Meeting Minutes and Role of the Clerk

Process minutes and serve your board with confidence

This webinar covers the principles and guidelines from Robert's Rules of Order that clerks and secretaries must know for processing meeting minutes. We will discuss the 4 different types of minutes, recording votes, the minutes approval process, voting and abstaining, how to change minutes once adopted, and more. We will also cover the role and authority of the clerk/secretary and describe when and how staff should speak up. Note that this webinar does not discuss the actual act of listening to and recording what is said.

This is an individual product for your personal use. Contact us if you would like to arrange a group purchase. Your enrollment is valid for 60 days.

Length: 72 minutes. Bonus: Reference PDFs including 20 key points staff should know, memo on persuading your board to move to action or summary minutes, and our publication, Guidelines for Meeting Minutes in Local Government.

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Your Instructor


Ann G. Macfarlane
Ann G. Macfarlane

Ann brings her experience as a former diplomat to make Robert's Rules and meeting procedure practical and user-friendly for elected officials and directors of nonprofit boards. She is a former Russian translator and a Professional Registered Parliamentarian. With Andrew Estep, Ann is the author of Mastering Council Meetings: A guidebook for elected officials and local governments. Learn more here.


Course Curriculum


  Your guide to processing meeting minutes and your role
Available in days
days after you enroll

Frequently Asked Questions


When does the course start and finish?
The course starts now and is available to you for 60 days. It is entirely self-paced. You can start and resume at your leisure.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us within 30 days, and we will give you a full refund.

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