![]() Also, if a question that has been asked has not been answered by the other side (often apparent when note taking) the note taker might point this out to ensure clarity in the notes. Also, where employees are presenting details about what happened, key points, dates, people etc. Note takers should be attuned to comments that could be considered to be a grievance or complaint (where not previously raised) and ensure that notes about what is said in the meeting are clear and detailed. What are the key things note takers should be listening out for? asking if people can slow down, or asking for a break. This excludes the points mentioned above i.e. If this does happen, the note taker should address the person who is chairing the meeting with their question. Note takers should avoid interrupting the meeting, unless there is something important that needs urgent clarification. Interestingly, trying to summarise a conversation when note taking is almost as time consuming as trying to write down every single word. It’s a good idea if the Chair also regularly checks with the note taker that they are keeping up because when emotions rise or discussions get complicated it can be very challenging taking down all the key points. What if a note taker falls behind the discussion?Īt the start of the meeting, the Chair should encourage the note taker to ask for a break, or ask for people to slow down, whenever needed. However, notes should be a summary of the discussion, capturing all key points made. Creating verbatim notes can be costly, as not many note takers have the skill/ability to record every word whilst in the meeting and/or typing up notes from a recording can be hugely time consuming and challenging, especially if there are strong accents involved or people speaking over each other. There is no requirement in law for meeting notes to be verbatim. The opening statement will include reference to why the meeting is taking place, the right to be accompanied, why notes are being taken and when they will be sent to the employee, the right to ask for breaks, how long the meeting is expected to last, what will happen after the meeting etc. ![]() Before the meeting takes place, it’s often possible for the note taker and meeting Chair to agree what the opening statement will be and to have this pre-written into the notes. Include who is attending (allocating initials of each to be used during the actual note taking), their role in the meeting i.e. #Professional note takers how toHow to take professional notes in a meeting Note taking – what’s the structure?Īt the start of the meeting, note the date and the time it begins. Unless you want us to run a professional note taking skills training course, here are a few note taking top tips to keep you on the straight and narrow. If you’re using an internal note taker, do they know what your formal meeting notes need to include? And also what depth of information needs to be covered to both protect your organisation and ensure your employee doesn’t throw ‘unprofessional and inadequate note taking’ into the ring alongside their claim of sex and race discrimination? It’s certainly cost effective, but is this the right approach? Absolutely, provided they know what they are doing! ![]() #Professional note takers freeWe often find that clients like to ‘rustle up’ an internal note taker someone who just happens to be free at the necessary time (rather than use an experienced note taker). The notes, the Claimant therefore suggested, were inadequate for the purpose they were intended for and demonstrated a lack of professionalism on the part of the employer. Apparently, all other aspects of the discussions that had taken place were ignored. ![]() In a Employment Tribunal claim, part of the employee’s complaint was that the notes taken by the Company during formal meetings, both before and after dismissal, only included information the Company deemed relevant to its case. Do you feel confident note taking at formal employee meetings? Are you getting it right? ![]()
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