Adept Owls Company Meeting: Training Requirements and Action Plan

This report is about Adept Owls Company Meeting which is to address training requirements for all company departments. The report includes information on meeting agendas, invitations, minutes, and an action plan. The main agenda of the meeting is to discuss training requirements and the benefits of training schemes to the employees as well as the organization. The report also includes an evaluation form for minute taking.

Adept Owls Company Meeting 1
Adept Owls Company Meeting
By Student’s Name
Course + Code
Class
Institution
Date

Adept Owls Company Meeting 2
Contents
Assessment One...................................................................................................................................2
Introduction...........................................................................................................................................2
The topic of meeting..............................................................................................................................3
The Requirement form of the meeting...................................................................................................3
The main agenda of the meeting............................................................................................................4
Minutes..................................................................................................................................................5
Participants............................................................................................................................................6
Conclusion.............................................................................................................................................7
Assessment Two..........................................................................................................................7
Action plan............................................................................................................................................7
Conclusion.......................................................................................................................................15
Assessment Three..............................................................................................................................15
Reflection............................................................................................................................................15
Action plan..........................................................................................................................................17
Bibliography........................................................................................................................................18

Adept Owls Company Meeting 3
Assessment One
Introduction
This report is for a specific games company in Australia. The company is called Adept owls
which is quite big. It develops, publishes and distributes card, board and dice games. This
report main objectives are to prepare and plan for an important meeting (Emerald Insight,
2015). The meeting is to help the company develop ways to improve its business services as
well as assess the training requirements of the employees (Nylund, 2013). The report will
include the information on meeting agendas, invitations and minutes.
The topic of meeting
The major item on the topic of this meeting will be Training requirements for all company
departments. This topic is quite important in improving the services of the employees as well
as improve specific company departments (Saltman, 2006). In any organization, be it a
marketing firm or agricultural firm, adequate training has a positive impact on the operations
and performance of the employees hence this is a vital issue in an organization. In that case,
then all the training requirements and the benefits of having training must be addressed to the
managers and executives of the respective departments. Hence, the main agenda in the
meeting will be Training (Berquist, 2014). All the issues regarding training will have to be
addressed in that meeting so that managers obtain the skills and expertise to evaluate and
review the performance of their employees enabling them to identify where training may be
required.
The Requirement form for the meeting
Meeting Requirement Form
Chairperson Mr. Davies (Chief Executive Office)
Department Human Resource, Marketing, Sales, Administration, Stores, Production,
Customer services, Finance, and Accounts.
Meeting Name “Training requirements”.

Adept Owls Company Meeting 4
Details
Date 10th February 2017 Time scheduled 15 00 hrs.
Location 338 Pitt Street, Level
4
Budget $ 5000
Format
Main purpose To address and explain the benefits of training to the company
departments.
Agenda for the
meeting
Training and its needs
Participants
Mr. Gareth
Mr. McKenzie
Ms. Ruth
Ms. Sara
Mr. Jack
Mr. Frank
Internal
Mr. Grant
Mr. Jonathan
External
Mr. Carozzi
Mr. Royce
Ms. Ellen
Speakers Four speakers will be installed on the four sides of the hall
Number of seats Fifteen seats will be required
Teleconference or
video requirements
Two projectors will be required. The only one will be used the other one
will be used in case one fails.
Other supporting materials
Pre-read the meeting
report
Case studies
Documentation Benefits of training and training schemes
Equipment
requirements
Two Projectors, sound system(four speakers), two microphones
Hospitality needs
Catering needs Twenty hamburgers with refreshments and drinks
Accommodation
needs
Other needs
Special needs Bottled water and cups of tea
Other requirements
from the organization
team
Punctuality will be highly appreciated by all the attendants even the
manager. No one will be allowed in the meeting room after three
o'clock. A record on-time arrival will be kept for each attendant.
Applicable
conventions to
conduct meetings
Not Applicable
Ethical and legal
requirements to
conduct meetings
All the participators must abide by the legal and ethical laws during the
session. There will be no teasing or quarreling during the meeting. In
case that occurs, then those responsible will face strict company actions.
Other important
requirements for
Every person who attends that meeting will have to come with a pen
and a writing material or else they will not be allowed to access the

