Effective Meeting Planning and Facilitation. 6 PDUs

This practical course equips professionals with skills to design, facilitate, and conclude results-oriented meetings

Effective Meeting Planning and Facilitation training course is designed for business analysts, product owners, project managers, and aspiring professional facilitators to build a toolset and skillset needed to design and steer a meeting of any kind: from simple on-line catch-ups to complex hybrid townhalls.

We will study the stages of a meeting, learn the facilitation cycle, explore techniques for different meeting activities, and be prepared to keep a meeting on track when things go wrong.

What You Will Learn

• Core Facilitation Principles: Understand the role of a facilitator, the phases of the facilitation cycle

• Outcome-Driven Agenda Design: Move meeting agendas from open-ended "topics to discuss" to "outcomes to reach”.

• Session Mechanics & Exercises: Prepare effective warm-ups, decision-making, innovation and problem-solving activities, learn how requirements elicitation may work, facilitate break-out sessions, and refresh your presentations with immersive exercises like gallery walks

• Cross-Format Logistics: Plan room setups, breakouts, and logistics across in-person, virtual,, and hybrid environments to ensure equal participation.

• Group Dynamics: Address disruptive dynamics, including managing the HiPPO (Highest Paid Person's Opinion), drawing out silent participants, keeping the conversations on track, and remediating conflict

• Psychological Safety: Establish ground rules, apply "Parking Lots" for out-of-scope ideas, build psychological safety.

You will get exposure to the theory and practice of facilitation and will ensure your meetings are the ones people will love turning up to.

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This course is endorsed by the International Institute of Business Analysis™ (IIBA®) and qualifies for 6 professional development units for the purposes of certification.

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This course will offer

1. Actionable frameworks spanning pre-session planning, facilitator agendas, live group navigation, and post-session follow-ups.

2. Repeatable templates and best practices for session design

3. Best practices for shared digital workspaces, visual mental models, and attention management in digital and hybrid settings.

4. Ready-to-use verbal prompts and protocols to keep the collaboration going.

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This course forms a part of Analyst’s Corner Business Analysis Capability Ladder - a structured multi-step approach to building strong business analysis skills and expertise.

It consists of 4 distinct rungs tailored to people at different stages of their professional lifecycle:

• Foundation: Learn the ropes of business analysis | Build the baseline for professional career

• Progression: Deepen your analysis expertise | Scale your toolkit and analytical rigour

• Specialisation: Develop strategic specialisms | Cultivate niche expertise in high-value domains

• Leadership: Gain authority and leadership | Lead business analysis for your team or organisation

Each rung consists of multiple training courses and an assessment; finishing the whole Ladder provides the depth of practical knowledge that rivals traditional academic BA programs.

This course is one of the courses on the Foundation rung.

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Note: Analyst's Corner is an Endorsed Education Provider™ by IIBA®, which means the materials and references to IIBA® and its publications used in this course are licensed for us to do so. By enrolling in this course you support legal use of intellectual property and contribute to the development of business analysis profession.

Analyst’s Corner is not a regulated academic body or university. Our "BA Capability Ladder" is a proprietary professional development framework focused on practical, high-impact skills based on industry standards and best practices; and is not part of the formal higher education sector.

All the trademarks belong to their rightful owners. Any references to third party products & services or elements of popular culture are done for educational purposes only, i.e. in fair use.