At some point all consultants will be on the hook to lead a senior team meeting. Meetings get such a bad rap now and are perceived as a waste of time either because they lack purpose, focus or exceptional facilitator who is able to draw together and synthesize disparate perspectives.
A key way that you can establish your credibility as a consultant and offer tremendous client value is through the process you use to get a senior team "singing off the same song sheet."
Any issue or challenge that they face as an organization can be better dealt with if they have a neutral and trained facilitator to guide the process and integrate participants' perspectives.
Follow these five steps to creating a great meeting agenda for your next executive work session or team retreat.
During this meeting find out three things:
During these conversations, find out:
Want a free meeting agenda template that I use with my executive clients? Click here to download it now.
Meet with your client to review the agenda to ensure:
You and your client will want to send out an email or voice mail to all participants so that they are well prepared mentally for the meeting. This communication should include:
What you do NOT want to do is to send out the process flow that you have created. They do NOT need to the process or activities you have planned in detail because there is a chance you will change them real time.
There's a couple of places you might get stuck - not knowing how to handle the meeting if the conversation goes off the rails or how to deal with resistant participants (including those who are superficially compliant or silent.)
Want a template that I use with my executive clients when designing senior team and board meeting agendas? Click here to download it now.
Want to a business that attracts and impresses senior leaders? Schedule a free intro call and we'll give you some ideas on how we can help you create a business platform that positions you as a sought-after expert for executives.
Sign up to receive my weekly email with the latest blog posts, marketing and mindset tips, consulting/coaching best practices and freebies!
Enter your deets below and we'll share with you behind-the-scenes secrets and actionable ideas and inspiration...just for consultant and coaches who want to make money and a difference, doing what they love.