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Meeting Management & Facilitation

Meetings are the steps we take together to complete our projects, improve our processes and set our directions. Meetings contain our shared understandings and our agreements. Collaboration, Facilitation, Role Identification, Note Taking, Agenda Setting and Room Arrangement are a few of the tools and methods of meeting management.

Our Products and Tools :

Sample Meeting Agenda: Download this complimentary tool. It will provide assistance for time management, goal setting, process and role clarification.

Thinking, Speaking and Acting Like a Facilitator: Download this complimentary tool. It's a tip sheet of Words and Phrases to use in your meetings.


Meetings That Work is a practical how-to guide full of step by step instructions, tools and practice exercises.
Part One focuses on the process of running an effective meeting. Part Two describes the underlying principles of facilita- tion and meeting management. Part Three focuses on the core personal skills needed to facilitate. It is a meditation on what it takes to be present and focused in order to serve others and facilitate a needed shift or change. If practiced, it will prove invaluable to anyone working collaboratively on projects and change initiatives to meet company goals. Meetings That Work is useful for experienced facilitators or project managers as well as for those who have less experience and need a framework to work within.

Meetings that Work, Part One: Process and Tools: By the end of Part One of this How-To Guide and with some practice you will understand the process of managing a meeting from start to finish and you will have a set of tools to use in a wide variety of meeting situations. Above all, you will feel more confident in your ability to manage a project successfully. Click here for a product description.

Meetings that Work, Part Two: Principles of Facilitation: Every meeting needs a set of Desired Outcomes or goals for the meeting. In addition, every meeting needs an Agenda that serves as a road map to reach the Desired Outcomes. Clearly stated goals and well planned agendas will vastly improve your meetings. If you need assistance in creating your Desired Outcomes and meeting Agenda, refer to our Guide on Meeting Process. The Principles you use to create the agenda and facilitate your meetings are also critical to the success of your meetings. This Guide covers those underling principles of facilitation and meeting management. Click here for a product description.

Meetings that Work, Part Three: The Facilitator: By the end of Part Three and with experience and practical application of the material, you will have a working knowledge of the attitudes and actions of a skillful facilitator. You will be sensitized to some of the ethical pitfalls of facilitation. Above all, you will feel more confident in your ability to facilitate a meeting or change initiative successfully. Click here for a product description.

Unconventional Meetings, harnessing informal interactions between formal meetings: In this How-To Guide Supplement, we will apply what we have learned thus far about meeting management and facilitation to unconventional meetings – those that happen informally, spontaneously,
in alternative settings, or are enabled by technology. Download this complimentary tool.

Challenges in Facilitation, strategic situations, difficult people and conflict resolution: This Supplement is divided into two parts. In the first part, Strategic Situations, we will be talking about what to do when the dynamics of the meeting shift, in moments of uncertainty or when something unexpected happens. In the second part, Difficult People and Conflict Resolution, we’ll focus on a particular type of strategic situation that pertains to people and the difficult ways they sometimes behave both individually and interpersonally. We will explore appropriate attitudes and possible responses to conflict. Download this complimentary tool.