Adept Owls Company Meeting 5
accessing the meeting
room
room
The main agenda of the meeting
Topic: Training importance and requirements Date: 10th February 2017
Venue: Level 4, 338 Pitt Street Time: 15 00 hrs.
Chairperson: Mr. Davies (Chief Executive Officer)
Attendees: Mr. Gareth, Ms. Ruth, Mr. Jack, Ms. Sara, Mr. Jonathan Mr. Frank, Mr. McKenzie,
Ms. Shannon
Topic Result required To be done by Time scheduled
Introduction on
training
Provide a quick and
brief introduction to
training
Mr. Davies (Chief
Executive Officer)
5 min
Explain training
comprehensively
A detailed and
comprehensive
explanation of
training should be
done.
Mr. Davies 15 min
Training requirements To clearly explain all
the items required for
a successful training
operation
Mr. Davies 30 min
Benefits of training To clearly explain the
merits of good
training schemes to
the employees as well
as the organization
Mr. Davies 15 min
Conclusions Summarize all the
items discussed in the
meeting as well lay
out any
recommendations
Mr. Davies 10 min

Adept Owls Company Meeting 6
Minutes
Topic : Date of the meeting:
Facilitator: Time :
Venue:
Participators:
Major items discussed
No. Topics Highlights
1
2
3
4
5
Action plan
No. Action items Owner Date
1
2
3
4
Participants
The participators of the meeting are as follows:
 Chief executive officer
 Human resource manager
 The manager of all production operations
 The finance and accounts manager
 The sales manager
 The marketing manager
 The administration manager
 The store and warehouse manager
 Customer operations manager
Letter of invitation
There will be a meeting on 10th of February 2017 on a Friday. This meeting will be held in
Level 4 along 338 pitt street. All managers are highly invited to this meeting that will help
rely upon all the training needs of employees in our esteemed company. The meeting will

Adept Owls Company Meeting 7
address all the training requirements as well as the benefits of appropriate training schemes to
our company. All the managers are highly welcomed to attend.
Your presence will be appreciated.
The Adept Owl Company.
Conclusion
Every department needs experienced and highly trained personnel to ensure effective
company operations. We are going to hold a meeting that will help address how we can better
our training needs and learn the advantages of training. In this report, all the information
regarding the meeting has been well compiled.
Assessment Two
Action plan
This is a way of making concrete plans that will ensure the meeting agenda is achieved. This
will lay all the steps and methods the chairperson will have to attain a successful meeting
(Shapiro, 2003). This lists all the item and steps necessary to achieve the objectives of the
meeting. This action plan is supposed to be clear, complete and deal with the current
company trends.
The table below will help the functions of the chairperson in presiding the meeting.
Action plan
Numbe
r
Action steps and
items
Owner Target date Status
1 The chairperson will
have to draw and
draft all the training
needs
Neil Johnson 10th
February
2017
Done
2 The chairperson will
make analysis and
assessments of the
training programs
and needs.
Neil Johnson 28th May
2017
Done
3 The chairperson and Neil Johnson 29th May Done

Adept Owls Company Meeting 8
his managerial staff
will provide training
and obtain feedback
from the employees
2017
4 The performance of
the employees will
be reviewed and
analyzed after the
training process has
been completed
Neil Johnson 29th June
2017
Done
Part B
Evaluation form for minute taking
Name of the candidate Mr. Tim Davies
Agree
strongl
y
Agree Neutra
l
Disagre
e
Disagre
e
strongl
y
The main purpose and the
expectations of the
meeting were clearly
elaborated by the
chairperson

The list of attendees was
handed to me before the
commencement of the
meeting.

A copy of a minute
template was also handed
to me so I could use it to
record the meeting
discussions.

The organization
conventions and
requirements for recording
the meeting was well
explained by the
chairperson.

The chairperson elaborated
on the specific method of
recording that would be
used to take meeting notes
and their anticipations with
respect to the amount of


Adept Owls Company Meeting 9
recorded information.
I was also given minutes
from the previous minutes
to enable me to understand
what was expected from
this meeting.

The meeting expectation
was clear to me.

Evaluation form for minute taking
Name of the candidate Mr. Frank
Agreed
strongl
y
Agree Neutra
l
Disagre
e
Disagree
d
Strongly
The main purpose and the
expectations of the
meeting were clearly
elaborated by the
chairperson

The list of attendees was
handed to me before the
commencement of the
meeting.

A copy of a minute
template was also handed
to me so I could use it to
record the meeting
discussions.

The organization
conventions and
requirements for recording
the meeting were well
explained by the
chairperson.

The chairperson
elaborated on the specific
method of recording that
would be used to take
meeting notes and their
anticipations with respect
to the amount of recorded
information.

I was also given minutes
from the previous minutes


Adept Owls Company Meeting 10
to enable me to
understand what was
expected from this
meeting.
The meeting expectation
was clear to me.

Evaluation form for minute taking
Name of the candidate Ms. Sara
Agreed
Strongl
y
Agree Neutra
l
Disagre
e
Disagree
d
Strongly
The main purpose and the
expectations of the
meeting were clearly
elaborated by the
chairperson

The list of attendees was
handed to me before the
commencement of the
meeting.

