Planning & Managing Effective Meetings
Learn how to plan meetings with purpose, lead with confidence,
and make every meeting a valuable use of time while maximizing productivity.
Target Audience
Anyone who is required to plan, lead and manage logistics for meetings. For more in-depth meeting management that may require objective facilitation, please consider our Facilitation Techniques program.
With so much time spent in meetings during the average year, increasing the impact of time spent together is a worthwhile investment. This program focuses on 2 critical skills: planning and running the meeting to ensure objectives are met. From clarifying the intent of the meeting and selecting the right approach to building and guiding attendees through a well-crafted agenda, this program will increase participant confidence while boosting the overall meeting productivity within your organization. This training also highlights the essential differences for both online virtual meetings and in-person meetings, providing insights to ensure maximum effectiveness across various situations and types of meetings.
We all learn differently. At the core, Boreala Management’s design is inclusive and considers a whole host of participant needs and preferences to ensure a psychologically safe and optimal learning environment. We incorporate activities for experiential learning, inquiry exercises for reflection, guidelines for conceptualization, and simple tools (handouts) for applying the content in the workplace.
- Key aspects for running seamless and effective online and in-person meetings
- The different types of meetings and ways to keep them focused and on track
- Tips and tricks to spark engagement and boost meeting productivity
- A practical checklist to ensure success before, during, and after every meeting
DESGIN GUIDANCE PRINCIPLES
We all learn differently. At the core, Boreala Management’s design is inclusive and considers a whole host of participant needs and preferences to ensure a psychologically safe and optimal learning environment. We incorporate activities for experiential learning, inquiry exercises for reflection, guidelines for conceptualization, and simple tools (handouts) for applying the content in the workplace.
OBJECTIVES
- Key aspects for running seamless and effective online and in-person meetings
- The different types of meetings and ways to keep them focused and on track
- Tips and tricks to spark engagement and boost meeting productivity
- A practical checklist to ensure success before, during, and after every meeting
Learning Pathway
Roles, Attitudes and Contributions
- Introductions, challenges and outcomes.
- Importance of the client relationship
- Contributing to a positive client-focused culture
- Attitudes and how they influence our ability to gain trust and loyalty
Communicating to Build Rapport & Trust
- Deepen virtual and email rapport and trust through listening which will include:
- Empathy
- Demonstrating Respect
- Identifying Cues
- De-escalating
- Tips for effective communication
Problem-Solving through Challenges
- Explore problem-solving approaches to overcome customer issues and barriers
- Practice an assertive approach to saying ‘no’ in a constructive way
- 3 step process
Plan & Commit
- Identify your role in contributing to a positive team dynamic and an excellent customer experience
- Explore how both to encourage accountability and also provide support to your team members
- Plan and commit to actions
NOTE: This training has been designed for approximately 8-10 participants. Any changes to this (i.e. mixed level audience, more people or shorter training days) may require modifications to ensure an optimal learning experience
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