Free course · Lesson 4 of 5
Meeting Coordination & Business Documentation
In this lesson you will
- Write an agenda
- Record decisions and actions in minutes
Meetings that lack clear notes and follow-up rarely lead to real action. Strong administrative support turns discussions into documented, trackable decisions.
- Before the meeting: Confirm attendees, book the room/link, and circulate the agenda in advance.
- During the meeting: Take clear minutes — decisions made, action items, and who is responsible for each.
- After the meeting: Share minutes promptly and follow up on outstanding action items before the next meeting.
- Business documentation: Standard templates for minutes, memos, and reports keep records consistent and easy to reference later.
Practical Skill: Take minutes for a real or simulated meeting using the template below, clearly capturing decisions and action items with owners and deadlines.
=== MEETING MINUTES TEMPLATE === Meeting: ________________ Date: __________ Time: ________Attendees: ______________________________________________ Agenda Item 1: __________________________________________ Discussion summary: ___________________________________ Decision: ______________________________________________ Action item: __________________ Owner: _______ Due: _______ Agenda Item 2: __________________________________________ Decision: ______________________________________________ Action item: __________________ Owner: _______ Due: _______ Next meeting: ____________________________________________
Practice exercise
Write an agenda for a staff meeting, then turn a short meeting transcript into minutes with actions, owners and deadlines.
Key takeaways
- Circulate agendas and papers in advance
- Minutes record decisions and actions, not every word
- Track actions until they are done
Free self-study lesson — no certificate. For the full instructor-led program, see registration options.