Meeting Ease™ through Facilitation

Ensure successful meetings by planning and facilitating pivotal customer conversations

Your internal or external customer’s time is one of their most important assets. Preparing for meeting time with them is a smart investment of your time. Your ability as meeting leader to plan for and facilitate relevant, customer-centric conversations may mean the difference between moving a project forward, or not! Learn to facilitate a meeting with ease through discussions and practice activities focused on planning and delivery techniques to ensure your and your customer’s time is well spent.

Course Outcomes

Learn and practice strategies and techniques for:
  • Planning the meeting with the internal or external customer as primary focus
  • Crafting an agenda to meet customer objectives through rich engagement
  • Creating strong meeting beginnings and endings to establish a dynamic framework for success
  • Finessing the middle – Guiding interactive conversations through meeting participant introductions, transitions, and managing customer responses while keeping on your time track
  • Capturing action items and next steps with a focus on the after-meeting experience

Meeting Ease Agenda

Participant maximum: 6

Day One – 4 hour virtual*

  • Planning tools – Customer “Wants”
  • Agenda crafting – Plotting Discussion
  • Establishing your role and meeting structure – Beginning the Meeting
  • Guiding conversation – Managing the Middle to promote discussion
  • Capturing conversation – Scribing key customer thoughts and action steps
  • Ensuring action – Ending the Meeting to ensure objectives are accomplished
  • Prep for Practice! Get ready for Day Two

Day Two – 3 hour virtual

  • Developing Meeting Ease open discussion
  • Participant Practice – Delivery with Coaching
    • Customer Overview – deliver brief points from customer research
    • Beginning – deliver sample Beginning-of-meeting talk track
    • Ending – deliver sample Ending-of-meeting talk track
    • “What-If” From the Hat Exercises – Managing the Middle
  • Final discussion and next steps
* Onsite workshops available