A copy of a minute
template was also handed
to me so I could use it to
record the meeting
discussions.

The organization
conventions and
requirements for
recording the meeting
were well explained by
the chairperson.

The chairperson
elaborated on the specific
method of recording that
would be used to take
meeting notes and their
anticipations with respect
to the amount of recorded
information.

I was provided with the
examples of previous
minutes to assist me in
understanding what was


Adept Owls Company Meeting 11
required
It was clear to me what
was expected.

Evaluation form for minute taking
Name of the candidate Ms. Shannon
Agreed
Strongl
y
Agree Neutra
l
Disagre
e
Disagree
d
Strongly
The main purpose and the
expectations of the
meeting were clearly
elaborated by the
chairperson

The list of attendees was
handed to me before the
commencement of the
meeting.

A copy of a minute
template was also handed
to me so I could use it to
record the meeting
discussions.

The organization
conventions and
requirements for
recording the meeting
were well explained by
the chairperson.

The chairperson
elaborated on the specific
method of recording that
would be used to take
meeting notes and their
anticipations with respect
to the amount of recorded
information.

I was also given minutes
from the previous minutes
to enable me to
understand what was
expected from this
meeting.


Adept Owls Company Meeting 12
The meeting expectation
was clear to me.

Evaluation form for minute taking
Name of the candidate Mr. McKenzie
Agreed
Strongl
y
Agree Neutra
l
Disagre
e
Disagree
d
Strongly
The main purpose and the
expectations of the
meeting were clearly
elaborated by the
chairperson.

The list of attendees was
handed to me before the
commencement of the
meeting.

A copy of a minute
template was also handed
to me so I could use it to
record the meeting
discussions.

The organization
conventions and
requirements for
recording the meeting
was well explained by the
chairperson.

The chairperson
elaborated on the specific
method of recording that
would be used to take
meeting notes and their
anticipations with respect
to the amount of recorded
information.

I was also given minutes
from the previous minutes
to enable me to
understand what was
expected from this
meeting.

The meeting expectation 

Adept Owls Company Meeting 13
was clear to me.
Evaluation form for minute taking
Name of the candidate Mr. Gareth
Agreed
Strongl
y
Agree Neutra
l
Disagre
e
Disagree
d
Strongly
The main purpose and the
expectations of the
meeting were clearly
elaborated by the
chairperson.

The list of attendees was
handed to me before the
commencement of the
meeting.

A copy of a minute
template was also handed
to me so I could use it to
record the meeting
discussions.

The organization
conventions and
requirements for
recording the meeting
were well explained by
the chairperson.

The chairperson
elaborated on the specific
method of recording that
would be used to take
meeting notes and their
anticipations with respect
to the amount of recorded
information.

I was also given minutes
from the previous minutes
to enable me to
understand what was
expected from this
meeting.

The meeting expectation
was clear to me.


Adept Owls Company Meeting 14
Evaluation form for minute taking
Name of the candidate Mr. Jonathan
Agreed
Strongl
y
Agree Neutra
l
Disagre
e
Disagree
d
Strongly
The main purpose and the
expectations of the
meeting were clearly
elaborated by the
chairperson

The list of attendees was
handed to me before the
commencement of the
meeting.

A copy of a minute
template was also handed
to me so I could use it to
record the meeting
discussions.

The organization
conventions and
requirements for
recording the meeting
were well explained by
the chairperson.

The chairperson
elaborated on the specific
method of recording that
would be used to take
meeting notes and their
anticipations with respect
to the amount of recorded
information.

I was also given minutes
from the previous minutes
to enable me to
understand what was
expected from this
meeting.

The meeting expectation
was clear to me.


Adept Owls Company Meeting 15
Evaluation form for minute taking
Name of the candidate Mr. Jack
Agreed
Strongl
y
Agree Neutra
l
Disagre
e
Disagree
d
Strongly
The main purpose and the
expectations of the
meeting were clearly
elaborated by the
chairperson

The list of attendees was
handed to me before the
commencement of the
meeting.

A copy of a minute
template was also handed
to me so I could use it to
record the meeting
discussions.

The organization
conventions and
requirements for
recording the meeting
were well explained by
the chairperson.

The chairperson
elaborated on the specific
method of recording that
would be used to take
meeting notes and their
anticipations with respect
to the amount of recorded
information.

I was also given minutes
from the previous minutes
to enable me to
understand what was
expected from this
meeting.

The meeting expectation
was clear to me.


