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    Helpful Hints for Effective

    Meetings

    New Hanover County Schools

    Betsy Stanwood

    Revised Fall 2006

    Additional input fromDebbieStout

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    Desired Outcomes

    Introduction to meeting facilitation

    techniques

    Introduction to basic mediation

    strategies

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    Effective meetings

    What do effective meetings include?They should include:

    Meeting facilitator

    Meeting agenda

    Appropriate physical environmentMeeting checklist: Review for preparation

    Ground rules

    Communication among team members that is respectful ofothers positions on the topic

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    Meeting Facilitator

    What is a meeting facilitator?A meeting facilitator is the person in charge of the meeting. They move

    the meeting along making sure that the focus of the meeting is kept

    and the participants all have opportunities for input & questions

    while keeping communication open, honest, and professional.

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    Meeting Facilitator Roles &

    Responsibilities

    Prior to meeting:Identifies the purpose of the meeting

    Develops the agenda

    Identifies roles for participants

    Obtains an appropriate location for the meeting

    Makes sure all necessary participants are invited to the meeting

    Schedules a pre-meeting with certain participants, if appropriate

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    Meeting Facilitator Roles &

    Responsibilities

    At the meeting:Distributes the agenda

    Makes sure introductions are made & roles are clear

    Establishes ground rules

    Keeps to the agenda

    Assists the group with the process of the meeting

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    Meeting Facilitator Roles &

    Responsibilities

    At the end of the meeting:Summarize actions

    Identifies any next steps

    Sets next meeting date, if necessary

    Thanks the group for their time & participation

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    Techniques Used by Effective

    Facilitators1. Avoid detailed decision making with a large group

    Focus energies on actions that effect the outcomes (stickers vs. stamps)

    2. Move the group to actionsPrioritize, clarify, decide, develop, identify, determine, & complete

    3. Seek & confirm commitmentsEach participant gets a job

    Change observers to doers

    Post actions with names assigned or send follow-up summary

    4. Bring closure to items or discussionsReach consensus

    If agreement to an action is reached, keep it moving

    Coming Together Conference- February 19, 2001

    Dr. Norma Taylor, Assistant Director, Special Education &

    Related Services

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    Techniques Used by Effective

    Facilitators5. Keep everyone involved.

    We have heard from the math & science departments, what do the counselors think?

    Lets hear some comments from this side of the table.

    Mom & Dad, what are your thoughts on this idea?

    Mr. Assistant Principal, we have not heard your thoughts on this yet.

    6. Use an issue bin for noting ideas, suggestions, or concerns not on theagenda (to be addressed at a later time or meeting)

    Great for redirecting people who stay off the topic

    Write it down & move back on trackAvoid asking people to hold that thought for later & bring it up when we are finishedwith this.

    7. Be flexibleChange the agenda if items need to be re-prioritized

    Ask for a 5 minute break

    The train can change tracks after it leaves the depot

    8. Summarize results & follow-up before the ending time

    What did we do?How did we do?

    What needs to happen next?

    *When will we reconvene (if necessary)?

    Coming Together Conference- February 19, 2001

    Dr. Norma Taylor, Assistant Director, Special Education & Related Services

    *Not a part of the original list

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    Meeting agenda

    When do you need to design an

    agenda?Consider designing an agenda when:

    There are controversial issues to resolveThere is an anticipated dispute

    There are a large number of people involved

    There are trust issues among team participants

    There is a complex issue to discuss or resolve

    There is a time crunch

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    Design an agenda

    How do you design an agenda?Consider designing an agenda that includes:

    Date of meeting

    Start time & ending time

    Assigned roles for participants (time keeper, note taker, etc)

    Location

    Purpose of meeting

    Desired outcome for the meeting

    List participants

    Agenda items (Be sure to include introductions & ground rules)

