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Note Taking

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Facilitating Effective Agile Workshops
Note Taking

The course is part of this learning path

Note Taking

Course Description 

This final module focuses on the positive action you can take to keep improving as a workshop facilitator.  

Learning Objectives 

The objectives of this course are to provide you with and understanding of: 

  • What grouping is 
  • Why grouping is such an effective workshop technique 
  • Grouping techniques 
  • The importance of consistent note taking 
  • How to coach note takers 
  • Workshop anti-patterns you need to avoid 

Intended Audience 

This course is aimed at Scrum Masters who want to improve their individual knowledge of facilitating workshops in service to their Scrum team and their wider organization 

Prerequisites of the Certifications 

There are no specific pre-requisites to study this course 


We welcome all feedback and suggestions - please contact us at qa.elearningadmin@qa.com to let us know what you think. 


Workshops can be complex, with a lot going on. As a facilitator, you need to be on top of every element of the workshop. So you won't have time to take detailed notes. This means that every workshop you facilitate must have a dedicated note-taker, and maybe even more than one. In this video, we're going to talk about a few of the reasons why you need a note-taker and the things you should focus on when coaching note-takers to support you. It is really important that you coach your note-takers on what you expect from them. After all, the notes from the workshop can be used to report the outcome of the workshop, to the business at large, or be used for any number of reasons by a development team. This means that notes need to be detailed and consistent. So, without further ado, let's jump straight into what good notes look like, so that you can make sure you're getting the most out of your note-takers. All notes should start off by explaining what the goal of the workshop is. Of course, this should be pretty easy to find for the note-taker, as they'll have the agenda and well-defined objectives should always be included in this. Next, the note-taker needs to capture all of the key items discussed, and in relation to the defined objectives of the workshop. These should be done simply. For instance, what was discussed, decided, accomplished, and what are the next steps. The next steps are generally crucial for the workshop, as they're often the output. So we've decided on something, now, what do we need to do to make that happen? Because of this, the note-taker should write up as much detail as they can on the next steps. Including what needs to be done, who's responsible, what resources they'll need, et cetera. Great. So with all those facts in place, you'll need your note-taker to write up a more formal report. To do this, they'll need to flush out some of the points which were originally simply bullets and craft a more comprehensive document. Now as the facilitator, you should be the one to give this a final edit before you send it out. The success of the workshop is your responsibility, and the notes are a key part of demonstrating what you've achieved. And that's it for this video. Effective note-taking is a key part of any facilitated workshop. Although as a facilitator, you shouldn't be the one taking the notes. You do need to know exactly what you expect out of your note-takers, though. So you can coach them to maintain excellence and consistency.

About the Author
Learning Paths

Tony has over 20 years’ experience in Business Development, Business Change, Consulting, and Project/Program Management working with public, private, and third sector organizations.

He has helped organizations to design and create processes and procedures to align ways of working with corporate strategy. A highly motivated and detailed solution provider, utilizing a wide range of methods and frameworks to provide structure whilst promoting creativity and innovation.

As a confident and self-motivated professional with excellent communication skills, Tony is able to bring people together and get them working as a team quickly.

Tony is an Agile and Scrum trainer with a vast knowledge spanning IT Systems, Business Change, Program and Project Management. With excellent presentation skills and a solid background, he ensures that all clients gain maximum benefit from his training. He has successfully guided those new to the industry through their initial training, helped experienced staff as they progress in their careers, and worked at the director level advising on best use and practice, as well as tailoring courses to fulfil the exact needs of clients.