Minute taking

A 3-hour virtual classroom

Minute taking – overview

Meetings are a fact of working life – both virtual and physical meetings. Recording the key points from meetings is critical to making sure that accurate information is captured, and action points are clearly identified and allocated.

This virtual training session will support members of staff to develop their skills in recording the key points from meetings and discussions.

Full details below or download course outline.

Learning objectives

This course will help participants:

  • Describe the different levels of note taking and pick the appropriate style for the meeting
  • Prepare to take minutes in the virtual and the physical environment
  • Liaise and work in partnership with the meeting Chair
  • Use a template to enable the capturing of key points
  • Set up the room ready for the meeting
  • Identify key points to record, versus what not to record
  • Interrupt the meeting confidently to check key points
  • Take neutral, accurate and concise records
  • Produce a well-laid out set of minutes.
Who should attend?

This practical course is suitable for anyone responsible for taking minutes and notes of formal meetings where accurate records are required (eg, local authority council and committee meetings, workplace investigations, etc).

Course format

A very practical, interactive 3-hour session, usually delivered via Zoom or Teams, featuring case studies, practise activities and formal inputs from the trainer.

Expert trainer

Miranda has more than twenty years’ experience as an independent learning and development consultant and trainer. Much of her work is focused on the VCSE sector.

She started her career working within the Management Development Unit of the Printing and Publishing Industry Training Board, moving on to a role in the Probation Office’s learning and development team before leaping across into financial services, where she was responsible for the learning and development of a major high street lender.

She then started her own learning and development consultancy. Working with a range of clients – including many of the locally based councils around Hertfordshire and Bedfordshire – Miranda’s expertise is in helping organisations to identify learning gaps, and to develop tailored, creative and relevant strategies for meeting these needs.

See what programme participants say about Miranda’s training:

  • ‘Superb. Clear, warm, engaging – and very well informed.’
  • ‘Engaging and pitched very appropriately for the audience today.’
  • ‘Lively, focused, keeps it interesting.’
  • ‘Very funny and enthusiastic.’
  • ‘Excellent presentation style.’
  • ‘Miranda is very engaging, warm and welcoming, great trainer.’
  • ‘Very bubbly manner and clearly deeply knowledgeable about her subject.’
  • ‘Very personable and engaging.’

Minute taking – course outline

1 Introduction

  • Objectives and overview
  • Introductions and personal aims

2 An introduction to minutes

  • Purpose and use
  • Different levels of notetaking

3 Preparing to take minutes

  • Identifying the purpose of the meeting
  • Working with the Chair
  • Tips and techniques to prepare effectively
  • Case studies, review and discussion
  • The physical environment: setting up for a meeting

4 Listening and recording

  • Tips and techniques to make the process easier
  • How to interrupt a meeting
  • What to record; what to leave out
  • Recording in short-form using playscript and bullet-points
  • Listening neutrally
  • Activity: Minuting a Meeting
  • The tricky ones and how to overcome problems in the meeting

5 Preparing the minutes

  • Producing a set of draft minutes
  • Tips on grammar, punctuation and layout
  • Stylistic variation
  • Managing feedback from the Chair

6 Review

  • Summary of key learning points
  • Action planning