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Meeting Facilitation 101 v1.0 20230801
Meeting Facilitation 101 v1.0 20230801
Facilitation
101
Key to efficient, productive, and
engaging sessions.
Scource:
Zippia. "28+ Incredible Meeting Statistics [2023]: Virtual, Zoom, In-Person Meetings And Productivity" Zippia.com. Jul. 6, 2023,
https://www.zippia.com/advice/meeting-statistics/
Are you tired of meetings that don’t start on
time, don’t have a purpose, don’t stay on topic
and don’t reach a decision?
H Q H C M – Ta l e n t D e v e l o p m e n t
1. Understanding
Meeting
Facilitation
Meeting
an assembly for a common
purpose.
H Q H C M – Ta l e n t D e v e l o p m e n t
Key Roles
Leader
The Leader or the Chair is a key meeting role in both virtual and in-
person meetings.
The role is given to the head of the team who is responsible for
putting together the agenda and assigning other meeting roles.
H Q H C M – Ta l e n t D e v e l o p m e n t
Understanding Meeting Facilitation
Facilitator
The Facilitator’s main responsibility is to keep the conversation on
track.
Unlike the Leader, who mostly oversees the meeting, the Facilitator
has a more active role in moderating the discussion and guiding the
decision-making process.
H Q H C M – Ta l e n t D e v e l o p m e n t
Understanding Meeting Facilitation
Timekeeper
The Timekeeper’s role is pretty straightforward — they keep track of
time during the meeting to ensure the estimated time allotments are
respected for each agenda item.
H Q H C M – Ta l e n t D e v e l o p m e n t
Understanding Meeting Facilitation
Notetaker
The Notetaker’s responsibility lies in recording key meeting items.
They make sure decisions, parked topics, and questions are all
recorded and noted for later.
Some tools allow you to record entire meetings, so there might not
always be a need for this role.
H Q H C M – Ta l e n t D e v e l o p m e n t
Understanding Meeting Facilitation
For in-person meetings, Tech Hosts are responsible for ensuring that
all devices used are connected and working properly.
H Q H C M – Ta l e n t D e v e l o p m e n t
Understanding Meeting Facilitation
HOST CO-HOST
Leader Timekeeper
Facilitator Notetaker
H Q H C M – Ta l e n t D e v e l o p m e n t
Active Participation is KEY
“Engagement first, and
interaction will follow.”
-Hayo Reinders (Professor, Anaheim U, CA)
H Q H C M – Ta l e n t D e v e l o p m e n t
2. Make sure you really need a meeting
H Q H C M – Ta l e n t D e v e l o p m e n t
3. Select the right participants
H Q H C M – Ta l e n t D e v e l o p m e n t
4. Assign roles to participants
H Q H C M – Ta l e n t D e v e l o p m e n t
5. Decide WHEN and WHERE
H Q H C M – Ta l e n t D e v e l o p m e n t
6. Send the invitation and preliminary agenda to
key participants and stakeholders
H Q H C M – Ta l e n t D e v e l o p m e n t
7. Tell the participants what to prepare
H Q H C M – Ta l e n t D e v e l o p m e n t
8. Identify, arrange for, and test any required
equipment
H Q H C M – Ta l e n t D e v e l o p m e n t
9. Finalize the agenda and distribute it to all
participants
H Q H C M – Ta l e n t D e v e l o p m e n t
10. Prepare yourself
H Q H C M – Ta l e n t D e v e l o p m e n t
3. Face-to-face
Meeting
Facilitation
HOW TO ESCAPE A BORING MEETING
Common Issues
Best Practices
4. Online Meeting
Facilitation
Common Issues
Best Practices
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Understanding Meeting Facilitation
A Facilitator
• is someone who identifies the objectives and desired outcomes
of a meeting
• recognizes the importance of active participation and
engagement
• manages the meeting dynamics, encouraging open
communication, and fostering collaboration among participants
H Q H C M – Ta l e n t D e v e l o p m e n t
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