www.sirc.ca/governance meeting management and facilitation tools + tips for productive meetings

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www.sirc.ca/governance Meeting Management and Facilitation Tools + Tips for Productive Meetings

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Page 1: Www.sirc.ca/governance Meeting Management and Facilitation Tools + Tips for Productive Meetings

www.sirc.ca/governance

Meeting Management and FacilitationTools + Tips for Productive Meetings

Page 2: Www.sirc.ca/governance Meeting Management and Facilitation Tools + Tips for Productive Meetings

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1. MeetingPreparation

2. Facilitation Tips

3. Process Tools +

Methods

4. Conference

Calls

Meeting Management

Page 3: Www.sirc.ca/governance Meeting Management and Facilitation Tools + Tips for Productive Meetings

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Meeting Preparation

1. MeetingPreparation

2. Facilitation

Tips

3. Process Tools +

Methods

4. Conference

Calls

Page 4: Www.sirc.ca/governance Meeting Management and Facilitation Tools + Tips for Productive Meetings

www.sirc.ca/governance

Meeting Preparation

Effective Preparation

Develop the Agenda

Engage Participants

Design the Meeting

Page 5: Www.sirc.ca/governance Meeting Management and Facilitation Tools + Tips for Productive Meetings

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Develop the Agenda

Effective Preparation

Develop the Agenda

Engage Participants

Design the Meeting

Page 6: Www.sirc.ca/governance Meeting Management and Facilitation Tools + Tips for Productive Meetings

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Define the Objectives• List objectives on the agenda• Do participants have the

information/authority to make a decision?• Start objectives with a verb:

o Discuss the implications of the evaluationo Identify steps to move forwardo Finalize the budget

Page 7: Www.sirc.ca/governance Meeting Management and Facilitation Tools + Tips for Productive Meetings

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Develop the Agenda• Meeting logistics (venue, timing, call in #, etc.)• Objectives, Participants, Background Reading• Define timeframes • List speaker names• Provide details for agenda items• Identify “required outcomes”

Page 8: Www.sirc.ca/governance Meeting Management and Facilitation Tools + Tips for Productive Meetings

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Page 9: Www.sirc.ca/governance Meeting Management and Facilitation Tools + Tips for Productive Meetings

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Engage Participants

Effective Preparation

Develop the Agenda

Engage Participants

Design the Meeting

Page 10: Www.sirc.ca/governance Meeting Management and Facilitation Tools + Tips for Productive Meetings

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Engage Participants• What pre-meeting information is needed?• Pre-meeting reflection questions?• Pre-meeting interviews?• Will participants present updates?

Page 11: Www.sirc.ca/governance Meeting Management and Facilitation Tools + Tips for Productive Meetings

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Design the Meeting

Effective Preparation

Develop the Agenda

Engage Participants

Design the Meeting

Page 12: Www.sirc.ca/governance Meeting Management and Facilitation Tools + Tips for Productive Meetings

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Design the Meeting• List audio visual, room set-up, supplies, etc.• Specifics for each agenda item – Exact Timing– Process for discussion– Outcome required– Method for tracking input

Page 13: Www.sirc.ca/governance Meeting Management and Facilitation Tools + Tips for Productive Meetings

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Questions

1. MeetingPreparation

2. Facilitation

Tips

3. Process Tools +

Methods

4. Conference

Calls

Page 14: Www.sirc.ca/governance Meeting Management and Facilitation Tools + Tips for Productive Meetings

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Facilitation Tips

1. MeetingPreparation

2. Facilitation Tips

3. Process Tools +

Methods

4. Conference Calls

Page 15: Www.sirc.ca/governance Meeting Management and Facilitation Tools + Tips for Productive Meetings

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Facilitation Tips

Effective Facilitation

Introverts + Extroverts

Group Norms Convergent

+ Divergent Thinking

Page 16: Www.sirc.ca/governance Meeting Management and Facilitation Tools + Tips for Productive Meetings

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Introverts + Extroverts

Effective Facilitation

Introverts + Extroverts

Group Norms Convergent

+ Divergent Thinking

Page 17: Www.sirc.ca/governance Meeting Management and Facilitation Tools + Tips for Productive Meetings

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Introverts + Extroverts

Introverts Extroverts- Pre reading - structure- Small Group Discussions- Self Reflection time- Advanced Seating- Scribes/Facilitators- Unstructured down time

- Opportunities to present- Hands on activities- Brainstorming, rapid tasks- Ask questions and check in- Change up seating plans - Colours, manipulatables

Page 18: Www.sirc.ca/governance Meeting Management and Facilitation Tools + Tips for Productive Meetings

