10 Steps to Successful Facilitation

Step 2

Plan the Facilitation Session

Overview

• Understand the goals of the meeting.

• Create an audience profile.

• Prepare an agenda.

• Set up meeting logistics.

• Assign pre-work.

Now that you understand what facilitators are, it’s time to explore how they prepare for what they do. Before the meeting even begins, facilitators are responsible for understanding its goals, assessing the needs of the group, planning and structuring the best activities, and setting up meeting logistics. We’ll look at each of these tasks one at a time.

Understand the Goals of the Meeting

When an opportunity to facilitate a meeting arises, spend some time up front to gather information that will help make the meeting successful. This includes having a conversation ...