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What is MOM Format? MOM stands for Minutes of Meeting and is used to record details of a meeting. The MOM captures all the details related to a meeting in a single document so that anyone can refer to it later and understand what actually happened in a meeting. A MOM format is a style or pattern in which minutes of meetings are captured. The form can be generic or specific to the company. Typically, MS Word is the preferred tool to capture a MOM. Other formats can include Excel, PowerPoint, and in some cases an Outlook or email. Download This Templates Now! Minutes of Meeting Example What should a MOM Format contain? General Information and Attendance The first section in the template has details that are more general in nature. Most of the fields are self-explanatory. The meeting chair is the person who is the key decision-maker. The meeting title is a short description of the meeting. Attendees are a list of the people who attended the meeting, and apologies are used to document people who did not participate. Agenda, Summary of Discussion, and Conclusion The Agenda should contain the key discussion points for the meeting. It should be a set of bullet points describing the different topics planned to be discussed. The agenda should be set before the conference is organized to use the agenda you sent when you scheduled the meeting. The discussion summary should contain a detailed list of discussed with specific names to clear who said what. The discussion summary is the critical section, as most of what was discussed will be captured in the area. So, you should add as many details as you can. The meeting concluded in the MOM template should contain a quick summary of the meeting's conclusion. If two different topics were discussed, then you can have bullet points to discuss both issues. Action Items and Decision Register This section in the MOM template helps keep track of the tasks agreed upon in the meeting. If you do not need the decisions sections, then you can delete that from the template. It is highly recommended that you leave the action items. General Section of Minutes of Meeting Action Items and Decisions in MOM Format The action items section is also one of the critical areas in the MOM template, as it captures what tasks or actions are pending. Assigning action items is very useful as each action item will have an owner and deadline. Every Action will have a Serial Number - a counter, Action Item - what is the task, Owner - who is responsible for the job, Due Date - the deadline for the task. It is essential to keep the action items rolling, meaning the action items are published until closed. Even after closing, I would suggest keeping the closed action item in the document with closed status for at least one meeting so that people will know when something is closed. Like the action items register, the decision register captures decisions made in a meeting. Each decision contains a Serial Number - a counter, Decision - a description of the decision made, Decision By - who made the decision, Date - the date on which the decision was made. The decision register should also be rolling and should be kept in the minutes as long as possible as people need to know what decisions were made and by whom. Meeting Minutes - Decisions and Actions MOM Format PPT or PowerPoint Template PPT also provides ease of creating a MOM format. Out MOM PPT template captures the following details. Necessary information about the meeting, like meeting name, date, time, place, and host. The meeting objective covers the reason behind having this meeting. It can be a short summary to indicate what is the reason behind the arrangement. Attendees and apologies have the list of people who attended and not attended. Agenda is a list of agenda items that need to be discussed in the meeting. There is a discussed column for you to mark when the thing is concerned. Action items have the actual description, owner, and due date for that action item. MOM Format PPT MOM Format Email Template (Outlook) Sending minutes via email is not recommended, but this is an option that can be used. This template is elementary and covers all the details. But at the same time has been designed to easily fit into an email. You can send minutes via email when it is not a formal meeting that involves senior stakeholders. One of the disadvantages of using email MOM format is that you cannot store like you store documents. To use the MOM template, simply open the .msg template with outlook. MOM Format Email Template How To Create Your Own MOM Format While you can always use the readily available MOM templates, it can sometimes be necessary to create your own. Depending on your project's need, you may want to create a customer MOM that will help you. Please follow the below steps to make your own format. Step 1: Pick your MOM format or doctype - Understand what kind of document you want to use Excel, Word, PPT, or simple email template. Step 2: Finalize the content you want to see in the minutes. Generally, people have meeting title, time and place, attendees/apologies, agenda, items discussed, and outstanding action items. You can add your own specific sections like budget, risks, etc. It is vital to understand. Step 3: Based on the content, divide the document sections into different categories, depending on the tool being used how you create the selection changes. For example, in word and PPT, you will have to use tables, whereas, in Excel, you will need to merge the cells to create blocks. Step 4: Depending on your choice, color the headings. Typically, as minutes are a very formal document, the colors are light.

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Learn how to create effective minutes of meeting with examples, elements, samples, and importance. How to write meeting minutes

