Want FREE Templates on Digital Transformation? Download our FREE compilation of 50+ slides. This is an exclusive promotion being run on LinkedIn.

We have categorized 14 documents as Meeting Facilitation/Management. All documents are displayed on this page.

"The productivity of a meeting is not determined by the number of decisions but by the quality of preparation," as pronounced by Brian Moynihan, CEO of Bank of America. No one likes unnecessary meetings, especially the busy executives of Fortune 500 companies. Yet, with the right practices and strategies, meetings can be efficiently facilitated and managed to bring out the best possible outcomes.

Did you know?
The average daily rate of a McKinsey consultant is $6,625 (not including expenses). The average price of a Flevy document is $65.

  Open all 14 documents in separate browser tabs.
  Add all 14 documents to your shopping cart.


Trusted by over 10,000+ Client Organizations
Since 2012, we have provided best practices to over 10,000 businesses and organizations of all sizes, from startups and small businesses to the Fortune 100, in over 130 countries.
AT&T GE Cisco Intel IBM Coke Dell Toyota HP Nike Samsung Microsoft Astrazeneca JP Morgan KPMG Walgreens Walmart 3M Kaiser Oracle SAP Google E&Y Volvo Bosch Merck Fedex Shell Amgen Eli Lilly Roche AIG Abbott Amazon PwC T-Mobile Broadcom Bayer Pearson Titleist ConEd Pfizer NTT Data Schwab



Flevy Management Insights: Meeting Facilitation/Management

"The productivity of a meeting is not determined by the number of decisions but by the quality of preparation," as pronounced by Brian Moynihan, CEO of Bank of America. No one likes unnecessary meetings, especially the busy executives of Fortune 500 companies. Yet, with the right practices and strategies, meetings can be efficiently facilitated and managed to bring out the best possible outcomes.

For effective implementation, take a look at these Meeting Facilitation/Management best practices:

Recognizing the Importance of Preparation

Meetings cannot be merely "improvised"—they require Strategic Planning and preparation. The details of the meeting such as the objectives, participants, and the meeting flow should be clearly stated and outlined ahead of time. Measurement of the anticipated benefits and costs of the meeting may prove advantageous in highlighting its significance and necessity.

Agenda Development and Meeting Structure

One of the key principles of facilitating successful meetings is setting an agenda. A structured agenda helps avoid the "meeting creep", a common phenomenon where the discussion devolves into endless tangents. Begin with the most significant items on your agenda, so high-priority conversations aren't rushed or overlooked. Including timings or an expected duration can help keep the focus sharp and maintain Operational Excellence.

Encouraging Active Participation

Facilitating involves more than just managing the meeting. The facilitator must encourage participation from all attendees. This can range from asking open-ended questions to setting up ground rules that encourage constructive argument. It is also important to manage dominating personalities, who might overshadow others' contributions.

Accountability and Follow-ups

Without a definitive conclusion, a meeting can end up being a waste of everyone's time. It is crucial to assign tasks based on discussions during the meeting and ensure everyone’s roles are clear. Arguably the most critical post-meeting activity is consistent follow-up—this ensures accountability and tracks progress towards the discussed outcomes, contributing positively to Performance Management.

Embrace and Leverage Technology

Embracing the right digital tools can dramatically enhance the meeting experience. From collaboration tools like Trello and Asana that help with task allocation and follow-up to interactive tools that foster engagement and interaction, the digital aspect of meeting facilitation cannot be overlooked in the era of Digital Transformation.

Explore related management topics: Meeting Facilitation

The Role of Risk Management

Meeting facilitation is not immune to risks—conflicting interests, poor preparation, or lack of active participation can undermine the effectiveness of meetings. Therefore, a necessary part of meeting management is identifying these risks and putting mechanisms in place to address potential meeting threats—an essential part of Risk Management. By doing so, leaders can maximize the potential for their meetings to succeed.