    Participant who is addressing each agenda item listed

    Timeframe dedicated to each agenda item

    Next steps or actions for meeting follow-up

    Participant responsible for each next step/action

    Determination of next meeting (if necessary) as last step

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    Appropriate physical environment

    How do you set up the physicalenvironment?Consider the following when setting up the physical environmentprior to a meeting:

    Privacy with limited distractions during the meeting

    Adequate meeting space including:

    Size of room (not too big but not over crowded)

    Ventilation

    Lighting

    Temperature

    Seating

    Equipment & supplies including:Necessary forms

    Pens

    Paper for notes

    Copies of information to be shared

    Seating arrangementStaff mingled among other participants (not parents & their advocate on one side of table& staff on the other side)

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    Meeting checklist: Review for

    preparation

    What kinds of things should be on a meeting checklist that you

    review for preparation for a meeting?

    These are the types of things that should be on the meeting checklistProvide adequate notice of the date, time, place, & purpose of the meeting

    The purpose of the meeting is clear

    Meeting has clear beginning & ending times (The ending time is changed only with

    consent of the entire team.)Roles are clarified at the beginning of the meeting

    Team members are prepared for the meeting (Bring data, educational records, progress

    reports, other assessments, probes, work samples, etc.)

    The room & seating arrangements support the meetings purpose

    Decision making procedures are clear for all team members

    Working agreements are clear & affirmed by all team members

    All participants are involved & contribute fully

    The real issues are raised & dealt with honestly (Different points of view are encouraged &

    valued)

    A clear written record is kept which summarizes all decisions made

    The meeting ends with a process evaluation

    The group assigns accountability & establishes action items; everyone leaves with a clear

    understanding of who will do what by when to follow through on meeting agreements

    Communication avenues (who to ask which questions) are clarified

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    Ground Rules

    For long meetings or multiple

    meetings situation:Ground rules are usually determined by the group through a

    brainstorming/listing process. These are recorded & posted.

    For short meetings:The facilitator might present rules & ask the group for additions

    or deletions.

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    Ground RulesWhat other things should be considered inestablishing ground rules?Consider these notes:At the outset, let people know what you hope to accomplish in the allotted time. Eventhough the agenda is printed and distributed, it will help to restate the objective in yourown words.

    At the outset, let people know at what time in the meeting you plan to revisit progresstoward the meeting purpose and have the team decide to continue with meeting past

    agreed ending time or identify a second meeting date.Meetings have different formats, each of which suggests a set of ground rules.

    For example,there are no bad ideas in brainstorming sessions, and speakers may or may not be permitted tointerrupt one another. Participants should understand whether they are expected to contributeto the conversation, or just listen. If you set clear ground rules at the beginning, it will be easierto keep the meeting on track.

    To avoid interruptions, put telephones on "do not disturb" and turn off mobile phones orset to vibrate.

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    Sample Ground Rules

    Start on time/end on time

    Stay on task

    Honor facilitators requests

    Listen to each other (one person talks at a time)

    Open, honest communicationThere are NO dumb questions

    Accept others comments without judgment

    Discussion is confidential

    Additional sample ground rules are listed in Sample ground

    rules links at end of this PowerPoint.

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    Communication Among Team

    Members that is Respectful of

    Others Positions on the TopicBe a Vibeswatcher:

    1. Pay attention to nonverbal communication, such as:Body language

    Facial expressions

    Side conversationsPeople interrupting each other

    2. Pay attention to verbal communications, such as:Making judgmental statements

    Making global all or none kinds of statements (we never do that)

    Making personal attacks or accusations ( meeting facilitator should use

    reframing to get at the underlying legitimate issues or concerns)Making unclear statements (meeting facilitator should question team

    member further for clarification)

    Lets see. Yes,

    they are smiling

    and shaking

    hands.

