Meeting notes template
Notes that only capture discussion are hard to act on later. This template puts decisions and action items — each with an owner and a date — above the narrative, so the parts people need to find are the parts they see first.
Use this templateHow it works
- 1
Open the template
Click Use this template before or during the meeting.
- 2
Capture decisions and actions
Fill in attendees, decisions and action items as you go.
- 3
Download and circulate
Export a PDF or HTML file and send it round.
What's in the template
# Platform sync — 3 March 2026
**Attendees:** Jordan Avery, Priya Raman, Sam Okafor, Lena Fischer
**Apologies:** Tom Bright
**Chair:** Priya Raman
---
## Decisions
1. Ship the dunning changes to annual plans in the next release.
2. Hold the pricing review until the Q1 numbers are final.
3. Move the on-call rotation from weekly to fortnightly from April.
## Action items
- [ ] **Jordan** — extend dunning retries to annual plans · due 14 March
- [ ] **Sam** — draft the fortnightly on-call schedule · due 10 March
- [ ] **Lena** — pull Q1 revenue by segment for the pricing review · due 7 March
- [x] **Priya** — book the quarterly planning room · done
## Discussion
### Dunning
Involuntary churn on monthly plans dropped from 4.1% to 3.2% after February's changes. Annual plans were excluded from that rollout because the retry window needed rethinking; Jordan will handle the longer window.
### On-call
The weekly rotation is producing a handover cost that outweighs the benefit at current team size. Fortnightly was preferred over monthly to avoid long stretches of context-holding.
## Next meeting
17 March 2026, 10:00.This is the markdown the editor loads. Everything is editable.
Frequently asked questions
- What should meeting notes include?
- The date, who attended, what was decided, and who owns what by when. Discussion detail is useful context but should sit below those, not above them.
- Can I use checkboxes for action items?
- Yes. Lines starting with '- [ ]' render as empty checkboxes and '- [x]' as ticked ones.
- Can I circulate these as a web page instead?
- Yes — Export offers a self-contained HTML file alongside the PDF, and it opens in a word processor too.
Converting this to a PDF
This template is plain markdown, so it converts the same way any document here does. turn notes into a PDF covers the page setup, typography and export options in more detail.