Effective Minute Taking, Report Writing & Project Management - sean
1. Effective Minute Taking & Report Writing Skills Workshop has been designed to help you meet all of your daily challenges. As your role expands
and constantly changes your need to know all of the tips and tricks to get your job done professionally and in a timely manner. If it is important
that you do your job with the best advice, the best training and the best strategies to further your career then this is a must attend workshop.
You will understand how to efficiently organise day to day administration and be able to support your manager by interpreting financial
information and preparing budgets for small projects. You’ll also gain key skills to fast track your career and apply these skills to improve your
overall performance and in decision making. We encourage you to attend this workshop and look forward to welcoming you at this event.
An effective minute writer listens attentively at meetings, makes a note of relevant points and presents them in a systematic, concise and useful
format. But most of all, an effective minute writer will help the organisation save time, as staff will be able to take in and understand important
information provided instantly. By writing effective minutes you can ensure decisions are properly recorded and appropriate actions are assigned.
The ability to write clear and accurate minutes is an indispensable skill. While it may sound simple, minute writing can be quite challenging,
especially when discussions and issues get too contentious or convoluted.
This course aims to extend and refine your minute-taking, report writing and project management skills from the preparation process to clarity
of content and final presentation. A practical and hands-on course, you will be working through several practice sessions to reinforce your
learning experience and prepare yourself for the demands of your next meeting.
▪ PA’s and assistants
▪ Office administrators
▪ Personal secretaries
▪ Office supervisors
▪ Team secretaries
▪ Project secretaries
▪ Administrative & Office managers
▪ Help desk administrator
Workshop Time Table
∙ Registration and Coffee
∙ Training Starts
∙ Tea break –
∙ Training commences
∙ Body/walk break
∙ Training commences
∙ Lunch
∙ Training commences
∙ Tea break
∙ Training commences – End
E: registration@peganix.com
T: +2711 041 0181
F: +2786 407 8243
#EMTRWPM
“Meeting all your daily challenges with the best strategies to further your career”
2. COURSE FACILITATOR
Charles is an independent, professional Education, Training & Development (ETD) Practitioner, specializing
in management training, with over 15 years’ industry experience in learning & development. He was a
contract lecturer at TUT for over 12 years & he has also facilitated for the NWU School of Business
Management;UP Continuing Education; Southern Business School; TUTBusinessSchool & Ibadan Business
School.
Since 2004 he has offered training programmes & management consultation services in a vast array of
disciplines ranging from general/office management; leadership development; (Strategic)HRManagement
to business communication for numerous companies in multiple/cross-industries, in both the public and
private sectors. Charles has also offered public training programmes for a host of reputable local &
international training and conference/events companies.
Prior to 2004, Charles was a Training Programme Manager for a 4 year time period at the CTMM, targeting
the training needs from supervisory to senior management levels. Prior to this position he was an Assistant
Director: Logistics Management at the CCP.
Charles has a Master of Business Administration (MBA) degree (cum laude), a B.A Honours degree (cum
laude) in HRD and a B.A degree (Communication). He is currently conceptualizing his Doctor of Business
Administration (DBA) thesis, focused on strategic learning and development.
He is currently servingas the Vice President of the SouthernAfricaProfessional TrainersAssociation(SAPTA).
He is a registered constituent assessor with the SERVICES SETA in generic management/business practice.
He is also an external marker (under/post graduate level) in HRM for UNISA.
Charles is a published feature article writer in prominent HR publications and is a noted public speaker at
national & continental conferences & also widely regarded as a subject matter expert in the field of human
capital metrics and management.
Charles is highly
Qualified, talented
and a great business
acumen. Very
resourceful and
reliable and
dedicated and results
driven individual
Top Qualities: Great
Results, Expert, Good
Value
Charles is a very meticulous
and remarkably enthusiastic
person. He has an innovative
business mind that further
supports his creative talents
Mr. Cotter is a highly
resourceful person, he is a
widely travelled training and
Development professional
who passionately delivers
subject matters assigned to
him. He is an expert in
Business and Project
Management and one of the
Key faculty members of the
Ibadan Business School,
Nigeria
Charles is a dedicated
professional, who always
delivers the highest quality and
standards in all he does. I
would strongly recommend him
for any training and facilitation
an organisation might need
Charles Cotter is passionate
about learning and
development. He combines this
passion with a thirst for
knowledge on his subject
matter, an attention to details,
and integrity. He is a credit to
the training profession.
