1. Meeting Facilitation: Turn Hate to Love
Presenters:
Julie Hartmann
Repayment and School Servicing Manager, College Foundation Inc.
Fall Conference November 6 - 8, 2017

2. Why do we dread meetings?
Nothing gets accomplished Meaningless conversations; rehashing old topics; boring format Meetings run longer than planned Decisions get made – but nobody remembers what they are Tend to get in the way of ‘real work’
Fall Conference April , 2017

3. Why should we listen to you Julie?
Fall Conference April , 2017

4. Meetings with Intention Require Facilitation:
Time and attention outside the meeting room Defined Rules of Engagement Focus on the overall objectives
Fall Conference November 6 - 8, 2017

5. Facilitation leads to: Focus
Fall Conference November 6 - 8, 2017

6. Outside the Meeting Room: Planning
Effective Facilitation Begins and Ends OUTSIDE of the meeting room
Fall Conference November 6 - 8, 2017

7. Fall Conference November 6 - 8, 2017
Prior to the Meeting
What do you want to achieve with this meeting? Who should be included? Do we need a formal agenda? Do I need to provide anything to the participants in advance? If yes – how far in advance? Do I need to bring any materials to the meeting? Do we need a note taker?
Fall Conference November 6 - 8, 2017

8. Fall Conference November 6 - 8, 2017
Prior to the Meeting
If you are ATTENDING a meeting: What is the goal of this meeting? Do I need to prepare prior to the meeting? Do I need to bring anything with me to the meeting?
Fall Conference November 6 - 8, 2017

9. Fall Conference November 6 - 8, 2017
Rules of Engagement
Effective meetings CANNOT HAPPEN without:
Defined goals
Rules established to meet goal
Meeting ‘leader’
Fall Conference November 6 - 8, 2017

10. Fall Conference November 6 - 8, 2017
Meeting Goals
Discuss something that went wrong, determine how to avoid future situations Plan a future event or future change in process Share information between different functional areas Gather input from a cross-functional team
Fall Conference November 6 - 8, 2017

11. Fall Conference November 6 - 8, 2017
Meeting Rules
Meeting Start and End Time Who gets to speak and when Physical location of meeting attendees Topic of discussion Who gets to make decisions Who is documenting the meeting
Fall Conference November 6 - 8, 2017

12. Fall Conference November 6 - 8, 2017
Meeting ‘Leader’
Facilitates the meeting by: Holding group members accountable to rules and goals Ensuring all team members are heard and accounted for Ensuring the meeting decisions and discussion are documented appropriately
Fall Conference November 6 - 8, 2017

13. Fall Conference November 6 - 8, 2017
After the Meeting
Be sure to: Take notes and share with meeting group Schedule follow-up meetings Solicit feedback from group participants about the meeting Reflect on what worked and what didn’t
Fall Conference November 6 - 8, 2017

14. Fall Conference November 6 - 8, 2017
Points to Ponder:
Effective meeting facilitation often requires time outside of the actual gathering
Clearly defined rules are a ‘must have’
Meeting documentation is essential to avoid ‘repeat meetings’ and wasted effort
Facilitation requires active listening and engagement of all participants
Fall Conference November 6 - 8, 2017

15. Fall Conference November 6 - 8, 2017
Final Thought:
Fall Conference November 6 - 8, 2017

16. Please visit them and let them know how much you appreciate it.
NCASFAA would like to thank our Professional Affiliates for their support.
Please visit them and let them know how much you appreciate it.
Fall Conference November 6 - 8, 2017