MeetingMate v7.0.4

Organization-specific agenda templates • Prepared agendas • Runs locally
Quick Instructions
  1. Select or create an organization. Each organization keeps its own officers, quorum rule, agenda template, voting method, and saved wording.
  2. Prepare the meeting ahead of time. Build the agenda and sub-agenda items, then save the meeting so it can be reopened during the meeting.
  3. Mark officers present. MeetingMate calculates quorum from the officer requirement and calculates the majority vote from officers present plus members present.
  4. Enter meeting notes as business is handled. Use Agenda Heading Notes for the main heading and Notes under each sub-agenda item for that specific item.
  5. For motions or votes, check Vote / Motion. Enter motion wording, mover/second if desired, discussion, and select the saved disposition/result.
  6. Use saved disposition wording. Passed, Failed, Passed as Corrected, Tabled, and other organization-specific results can be saved once and reused.
  7. Generate / Refresh Minutes. Review the minutes, then print or save them as PDF when ready.
  8. Export a MeetingMate backup. Keep a backup before major changes or when moving the file to another computer.

1. Organization

Each organization keeps its own board roster, offices, quorum rule, agenda base template, and voting method.

Membership voting records who made and seconded the motion, but not how each member voted.

Organization Agenda Base Template

Set the normal agenda headings for the selected organization. These are used automatically for new meetings and printed agendas.

Prepared Meetings / Agendas

2. Meeting Details

3. Board Attendance & Quorum

Add board members below.
Board MemberOffice / RolePresentAction
Add board members and mark attendance.

4. Public / Guest Attendance

NameAction

5. Meeting Order

The sections below follow the selected organization’s saved Agenda Base Template. Edit or reorder that template above whenever the organization changes its order of business.

Minutes of Last Meeting
Old Business
New Business
Open for General Discussion
Next Meeting
Adjournment

6. Action Items / Commitments

TaskAssigned ToDueAction

7. Meeting Minutes

v7.0.4 direct generator
Click “Generate / Refresh Minutes” when ready.
Checking offline setup…