Minute Taking Training Course

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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.


Learning Outcomes
Course Outline
Client Site
  • 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 day course

    The best adult learning experience

    The best adult learning experience


    PD Training is dedicated to immersive and inspirational learning experiences for busy adults. We believe courseware should keep pace with changes in workplaces and technology.

    So we have written our very own Signature Series that incorporates best practice in modern learner engagement, and continually improves based on trainer feedback, participant feedback and innovations in best practice.

    Welcome to the best adult learning experience in the industry, we look forward to your feedback and suggestions.


    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


    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
    • Create an Action Plan
    • Accountability = Action

  • Client Site Training

    Clients and testimonials

    In-House training benefits:

    • Flexible length - sessions as short as 1-hour
    • Cost effective - great group pricing
    • Greatest impact in the shortest time
    • Excellent Team Building Opportunity
    • Certificate of Completion (always available in the App)
    • Comprehensive courseware as books (& available in the App)

    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

    Choose the Training Location

    You can expect:

    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 7 years training experience.

    Tailored training

    Focussed on you

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

    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.

    Price coaching

    1/2 Price Coaching

    We all know the importance of reinforcement, so we'll come back within 90 days of the original course 1/2 price.

    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.

    Orgmenta app
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