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Guidance for servicing meetings

Use our standardised templates and resources to improve the consistency, accessibility and agility of meeting records and minutes.

Key resources

Guidebooks

For guidance on servicing meetings of formal University-level committees and oversight bodies (ie Council, Senate and their subcommittees, UEB and its subcommittees with a formal compliance function at University level), see our Information for secretaries to formal University-level committees web page.

Using AI to Help Minute Meetings

To save a considerable amount of time, if you're hosting an online meeting you can use this AI Minuting Process to simplify and standardise minuting using Zoom's recording function and Gemini Gems. AI provides the first draft; you provide the final authority. Human checking is always necessary for quality control.

Templates

This section contains templates for agendas and minutes, as well as item, decision and action (IDA) logs. You can tailor an IDA log according to your meeting through categorising themes or who raised the item, to adding approval columns and noting if it is for information, approval or discussion.



Accessibility

All meeting papers should be produced in line with accessibility standards.

If you are creating documents frequently, you should attend the creating accessible documents training (login required).

Read guidance on holding Inclusive meetings and events.

More information on creating accessible documents can be found in the guidebook for servicing meetings and the Accessibility Skills Guide.

Training and support