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Meeting notes templates

Five templates for the meetings you have every week. Copy one into Notes, Docs or Notion, and you'll never start from a blank page.

Any meeting

The everyday template: who was there, what was decided, and who does what next.

Meeting: [Title]
Date: [Date] · Attendees: [Names]

Goal
- What this meeting needs to decide or produce

Discussion
- [Topic]: key points
- [Topic]: key points

Decisions
- [Decision]

Action items
- [ ] [Owner]: [Task], by [date]
- [ ] [Owner]: [Task], by [date]

Next meeting: [Date / not needed]

Or skip the template. Mochi listens on your Mac, with no bot in the call, and writes these notes for you: the decisions, who owns what, and a follow-up email. It starts with a brief from your past meetings, too.

One-on-one

For a manager and a teammate: wins, blockers, feedback and growth.

1:1 · [Name] & [Name]
Date: [Date]

Since last time
- Wins:
- What got in the way:

Their topics
- 

My topics
- 

Feedback (both ways)
- 

Growth & goals
- Progress on: 

Action items
- [ ] [Owner]: [Task]

Follow up next time on: 

Client or sales call

Discovery, check-ins and demos: the problem, the people and the next step.

Call: [Company] · [Date]
With: [Names, roles]

Their situation
- What they do today:
- The problem in their words:
- Why now:

What they need
- Must have:
- Nice to have:

Decision process
- Who decides:
- Budget / timing:
- Other options they're looking at:

Objections / concerns
- 

Next step
- [ ] [Owner]: [Task], by [date]
- Follow-up email sent: yes / no

Team stand-up or weekly sync

Short and repeatable: per person, then blockers and decisions.

Team sync · [Date]

[Name]
- Done:
- Next:
- Blocked by:

[Name]
- Done:
- Next:
- Blocked by:

Blockers to solve today
- 

Decisions
- 

Action items
- [ ] [Owner]: [Task]

Interview

The same questions for every candidate, so comparing them is fair.

Interview: [Candidate] for [Role]
Date: [Date] · Interviewer: [Name]

Background
- 

Questions & answers
1. [Question]
   - 
2. [Question]
   - 

Strengths
- 

Concerns
- 

Recommendation: strong yes / yes / no / strong no
Why: 

What makes meeting notes useful

  • Write decisions and action items, not a transcript. Each action item needs an owner and a date.
  • Start with the goal of the meeting, so you can tell at the end whether you got there.
  • Send the notes the same day, while people still remember the meeting.
  • Keep each kind of meeting in the same format, so you can compare them over time.

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