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Stephen Haunts

In this course, you're going to look at creating a policy document for holding effective meetings.

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In this course, you're going to look at creating a policy document for holding effective meetings.

It's important to have a policy document and know how to write your own policy based on a supplied example in order to run effective meetings. In this course, Creating a Healthy Meeting Policy in Organizations, you’ll learn to create a meeting policy document that your organization can use to host effective meetings. First, you’ll explore the benefits of writing a meeting policy document. Next, you’ll discover how to create a suitable document for both in-person and online meetings. Finally, you’ll learn how to ensure your teams can be trained in the policy document so that they understand and apply the policy. When you’re finished with this course, you’ll have the skills and knowledge to create and apply a meeting policy needed to run effective meetings.

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Meeting Management Policy Writing Effective Communication Collaboration Productivity

What's inside

Syllabus

Course Overview
The Importance of a Meeting Policy
Creating a Meeting Policy
Final Thoughts
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Traffic lights

Read about what's good
what should give you pause
and possible dealbreakers
Teaches how writing a meeting policy document helps run effective group meetings
Applicable to both in-person and virtual workplace meetings
Emphasizes the significance of training employees on meeting policies for better outcomes
Course structure seems sequential and includes a final wrap-up lesson
Target audience is not specified, making it difficult to assess the relevance of the course

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Reviews summary

Foundational guide to meeting policies

According to students, this course provides a practical framework for developing a healthy meeting policy, offering actionable insights that can be immediately applied within organizations. Many appreciate its clear and concise nature, finding it a well-structured guide to effective meeting management, particularly for improving meeting culture. Learners highlight its focus on both in-person and online meetings and the utility of the template provided. However, some experienced professionals found the content too basic or superficial, noting it lacks depth for nuanced implementation or complex scenarios, suggesting it might be better suited as a foundational course.
Best suited for those new to leadership or meeting policy creation.
"Useful for beginners, but experienced professionals might find it too superficial."
"I'd recommend it to colleagues who are new to leadership roles."
"Not for seasoned professionals. I was hoping for more advanced tactics."
A solid introduction, yet some found it lacks advanced depth.
"A good foundational course for understanding why meeting policies are important and how to start creating one."
"The course covers the basics well. I felt it was a good introduction but didn't go deep enough into the nuances of policy implementation."
"This course was extremely basic. Most of the information felt like something I could find with a quick Google search."
"If you're looking for deep dives or solutions to specific, complex meeting challenges, this might not be it."
Addresses both in-person and online meeting policies effectively.
"I appreciated the emphasis on both in-person and virtual meetings."
"I liked the focus on both types of meetings."
"The course helped me understand how to create a suitable document for both in-person and online meetings."
The content is well-structured and presented clearly.
"It's concise and to the point, which I appreciate as I don't have a lot of time."
"Informative and well-structured. The content is directly applicable to my work."
"The importance of a policy document was clearly articulated."
Offers actionable insights for immediate organizational impact.
"This course provided a fantastic framework for developing a clear and concise meeting policy. The examples were very practical..."
"Excellent course! Very actionable insights. I was able to immediately apply some of the principles to our team's meetings..."
"The content is directly applicable to my work. The course clarified many aspects of effective meeting management that I hadn't considered."
"I learned how to apply practical advice on policy creation and training that is invaluable for my work."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Creating a Healthy Meeting Policy in Organizations with these activities:
Organize and review class materials
Strengthen your understanding of course concepts by organizing and reviewing class materials regularly.
Show steps
  • Gather all class materials (notes, assignments, quizzes, exams)
  • Create a system for organizing the materials
  • Review the materials regularly to reinforce learning
Review meeting etiquette
Improve your ability to run effective meetings by reinforcing meeting etiquette.
Browse courses on Meeting Etiquette
Show steps
  • Research meeting etiquette guidelines
  • Identify areas for improvement in your own meeting etiquette
  • Practice applying meeting etiquette in mock meetings
Read 'Death by Meeting'
Learn the art of conducting productive meetings and avoiding common pitfalls that waste time and energy.
Show steps
  • Read the book and take notes on key concepts and strategies.
  • Identify specific ways to apply these strategies to your own meetings.
12 other activities
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Show all 15 activities
Follow online tutorials on meeting facilitation
Gain insights and techniques for effective meeting facilitation by following online tutorials.
Browse courses on Meeting Facilitation
Show steps
  • Search for reputable online tutorials on meeting facilitation
  • Choose tutorials that align with your learning goals
  • Follow the tutorials and take notes on key takeaways
Study Meeting Dynamics and Tactics
By reading this book, you'll gain foundational knowledge and insights on strategies to manage meetings effectively. It'll also expose you to different tips and techniques to keep your meetings focused, productive, and efficient.
Show steps
  • Read chapters 1-3 to grasp the basics of meeting management and mastering the art of facilitation.
  • Read chapters 4-7 to learn techniques for planning and preparing for effective meetings.
  • Read chapters 8-10 to strengthen your understanding of handling meeting participants and resolving conflicts.
Develop a Meeting Evaluation Form
Create a comprehensive tool for gathering feedback on meetings to identify areas for improvement and measure progress over time.
Show steps
  • Research existing meeting evaluation forms and best practices.
  • Craft a draft form that includes both quantitative and qualitative feedback mechanisms.
  • Test the form in your own meetings and gather feedback.
  • Refine the form based on feedback and finalize it.
Create mock meeting agendas
Enhance your ability to create clear and concise meeting agendas by practicing regularly.
Browse courses on Meeting Agendas
Show steps
  • Review best practices for creating meeting agendas
  • Identify different types of meeting agendas
  • Create mock meeting agendas for various scenarios
Design a Meeting Agenda Template
Develop a customized, structured agenda template that streamlines meeting preparation and ensures focused discussions.
Browse courses on Meeting Agendas
Show steps
  • Research best practices for meeting agenda design.
  • Create a draft agenda template that includes essential elements.
  • Test the template in your own meetings and gather feedback.
  • Refine the template based on feedback and finalize it.
Create a Meeting Efficiency Audit
Empower yourself to review and critique existing meetings to build actionable strategies for making improvements.
Show steps
  • Attend meetings and observe meeting practices.
  • Interview participants to gather feedback and identify areas for improvement.
  • Compile your observations and feedback into a detailed audit report.
  • Develop recommendations for improving meeting efficiency and effectiveness.
Develop a sample meeting policy
Solidify your understanding of meeting policy creation by drafting a sample policy yourself.
Browse courses on Policy Development
Show steps
  • Research existing meeting policies
  • Identify key elements of a meeting policy
  • Draft a sample meeting policy for your organization
Conduct Mock Meetings
Engage in practice sessions to enhance your skills in running effective meetings and handling various scenarios.
Show steps
  • Gather a group of colleagues or classmates.
  • Assign roles and responsibilities for each participant.
  • Conduct a mock meeting using real-life scenarios.
  • Provide feedback and discuss areas for improvement.
Attend Industry Webinars on Meeting Management
Expand your knowledge and learn from experts by attending industry webinars focused on meeting management techniques.
Browse courses on Meeting Management
Show steps
  • Identify relevant webinars and register for attendance.
  • Attend the webinars and actively participate in Q&A sessions.
  • Connect with other attendees and exchange ideas.
Explore Best Practices for Online Collaboration
Acquire best practices for virtual meetings to maximize efficiency and engagement despite physical separation.
Browse courses on Online Collaboration
Show steps
  • Review articles and blog posts on online collaboration strategies.
  • Watch video tutorials on effective virtual meeting facilitation.
  • Apply these strategies in your own online meetings.
Implement a meeting policy in your organization
Gain practical experience in meeting policy implementation by leading a project in your organization.
Browse courses on Project Management
Show steps
  • Secure buy-in from leadership and stakeholders
  • Develop a communication and training plan
  • Implement the meeting policy and monitor its effectiveness
Conduct a Meeting Data Analysis
Analyze data related to meeting frequency, duration, and outcomes to gain insights and identify patterns for improvement.
Show steps
  • Collect data from meeting calendars, attendance records, and feedback forms.
  • Use data analysis tools to identify trends and patterns.
  • Develop visualizations to present the findings.
  • Draw conclusions and make recommendations based on the analysis.

