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Apex Hardware Supply
Quarterly Operations & Safety Review
October 12, 2026
Date, time & location: October 12, 2026 · 10:00 AM - 11:30 AM CT
Meeting Chair: Alex Morgan, Operations Director
Minutes Recorded By: Jordan Taylor, Operations Associate
Attendees Present: Alex Morgan, Jordan Taylor, Sarah Jenkins, Marcus Vance, Dana Scott
Regrets / Absent: Tom Alvarez (excused)
Agenda Topics
1. Q3 Inventory Reconciliation & Discrepancy Review
2. Forklift Fleet Maintenance & OSHA Safety Checks
3. Holiday Peak Season Staffing & Receiving Schedule
Discussions & Decisions
1. Inventory Reconciliation: Dock check-in delay reduced to 35 min average. Team approved implementing barcode scanning verification at dock entry effective Nov 1.
2. Fleet Maintenance: Reviewed quarterly inspection report. Motion by S. Jenkins to replace two worn hydraulic pallet jacks ($1,400 total) approved unanimously.
3. Holiday Staffing: Approved hiring 3 seasonal warehouse associates starting Nov 10. J. Taylor will post openings by Friday.
Action Items & Task Assignments
| Status | Action / Task | Assignee | Target Date |
|---|---|---|---|
| [ ] | Order 2 hydraulic pallet jacks from vendor | Alex Morgan | Oct 20, 2026 |
| [ ] | Post 3 seasonal warehouse job listings | Jordan Taylor | Oct 16, 2026 |
| [ ] | Calibrate receiving dock barcode scanners | Marcus Vance | Oct 28, 2026 |
Minutes Submitted by (Recorder Signature)
Jordan Taylor, Operations Associate
Meeting Chair Approval Signature
Alex Morgan, Operations Director
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Meeting minutes best practices
How to take effective meeting minutes
Minutes record meeting decisions and agreed actions. This template does not establish legal validity. They should document what was decided, not transcribe every word spoken.
- Focus on decisions: Record exact motions, vote outcomes (unanimous or roll call), and approved budgets.
- Assign clear ownership: Every action item must name exactly one primary owner and a specific deadline.
- Sign-off record: Have the recorder and chair review and sign off before distributing to attendees.
Common mistakes
Avoid ambiguous due dates like "ASAP" or "Next week". Always record calendar dates and specific task outcomes.