Dima Eremin
May 9, 2024

How to write a meeting recap - guide and templates

Meeting recap guide and templates ▶️ for effective post-meeting summaries and organization. ✅

How to write a meeting recap - guide and templates
How to write a meeting recap - guide and templates

Mastering the art of writing a meeting recap is pivotal for effective communication and follow-up in any professional setting. This guide unveils essential insights and strategies to streamline the recap process, ensuring that key discussions, decisions, and action items are accurately documented and communicated.

Whether you're grappling with overwhelming meeting notes or seeking to enhance team collaboration and accountability, this guide offers practical solutions for the upcoming week or any future meetings.

What Is A Meeting Recap?

A meeting recap serves as a summary of important discussions, decisions, action items, and outcomes from a meeting. It provides participants with a clear overview of what was covered and ensures alignment on the next steps in the process.

Meeting recaps are valuable tools for reinforcing understanding, facilitating follow-up, and documenting progress. Whether distributed via email, shared in a document, or communicated through a collaboration platform, meeting recaps play a vital role in promoting effective communication and accountability within teams, as well as organizations for future, and past meeting recaps.

Benefits Of Meeting Recaps

A structured, actionable meeting summary offers numerous benefits, particularly in simplifying follow-ups and driving productivity within teams and organizations. By going over complex discussions, decisions, and items into a clear format, these recaps streamline the post-meeting process in several ways:

  1. Clarity and alignment: Structured recaps ensure that all meeting members are on the same page of the discussions and decisions made during the meeting.
  2. Decision-making: Clear documentation of decisions and action items in the recap provides a reference point for future decision-making processes. Team members can quickly track progress, identify any outstanding tasks, and make informed decisions based on the information provided.
  3. Accountability: Recaps specify individual responsibilities, deadlines, and deliverables, holding team members accountable for their assigned tasks.
  4. Productivity: With structured meeting recaps outlining specific items and deadlines, follow-up activities become more efficient and focused. Team members can prioritize tasks, track their progress, and collaborate effectively to achieve desired outcomes.
  5. Documentation and reference: Meeting recaps serve as valuable documentation of meeting proceedings, providing a reference point for future discussions or audits for your next meeting. They ensure that important information is captured and retained, even for team members who were unable to attend the meeting.

How To Compose Meeting Recaps

A well-crafted meeting summary with relevant resources serves as a valuable reference point for all meeting participants and facilitates accountability and follow-up. We'll explore a few pieces of advice to help you write an effective meeting recap that drives clarity, alignment, and productivity within your team.

How to write an effective meeting recap:

  1. Clear structure: Begin your meeting recap with a clear structure that outlines important sections such as agenda items, discussions, decisions, action items, and next steps. This structure helps readers to navigate the summary easily and find the information they need quickly.
  2. Key points: Summarize the main discussion points and decisions made during the meeting concisely but comprehensively. Focus on highlighting key takeaways and outcomes to ensure that the recap provides a meaningful overview of the meeting proceedings.
  3. Be specific: When documenting items, be very specific about who is responsible for each task, what needs to be done, and by when during team meetings. Use clear language and actionable verbs to ensure that tasks are clearly defined and achievable.
  4. Prioritize information: Prioritize information in your recap based on relevance and importance. Start with the most critical points and decisions before moving on to secondary or follow-up items.
  5. Provide context: Offer context or background information for any decisions or action items mentioned in the summary, especially if they rely on previous discussions or agreements. This context helps readers understand the rationale behind each decision and their role in the broader context of the project or initiative.
  6. Keep it short: While it's essential to capture detailed meeting notes, strive to keep your meeting summary concise and to the point. Avoid unnecessary details or lengthy explanations that could overwhelm readers. Aim for clarity and brevity to ensure that the recap is easily digestible and actionable.
  7. Include deadlines: Indicate deadlines for each item to ensure it gets completed in time. This helps to prioritize tasks and ensures that everyone understands their responsibilities and timelines.
  8. Review: Before sending out the meeting recap, take the time to review and revise it for accuracy, clarity, and completeness. Double-check all information, formatting, and grammar to ensure that the recap is professional and error-free.

