You must consider these three questions before you take on the role of session leader for any meeting or workshop.
Prompted by “Three (Incredibly Simple) Questions The Most Successful People Use To Change The World,” Forbes contributor Mike Maddock published an article that could have been cut and pasted (figuratively) from the MG RUSH Facilitation Reference manual. Indeed, to lead a successful meeting, these three questions (slightly modified) should be considered for every meeting or workshop before the meeting begins, especially when you are the session leader.
Before the Meeting You Must Know — What is the deliverable?
(Forbes: What’s the outcome I want?)
Start with the end in mind. What does DONE look like? Where are you going? How do you know when you get there? For meetings, our focus is clearly on output (i.e., a thing) rather than outcome (ie, a new condition) since we are typically unable to generate new outcomes before the meeting ends. We can however create the input required to catalyze new outcomes, and that is the purpose of the meeting.
#2 You Should Know — What are the problems and challenges I foresee?
(Forbes: What stands in my way?)
Emphasizing the importance of thorough preparation and interviewing your participants in advance, your preparatory time should be stressed when collaboration is required or consensus is absolutely necessary. What people, issues, or components of the culture are going to get in the way of collaboration and consensus? Your answers will yield the insight necessary to build optimal agendas and activities for each specific meeting situation.
You Could Know #3 — Who has already created this type of deliverable?
(Forbes: Who has figured it out already?)
Chances are, you are not the first session leader in the history of mankind to confront your type of deliverable and situational challenges. Find others who have already done it. The manager of one MGRUSH FAST alumnus calls it, “Once stolen, half done.” Focus on others within your own organization through formal networks like a Community of Practice (CoP) or Community of Excellence (CoE) and informal relationships and friendships. Learning from the experience of others will jumpstart your chances of success, so please do not be shy about asking for help.
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Don’t ruin your career by hosting bad meetings. Sign up for a workshop or send this to someone who should. MGRUSH workshops focus on meeting design and practice. Each person practices tools, methods, and activities every day during the week. Therefore, while some call this immersion, we call it the road to building high-value facilitation skills.
Our workshops also provide a superb way to earn up to 40 SEUs from the Scrum Alliance, 40 CDUs from IIBA, 40 Continuous Learning Points (CLPs) based on Federal Acquisition Certification Continuous Professional Learning Requirements using Training and Education activities, 40 Professional Development Units (PDUs) from SAVE International, as well as 4.0 CEUs for other professions. (See workshop and Reference Manual descriptions for details.)
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Terrence Metz, president of MG RUSH Facilitation Training, was just 22-years-old and working as a Sales Engineer at Honeywell when he recognized a widespread problem—most meetings were ineffective and poorly led, wasting both time and company resources. However, he also observed meetings that worked. What set them apart? A well-prepared leader who structured the session to ensure participants contributed meaningfully and achieved clear outcomes.
Throughout his career, Metz, who earned an MBA from Kellogg (Northwestern University) experienced and also trained in various facilitation techniques. In 2004, he purchased MG RUSH where he shifted his focus toward improving established meeting designs and building a curriculum that would teach others how to lead, facilitate, and structure meetings that drive results. His expertise in training world-class facilitators led to the 2020 publication of Meetings That Get Results: A Guide to Building Better Meetings, a comprehensive resource on effectively building consensus.
Grounded in the principle that “nobody is smarter than everybody,” the book details the why, what, and how of building consensus when making decisions, planning, and solving problems. Along with a Participant’s Guide and supplemental workshops, it supports learning from foundational awareness to professional certification.
Metz’s first book, Change or Die: A Business Process Improvement Manual, tackled the challenges of process optimization. His upcoming book, Catalyst: Facilitating Innovation, focuses on meetings and workshops that don’t simply end when time runs out but conclude with actionable next steps and clear assignments—ensuring progress beyond discussions and ideas.