| 1 | Understand the task of taking minutes at meetings | 1.1 | Describe the purpose of meetings |
| 1.2 | Describe legal and organisational requirements that may apply to minute taking |
| 1.3 | Explain the purpose of minutes as an accurate record of discussions and decisions |
| 1.4 | Describe the purpose of documents and terms that are commonly used in meetings |
| 2 | Understand the role of the chair and other formal responsibilities in meetings | 2.1 | Explain the role of the chair and other formal responsibilities within meetings |
| 2.2 | Describe how to work in partnership with the chair when taking minutes |
| 3 | Know how to take minutes at meetings | 3.1 | Explain the purpose of listening actively when taking minutes |
| 3.2 | Explain how to listen actively when minute taking |
| 3.3 | Describe how to take notes during discussions held at meetings |
| 3.4 | Explain the purpose of getting clarification |
| 3.5 | Describe how to get clarification |
| 3.6 | Describe different types of minutes and their purpose |
| 3.7 | Describe the different styles of writing that may be used in minute taking |
| 3.8 | Explain how to sort, select and structure information to produce minutes |
| 3.9 | Explain what is meant by using the correct tone and professional language in minutes |
| 4 | Be able to prepare for taking minutes | 4.1 | Prepare for taking minutes, as required |
| 4.2 | Communicate with the meeting chair, as required |
| 4.3 | Note any changes to the agenda, matters arising and action points from last meeting |
| 5 | Be able to minute meetings | 5.1 | Take notes at a meeting of all items required |
| 5.2 | Produce accurate minutes that record the meaning of discussions and decisions taken |
| 5.3 | Make sure minutes are in the agreed style |
| 5.4 | Make sure the process for signing off minutes and / or action points has been agreed |
| 5.5 | Check minutes and make necessary amendments |
| 5.6 | Agree minutes with the relevant people and circulate them within the agreed timescales |
| 5.7 | Follow organisational requirements for confidentiality and security of information, as required |
| 5.8 | Make sure follow-up actions, and who is responsible for taking the actions, have been clearly identified |
| 5.9 | Store notes and minutes following organisational procedures |
| 5.10 | Follow legal and organisational requirements for minute taking, as necessary |
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