
Minute Taking Essentials Workshop
What You'll Learn in Minute Taking Essentials Workshop
Course Length
Learning Objectives
By the end of this workshop, participants will be able to:
- Understand the purpose and types of meeting minutes
- Confidently prepare for and take minutes during meetings using proven strategies
- Format, edit, and distribute clear, professional, and actionable minutes
- Troubleshoot common challenges minute takers face in fast-paced or unclear meetings
Target Student
This workshop is designed for:
- Executive assistants, administrative professionals, and coordinators
- Team leads or project managers who facilitate or document meetings
- Anyone new to minute taking or looking to improve their minute taking skills
Course Outline
Whether you're new to minute taking or looking to sharpen your skills, this interactive workshop will equip you with the confidence and tools to capture clear, concise, and professional meeting minutes. Over the course of an hour and a half, you’ll learn the fundamentals of effective minute taking, explore real-world examples, practice with live scenarios, and discover how to use templates and digital tools to streamline your process. Designed for professionals who support meetings of all kinds, this session will turn you into the go-to person for organized, actionable, and reliable meeting records.
Section 1: The Foundation: Understanding the Role
Why Minutes Matter
The Minute Taker’s Role Explained
Types and Formats of Minutes
Section 2: The Process: Prepping Like a Pro
Pre-Meeting Preparation
Tools and Templates
Organizing for Clarity
Section 3: The Practice: Taking Minutes in Real Time
Capturing vs. Transcribing
Objectivity and Summarizing
Speed and Accuracy Techniques
Section 4: The Follow-Through: Finalizing and Distributing
Editing and Polishing
Actionable and Clear Distribution
Troubleshooting Common Challenges

Minute Taking Essentials Workshop
Upcoming Classes
All Public classes are held onlinewith a live instructor
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PDF Reference Guide
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30 Days of After-Training Support
Get 30 days of live 24/7 after-training support via phone, email and online chat to help apply what you've learned
Certificate of Completion
Boost your credentials with a Certificate of Completion, confirming the skills you’ve acquired with us.
Can I customize my course?
OF COURSE!
Customized to meet your unique needs
We can customize your training to fit your exact needs, whether it's making small adjustments or creating entirely new courses. From setting specific objectives and including your own files to addressing unique challenges, we're here to help. We can even tailor the training to align more closely with how you work and to fit perfectly into your schedule. Our goal is to provide training that's as unique as your goals.
Access to your recorded session for 60 days
You can request your private session be recorded. You can have access for 60 days to revisit what you’ve learned.