Weekly Team Meeting Excel Template
What's Inside the Weekly Team Meeting Template?
Details | 4 Sheets
Supported Versions | Excel 2010, 2013, 2016, 2019, Office 365 (Mac)
Category | Small Business, Project Management
Tags | Weekly, Daily, Meeting, Notetaking
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Inside Our Weekly Team Meeting
Good note taking is a muscle, one that takes a lot of practice. It’s a habit that, applied meticulously, helps a team stay on track and offers a lot of insight into how successful you are at getting done the thing you said you were going to get done.
With our Weekly Team Meeting Excel Template, you can easily track and record team meetings, events and notes. Pre-built with dynamic formulas, a calendar and filters, this may be the organizational tool your team needs to stay on track.
If you find this template useful, you’ll also want to check out our Gantt Chart, PDCA and Kanban templates. They are extremely helpful project management tools that ensure knowledge, processes and goals are transparent throughout the team or organization.
Start by adding an entry in the Meeting Notes table. You can simply add more entries by typing in information directly below the last row of the table. Fill in the necessary fields such as the Quarter, Date, Lead, Proposed Discussion, Meeting, Meeting Notes, Action Items, Notetaker, Meeting Override and Meeting Recording.
Hop over to the Discussion Topics sheet and add your inputs to the fields Topic, Submitter, Priority, Notes and Associated Meetings.
The meeting name will automatically populate in the calendar on the date provided.
Navigate to the Calendar sheet and you can update the year or month simply by clicking the cells. Input the year or use the dropdown menu to choose the month you want to view.
Just like that, you have a calendar and a process for recording notes and even events in Excel.
The name of the meeting will show up on the day chosen. There are also Notes you can add at the bottom of each month.
Stay accountable and stay focused with our Weekly Meeting Calendar Excel Template.