Minute-taking Training

Length: 1 Day(s)     Cost:$750 + GST

= Scheduled class     = Guaranteed to run     = Fully booked

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LOCATION November December January February
Auckland
Hamilton
Christchurch
Wellington
Virtual Class

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, organisational skills and much more.

Both formal and informal meetings are taking place every day in any organisation, 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?

You will learn about your own personality type as well as other personality types and how to engage others in an entirely new way that provides a path to better communication and improved minute-taking skills.


Who will Benefit by Attending this Workshop?

  • Administrative staff and Executive assistants
  • Recording Secretary
  • Administrative Assistant

There are no prerequisites for this course.


In this course participants will:

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

Improve your meeting outcomes in New Zealand with effective minute-taking.

Effective minute-taking will enable your business units to solve many problems and complaints associated with running meetings. In the hands of a competent minute-taker, the skills taught in this course will enable managers and staff to effectively action efficiently recorded meeting items.

You will also learn advanced styles of minute taking such as colour-coding and suitable methods for minute-taking in informal, formal and action meeting settings.


After completing this course, participants will have learned to:

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: Reflections

    • Create an Action Plan
    • Accountability = Action