Agenda, Minutes and Itinerary

Module 5 Lesson 7

Agenda

Agenda• An agenda includes the order of topics

to be covered at a meeting and the individuals responsible for each topic.

Sample Template 1

Sample Template 2

Sample Template 3

Agenda Guidelines• Leave a 2” top

margin.

• Use a columnar format.

• Arrange the topics in chronological order or in a logical sequence if no times are used.

Agenda Guidelines• Begin keying the

entries at the tab stop.

• Key the time information in the first column.

Agenda Guidelines• Key the descriptive

information in the second column.

• If the descriptive information is very short, center the program horizontally.

Agenda Guidelines• If the speaker’s

name or the room number is keyed in a third column, use the right align feature of your word processing program to align the column at the right edge.

Minutes

Minutes• Minutes are a summary of the events

and business conducted during a meeting. Minutes are the official record of a meeting and are kept by the secretary of an organization.

Formal Template

Informal Template

PTA Template

Minutes Guidelines• Because minutes

are often kept in a three-ring binder, set margins for a bound report (LM = 1.5”; RM = 1”).

Minutes Guidelines• Key the organization’s

name 1” from top of first page.

• Double-space and key MINUTES OF THE REGULAR MEETING in all caps. Double-space and key the date.

• Double-space after the heading.

Minutes Guidelines• Key side headings

in all capital letters. Double-space before and after the side headings.

• Single-space minutes.

Minutes Guidelines• Quadruple-space

before the closing to allow for signature. Start keying the closing at the center. The closing includes the secretary’s name and title.

Itinerary

Itinerary• An itinerary is a list which includes the

dates, times, schedules, lodging, and method of travel to be used on a trip.

Europe Tour

Hiking Tour

Wedding Itinerary

Conference Itinerary

Itinerary Guidelines• Use a 2” top

margin or vertically center the itinerary.

• Use default margins. Set left align tabs .5” and 2.5” from the left margin.

Itinerary Guidelines• Double-space after

the heading.

• Key the day of the week and the date at the left margin.

• Bold the date information.

Itinerary Guidelines• Double-space after

the date information. Indent all time .5” from the left margin. Use local time and align times at the colon.

Itinerary Guidelines• Use the indent

feature to align wrap-around lines in the event section of the itinerary.

• Single-space the individual event notations. Double space between events.

Itinerary Guidelines• Note: It is also

acceptable to key an itinerary in a table with or without gridlines.