  • Outline clear objectives and expected outcomes.
  • Develop a structured and timed agenda.
  • Create an environment that encourages active participation.
  • Assign tasks and roles to ensure accountability.
  • Leverage technology tools to augment meeting efficiency and effectiveness.
  • Identify potential risks and establish processes to mitigate them.

These practices transform meetings from time-consuming tasks into productive activities that drive output, influence change, and foster unity within the team. While effective meeting management is just one piece of the larger puzzle, it is crucial for business leaders to align their team’s talents and time towards organizational objectives. By doing so, they make a significant step toward efficiently driving progress and unlocking business potential.

Explore related management topics: Meeting Management

Meeting Facilitation/Management FAQs

Here are our top-ranked questions that relate to Meeting Facilitation/Management.

What are the best practices for managing cross-cultural and diverse teams in meetings?
Effective management of cross-cultural and diverse teams involves understanding cultural differences, implementing effective communication strategies, and practicing inclusive leadership to enhance team performance and innovation. [Read full explanation]
In what ways can meeting facilitation drive organizational change and transformation?
Facilitated meetings drive Organizational Change and Transformation by aligning Vision and Strategy, fostering Cultural Change, and enhancing Collaboration and Engagement, leading to innovative solutions and sustainable success. [Read full explanation]
In what ways can meeting analytics and feedback be used to continuously improve meeting effectiveness?
Meeting analytics and feedback enhance meeting effectiveness through Strategic Planning alignment, Operational Excellence via feedback loops, and Performance Management by tracking KPIs, transforming meetings into strategic assets for organizational success. [Read full explanation]
How can the concept of 'silent meetings' be integrated into traditional meeting structures to enhance productivity?
Integrating Silent Meetings into traditional structures enhances productivity by preparing and distributing pre-read materials, allocating structured silent reading time, and fostering engagement and decision-making, leading to more focused and effective discussions. [Read full explanation]
How can executives ensure that meeting outcomes align with and directly contribute to the company's strategic objectives?
Executives can ensure meeting outcomes align with strategic objectives by focusing on Strategic Planning, Performance Management, and fostering a Culture of accountability, strategic focus, and technology utilization for alignment and adaptability. [Read full explanation]
How can leaders foster a culture where meetings are seen as valuable tools for collaboration rather than time sinks?
Leaders can transform meetings into valuable tools for Strategic Planning and Innovation by setting clear objectives, fostering collaboration, and measuring outcomes for enhanced Operational Excellence. [Read full explanation]
In what ways can meeting facilitation be adapted to accommodate the diverse communication styles and preferences of a global team?
Adapt meeting facilitation for global teams by understanding Cultural Differences, leveraging Technology and Tools, and fostering an Inclusive Meeting Culture to boost Productivity and Innovation. [Read full explanation]
How can technology be leveraged to enhance the inclusivity and effectiveness of meeting facilitation for remote teams?
Leverage Technology for Inclusive Remote Meetings by adopting Communication Platforms, integrating Collaborative Tools, and ensuring Equitable Access to boost Engagement and Productivity. [Read full explanation]
What strategies can be employed to maintain high levels of engagement and participation in virtual meetings?
Effective virtual meeting engagement strategies include Pre-Meeting Preparation, utilizing Interactive Tools and Techniques, and ensuring Follow-Up and Actionable Outcomes, as practiced by leading companies like Google, Salesforce, and Accenture. [Read full explanation]
How can executives ensure that meeting outcomes align with strategic business objectives?
Executives can align meeting outcomes with Strategic Business Objectives through clear planning, Strategic Alignment, data-driven decision-making, and cultivating a Culture of Strategic Focus. [Read full explanation]
In what ways can executives leverage AI and machine learning to enhance meeting productivity and decision-making?
Executives can leverage AI and ML to transform meeting productivity and decision-making by automating administrative tasks, providing real-time insights, and enhancing data-driven decisions. [Read full explanation]
How is AI transforming the landscape of meeting facilitation and management?
AI is transforming meeting facilitation and management by automating preparation, enhancing real-time engagement, and improving post-meeting follow-up, leading to more efficient and productive meetings. [Read full explanation]
What role does data analytics play in enhancing the effectiveness of meetings?
