Both formal and informal meetings are taking place every day in any organization, but who is taking and recording the minutes from these meetings?

Are accurate records of key business decisions being recorded? Who were the key decision makers? Does anyone know what happened in the meeting and what decisions were made and carried?  What ideas were discussed and motioned? Are your business units effectively implementing decisions made after the meeting?

The PD Training Minute Taking Training course will enable you to understand the important role of a minute-taker as well as efficiently recording all the important information discussed.  Learn key skills like deciding what should be recorded, active listening, how to create drafts and reports, organizational skills and much more.

This comprehensive training course is available across the U.S., including Atlanta, Austin, Baltimore, Birmingham, Boston, Charlotte, Chicago, Dallas, Houston, Jackson, Los Angeles, Manhattan, Miami, New York, Orlando, Philadelphia, San Antonio and Seattle.

 

Your Learning Outcomes
Minute Taking Training Course

By the end of this course, participants will:

  • Recognize the importance and outcomes of minute taking
  • Identify and record action items during board meetings
  • Develop skills in active listening, critical thinking, and organization
  • Understand and customize meeting agreements
  • Record three types of minutes, including formal meetings, informal, and action minutes
  • Prepare and publish minutes with perfection
  • Take minutes in interactive board meetings
  • Write drafts, proofread and organize minutes
  • Build and maintain a minute book
  • Recognize the outcome of minute taking for a particular meeting
  • Recognize the role of a minute taker in achieving larger goals of an organization
  • Deal with common complaints and difficulties faced by minute takers
  • Perform the role with expertise using knowledge and skills
Duration: 1.0 day course

Your Giving Outcomes

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Reviews

Minute Taking Training Course Reviews:

I’m very impressed by PD Training … they specifically selected one of their specialist facilitators to run the session which then made it possible for us to discuss our requirements further and tailor the course we had selected to suit our particular needs.

I don't usually take the minutes for our staff meetings, but I was surprised how much was relevant and how much I learned about being more helpful and more professional in my job! And the trainer's presentation and personality made the training very enjoyable and easy to participate in. Not boring at all!

Sherlyn D. was a very up-lifting trainer and had a lot of great tips; she was very interesting to listen too! I really enjoyed the class need more trainers like Ms. Dorsey.

Mrs. Sheryln Dorsey was/is an awesome trainer. She kept the class involved and interested. Mrs. Dorsey has such a great and positive personality that keeps the class interested so it was very easy to pay attention and learn (I have a very short attention span). I would love to take another one of her courses.




Course Outline
Minute Taking Training Course

Download Minute Taking Training Course Outline

Foreword:

Improve your meeting outcomes with effective minute taking.

Effective minute taking will enable your business units to solve the many problems and complaints associated with running meetings. In the hands of a competent minute taker, the development of the skills in minute taking will enable managers and staff to efficiently record meeting items.

You will also learn the advanced styles of minute taking such as color-coding, and gain knowledge about the suitable methods for minute taking in informal, formal and action meetings.

Who will benefit from participating in this workshop?

  • Administrative staff and assistants
  • Recording Secretary
  • Administrative Assistant

Minute Taking Training Course - Lesson 1
Minute Taking
  • Welcome
  • Role Defined
  • Please define your role
  • What is your take away for today?
  • The effective Minute Taker
  • Problems that can be encountered and how you can overcome them
  • Reflection
Minute Taking Training Course - Lesson 2
Your winning style and how best to communicate with your Manager
  • LDP Review – Communication Evolution Tool
  • Reflection
  • Minute Taking Training Course - Lesson 3
    Active Listening
    • 5 Ways to improve your listening ability
    • Reflection
    Minute Taking Training Course - Lesson 4
    Set up for Success – Plan beforehand
    • Taking effective Minutes starts before the meeting has even begun
      • 1. Agenda Creation
      • Templates for preparation
      • 2. Room Setup up for the digital era
      • 3. Where to Sit
      • 4. Discreet Interruption Signals
      • 5. Communication Plan
    • Reflection
    Minute Taking Training Course - Lesson 5
    Determine What’s Important
    • Methods of Taking Notes
      • 1. Mind Mapping
      • 2. Smart Wisdom
      • 3. WHAT-WHO-WHEN
    • Do’s and Don’ts of Taking Minutes
    • Reflection
    Minute Taking Training Course - Lesson 6
    Minute Taking gone Digital
    • Revolution of Digital Minute Taking
    • Revolution of Digital Minute Taking with Apps (iPad, phone, laptop)
    • Reflection
    Minute Taking Training Course - Lesson 7
    Formal vs Informal
    • Formal vs Informal
    • Formal Meetings
    • Informal Meetings
    • Reflection
    Minute Taking Training Course - Lesson 8
    Reflections
    • Create an Action Plan
    • Accountability = Action

