Minute-taking Training

The PD Training Minute Taking Training course will enable you to understand the important role of a minute-taker as well as efficiently recording all the important information discussed.  Learn key skills like deciding what should be recorded, active listening, how to create drafts and reports, organisational skills and much more.

Both formal and informal meetings are taking place every day in any organisation, but who is taking and recording the minutes from these meetings?  Are accurate records of key business decisions being recorded?  

Who were the key decision makers?  Does anyone know what happened in the meeting and what decisions were made and carried?  What ideas were discussed and motioned? Are your business units effectively implementing decisions made after the meeting?

You will learn about your own personality type as well as other personality types and how to engage others in an entirely new way that provides a path to better communication and improved minute-taking skills.

PD Training can provide a complete professional development program for your organisation which includes personality profiling and automated training needs analysis, so contact us today to learn more!

This action packed day will include fun, mock-meetings and activities run by one of our expert minute-taking trainers and is now available throughout New Zealand, including Auckland, Christchurch or Wellington.

Choose your preferred training option. Please click on the Live Online tab to view our Minute Taking Online course schedule or click the public class tab for in-person individual training or  the In-House Training tab to receive a free quote for tailored courses delivered at your preferred location.

Your Learning Outcomes

After completing this course participants will be able to:

  • Recognise the importance and outcomes of minute-taking
  • Identify and record action items during board meetings
  • Develop skills in active listening, critical thinking, and organisation
  • Understand and customise meeting agreements
  • Record three types of minutes, including formal meetings, informal, and action items
  • Prepare and publish minutes with perfection
  • Take minutes in interactive board meetings
  • Write drafts, proofread and organise minutes
  • Build and maintain a minute book
  • Recognise the outcome of minute-taking for a particular meeting
  • Recognise the role of a minute-taker in achieving larger goals of an organisation
  • Deal with common complaints and difficulties faced by minute-takers
  • Perform the role with expertise using knowledge and skills
Duration: 1.0 day course Live Online Experts



Reviews

Minute-taking Training Reviews:

"Made me aware that there are different ways minutes are taken and the information required in some businesses, is quite different from the information I have needed to record."

Capital Training

 

"The course was great, very enjoyable and I got a lot from it. The only thing I would have found useful was more emphasis and practice on what information to take down. so for example, watch a video, take the notes then tell us what the points we should have got from it. We did a couple of exercises but wasn't sure if I had taken down the right info as we just had a discussion. Overall, it was a brilliant day."

Arrow International (NZ) Ltd

 

"The course was interesting and informative on what is quite a dry topic! Thank you."

Selwyn District Council

 

"The trainer kept the course going and adapted well to the different experiences and levels of expertise within our group. I learnt a lot from the trainer and also from the group. The trainer engaged well with everyone."

Department of Corrections

 

"I thought the trainer was very professional and full of energy to get through the material. I found the content very insightful. Thanks."

Individual Course Participant

 

"Our trainer James was excellent. Very easy to talk to and he understood our questions/issues."

"The discussions between those of us taking the training that were generated from the course content and the trainer's facilitation was really useful and supportive."

Ko Awatea Centre - Middlemore Hospital

 

"Kirsten did very well with how many questions I had asked, it helped with the fact that it was just me and Kirsten but anyhow the information she had given me was relevant and very effective in how I do my job."

Top Energy Ltd

 

"Very good training, especially for those needing a good general overview for all matters relating to minute taking. "

"Michael kept his presentation interesting and kept the course moving along and finished on time."

Nelson City Council

 

"The focus of this course seemed to be more about the personality profiles which was personally very interesting and extremely valuable. Vivienne was fabulous! She made the day really fun and guided us through the booklet with confidence and enthusiasm. I come away with new skills on the art of minute taking."

NZ Nurses Organisation (NZNO)

 

"This was a fantastic training course and I enjoyed Ian's style as I have a training background and he definitely had me interested from the start. I enjoyed his sense of humour and the way he broke up the day and learning modules. Ian is an asset to the course content. It was a fantastic day thank you!"