Adept Owls Company Meeting 16
Conclusion
From all the analysis and evaluations with regard to the meeting, it is essential to say that the
action plan and the evaluation reports must be well documented with appropriate strategies.
This will not only enable a successful meeting but also the chairperson will come up with
new strategies on how to improve and acquire the training requirements. Most of the
purposes and objectives will be analyzed during the meeting and thus enable coming up with
appropriate ways to enhance training programs. All documentation to be used during the
meeting will be availed to the attendees to enable them to prepare adequately for the meeting.
Assessment Three
Reflection
The reflection describes all the experiences, recommendations and analysis of the above
assessments. The task was a success since all the documents had been well planned. All the
agenda, minutes, evaluation form were well prepared and this shows that the entire
assignment is appropriate.
The following are some of the issues that had to be addressed:
 Adept Owl Company scheduled its meeting of 10th February 2017 which was on
Friday, at 1500 hours and was to be completed at 1800 hours.
 The meeting was held at 338 Pitt Street, Level 4
 The participants expected to attend the meeting were the 11 managers.
 The chairperson identified the errors in the documents and called the organizing team
to make corrections (Bagorogoza, 2015). The topic of the meeting was well analyzed
and all the documents were well inspected. The chairperson had to make sure all the
reports had been well documented and none was missing. It is to be noted that all the
required documents were available and well documented.
 Since the meeting was to be held by top organization officials, the invitation letter had
to be official. A section of the invitation letter has been drafted below:
Letter of invitation
There will be a meeting on 10th of February 2017 on a Friday. This meeting will be held in
Level 4 along 338 Pitt Street. All managers are invited to this meeting that will help relay all
the training needs of employees in our esteemed company (Davidson, 1998). The meeting

Adept Owls Company Meeting 17
will address all the training requirements as well as the benefits of appropriate training
schemes to our company. All the managers are highly welcomed.
Your presence will be so much appreciated.
The Adept Owl Company.
The letter had been addressed to all the managers. The date and time had been well stated and
thus punctuality was going to be observed. The venue of the meeting was also stated, in case
of any directions then the organizing team had to be contacted.
 The budget for the meeting was $ 5000 since everyone attending that meeting
was going to be a company official and so refreshments had to be provided (Harris,
2017). Some of the company resources like projectors, speakers and microphones had to
go servicing before being used. The budget allocated was enough to help make the
meeting a success.
 The action plan was availed to all the attendees. The chairperson who was
tasked with the most vital tasks regarding the meeting had to adequately comprehend his
action plan. This was going to ensure that all the goals set in ensuring successful training
programs had to be achieved. The following action plan had been prepared.
Action plan
Numbe
r
Action steps and items Owner date Status
1 The chairperson will have
to draw and draft all the
training needs
Neil Johnson 10th February
2017
Done
2 The chairperson will make
analysis and assessments
of the training programs
and needs.
Neil Johnson 28th May 2017 Done
3 The chairperson and his
managerial staff will
provide training and obtain
Neil Johnson 29th May 2017 Done

Adept Owls Company Meeting 18
feedback from the
employees
4 The performance of the
employees will be
reviewed and analyzed
after the training process
has been completed
Neil Johnson 29th June 2017 Done
 The major roles of the chairperson during the meeting will be to ensure that all
the managers contribute effectively. They should be ready to come up with ways to
ensure effective training and training schemes.
 Every aspect regarding the major topic of the meeting should be discussed. It
is not necessary that conclusions will be found but all the same, the important aspects of
training should be discussed.

Adept Owls Company Meeting 19
Bibliography
Bagorogoza, J., 2015. Organizational meetings: Management and Benefits. Journal of Management
Development, 34(8), pp. 962-968.
Berquist, T. H., 2014. Reviewer Assistance: How Important Is the Invitation Letter?. American Journal
of Roentgenology , 203(3), pp. 6-17.
Davidson, A., 1998. Meeting Procedures, Brisbane: Program on Nonprofit Corporation.
Emerald Insight, 2015. Organizational meetings: management and benefits. Journal of Management
Development, 34(8), pp. 9-23.
Harris, A., 2017. Rethinking the Role of Monthly Staff Meetings: A Teaching Case. Journal Of Human
Service Organisations: Management, Leadership and Governance, 41(4), pp. 336-341.
Nylund, M., 2013. Toward Creativity Management: Idea Generation and Newsroom Meetings.
International Journal of Media Management, 15(4), pp. 4-12.
Saltman, D. C., 2006. Running effective meetings: a primer for doctors. Postgraduate Medical
Journal, 82(5), pp. 5-9.
Shapiro, J., 2003. Action Planning. [Online]
Available at: https://www.civicus.org/view/media/Action%20Planning.pdf
[Accessed 1 April 2018].