Record of discussion template 2026

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The document is a Record of Discussion Form used to document meetings between employees and managers/supervisors, outlining the purpose of the meeting, agreed actions, and signatures from both parties. It is part of HR Policies and Procedures related to disciplinary actions, approved in July 2009.

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Click ‘Get Form’ to open the record of discussion template in the editor.
Begin by entering the 'Date' and 'Time' of the meeting in the designated fields. This ensures accurate documentation of when the discussion took place.
In the 'Meeting between' section, input the names of all participants involved in the discussion. This helps clarify who was present.
Next, specify the 'Purpose of meeting'. Clearly outline the main topics or objectives discussed to provide context for future reference.
In the 'Action(s) agreed' section, list any decisions made or actions that need to be taken as a result of this meeting. Be concise yet thorough.
Finally, ensure that both parties sign and date at the bottom of the form. This adds authenticity and accountability to your record.

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Versions	Form popularity	Fillable & printable
2013	4 Satisfied (48 Votes)
2009	3.7 Satisfied (34 Votes)

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How to properly write a discussion?

Snippets of Effective Discussions: Summarize the key findings in clear and concise language. Acknowledge when a hypothesis may be incorrect. Place your study within the context of previous studies. Discuss potential future research. Provide the reader with a take-away statement to end the manuscript.

How to write a meeting record?

Here are some of the details that you should into the meeting minutes. Date and time of meeting. Names of the participants. Agenda items and topics discussed. Action items.

How to write a record of discussion?

Set a timeframe for improvement anything from 2 days to 2 weeks may be appropriate, depending on the issue. Make notes using this form as you go, once youve had the discussion, have the employee review your notes and sign to show that they agree its an accurate reflection of what was discussed.

What is the official record of discussions and decisions at the meeting called?

Minutes, also known as minutes of meeting, protocols or, informally, notes, are the instant written record of a meeting or hearing.

How to write a record of conversation?

Record dates and names. Never change the date, even if the conversation had been scheduled for a different day. Include full names on the first reference. First names or initials are acceptable after that. Ask all parties to verify the date and discussion points with a physical or electronic signature when possible.

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What is a written record of a meeting?

Meeting minutes are the written record of what was discussed and decided during a meeting. They typically include the date and time of the meeting, a list of attendees, a summary of the topics discussed, decisions made, action items assigned, and the time of adjournment.

How to document a discussion with an employee?

In documentation, be sure to provide an accurate record of the conversation. Stick with the facts and write down just what you said and what the employee said. Ensure the employee is clear on what the expectations are and how he or she did or did not meet them.

What is a record of discussion?

Its a formal form for an informal process and allows managers to clearly structure a discussion and set expectations. Using this form allows you to keep notes of what was discussed, what agreed outcomes are and can be relied upon if disciplinary action is required down the track.