Ministry for Vulnerable Children, Oranga Tamariki

 

"Very enjoyable day. The focus on the actual structure of meetings I found very useful. We need to make changes at work but will depend on the CEO. Thanks!"

New Zealand Oil & Gas

 

"Kirsten was amazing, lovely person, very knowledgeable and helpful and ran the course at a great pace with lots of interaction. Very helpful, informative course."

Unitec

 

"Kirsten was enthusiastic, knowledgeable and made the course enjoyable. We had a great interactive bunch of people."

Homes of Choice

 

"The most useful part of the course, was the exercise, when we watched the YouTube video of a meeting where half of the class had to write up minutes and the other half had to write what went wrong in the meeting."

Department of Internal Affairs

 

Selwyn District Council logo
I found the course interesting. The informal minute training is relevant to my job but the formal minute training is not relevant. I still enjoyed learning about what is required for this and if I ever have to do formal minutes in the future then I have a training manual that I can refer to for information. Thank you.
Selwyn District Council
Selwyn District Council logo
It was interesting and helpful to learn the different types of minutes that can be taken.
Selwyn District Council



Download Course Outline (PDF)

Improve your meeting outcomes in New Zealand with effective minute-taking

Effective minute-taking will enable your business units to solve many problems and complaints associated with running meetings. In the hands of a competent minute-taker, the skills taught in this course will enable managers and staff to effectively action efficiently recorded meeting items. 

You will also learn advanced styles of minute taking such as colour-coding and suitable methods for minute-taking in informal, formal and action meeting settings. 

Who will Benefit by Attending this Workshop?

  • Administrative staff and Executive assistants
  • Recording Secretary
  • Administrative Assistant

 

Course Outline for Minute-taking Training

See the Live Online tab for the course outline for the live online course

Topic 1
Minute Taking
  • Welcome
  • Role Defined
  • Please Define Your Role
  • What is Your Take Away for Today?
  • The Effective Minute Taker
  • Problems That Can be Encountered and How You Can Overcome t\Them
  • Reflection
Topic 2
Your Winning Style and How Best to Communicate with Your Manager
  • REACH Review – Communication Evolution Tool
  • Reflection
  • Topic 3
    Active Listening
    • 5 Ways to Improve Your Listening Ability
    • Reflection
    Topic 4
    Set up for Success – Plan beforehand
    • Taking Effective Minutes Starts Before the Meeting has Even Begun
      • 1. Agenda Creation
      • Templates for Preparation
      • 2. Room Setup up for the Digital Era
      • 3. Where to Sit
      • 4. Discreet Interruption Signals
      • 5. Communication Plan
    • Reflection
    Topic 5
    Determine What’s Important
    • Methods of Taking Notes
      • 1. Mind Mapping
      • 2. Smart Wisdom
      • 3. WHAT-WHO-WHEN
    • Do’s and Don’ts of Taking Minutes
    • Reflection
    Topic 6
    Minute Taking gone Digital
    • Revolution of Digital Minute Taking
    • Revolution of Digital Minute Taking with Apps (iPad, phone, laptop)
    • Reflection
    Topic 7
    Formal vs Informal
    • Formal vs Informal
    • Formal Meetings
    • Informal Meetings
    • Reflection
    Topic 8
    Reflections
    • Create an Action Plan
    • Accountability = Action

    In-House Training - We’ll focus on what matters most to you and tailor to your context


    Face-to-Face, Live Online, or Hybrid Class Tailored to Your Needs

    When you want a tailored learning experience targeting exactly what you want without bringing everyone physically together, the best choice is a Live Online Class run by PDT.

    We tailor the content and activities to be specific to your current needs and the needs of the people and run the course in our usual activity-based workshop style training, however, the participants can all be offsite, or some can be in the room with others offsite.

