Effective Meeting Management for Leaders, Managers, and Facilitators 1 CPE

Most books, articles, and courses on managing meetings ignore the fact that leaders, managers, and facilitators of meetings have different roles.  Thus, a course in managing meetings effectively needs to take those three roles into consideration.  We do.

Briefly – the Leader has something to say.  The Manager wants interaction to lead to a specific end point – usually a solution.  The facilitator is there to make sure process is followed.  In this course, we discuss how each of these three roles affects the manner in which meetings are designed and led.

We also discuss the techniques that are useful for different types of meetings, both live and virtual.  Settings, time, and expectations all differ depending on the goal of the meeting. We offer a comprehensive checklist to help in the preparation of meetings   Types of meetings and how best to lead, manage or facilitate them is also discussed.  The goal of this course is to enable you to go from “oh no, not another boring meeting” to “we get things done quickly and effectively in our meetings.”

Prerequisites

No Advanced Preparation or Prerequisites are needed for this course. 

Learning Objective

• Explore the different roles of leadership, management, and facilitation of meetings
• Discover that different timing and different agendas work for different types of meetings.
• Recognize meeting process and how it differs in different types of meetings
• Identify what is needed (checklist) to effectively conduct meetings.

Last updated/reviewed: July 11, 2025