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1:30PM TO 4:45PM * via zoom logo

This Masterclass training is intended to provide minute-takers an understanding of the importance of their role and practical techniques for producing minutes that contain essential information in concise and efficient language.

The modules include a step-by-step guide from preparing for the documentary and physical requirement of a meeting, writing an effective agenda, taking down effective notes, using standard terminology in minutes writing, and more! The session will combine instructional, interactive discussions and exercises, with suggested templates you can take back to your workplace and immediately use in meetings.

This is the only program that will teach you the best practices in minute taking and provide you vital information on the legal guidelines and regulations on meetings mandated by the Securities and Exchange Commission.
Course Director & Lecturer:

Atty. Danny Espejo Bunyi
- is a Certified Compliance Officer which he obtained certification from the American Academy of Financial Management. He is a senior partner at Divina Law. His expertise include Corporate, Banking and Finance, Insurance, Trust, and Special Projects with emphasis on regulatory compliance (AMLC, SEC, IC, etc), corporate finance, mergers and acquisitions, corporate housekeeping, financing documentation, cross-border transactions, and trust operations & investments. His previous positions include having been a senior vice president at the Development Bank of the Philippines and corporate secretary in charge of compliance, first vice president and chief compliance officer at Robinsons Bank, and first vice president and head of the Legal Services Group of Robinsons Savings Bank.
Who Should Attend:

   1. Board Directors
   2. Corporate Secretary
   3. Minute-Takers
   4. Everyone interested to learn
       minute taking of meetings

Limited Slots Only, Pre-Registration Required

*Training investment is P 5,880 inclusive of an e-certificate and a printed learning material

*Optional: Add P450 for a printed copy of a certificate of attendance inclusive of delivery charge


   Contact Person:     Jamie Borlaza
   Mobile Number (+63 998) 510-3748
   Telefax:      (+632) 8842-7148 or 59


1:30PM TO 4:45PM * via
zoom logo

Course Outline

Module One: Introduction

This module provides an overview of minute taking and introduces you to the fundamentals that all minute-takers should know. It explains what minute taking is, its importance, and what your role as minute-taker entails.

             • What is minute taking?
             • Why is minute taking important?
             • The minute-taker
             • The minute-taker's role
             • The chairperson and other participants

Module Two: Preparation

This module looks at the preparatory stage of the minute taking process. We will explain the importance of producing agendas and templates, researching agenda items, procuring appropriate equipment for use during the meeting, taking certain documents to the meeting, and coordination with other persons responsible for the meeting.

Part 1 - Documentation

             • The agenda vs. the by-laws, business practice
             • Preparing an agenda
             • Agenda items for prior action
             • Preparing templates
             • Coordination - assistants, managers, others

Part 2 - Physical set-up

             • Preparing the meeting room
             • What equipment will I need?
             • Anything I should avoid using?
             • Arranging for other (special) equipment

Module Three: At the Meeting

This module provides a comprehensive guide to taking notes effectively during a meeting. We will walk you through what your notes should include, what information you should focus on, and how to assist in maintaining focus on the agenda.

Part 1 - Skills & Etiquette

Part 2 - The Meeting Itself

             • Styles in taking minutes
             • Recording motions/ resolutions
             • What next: action points
             • Maintaining focus on the agenda

Module Four: After the Meeting

This module will teach you how to best write the official Minutes once you have made notes on key details. We will discuss writing style options, must-include items, and what to do once you complete the Minutes.

             • Actually writing the minutes - when, what, how
             • Minutes styles
             • Approved items, action points, timetables
             • Some standard provisions, useful terms
             • The finished minutes - what to do next

Module Five: Interactive session/ workshop

Summary of session & take-aways



The Center for Global Best Practices also provides in-house training and offers professional consulting service to help organizations comply with the mandated requirement of the National Privacy Commission.

Contact details for your training or consulting requirement/s:
(+63 2) 8842-7148 or 59
(+63 2) 8556-8968 or 69


*Training investment is P 5,880 inclusive of an e-certificate and a printed learning material

*Optional: Add P450 for a printed copy of a certificate of attendance inclusive of delivery charge



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Share |
Download: Flyer - Black&White (.PDF 406kb)
                          Course Outline (.PDF 366kb)