Meeting Notes: A Critical Task for Executive Assistants

Learning Path: Workplace Skills Builder

Duration: 1 Day(s).

Course Overview

Meetings make up a sizable portion of the work week. Whether it’s a large formal meeting, a routine staff meeting, or a board room discussion, meetings are vital management tools. In some cases, meetings are required by law to occur, and formal minutes become a part of the legal record. Accurate meeting minutes become strategic documents that guide future actions.
Your role as the notetaker is a critical part of every meeting. Meeting participants need to remember and agree on what happened during their meeting and have a clear record of their decisions. They also need to account for outstanding action items and follow-up tasks so they can achieve the objectives. In this course, you will understand this role, learn how to listen carefully and analyze what you hear so you can produce accurate and complete meeting minutes. You will also learn how to prepare professional documents, suitable for the meeting type, and manage the meeting minute books.

Endorsed by

Learning Objectives

  • Understand the importance of notetaking for formal, semi-formal, and informal meetings
  • Develop key notetaking and organization skills
  • Practice active listening and critical thinking skills
  • Analyze the meeting proceedings and organize meeting notes effectively
  • Handle any the complaints that affect notetakers
  • Write formal minutes that are appropriate for formal and semi-formal meetings
  • Prepare professional documents ready for distribution
  • Prepare and maintain a meeting minutes book

Target Audience
Executive and administrative assistants

Course Calendar

Nothing Yet !

Course Outline

Unit One: Understanding Your Role as a Minute Taker
Minute Taking Has Its Benefits
Common Notetaking Problems and Solutions
Set Meeting Ground Rules
Unit Two: Critical Skills of an Effective Minute Taker
Put Your Best Foot Forward
Active Listening Skills
Critical Thinking Skills
Organizational Skills
Unit Three: Choosing Meeting Minute Styles
Informal Minutes
Semiformal or Action Minutes
Formal Minutes
Unit Four: Knowing What to Record
Recording Motions
Recording Resolutions
Recording Other Meeting Proceedings
Unit Five: Top Techniques for Preparing Minutes
Meeting Techniques
Writing Techniques
Editing Minutes
Unit Six: Taking Minutes in an Interactive Meeting
Unit Seven: Keeping the Minute Book

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