Managing Effective Meetings: Face-to-Face and Virtual

learning objectives:

• Demonstrate effective management of the three phases of a meeting.
• Create an action-focused agenda.
• Ensure that all meeting members participate.
• Close and follow through on actions.
• Apply best practices and tools for facilitation.

Module 1: Introduction

• Objectives
• Ineffective Meetings
• Goals, Roles, Process
• Agenda and Ground Rules
• Cost of Meetings
• Types of Meetings
• Qualities of Effective Meetings
• Exercise: Mini Meeting
• Roles
• Team Requirements
• Patterns and Themes
• Four Foundation Tools
• Company Culture
• How to Make Meetings Work

Module 2: The Three Phases of a Meeting

• Phase 1: Preparing for the Meeting
• Identify the Purpose
• Prepare
• Develop and Distribute an Agenda
• Phase 2: Facilitating the Meeting
• Beginning
• Reinforcing Ground Rules
• Closing the Meeting
• Phase 3: After the Meeting
• Following Up
• Meeting Best Practices

Module 3: Facilitation Skills and Processes

• Seven Sins of Deadly Meetings
• Meeting Roles
• Remote Meetings
• Death by Meeting
• Keeping Participants Engaged
• Decision Making
• Problem Solving
• Managing Conflict

Module 4: More Techniques and Tools

• Facilitation Skills and Behaviors
• Dreaded Behaviors and How to Overcome Them
• Exercise: Dreaded Behaviors
• Emotional Intelligence
• Prevention Techniques
• Intervention Techniques
• Meeting Challenges
• Exercise: Situation – Outcome – Solution
• Action Plan
• Meeting Evaluation Template

Module 5: Meeting Toolbox

• Context, Skills, and People
• Face-to-Face Meetings
• Videoconference
• Facilitation Skills
• Getting Group Participation
• Prevention and Intervention Techniques
• Suggested Reading