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Group Norms

Effective Facilitation

Introverts + Extroverts

Group Norms Convergent + Divergent

Thinking

Page 19: Www.sirc.ca/governance Meeting Management and Facilitation Tools + Tips for Productive Meetings

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Group Norms• Technical Etiquette• Be mindful of time• Share the floor

Page 20: Www.sirc.ca/governance Meeting Management and Facilitation Tools + Tips for Productive Meetings

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Convergent + Divergent Thinking

Effective Facilitation

Introverts +

Extroverts

Group Norms

Convergent + Divergent Thinking

Page 21: Www.sirc.ca/governance Meeting Management and Facilitation Tools + Tips for Productive Meetings

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Dynamics of Group Decision Making

Page 22: Www.sirc.ca/governance Meeting Management and Facilitation Tools + Tips for Productive Meetings

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Questions

1. MeetingPreparation

2. Facilitation Tips

3. Process Tools +

Methods

4. Conference Calls

Page 23: Www.sirc.ca/governance Meeting Management and Facilitation Tools + Tips for Productive Meetings

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Process Tools + Methods

1. MeetingPreparation

2. Facilitation Tips

3. Process Tools + Methods

4. Conference Calls

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Process Tools + Methods

Methods

Wandering Flip Charts

World Cafe

Interview Matrix

Page 25: Www.sirc.ca/governance Meeting Management and Facilitation Tools + Tips for Productive Meetings

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Wandering Flip Charts

Methods

Wandering Flip Charts

World Cafe

Interview Matrix

Page 26: Www.sirc.ca/governance Meeting Management and Facilitation Tools + Tips for Productive Meetings

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Vision• What do you like?

• Suggestions to improve

Philosophy• What do you like?

• Suggestions to improve

Principles• What do you like?

• Suggestions to improve

Model• What do you like?

• Suggestions to improve

Wandering Flip Charts - Example

Page 27: Www.sirc.ca/governance Meeting Management and Facilitation Tools + Tips for Productive Meetings

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Page 28: Www.sirc.ca/governance Meeting Management and Facilitation Tools + Tips for Productive Meetings

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World Cafe

Methods

Wandering Flip Charts

World Cafe

Interview Matrix

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Interview Matrix

Methods

Wandering Flip Charts

World CafeInterview

Matrix

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1 + 2

3 + 4

Round 1

1 + 3

2 + 4

Round 2

1 + 4

2 + 3

Round 3

Interview Matrix – Sample Format

Page 32: Www.sirc.ca/governance Meeting Management and Facilitation Tools + Tips for Productive Meetings

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Questions

1. MeetingPreparation

2. Facilitation Tips

3. Process Tools + Methods

4. Conference Calls

Page 33: Www.sirc.ca/governance Meeting Management and Facilitation Tools + Tips for Productive Meetings

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Conference Calls

1. MeetingPreparation

2. Facilitation Tips

3. Process Tools +

Methods 4. Conference Calls

Page 34: Www.sirc.ca/governance Meeting Management and Facilitation Tools + Tips for Productive Meetings

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Effective Conference Calls

Effective Calls

Be Prepared

Engage Participants

Page 35: Www.sirc.ca/governance Meeting Management and Facilitation Tools + Tips for Productive Meetings

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Be Prepared

Effective Calls

Be Prepared Engage Participants

Page 36: Www.sirc.ca/governance Meeting Management and Facilitation Tools + Tips for Productive Meetings

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Be Prepared• Use technology available• Test the equipment• Dial in early• Publish time zone information• Be animated• Add “ground rules” as required• Be succinct

Page 37: Www.sirc.ca/governance Meeting Management and Facilitation Tools + Tips for Productive Meetings

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Engage Participants

Effective Calls

Be Prepared

Engage Participants

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Engage Participants• Start with a role call• Announce that you’ll track input• Check in with all participants regularly• Use people’s names

Page 39: Www.sirc.ca/governance Meeting Management and Facilitation Tools + Tips for Productive Meetings

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Questions

1. MeetingPreparation

2. Facilitation Tips

3. Process Tools +

Methods 4. Conference Calls

Page 40: Www.sirc.ca/governance Meeting Management and Facilitation Tools + Tips for Productive Meetings

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Thank youNora Sheffe

www.sirc.ca/[email protected]

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Next webinarsMay 29th (English)June 5th (French)Canada Not-for-profit Corporations ActRachel Corbett, Sport Law & Strategy Group

June 27th

Board EvaluationJudy Sutcliffe, The Sutcliffe Group Incorporated