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Course rating of 4 Vendor rating of 5

After this workshop participants will be able to prepare to take meeting minutes, explain the roles of the people in a meeting, distinguish between different types and purposes of business meetings, and more.

  • Course Start Date: Nov. 8
  • Location: Vancouver (Map)
  • Time: 8:30 am - 4:30 pm (Note on end times)
  • Please Note: End Times are approximate and depend
    on the number or students and pace of the class.
    It is important to allow for the class to run a little bit longer,
    or finish a little sooner, than expected.
  • Duration: 1 Day
  • Delivery Method(s):Instructor Led
  • Mentored training is a revolutionary training method
    that provides you with the quality training that
    you have come to expect, and combines it with
    flexible learning and a self paced environment.
    For more information click here.
  • Seats Available: YES
  • Category:Effective Meeting Management Training

Course Outline

Whether you are asked for the first time to take minutes at an approaching meeting or whether you are a seasoned minute-taker with experience in formal and informal meetings, there are relevant skills and knowledge bases that can be learned and improved upon.


After this workshop participants will be able to:
  • Prepare to take meeting minutes
  • Explain the roles of the people in a meeting
  • Distinguish between different types and purposes of business meetings
  • Use one of the three categories of meeting minutes
  • Take effective agenda-based notes
  • Draft, proof, correct and distribute accurate, timely, complete minutes
  • Handle common minute-taking problems
***Learning methods include individual and group case studies and worksheets; lecturettes, practice meetings, question and answer sessions and class discussion of issues brought by participants.

This workshop covers the following topics:

General Information about Meetings and Taking Minutes

  • Definition of terms: "minutes", "motion:, "quorum", "point of order"
  • Reasons for taking minutes
  • Cost analysis of a meeting
  • Advantages to the minute-taker
  • When is appropriate to take verbatim minutes?
Roles and Responsibilities of Meeting Members
  • Role and responsibilities of the chairperson or moderator
  • Role and responsibilities of the minute-taker
  • Role and responsibilities of the participants
The Meeting Agenda
  • How is it prepared and by whom?
  • Components of a working agenda
  • Sample template of a meeting agenda
Techniques for Taking Notes
  • Know which of the three types of minutes you will be taking
  • Formal minutes (parliamentary procedure: Robert's Rules of Order)
  • Informal minutes
  • Action minutes
Preparing for the meeting
  • Your secret weapon: knowing the topics, terms and
  • Setting up your note page using the prepared meeting agenda
  • Pens and highlighters
  • Advantages and disadvantages of taping, laptops and computer notes
  • Virtual meetings, teleconferences and videoconferences
  • Schedule a block of time immediately after the meeting to draft minutes
  • When to arrive at the meting and why
  • Checklist of items to assemble and take with you
  • Prepare your own work to ensure focus on the meeting
During the meeting
  • Agree on a "meeting contract" regarding your role and rights
  • Coordinate each topic heading in your minutes with the agenda items
  • Listening techniques: what to listen for
  • How to record a decision
  • What to do if you need clarification or miss an important point
After the meeting
  • Importance of drafting minutes right after the meeting
  • Attaching documents, reports and other relevant data
  • Conform to your organization's style norms: font, bolding, underlining
  • Proofread draft minutes for spelling, grammar, punctuation, mechanics
Techniques for Preparing and Distributing Minutes
  • Sample template of draft minutes
  • What to include; what to omit
  • Follow your notes and coordinate topic headings with agenda items
  • Who signs off on the minutes and when?
  • Methods of distribution
  • Filing the minutes
  • How to handle corrections
Handling Common Problems
  • Lack of an agenda
  • Incompetent chairing: skipping items, moving on before a decision is taken
  • Rambling, repetitive discussion
  • Late arrivals
  • Introduction of items not on the agenda
  • "Parked" items
  • Other issues
Personal Action Plan for Improving Minute-Taking
Course Closure and Evaluation

Prerequisites & Certificates

Certificates offered

Certificate of Completion

Cancellation Policy
Should you postpone or cancel your course you must give 5 business days notice.
Map & Reviews
On Track Computer Training
[ View Provider's Profile ]

On Track New Location
609 Granville Street
6th Floor
suite 650

Vancouver, BC
Canada   V7Y 1G6

This was a great workshop the only thing I would suggest is the stories shared by both presenter and students stay relevant to the course.
Reviewed by 2017
I did not like the use of Styrofoam cups and there was no black tea available. I think there could have been more snacks available and a possible simple lunch for the price paid for the course. A little more time might have been beneficial to have more practice with some of the seminar topics.
Reviewed by 2017
I did enjoy the course however for the time commitment and cost it was a little disappointing. The course description and the course material covered were very different. The instructor powerpoint was all over the place and the handout didn't match what we were covering. Like I said I did enjoy meeting the other attendees and covering topics but wish the outline and materials were better prepared.
Reviewed by 2016
It was a useful course for me and the instructor was great she made the subject interesting
Reviewed by 2016
Would like to have access/print out to presentation as well (so that we don't have to write down what is on the powerpoint slides)
Reviewed by 2015
I would like to see the course separated into categories: Effective Minute Taking: Beginner; Effective Minute Taking: Intermediate; Effective Minute Taking: Advanced. There was a wide variety of skill levels in the course and it dragged for the more experienced participants because of reviewing information that was fairly basic. Overall the course was worthwhile and I certainly did take away some good pointers.
Reviewed by 2014
8-November-2018 $595 Register for this course

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