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Case Studies Professional & Management Professional Development

Taking Minutes – STL Case Study

Organisational Profiles

As part of our Public Schedule portfolio, STL offers a course on Taking Minutes, delivering high-value content along with a significant amount of practical exercises which allows minute-takers to remember, write and record in meetings without anxiety and tiredness.

Minute taking is required across the spectrum of industry: large organisations government departments, councils, law and administration offices, courts, schools and the NHS; anywhere where reports have to be kept and presented to management across the board and many of which can be held as legal documents.

Purpose of the course

An organisation needs to ensure its staff are made aware of the purpose of minutes, and the value they bring. An effective way of recording and presenting minutes, either formally or informally, is a pre-requisite for the efficiency of the business, particularly if it wants everyone to understand what is happening within it.

The biggest complaints minute-takers have is that they are :

  • Often ignored
  • Secondary to proceedings and
  • Unable to know exactly what to take down
  • Writing as soon as someone speaks and then find they tire quickly, truly missing most of what the speaker has said

Their anxiety levels are increased when:

  • Delegates are unknown to them
  • International meetings often result in listening to different accents, foreign spellings and over-talking which means they must write a lot
  • They look back at their work and can hardly read their own notes

Person on a Taking Minutes Course Using Yellow and Black Pen

Benefits

The course gives them wonderful tools to:

  • Know how to slow down and listen to the words spoken before writing to get the feel of the communication
  • Record the key points and relevant facts
  • Prepare for and lead the Chair and Attendees to advise you when using any acronyms, foreign names or spellings etc.
  • Fashion your report to the intended recipients
  • Know when to use which style of minutes required
  • Design a colour coded way of reading back your reports
  • Summarise and consolidate
  • Reflect and record necessary dialogue accurately
  • Demonstrate the transparency and historic thread of decision making, laws, and motions and provide a snapshot of the course and progress of a meeting/hearing
  • Use keywords which will help you to remember the gist of a communication if there has been a delay in writing up the minutes.
  • Techniques learned lead to an increase in working efficiency which leads to higher productivity

Learning Deliverables

Without actual practise we cannot correct the mistakes we may be making when taking minutes. Naturally therefore, the course will offer several minute-taking exercises to try out the new skills and methods demonstrated. This can be slightly uncomfortable at times, but it can also provide excellent insight into areas of improvement.

The coupling of professional trainers delivering the material and the gleaning of feedback on the day ensures that STL can provide a course that features what the majority of people having to take minutes are looking for: new ideas, useful and effective models and full hints on preparing for sessions which build your confidence.

Key skills such as conducting sessions, listening, critical thinking and organisation are also examined.

Feedback

We have been running this course for many years, and it’s being constantly ‘upgraded’ to reflect the changing needs of the market. Inevitably, our feedback has been excellent across the board with delegates recommendations:

“Remembering techniques highly useful. I now have a way to recall a scenario given to me even after a few days of the meeting.”

“Everyone got involved in the exercises. It showed us all what traps we were falling into and how to prevent common mistakes.”

“As secretaries, we have so much on our plate that the fear and boredom of taking down and writing up minutes adds to the turmoil of our day. This course has helped take away that anxiety and I actually look forward to using the techniques I learnt. The chore has been turned into a challenge”

Finally…

As a trainer I have seen many minute takers undervalue the role they play, that they are just observers. Yet they are second in importance to the chair, if not more so, because it often depends on them to set the agenda, organise and run the meeting as well as to keep everyone abreast of what was said and the motions and tasks put forward.

The course instils in the delegate the confidence to take accurate notes, inform participants of the minute-taker’s requirements and to conduct the meeting in a way helpful to ensuring accurate notes are taken. Dry notetaking becomes a way of telling a story to the reader, even in formal presentation.

There are many training companies offering courses on Taking Minutes. Hopefully this case study illustrates how STL can uniquely improve the productivity and efficiency of taking minutes, without the stress!

Other necessary skills for minute takers are a high proficiency in core Microsoft Office applications, and we can help with our Word, PowerPoint and Excel courses.

 

 

Categories
Case Studies Management Training Professional & Management

Conducting Successful Meetings – Case Study

Company Profile

Delegates on the Conducting Successful Meetings Course run by STL mainly hold key stakeholder positions, in addition to management, team leadership and director-level posts.

They came from a variety of different industries including accounting, banking, pharma, a sporting goods manufacturer and tech.

STLs London course on conducting meetings
Conducting successful meetings
Business Requirement

Many of the companies that sent delegates on ‘Conducting Meetings’ wanted their staff to get better at planning, delivering and following up on action points during meetings in order to make them more effective.

They were hoping that staff would gain a grounding in the core concepts of Conducting Meetings and gain awareness of the impact of external and internal factors in an organisation upon individual and team decision-making when it comes to making meetings more productive.

Some of the challenges identified:

HR departments booking delegates on this course had identified the following challenges:

  • Many lacked the courage, conviction and confidence to successfully plan, lead and follow up on a meeting agenda
  • They needed a workable model and clear strategies that they could take away and use in the business to help meetings run more efficiently
  • Developing their ability to notice and practice higher-level communication and presentation skills was acknowledged as a significant factor in decreased meeting productivity. 
Solution

STL worked collaboratively with all stakeholders to come up with this iteration of Conducting Meetings, which is being regularly updated as new material and trends impact the global business landscape.

The training solutions delivered served the following key areas, namely that they had to;
  • be of high impact.
  • have a practical bias rather than theoretical.
  • serve the business needs of the company.
  • be of direct benefit to those using the tools and techniques demonstrated.
Some of the topics covered included:
  • Basics: The purpose of the meeting, mutual objectives, priorities of attendees and how to build rapport from the beginning
  • Communication: Verbal and non-verbal, how others see us, body language, what we say, how we say it and listening skills
  • Strategies: Planning ahead, saying Yes and No, giving and receiving feedback, dealing with manipulation and disagreements
  • Putting It All Together: Making choices, taking control and practical feedback

To facilitate this process, we provided a number of handouts, engaged in role plays, dug into relevant case studies and used delegates examples to bring the course material alive. Everyone left with a manual and a clear action and implementation plan for their return to work post-course. 

Benefits                                                                                           

The outcomes achieved by delivering the strategic decision-making course included:

  • Maximising results from business meetings, including rapport building, feedback, dealing with manipulation and disagreements and forward planning
  • An increase in confidence as a result of learning about powerful communication strategies
  • The benefits of cross-collaboration and understanding how clear objective setting can substantially increase productivity. 
Delegates comments:
 “Extremely helpful course. Well-paced, never felt bored. No topic felt redundant. Andrew was extremely friendly and engaging. Good level of interaction between presenter and us. I definitely feel more confident after today. Would recommend it to anyone.”
“Good course presented by a very knowledgeable trainer. I found all the content very practical and beneficial.”
Trainer’s comment:

This was an interesting and stimulating course to deliver. There was a lot of lively discussion around communication in general and how to overcome the delegates’ specific challenges.

These included role plays, techniques and practical strategies to help delegates make the most of meetings. It was very gratifying to see light-bulb moments happening throughout as delegates assimilated the material and applied it to their workplace examples ready to action after the course.