Data Analytics significantly improves meeting effectiveness by optimizing Pre-Meeting Preparation, guiding real-time decisions During the Meeting, and enhancing Post-Meeting Analysis and Follow-Up, aligning meetings with Strategic Objectives. [Read full explanation]
What role does organizational culture play in shaping effective meeting management practices?
Organizational Culture shapes Meeting Management by influencing attitudes, structuring, conduct, and follow-up actions, impacting their effectiveness and alignment with values like Strategic Planning, Operational Excellence, and Performance Management. [Read full explanation]
How can technology be leveraged to measure the effectiveness of meeting outcomes?
Leveraging Data Analytics, Feedback Tools, and Project Management Software enables organizations to measure and enhance Meeting Effectiveness, fostering Strategic Planning, Innovation, and Team Collaboration. [Read full explanation]
What strategies can be employed to measure the ROI of meetings in terms of time and resources?
Organizations can optimize the ROI of meetings by establishing clear objectives, implementing time tracking and cost analysis, and leveraging feedback for continuous improvement, aligning with Strategic Objectives and Operational Excellence. [Read full explanation]
What strategies can be employed to maintain high levels of engagement in virtual meetings?
To maintain high engagement in virtual meetings, leaders should set clear objectives, utilize interactive tools, encourage active participation, and ensure follow-up and accountability, as supported by insights from top consulting firms. [Read full explanation]
How can executives ensure that meeting outcomes align with strategic business objectives?
Executives can align meeting outcomes with Strategic Business Objectives through careful preparation, effective meeting facilitation, and diligent follow-up, incorporating strategies like agenda alignment, participant selection, and the use of OKRs for focus. [Read full explanation]
What strategies can leaders employ to foster a culture that values and prioritizes high-quality meeting facilitation?
Leaders can promote high-quality meeting facilitation through establishing Clear Objectives, developing Effective Facilitators, fostering Respect and Inclusion, and leveraging Technology, enhancing meeting productivity and organizational success. [Read full explanation]
How can executives measure the ROI of effective meeting facilitation within their organizations?
Executives can measure the ROI of effective meeting facilitation by identifying relevant KPIs, using measurement tools and techniques, and analyzing real-world case studies to improve organizational efficiency and productivity. [Read full explanation]
What are the critical components of effective meeting facilitation in consulting training programs?
Effective meeting facilitation in consulting training programs hinges on Clear Objectives and Agenda Setting, Engagement and Participation, and ensuring Action Items and Follow-Up, supported by examples from leading firms like McKinsey, Bain, Accenture, Deloitte, PwC, EY, and KPMG. [Read full explanation]
How is the rise of decentralized work environments shaping the future of meeting facilitation?
The rise of decentralized work environments necessitates the adaptation of meeting strategies, leveraging technology, and learning from real-world examples to ensure productive, engaging, and inclusive meetings. [Read full explanation]
What role will blockchain technology play in securing and verifying meeting agreements and decisions?
Blockchain technology offers a powerful tool for securing and verifying meeting agreements and decisions, enhancing Transparency, Accountability, Security, and streamlining Decision-Making processes across various sectors. [Read full explanation]
What are the implications of 5G technology on the future of virtual meeting connectivity and quality?
5G technology promises to revolutionize virtual meetings with higher speeds, reduced latency, and improved reliability, enhancing global collaboration, inclusivity, and driving innovation in virtual collaboration tools. [Read full explanation]
How are environmental sustainability considerations impacting meeting management practices?
Environmental sustainability is reshaping Meeting Management through Strategic Venue Selection, Sustainable Materials Management, and leveraging Technology, aligning with CSR goals and offering cost savings. [Read full explanation]
What are the key strategies for integrating hybrid work models into effective meeting management?
Effective meeting management in hybrid work models involves establishing Clear Policies, leveraging Technology for inclusivity, and promoting a Culture of Inclusion, significantly impacting productivity and engagement. [Read full explanation]
What are the best practices for integrating customer feedback into sales strategy meetings?
Best practices for integrating customer feedback into sales strategy meetings include systematic collection and analysis, structured incorporation and discussion during meetings, and continuous measurement and refinement for alignment with customer needs and sales performance improvement. [Read full explanation]
How can sales teams use CRM data to drive meeting agendas and outcomes more effectively?
