TrustLedger
Meeting Minutes
Site-style minutes: project details, meeting date, time, and venue, then a mandatory agenda table (Item, Description, Action, Date). Attendance is recorded on the Attendance Register — not in these minutes.
PDF form · agenda table · v2026.08b · Facilitators, CLOs, site managers, project teams
This download is this pack only — not a combined toolkit.
- Engagement (project, date, venue, time, purpose)
- Commitments (action + date from agenda rows)
- Capture minutes narrative
Project details
Identify the programme. Do not list attendees here — use the Attendance Register.
- Project / site: ______________________________________
- Client / funder: ______________________________________
- Meeting title: ______________________________________
- Nature of meeting (site progress / consultation / briefing / other): ______________
Meeting
- Date of meeting (YYYY-MM-DD): ____________________
- Time: ____________________
- Venue: ______________________________________
Attendance note
Attendance and distribution are covered by the Attendance Register. Record apologies by name only if needed.
- Apologies (names only): ______________________________________
- ________________________________________________________________
Agenda item 1
Mandatory columns: Item · Description · Action · Date. Leave blank rows unused.
- Item 1: ______________________________________
- Description 1: ______________________________________
- Action 1: ______________________________________
- Date 1 (YYYY-MM-DD): ____________________
Agenda item 2
- Item 2: ______________________________________
- Description 2: ______________________________________
- Action 2: ______________________________________
- Date 2 (YYYY-MM-DD): ____________________
Agenda item 3
- Item 3: ______________________________________
- Description 3: ______________________________________
- Action 3: ______________________________________
- Date 3 (YYYY-MM-DD): ____________________
Agenda item 4
- Item 4: ______________________________________
- Description 4: ______________________________________
- Action 4: ______________________________________
- Date 4 (YYYY-MM-DD): ____________________
Agenda item 5
- Item 5: ______________________________________
- Description 5: ______________________________________
- Action 5: ______________________________________
- Date 5 (YYYY-MM-DD): ____________________
Agenda item 6
- Item 6: ______________________________________
- Description 6: ______________________________________
- Action 6: ______________________________________
- Date 6 (YYYY-MM-DD): ____________________
Agenda item 7
- Item 7: ______________________________________
- Description 7: ______________________________________
- Action 7: ______________________________________
- Date 7 (YYYY-MM-DD): ____________________
Agenda item 8
- Item 8: ______________________________________
- Description 8: ______________________________________
- Action 8: ______________________________________
- Date 8 (YYYY-MM-DD): ____________________
Next meeting
- Date (YYYY-MM-DD): ____________________
- Time: ____________________
- Venue: ______________________________________
Sign-off
- Chair / facilitator: ______________________________________
- Date: ____________________