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Minute taking template

Practically Perfect PA

If your company does not have a branded template you should suggest this to your manager and design something for them, a simple word template with the following information will suffice: The name of the Committee meeting. It is a PDF which you can download and use for all of your meetings in the future. The attendees. The apologies.

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Ten tips on preparing board papers

Practically Perfect PA

I often had quite heated conversations with one of my managers about taking the board papers online or if that was too much of a leap just emailing them to board members. Then add the number of each board paper to the correlating agenda item. Scan the final board papers into a PDF format for future reference.

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Technology to help with minute taking

Practically Perfect PA

About 10 years ago I used to manage 12 Committees as part of my role at the time. Noteshelf – Notes & PDF £3.99. The user can type their notes using the iPad keyboard, add photos, import and annotate PDFs, organise pages and tag each notebook. iPad Applications. This is an app for the iPad. Meeting Gold - £6.99.

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More minute taking tips

Practically Perfect PA

As we all know, writing minutes is a fundamental part of an assistant role and a skill we have to get right. I have often sent a section of the draft minutes to the person who was reporting on that particular agenda item to review and make any changes before I sent the draft on to the chairman. Be prepared. A simple tip but a good one.

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