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First Class Facilitation

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An instructor-led classroom workshop that includes mini-lectures, assessments, discussions, case studies, and interactive exercises designed to improve the quality, delivery, and impact of participant’s meeting management and facilitation skills. The six-step First-Class Facilitation and the Successful Meetings model form the basis for this workshop.

Learning Objectives

  • Improve expertise in meeting management and facilitation through practice
  • Use Rational Tool to resolve problems or situations
  • Increase listeners' perceptions of the facilitator's credibility by understanding target audiences and preparing event agendas with a focus on the needs and concerns of each audience
  • Realistically assess the impact of one's communication efforts on other people employing observation, diagnosis and intervention as required
  • Plan how to reinforce learning

Topics & Content

  • Characteristics of a good meeting manager and facilitator
  • The First Class Facilitation model
  • Successful meetings model
  • Communication strategies to enhance participant effectiveness in all facilitation responsibilities
  • Rational Tools to manage specific types, build consensus and make decisions
  • Receive feedback on performance

Course Information

Course Code: PD202
Duration: 2 days
Targeted Audience: This course is ideal for all personnel in the private or public workforce at any level whose responsibilities include meeting management and facilitation.

  • CBRN - 14 CEU(s)
  • OPM - 14 CLP(s)
  • PMI - 14 PDU(s)
  • SHRM - 14 PDC(s)

Course Feedback

What parts of the workshop were most valuable and/or beneficial to you?

Objection types, alternative work schedules.

Group discussions.

First-half discussing emotional intelligence and anticipating pushback from employees.

Presentation was directed solely to CC - not just "sales" in general

Idea exchange, objection discussion.

Discussion guide, meeting outline, in-depth on services offered.

Hearing what other TMPs are doing and their approach to telework, smart benefits, and meetings.

Emotional intelligence, six objections, negative business impacts.

Sharing ideas, objectives, etc.

The exercises were enjoyable and entertaining. It's always nice to see best practices in real time.

Hearing the experiences of other outreach reps and strategies they have used in meetings and sales strategies.

Emotional intelligence - always go on with game plan, but curbed to "reaction" from attendees.

Hearing from other TDM professionals.

Putting a different perspective on the employer outreach program.

The presentation and role-playing. Very interactive.

Group sharing their various experiences.

Group participation activities.

Listen to others' objectives.

The time Gail took to actually research and understand TDM! Most presenters have not bothered!!

Being able to share information with other representatives regarding different challenges.

Most valuable is learning how to deal with objections from clients and how to always add value.

Group discussions and sharing of best practices.

Empathy, objections, getting people to open up and tell us what their interests and concerns are.

What improvements should be made to the workshop?

Gail did a fine job. We work in a very niche business and it's hard to focus on just sales.

One half day - thanks for shortening, day commute home is terrible at four o'clock.

Timing - it's hard to plan for a full day of material. The pre-training link didn't work for me.

More role-played meetings by experienced reps.

None. Great how it is!

Good, great workshop, but could probably be done in less time.

Not everyone deals with companies but individuals, information on adjusting material to deal with individuals.

Please be more accurate with the scheduled time for these trainings. If it's only going to 2 PM, it should be indicated training is 9-2:00 PM.

Maybe holding outside if the weather is nice.


We don't really need high level information, since we are all pretty savvy. More discussion of specific programs would be helpful.

Stick to the time committed. This was again not a full day workshop. More group sharing, keep it open discussion.

More group sharing of best practices, real case studies and less of telling us about products we use.

Allow a forum where representatives are allowed to share their experience, tips and concerns.

I would like to see more detail/breakdown on the tax credit.

Shorten the time.

Good as is!


Maybe exclude delving into products slides.

Gail was great! Materials are often high level and don't dig deep enough to be helpful to various regions.

Comments and suggestions for the facilitators

For someone who does not have a background in TDM sales, Gail is very well versed in TDM programs, language and selling practices.

I enjoyed her presentation and appreciate she did her homework on us!

She was great! TMD is complicated so she tried to get her research in, really great.

Gail was very knowledgeable. Kept a nice pace. Presented the information well.

Great job learning names!

More opportunities for group discussion and conversations among outreach reps.

More detailed or in-depth training, i.e., more examples or role-play with empathy.

Thank you for keeping things moving and being flexible of group needs and safe track.

Thanks for putting up with me.

Survey of attendees should be done further in advance.

Imagine that a coworker asks: what was the workshop like for you? How will you respond?

Poorly timed because of Safetrack but was one of the better training events.

It's difficult to engage people on so many different levels, yet this presenter had a little something for everyone on the buffet.

Informative, enthusiastic group, excellent food, wealth of experience from attendees.

A little boring at times, but overall, informative and helpful! I would attend again.

Fun way to learn how to manage meetings. Very informative.

Sharing of ideas was beneficial.

The workshop was informative and fun.

Great! Always helpful hearing other thoughts from people in our industry.

It was thorough and well thought out but challenging in a good way.

Enjoyable and informative!

It was informative and worth their time if they have an opportunity to attend in the future.

We all work in different regions and promote our localities or programs more than or equal to commuter connections, so it was more high level than specific.

Instructor was helpfu. Trainings often feel like college lectures. It would be helpful to focus on "best practices" and more slowly, less professional development.

Participate if you haven't been to one before.

It was an interactive workshop.

Very informative.

Interactive workshop on empolyer outreach techniques in the DC Metro region.


Good use of my time. A good opportunity to learn with and from my peers.

Learn different ways to address the person you didn't know you were meeting with!

Contact us to find out when and where the course(s) you are interested in are being offered.