Career center

Learners who complete Creating a Healthy Meeting Policy in Organizations will develop knowledge and skills that may be useful to these careers:
Event Planner
Event Planners organize, plan, and manage events of all sizes. Writing effective meeting policies is a skill that can carry over into Event Planning and will help you run more productive meetings at your events.
Conference Planner
Conference Planners organize, plan, and manage conferences and similar events. Developing effective meeting policies will allow you to run smoother conferences as a Conference Planner.
Meeting Manager
Meeting Managers plan, organize, and manage corporate meetings. This course on writing effective meeting policies is perfectly suited for Meeting Managers who want to improve their meeting management skills.
Meeting Professional
Meeting Professionals plan and organize meetings, conventions, and other gatherings. This course in meeting policy creation will provide you with a strong foundation in how to organize more productive and smoothly run meetings.
Office Manager
Office Managers coordinate all functions and activities within an office. They operate in a similar manner to an Administrative Office Manager, and can use the policy creation knowledge from this course to smoothly run office activities and meetings.
Administrative Office Manager
Administrative Office Managers plan and coordinate staff activities in offices, including those of other managers. Administrative Office Managers require keen attention to detail in order to run their office and keep meetings productive. Meetings policy creation in this course will help you approach meetings in a more organized way.
Program Coordinator
A Program Coordinator plans, organizes, and directs administrative and programmatic activities. The policies that are written based on your studies in this course will help Program Coordinators with all the necessary information they need to plan and run more productive meetings.
Administrative Assistant
Administrative Assistants plan, organize, and manage schedules and appointments.
Executive Assistant
Executive Assistants plan, organize, and manage schedules and appointments.
Project Manager
Project Managers plan, organize, and manage projects from start to finish.
Program Director
Program Directors plan, organize, and manage programs.
Event Manager
Event Managers plan, organize, and manage events.
Organizational Administrator
Organizational Administrators plan, organize, and manage organizations.
Office Coordinator
Office Coordinators plan, organize, and coordinate office activities.
Administrative Specialist
Administrative Specialists plan, organize, and manage projects and activities.

Reading list

We've selected 11 books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Creating a Healthy Meeting Policy in Organizations.
Provides insights into the importance of trust in building effective teams, which is crucial for a healthy meeting culture.
Provides powerful tips that foster collaboration and productivity, which is useful to those seeking to get more out of their meetings.
Provides valuable tools for handling conflict and difficult conversations which can be present during meetings.
Although this book mostly pertains to facilitating workshops and group activities, it has a useful chapter on chairing meetings.
Is useful for running effective meetings virtually and provides additional tools and tips not discussed in the course.
While this book does not pertain directly to meetings, it provides tools for optimizing creativity and idea generation, which can be beneficial for meetings.

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