Bluedots Meeting Recap Template

Bluedots AI autogenerated template is designed to suit every user case with its universal email structure. Whether you're leading a corporate team, organizing a community gathering, or managing a project with remote collaborators, our template adapts seamlessly to your needs.

When you record your meeting on Bluedot, it automatically generates your summaries and meeting notes with time stamps, making it easy to read after your meeting has ended. Once your meeting has ended, you have the option to auto-generate your meeting recap to send to your team.

A clear and organized format ensures that all essential meeting details are effectively communicated, from key discussion points to action items and next steps after your meeting.

Bluedot Makes Writing Meeting Recaps Easier

Bluedot automates the process for effortless meeting recaps. Here's how it streamlines the process and empowers you to reclaim your time:

  • AI-powered transcription: Bluedot intelligently captures everything said during your meeting, providing a clear and searchable transcript.
  • Summarization: Bluedot's AI automatically highlights key points and decisions, saving you the time and effort of manual summarization.
  • Action items: Assign action items with ease, complete with clear owners and deadlines, ensuring everyone stays on track.
  • Time stamps: Bluedot automatically timestamps every point in your meeting transcript, allowing you to instantly jump to specific discussions and revisit key moments with ease.
  • Email template: Bluedot's adaptable template structure accommodates any meeting type, from brainstorming sessions to status updates.
  • Secure Storage: Bluedot securely stores your recaps and transcripts in the cloud, ensuring they're always accessible from any device, making for effective meeting recaps.

Meeting Recap Templates

Here are a few meeting recap examples:

      1. One-on-one meeting recap template

One-on-one meeting recap template

      2. Project update meeting recap

Project update meeting recap

      3. Client meeting recap

Client meeting recap

      4. Sales meeting recap

Sales meeting recap

      5. Training recap

Training recap

      6. Budget planning meeting recap

Budget planning meeting recap

      7. Partnership strategy meeting recap

Partnership strategy meeting recap

      8. Content strategy meeting recap email

Content strategy meeting recap

      9. Internal team meeting recap

Internal team meeting recap

     10. Quarterly business review meeting recap

Quarterly business review meeting recap

     11. Departmental meeting recap

Departmental meeting recap

     12. Performance review meeting recap

Performance review meeting recap

     13. Brainstorming session recap

Brainstorming session recap

     14. Webinar recap email

Webinar recap

     15. Workshop recap

Workshop recap


In summary, effective meeting recaps are crucial for team alignment and productivity. BlueDotHQ excels as the ideal tool for this task. With customizable templates, real-time collaboration, and seamless integration, it simplifies the process.

Bluedot ensures accurate and efficient recordings, transcripts⠀ , and even post-meeting follow-up emails⠀for small teams or large-scale meetings experience the ease of Bluedot for your post-meeting needs.

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What is the difference between meeting recaps and meeting minutes?

Meeting minutes provide a detailed record of discussions, decisions, and action items, distributed to all participants for review. Conversely, meeting recaps offer a concise summary of key points, decisions, and action items, sent shortly after the meeting for quick reference and alignment.

What tools can I use to write a meeting recap?

You can use various tools to write a meeting recap, depending on your preference and your organization's needs. Common options include email clients for simple recaps, word processing software like Microsoft Word or Google Docs for more detailed formatting, and note-taking apps such as Evernote or Bluedot for organizing notes into recaps.

Who typically sends recap emails?

Typically, it falls to the person who organized or facilitated the meeting, such as the team leader, project manager, or administrative assistant. However, in some cases, the task may be delegated to another team member, especially if they were responsible for taking notes during the meeting or if the meeting involved multiple stakeholders from different teams or departments.

When to send a meeting recap email?

Sending a meeting recap email promptly after the meeting is generally advisable. Aim to send it within 24 hours of the meeting to ensure that the discussion points are fresh in everyone's minds.

This timeframe allows team members to review the key points discussed, any action items assigned, decisions made, and the next steps planned. Sending the recap promptly also demonstrates your professionalism and commitment to effective communication within the team or group.

In the next episode:
How to record a Google Meet meeting using Bluedot Extension
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