Task 3 Meeting follow-up

Instructions:

Using the notes taken by ‘Evelyn’ during the meeting role play in Task 2:

• Transcribe them and produce a set of meeting minutes (template provided below) which:

o Reflect a true and accurate record of the meeting

o Are formatted appropriately

• Show the name of your document in the footer of the minutes

• Distribute a copy of the completed minutes to your assessor within 3 days of performing the role play

You will need to check the document format is correct (as detailed in Green Tree Document Management Policy and Procedures). 

Your assessor will want to see that you can:

• Check transcribed meeting notes to ensure they reflect a true and accurate record of the meeting and are formatted in accordance with organisational procedures and meeting conventions

• Distribute and store minutes and other follow up documentation within designated timelines and according to organisation requirements

• Report outcomes of meetings as required, within designated timelines.