    Unless you have a preferred tools we use 'Zoom for Education' that includes enhanced collaboration features such as One-click content sharing, real-time co-annotation (people can work together in activity files), and digital whiteboarding, we also include things like live polls and group chats so you virtually have the same collaborative learning experience of attending a course in a room with other people.

    live online & hybrid

    We have delivered these 100's (if not 1000's) of times, and get great outcomes. We achieve great outcomes because we keep our learner centric approach - just because it’s delivered through a screen to some or all participants doesn’t mean it needs to be less tailored or less personalised.

    You still have an expert trainer who talks to you prior to the session and tailors the delivery to use your terminology, ensure activities are relevant and directly applicable and ensures an engaging learning experience that provide people with skills and techniques they can apply the very next day.

    A hybrid class is with some people connecting online, and some people physically together in the same room.

    Live Online Participant Feedback:

    90% Overall Trainer Rating

    88% Delivery was Adapted to me Personally

    75% I Would Recommend this Course to Someone Else

    Face to Face Options With Everyone in the same room

    1-hour Motivator
    one hour motivator
    3-hour Power Sessions
    3 hour power session
    Full-day training
    full day training
    Conferences
    Conferences
    At your workplace At your workplace
    In our Training Rooms In our Training Rooms
     In our Online Training  Room - the HIVE In our Online Training Room

    We’ll make things easier so you can focus on adding more value

    PDT Training Management Centre Logo

    We provide the Training Management Centre which is an information hub before, during and after training.
    (Let us know if there’s parts you don’t want to use)

    Invites people to training

    (So you don’t have to)

    Invite People icon

    Generates Sign in Sheet

    (So you don’t have to)

    Generate Sign In Sheet Icon

    Generates Branded Flyer

    If you want to ‘promote’ internally

    Generate Branded Flyer Example

    PDF’s of Certificates

    (can be co-branded with your logo)

    Completion Certificate Included

    Collects and Reports feedback

    (So you don’t have to)

    Feedback Report Example

    Complete Results Dashboard

    (including trainer insights)

    Results Dashboard Example

    What are people going to do differently?

    At the completion of training participants are encouraged to create an action plan, and invite an accountability buddy via their Orgmenta App.

    In your Training Management Centre you have transparency to the action plans so you can see what people are going to do differently.

    My Action Plan
    Participants encouraged to create

    Want to get clear on impacts and measure success? Our system and expert consultants support you.


    Our systems and people make it easy to identify how you’ll be able to measure impacts,
    and then report on the success in the weeks or months after training.

    Measure metrics your way

    Do you already have a training management system and wish they were automatically up to date?

    Training APIs

    It’s surprisingly easy to make it so that your system can automatically be up to date with all the training record details you need.

    More than just a training provider - we are your Learning and Development Partner, we look forward to working with you, talk to one of our friendly expert consultants today.

    Upcoming Live Online Classes

    Minute-Taking Training - 3hours
    Live Online
    3-hour course
    11:00 AM - 2:00 PM Pacific/Auckland
    $480.00
    June 4
    Enroll Now
    Filling fast
    August 6
    Enroll Now
    Filling fast
    September 12
    Enroll Now
    Filling fast
    October 11
    Enroll Now
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    Download Live Online Course Outline (PDF)

    Course Outline for Minute-Taking Training - 3hours

    Topic 1
    Your Winning Style and How Best to Communicate with Your Manager
  • REACH Review – Communication Evolution Tool
  • Reflection
  • Topic 2
    Active Listening
    • 5 Ways to Improve Your Listening Ability
    • Reflection
    Topic 3
    Set up for Success – Plan beforehand
    • Taking Effective Minutes Starts Before the Meeting has Even Begun
      • 1. Agenda Creation
      • Templates for Preparation
      • 2. Room Setup up for the Digital Era
      • 3. Where to Sit
      • 4. Discreet Interruption Signals
      • 5. Communication Plan
    • Reflection
    Topic 4
    Determine What’s Important
    • Methods of Taking Notes
      • 1. Mind Mapping
      • 2. Smart Wisdom
      • 3. WHAT-WHO-WHEN
    • Do’s and Don’ts of Taking Minutes
    • Reflection

    Details:

    • Small classes, average 5 people, max 16
    • Certificate of Completion (always available in the App)
    • Comprehensive courseware available in the App
    • Live online interactive session with an expert trainer
    • Prices excl. GST

    Questions:

    Live Online Money Icon

    $100 Discount!

