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Clerking

Taking minutes: template and guidance

Use our minutes template to review your practice and ensure meetings are recorded clearly and transparently.

Tools & templates
16/01/2024

Governance professionals working at a clerking level are responsible for producing minutes which are a clear and accurate record of the meeting, provide a formal record, and allow those not in attendance to understand what took place.

The following template for governance professionals – together with guiding principles – covers the fundamentals of producing minutes and can be used to develop your own practice.

Use the template to:

  • learn about the essential features of minutes
  • highlight questioning, challenge and support from governors/trustees
  • evidence governors/trustees fulfilling their strategic role
  • clarify requirements for approving minutes

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