Overview
Master the tools and techniques for planning, leading, and following through on effective meetings. Learn strategies for both in-person and virtual collaboration.
Syllabus
Module 1: Convening a Meeting and Setting Ground Rules
- Identify the value of self-introductions and welcoming participants
- Understand the roles of leader, recorder, and timekeeper in meetings
- Establish meeting ground rules for participation and decorum
- Practice conducting mock meetings to simulate real workplace scenarios
Module 2: Defining the Purpose of a Meeting
- Define what constitutes a meeting and distinguish appropriate purposes
- Evaluate when a meeting is necessary vs. alternative methods (email, memos)
- Identify causes of ineffective meetings and how to avoid them
- Craft clear meeting objectives and desired outcomes
Module 3: Preparing for a Meeting
- Develop agendas with time blocks, topic leads, and outcomes
- Select and prepare meeting logistics, attendees, and materials
- Assign and define key roles including recorder and timekeeper
- Create templates and tools for productive meeting planning
Module 4: Facilitating a Meeting
- Manage group dynamics and encourage inclusive participation
- Use decision-making tools including consensus and voting techniques
- Apply strategies to handle common disruptions and difficult personalities
- Refine questioning, summarizing, and redirecting skills
Module 5: Following Through After a Meeting
- Document meeting decisions, action items, and next steps
- Establish accountability through clear assignments and deadlines
- Distribute concise, actionable meeting notes efficiently
- Conduct personal and team evaluations of meeting effectiveness
Module 6: Conducting Effective Virtual Meetings
- Adapt in-person strategies for virtual settings with confidence
- Plan for technology, engagement tools, and time zone logistics
- Encourage participation through structured check-ins and polls
- Troubleshoot challenges unique to remote environments
Taught by
Alan Zucker, Amy Sareeram, Cindy Morgan-Jaffe, Dr. Le'Angela Ingram, Michele Proctor, Natalya H. Bah, Heather Murphy Capps, Doris McMillon, Bascom Destrehan “Dit” Talley, and Marshall Scantlin