Leveraging CRM data enables sales teams to personalize meeting agendas and strategies, understand customer needs, and optimize follow-up efforts, significantly improving sales meeting productivity and customer engagement. [Read full explanation]
How can facilitators ensure equitable participation in workshops with large, diverse groups?
Ensuring equitable participation in large, diverse workshops involves Creating an Inclusive Environment, Leveraging Technology, and Implementing Structured Processes to engage all attendees actively. [Read full explanation]
How can organizations effectively manage time zones in global virtual meetings to maximize participation?
Effectively managing time zones in global virtual meetings involves Strategic Scheduling, leveraging technology, and fostering Cultural Sensitivity to maximize participation and maintain a productive work environment. [Read full explanation]
What emerging technologies are set to redefine the way meetings are facilitated and managed in the next five years?
Emerging technologies like AI, VR, AR, and Blockchain are set to transform meeting management by automating tasks, creating immersive experiences, and ensuring secure, transparent processes. [Read full explanation]
What is the role of augmented reality in enhancing interactive experiences in virtual meetings and workshops?
Augmented Reality (AR) is transforming virtual meetings and workshops into immersive, interactive experiences, improving Collaboration, Engagement, and Productivity by enabling more natural interactions and a shared digital space. [Read full explanation]
What are the emerging trends in using virtual reality for meeting facilitation and team collaboration?
Virtual Reality (VR) is revolutionizing meeting facilitation, team collaboration, and training by offering immersive, interactive environments that improve communication, engagement, and project outcomes. [Read full explanation]
How can consulting firms use meeting outcomes to drive continuous improvement in client engagements?
Meeting outcomes enable consulting firms to gain strategic insights, refine services through feedback, and drive innovation, enhancing client value and positioning for long-term success. [Read full explanation]
What role does creative thinking play in redefining meeting management and facilitation strategies?
Creative thinking transforms meeting management and facilitation by integrating innovative methodologies, technology, and inclusivity, leading to dynamic, engaging, and productive meetings. [Read full explanation]
How can organizations foster a meeting culture that encourages innovation and creative problem-solving?
Organizations can cultivate a meeting culture that promotes Innovation and Creative Problem-Solving by creating a safe, open environment, encouraging diverse thinking, interdisciplinary collaboration, and leveraging technology and data. [Read full explanation]
How is the concept of digital twins being applied to meeting facilitation and management?
Digital twins are revolutionizing meeting facilitation and management by automating preparation, enhancing execution, improving decision-making, and facilitating remote and hybrid meetings through AI, IoT, and data analytics. [Read full explanation]
What innovative techniques are being used to enhance engagement and learning outcomes in virtual workshops?
Organizations are leveraging Interactive and Immersive Technologies, Personalization and Adaptive Learning, Gamification, and Microlearning in virtual workshops to improve engagement and learning outcomes. [Read full explanation]
What are the best practices for facilitating decision-making meetings that involve high-stakes outcomes?
Effective high-stakes decision-making meetings require meticulous Preparation, Agenda Setting, and Facilitation, leveraging Technology and Data, with a focus on clear Communication, structured Discussion, and Decision-making Frameworks. [Read full explanation]
What emerging trends in digital facilitation tools are shaping the future of collaborative meetings?
Emerging trends in digital facilitation tools, including AI and ML integration, VR and AR adoption, and enhanced security measures, are revolutionizing collaborative meetings for organizational efficiency and innovation. [Read full explanation]
How can organizations implement continuous improvement cycles for meeting management based on participant feedback?
Organizations can improve meeting management by establishing a robust Feedback Loop, leveraging Data and Technology, and fostering a Culture of Continuous Improvement, thereby transforming meetings into productive and engaging interactions. [Read full explanation]
How are companies leveraging blockchain for transparent and immutable record-keeping of meeting decisions?
Organizations are adopting Blockchain for its ability to ensure transparent, immutable record-keeping in meeting decisions, enhancing corporate governance, and operational efficiency. [Read full explanation]
How can virtual and augmented reality technologies create more immersive and engaging strategic planning sessions?
VR/AR technologies revolutionize Strategic Planning by enabling immersive experiences that improve engagement, collaboration, decision-making through dynamic data visualization, and stimulate innovation and creativity. [Read full explanation]

