Excel Templates

Meeting Notes Tracker

Capturing notes during project meetings and distributing them out quickly after the meeting ends is not only extremely important, but is also very challenging.

My goals for this template were:

  • Allow for the easy capture of discussions during meetings. Including the timestamp, the person speaking, and the topic.
  • Allow for the discussion to be summarized post-meeting.
  • Once the meeting has been summarized, provide for the ability to refresh a pivot sheet that would provide: Meeting Details, Participants, Topics Discussed, Meeting Summary, and theĀ Full Meeting Minutes
  • Once the details of the meeting have been pivoted, present the data in the pivots so that the spreadsheet can be distributed as-is or used to compose a “Meeting Minutes” email.

Download Sample

Daily Time Tracker

I originally built this spreadsheet to simply track the hours that I was working on various projects. It grew from there! Today, this spreadsheet can be used to:

  • Track the amount of time you have worked during the day. Including the amount of time that you have either forecasted or charged to a project or a time off balance.
  • Provide you with a historical reference for meetings.
  • Keep you on track with tasks that you need to complete. Including tasks that have a daily reoccurrence.
  • Goals that you want to accomplish.
  • Provide you with a visual representation of your time off balances.
  • Provide you with a holiday reference.

Some people probably ask: “Andy! Isn’t this overkill? Why not simply use Outlook for reference?” The reason I like having a separate list of meetings outside of Outlook is simply because often meetings get re-cycled. Therefore, I lose the historical reference.

Download Sample

Date Extraction and Conversion Tool

Scenario: You’re provided a document that contains dates in various formats:

  • Jun 1-8
  • 8-Jun
  • Jun 9-10
  • Jun 12-10

You want to be able to create a list of start and end dates:

Start date End date
6/1/2020 6/8/2020
6/8/2020 6/8/2020
6/9/2020 6/10/2020
6/12/2020 6/13/2020
This template will help you achieve that goal.

Download Sample

Meeting Attendance Tracker

When you’re running a project call and taking notes on your own, it can be easy to forget to capture attendance for the call. Thankfully, if you’re using Skype for Business, at the end of the call you can usually find a message in your Conversation history of Outlook that will contain all of the attendees. Using this, you can build a meeting attendance report that can be combined with my Meeting Notes Tracker template (above).

This spreadsheet is also great if you simply need to get a person’s name or email address out of an Outlook Address Book format (i.e. Last, First M <

Download Sample

Call Volume & Trending Issues Tracker

This template was developed to allow someone who is tracking calls to a Service Desk during a project rollout to report volume at a high level and to easily add additional reporting points to track issues that emerge.

This template also provides a chart that can be used to chart deployment numbers alongside Service Desk volume and call drivers.

Download Sample

Project Task Tracker

I created this task tracker before I had access to Microsoft Project. I needed a way to track the lifecycle of a project and all of the updates for the various tasks that were associated with the project. Excel, once again, came to my rescue. Now that I do have access to Microsoft Project, I have to say I still prefer the way this spreadsheet allows me to capture status updates for the project and each task. I can very easily drill-down to the latest updates and copy/paste those updates into an email.

This spreadsheet provides:

  • The ability to track tasks by Category, Team, Team Member, or Site.
  • Determine which Category, Team, Team Member, or Site has the heaviest workload.
  • See a timeline of projected vs actual start and end dates.

Download Sample