Effective Meeting Management and Facilitation


This module will provide you with a simple and easy-to-follow process for improving the efficiency of meetings—tactical and strategic, in-person and virtual. The two-day workshop presents a simple model: Plan before, Lead during, and Follow up after. You will learn how to identify the most appropriate purpose, process, people, and performance critical to leading effective meetings while applying agile principles to manage and facilitate meetings effectively.

In this workshop, you will:

  1. Engage in fast-paced, skill-building exercises and practice the Plan, Lead, Follow up model in real-life examples
    • Plan Before: Use an Agenda Template to improve clarity of communication
    • Lead During: Agile facilitation techniques to manage behavior, keep meetings on track, and increase collaboration
    • Follow up After: Action planning to eliminate time wasters and increase results
  2. Receive a set of tools to improve cost, productivity, and time management: Agile Tips Jobaid, Agenda Template, Logistics Checklist, Evaluation Form, Action Tracker
  3. Commit to taking action appropriate to your role at work

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