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What Is a Project Charter? A Project Charter is a formal, concise document that outlines the project's objectives, scope, stakeholders, timelines, and overall strategy. It serves as a foundational reference point for all stakeholders involved in the project, including team members, sponsors, and management. Download This Template Now! Project Charter Template PPT About Project Charters The inception of every project is a Project Charter. In the Initiation phase, the Project Charter is issued by the project sponsor, and it defines the existence of the project. It captures high-level project planning details like business need, scope, milestones, dependencies, risks, and required resources. The Charter is an important document that gives the project manager the authority to commence the project and acquire the required resources to support the project activities. In some cases, the project charter is signed off by the Project Sponsor, while in some others, there may be a group of approvers (all stakeholders) who need to sign off for the document to be considered approved. Once approved by the defined approvers, it cannot be changed or modified unless agreed by all the parties involved. This Project Charter Template/document helps identify the project's major stakeholders and sets clear expectations on the project goals. It is used as a reference document throughout the project. Why Do We Need a Project Charter? Do not underestimate the value of a project charter as just yet another management document. Having a project charter template PPT provides your project with the following benefits: Formally authorizes the project. Creates a vision and a shared understanding of the project. Empowers the project manager to lead the project. Identifies the high-level objectives and scope of the project. Defines what will success look like. Enables support for the project to be gained. Ensures that key stakeholders are aware of the project. Secures budget and resources for the project. Serves as a point of reference for the project team. Download This Template Now! Project Charter Template What Should a Good Project Charter Contain? While most project management methods and frameworks prescribe the use of a project charter of some sort – either called one-pager, charter, or mandate -, there is no defined composition for its template. However, a principle to consider is that any good Project Charter will help you clarify the What, Why, Who, When, and at What Cost of the project. According to the PMBOK® Guide, these are covered by the following sections in a Project Charter: Project Information: Includes the ID and name of the project, name of the project manager, and project sponsor Business need, problem, or opportunity: What is the main driver for this project to exist? What is the context from which it was born? Project Objectives and Benefits: What are you trying to achieve with the project? Try writing your objectives as SMART objectives – specific, measurable, attainable, realistic, and time-bounded Project Organization: Describes the governance of the project, including key roles for its management and direction High-level project scope: At a very high-level, the project charter should be able to outline the boundaries of the project, i.e., what will be in scope and out of the project's scope, as well as key deliverables to be created by the project. High-level project timescale: At a very high-level, the project charter should list the key stages and estimated duration for the project and its key milestones. High-level project budget: At a very high-level, the project charter should identify the project's budget requirements, including capital and revenue expenditure forecast. Key assumptions: Main assumptions that may impact the project if proven false Key project risks: Main risks that may impact the project if they materialize Success criteria: Key measures to assess the success of the projectTo make your life easier, I’ve produced a simple project charter template that you can download here. Ready to use! Best Practices when Writing a Project Charter Writing a Project Charter can be time-consuming, particularly if not done properly; thus, here’s a couple of tips to help you steer your project towards success from its very beginning: Keep it brief: Trust me, the more pages a document contains, the less chance it will get read. Try to keep your Project Charter simple and brief. After all, it should capture key, high-level information! Be explicit: No one cares or is enthusiastic about a vague summary of a project. Get to the point as early as possible and make it explicit. Build it with your sponsor: While theory advises that the Charter should be handed over by the project sponsor to the project manager, in reality, it is often the project manager to writes the Project Charter with the support of the Sponsor. Whatever the model, the involvement of the sponsor is fundamental. Get it signed-off: Until you get the Charter signed-off by your sponsor, the project is not formally authorized. No Charter, no project. Share it: One of the main benefits of a Charter is that you can gain support from the project and ensure a shared understanding of what the project is about. Be proud to share your Charter with your team and key stakeholders! Looking for PM jobs? Here is the one-stop destination Project Charter Word Template About Project Charter Template PPT Project Title: This field specifies the name of the project. Project Start and End Date: This field specifies the timeline to complete the project. Project Manager: This field indicates the project manager who has the authority to execute the project. Project Sponsor: This field indicates the Project Sponsors who have initiated the project. Business Need: This field captures the need for initiating the project. It helps to understand and specify WHY the project is being undertaken. Project Scope: This field defines activities that are within the scope of the project. Items that are out of scope can also be mentioned in this field to set clear expectations. Deliverables: Every project undertaken will result in a tangible or intangible outcome. This field indicates the deliverables/goals that are expected to be achieved by this project. Risks and Issues: Very often, major risks and issues foreseen at the beginning of the project are indicated in this field. For, e.g., Delays due to Data Dependencies on external teams, personnel working on the project proceeding on planned leave resulting in a delay in the project timelines. Assumptions and Dependencies: Very often, assumptions and dependencies are made at the start of the project when certain events are expected to occur during the course of the project, which may result in a delay of the project timelines. Project activities that are dependent on each other need to be clearly stated in this field. For, e.g., Data discrepancy may be an assumption where large amounts of data are involved, dependencies on Infrastructure teams for the hardware. Milestones Schedule: This field indicates the major milestones the project aims to accomplish and the target completion date for each milestone. The charter can track the progress of the milestones against the target dates mentioned in the document. Budget/Financials: Every project has a set budget, and this field specifies the cost that will be incurred to undertake this project. Project Team: States the personnel/members required to work on the project, including the sponsor, project manager, and other required resources. Approval Committee: Every project charter needs to be approved by a defined set of approvers, including the sponsor and other stakeholders. A project charter is considered approved once signed off by all the approvers. To summarize, as per the Project Management guidelines, the project charter template PPT is a document that formally authorizes a project giving the project manager the authority to execute the project and obtain the required resources. This is a point-in-time document signed by all stakeholders and can be used as a baseline for future project changes. The Project Charter is the key document in the Initiation phase of a project. It is the first opportunity that the project manager has to build the right foundations for the project. Grab the chance to cause a great first impression with a great Project Charter!

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