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DOCUMENTATION OF THE
MEETING AND REPORT
WRITING
1
Scope of the presentation
• Documentation of meetings proceedings
• Role of secretary
• Types of minutes--what to write and not
• Principles of effective minute writing
• Management and disposal of minutes
• Types and structure of reports
2
Conduct of Meetings: An overview
Introduction
Meetings are critical in management of
organizations business
Why?
changes taking place in the business
environment—global competition,
informed workforce and ever-increasing
demands of the customer.
3
Making meetings productive
/work
• Meetings involve Substantial investment
in time and resources
• 1.The law/rules governing conduct—
rules of procedure, agenda and notice,
quorum, membership, voting
4
Making meetings productive /work
Meetings involve Substantial investment in time
and resources. Therefore it is imperative that
the opportunity cost is weighed carefully by
paying attention to:
1.The law/rules governing conduct—rules of
procedure, agenda and notice, quorum,
membership, voting—depends on type of
group meeting and articles of
incorporation/association
5
Making meetings effective(Cont
2.Management of meeting session—Chair,
Members, Secretary, In- attendance and
Observers role
Chair/Leader/Facilitator
• Know purpose
• Have materials ready
• Speak clearly
6
• Be confident and enthusiastic
• Encourage input
• Keep all focused
• Communicate decisions
• Close on positive note
7
Making meeting productive
• 3. manage time effectively—address some of
the time wasters
8
Types of meetings
• General meetings and AGM—open to all
• Committee meetings– members.
Committees have varying powers
depending on powers conferred by the
parent body
• In committees, we may have—sales
meetings, strategy planning meetings and
project meetings, ISO meetings etc
9

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Documentation and Minute Taking for Effective Meetings

  • 1. DOCUMENTATION OF THE MEETING AND REPORT WRITING 1
  • 2. Scope of the presentation • Documentation of meetings proceedings • Role of secretary • Types of minutes--what to write and not • Principles of effective minute writing • Management and disposal of minutes • Types and structure of reports 2
  • 3. Conduct of Meetings: An overview Introduction Meetings are critical in management of organizations business Why? changes taking place in the business environment—global competition, informed workforce and ever-increasing demands of the customer. 3
  • 4. Making meetings productive /work • Meetings involve Substantial investment in time and resources • 1.The law/rules governing conduct— rules of procedure, agenda and notice, quorum, membership, voting 4
  • 5. Making meetings productive /work Meetings involve Substantial investment in time and resources. Therefore it is imperative that the opportunity cost is weighed carefully by paying attention to: 1.The law/rules governing conduct—rules of procedure, agenda and notice, quorum, membership, voting—depends on type of group meeting and articles of incorporation/association 5
  • 6. Making meetings effective(Cont 2.Management of meeting session—Chair, Members, Secretary, In- attendance and Observers role Chair/Leader/Facilitator • Know purpose • Have materials ready • Speak clearly 6
  • 7. • Be confident and enthusiastic • Encourage input • Keep all focused • Communicate decisions • Close on positive note 7
  • 8. Making meeting productive • 3. manage time effectively—address some of the time wasters 8
  • 9. Types of meetings • General meetings and AGM—open to all • Committee meetings– members. Committees have varying powers depending on powers conferred by the parent body • In committees, we may have—sales meetings, strategy planning meetings and project meetings, ISO meetings etc 9