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Leading Planning and Review Meetings

Poorly executed meetings can introduce waste into your organization and can even lower moral. This course will teach you how to manage planning and review meetings in engaging and useful ways that provide value to your organization.

There are many reasons attendees dislike some meetings, especially planning and review meetings. In this course, Leading Planning and Review Meetings, you’ll learn to manage and facilitate these meetings in engaging and valuable ways. First, you’ll explore why these specific meetings are often necessary. Next, you’ll discover how to establish a rhythm that makes these collaborative sessions part of your organization’s culture. Finally, you’ll learn how to effectively facilitate these meetings to get meaningful outputs. When you’re finished with this course, you’ll have the skills and knowledge of meeting management needed to get valuable results from the conversations in these now-valuable planning and review meetings.

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What's inside

Syllabus

Course Overview

Making Meetings Valuable

Setting the Pace

Facilitating Effective Discussions

Recipes for Success

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Introduces how to manage and facilitate planning and review meetings in effective ways that add value to companies

Provides strategies for establishing a rhythm that makes planning and review meetings an integral part of an organization's culture

Taught by David Starr, an experienced instructor in the field of meeting management

Offers a systematic approach to planning meetings that is highly relevant to today's business environment

Provides practical guidance on how to facilitate discussions and generate meaningful outcomes from meetings

Addresses the common challenges and pitfalls associated with planning and review meetings and offers solutions to overcome them

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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 Leading Planning and Review Meetings with these activities:

Review Course Materials

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Reviewing course materials before and after the course will lay a baseline for the course content.

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Gather course materials such as notes, assignments, and exams
Organize and review the materials
Identify areas where you need further understanding

Plan a Meeting

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Practicing planning an actual meeting will prepare you to enter meetings better prepared.

Browse courses on Meeting Planning

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Decide the goal of the meeting
Determine the attendees
Schedule the meeting
Prepare an agenda
Send out a meeting reminder

Review a Book on Effective Communication

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This book provides strategies for effective communication in challenging situations, which is essential for successful meeting facilitation.

View Crucial Conversations: Tools for Talking When... on Amazon

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Read the book
Summarize the key concepts
Identify how these concepts apply to meeting facilitation

Five other activities

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Attend a Meeting Management Workshop

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Attending a workshop provides an opportunity to learn from experts.

Browse courses on Meeting Management

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Search for a meeting management workshop
Register for the workshop
Attend the workshop
Take notes and ask questions
Implement what you have learned

Create a Meeting Facilitation Guide

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Creating a guide will help you internalize the principles of effective meeting facilitation and provide a resource for future reference.

Browse courses on Meeting Facilitation

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Outline the key elements of effective meeting facilitation
Develop specific strategies for each element
Write a draft of the guide
Revise and edit the guide
Share the guide with others for feedback

Organize a Test Meeting

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Organizing a meeting from start to finish is a comprehensive learning experience.

Browse courses on Meeting Planning

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Set the objective and agenda
Decide on invitees
Schedule the meeting
Prepare for facilitating the meeting
Follow up after the meeting

Volunteer as a Meeting Facilitator

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Volunteering will provide practical experience and enhance your facilitation skills.

Browse courses on Meeting Facilitation

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Reach out to organizations that host meetings
Inquire about volunteering as a meeting facilitator
Prepare for your volunteer role
Facilitate meetings
Reflect on your experience

Present on Meeting Management

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Presenting on the topic will deepen your understanding and boost your confidence in utilizing effective meeting management techniques.

Browse courses on Meeting Management

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Gather research on meeting management
Develop a presentation outline
Create a presentation
Rehearse your presentation
Deliver your presentation

Career center

Learners who complete Leading Planning and Review Meetings will develop knowledge and skills that may be useful to these careers:

Executive Assistant

Executive Assistants provide administrative and operational support to senior leaders in organizations. They often work closely with the CEO or other senior leaders to manage their schedules, prepare presentations, and coordinate meetings. The course, Leading Planning and Review Meetings, may be useful for Executive Assistants as it can help them to improve their meeting management skills. This course can teach Executive Assistants how to plan and facilitate meetings in a way that is engaging and productive.

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Operations Manager

Operations Managers are responsible for overseeing the day-to-day operations of an organization. They often work closely with senior leaders to develop and implement strategic plans. The course, Leading Planning and Review Meetings, may be useful for Operations Managers as it can help them to improve their meeting management skills. This course can teach Operations Managers how to plan and facilitate meetings in a way that is engaging and productive.

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Assistant Director

Assistant Directors are responsible for assisting the Director in overseeing the day-to-day operations of a division or department within an organization. They often work closely with the CEO or other senior leaders to develop and implement strategic plans. The course, Leading Planning and Review Meetings, may be useful for Assistant Directors as it can help them to improve their meeting management skills. This course can teach Assistant Directors how to plan and facilitate meetings in a way that is engaging and productive.

