Template Overview

This template is a professional-grade tool from the Analysistabs library, built on a foundation of deep expertise.

  • Author: PNRao
  • Experience: 20 years in hands-on project management, data mining, and automation.
  • Focus: Creating battle-tested Project Management templates and tools that replace repetitive work with efficient, one-click workflows.
  • Mission: To provide professionals with the resources they need to manage projects effectively and level up their careers.

MOM stands for Minutes of Meeting. It is the written record of a meeting, capturing what was discussed, what was decided, and which actions were assigned to whom, with due dates. A MOM is normally written by one attendee during the meeting and circulated to everyone within 24 hours.

In the US and UK the same document is usually called meeting minutes or minutes of meeting — the format is identical. Below is the standard structure with every field explained, a filled sample you can copy, and free templates for both Excel and Word.

MOM format minutes of meeting Excel template with attendees, discussion, decisions and action items

Minutes of Meeting Excel Template

The detailed version — separate sheets for meeting details, discussion and action items, with a summary of everything still open across all your meetings.

Download: Minutes of Meeting Excel Template

Simple MOM format template in Excel showing meeting details and action item table

MOM Format: Simple Template

Everything on one sheet. For short meetings, client calls and one-off discussions where you don’t need the full structure.

Download: MOM Format Template

MOM format template in MS Word showing meeting details, atendees, agenda and action item table

MOM Template in Word Format

The same MOM format as a Word document — blank template, a completed sample, and a one-page guide. For formal minutes that get circulated or signed off.

Download: MOM Template (Word)

Which One Should You Download?

  • Excel — detailed: recurring project meetings, tracking open actions across all of them
  • Excel — simple: a quick record of one meeting or client call
  • Word: formal minutes that get approved, signed, or sent outside your organisation

Rule of thumb: more action items than discussion, use Excel.
More discussion than action items, use Word.

Free. No sign-up. Works in Excel 2007 and later, Microsoft 365, and Google Sheets.

MOM Format

Every minutes of meeting document has the same three parts: a header block that identifies the meeting, a body that records what happened, and an action table that says what happens next.

MOM format in Excel showing project name, date, attendees, agenda, discussion points, decisions and action items with owner and due date

MOM Format — standard structure
Meeting details
Project / Title Name of the project or the meeting subject
Date & time Date, start time and end time
Location Room, or Teams / Zoom / Meet
Prepared by Who wrote the minutes
Attendees
Present Name, role and organisation — one row each
Absent Anyone invited who did not attend
Agenda & discussion
Agenda item The topic, as circulated before the meeting
Discussion What was said — points raised, options considered
Decision What was agreed. Kept in its own row, on purpose
Action items
Action What must be done
Owner One named person, not a team
Due date A date, not “ASAP”
Status Open / In progress / Closed
Close
Next meeting Date, time and provisional agenda
The one thing most MOM documents get wrong: merging discussion and decisions into a single block of notes. Keep them in separate rows. Six months later nobody wants to read three paragraphs to work out what was actually agreed.

The Nine Fields, and What Goes in Each

Field What it captures Example
Project / title Which project or recurring meeting this belongs to CRM Implementation — Sprint Review
Date & time When it happened, and how long it ran 08/12/2026, 10:00–11:15 AM ET
Location Physical room or the platform used Microsoft Teams
Attendees Name, role and organisation for each person present Sarah Chen — QA Lead, Vendor
Absentees Invited but not present. Matters when a decision affects them Tom Bradley — Finance
Agenda item The topic, as circulated beforehand UAT sign-off criteria
Discussion Points raised and options weighed. Summarise, don’t transcribe Two options reviewed for defect thresholds
Decision What was actually agreed. One line, unambiguous Sign-off requires zero Sev-1 defects
Action item Task, one named owner, and a real due date Draft UAT checklist — Sarah Chen — 08/19

MOM Format Sample — Filled Example

Here is the same format with a real meeting in it — a project status review, which is the most common use.