Related Case Studies

Strategic Meeting Management Initiative for Ecommerce in Luxury Beauty

Scenario: The organization, a burgeoning player in the luxury beauty ecommerce space, is grappling with ineffective meeting management that is impeding decision-making and slowing down strategic initiatives.

Read Full Case Study

Strategic Meeting Facilitation for Media Conglomerate in Digital Space

Scenario: A leading media conglomerate, operating in the competitive digital space, is encountering significant inefficiencies in its Meeting Facilitation processes.

Read Full Case Study

Luxury Brand Meeting Facilitation Strategy for European Market

Scenario: A luxury fashion house, based in Europe, is grappling with inefficiencies in its Meeting Facilitation processes.

Read Full Case Study

Telecom Meeting Management Strategy in North American Market

Scenario: The company, a mid-sized telecom provider operating in the North American market, is grappling with ineffective Meeting Facilitation/Management.

Read Full Case Study

Telecom Meeting Facilitation Enhancement

Scenario: A multinational telecom company is facing difficulties in its internal Meeting Facilitation processes across various departments.

Read Full Case Study

Efficient Meeting Management for Life Sciences Firm in Biotechnology

Scenario: A globally operating biotechnology company is struggling with inefficient meeting management across its various departments, leading to prolonged decision-making processes and suboptimal cross-functional collaboration.

Read Full Case Study

Strategic Meeting Facilitation for Maritime Industry Leaders

Scenario: A maritime firm specializing in international shipping operations is facing challenges in effective Meeting Facilitation.

Read Full Case Study

Streamlined Meeting Management for Luxury Brand in Europe

Scenario: A European luxury fashion house is struggling with inefficient and unproductive meetings, which have become more frequent and are perceived as a drain on employee time and company resources.

Read Full Case Study

Efficient Meeting Facilitation for Education Sector

Scenario: A higher education institution is struggling to manage and facilitate the increasing number of cross-departmental meetings required to operate effectively.

Read Full Case Study

Strategic Meeting Management for Specialty Retailers in North America

Scenario: The organization, a specialty retailer in the North American market, faces challenges in managing its cross-functional team meetings effectively.

Read Full Case Study

Meeting Management Enhancement in Aerospace

Scenario: The organization is a major player in the aerospace industry, which is grappling with inefficiencies in its Meeting Management processes.

Read Full Case Study

Executive Meeting Efficacy Enhancement in Life Sciences

Scenario: The organization operates within the life sciences sector and has been grappling with suboptimal outcomes from its senior leadership meetings.

Read Full Case Study


Explore all Flevy Management Case Studies




Flevy is the world's largest knowledge base of best practices.


Leverage the Experience of Experts.

Find documents of the same caliber as those used by top-tier consulting firms, like McKinsey, BCG, Bain, Deloitte, Accenture.

Download Immediately and Use.

Our PowerPoint presentations, Excel workbooks, and Word documents are completely customizable, including rebrandable.

Save Time, Effort, and Money.

Save yourself and your employees countless hours. Use that time to work on more value-added and fulfilling activities.




Read Customer Testimonials



Download our FREE Organization, Change, & Culture, Templates

Download our free compilation of 50+ slides and templates on Organizational Design, Change Management, and Corporate Culture. Methodologies include ADKAR, Burke-Litwin Change Model, McKinsey 7-S, Competing Values Framework, etc.