Meeting Minutes Example
Problem Statement
Use the standard form to capture meeting minutes.
How to perform analysis
Open Sigma Magic
- Click on the Sigma Magic button on the Excel toolbar.
- Click on the New button to create a new project.
Step 2: Add the analysis template
- Click on the Tool Wizard to add the analysis template.
- Click on Project and then Meeting Minutes.
Step 3: Specify analysis options
A new worksheet will be added to your workbook. Analysis Setup will be automatically opened, in the setup tab specify the following details.
Click on the Checklist button, you will see the following dialog box. Ensure that the items mentioned in checklist should be marked.
Step 4: Enter the Worksheet data
Click on Create button to save all changes and compute the outputs for this analysis.On the worksheet, enter the following details. A sample worksheet is given below:
Step 5: Generate analysis results
Finally, click Analysis Setup and then click on Verify tab to ensure all the inputs are okay and shown in a green checkmark.
Click OK to close the dialog box.
Interpretating Results
1. Clear
Meeting Objective
- The objective of the meeting is well-defined: "Discuss financial recovery plan." This ensures that the discussions remain focused and relevant to the topic.
2. Action Items with Accountability
- Two key action items have been documented along with their respective owners and deadlines:
- Ron is responsible for submitting recovery options by 07-04-2024.
- Peter is tasked with creating a tracking report for incidentals by 17-04-2024.
- This structure promotes accountability and ensures follow-through on tasks.
3. Detailed Meeting Notes for Documentation
- The minutes capture three key discussion points, including:
- Analyzing financial slippage causes.
- Developing control actions for the next quarter.
- Identifying the lack of a tracking method for incidentals and the need for formalization.
- These notes serve as a reference for stakeholders and help in tracking decision-making progress.
4. Identification of Challenges and Future Actions
- The meeting identified a gap in tracking incidentals, which needs formalization and execution.
- This insight will guide future process improvements.
6. Attendance and Absentee Tracking
- The attendees list includes Ron, Peter, John, and Angela, with Jeff absent.
- Documenting absentees helps ensure they receive a follow-up on key decisions.
7. Structured and Well-Organized Format
- The meeting minutes are systematically structured, making it easy to read and reference.
- It covers objectives, action items, discussions, and attendance, ensuring comprehensive documentation.
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