Minute Taking Training

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

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 Live Online Experts


Minute Taking Training 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.

Download Course Outline (PDF)

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

Course Outline for Minute Taking Training

See the Live Online tab for the course outline for the live online course

Topic 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 t\Them
  • Reflection
Topic 2
Your Winning Style and How Best to Communicate with Your Manager
  • REACH Review – Communication Evolution Tool
  • Reflection
  • Topic 3
    Active Listening
    • 5 Ways to Improve Your Listening Ability
    • Reflection
    Topic 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
    Topic 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
    Topic 6
    Minute Taking gone Digital
    • Revolution of Digital Minute Taking
    • Revolution of Digital Minute Taking with Apps (iPad, phone, laptop)
    • Reflection
    Topic 7
    Formal vs Informal
    • Formal vs Informal
    • Formal Meetings
    • Informal Meetings
    • Reflection
    Topic 8
    • Create an Action Plan
    • Accountability = Action

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

    Face-to-Face, Live Online, or Hybrid Class Tailored to Your Needs

    When you want a tailored learning experience targeting exactly what you want without bringing everyone physically together, the best choice is a Live Online Class run by PDT.

    We tailor the content and activities to be specific to your current needs and the needs of the people and run the course in our usual activity-based workshop style training, however, the participants can all be offsite, or some can be in the room with others offsite.

    Unless you have a preferred tools we use 'Zoom for Education' that includes enhanced collaboration features such as One-click content sharing, real-time co-annotation (people can work together in activity files), and digital whiteboarding, we also include things like live polls and group chats so you virtually have the same collaborative learning experience of attending a course in a room with other people.

    live online & hybrid

    We have delivered these 100's (if not 1000's) of times, and get great outcomes. We achieve great outcomes because we keep our learner centric approach - just because it’s delivered through a screen to some or all participants doesn’t mean it needs to be less tailored or less personalised.

    You still have an expert trainer who talks to you prior to the session and tailors the delivery to use your terminology, ensure activities are relevant and directly applicable and ensures an engaging learning experience that provide people with skills and techniques they can apply the very next day.

    A hybrid class is with some people connecting online, and some people physically together in the same room.

    Live Online Participant Feedback:

    90% Overall Trainer Rating

    88% Delivery was Adapted to me Personally

    75% I Would Recommend this Course to Someone Else

    Face to Face Options With Everyone in the same room

    1-hour Motivator
    one hour motivator
    3-hour Power Sessions
    3 hour power session
    Full-day training
    full day training
    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

    PDT Training Management Centre Logo

    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 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.

    Upcoming Live Online Classes

    Live Online
    3-hour course
    12:00 PM - 3:00 PM America/New_York
    8 November
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    22 January
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    15 March
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    3 June
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    Download Live Online Course Outline (PDF)

    Course Outline for Minute-Taking Training - Online Instructor-led 3hours

    Topic 1
    Your Winning Style and How Best to Communicate with Your Manager
  • REACH Review – Communication Evolution Tool
  • Reflection
  • Topic 2
    Active Listening
    • 5 Ways to Improve Your Listening Ability
    • Reflection
    Topic 3
    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
    Topic 4
    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


    • Small classes, average 5 people, max 16
    • Certificate of Completion (always available in the App)
    • Comprehensive courseware available in the App
    • Live online interactive session with an expert trainer


    When you book a Public Class with PD Training you can expect:

    PDT Activities and discussion

    To Be Engaged All Day

    Activities and discussion for engaged learning all day.

    Real world trainer

    An outstanding trainer

    On average PDT trainers have 15 years industry experience and 7 years training experience.

    Tailored training

    Focussed on you

    We always tailor activities and scenarios to be relevant to you.

    Transfer policy

    100% Transfer Policy

    If an unforseen event prevents public class attendance, no problem. Transfer to new person, course, date or city.

    Refresher course

    Refresher Course $0

    Client Site and Public Class participants are welcome to join a public class in the same topic for 12 months.

    Confidence of booking

    Acclaimed Provider

    The confidence of booking with an acclaimed multi national training company.

    eLearning and video

    Multi-modal Reinforcement

    Support, reinforcement & extension eLearning and videos in the App.

    Outstanding learning that people can do in the flow of work

    • Fresh targeted video-based microlearning content with interactive lessons and quizzes included.
    • Rigourous review process
    • Only $11.00 per course per person per year.
    • Or get the $110.00 bundle and save.
    Bite Size learning that people love
    Minute Taking
    Training Course - Lesson 1
    The Role of a Minute Taker
    • Bullet Point Discuss The Role Of A Minute Taker
    • Bullet Point Explore Common Problems & Solutions In Small Groups
    Minute Taking
    Training Course - Lesson 5
    What Do I Record?
    • Bullet Point Participants Will Learn What To Record During A Meeting
    Minute Taking
    Training Course - Lesson 2
    The Skills of a Minute Taker
    • Bullet Point An Ability To Listen
    • Bullet Point Critical Thinking Skills
    • Bullet Point Good Organization Techniques
    Minute Taking
    Training Course - Lesson 6
    Techniques for Preparing Minutes
    • Bullet Point Tools For Creating Minutes
    • Bullet Point Organization Methods
    • Bullet Point Techniques For Writing Drafts
    • Bullet Point Proofreading Tips
    Minute Taking
    Training Course - Lesson 3
    Meeting Agreements
    • Bullet Point Discuss Meeting Agreements
    • Bullet Point Three Templates To Take Away & Customize
    Minute Taking
    Training Course - Lesson 7
    Taking Minutes in an Interactive Meeting
    • Bullet Point Learn How Their Role As A Minute Taker Will Be Different In An Interactive Meeting
    Minute Taking
    Training Course - Lesson 4
    Minutes Styles
    • Bullet Point Formal Meeting Style
    • Bullet Point Informal Meeting Style
    • Bullet Point Action Meeting Style
    Minute Taking
    Training Course - Lesson 8
    The Minute Book
    • Bullet Point Participants Will Learn To Build & Maintain A Minute Book
    Not exactly what you needed? Try other courses in the Administration Courses Category