Mastering the Art of Minutes Taking

by Pat Crosscombe, Founder & CEO, BoardSpace | Jun 23, 2026 | Director, Governance

Minute-taking has a reputation for being one of the least-loved jobs on any board — and for good reason. It can be stressful, fast-paced, and sometimes thankless. But done well, it’s one of the most important contributions a director or staff member can make to a board’s success.

This guide breaks down minute-taking into clear, practical steps. Whether you’ve just inherited the job of secretary or you’re looking to improve how your organization records its meetings, you’ll find tools and strategies that make the task faster, easier, and more reliable.

The goal isn’t perfection. It’s clarity. The best minutes don’t try to capture everything that was said — they capture what matters: the decisions, the context, and the next steps. With a bit of preparation and the right tools, minute-taking can go from a dreaded chore to a surprisingly satisfying part of good governance.

Why Meeting Minutes Matter

Minutes are more than just a record — they’re your board’s official memory. They document what decisions were made, why they were made, and who’s responsible for following up. They’re the first place people look when questions arise months (or years) later about what was approved or discussed.

Good minutes also protect your board. They’re legal documents that may be used as evidence in court or when an auditor comes knocking. Missing, incomplete, or inaccurate minutes can leave your organization exposed — and can create confusion for property managers or future directors trying to reconstruct past decisions.

Most importantly, well-written minutes build trust. They make the board’s work transparent to owners, staff, and other stakeholders. Everyone can see what’s been decided and why — without wading through pages of unnecessary detail.

In short, minutes are the backbone of effective governance — and a lifesaver when memories fade.

The Essentials of Good Minutes

The best minutes are accurate, clear, and concise and follow a consistent structure. At a minimum, include:

  • The date, time, and location
  • Who attended and who was absent
  • The agenda items discussed
  • Key points, motions, votes, and decisions
  • Action items (who is doing what, and by when)

You don’t need to include every comment or discussion thread. Focus instead on what was decided and why. Summarize discussions in a few sentences, highlight any differing opinions, and record outcomes clearly.

Think of minutes as a story with a purpose: capturing how the board moved from Point A to Point B — and what happens next.

Getting Ready to Take Minutes

Preparation makes all the difference. Before the meeting, review the agenda and background materials so you understand what’s being discussed. That way, you’ll be ready to identify key decisions and action items as they happen.

Set up your tools — whether that’s a laptop, tablet, or notebook. If you use software like BoardSpace, you can build your meeting record ahead of time and link agenda items, motions, and actions as the meeting unfolds. It’s a huge time-saver.

A minutes template also helps maintain consistency and ensures nothing gets missed.

Taking Minutes During the Meeting

Here’s the golden rule: listen for meaning, not for words. Don’t try to write down everything — capture only what matters.

Use the agenda as your guide and jot notes under each item. Record:

  • Motions (who moved, who seconded, and the result)
  • Key points that explain the decision
  • Action items with clear responsibility and timelines

If things move quickly (and they often do), it’s fine to jot “clarify later” and return to it when preparing your draft.

Writing Good Motions (and Understanding Resolutions)

If minutes are the memory of your board, motions are its heartbeat. Every formal decision flows through a motion — but not all motions are clear, complete, or usable later. Before diving into how to write a strong motion, let’s clear up a common point of confusion.

Motion vs. Resolution — What’s the Difference?

A motion is the proposal.
A resolution is the motion after it’s been approved.

In simple terms:

  • A motion is introduced, discussed, and voted on.
  • Once it passes, it becomes the resolution of the board.

Many boards use the terms interchangeably, and that’s fine. But technically, the resolution is the final adopted decision — the part that matters legally and operationally.

Some organizations label them formally (e.g., Resolution 2025-01). Others keep it simple with clear motion wording. Either way is acceptable as long as the final decision is unambiguous.

What Every Motion Should Include

A good motion is:

  • Clear
  • Specific
  • Action-oriented
  • Self-contained (readable without context)
  • Free of commentary or emotion

Every motion must also list:

  • A mover
  • A seconder
  • A result (carried, defeated, or tabled)

What a Motion Should Not Include

  • Background or reasoning
  • Opinions or debate
  • Vague direction
  • Mixed topics
  • Personal commentary (“and thank Bob…”)

The discussion belongs above the motion. The motion records the decision — nothing more.

Examples of Bad vs. Good Motions

1. Vague Motion

“To deal with landscaping for next year.”

“To award the 2025 landscaping contract to GreenLeaf Landscaping for $8,500 plus HST.”

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