Meeting Notes Template printable pdf download

Meeting Notes Template

Texas Department of Information Resources

PM Lite

2.0

Meeting Notes

Template

Version 2.0 • February 27, 2015

Template Description

Purpose

The Project Meeting Notes Template is used to document and communicate notes for all project

meetings.

How to Use

The Meeting Notes Template is meant to be utilized at all project meetings to document the

meeting agenda, action items, decisions made in the meeting, who attended the meeting and

scheduling the next meeting.

Best Practice

If notes are extensive, create a high-level summary section that is more brief. Project notes should

be distributed in a timely fashion (one business day) to all project core team members, the Business

Owner, Project Sponsor, and other project participants.

Phase Location

The PM Lite 2.0 Meeting Notes Template is used throughout the Monitor & Control Phase. The

Monitoring & Controlling Phase of the project is an overarching phase that commences in the

Initiation Phase and extends through Project Closure. Templates included in the Monitoring &

Controlling phase include reporting, tracking, and communication tools to ensure successful

project delivery.

Note: The PM Lite 2.0 Meeting Notes Template is customizable as you see fit, on a per project basis,

meeting specific needs of the project and/or your organization’s policies. The below sections are

suggestions but can be tailored as applicable.

**NOTE: Please remove this page when creating your Meeting Notes**

Meeting Notes Template