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    Techniques that Dissolve

    Communication

    OrderingYou must

    You have to

    You will

    Focusing on Self

    Listen to my problem

    Nothing is as bad as I have it

    LecturingHere is why you are wrong

    Do you realize

    Preaching

    Its your duty to

    You should

    You ought to

    DenyingI dont see anything wrong

    There is no problem

    Laying Blame

    She is the reason for the trouble

    Its your fault

    Threatening

    If you dont, then

    You had better or else

    JudgingYou are just crazy

    You have no ethics

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    What Do You Think?Look at this picture.

    List or discuss thethings you observe

    the mediator

    (meeting facilitator)

    doing that are poor

    meeting facilitation

    behaviors.

    Just a few observations!

    Talking on phone while

    meeting in progress

    Eating

    Leaning back in chair

    Feet on table (too casual)

    Allowing arguments

    Allowing crying

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    A Meeting Gone Wrong

    What kinds of things can happen to make ameeting go wrong?

    Consider these thingsSomeone says to a parent:

    We cant do

    We dont do We never do

    We only do

    We dont believe in

    No student gets more than

    It would cost too much to

    It would take too much

    I have 25 (30) other students in my class so

    You should put your child on medication or

    I believe it is willful behavior

    Staff unprepared for meeting

    Staff in disagreement with each other during meeting (should the teamhave had a pre-meeting?)

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    Unreasonable Requests

    What if a member or parent seemsunreasonable?

    Consider responding with one of the following questions:Where did you hear about that? Could you provide me with a copy or

    give me the source so that we can gather more information?Are you using that at home?

    Do you have data on that? Can you get us information?

    Which IEP goals (objectives) do you see that addressing?

    How do you envision it being implemented?

    Have you seen progress in this area?

    Have we described what were doing in the program were using?What part (s) of the IEP/IAP/Interventions do you agree areappropriate?

    Are you familiar with our process for determining ?

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    Out of the Box Thinking

    Think of one

    meeting you

    have

    participated inas a team

    member and

    the team came

    up with an

    innovative idea

    to resolve the

    issue.

    Weencourage

    our teams to

    think outside

    of the box

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    Other Effective Meeting

    Strategies

    Using consensusWhat is consensus?

    A general agreement reached through open communication,

    understanding opposing views, consideration of alternatives in an open

    & fair environment & shared commitment to the decision reached. Thefocus is on unanimous commitment instead of unanimous agreement.

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    Other Effective Meeting Strategies

    Using conflict resolution strategiesWhat is conflict and what are sources of conflict?

    Conflict is a controversy, disagreement, or opposition. It is the

    natural tension that arises from different perspectives.

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    Sources of Conflict

    What are some sources (causes) of

    conflict? ExpectationsBroken Promises

    Incompetence

    Lack of Quality

    ResourcesTime

    Money

    Personnel

    Space

    ValuesPriorities

    Perceptions

    Styles

    PersonalStanding on Principles

    Inner Conflict

    Unmet Needs

    The JCA Mediation Model 1995Justice Center of Atlanta

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    Dynamics of Conflict

    What happens if conflict goes

    unresolved?Feelings intensify

    Positions hardenDehumanizing occurs

    Desire to punish emerges

    Communication Deteriorates

    The JCA Mediation Model 1995

    Justice Center of Atlanta

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    Other Effective Meeting Strategies

    Formal & Informal Mediation

    Informal Mediation

    An informal, voluntary process intended to

    resolve conflicts, without resorting to

    arbitrationor litigation, by using an

    impartial third partyto facilitate an

    agreement .

    Third party (liaison, administrator, etc)

    attend meeting to assist in facilitating

    resolution of issues

    Third party (liaison, administrator, etc)

    assisting in facilitating communication

    between parties

    Facilitated IEP

    Formal Mediation

    Mediation is an act ofbringing twostates, sides or parties in a

    dispute closer together toward

    agreement through alternative

    dispute resolution (ADR), a

    dialoguein which a (generally)neutral third party, the mediator,

    usingappropriate techniques,assists two or more parties to help

    them negotiatean agreement,

    with concrete effects, on a matter

    of common interest.

    Court mandated mediation

    Mediation Center

    http://www.investorwords.com/249/arbitration.htmlhttp://www.investorwords.com/4963/third_party.htmlhttp://en.wikipedia.org/wiki/Alternative_dispute_resolutionhttp://en.wikipedia.org/wiki/Alternative_dispute_resolutionhttp://en.wikipedia.org/wiki/Dialoguehttp://en.wikipedia.org/wiki/Third_partyhttp://en.wikipedia.org/wiki/Negotiationhttp://en.wikipedia.org/wiki/Negotiationhttp://en.wikipedia.org/wiki/Third_partyhttp://en.wikipedia.org/wiki/Dialoguehttp://en.wikipedia.org/wiki/Alternative_dispute_resolutionhttp://en.wikipedia.org/wiki/Alternative_dispute_resolutionhttp://www.investorwords.com/4963/third_party.htmlhttp://www.investorwords.com/249/arbitration.html
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    Language of Resolution

    Techniques

    What are some mediation techniques

    that help resolve conflict?

    Statement Purpose How To Do Example

    Encouraging To conveyinterest; to keep

    the other party

    talking

    Dont agree ordisagree; use

    neutral words

    Can you tell memore?

    ClarifyingTo get more

    information; to help

    the speaker see

    other points of view

    Ask questions When did this happen?

    Flip SidesTo show you are

    listening; check your

    interpretations

    Find positive

    from negative

    statement

    You wish he were

    more helpful?

    Reflect FeelingsTo show understanding

    of how one feels; to

    help party evaluate

    his/her feelings

    Reflect a persons

    basic feelings

    You seem very

    angry.

    The JCA Mediation Model 1995Justice Center of Atlanta

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    The most important thing in

    communication is to hear what isn't

    being said.

    Peter Drucker(1909 - 2005)

    http://www.quotationspage.com/quote/32975.htmlhttp://www.quotationspage.com/quote/32975.htmlhttp://www.quotationspage.com/quote/32975.htmlhttp://www.quotationspage.com/quotes/Peter_Drucker/http://www.quotationspage.com/quotes/Peter_Drucker/http://www.quotationspage.com/quotes/Peter_Drucker/http://www.quotationspage.com/quote/32975.htmlhttp://www.quotationspage.com/myquotations.php?add=32975http://www.quotationspage.com/quote/32975.htmlhttp://www.quotationspage.com/quote/32975.htmlhttp://www.quotationspage.com/quote/32975.htmlhttp://www.quotationspage.com/quote/32975.html
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    Resources

    Resources & Linkshttp://www.gsanetwork.org/resources/pdf/Meetings.pdf

    http://www.reclaiming.org/resources/consensus

    /blakey.htmlhttp://web.mit.edu/hr/oed/learn/meetings/art_basics.html

    http://web.mit.edu/hr/oed/learn/meetings/art_agenda.html

    http://www.salary.com/advice/layouthtmls/advl_display_nocat_Ser265_Par384.html

    The JCA Mediation Model 1995, Justice Centerof Atlanta, Inc.