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Manager

Managers are responsible for leading teams of employees and overseeing the day-to-day operations of an organization. They often work closely with senior leaders to develop and implement strategic plans. The course, Leading Planning and Review Meetings, may be useful for Managers as it can help them to improve their meeting management skills. This course can teach Managers how to plan and facilitate meetings in a way that is engaging and productive.

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Department Manager

Department Managers are responsible for overseeing the day-to-day operations of a department within an organization. They often work closely with the CEO or other senior leaders to develop and implement strategic plans. The course, Leading Planning and Review Meetings, may be useful for Department Managers as it can help them to improve their meeting management skills. This course can teach Department Managers how to plan and facilitate meetings in a way that is engaging and productive.

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Vice President

Vice Presidents are responsible for overseeing the day-to-day operations of a division or department within an organization. They often work closely with the CEO or other senior leaders to develop and implement strategic plans. The course, Leading Planning and Review Meetings, may be useful for Vice Presidents as it can help them to improve their meeting management skills. This course can teach Vice Presidents how to plan and facilitate meetings in a way that is engaging and productive.

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Board Member

Board Members are responsible for overseeing the overall health of an organization. They often work closely with the CEO or other senior leaders to develop and implement strategic plans. The course, Leading Planning and Review Meetings, may be useful for Board Members as it can help them to improve their meeting management skills. This course can teach Board Members how to plan and facilitate meetings in a way that is engaging and productive.

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Chief of Staff

Chiefs of Staff are responsible for managing the day-to-day operations of an organization. They often work closely with the CEO or other senior leaders to develop and implement strategic plans. The course, Leading Planning and Review Meetings, may be useful for Chiefs of Staff as it can help them to improve their meeting management skills. This course can teach Chiefs of Staff how to plan and facilitate meetings in a way that is engaging and productive.

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Team Leader

Team Leaders are responsible for leading teams of employees and overseeing the day-to-day operations of a team. They often work closely with senior leaders to develop and implement strategic plans. The course, Leading Planning and Review Meetings, may be useful for Team Leaders as it can help them to improve their meeting management skills. This course can teach Team Leaders how to plan and facilitate meetings in a way that is engaging and productive.

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Director

Directors are responsible for overseeing the day-to-day operations of a division or department within an organization. They often work closely with the CEO or other senior leaders to develop and implement strategic plans. The course, Leading Planning and Review Meetings, may be useful for Directors as it can help them to improve their meeting management skills. This course can teach Directors how to plan and facilitate meetings in a way that is engaging and productive.

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Program Manager

Program Managers are responsible for planning, executing, and closing programs. They often work closely with stakeholders to identify the goals of the program and develop a plan to achieve those goals. The course, Leading Planning and Review Meetings, may be useful for Program Managers as it can help them to develop the skills needed to effectively manage meetings with stakeholders. This course can teach Program Managers how to plan and facilitate meetings in a way that is engaging and productive, which can help them to build strong relationships with stakeholders and deliver successful programs.

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Project Manager

Project Managers are responsible for planning, executing, and closing projects. They often work closely with stakeholders to identify the goals of the project and develop a plan to achieve those goals. The course, Leading Planning and Review Meetings, may be useful for Project Managers as it can help them to develop the skills needed to effectively manage meetings with stakeholders. This course can teach Project Managers how to plan and facilitate meetings in a way that is engaging and productive, which can help them to build strong relationships with stakeholders and deliver successful projects.

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Meeting Planner

Meeting Planners are responsible for planning and executing meetings, such as conferences, workshops, and training sessions. They often work closely with clients to determine the goals of the meeting and develop a plan to achieve those goals. The course, Leading Planning and Review Meetings, may be useful for Meeting Planners as it can help them to develop the skills needed to effectively manage meetings with clients and vendors. This course can teach Meeting Planners how to plan and facilitate meetings in a way that is engaging and productive, which can help them to build strong relationships with clients and vendors and deliver successful events.

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Consultant

Consultants provide advice and guidance to organizations on a variety of topics, including business strategy, operations, and marketing. The course, Leading Planning and Review Meetings, may be useful for Consultants as it can help them to develop the skills needed to effectively manage meetings with clients. This course can teach Consultants how to plan and facilitate meetings in a way that is engaging and productive, which can help them to build strong relationships with clients and deliver high-quality services.

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Event Planner

Event Planners are responsible for planning and executing events, such as conferences, weddings, and parties. The course, Leading Planning and Review Meetings, may be useful for Event Planners as it can help them to develop the skills needed to effectively manage meetings with clients and vendors. This course can teach Event Planners how to plan and facilitate meetings in a way that is engaging and productive, which can help them to build strong relationships with clients and vendors and deliver successful events.

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Reading list

We've selected 14 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 Leading Planning and Review Meetings.

The Art of Agile Development

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Provides a comprehensive overview of agile development best practices, including how to manage and facilitate planning and review meetings.

Leading Planning and Review Meetings

What's inside

Syllabus

Good to know

Save this course

Activities

Career center

Reading list

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