Course Curriculum

  • 1

    Test Your Knowledge

    • Test Your Knowledge
  • 2

    Handouts

    • Reading Materials
  • 3

    MODULE OVERVIEW

    • MODULE OVERVIEW
  • 4

    Introduction to Tools and Techniques

    • Introduction
  • 5

    SECTION REVIEW: Introduction to Tools and Techniques

    • SECTION REVIEW: Introduction to Tools and Techniques
  • 6

    Step 1: Break the Ice

    • Break the Ice
  • 7

    SECTION REVIEW: Break the Ice

    • SECTION REVIEW: Break the Ice
  • 8

    Step 2: Specify the Purpose

    • Specify the Purpose
  • 9

    SECTION REVIEW - Specify the Purpose

    • SECTION REVIEW: Specify the Purpose
  • 10

    Step 3: Explore

    • Managing the Flow of Discussion

    • Accentuate Presence

    • Brainstorming

    • Subgroups and Analysis

    • Building Agreements

    • Handling Conflicts
  • 11

    SECTION REVIEW: Explore

    • SECTION REVIEW: Explore
  • 12

    Step 4: Organize

    • Organize
  • 13

    SECTION REVIEW: Organize

    • SECTION REVIEW: Organize
  • 14

    Step 5: Conclude

    • Conclude
  • 15

    SECTION REVIEW: Conclude

    • SECTION REVIEW: Conclude
  • 16

    EXERCISES: How to Facilitate Effective Meetings - Lesson 2

    • EXERCISES: How to Facilitate Effective Meetings - Lesson 2
  • 17

    CASE STUDY: How to Facilitate Effective Meetings - Lesson 2

    • CASE STUDY: How to Facilitate Effective Meetings - Lesson 2
  • 18

    Summary and Key Points

    • Summary and Key Points
  • 19

    Quiz

    • Conducting Facilitative Meeting - Lesson 2 Quiz

Instructor

Aileen Lumpay

Aileen Lumpay is a seasoned banking professional with over a decade of leadership experience in finance, lending, and strategic operations. She has played a pivotal role in optimizing processes, and ensuring sound financial decision-making. With a strong background in risk assessment, operational efficiency, and business development, she brings a results-driven approach to banking and financial management.

Text & media

PROGRAM TITLE: Competence Area B: Conducting Facilitative Meetings – Lesson 2

 

PROGRAM DESCRIPTION:  This course provides an in-depth understanding of the meeting itself and looks at various tools and techniques that can be employed to make meetings more productive and successful 

 

PROGRAM OBJECTIVES/LEARNING OUTCOMES: Discuss the five steps in an effectively structured facilitative meeting, look into the considerations for choosing the tools to use in structuring a facilitative meeting, provide in depth study of the tools and techniques for each step in an effectively structured facilitative meeting.

 

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

2 minutes

Lecture and downloadable presentation handouts

Quiz (75% passing rate)

Discuss the five steps in an effectively structured meeting.

 

Participant should become familiarized with the five steps in an effectively structured meeting.

 

Five steps in an effectively structured facilitative meeting: Break the ice, Specify the purpose, Explore, Organize, and Conclude.

3 minutes

Lecture and downloadable presentation handouts 

Quiz (75% passing rate)

Reinforce the facts and principles covered in the lesson.

Participant should be able to recapture and retain in memory the concepts discussed.

Section Review: Introduction to Tools and Techniques

5 minutes

Lecture and downloadable presentation handouts

Quiz (75% passing rate)

Discuss the tools and techniques for “breaking the ice” in a meeting.

Participant should learn the tools and techniques for “breaking the ice” and be able to evaluate which ones to use in different meeting situations.

Tools and techniques to “Break the Ice” in a meeting

3 minutes

Lecture and downloadable presentation handouts 

Quiz (75% passing rate)

Reinforce the facts and principles covered in the lesson.

Participant should be able to recapture and retain in memory the concepts discussed.

Section Review: Break the Ice

5 minutes

Lecture and downloadable presentation handouts

Quiz (75% passing rate)

Discuss the tools and techniques to “specify the purpose” in a meeting.

Participant should learn the tools and techniques for “specifying the purpose” and be able to evaluate which ones to use in different meeting situations.

Tools and techniques to “Specify the Purpose” in a meeting

2 minutes

Lecture and downloadable presentation handouts 

Quiz (75% passing rate)

Reinforce the facts and principles covered in the lesson.

Participant should be able to recapture and retain in memory the concepts discussed.

Section Review: Specify the Purpose

5 minutes

Lecture and downloadable presentation handouts

Quiz (75% passing rate)

Discuss the tools and techniques to “explore” in a meeting.

Participant should learn the tools and techniques for “exploring” and be able to evaluate which ones to use in different meeting situations.

Tools and techniques to “Explore” in a meeting

20 minutes

Lecture and downloadable presentation handouts 

Quiz (75% passing rate)

Reinforce the facts and principles covered in the lesson.

Participant should be able to recapture and retain in memory the concepts discussed.

Section Review: Explore

5 minutes

Lecture and downloadable presentation handouts

Quiz (75% passing rate)

Discuss the tools and techniques to “organize” in a meeting.

Participant should learn the tools and techniques for “organizing” and be able to evaluate which ones to use in different meeting situations.

Tools and techniques to “Organize” in a meeting

3 minutes

Lecture and downloadable presentation handouts 

Quiz (75% passing rate)

Reinforce the facts and principles covered in the lesson.

Participant should be able to recapture and retain in memory the concepts discussed.

Section Review: Organize

5 minutes

Lecture and downloadable presentation handouts

Quiz (75% passing rate)

Discuss the tools and techniques to “conclude” in a meeting.

Participant should learn the tools and techniques for “concluding” and be able to evaluate which ones to use in different meeting situations.

Tools and techniques to “Conclude” in a meeting

2 minutes

Lecture and downloadable presentation handouts 

Quiz (75% passing rate)

Reinforce the facts and principles covered in the lesson.

Participant should be able to recapture and retain in memory the concepts discussed.

Section Review: Conclude

5 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)

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 items discussed

Reinforce facts and principles covered in the lesson

Reading Materials

15 minutes

Reference Materials

Quiz (75% passing rate)

Gain mastery of the principles and applications 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

 

 

 124 minutes