Meeting Management

Administrative Skills


This workshop is designed to give participants the basic tools you need to initiate and manage their meetings. They will learn planning and leading techniques that will give them the confidence to run a meeting that will engage the attendees and leave a positive and lasting impression. Through this workshop participants will learn the needed skills in planning and implementing a successful meeting.

The Meeting Management workshop will explore how to reduce waste and make meetings more efficient. This is a hands-on workshop and your participation will help make it a valuable experience. Use this time to begin the process of developing your skills along with other participants who share the same desire to improve their meeting management skills.

Meeting Management Course Outline:

Module One: Getting Started
Workshop Objectives

Module Two: Planning and Preparing (I)
Identifying the Participants
Choosing the Time and Place
Creating the Agenda

Module Three: Planning and Preparing (II)
Gathering Materials
Sending Invitations
Making Logistical Arrangements

Module Four: Setting up the Meeting Space
The Basic Essentials
The Extra Touches
Choosing a Physical Arrangement

Module Five: Electronic Options
Overview of Choices Available
Things to Consider
Making a Final Decision

Module Six: Meeting Roles and Responsibilities
The Chairperson
The Minute Taker
The Attendees
Variations for Large and Small Meetings

Module Seven: Chairing a Meeting (I)
Getting Off on the Right Foot
The Role of the Agenda
Using a Parking Lot

Module Eight: Chairing a Meeting (II)
Keeping the Meeting on Track
Dealing with Overtime
Holding Participants Accountable

Module Nine: Dealing with Disruptions
Running in and Out
Cell Phone and PDA"s Ringing
Off on a Tangent
Personality Conflict

Module Ten: Taking Minutes
What are Minutes?
What do I Record?
A Take-Home Template

Module Eleven: Making the Most of Your Meeting
The 50 Minute Meeting
Using Games
Giving Prizes
Stuffed Magic

Module Twelve: Wrapping Up
Words from the Wise
Lessons Learned
Completion of Action Plans and Evaluations

  • Welcome - Meeting_Management
  • Pre-Assignment
  • Tutorials & Quizzes
  • Meeting Management
  • Activities & Additional Resources
  • 01-Meeting Participants
  • 02-Meeting Time _ Place
  • 03-SOAP Job AID for Collecting Meeting Agenda Topics
  • 04-Agenda Template
  • 05-List of Topics
  • 06-SHOWS
  • 07-Three _P_ Job Aid
  • 08-Logistics
  • 09-Meeting Set-Up
  • 10-Electronic Options
  • 11-Technology Assessment
  • 12-Chairperson Role Handout
  • 13-Minute Taker Role Job Aid
  • 14-Meeting Minutes Template
  • 15-Attendees_ Role
  • 16-Variations Handout
  • 17-SIGNALS Job Aid
  • 18-Today_s Agenda
  • 19-Parking Lot
  • 20-STOP
  • 21-Overtime Job Aid
  • 22-SIT
  • 23-Sample Sign
  • 24-EAR
  • 25-Stop_ Drop _ Roll
  • 26-Taking Minutes Summary
  • 27-Meeting Minutes Template
  • 28-Meeting Games Do_s and Don_ts
  • 29-Meeting Prize Idea
  • 30-50-Minute Meeting Handout
  • 31-Mingle Bingo
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever