This document provides an overview of a training module on designing and facilitating effective meetings. The module discusses important considerations for meetings such as determining the purpose and desired outcomes, inviting the right participants, creating an agenda, establishing guidelines, assigning roles, and following up after the meeting. Tips are provided for both in-person and virtual meetings, such as keeping people engaged through the facilitator, addressing technology issues, and having a plan to deal with them. The homework involves reading additional resources on running productive meetings and designing and facilitating a practice meeting.

1. Networked Leadership Development and Practical Skills for Emerging Leaders
Module 5: Facilitating and Managing Groups of People
How To Design and Facilitate Effective Meetings
October 6, 2015
Beth Kanter, Instructor

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5. Networked Leadership Development and Practical Skills for Emerging Leaders
Module 5: Facilitating and Managing Groups of People
How To Design and Facilitate Effective Meetings
October 6, 2015
Beth Kanter, Instructor

7. The Team
Beth Kanter
The Playbook
Stephanie Rudat
Peer Learning Facilitators

8. • Be ready to do
the homework
• Review with
your mentor
• Connect w/
accountability
buddy
Topics OUTCOMES
• Ask questions in chat
• More discussion during
pods on 10/27!
• Continued discussion Facebook
Group
FRAMING
Agenda
Homework Share (5 minutes)
The Hook (10 minutes)
Designing and Facilitating
Effective Meetings (15 minutes)
Tips for Virtual/Online Meetings
(10 minutes)
Wrap Up/Homework
(5 minutes)
#netlead
http://networked-emerging-leaders.wikispaces.com/
Agenda: SMARTer Professional Networking

9. Homework Share: Module 4

10. Emotional Intelligence: Skill Sets
WHAT I SEE WHAT I DO
ME
SELF-AWARENESS SELFMANAGEMENT
OTHERS
SOCIAL
AWARENESS
RELATIONSHIP
MANAGEMENT
Module 1 & 3 Module 2
Module 4 Module 5
Page31-36

11. Learning Objective: How To Run A Good Meeting

12. The Hook …..

13. Think and Write
What makes a
meeting
productive and
valuable use of
your time?
Type your answer into the chat ….

14. Think and Write
What makes
a meeting a
complete
waste of your
time?
Type your answer into the chat ….

15. What are effective meetings?
Mutual Understanding Full Participation
Clear Outcomes Shared Ownership
Effective Meetings bring
people together
to figure out how to get
something done

16. The Basic Recipe for Designing An Effective Meeting

17. Do you really need a meeting in the first place?
Healthy and Productive Meetings
http://www.bethkanter.org/meetings-research/

18. Purpose, Outcome, Process
• Purpose – What is the purpose of the
meeting? Why is this important?
• Outcome – What do you hope to
achieve? What is the desired result
of this meeting?
• Process – Is a meeting the best way
to achieve this? And if so, what kind
of meeting? Who should be involved,
and what role will they play? A free-
for all brainstorm followed by a
prioritization? A divvying up of tasks?
A go-around where everyone shares
ideas?
Source: Rockwood Leadership Institute
8 Secrets to Productive Meetings
http://miriambarnard.com/8-secrets-better-productive-meetings-person-online/
Page 31

19. Invite the Right People and Keep It Small

20. Agenda: Use Your Meeting Time Efficiently

21. Respect People’s Time
• Limit amount of
meeting time
• Use scheduling tools to
find the best time to
meet
• Send reminders and
pre-reading materials

22. Establish and Reinforce Guidelines

23. Confirm and Assign Roles
• Timekeeper
• Recorder
• Facilitator

24. Meeting Anatomy
• POP
• AGENDA
• WHO
Plan
• GUIDELINES
• ROLES
Confirm • WARM UP
Hook
• DISCUSS
TOPIC
Combust
• MAKE
DECISIONS
Meaning
• NEXT
STEPS
Action
• DEADLINES
Follow Up
Inspired by Andrea
Kihlstedt

25. Avoid A Parade of Reports

26. Have A Great Meeting!
• Use your listening skills
• Keep running list of
decisions and action
items
• Stick to the agenda
• Everyone participates
• Summarize and assign
action steps at the end
• Thank people
• End on a high note

27. Begin and End on Time!
Source: David Gray

28. Get Your Notes Out Promptly!
Tip: Bullet point action notes!

29. Tips for Virtual Meetings
• Iron fist facilitation, especially
conference calls without an
online chat
• Assign a “bridge” moderator
for combined in-person and
online meetings
• Be prepared for tech glitches
and have a plan
• Keep people in engaged and
focused

30. Homework
Reading
8 Secrets for Productive Meetings
http://miriambarnard.com/8-secrets-better-productive-meetings-
person-online/
Tools for Running Effective Meetings
https://www.aamc.org/members/gfa/faculty_vitae/148582/team_mee
tings.html
Six Power Tips for Virtual Meetings
http://www.bethkanter.org/virtual-meetings/
Facilitating Virtual Meetings
http://www.bethkanter.org/meetings-sticky-notes/
Healthy and Productive Meetings
http://www.bethkanter.org/meetings-research/
Design and Facilitate A Meeting – Use the worksheet

31. Next Steps and Reminders
Coaching Pods
#1: October 27th at 1:00 pm PST
#2: October 27th at 1:30 pm PST
Learning Culmination: Nov. 17th
Check in with your mentor
Connect with your accountability buddy
Check the Facebook Group
Reach out with any questions!