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Participant, Saffery Champness

This course wasn't just about listening! With the small groups there was lots of participation. Such a great mix of interactive exercises and tutor based discussions.

Learn How To Take Effective Notes at Meetings

Taking Notes at Meetings

Course Ref. 10070
No. of Days Half day
Participants 6 to 8

Target Audience

For those who have to take notes in various situations: client meetings; 1-1 meetings; telephone conference calls; taking instructions from fee earners or clients.   The course will highlight the differences and similarities of these situations.   This course can also be tailored for taking the types notes required for Grievance and Disciplinary Meetings.

Course Objectives

  • Prepare more efficiently to take notes
  • Take notes by identifying key points
  • Confidently take notes so making it easier to write up the notes

Important notes

There will be short practical exercises throughout the course for participants to practise listening and note taking skills in different situations.

Course Contents

Welcome and introductions

Welcome and introduction
  • Course overview and objectives
  • Method
  • Introductions and your objectives
The function of notes
  • Why are your notes important?
  • How are your notes used?
Preparing to take notes
  • Administrative preparation
  • The pre-meeting meeting
  • Using a checklist
Note taking
  • Listening, concentrating and maintaining interest
  • Identifying key points
  • When to summarise or take verbatim notes
  • Taking notes that are easy-to-understand
  • Making  sense of notes after the meeting
  • Tips on writing up notes
Action session
  • What will you do differently next time you take notes at a meeting?
Summary and close