Price: £699 + GST (up to 12 people) – presented face-to-face or electronically via MS Teams
Course Duration: 1 hour and 30 minutes
Target Audience: Company secretaries with foundational minute-taking knowledge (ideally those who have completed Part 1).
This advanced course is designed for experienced company secretaries seeking to deepen their expertise in drafting professional, compliant, and insightful minutes. It provides practical guidance for managing complex discussions, maintaining legal and regulatory standards, and navigating the nuanced responsibilities of high-stakes minute-taking. Through real-life examples and best-practice strategies, participants will gain confidence in handling sensitive content, contentious matters, and intricate governance requirements.
Learning Objectives
By the end of this course, participants will be able to:
- Apply advanced techniques to improve the efficiency and structure of their minute-taking.
- Confidently minute complex or contentious discussions while maintaining neutrality.
- Understand the legal and regulatory implications of minutes.
- Appropriately manage confidential information and redactions.
- Implement best practices for drafting, reviewing, and finalising professional minutes.
Building on foundational knowledge, this session explores the most challenging aspects of minute-taking, from pre-meeting preparation to finalising audit-ready records. Participants will develop a clear understanding of how to maintain objectivity, reflect decisions accurately, and meet legal expectations, with a particular focus on structure, style, and review techniques that ele
Syllabus
Advanced Preparation Techniques
- Pre-meeting briefings and liaising with the Chairperson / Report Owner(s)
- Preparing for contentious discussions
- Managing large agendas and extensive board packs
Navigating Complex Discussions
- Capturing divergent viewpoints
- Handling interruptions and multiple speakers
- Maintaining neutrality and objectivity
- Recording motions, amendments, and votes
Legal and Confidentiality Considerations
- Legal responsibilities of minute-takers
- Ensuring regulatory compliance
- Redacting sensitive information
- Handling confidential discussions and legal audits
Enhancing Drafting and Review Processes
- Concise vs. detailed minutes
- Reviewing for clarity and precision
- Ensuring consistency across meetings
- Finalising with action trackers and audit trails
Conclusion
- Recap of Key Takeaways
- Q&A Session
- Course Evaluation and Feedback
How Virteffic Can Support Your Training Needs
At Virteffic Limited, we offer bespoke, interactive training solutions tailored to the unique needs of company secretaries, governance teams, and board members. Whether you’re an individual looking to enhance your skills or a business aiming to upskill your team, we provide practical, hands-on training that delivers real value.
Our courses cover key areas such as minute-taking mastery, corporate governance, and essential company secretarial skills. Led by Tess Price, an experienced industry professional with deep expertise across Jersey and Guernsey, our training sessions go beyond theory. They are designed to empower participants with actionable insights, practical knowledge, and the confidence to excel in their roles, making them highly effective in navigating today’s governance challenges.
At Virteffic, we pride ourselves on creating engaging and flexible training experiences tailored to your goals. Whether delivered in-person or virtually, our sessions are interactive, insightful, and adaptable to your needs. Reach out to us today to discover how we can help you or your team thrive in the ever-changing world of corporate governance.
What sets Virteffic apart?
At Virteffic, we understand that effective governance requires more than theory – it demands practical skills, tailored solutions, and real-world expertise. Our trainers are seasoned professionals with hands-on experience across industries, offering practical advice and solutions based on real-world scenarios. Participants gain actionable strategies and best practices they can apply immediately.
Our sessions are highly engaging, incorporating real scenario examples, exercises, and open discussions to ensure participants develop skills they can use from day one. We can tailor our programmes to your organisation’s specific needs, whether it’s introductory sessions for new board members, advanced governance workshops, or sector-specific training.
We offer virtual, in-person, and hybrid options to suit your schedule and location, delivering training across the Channel Islands, the UK, and beyond.
Find out more
Discover the perfect course for your team on the Virteffic Training page, and get in touch to discuss your organisation’s specific training needs. Simply complete our request form to receive a fixed-fee estimate tailored to your needs. Let’s discuss how we can support your organisation’s training needs. Get in touch with us today and take the first step towards more efficient governance.
