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Parent meeting notes template

Note-taking template for a meeting with a school, club, or safeguarding professional — to use during the meeting and write up afterwards.

When to use this template

Use to prepare for and record a face-to-face or video meeting with a school, club, or local authority about a safeguarding concern.

Tone guidance

  • Write down your top three points before the meeting. You will remember one, maybe two.
  • Ask for clarification when you do not understand a term. "Could you explain what that means in practice?" is a perfect question.
  • Ask for actions in writing afterwards. "Please could you confirm what we agreed by email?" is enough.
  • It is fine to say you need to think before agreeing to anything.

Template

Meeting notes

Purpose: [MEETING PURPOSE]
Date and time: [DATE / TIME]
Location or platform: [LOCATION OR PLATFORM]
People present: [PEOPLE PRESENT]

Before the meeting — my prep
- Three key points I want to make:
  [YOUR KEY POINTS]
- Questions I want answered:
  [YOUR QUESTIONS]
- What I would like to leave with:
  [DESIRED OUTCOME]

During the meeting — notes
[MEETING NOTES]

Actions agreed
[ACTIONS AGREED]

For each action, record:
- What:
- Who:
- By when:

Follow-up date: [FOLLOW-UP DATE]

After the meeting — write-up
- Was anything not covered that I wanted to raise?
- Did I get a named contact and clear next steps?
- Is there anything I want to confirm in a short follow-up email?
- How am I feeling and what do I need before the next step?

Fields to replace

Before sending, swap every bracketed placeholder for your own details. If a field does not apply, delete the whole line.

  • Meeting purpose[MEETING PURPOSE]
  • Date and time[DATE / TIME]
  • Location or platform[LOCATION OR PLATFORM]
  • People present[PEOPLE PRESENT]
  • Your three key points[YOUR KEY POINTS]
  • Questions you want answered[YOUR QUESTIONS]
  • What you would like to leave with[DESIRED OUTCOME]
  • Notes during the meeting[MEETING NOTES]
  • Actions agreed[ACTIONS AGREED]
  • Date for follow-up[FOLLOW-UP DATE]

What to attach

  • Your incident timeline, if relevant.
  • Previous email correspondence, in date order.
  • A short written summary if you find it hard to speak under pressure.

What not to include

  • Other children's full names where avoidable.
  • Recordings of the meeting unless all parties have agreed.
  • Statements made in confidence that other people did not consent to share.

Related

External sources

Last reviewed: 2026-05-20Next review: 2026-08-20Reviewed against: UK safeguarding practice

This is practical educational content to support families. For case-specific concerns about a child's safety, contact the NSPCC helpline on 0808 800 5000 or your local safeguarding team.