Meeting Notes Template (Participant-Friendly)

A plain-language meeting notes template for meetings with participants, covering who came, what we talked about, what was decided, who will do what and the next meeting.

Preview of the first page of Meeting Notes Template (Participant-Friendly)
Join Plus to download

Plus includes the PDF and an editable Word version.

Log in to save this resource

Client group
Providers and support coordinators meeting with participants.
Practice setting
Planning, review and team meetings.
Format
Templates and planning tools
Details
A4 PDF, printable
Pages
2
Editable version
Word (.docx), for Plus members
Demographics
Children, Teens, Adults
Age groups
All ages
Access
Plus members
Resource code
PP-NDIS-045
Version
1.0

About this resource

People should understand records of meetings about them. This template records who came, what we talked about, what was decided, who will do what and when, and the next meeting, in plain language with space for symbols.

Purpose

To give participants clear, accessible records of meetings about them.

Who it is for

Primary profession: NDIS providers and support coordinators. Also relevant for disability support workers, social workers.

Client or participant group: Providers and support coordinators meeting with participants.

Practice setting: Planning, review and team meetings.

Suggested uses

  • Planning meetings
  • Reviews
  • Team meetings with participants
  • Family meetings

Instructions for practitioners

  1. Write in plain language.
  2. Check the notes with the participant.
  3. Give a copy in their preferred format.
  4. Follow up actions.

Accessibility considerations

Add symbols and photos. Offer Easy Read.

Scope and limitations

A meeting notes template.

Research basis

Easy Read standards and disability rights frameworks support people's right to accessible information; test Easy Read materials with the people who will use them. Human rights frameworks and research on the dignity of risk support people's right to make their own choices, including choices that involve some risk.

What is included

A 2-page printable A4 PDF, including a practitioner notes page with the research basis (version 1.0).

Originality

Original Practitioner Plus content: wording, activity structure, layout and icons were created for this resource. No third-party worksheets, illustrations or text were reproduced.

Practitioner Plus membership

Spend less time searching and more time with people.

Start with a free account, then upgrade to Plus for the full premium library, favourites and new releases.