    Every live online class booking entitles
    you to a $100 discount on an
    in-person public class.
    (Discount valid for 18 months)

    Instructor Led

    Looking for a full-day course in a physical room? Check the calendars in Australia and New Zealand

    When you book a Public Class with PD Training you can expect:

    PDT Activities and discussion

    To Be Engaged All Day

    Activities and discussion for engaged learning all day.

    Real world trainer

    An outstanding trainer

    On average PDT trainers have 15 years industry experience and 7 years training experience.

    Tailored training

    Focussed on you

    We always tailor activities and scenarios to be relevant to you.

    Transfer policy

    100% Transfer Policy

    If an unforseen event prevents public class attendance, no problem. Transfer to new person, course, date or city.

    Refresher course

    Refresher Course $0

    In-House and Public Class participants are welcome to join a public class in the same topic for 12 months.

    Confidence of booking

    Acclaimed Provider

    The confidence of booking with an acclaimed multi national training company.

    eLearning and video

    Multi-modal Reinforcement

    Support, reinforcement & extension eLearning and videos in the App.

    Public Class Dates for Minute-taking Training

    Details:

    • Time: 09:00 AM - 04:30 PM
    • Small classes, average 5 people, max 16
    • Prices excl. GST
    • Lunch and refreshments included
    • Certificate of Completion (always available in the App)
    • Comprehensive courseware as books (& available in the App)
    • Pay on Invoice or by Credit Card

    Questions:

    Auckland
    1.0 day course
    Karstens, Tower 1, Level 4, 205 Queen Street Auckland NZ 1010
    $750.00
    June 4
    Enroll Now
    Filling fast
    August 6
    Enroll Now
    Filling fast
    September 12
    Enroll Now
    Filling fast
    October 11
    Enroll Now
    Filling fast
    Christchurch
    1.0 day course
    Lumify, 13 Stanley Street, Sydenham Christchurch NZ 8240
    $750.00
    June 4
    Enroll Now
    Filling fast
    August 6
    Enroll Now
    Filling fast
    September 12
    Enroll Now
    Filling fast
    October 11
    Enroll Now
    Filling fast
    Wellington
    1.0 day course
    Lumify, JacksonStone House, , Level 8, 11 Hunter Street Wellington NZ 6141
    $750.00
    June 4
    Enroll Now
    Filling fast
    August 6
    Enroll Now
    Filling fast
    September 12
    Enroll Now
    Filling fast
    October 11
    Enroll Now
    Filling fast

    When you book a Public Class with PD Training you can expect:

    PDT Activities and discussion

    To Be Engaged All Day

    Activities and discussion for engaged learning all day.

    Real world trainer

    An outstanding trainer

    On average PDT trainers have 15 years industry experience and 7 years training experience.

    Tailored training

    Focussed on you

    We always tailor activities and scenarios to be relevant to you.

    Transfer policy

    100% Transfer Policy

    If an unforseen event prevents public class attendance, no problem. Transfer to new person, course, date or city.

    Refresher course

    Refresher Course $0

    In-House and Public Class participants are welcome to join a public class in the same topic for 12 months.

    Confidence of booking

    Acclaimed Provider

    The confidence of booking with an acclaimed multi national training company.

    eLearning and video

    Multi-modal Reinforcement

    Support, reinforcement & extension eLearning and videos in the App.

    Outstanding learning that people can do in the flow of work

    • Fresh targeted video-based microlearning content with interactive lessons and quizzes included.
    • Rigourous review process
    • Only $11.00 per course per person per year.
    • Or get the $110.00 bundle and save.
    Bite Size learning that people love

    This practical and informative minute taking course provides a great grounding in a useful the useful skill of Minute Taking.

    Buy Minute Taking
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