IN-HOUSE OPTIONS
We have extensive experience
of tailoring our programmes
and content, are fully capable
of delivering it in-house or at a
location for your choosing.
E: bs@peganix.com
T: +2711 041 0181
F: +2786 407 8243
to discuss
▪ Technical Report Writing Skills
▪ Financial Report Writing Skills
▪ Root Cause Analysis
▪ Project Management Skills
▪ Advanced Office Professional Management
▪ Change Management
▪ Conflict Management
▪ Decision making and Accountability
▪ Emotional Intelligence, Interpersonal Skills and Stress
Management
▪ Project Management - basic and intermediate levels
▪ Public Speaking/Presentation Skills
▪ Recruitment and Competency-based Job Interview (CBI)
Skills
▪ Supervisory and Team leadership Skills
▪ Skills Development Facilitation... etc
#EMTRWPM
3. ▪Layout
▪Appendices
▪Charts and Graphs
▪ Identify documents that need to be attached
▪ Using different formats of minutes for different purposes
▪ Learn the most accepted style used in organization’s today
▪ Following up on actions after the meeting
Reports and proposals - the differences and similarities
Evaluating writing habits
▪ Readability
▪ Concise Language
▪ Avoiding Repetition
▪ Reducing Sentence Length
▪ Vocabulary
▪ Types of objectives
▪ Setting an objective
▪ Researching: concept, programme, expenses
▪ Mind mapping in a Minute: organizing the information
▪ Profiling the Reader: reader analysis and adaptation
▪ Structuring and organizing information
▪Building familiarity with the agenda and
issues to be discussed
▪ Identifying what is important and needs to be captured
▪ Understand what is going on in the meeting, both contents and
dynamics
▪ Understand the importance of the relationship with the
chairperson
▪ Developing effective listening techniques
▪ Selecting the most important and relevant information to be
recorded
▪ Effective note taking – distinguishing between facts & opinions
▪ Translating notes to minutes
▪ Summarizing skills
▪ Write to ensure minutes are unemotional and unbiased
▪ Recognizing how mediocre minutes can be turned into a
professional document
▪ Ensure your use of language is professional by turning colloquial
into formal
▪ Proofreading techniques to ensure your work is 100% correct
▪ Five important requirements of report writing
▪ Types of Reports: Incident, Accident, Sales,
progress, Feasibility, Site and Case Study
▪ Research Reports
▪ Informative/Evaluative Reports
▪ Formal/Full report structure - Front matter: Title
page,Acknowledgements, Executive
Summary/Abstract, Terms of Reference.
Introduction/Background, Findings/Analysis, Conclusions,
Recommendations - Back Matter: Bibliography, Appendix,
Glossary
▪ Five important requirements of proposal writing
▪ Psychology of persuasion: using proposal
guidelines, distinctive features, evaluation criteria
and strategic thinking
▪ Using the 4P proposal structure
▪ Formal/Full proposal structure
▪ Front matter: Introductory letter, Executive
summary/abstract
▪ Core: Introduction, Background or Statement of
problem, Proposed Solutions,
▪ Procedure/Methods,
▪ Evaluation Plan/Project Review, Conclusions
Back Matter: Budgets or costs, Appendix
Style and Tone: emphasize the positive Degrees of Formality
Being Critical: what went wrong?
Types of Editing: Content, Linguistic Flow, Style and Tone,
Accuracy Tracking the Improvement
Challenging our thinking about projects, diversity, team-
work and leadership
Understanding collaborative behaviours that can grow
highly proactive and effective teams
Customers, sponsors and other stakeholders – tools to get
their buy in
The project management process – outputs are different
from
Outcomes Projects’ cross organizational boundaries – tools
for avoiding matrix conflicts
Learning fast before deciding to start – doing a feasibility
study
Case Study: A business case that scopes a project to get
approval or funding
Tools for prioritizing multiple projects
E: registration@peganix.com T: +2711 041 0181 F: +2786 407 8243 #EMTRWPM