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Minute Writing – Top tips

Description

Ensuring a robust audit trail has never been more important. This practical course is designed to assist all staff who need to attend and write up meetings.

Attendees will not only learn to appreciate and note what is actually being said, by providing tips on effective hearing, but develop their skills to filter the core of the discussions be able capture the significant details.


Content

  • Why do we take minutes?

  • Challenges of the role/ Common pitfalls

  • Importance of Preparation

  • Effective use of agendas

  • Format and layout

  • Use of templates

  • Word abbreviations and other top tips

  • Active listening

  • Sign off

 

Speaker

Jo French

Expert-traininer at the Schools of International Financial Services

Jo French 

Jo, through her company JETT Limited, specialises in developing contemporary bespoke, technical in-house CPD programmes covering a range of AML, compliance and governance issues. She has over 25 years’ experience in delivering credible training to a wide range of financial service businesses both in the Crown Dependencies and internationally, as well as institutions that include the BBA, the ACSP in the Isle of Man and the Guernsey Training Agency. In addition, she has taught on the International Compliance Association’s full range of AML and compliance qualifications since 2005, and as a Fellow of the Governance Institute (formally ICSA) written and delivered across both level 4&5 Certificate and Diploma as well as the qualifying scheme, (subjects include Corporate Governance, Risk Management, Boardroom Dynamics, Company Law and Company Compliance and Administration.)

A committed educationalist, Jo has a First Class Law Degree (LLB) and Masters in Law (LLM) (Merit) from Queen Mary University of London specialising in financial services law. She is passionate about the delivery of accessible and innovative training courses.

 

 

 

Suitable for

This courses is suitable for all financial services professionals.

Learning Outcomes

By the end of this session delegates will be able complete or demonstrate the following:

  • Appreciate the role of the meeting’s chair

  • Improve the layout and grammar of their minutes for greater clarity

  • Enhance their listening skills to ensure they hear and capture all key points

  • Condense their minutes down to the essentials, without losing the sense of the meeting

  • Improve their note taking to deal with technical subjects and jargon

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