Meeting notes that capture decisions and action items
For anyone who takes or circulates notes from team, project or client meetings: coordinators, team leads, project staff and assistants. It builds on 'Minutes, action logs and clear business writing', so take that course first. You'll separate decisions, actions, open questions and discussion in live notes; write short decision records with context, options, who decided and a status; write action items with one owner, a checkable deliverable and a date; use shared Teams meeting notes and Copilot recaps without exposing content or circulating unconfirmed actions; and correct a set of notes, superseding changed decisions instead of rewriting them. Grounded in Microsoft's Teams and Copilot documentation, the UK government's architectural decision record framework and Microsoft's ADR guidance (adapted for everyday team decisions), and the UK ICO's data minimisation principle as an example. Your organisation's rules on records, recording and AI tools come first. Ends with a supervisor-graded notes correction.
- Level
- Beginner
- Length
- About 80 minutes
- Contents
- 5 lessons · final exam
- Status
- Published · updated 10 Oct 2026
Skills you'll practise
- Separate decisions, actions, open questions and discussion when taking meeting notes
- Write a decision record that states the context, options considered, decision, who decided and its status
- Write action items with one named owner, a checkable deliverable and a due date
- Use shared Teams meeting notes and AI recaps safely: who can see them and what to check before circulating
- Correct a set of meeting notes and supersede a changed decision instead of rewriting it
Course outline
- 1.Separate decisions, actions, open questions and discussionLesson · 12 min
- 2.Write a decision record that states the context, options, decision and who decidedLesson · 14 min
- 3.Write action items with one named owner, a checkable deliverable and a due dateLesson · 12 min
- 4.Use shared Teams meeting notes and AI recaps safelyLesson · 14 min
- 5.Correct a set of meeting notes and supersede changed decisionsLesson · 12 min
- 6.Meeting notes that capture decisions and action items: knowledge checkKnowledge check · 14 questions
- 7.Meeting notes that capture decisions and action items: practical exerciseKnowledge check · 1 question
- 8.Final exam10 questions · passing it completes the course, so people who already know the material can test out
Sources it draws on
The lessons and questions are written from these references, so learners can go back to the original.
- Microsoft Support: Take meeting notes in Microsoft Teams
- Microsoft Support: Catch up on meetings with Microsoft Copilot in Teams
- GOV.UK (Government Digital Service): Architectural decision record framework
- Microsoft Learn: Maintain an architecture decision record (ADR), Azure Well-Architected Framework
- UK ICO: Principle (c) Data minimisation (UK GDPR example; follow the data-protection law where you work)
See it with your own jobs and topics
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