Unit of competency Outline
Date retreived
22/07/2026 6:09 AM AWST
22/07/2026 6:09 AM AWST
Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.
Manage meetings
Manage meetings
Unit of competency
National Code
BSBADM502B
BSBADM502B
State Code
D0552
D0552
TGA Status
Replaced
Replaced
DTWD Status
Replaced
Replaced
State Implementation and Classification
Approved Date
05/11/2014
Field of Education
080399 - Business And Management, N.e.c.
Original Release Date
05/11/2014
Nominal Hours
50
Description
This unit describes the performance outcomes, 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.No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
Notes
Elements and Performance Criteria
1. Prepare for meetings
- 1.1. Develop agenda in line with stated meeting purpose
- 1.2. Ensure style and structure of meeting are appropriate to its purpose
- 1.3. Identify meeting participants and notify them in accordance with organisational procedures
- 1.4. Confirm meeting arrangements in accordance with requirements of meeting
- 1.5. Despatch meeting papers to participants within designated time lines
2. Conduct meetings
- 2.1. Chair meetings in accordance with organisational requirements, agreed conventions for type of meeting and legal and ethical requirements
- 2.2. Conduct meetings to ensure they are focused, time efficient and achieve outcomes
- 2.3. Ensure meeting facilitation enables participation, discussion, problem-solving and resolution of issues
- 2.4. Brief minute taker on method for recording meeting notes in accordance with organisational requirements and conventions for type of meeting
3. Follow up meetings
- 3.1. 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
- 3.2. Distribute and store minutes and other follow-up documentation within designated time lines, and according to organisational requirements
- 3.3. Report outcomes of meetings as required, within designated time lines
RANGE STATEMENT
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.
Agendas may include:
correspondence
date, time and location of meeting
date of next meeting
general business
major agenda items
matters or business arising from the minutes
minutes of the previous meeting
reports
statement of the meeting's purpose
welcome
Meeting purpose may include:
discussion forum for internal or external clients
planning and development of a project
progress of a project
range of business items
setting of enterprise or team goals
Meeting arrangements may include:
booking an appropriate venue
deciding on process for recording of meeting
establishing costs and operating within a budget
identifying any specific needs of participants
organising accommodation and transport
organising appropriate communication technology
organising catering
organising a minute taker
preparing relevant documentation for participants
scheduling date and time for the meeting
Meeting papers may include:
agenda
chairperson's report
correspondence
draft documentation
financial reports
itemised meeting papers
notice of meeting
previous minutes
research reports
Designated time lines may include:
contractual obligations
formal timeframe set by the organisation
informal timeframe set by the administrative organiser
project time lines
statutory requirements (e.g. for annual general meetings)
timeframe decided by participants
Conventions may include:
casting vote for chairperson
conflict of interest provisions
consensus required
informal discussion
majority of members to agree
moving and seconding formal motions
quorum requirements
restricting discussion to agenda items
speaking through the chairperson
time limit on speakers
waiting to be recognised by the chairperson
voting procedures
Legal and ethical requirements may include:
codes of practice
legislation relating to companies and associations
requirements for public meetings
Resolution may include:
agreeing on a course of action
deferring decisions to another meeting
Storage of minutes and other documentation may include:
authorised access
electronic storage in folders, sub-folders, disk drives, CD-ROM, USBs, tape or server back-up
file names according to organisational procedure
file names which are easily identifiable in relation to the content
file and folder names which identify the operator, author, section, date
filing locations
organisational policy for backing up files
organisational policy for filing hard copies of documents
security
Minutes may include:
meeting details (e.g. title, date, time, location)
action items
agenda items
apologies and attendees
approval of the record of previous minutes
correspondence
date of the next meeting
formatting from previous minutes
lists rather than complete sentences
matters arising from the previous meetings
names of absent and attending participants
organisation templates
other business
reports
welcome
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.
Agendas may include:
correspondence
date, time and location of meeting
date of next meeting
general business
major agenda items
matters or business arising from the minutes
minutes of the previous meeting
reports
statement of the meeting's purpose
welcome
Meeting purpose may include:
discussion forum for internal or external clients
planning and development of a project
progress of a project
range of business items
setting of enterprise or team goals
Meeting arrangements may include:
booking an appropriate venue
deciding on process for recording of meeting
establishing costs and operating within a budget
identifying any specific needs of participants
organising accommodation and transport
organising appropriate communication technology
organising catering
organising a minute taker
preparing relevant documentation for participants
scheduling date and time for the meeting
Meeting papers may include:
agenda
chairperson's report
correspondence
draft documentation
financial reports
itemised meeting papers
notice of meeting
previous minutes
research reports
Designated time lines may include:
contractual obligations
formal timeframe set by the organisation
informal timeframe set by the administrative organiser
project time lines
statutory requirements (e.g. for annual general meetings)
timeframe decided by participants
Conventions may include:
casting vote for chairperson
conflict of interest provisions
consensus required
informal discussion
majority of members to agree
moving and seconding formal motions
quorum requirements
restricting discussion to agenda items
speaking through the chairperson
time limit on speakers
waiting to be recognised by the chairperson
voting procedures
Legal and ethical requirements may include:
codes of practice
legislation relating to companies and associations
requirements for public meetings
Resolution may include:
agreeing on a course of action
deferring decisions to another meeting
Storage of minutes and other documentation may include:
authorised access
electronic storage in folders, sub-folders, disk drives, CD-ROM, USBs, tape or server back-up
file names according to organisational procedure
file names which are easily identifiable in relation to the content
file and folder names which identify the operator, author, section, date
filing locations
organisational policy for backing up files
organisational policy for filing hard copies of documents
security
Minutes may include:
meeting details (e.g. title, date, time, location)
action items
agenda items
apologies and attendees
approval of the record of previous minutes
correspondence
date of the next meeting
formatting from previous minutes
lists rather than complete sentences
matters arising from the previous meetings
names of absent and attending participants
organisation templates
other business
reports
welcome
EVIDENCE GUIDE
The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.
Overview of assessment
Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the following is essential:
applying conventions and procedures for formal and informal meetings
chairing meetings in relation to agreed agendas.
Context of and specific resources for assessment
Assessment must ensure:
access to reference material in regard to meeting venues, catering, transport suppliers
access to names and contacts for meeting participants
access to office supplies and equipment
access to computers and relevant software.
Method of assessment
A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:
analysis of responses to case studies and scenarios
demonstration of techniques
direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate
review of minutes, agendas and other communication
review of testimony from team members, colleagues, supervisors or managers.
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
other general administration units.
The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.
Overview of assessment
Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the following is essential:
applying conventions and procedures for formal and informal meetings
chairing meetings in relation to agreed agendas.
Context of and specific resources for assessment
Assessment must ensure:
access to reference material in regard to meeting venues, catering, transport suppliers
access to names and contacts for meeting participants
access to office supplies and equipment
access to computers and relevant software.
Method of assessment
A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:
analysis of responses to case studies and scenarios
demonstration of techniques
direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate
review of minutes, agendas and other communication
review of testimony from team members, colleagues, supervisors or managers.
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
other general administration units.
Replaces
| State Code | National Code | Title | Type |
|---|---|---|---|
| C3677 | BSBADM502A | Manage meetings | Unit of competency |
Replaced By
| State Code | National Code | Title | Type |
|---|---|---|---|
| AUH54 | BSBADM502 | Manage meetings | Unit of competency |