MG RUSH 750 Board Meeting Management

Board Meeting Management (750), our compressed, two-day course, will help you conduct substantially more effective meetings, including:

  • Board meetings and committee meetings

  • Change management retreats

  • Executive retreats

  • Strategic planning retreats

Meetings may inform but are best used to deliver up decisions and plans. Our curriculum focuses on building consensus around complex decisions and creating clear plans, where the term ‘plan’ is defined simply as “WHO does WHAT.”

We provide graduate-level training on how to organize and structure your board meetings and retreats so that you get more done, faster.  What are your current impediments?


Our curriculum addresses most of the recurring problems with Boards of Directors such as:

  • Diversity
  • Engagement
  • Facilitation
  • Governance
  • Leadership
  • Methodology
  • Micromanagement
  • Recruitment
  • Structure of meetings 


Specifically, our customizable agenda begins with professional and certified standards such as:

Launch Activities

  • Controlling operational definitions; e.g., “consensus”
  • “Nobody is Smarter than Everybody”—capacity of teams and power of change
  • Consensus—the natural sequence of thoughts, words, and deeds
  • Trivium—thoughts (WHY), words (WHAT), and deeds (HOW)
    • Exercise—expectations using break-out teams and creativity tool

Leadership Consciousness

  • Groups versus teams—roles, titles, and egos
  • Meeting leadership and characteristics—facilitator versus methodologist
  • Project, program, and business unit goals—holarchial alignment
    • Exercise—what does ‘DONE’ look like?

Facilitation Competence

  • Facilitation skills—group focus by removing distractions:
        • Presenting and communicating—substance over style, verbal disfluencies
        • Questioning—preparation, rhetorical precision, and sequencing
        • Active listening—contact, absorb, reflect, and confirm
        • Challenging—teaching participants how to make their thinking visible
        • Neutrality—content versus context
        • Neutrality mitigation methods
  • The ways people think—patterns of perception:
        • Cognitive biases and social styles
        • Application of E-Colors® and similar personality typing indicators
        • Groupthink and the voting fallacy
    • Exercise—intervention challenges and devices
  • Opportunity through conflict—keeping conflict constructive
  • Managing discrete personality types and keeping discussions on task:
        • Ground rules, non-verbal tips, and other interventions
        • Special treatment—dominators and quiet people
    • Discussion—other personalities and challenges experienced
  • Group personality management: forming, storming, norming, and performing
  • Other areas of conflict—self fears and environmental factors
  • Three methods for resolving arguments while building consensus

Methodological Confidence

  • The differences between structured facilitation and “Kum-Bah-Yah”
  • Helping groups to make more informed decisions:
        • Differences between simple and complex; qualitative and quantitative decisions
        • Avoiding decision-making trap #1—the value of ‘more than one’ right answer
        • Avoiding decision-making trap #2—what to avoid when making group decisions
  • Tool overview, characteristics, matrix, and selection:
        • Ease of use, resource requirements, benefits, and timing
        • ‘Peel the onion’—tools nested within tools:
    • Brainstorming exercise—diverge analyze converge
    • How to get agreement on purpose, definition, and simple prioritization
  • Ideation ground rules and value of using the book-end method
  • What to do if the team cannot agree or a decision is unclear
  • Special tools for your hip pocket:
        • DeBono’s Thinking Hats, SCAMPER, and Changing Perspectives:
    • Exercise: Decision Matrix using bubble charts and multiple dimensions

Practice and Immersion Opportunity

    • Participant led practice sessions—facilitating a meeting (audio-video recorded sessions)
    • Oral student and instructor feedback
  • Extensive three-page evaluation to provide holistic feedback that integrates with each participant’s growth needs, projects, and organizational expectations


Our curriculum covers the agenda and tools for significant events including:

  • Agenda concepts—building a reusable approach (ie, annotated agenda)
  • Introduction—seven activities that are a MUST for every meeting/ workshop
  • Review and wrap—four activities that are a MUST for every meeting/ workshop
  • Agenda construction (basics)
    • Simple versus annotated agenda demonstration
    • Participants package (ie, pre-read) demonstration
    • Meeting notes (an actual four-hour workshop) demonstration
  • Committee activities and events
    • Communications plan
    • Knowledge transfer and transitioning
    • Meetings
    • Program development
    • Retreats
    • Revenue development


Successful completion of this intense class provides our MG RUSH-based Certification in Board Meeting Management and qualifies for 1.6 Continuing Education Credits (CEUs).

Private Classes are $1,250 per person.

Enquire about discounted pricing for groups of 15 or more and Non-profit Organizations