Keeping Up With Recording Standards

In an earlier article, I wrote about the origin of the less is more philosophy, which speaks to achieving elegance without excess. I imagine that few of us approach the preparation of minutes with words such as elegance in mind, but why not? If you’ve ever had occasion to review minutes of months or even years past to clarify historical information or decision making, you’ll appreciate quality work.

Recording standards have evolved; have yours?

Recording styles and standards have evolved with time, and I readily admit to cringing in looking at some of my early work through the lens of today’s standards.

It’s apparent when an organisation has benefitted from an effective recorder. By effective, I mean someone who understands and documents those matters that should be recorded for posterity – while understanding and excluding the superfluous. The exceptional assistant does all this with not only elegance, but also a clear understanding of the purpose of the document.

Distinguish between what needs to be recorded, and the superfluous

So, rather than thinking of recording minutes as a necessary evil, try approaching the responsibility from the perspectives of how confidence, rationality and even elegance apply to your minutes.

Build knowledge to increase your confidence

Invest time in understanding context. Have you ever wondered how on earth you would effectively record a meeting when you didn’t understand half the acronyms and insiders’ language being used around the table, let alone the business context? I let this happen once in my early days and, after struggling through that endeavour, I developed an ever-evolving list of acronyms, and scoured everything I could put my hands on to better understand the business context.

You won’t have all the insights overnight, nor should you expect that to be the case. You should, however, make developing such insights a priority.

If you’re new in your role, invest time in reviewing at least the previous year’s meeting agendas and minutes in order to have some perspective before attending your first meeting. Carve out time to read the full agenda package rather than limiting your role to assembling and circulating the package. Then, ask the Chair for some time in advance of the meeting so you can gain his or her insights where needed.

People want concise, clear records reflecting decisions and meeting outcomes

Less is more. Whether you’re recording meetings attended by colleagues or externals, be they paid or volunteer, you’re working with busy people. Increasingly, although verbatim minutes represent a past standard, busy professionals do not want or need their meetings recorded verbatim. Such people are typically seeking concise, clear records of meetings that reflect decisions made, actions taken and commitments made.

Support Active Participation in Meetings

Think about the people who participate in your meetings. Have you considered that your work has potential to impact their readiness to participate during meetings?

The quality of your recording has a significant impact on participants’ sense of safety and confidence in their capacity to actively participate without being penalized by unwanted or inappropriate attributions within the minutes. In other words, protect the innocent, the misunderstood, those prone to protracted explanations, and everyone else. 

Refrain from unnecessary attribution of statements

Think about committee or volunteer council/board work you’ve undertaken; didn’t you want to feel safe in expressing your views without the potential for your remarks to come back and bite you, or your intent misinterpreted? Craft your minutes in a manner that provides that same confidence and security for those who participate in the meetings you record.

Whether or not your minutes are accessible through freedom of information, “sunshine” or other legislation, consider the enhanced calibre of deliberations and debate in which people will engage when a meeting is recorded without attribution of statements to individuals. When I record a key message or direction that is intended to be included in minutes, I tend to reference “committee members” or “the board”, rather than individuals. Remember, you’re recording the actions and decisions of a body, not individuals.

You Have a Voice; Use It

Speak up and reach out to resolve matters that adversely impact your capacity to produce solid minutes. Despite working with outstanding people, there are no doubt occasions when you find an individual’s voice quiet or unclear, or a plan muddied rather than lucid.

If you’re having difficulty hearing a low talker, others may be experiencing the same challenge

If it’s not just a matter of your hearing capacity, and you’re having difficulty hearing a low talker, chances are that others are experiencing the same challenge. What to do? You may assign seating, in which case you can consistently seat a quiet speaker in a location that maximises capacity to hear and record him or her. You may do all involved a professional courtesy, though, by constructively and graciously approaching the quiet person offline to encourage him/her to speak with more volume.

Secure and publish proposed resolutions/motions in the agenda

Prepare or secure the wording of resolutions in advance, and include them in your agendas. Discussion will be more focused when people begin with an understanding of the intended goal. Sometimes, discussions and resolutions move at a rapid pace during meetings. If discussion and debate unfold quickly and direction is unclear, you perform best if you are prepared to seek clarity.

If your executive affords you voice at the table, ensure others aren’t surprised to hear you speak up

Does your organisation/boss want you to have voice during meetings? If so, ensure that the other participants understand this. Otherwise, there’s potential for them to view it as inappropriate when you offer insights or guidance. Check and, if necessary, engage your executive or Chair to ensure there’s a shared understanding; you can do your best by your organisation if all participants are aware that it is appropriate for you to speak up when appropriate.

 About the Author: Shelagh Donnelly educates and inspire assistants on topics ranging from meetings and minutes to business acumen, cybersecurity and working with boards. She helps assistants nurture their adaptability, productivity and resilience in order to enjoy the career and continue to add value even as roles evolve. An international speaker, Shelagh worked with C-level executives for more than 25 years and is recognized for her governance expertise. Shelagh founded her globally read Exceptional EA website in 2013, and is the author of the upcoming book, The Resilient Assistant.   

This article first appeared in Exceptional EA, a globally respected professional development resource for administrative professionals. Visit https://exceptionalea.com/ to find out more and tell her we sent you