    Client Site Training We’ll focus on what matters most to you and tailor to your context


    Delivery Options for In-house training

    1-hour Motivator
    one hour motivator
    3-hour Power Sessions
    3 hour power session
    Full-day training
    full day training
    Conferences
    Conferences
    At your workplace At your workplace
    In our Training Rooms In our Training Rooms
     In our Online Training  Room - the HIVE In our Online Training Room

    We’ll make things easier so you can focus on adding more value

    We provide the Training Management Centre which is an information hub before, during and after training.
    (Let us know if there’s parts you don’t want to use)

    Invites people to training

    (So you don’t have to)

    Invite People icon

    Generates Sign in Sheet

    (So you don’t have to)

    Generate Sign In Sheet Icon

    Generates Branded Flyer

    If you if you want to ‘promote’ internally

    Generate Branded Flyer Example

    PDF’s of Certificates

    (can be co-branded with your logo)

    Completion Certificate Included

    Collects and Reports feedback

    (So you don’t have to)

    Feedback Report Example

    Complete Results Dashboard

    (including trainer insights)

    Results Dashboard Example

    What are people going to do differently?

    At the completion of training participants are encouraged to create an action plan, and invite an accountability buddy via their Orgmenta App.

    In your Training Management Centre you have transparency to the action plans so you can see what people are going to do differently.

    My Action Plan
    Participants encouraged to create

    Want to get clear on impacts and measure success? Our system and expert consultants support you.


    Our systems and people make it easy to identify how you’ll be able to measure impacts,
    and then report on the success in the weeks or months after training.

    Measure metrics your way

    Do you already have a training management system and wish they were automatically up to date?

    Training APIs

    It’s surprisingly easy to make it so that your system can automatically be up to date with all the training record details you need.

    More than just a training provider - we are your Learning and Development Partner, we look forward to working with you, talk to one of our friendly expert consultants today.

    Embed Learning A great training course is only the beginning to lasting change.

    To help you get lasting change from training we engage your participants

    Before training

    Pre course activity & chat with the trainer about personal learning goals

    During training

    At the course conclusion participants are encouraged to add an action plan and select an accountability buddy

    After training

    • Participants can access course materials and extension content + more
    • If they picked an accountability buddy, they will have that meeting as well

    We welcome your participants for Refresher Training on our public classes at no cost for 12-months (subject to availability)

    All made easy via our orgmenta participant app

    More ways we can help achieve lasting change include:

    1. Make it Stick Packs - 6 months of 10-15 minute activities to run at meetings

    Designed to be easy to use for Team Leaders, Managers, Trainers or other nominated Learning Champions these packs have 6 simple and quick activities to reinforce learning from the original course.

    When you choose this option, we provide your nominated Learning Champions with a 90-minute session in how to run the activities so they have the resources and confidence to integrate these into your normal team meetings or as stand alone lunch 'n' learn sessions.

    Make it Stick packs are available for all PDT Signature Series courses.

    2. Follow-Up Coaching by our Trainers

    Our Trainers can come back onsite and run coaching and reinforcment sessions for your team members. These sessions are most commonly 90-minutes long, and are designed to help people share and collaborate, helping them gain insights and confidence to apply what they learned so you see value from the investment in training with a lasting change.

    Our purpose is to deliver lasting impact, and we believe this is a powerful step in achieving lasting change, so to encourage you to give your people that extra opportunity to really see change, if you book a follow up session within 90-days of the original course date, we’ll come back onsite for 1/2 price.

    3. Physical Products - visual reminders to keep key concepts alive

    Many of the 'aha' moments in courses can come from the increased awareness of ourselves and our colleagues, these come through the REACH Profiles that is integrated into many of our courses.

    The insights lead us to better recognise our tendencies and strengths, understand how to be more mindful of adapting to the needs and preferences of our team and our customers.

    The insights are put into practice by appreciating the benefits of our diversity and either learning to adapt or implementing a strengths-based management approach.

    We have a great range of high quality products that can keep these impactful moments top of mind back in the workplace.

