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.

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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]

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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.

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