Filled MOM format sample in Excel showing a completed minutes of meeting with decisions and assigned action items

Sample MOM — CRM Implementation, Sprint Review
Project CRM Implementation — Phase 2
Date & time 08/12/2026, 10:00–11:15 AM ET
Location Microsoft Teams
Prepared by Jennifer Park, Project Manager
Present Jennifer Park (PM) · Sarah Chen (QA Lead) · Mike Rodriguez (Client, Operations) · Dave Okafor (Dev Lead)
Absent Tom Bradley (Finance) — to be briefed separately on the budget item
Agenda 1 — UAT sign-off criteria
Discussion Client asked for a defect threshold before go-live. Two options considered: zero Sev-1 only, or zero Sev-1 plus fewer than five Sev-2.
Decision Sign-off requires zero Sev-1 defects. Sev-2 defects tracked but not blocking.
Agenda 2 — Data migration cut-over window
Discussion Ops cannot absorb downtime on a weekday. Weekend window proposed.
Decision Cut-over moved to Saturday 26 Sep, 22:00–06:00.
Action items
1. Draft UAT checklist Sarah Chen — due 08/19 — Open
2. Confirm weekend support roster Dave Okafor — due 08/22 — Open
3. Brief Finance on cut-over cost Jennifer Park — due 08/15 — Open
Next meeting 08/26/2026, 10:00 AM ET — UAT readiness review
Corrections by 08/14/2026, EOD

Notice that the decisions are single sentences in bold, and every action has one owner and a date. That is the whole discipline.

MOM Template in Excel

Excel is the usual choice because action items become a filterable list. Once you have twenty meetings’ worth of minutes, being able to filter every open action across all of them is the reason people stay with the spreadsheet rather than moving to a document.

Which version to use:

  • Detailed — separate sheets for meeting details, discussion and actions, plus a summary view of all open items. For projects with recurring governance meetings.
  • Simple — one sheet, everything on a single page. For short meetings and one-off discussions.

Making the Action List Actually Work

Keep action items on their own sheet, one row per action, with a status column. A single formula then counts what is still open for any owner across every meeting:

=COUNTIFS(Actions[Status],"Open",Actions[Owner],A2)

That turns the minutes from a filing exercise into something you can run the next status meeting from.

MOM Template in Word

Word suits formal minutes — board meetings, statutory records, anything circulated as a document or formally signed off. The structure is identical, but it reads as prose with tables rather than as a spreadsheet, and it prints properly without any page-setup work.

Use Word when:

  • The minutes are a formal record that will be approved at the next meeting
  • They go to people outside your organisation — clients, auditors, a board
  • There are more discussion notes than action items

Use Excel when there are more action items than discussion, or when you are tracking open actions across many meetings.

Download: MOM Template in Word (.docx) — blank template, completed sample and a one-page guide. Word 2010 and later; opens in Google Docs.

How to Write Minutes of Meeting

  1. Circulate the agenda beforehand. The agenda becomes the skeleton of the minutes. Without one you are writing from a blank page while trying to follow the discussion.
  2. Fill the header before the meeting starts. Project, date, attendees. Two minutes then saves reconstructing it afterwards.
  3. Capture decisions as they happen. When something is agreed, write the one sentence immediately. Discussion can be summarised from memory later; a decision cannot be reconstructed reliably.
  4. Say the action item out loud before moving on. “So that’s Sarah, checklist, by the 19th.” This is the single highest-value habit — it confirms the owner accepted it, in front of everyone.
  5. Write it up within the hour. Recall drops sharply. An hour later you have most of it; the next morning you have half.
  6. Send within 24 hours and ask for corrections. Give a deadline: “please flag anything wrong by Thursday.” Silence after that is agreement, and that is what makes minutes usable as a record.
  7. Carry open actions into the next meeting. Open items from last time become the first agenda item this time. Actions that are never reviewed do not get done.

