Meeting Design and Facilitation
Leaders of organizations or Boards of Directors ask me to 
design and facilitate important meetings. This enables them to devote their attention to business matters and allow me to manage the agenda, discussion, crystallization of issues, and action planning.
3. Review findings with my client.
This might include a revision or expansion of the agenda. We agree on the flow of topics and finalize the agenda.
4. My guidelines for leading meetings.
During the meetings, I am committed to accomplishing the following objectives:
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DESIGNING AND LEADING MEETINGS
1. Establish Goals of the Meeting.
My client and I establish the intended outcome of the meeting. We discuss the issues facing the group and the people who will be attending the session.
2. Assessment Interviews with Meeting Attendees.
I make phone contact with those who will attend the meeting. These calls accomplish two goals:
- I gather information that might indicate a need to adjust the agenda and intended goals of the session.
- The conversations enable me to start establishing rapport with the group before the meeting.
3. Review findings with my client.
This might include a revision or expansion of the agenda. We agree on the flow of topics and finalize the agenda.
4. My guidelines for leading meetings.
During the meetings, I am committed to accomplishing the following objectives:
- Bring every agenda item up for discussion.
- If other issues emerge during the meeting, confer with my client to determine if an adjustment of the agenda is appropriate.
- Create broad participation by the those attending the meeting.
- Strike a balance between discussion, action planning, and keeping things moving so that the entire agenda gets managed.
- I record all major discussion points and action items and convert them into a document for distribution for those in attendance. This relieves meeting attendees of the responsibility of documenting the meeting, allowing them to focus on the flow of the conversation.
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