Key points

What it produces

List of the 10 key ideas or points of the conversation, ordered by importance, each with a short title and a two- or three-sentence explanation.

Fictional data. With your recording, every fact links to the minute it was said.

1. Income above forecast: The treasurer reported that third-quarter income is 4% above budget 00:12:40.
2. Maintenance, the fastest-growing cost: It rose 12%, mostly because of the urgent repair of the hall roof 00:13:22.
3. External audit approved: The lowest bid that meets the requirements was chosen, with 3 votes for and one abstention 00:42:05.
4. Breakdown pending: The board asked for a breakdown of maintenance costs before the next meeting 00:14:05.

… and 6 more points.

Executive summary

One-page executive summary: purpose and context of the conversation, the most important points, the conclusions or decisions reached, and the next steps.

Document
Minutes

Meeting minutes with: general details (date, place and duration if mentioned), participants, topics discussed in order, a summary of what was discussed on each topic, decisions and agreements, pending tasks with the person responsible and the deadline, and issues that were left unresolved.

Document
Tasks and agreements

Table with the agreements, commitments and tasks mentioned, with the columns: Task or agreement, Person responsible, Date or deadline, Notes. Include only what was explicitly agreed or assigned; leave the cell empty if it wasn't mentioned.

Table
Detailed report

Complete, well-structured report: introduction, development of each topic discussed with its arguments and data, points of agreement and disagreement, conclusions and recommendations.

Document
Questions and answers

Questions-and-answers document with the questions raised during the conversation and the answer given to each one. Indicate when a question was left unanswered.

Document
Presentation

Presentation of 8 to 10 slides summarizing the conversation: objective, main topics, findings or key ideas, decisions and next steps.

Slides

Create a template with your organization’s sections, order and style, and share it with your team.