Overview

Framework:
RQF
Level:
Level 2
Unit No:
Y/506/1812
Credits:
3
Guided learning hours:
13 hours

Assessment Guidance

All Assessment Criteria must be met and assessed in line with Skills CFA Assessment Strategy.

Unit Learning Outcomes

1

Understand how to take minutes of meetings.

Assessment Criteria

  • 1.1

    Explain the purpose of different types of minutes and other meeting records.

  • 1.2

    Explain the legal requirements of formal minutes.

  • 1.3

    Describe organisational conventions for producing minutes.

  • 1.4

    Describe the responsibilities of the minute taker in a meeting.

  • 1.5

    Explain why it is important to maintain confidentiality of meetings, discussions and actions.

  • 1.6

    Explain why it is necessary to record who proposed and seconded suggestions and changes.


2

Be able to take notes of meetings.

Assessment Criteria

  • 2.1

    Take accurate notes of the attendance, proceedings, areas of discussion and agreed actions of meetings.

  • 2.2

    Record allocated responsibilities for agreed actions.


3

Be able to produce minutes of meetings.

Assessment Criteria

  • 3.1

    Transcribe notes accurately into meeting minutes using correct language, grammar, punctuation and sentence structure and in the agreed style.

  • 3.2

    Include agreed attachments or appendices.

  • 3.3

    Obtain approval for the final documents.

  • 3.4

    Distribute minutes to the agreed distribution list.

  • 3.5

    Maintain the requirements of confidentiality.