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Effective Meeting Planning and Facilitation

Prepare for any meeting

Gain skills and prepare checklists to be ready for a meeting or another facilitated session

Mandatory soft skill for any office worker

Meetings take up a lot of time. Running them well saves time and increases productivity 

Get ready to resolve conflict

Learn strategies to avoid conflict

Course overview

  1. Core facilitation principles

  2. What makes a good meeting stand out

  3. Outcome-driven meeting design

  4. Facilitation mechanics for online and offline meetings

  5. Group dynamics

Course description

This practical course equips professionals with skills to design, facilitate, and conclude results-oriented meetings

Effective Meeting Planning and Facilitation training course is designed for business analysts, product owners, project managers, and aspiring professional facilitators to build a toolset and skillset needed to design and steer a meeting of any kind: from simple on-line catch-ups to complex hybrid townhalls.

We will study the stages of a meeting, learn the facilitation cycle, explore techniques for different meeting activities, and be prepared to keep a meeting on track when things go wrong.

What You Will Learn

  • Core Facilitation Principles: Understand the role of a facilitator, the phases of the facilitation cycle

  • Outcome-Driven Agenda Design: Move meeting agendas from open-ended "topics to discuss" to "outcomes to reach”.

  • Session Mechanics & Exercises: Prepare effective warm-ups, decision-making, innovation and problem-solving activities, learn how requirements elicitation may work, facilitate break-out sessions, and refresh your presentations with immersive exercises like gallery walks

  • Cross-Format Logistics: Plan room setups, breakouts, and logistics across in-person, virtual,, and hybrid environments to ensure equal participation.

  • Group Dynamics: Address disruptive dynamics, including managing the HiPPO (Highest Paid Person's Opinion), drawing out silent participants, keeping the conversations on track, and remediating conflict

  • Psychological Safety: Establish ground rules, apply "Parking Lots" for out-of-scope ideas, build psychological safety.

You will get exposure to the theory and practice of facilitation and will ensure your meetings are the ones people will love turning up to.

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This course will offer

  1. Actionable frameworks spanning pre-session planning, facilitator agendas, live group navigation, and post-session follow-ups.

  2. Repeatable templates and best practices for session design

  3. Best practices for shared digital workspaces, visual mental models, and attention management in digital and hybrid settings.

  4. Ready-to-use verbal prompts and protocols to keep the collaboration going.

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This course forms a part of Analyst’s Corner Business Analysis Capability Ladder - a structured multi-step approach to building strong business analysis skills and expertise.

It consists of 4 distinct rungs tailored to people at different stages of their professional lifecycle:

  • Foundation: Learn the ropes of business analysis | Build the baseline for professional career

  • Progression: Deepen your analysis expertise | Scale your toolkit and analytical rigour

  • Specialisation: Develop strategic specialisms | Cultivate niche expertise in high-value domains

  • Leadership: Gain authority and leadership | Lead business analysis for your team or organisation

Each rung consists of multiple training courses and an assessment; finishing the whole Ladder provides the depth of practical knowledge that rivals traditional academic BA programs.

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This course is one of the courses on the Foundation rung.

Full Syllabus

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