Note-taking Masterclass

Take effective notes while you’re participating in a meeting


1 day

Professionals need to be able to take good notes in meetings and use them to produce clear proposals, updates and reports. Clients and senior managers expect nothing less. 


Participants will learn how to capture the main points, key questions, new ideas, actions and their own thoughts from their meetings.


And they’ll practise producing communications using their notes in specially-designed exercises which will develop and consolidate their skills. 

Participants will be able to:


  • take notes effectively while still fully participating in meetings 
  • produce clear professional communications that provide an accurate summary of the meeting and respond to its key action points 
  • produce their communications efficiently so pitches and projects run smoothly

Understanding the fundamentals

  • Understanding the importance of keeping notes in meetings 
  • Using shorthand and note-taking techniques 
  • Filtering conversations to retain what’s important and let go of what’s not 
  • Identifying questions, decisions and action points so they can respond appropriately 
  • Summarising effectively during meetings to confirm understanding and agree next steps

Getting organised properly

  • Before the meeting – thinking through the issues
  • At the meeting – setting themselves up for success
  • After the meeting – using their notes to write their proposal, report or project update quickly

Producing clear concise communications

  • Describing the key points of the meeting, if appropriate 
  • Responding to questions and action points  
  • Increasing reading clarity using plain English and good layout 
  • Improving their proofreading skills so they can correct their own work effectively

Tailored version

This course can be adapted to the specific needs of your team so they can focus on their real projects and challenges. A reasonable design fee will be added to the cost of the course if you choose this option.

Find out more

If you’d like to have a chat about Note-taking Masterclass for your team, please send me a message.