Suggest criteria for determining if a meeting is the most efficient and effective vehicle for achieving a goal.
Share best practices for handling background material and perfunctory information outside of meeting time.
Offer ideas for making pre-work completion easier.
Provide participants with a template for prioritizing topics, determining decisions and deliverables, and capturing notes and future commitments.
Recommend best practices for calendaring.
While well-designed meetings can increase collaboration and engagement, a poorly structured session puts an unnecessary burden on those attending. Unclear agendas, underprepared participants, and unproductive discussion demotivate, deflate, and move people toward disengagement. This course focuses on best practices for avoiding those problems by planning more effective and efficient meetings.
Identify the benefits and drawbacks of meeting in person.
Define the purpose of a meeting and outline its goal in a short sentence.
Determine whether a meeting is the best vehicle for achieving the goal.
Identify meeting content, outcomes, and pre-work.
Create a meaningful agenda.
Invite people purposefully.
Think before saying “yes” to a meeting.
Get the most from Outlook’s meeting scheduling function.
Two Sides: The Benefits and Drawbacks of Meeting
The Question: To Meet or Not to Meet?
Planet Reality: What Reasonable People Can Accomplish
The Right People: Who to Include
Before You Say Yes: What to Ask
Rinse and Repeat: Outlook Hacks
By the conclusion of this session, participants should have tools they can use to make better use of people’s time by designing more effective and efficient meetings.
Questions This Page Answers About Web-Based Meeting Design Skills Training
Our meetings are terrible. There are too many of them, they rarely have an agenda, and we waste time on tangents. Who can help our team?
My team needs to spend more time collaborating and less time on info dumps when we meet. How can we escape this cycle?
Where can I find a course to help me design more effective and efficient meetings?
“My director just called me and said whatever discussions you and Stefanie had made this training focused, interesting, fun, and valuable – she’s already getting additional feedback on the team (they love the interactivity). She already wants me to work with you and Chris on something else. And she’s not an easy push….so thank you, thank you!”
Leo S., Training and Development, HHS
“This course provided everything you would need to hold a successful chat.”
Chat Webinar Participant, Port Authority of Allegheny County
“Yesterday’s workshop was both thoroughly enjoyable and tremendously beneficial. From all accounts, it was a productive, engaging, and substantive experience from which participants were able to glean significant professional insights and lessons for best practices in their field.”
Hugh H., Director of Program Development, Friends of Crown Heights Educational Centers Inc.
“I wanted to thank you again for the chat training. This was essential to our new chat initiative moving forward, and we hope to see some substantial increases in our customer satisfaction scores in the upcoming new year.”
Brad B., IT Manager, Major US Bank’s IT Service Desk Manager
“Thank you. This was the first course I’ve had virtually that truly maxed the technology to solicit audience participation. Thanks for teaching by doing!”
Training Participant, National Academies of Science, Engineering, and Medicine
“I have never attended D&I training before and didn’t know what to expect. This exceeded my expectations. It wasn’t boring. It was timely and relevant. D&I can be a sensitive topic with some and I felt like the approach here brought people along with being judgmental or condemning anyone.”
Training Participant, ICBA
“Charles’ presentation style is so engaging that I felt like he was speaking to me! Thanks for making what could be a dry topic a fun session!”
Training Participant, Data Driven Storytelling (Virtual)
“Our customer service manager of 21 years stated that this training was the best and the most relevant class she attended in her career.”
Simon B., R.E. Carroll Inc.
ONLINE INSTRUCTOR-LED MEETING DESIGN SKILLS TRAINING
COURSE . WEBINAR . PROGRAM