Application
This unit describes the skills and knowledge required to manage a range of meetings including overseeing the meeting preparation processes, chairing meetings, organising the minutes and reporting meeting outcomes.
The unit applies to individuals employed in a range of work environments who are required to organise and manage meetings within their workplace. These individuals may work as senior administrative staff or may be individuals with responsibility for conducting and chairing meetings in the workplace.
No licensing, legislative or certification requirements apply to this unit at the time of publication.
Elements and Performance Criteria
1. Prepare for meetings | 1.1 Develop agenda according to meeting purpose 1.2 Establish and verify meeting requirements with relevant individuals 1.3 Contact and confirm meeting with participants according to organisational procedures 1.4 Provide meeting papers to participants according to task requirements |
2. Conduct meetings | 2.1 Chair meetings according to organisational requirements, agreed conventions for type of meeting and legal and ethical requirements 2.2 Promote participation, discussion, problem solving and resolution of issues 2.3 Brief minute-taker on method for recording meeting notes |
3. Follow up meetings | 3.1 Review meeting minutes and edit, as required 3.2 Distribute and store minutes and other follow 3.3 Report outcomes of meetings, as required, within designated timelines |
Evidence of Performance
The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:
manage a meeting on at least two occasions.
In the course of the above, the candidate must:
apply conventions and procedures for meetings including:
developing and distributing agendas and papers
identifying and inviting meeting participants
organising and confirming meeting arrangements
conducting meeting
completing meeting-follow up actions
follow relevant organisational policies and procedures.
Evidence of Knowledge
The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:
meeting terminology, structures and arrangements
responsibilities of the chairperson and key features of group dynamics in relation to managing meetings
key features of options for meetings including face-to-face and virtual meetings
methods for recording meeting notes including relevant organisational requirements and conventions for type of meeting
organisational procedures and policies regarding meetings, chairing and minutes including identifying organisational formats for minutes and agendas.
Assessment Conditions
Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.
This includes access to:
organisational policies and procedures for managing meetings
computers and relevant software.
Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.
Foundation Skills
Reading | Identifies and interprets information from complex texts including organisational policies and procedures |
Writing | Addresses the context, purpose and audience when generating a range of texts Prepares notes using appropriate structure, and accurate spelling, grammar and punctuation Edits and corrects own work to ensure accuracy |
Oral Communication | Participates in verbal exchanges using appropriate style, tone and vocabulary for audience, context and purpose Listens for specific information during meetings Asks questions and listens to responses to clarify understanding |
Numeracy | Identifies and interprets numerical information related to timeframes |
Enterprise and initiative | Identifies and responds to both explicit and implicit organisational procedures and protocols and legislative and regulatory requirements |
Planning and organising | Applies formal processes when planning complex tasks, producing plans with logically sequenced steps, reflecting an awareness of time constraints Recognises and takes responsibility for addressing predictable problems in familiar work contexts |
Sectors
Social Competence – Teamwork and Relationships