Live Zoom Workshop – Meeting Minutes and Role of Clerk
$87.00
Thursday August 14 and November 13, 2025
10:00 am to 12:30 pm Pacific time
Registration closes Wednesday, day before workshop, at 5 pm Pacific time
This course will give you confidence in taking minutes and serving your board or council when parliamentary issues arise. IIMC credit available.
Need the information right away? Take our self-paced online course, available 24/7 at this link.
Description
Clerks and secretaries can face challenging situations at meetings. This workshop describes the different roles of the clerk, the correct way to process minutes, key items of parliamentary procedure, and language to use when speaking up. Gain the confidence and the tools to serve your board effectively. One IIMC credit is available.
This workshop is 2.5 hours long. It includes break-out groups to learn from colleagues and bonuses: recording of the workshop, extensive reference materials, and a half-price coupon for our popular “Wait! Wait!” cheat sheet. We will open the workshop 30 minutes early for casual networking. You can also tee up your questions for Ann at this time. One IIMC credit is available.
Your registration is personal to you. If others wish to attend, please register them separately. Because your registration includes access to the recording, refunds are not provided. Space is limited. Registration closes Wednesday, day before workshop, at 5 pm Pacific time.
Testimonial What a fantastic workshop yesterday! I definitely feel empowered and better-equipped to field board chairs and commissioner’s questions about Robert’s Rules of Order. So many great little nuggets of knowledge! I also enjoyed hearing other participants in the breakout session, and was surprised that we all had varying takeaways! Lisa Arpin, Branford Connecticut Town Clerk
Note that this course does not cover the actual act of listening to and recording what is said.
Syllabus
- Introduction
- What type of minutes?
- Motions and Amendments
- Minutes approval process
- Role of clerk/secretary
- Precedence of motions
- Other issues
- Review and conclusion
Take advantage of our special offer store credits! Buy a store credit for the cost of two Live Zoom Workshops. You will then have credit in your account to purchase three workshops. You can enroll yourself or colleagues.
Additional information
| Date | April 17, 2025, August 14, 2025, November 13, 2025 |
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Christy Terry –
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!!
Debbie Burke, Moses Lake, WA City Clerk –
Wonderful information on options for meeting minutes and love all the sample forms and networking in the breakout sessions! Thank you Ann!!
Lorine Hall –
Thank you for this course. It should be a prerequisite for all clerks, secretaries and chairs. So much great information and clarity.
Kerri Mellott –
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!
Marina Jordahl –
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.
Cecilia Aloysius –
Great workshop. Learned from it, and know a little more about minute taking. Highly recommended for those of you who takes minutes, take these workshops that are available.
Janet Ayles –
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.
Kayla Reid-Starck –
Ann was so knowledgeable. I definitely recommend taking this course.
Pamela Galvan –
WOW, there is so much solid information with clear direction. I recommend it for both those new to taking minutes and those seasoned.
Lourissa Gilman –
The Meeting Minutes & Role of the Clerk Workshop was very informative and straight to the point! I was able to take what I learned and apply it to the minutes I was working on. I look forward to attending other workshops in the future. Thank you, Ann!
Tina Harrah –
This training was fantastic, clear and engaging materials. Superb delivery. I totally not only enjoyed these but I learned more than I knew, was validated in my understandings and highly recommend these courses.