Project meeting minutes template

When to use it

Use it for a recurring project or status meeting, weekly or fortnightly, where the same people review progress, make decisions and take on work. Keep each meeting to the same shape so anyone can compare this week with last week in a minute.

What goes in each section

• Status summary. Two sentences: where the project stands and why the status is what it is.
• Progress since last meeting. What was finished, not what was worked on.
• Decisions. What was decided, and by whom when it matters. A decision is not a task: record it here even if nobody has to do anything.
• Risks and issues. What could stop the project, how likely and serious it is, who is watching it and what they will do.
• Actions. One owner and one due date per action.
• Next milestones. The next two or three dates that matter.

Use it in Word, Google Docs or Notion

The Word file opens in Microsoft Word, Pages and Google Docs, with the section headings set as real headings, so they appear in the document outline. To use the template in Notion, download the Markdown file, choose Import in Notion’s sidebar, pick Text & Markdown and select the file.

Let the recording fill it in

Record the review with EchoPilot and the minutes come back with a summary, chaptered notes, key points and an action card for every commitment. Decisions and open risks come back as sections of their own, each tied to the moment it was said, and approved action cards go straight to your team’s task app, so the actions table is already done.

See what a set of Meeting Minutes contains, and how each commitment becomes a card you approve.

Other templates

• Board meeting minutes template: Quorum, declarations of interest, reports, motions with the vote recorded, and the actions that follow, in the order a board needs them.
• One-on-one meeting notes template: Their topics first, then yours, feedback in both directions, progress on growth goals, and the few actions you both agree to.
• Client meeting minutes template: The client’s goals in their words, the decisions and scope changes, commitments on both sides, and the open questions you owe an answer to.
• Standup meeting notes template: Done, next and blocked for each person, the blockers that need an owner today, and a parking lot for the conversations that should happen after.
• Informal meeting minutes template: Who was there, what you talked about, what you decided and who does what by when, for the conversations that never had an agenda.