Meeting Recap Template - Page 2

What is Meeting Recap Template?

A Meeting Recap Template is a document that summarizes the discussions, decisions, and action items from a meeting. It serves as a reference and reminder for participants and helps to ensure that everyone is on the same page.

What are the types of Meeting Recap Template?

There are several types of Meeting Recap Templates available, depending on the purpose and format of the meeting. Some common types include:

Formal Meeting Recap Template
Informal Meeting Recap Template
Project Meeting Recap Template
Sales Meeting Recap Template
Team Meeting Recap Template
Client Meeting Recap Template

How to complete Meeting Recap Template

Completing a Meeting Recap Template is a straightforward process. Here are the steps to follow:

01
Start by entering the meeting details, such as the date, time, and location.
02
Summarize the main discussions and decisions made during the meeting. Be concise but include all relevant information.
03
List any action items that were assigned during the meeting. Include details such as who is responsible for each item and the deadline for completion.
04
Include any additional notes or comments that may be helpful for reference.
05
Review the completed Meeting Recap Template for accuracy and clarity.
06
Save or share the document as needed.

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Video Tutorial How to Fill Out Meeting Recap Template

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Questions & answers

1. Be Direct “I'm following up on the below” or “Following up on this [request/question/assignment]” “I'm circling back on the below” or “Circling back on this [request/question/assignment]” “I'm checking in on the below” or “Checking in on this [request/question/assignment]”
Dear [name], It was a pleasure meeting you at the [name of the event] networking event on [day of the week you met them]. I really enjoyed our conversation about [what you discussed] and hearing your insights. Following up, I have attached a document from [company name] outlining what we discussed.
As a general guideline, think about doing some or all of the following: Thanking people for their time and effort. Summarizing any key points covered or discussed during the meeting. Outlining action items and owners as well as deadlines for these next steps. Attaching or linking to any relevant resources and documents.
It is usually a short (between 20 and 40 seconds) montage of important scenes cut directly from previous episodes, usually short bursts of dialogue, which serve to lay the background for the following episode.
It gives a basic overview of the meeting and reminds recipients of what action items need to be completed, deadlines for assigned projects and any other important information that was covered. Meeting recaps are often sent to help attendees remember important details and are available for them to reference later on.
Here are some key things to keep in mind when you reach out to someone for the second (or third, or fourth) time. Have a compelling subject line. Be mindful of your tone. Keep it short and use simple language. Make a clear ask. Give them an out. Be judiciously persistent.