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Rubric for Meeting Notes and Minutes

Rubric scoring Has example

Check whether notes capture decisions, actions and context.

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Evaluate these meeting notes. Notes: [MEETING_NOTES]. Meeting purpose: [PURPOSE]. Attendees: [ATTENDEES].

Score 1 to 5 for: accuracy against the agenda, clear decisions with reasons, actions with owner and date, open questions captured, neutrality, brevity, and ease of scanning. Count the actions that have both an owner and a date and give the percentage.

Return the scorecard with quotes as evidence, a corrected action list in a table, a list of things the notes missed that attendees would likely ask about, and a template for next time with five headings. Do not add decisions or names that are not in the notes.

Compare the notes against the agenda, listing agenda items that have no record of discussion. For each decision, check whether the reason is recorded and whether anyone who disagreed is noted fairly. Offer a rewritten version of the first third of the notes in the template format, using only information in the notes, so the team can see the difference.

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See an example result (fictional data)
Invented notes with 6 actions, 4 of which have both owner and date.
Percentage with owner and date = 4 / 6 = 67 percent.
Scores out of 5: accuracy 4; decisions with reasons 3; actions 3; open questions 2; neutrality 5; brevity 4; scannability 3. Total 24 out of 35.
Missing: why the budget decision was postponed.
Corrected action table: Send quote (owner Ana, Friday); Review contract (owner unassigned, no date) flagged for the next meeting.
Template headings: Decisions, Actions, Open questions, Parked items, Next meeting.

Illustrative only, made-up data. Your results will differ and must be reviewed.

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