MOM Format by Meeting Type

Meeting type What to add to the standard format
Project meetings A column linking each action to a work package or task ID, so the minutes tie back to the plan
Client meetings A scope-impact note against each decision. This is the record that settles later disputes about what was agreed
Board meetings A resolutions section and an approval line. Use Word — these are formal, often statutory records
Team standups Drop discussion entirely. Blockers and actions only. Five lines is a complete standup MOM
Requirement gathering An open-questions section for anything unresolved. These become the next meeting’s agenda
Vendor reviews SLA or deliverable references against each item, so the minutes support the contract

Common Mistakes

  • Transcribing instead of summarising. Minutes are not a transcript. Three lines per agenda item is usually right.
  • Actions with no named owner. “The team will review” means nobody will review. One name per action.
  • “ASAP” instead of a date. An action without a date cannot be chased and cannot be closed.
  • Decisions buried in discussion. If someone has to read a paragraph to find what was agreed, the minutes have failed.
  • Sending days later. Minutes circulated a week on are archaeology, not a working document.
  • Never revisiting open actions. Actions not reviewed at the next meeting do not get done, and the minutes become a filing habit rather than a tool.

Frequently Asked Questions

What is the full form of MOM?

MOM stands for Minutes of Meeting — the written record of discussion, decisions and action items from a meeting. It is sometimes written MoM.

What is MOM in a meeting?

MOM in a meeting means Minutes of Meeting — the written record of that meeting. One attendee takes it down as the meeting runs, noting discussion points, decisions and action items, then circulates it to everyone afterwards so there is a single agreed account of what happened.

What is MOM format?

The standard MOM format has three parts: a header block (project, date, location, attendees), a body recording agenda items with discussion and decisions kept separate, and an action table with task, owner, due date and status.

What is the difference between MOM and an agenda?

The agenda is written before the meeting and lists what will be discussed. The MOM is written during and after, and records what actually was discussed and decided. The agenda usually becomes the structure of the minutes.

Who should write the minutes?

Usually someone other than the person chairing, since chairing and note-taking at the same time means one of them suffers. On project teams this is typically the project manager or coordinator; in formal settings, a designated secretary.

How soon should minutes of meeting be sent?

Within 24 hours. Write them up within an hour of the meeting while recall is intact, then circulate with a deadline for corrections.

Should I use Excel or Word for MOM?

Excel when there are many action items or you are tracking them across multiple meetings, since actions become a filterable list. Word for formal minutes that get approved, signed or circulated externally.

Is the MOM template free?

Yes. The Excel and Word templates on this page are free to download and use at work, with no sign-up.

Can I edit the MOM template?

Yes. Nothing is locked. Add or remove columns, change the fields, and adjust the formatting to match your organisation’s standard.

Do minutes of meeting have legal standing?

It depends on the setting. Board minutes of a registered company are often a statutory requirement and carry legal weight. Project meeting minutes are not usually statutory, but circulated minutes that go uncorrected are widely treated as evidence of what was agreed. This is general information rather than legal advice — check the requirements that apply to your organisation.

Related Templates

How has this template helped your project meetings? Share your experience below! Mentioning your job title (e.g. Project Manager, Team Lead) helps us understand who is using our templates so we can build even better tools for you.

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Published On: January 16, 2014Categories: TemplatesTags: , , Last Updated: August 10, 2026

About the Author: PNRao

Hi, I’m PNRao—an Excel & VBA developer with 20 years in data mining, automation, and project management. Day-to-day I turn raw data into clear insight, replace repetitive work with one-click workflows, and guide teams with smarter project management. On Analysistabs.com I share battle-tested tips on Excel, VBA, SQL, Automation, Project Management, and Data Analysis—plus a growing library of free and premium Project Management Templates. My goal is to help you work faster, build sharper tools, and level up your career. Let's master data and manage projects effectively, together.

19 Comments

  1. Akhil Joshi May 7, 2014 at 9:44 PM - Reply

    Awesome information. Thanks a lot.

  2. Abdulkareem January 30, 2015 at 4:58 PM - Reply

    This template is wonderful and saved me a lot of time. I was able to get my meeting notes documented and shared quickly without having to build something from scratch. Thank you!