    REACH to my Team
    Visualizer / Reminder

    The REACH Team Visualizer/Reminder can be used in multiple ways in both training and in the office. When displayed in a high traffic area REACH will be kept top of mind. Below are guidelines for use of the REACH Team Visualizer / Reminder which is also in downloadable format.

    The REACH Team Visualizer / Reminder comes in two sizes of A0 841 x 1189 mm and A1 594 x 841 mm and is made from a sturdy 5mm corflute.

    REACH to my Team Visualizer / Reminder guidelines for use

    • For this activity the simplest way to plot all participants on the REACH Grid is by generating TEAM Insights Report from the REACH Ecosystem which will give the position of everyone participating.
    • Place the REACH Team Visualizer / Reminder on a flat surface, preferably a wall, where it is clearly visible. Ask participants to mark their REACH position on the grid with a sticky dot. Recommend that participants put their initials on the sticky dot so they can easily locate themselves later. Each person’s REACH can revealed one at a time in a group activity. This allows for everyone to identify the dynamic that they will have with each other. Are they in the same quadrant or are the polar opposites? How do they "REACH" each other?
    • When you construct this activity with participants who have not seen their REACH score, they begin to develop a sense of self-awareness and their blind spots as well as of those around them.
    • The REACH Team Visualizer / Reminder is a powerful way to keep Team Dynamics and REACH alive. It can be revisited on a regular basis, people can be added, removed or moved by simply adding, removing or moving dots.
    Download REACH Team Dynamic Visualiser guidelines

    Keep it Alive
    REACH Cubes

    REACH Cubes are designed to build empathy and grow an appreciation for thinking differently. They encourage productive and positive interactions in the workplace, workshop or personal development sessions. They can be used in any creative way to grow REACH and below we have provided two recommended activities for use. The REACH Cubes pack comes with 4 REACH Cubes one representing each REACH Quadrant. Each REACH Cube is 7.5 cm squared and are made from durable EVA Foam.

    Keep it Alive REACH Cubes Activity 1 – Thinking Outside the Square

    When people are participating in activities during REACH workshops, training or personal development sessions provide each participant with a REACH Cube and ask them to complete the activity or interaction Thinking and Behaving based on what REACH Cube was provided to them.

    Are they the Advisor focused on detail and doing?

    or a Coach focused on People and Action?

    This brings a whole new level of empathy building and appreciation for the strength of thinking differently.

    Keep it Alive REACH Cubes Activity 2 – Grow Your REACH in your space

    After REACH has been introduced using the REACH Training continue to keep REACH alive in the workplace by providing each person with a set of 4 REACH cubes to take back to their work space.

    Personal REACH and the REACH of their colleagues can be grown by using these cubes on a regular basis with these great ideas:

    The Desk Stack:

    Stack your REACH Cubes on your desk and on top of the stack place the cube that is reflecting your current REACH zone. Ensure that you have the side that says “Thanks for dropping by, right now I am in my __________ quadrant” facing outward so those approaching your work space know how you are feeling and acting at that current time. This is designed to help those around you recognise different behaviours/responses they may or may not receive from you based on the situation and REACH zone.

    Think Before I Act:

    Use your REACH Cubes to be mindful of your interactions with others. Whilst interacting use the cubes to review your behaviours and actions. Take up the cube of the quadrant you currently feel you are in and review these sides: Think before I act: Is this what I need to be right now? Flip the cube over to the side of the profile overview and think about the style in which you are Communicating, Conflict-handling, Delegating etc. Is this what you need to be to REACH the person you are interacting with? If not find the REACH Cube that best suits the situation and maximises your REACH with that person and use the profile overview to help guide your interaction.

    Download REACH Cubes Activity File

    Learn to REACH
    Labels

    Learn to REACH Labels are a great low-cost substitute for the REACH Caps or REACH Cubes or the more physically interactive REACH Floor Mat. They work well in small and large team activities and can be used as a quick way to identify how others act and think through a different quadrant that is not theirs. They can learn to appreciate the different communication, conflict handling, delegating, planning and learning styles of others and through this increase their REACH.

    The REACH Labels are made of a high quality fabric sticky labels that are designed to last all day training sessions.

    These work well after training when stuck to people’s monitors or workstations.

    View all of the REACH Training and reinforcement products Here
    Not exactly what you needed? Try other courses in the Administration Courses Category


    Minute Taking Training
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