    http://www.gsanetwork.org/resources/pdf/Meetings.pdfhttp://www.gsanetwork.org/resources/pdf/Meetings.pdfhttp://www.reclaiming.org/resources/consensus/blakey.htmlhttp://www.reclaiming.org/resources/consensus/blakey.htmlhttp://web.mit.edu/hr/oed/learn/meetings/art_basics.htmlhttp://web.mit.edu/hr/oed/learn/meetings/art_basics.htmlhttp://web.mit.edu/hr/oed/learn/meetings/art_agenda.htmlhttp://web.mit.edu/hr/oed/learn/meetings/art_agenda.htmlhttp://www.salary.com/advice/layouthtmls/advl_display_nocat_Ser265_Par384.htmlhttp://www.salary.com/advice/layouthtmls/advl_display_nocat_Ser265_Par384.htmlhttp://www.salary.com/advice/layouthtmls/advl_display_nocat_Ser265_Par384.htmlhttp://www.salary.com/advice/layouthtmls/advl_display_nocat_Ser265_Par384.htmlhttp://web.mit.edu/hr/oed/learn/meetings/art_agenda.htmlhttp://web.mit.edu/hr/oed/learn/meetings/art_agenda.htmlhttp://web.mit.edu/hr/oed/learn/meetings/art_basics.htmlhttp://web.mit.edu/hr/oed/learn/meetings/art_basics.htmlhttp://www.reclaiming.org/resources/consensus/blakey.htmlhttp://www.reclaiming.org/resources/consensus/blakey.htmlhttp://www.gsanetwork.org/resources/pdf/Meetings.pdfhttp://www.gsanetwork.org/resources/pdf/Meetings.pdf
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    More Resources

    Sample agenda links:http://www.sife.org/united_states/sife_teams/management_forms/Sample%20Meeting%20Agenda2.doc

    http://www.dhi.org/images/PDFforms/SampleAgendageneric.pdf

    http://web.mit.edu/hr/oed/learn/meetings/agenda.doc

    Sample ground rules links:http://www1.co.snohomish.wa.us/County_Services/Diversity_Council/Information/DCInfo_MtgGroundRules.htm

    http://www.slostateparks.com/general_park_info/hcp/habitats/Rules_of_Procedure.pdf

    http://ais.msu.edu/Internal/ProjectMgt/documents/SampleTeamMeetingGroundRules.pdf

    http://www.sife.org/united_states/sife_teams/management_forms/Sample%20Meeting%20Agenda2.dochttp://www.sife.org/united_states/sife_teams/management_forms/Sample%20Meeting%20Agenda2.dochttp://www.dhi.org/images/PDFforms/SampleAgendageneric.pdfhttp://www.dhi.org/images/PDFforms/SampleAgendageneric.pdfhttp://web.mit.edu/hr/oed/learn/meetings/agenda.dochttp://www1.co.snohomish.wa.us/County_Services/Diversity_Council/Information/DCInfo_MtgGroundRules.htmhttp://www1.co.snohomish.wa.us/County_Services/Diversity_Council/Information/DCInfo_MtgGroundRules.htmhttp://www.slostateparks.com/general_park_info/hcp/habitats/Rules_of_Procedure.pdfhttp://www.slostateparks.com/general_park_info/hcp/habitats/Rules_of_Procedure.pdfhttp://ais.msu.edu/Internal/ProjectMgt/documents/SampleTeamMeetingGroundRules.pdfhttp://ais.msu.edu/Internal/ProjectMgt/documents/SampleTeamMeetingGroundRules.pdfhttp://ais.msu.edu/Internal/ProjectMgt/documents/SampleTeamMeetingGroundRules.pdfhttp://ais.msu.edu/Internal/ProjectMgt/documents/SampleTeamMeetingGroundRules.pdfhttp://www.slostateparks.com/general_park_info/hcp/habitats/Rules_of_Procedure.pdfhttp://www.slostateparks.com/general_park_info/hcp/habitats/Rules_of_Procedure.pdfhttp://www1.co.snohomish.wa.us/County_Services/Diversity_Council/Information/DCInfo_MtgGroundRules.htmhttp://www1.co.snohomish.wa.us/County_Services/Diversity_Council/Information/DCInfo_MtgGroundRules.htmhttp://web.mit.edu/hr/oed/learn/meetings/agenda.dochttp://www.dhi.org/images/PDFforms/SampleAgendageneric.pdfhttp://www.dhi.org/images/PDFforms/SampleAgendageneric.pdfhttp://www.sife.org/united_states/sife_teams/management_forms/Sample%20Meeting%20Agenda2.dochttp://www.sife.org/united_states/sife_teams/management_forms/Sample%20Meeting%20Agenda2.doc
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