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Setting Agendas with Productive Minutes Taking

1 Day Accredited Training

Unit Standard: 242816, NQF Level 4, 5 Credits

Dates: 21 June | 28 August 2024
Locations: Johannesburg, South Africa
Platform: Available In-Class / Online

Price: Available on Request

This course aligns with Unit Standard 242816, NQF Level 4, 5 Credits

Course Introduction

This intensive one-day workshop provides comprehensive training in setting clear agendas and taking effective minutes, crucial skills for ensuring productive meetings in the modern, technologically advanced workplace. Participants will engage in interactive exercises focusing on the skills needed before, during, and after a meeting to maintain continuity and actionability.


This Setting Agendas with Productive Minutes Taking  course aligns with Unit Standard 242816, NQF Level 4, 5 Credits, “Conduct a structured meeting.”

Course Objectives

Participants will conclude this Setting Agendas with Productive Minutes Taking course with the ability to:

  • Set focused and actionable agendas for various types of meetings.

  • Prepare all necessary pre-meeting documentation efficiently.

  • Overcome common challenges associated with minute taking.

  • Master the key skills for recording minutes accurately and succinctly.

  • Implement effective transcription techniques for capturing meeting discussions.

  • Execute post-meeting follow-ups to ensure action on decisions.

  • Distribute meeting minutes promptly and accurately.

  • Archive minutes systematically for future reference and compliance.

Who should attend?

  • Professionals responsible for organizing meetings, taking minutes, and ensuring actionable follow-up.

  • Individuals looking to refine their meeting management skills for enhanced productivity.

Training methodology

Training Methodology

Our diverse instructional approaches ensure effective learning:

– Lectures & Presentations: Engage with expert-driven, stimulating content.
– Course Material: Access well-crafted supporting resources.
– Group Work: Collaborate on discussions and case studies for practical insights.
– Workshops & Role-Play: Participate in immersive, scenario-based activities.
– Practical Application: Focus on applying theoretical knowledge in real situations.
– Post-Training Support: Receive extensive support after training for skill implementation.

Training Outline

Module 1: Fundamentals of Meeting Agendas and Minutes

  • Understanding the relationship between an agenda and meeting minutes.

  • The significance of a well-crafted agenda.

  • Differentiating between types of minutes and their purposes.

Module 2: Crafting an Effective Agenda

  • The role of agendas in successful meetings.

  • Structuring an agenda: elements and sequencing.

  • Techniques for creating a results-driven agenda.

Module 3: Pre-Meeting Preparation

  • Gathering and organizing pre-meeting materials.

  • Comprehensive pre-meeting checklists.

  • Preparing the minutes template and attendee list.

Module 4: The Art of Minute Taking

  • Language and terminology specific to meeting contexts.

  • Distinguishing and recording relevant information.

  • The five critical steps in minute taking for clarity and effectiveness.

Module 5: Post-Meeting Action

  • Transforming notes into actionable minutes.

  • Utilizing the 3W (Who, What, When) template for follow-up.

  • Employing appropriate grammar and style in minutes.

  • Developing a follow-up checklist to monitor post-meeting actions.

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