    — Abdulkareem, Project Coordinator

  3. PNRao February 3, 2015 at 10:09 PM - Reply

    Thank you Kareem! We are glad we could help you! Thanks – PNRao

  4. DEEPA August 22, 2015 at 2:10 PM - Reply

    Awesome format and the information in the article is fantastic. A great resource that’s a huge help. Can you send me project feed back form, its a grateful help me!

    — Deepa, Jr. Project Manager

  5. PNRao August 23, 2015 at 1:57 AM - Reply

    Hi Deepa, Thanks for your valuable feedback! Thanks-PNRao!

  6. HONEY HEID October 28, 2015 at 12:30 PM - Reply

    Great Article. I recently had to fill out a form and spent an enormous amount of time trying to find an appropriate Filling out forms is super easy with PDFfiller. Try it on your own here 2006 QAI QMV1407 and you’ll make sure how it’s simple.

  7. Renjith December 14, 2017 at 3:59 PM - Reply

    Great template! This was exactly what I was looking for and it saved me a ton of time. Bravo!”

    — Renjith, Business Analyst

  8. Sarah Jenkins December 14, 2017 at 4:00 PM - Reply

    In a startup, we move fast, and miscommunication can be costly. This template is exactly what we needed. It’s comprehensive enough to capture technical details but simple enough that it doesn’t slow us down. Sharing the action items with the dev team is now crystal clear, and everyone knows exactly what they’re responsible for. It has become a standard tool in our workflow.

    — Sarah Jenkins, Lead Developer

  9. Jatin May 29, 2018 at 12:07 PM - Reply

    grate save my time

  10. dudosingh69 December 17, 2018 at 12:41 PM - Reply

    Payroll Help in Excel (wtih VBA)

  11. William July 12, 2019 at 12:24 PM - Reply

    This is very good work. The template is well-designed and easy to use. Thanks a bunch :) for making this available!

    — William, Operations Manager

  12. Rahul October 17, 2020 at 1:28 PM - Reply

    Excellent sheet. This template has made my work so much easier. The format is clear, professional, and has everything I need to keep our project meetings on track.

    — Rahul, Team Lead

  13. Anshi April 21, 2023 at 7:24 PM - Reply

    Thank you for writing this.

    • PNRao May 3, 2023 at 8:55 AM - Reply

      Thank you all for great feedback!
      We’re thrilled our template helps professionals save time and stay organized. We hope you find it just as valuable!

      — PNRao!

  14. David January 23, 2024 at 10:15 AM - Reply

    I juggle multiple clients, and my meeting notes used to be a mess. This template has completely streamlined my process. It takes me just a few minutes to fill out during the call, and I can send a professional, easy-to-read summary to my clients immediately after. It has genuinely saved me hours of administrative work each week. Highly recommended for any consultant.

    — David Chen, Freelance Business Consultant

  15. Mark August 10, 2024 at 2:33 PM - Reply

    With over 20 years in program management, I’ve seen my share of templates. This is, without a doubt, one of the best free resources available. It covers all the essential elements needed for effective stakeholder communication and serves as a reliable record for project governance. The layout is logical and ensures nothing gets missed. A truly professional-grade tool.

    — Mark Riley, Senior Program Manager

  16. Emily February 5, 2025 at 12:15 PM - Reply

    I’m not a project manager, but I run a lot of team meetings. I needed a simple way to document what we discussed and who was doing what. This template was perfect. It’s intuitive, easy to use, and makes my follow-up emails look incredibly professional. It has made our team meetings much more productive.

    — Emily Carter, Marketing Director

  17. Priya S. April 24, 2025 at 6:18 PM - Reply

    As a junior project manager, keeping track of everything is my biggest challenge. This MOM template is a lifesaver. It’s so well-structured and professional. I used it for my first major client kickoff, and my manager was impressed with how clear and organized the minutes were. The separate sections for action items and decisions are brilliant. Thank you for making this available for free!

    — Priya, Junior Project Manager

  18. PNRao July 23, 2025 at 7:34 AM - Reply

    It’s great to read all the positive experiences here. We’re so glad the template is helping professionals like you save time and stay organized. Thanks for sharing your feedback!

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