Self-Paced Course – Meeting Minutes and Role of Clerk

WHAT IS IT ABOUT?

This course covers the principles and guidelines from Robert's Rules of Order that clerks and secretaries must know for processing meeting minutes. We will review:

• the 4 different types of minutes,
• recording votes,
• the minutes approval process,
• voting and abstaining,
• how to change minutes once adopted,
• challenging motions like "reconsider," "table," and "censure"
• and more

We will describe the role and authority of the clerk/secretary and describe when and how staff should speak up.

AFTER TAKING THIS COURSE, YOU WILL BE ABLE TO

• State the correct purpose of taking minutes according to Robert’s Rules.
• List 4 different types of minutes.
• Recommend best practices to your board on minutes.
• Make motions and amendments.
• List 6 different possible roles of the clerk/secretary.
• State the verbiage to use when speaking up at a board meeting.

Note that this course does not cover the actual act of listening to and recording what is said.

THE COURSE CONTAINS

• a recorded video  -  102 minutes
• PDFs giving key content
• lessons with blog entries and reference PDFs

TESTIMONIALS

Outstanding clearly presented materials. Good refresher for those with experience and also good introduction for new clerks or board secretaries. Council, Assembly and Board members will also benefit so they are clear on how to handle themselves in a meeting and best practices. Total confidence not only in the instruction but also the materials and follow up provided after. THANK YOU!!    Christy Terry

Wonderful information on options for meeting minutes and love all the sample forms! Thank you Ann!! Debbie Burke, Moses Lake

Being in my position for 5 years, I was not certain what to expect from the course. The course was incredible for both new and seasoned clerks. I have also recommend this course to other clerks that I know will benefit from the information Ann shared! Thank you!  Kerri Mellott

Very good course on Roberts Rules of Order and how to properly take various types of minutes. They made the course fun and understandable with dinosaur analogies. Highly recommended for anybody who takes minutes. Marina Jordahl

Great workshop. Learned from it, and know a little more about minute taking. Highly recommended for those of you who take minutes, take these workshops that are available.  Cecilia Aloysius

Great workshop – so much information presented in an understandable manner. The resources provided are amazing. I enjoyed this course and know it will help a lot in my work. Janet Ayles

BONUS! After enrolling in this course, you will receive coupon codes good for

• 10% off any Live Zoom Workshop, and
• free enrollment in our email course, "Quick Introduction to Robert's Rules."