How to Facilitate Effective Meetings

Conducting Facilitative Meetings - Lesson 1

Meetings are an integral and regular part of the day-to-day activities in any business or company. They are so commonplace that we give it little thought, and we tend to take for granted how they are conducted. Learn how your meetings can actually produce results. In this course, we look into the facilitative method, the different meeting roles, as well as the planning, structuring and reports packaging involved in effective meetings. This course is also loaded with downloadable reports, worksheets and checklists you can use for conducting facilitative meetings.

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Course Curriculum

1

Test Your Knowledge
- Test Your Knowledge
2

HANDOUTS
- Reading Materials: Conducting Facilitative Meetings - Lesson 1
3

MODULE OVERVIEW
- Introduction and Outline
4

The Basics of Facilitation
- Introduction
- The Meaning of Facilitation
- Benefits of a Facilitative Mindset
- Benefits of Facilitative Meetings
5

SECTION REVIEW
- SECTION REVIEW: The Basics of Facilitation
6

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)
7

EXERCISES: How to Facilitate Effective Meetings - Lesson 1
- EXERCISES: How to Facilitate Effective Meetings - Lesson 1
8

Second Component: Mission
- The Second Component: Mission
- Discussion on Rationale
- Discussion on Results
9

Third Component: Means
- The Third Component: Means
- First Aspect: Planning
- 1:1 Ratio in Planning
- Logistics - Location and Room Set-up
- Logistics - Materials
- Preparing the Agenda
- Second Aspect: Facilitating
- Third Aspect: Follow-up
10

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
11

Structuring a Facilitative Meeting
- Structuring a Facilitative Meeting
12

Worksheets (Reading and Practice Time: 10 minutes)
- Preparation of Planning and Agenda Worksheets
- Downloadable Facilitation Worksheets
13

CASE STUDY: How to Facilitate Effective Meetings - Lesson 1
- CASE STUDY: How to Facilitate Effective Meetings - Lesson 1
14

KEY POINTS
- Key Points
15

Quiz
- Facilitate Effective Meetings 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.

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.	4 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.	2 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