THURSDAY & FRIDAY, AUGUST 15 & 16, 2024 * 9:00AM TO 12:00NN VIA ZOOM
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.
Everyone interested to learn minute taking of meetings
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