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Minutes of Meeting (MoM) Guide – MerciGlobal Cloud ERP

Why Minutes of Meeting (MoM) Are Necessary

Minutes of Meeting are essential for documenting and formalizing the outcomes and takeaways of any discussion, especially in a collaborative, fast-paced environment like MerciGlobal Cloud ERP.

Importance

  • Clarity and Accountability: Identifies decisions, assigned responsibilities, and deadlines.
  • Time Efficiency: Reduces redundancy by avoiding repeated discussions.
  • Progress Tracking: Ensures tasks are followed up and completed.
  • Documentation and Reference: Legal/formal documentation for client or internal discussions.
  • Team Alignment: Keeps Sales, Developers, and Customers in sync.

Standard Format for MoM

Below is the recommended format for documenting Minutes of Meeting for any department or project under MerciGlobal Cloud ERP.

# Minutes of Meeting (MoM)

**Date:** [DD/MM/YYYY]  
**Time:** [Start Time – End Time]  
**Location/Platform:** [Zoom / Google Meet / In-person]

## Attendees:
- [Name, Role – e.g., John Doe, Senior Developer]
- [Name, Role – e.g., Sarah Khan, Client – XYZ Ltd.]

## Meeting Objective:
- [Brief summary of why the meeting was scheduled.]

## Agenda Points:
1. [Topic 1 – e.g., Overview of ERP Implementation Timeline]
2. [Topic 2 – e.g., Client Training Sessions for Inventory Module]

## Key Discussion & Notes:
| Discussion Point       | Speaker | Summary                                                       |
|------------------------|---------|----------------------------------------------------------------|
| ERP Module Access      | John    | Confirmed that the client has access to Inventory & Sales modules. |
| Custom Report Request  | Sarah   | Client requested a report for monthly sales by product category.  |

## Action Items:
| Task                    | Assigned To | Deadline   | Status      |
|-------------------------|--------------|------------|-------------|
| Create custom sales report | Dev Team     | 18/04/2025 | In Progress |
| Share training schedule    | Sales Team   | 15/04/2025 | Pending     |

## Decisions Made:
- Proceed with Phase 2 of ERP roll-out by 25/04/2025.
- Schedule weekly sync-up meetings for project tracking.

## Attachments (if any):
- Training deck (PDF)
- ERP Roadmap Sheet

## Next Meeting:
**Date**: [DD/MM/YYYY]  
**Agenda**: [Follow-up on implementation tasks]  
**Documented By:** [Name, Role]

Best Practices

  • Use a consistent format across all meetings.
  • Share the MoM within 24 hours post-meeting.
  • Use MerciGlobal ERP’s internal storage or CRM for centralizing MoMs.
  • Assign clear owners and deadlines for each task.
  • Include links or documents where necessary.

This MoM format ensures clear communication, accountability, and efficient follow-up in every meeting at MerciGlobal Cloud ERP.