A governance professional's guide to producing minutes

Getting the minutes right is essential to your role as a clerk/governance professional. Read our top tips for taking and writing up notes, then use our handy template and checklist to save valuable time.

Last reviewed on 25 April 2024See updates
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Contents
  1. Prepare before the meeting
  2. Download our template
  3. Choose your preferred method of recording
  4. Distinguish between public and confidential information
  5. Use the right language and tone
  6. Demonstrate the board's effectiveness
  7. Write up your notes afterwards
  8. Check your minutes using our checklist
  9. Use GovernorHub to make your life easier

Thanks to governance experts Vicky Redding and Fiona Stagg, who helped us to write this article. 

Prepare before the meeting

It will make your job easier if you know what's going to be discussed in the meeting, the papers that will be considered and the key decisions the board needs to make.

Make sure you know:

  • The date of the meeting and the date that documents need to be sent out on
  • Which papers need to go out with the meeting pack, who is providing them, and which papers link to which agenda item

Check whether your local authority or academy trust has any guidance or rules on how the

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