Conducting Facilitative Meetings - Lesson 1

PROGRAM TITLE: Competence Area B: Conducting Facilitative Meetings – Lesson 1

 

PROGRAM DESCRIPTION: This course provides detailed instruction on how to structure and conduct facilitative meetings in the business setting.   It focuses on how to make meetings easier--regardless of a person’s role in the meeting--by using and directing the group’s energy to achieve the desired results

 

PROGRAM OBJECTIVES/LEARNING OUTCOMES: Learn the basics of facilitation: what facilitation means, the benefits of facilitative meetings and taking on a facilitative mindset, how to structure a facilitative meeting, the three essential components of facilitation, the specific roles in a meeting, the all-important planning stage before facilitating a meeting, how to make planning and agenda worksheets, and information management as applied to meeting facilitation.  

 

Specific Objectives of the Program

Learning Outcomes per Topic

Topics to Be Discussed / Resource Person1

Time Allotment for Each Topic

Teaching Methods and Aids Needed for Each Topic

Evaluation Method or Tools to Be Used 

Discuss the relevance and provide an introduction and overview of the course.

Participant should gain an overview and understand what to expect from the course.

Introduction and Overview

1 minute

Lecture and downloadable presentation handouts

Quiz (75% passing rate)

Discuss the basics and meaning of facilitation and a facilitative mindset.

 

Participant should gain a fundamental background on facilitation and appreciate the importance and benefits of having a facilitative mindset. 

Definition of facilitation and a facilitative mindset; benefits to a leader for taking on a facilitative mindset; benefits of facilitative meetings.

minutes

Lecture and downloadable presentation handouts

Quiz (75% passing rate)

 

Discuss the three essential components of facilitation; provide guidelines for each of the meeting roles 

 

Participant should understand the components of facilitation and how to act for the role of Facilitator, Leader, Recorder, and Participant in a meeting

 

 

 

Three essential components of facilitation; guidelines for each of the meeting roles; rationale and results as part of the meeting’s mission; planning, facilitation and follow-up as the three aspects of “Means” in meeting facilitation.

 

30 minutes

Lecture and downloadable presentation handouts

Quiz (75% passing rate)

Provide exercises to allow the participant to practice his understanding of the various meeting roles.

Participant should gain a hands-on experience and be able to apply his knowledge on the principles discussed.

Exercises

7 minutes

Lecture and downloadable presentation handouts

Quiz (75% passing rate)

Explain how information after a meeting can be packaged and how one can analyze meeting dynamics.

Participant should learn how to package information after a meeting and analyze meeting dynamics.

Packaging Meeting Information: The Meeting Report and Meeting Recommendation; Analyzing group dynamics, using a meeting sociogram

14 minutes

Lecture and downloadable presentation handouts

Quiz (75% passing rate)

Discuss the 5 key steps in effectively structuring meetings to ensure a successful outcome

Participant should learn how to effectively structure facilitative meetings

5 key steps in effectively structuring a facilitative meeting.

minutes

Lecture and downloadable presentation handouts

Quiz (75% passing rate)

Learn how to fill-up planning and agenda worksheets through actual application.

Actual application of principles on planning and building the agenda using facilitation worksheets.

Actual preparation of Planning and Agenda Worksheets

10

minutes

Lecture and downloadable presentation handouts

Quiz (75% passing rate)

Present a case study on meeting facilitation.

Participant should gain an appreciation of how a facilitative meeting operates through a case study.

Case study on a facilitative meeting

20 minutes

Lecture and downloadable presentation handouts

Quiz (75% passing rate)

Provide a distilled presentation of the important ideas discussed in the module.

Participant should gain an appreciation of the salient points covered in the module.

Key Points

2 minutes

Lecture and downloadable presentation handouts

Quiz (75% passing rate)

Recapture an overview of and retain in memory the principles of meeting facilitation

Reinforce facts and principles covered in the lesson

Reading Materials

15 minutes

Reference Materials

Quiz (75% passing rate)

Gain mastery of the principles and application of what was covered in the module

Master the facts and principles covered in the lesson

Short Quiz 

15 minutes

Q&A – multiple choice

Quiz (75% passing rate)

TOTAL

 

 

120 minutes

 

 

Course Curriculum

  • 1

    HANDOUTS

    • Reading Materials: Conducting Facilitative Meetings - Lesson 1

  • 2

    MODULE OVERVIEW

    • Introduction and Outline

  • 3

    The Basics of Facilitation

    • Introduction

    • The Meaning of Facilitation

    • Benefits of a Facilitative Mindset

    • Benefits of Facilitative Meetings

  • 4

    First Component: Member

    • Three Essential Components of Facilitation

    • The First Component: Member

    • Common Traits of Facilitative People

    • Checklist: Guidelines and Tips for Meeting Roles (Reading Time: 8 minutes)

  • 5

    EXERCISES: How to Facilitate Effective Meetings - Lesson 1

    • EXERCISES: How to Facilitate Effective Meetings - Lesson 1

  • 6

    Second Component: Mission

    • The Second Component: Mission

    • Discussion on Rationale

    • Discussion on Results

  • 7

    Third Component: Means

    • The Third Component: Means

    • First Aspect: Planning

    • 1:1 Ratio in Planning

    • Logistics - Location and Room Set-up

    • Logistics - Material and Agenda

    • Final Reminder on Planning

    • Second Aspect: Facilitating

    • Third Aspect: Follow-up

  • 8

    Packaging Information

    • Packaging Information - Meeting Report

    • Meeting Report Sample (Reading Time: 5 minutes)

    • Packaging Information - Meeting Recommendation

    • Meeting Recommendation Sample (Reading Time: 5 minutes)

    • Sociogram Sample

  • 9

    Structuring a Facilitative Meeting

    • Structuring a Facilitative Meeting

  • 10

    Worksheets (Reading and Practice Time: 10 minutes)

    • Preparation of Planning and Agenda Worksheets

    • Downloadable Facilitation Worksheets

  • 11

    CASE STUDY: How to Facilitate Effective Meetings - Lesson 1

    • CASE STUDY: How to Facilitate Effective Meetings - Lesson 1

  • 12

    KEY POINTS

    • Key Points

  • 13

    Quiz

    • Facilitate Effective Meetings Quiz

  • 14

    Evaluation Form

    • Evaluation Form and Attendance Sheet (as required under PRC Resolution no. 1244 Series of 2020)

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