Site Meeting Minutes & Action Log: every action with its owner, due date and status

Site Meeting Minutes & Action Log

CA$19
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Site Meeting Minutes & Action Log: every action with its owner, due date and status
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  • Site Meeting Minutes & Action Log: every action with its owner, due date and status
  • What's included: the meeting workbook, Word minutes template and Start Here guide
  • Record each item once and see it in the action log, the minutes and open actions
  • Close-up of the Action Log: each action with its status, days overdue and open number
  • Close-up of the Minutes sheet: each item with its action, due date and status
  • Close-up of Open Actions: every action not yet done, with days overdue
  • How it works: download, open the workbook and enter your company, meetings and items
  • Example and blank versions of the meeting workbook
  • Site Meeting Minutes & Action Log: every action with its owner, due date and status
  • What's included: the meeting workbook, Word minutes template and Start Here guide
  • Record each item once and see it in the action log, the minutes and open actions
  • Close-up of the Action Log: each action with its status, days overdue and open number
  • Close-up of the Minutes sheet: each item with its action, due date and status
  • Close-up of Open Actions: every action not yet done, with days overdue
  • How it works: download, open the workbook and enter your company, meetings and items
  • Example and blank versions of the meeting workbook
Site Meeting Minutes & Action Log
Back-Office

Site Meeting Minutes & Action Log

CA$19

Prices in Canadian dollars. Any tax that applies is shown at checkout.

Site meeting minutes in Excel with an action log that works out due dates and overdue items, a one-page print of any meeting under your company name, and an editable Word minutes template.

Add each meeting with a number, date, type, where it was held, who chaired and who attended, and a short summary. Log every item on the Action Log with that meeting number: what was discussed, the action, the owner and a due date. Leave Action blank for a note with nothing to do. The workbook sets the due date from your usual days for an action, shows each item as Note, Open, Overdue or Done, and numbers items as 3.1, 3.2 and so on.

Pick a meeting number and the Minutes sheet prints it under your company name, with up to 25 items. The Open Actions sheet lists everything not yet done across all meetings, with days overdue.

  • Meetings Excel, 40 meetings with attendees and a short summary
  • Action log 150 items across meetings, due date, status and days overdue
  • Minutes One letter page for any meeting, under your company name
  • Open actions Every action not yet done, across all meetings
  • Word minutes Editable, 1 page, under your company name
  • Start Here 5-page PDF guide

Instant download after checkout, with the link also sent by email

30-day money-back guarantee, no questions asked

Secure checkout through Shopify

One business, unlimited use on its own projects

What's inside

Minutes workbook, Excel (.xlsx), six sheets, in two versions. Settings for your company details, the project, your usual days for an action and a status date. The Meetings sheet takes up to 40 meetings. The Action Log takes up to 150 items with discussion, action, owner, due date and done date; the due date, status, days overdue and item number are calculated. Check columns flag a missing number or date, a duplicated meeting number, a next meeting that is not after this one, an action with no matching meeting, or an action with no owner.

Minutes. Choose a meeting number and the sheet prints under your company name: project, type, date, where, chair, attendees, summary and up to 25 items.

Open Actions. Every action not yet done, across all meetings, with days overdue.

Word minutes (.docx), 1 page. The same layout to fill in by hand or on screen.

Start Here guide, 5-page PDF. What is included and how to set up the workbook, log meetings and actions, print the minutes and follow open actions.
Formats
  • Excel (.xlsx): the workbook in example and blank versions, standard formulas and no macros. Shaded cells are inputs; formula cells are locked with sheet protection that has no password. Filters on the Action Log work while it is protected. Made for Microsoft Excel: desktop Excel 2016 or later and Excel for the web.
  • Word (.docx): the editable one-page minutes template, in Georgia and Arial. Made for Microsoft Word: desktop Word 2016 or later and Word for the web.
  • PDF, letter size: the Start Here guide (5 pages).
  • Fonts: the PDF guide uses Cormorant Garamond and Inter, built into the file. The workbook and the Word minutes use Georgia and Arial.
  • Not included: PowerPoint or Canva files, and page-preview images.
  • Delivery: one ZIP file (about 0.19 MB) holding all four files, on the order page right after checkout and by email.
Licence

One purchase covers one business, with unlimited use on that business's own projects. Your employees may use it for the business's work. Edit it freely and give your clients the finished documents. Reselling, sharing or uploading the template files, edited or not, is not permitted. Read the full licence.
Refunds

If the minutes workbook isn't right for you, email support@thebuildersledger.com within 30 days of purchase with your order number for a full refund, no questions asked. After a refund the licence ends and the download link is turned off, so please delete your copies of the files. Refund policy.
FAQ

How is the due date set?

If you enter a due date, that is used. If not, it is the meeting date plus your usual days for an action from the Settings sheet.

When is an action overdue?

When the status date is past the due date and there is no done date. The status date is today unless you enter one on the Settings sheet.

Do the minutes change the contract?

No. They record what was discussed. Confirm any change to price, scope or time in writing as your contract requires, and ask your own lawyer if you are unsure.
A note on meeting records

The minutes record what was discussed at each meeting. They do not change your contract. Confirm any change to price, scope or time in writing, as your contract requires, and ask your own lawyer if you are unsure. Not legal advice.