Course Topics

Effective Minute Taking

Course Overview:

Minutes are the result of writing of an accurate record of what took place, what was agreed and the resulting actions to be taken noted formally after a meeting. 

If minute taking is a day to day task or you are only an occasional stand in, you will learn many processes and structures that can be used prior, during and after the meeting that prevent this from being such a daunting task so vague agenda’s, ambiguous agreements, interruptions and little control within a meeting can be all be thing of the past.

By knowing the agenda, the running order and items for discussion within the meeting you will be able to take notes in a calm manner and ensure all comments are recorded and full minutes are provided to all attendees in a timely manner shortly after the meeting so everyone knows what their agreed actions are.

Synergy will provide practical guidance on how to overcome the challenges faced by minute takers and learn how to write accurate and effective meeting minutes. In developing your personal toolkit of skills your confidence will be boosted so writing an accurate and detailed report becomes a natural and pleasant process for all involved. 

Who will benefit from attending this Training?

PA’s Administrators Team Leaders, Managers and anyone charged with, or about to take responsibility for taking minutes at meetings.

Course Outline:

For more information or a full course outline email us at  with your requirements.

Course Content:


  • The benefits of accurate minutes for an organisation
  • Types of Minutes
  • Glossary of terms used in meetings  

Listening Skills

  • Effective Listening Skills
  • Concentration Skills  - how to extend your periods of focus

Organisational hints, tips and tools

  • Invent your own shorthand
  • Pre-meeting preparation
  • Managing the meeting and the Chair – constructive ways to work together
  • How to stick to meeting timelines

Technology v Handwriting

  • Tools for getting the job done
  • Exercises to help you write more legibly


  • Purpose
  • Setting and Distributing
  • Inclusions to help run the meeting effectively

The right minutes for your meeting – layout and style

  • What you should and shouldn’t include – recognising facts from chatter
  • More formal meetings like AGMs – votes, proposers, seconders, elections, resolutions
  • Minuting for formal meetings
  • Minuting for informal meetings
  • Recording decisions and actions
  • Creating an action summary

Techniques for writing good notes or minutes

  • How to word minutes – active or passive, bullets or full sentences
  • Avoid Bias
  • Plain Language - rules for good writing

Grammar & Punctuation

  • The paragraphs, the sentences, the words
  • Proof Reading
Personal Development:
  • Action planning - the essential next steps
  • Continuous professional development - what next?
Key Benefits
By the end of this course you will be able to:
  • Understand the reason to taking minutes
  • Know what the role of the minute taker entails
  • Understanding the nature of meetings how they work
  • Effectively take minutes in writing
  • Confidently writing and present accurate minutes
  • Create an effective agenda that will help your meeting run smoothly
  • Listen actively for relevant content and know how to maintain concentration
  • Use a variety of techniques to ensure you have the best support when note taking
  • Avoid common grammatical and punctuation mistakes
  • Write in a clear, concise style and be aware of accepted minuting conventions
  • Use impartial and accurate descriptions that convey your content effectively and professionally
  • Give your meeting notes that final polish before you send them
Training Methodology:

The training process is based on a carefully planned mix of succinct tutor input - with practical illustration of tools and concepts, group work on case studies (all video based - and lively), feedback, and selective work on individual issues in pairs. Team involvement and working enable a strategy to be created from start to finish. The Training is based on the 4 mat systems to enable complete learning. There will also be some opportunity for role play. You will receive an electronic toolkit within the material for subsequent everyday use.

Let Synergy come to you !

Did you know Synergy can come to you and deliver this workshop ‘In Company’ at your own venue or location. If you have three or more people who you would like to benefit from attending this workshop our trainer can travel to you and deliver the same specification of course for your staff at a fraction of the overall cost.

If you’d like to know more about this option email us at  – our operations team manages all of our ‘In Company’ events and we can talk you though the logistics, pricing and whether you’d like the workshop as advertised here or something tailor made just for your business.

We have several packages on offer so contact us today.

What is Continuing Professional Development (CPD)?

Continuing Professional Development (CPD) is a personal commitment to keeping your professional knowledge up to date, improving your capabilities, proving commitment and competency in your profession. It focuses on what you learn and how you progress throughout your career, helping you gain more credibility within your industry, with your employer, clients and gain competitive edge over your peers.

Being actively committed to CPD may in the future:
  • Improve your Resume
  • Maintain professional recognition
  • Showcase your achievements, attributes and your brand
  • Accelerate your career prospects
  • Deliver job satisfaction: ensuring you are Career focused
  • Reassure your Employers and Stakeholders that you are upto date and competent
How do I gain CPD recognition:

By attending Synergy Courses you can be assured that attendance, completion and certification will be rewarded by CPD points. To help advance your professional status CPD recognition is awarded on both public workshops and in-house courses, being dependent on the number of hours spent learning. On request Synergy Training Group will provide a certificate of attendance for you to use as evidence and to attach to your record card.

A number of our courses are accredited, endorsed or approved by a number of Learning & Development and Professional Bodies and Associations for more detail please contact us at 

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