Meetings That Get Things Done

At the end of the skill class the participant will be able to:

  • Know when to have a meeting
  • Understand different types of meetings
  • Know the ramifications of leading poorly planned meetings
  • Understand how the electronic world has changed meeting management
  • Know what needs to be done prior to the meeting (planning, agenda, announcement, etc.)
  • Know how to lead the meeting and how to keep  control during the meeting
  • Handle conflict in a meeting
  • End the meeting like a professional – what to do with unfinished business
  • Follow up after a meeting (sending meeting notes, review delegated task, unfinished business, etc.)
  • Use the involvement tree to know who should be included in the meeting and what role they will take in the outcome


Class Structure

PPT  3 hours


  • Reference Book
  • Workbook
  • Possible laminated job aid?
  • Tent card
  • Pen
  • 5 part Involvement case books

Knowing when to have a meeting

  • Why meet? Are you just communicating info or do you need others ideas
  • Are there other ways to exchange the information
  • Do you need others to be together or can a one on one get the job done
  • Why leading a good meeting is extremely important to someone’s career

Types of meetings

  • What is the outcome expected
  • Will a discussion need to take place
  • Can a different type of meeting be just as effective

Meeting in the electronic world

  • How to run a multi-site meeting
  • What problems arise during an electronic meeting

Steps of planning, executing and following up for an excellent meeting

Meeting preparation

  • Establishing the meeting objective(s)
  • Planning the approach (single person, small group, entire team)
  • Developing an agenda
  • Identifying participants, roles and responsibilities
  • Planning logistics
  • Announcing the meeting
  • Sending the agenda
  • Confirming attendance

Conducting the meeting

  • Starting the meeting on the right tone  (explaining purpose for meeting, participants role, ground rules, agenda)
  • Leading the meeting
  • Speaking and listening effectively
  • Involving participants
  • Keeping your work visible – agenda, tasks
  • Planning next steps
  • Assigning / confirming responsibility for each task
  • Ending the meeting  (how to end  it on time)

Following up after the meeting

  • Distributing the meeting minutes
  • Checking progress on action steps
  • Identifying additional support needed to complete the action steps (review with task owners)
  • Deciding what to do with meeting objectives that could not be met
  • Acknowledging success
  • Documenting and distributing the results

How to handle conflict during a meeting

Class participants will learn how to use the Vroom-Yetton involvement decision tree to position the meeting and how others will be involved with the outcome of the meeting (make a decision alone, consulting an individual, bring a team together)

If you’re ready to create a class, simply Contact Us