Table of Contents
Preface
Introduction
TABLE OF
CONTENTS
Part
1 (Chapters 1 to 7):
Building the Foundation for Shared Decision Making
Chapter
1: Goals and parameters of shared decision making
Defining the goals of corporate
decision making
Defining your vision of shared decision
making
Choosing between four decision making
models
Using SDM parameters to make collective
decisions
Chapter
2: The many hats of a facilitator
The facilitator as an advocate
The facilitator as a balancer
The facilitator as a battery needing
a boost
The facilitator as a breath of fresh
air
The facilitator as a confidant
The facilitator as a consultative
leader
The facilitator as a coordinator
The facilitator as a delegator
The facilitator as a diplomat
The facilitator as an eternal optimist
The external facilitator
The facilitator as a healer
The facilitator as an inventory
keeper
The facilitator as an island of
sanity
The facilitator as a mediator
The facilitator as a mistake maker
The facilitator as a motivator
The facilitator as a negotiator
The facilitator as a quitter
The facilitator as a realistic visionary
The facilitator as a sheep herder
The facilitator as a spokesperson
The facilitator as a succession
planner
The facilitator as a voting member
The facilitator as a vulnerable
human being
Chapter
3: Negotiating your mandate, workplan and resources
Negotiating your group's mandate
Preparing your group's workplan
Establishing your resource requirements
Chapter
4: Selecting, orienting and nurturing your team
Determining the desired makeup of
your team
Determining the desired size of
your team
Attracting good talent to your team
Selecting your team members
Orienting your team members
Learning about your team members
Nurturing your team
Assessing your team
What to do if you inherit an imperfect
team
Starting a quiet corporate revolution
Working with external consultants
Chapter
5: Defining your team's rules of engagement
What rules of engagement are and
why they are important
How rules of engagement can be entrenched
Establishing accountability in decision
making
Establishing the supremacy of collective
interests
Conflict of interest (COI) guidelines
Confidentiality guidelines
Parameters of formal voting
Chapter
6: Establishing your team's ethics and culture
Affirmations about accountability
Affirmations about being in the
forefront
Affirmations about communicating
Affirmations about conflict resolution
Affirmations about due diligence
Affirmations about empowerment of
individuals
Affirmations about enjoying work
and having fun
Affirmations about fairness and
equality
Affirmations about honesty
Affirmations about integrity
Affirmations about listening
Affirmations about objectivity
Affirmations about respect and sensitivity
Affirmations about risk taking
Affirmations about team work
Affirmations about transparency
and access to information
Chapter
7: Building relationships with stakeholders
Identifying your stakeholders
Identifying the risks of poor stakeholder
relationships
Establishing the benefits of good
stakeholder relationships
Cautions about stakeholder consultation
Building the relationship with your
boss
Building relationships with other
stakeholders
Evaluating relationships with stakeholders
Repairing a dysfunctional relationship
with a stakeholder
Part
2 (Chapters 8 to 18):
Making meetings work
Chapter
8: The ten key ingredients of a successful meeting
Clarity of mandate, purpose, issues,
and process
Participation protocol and etiquette
Productivity and forward movement
Flexibility and creative thinking
Quality discussions and decision
making
Openness, listening and collaboration
Balance, inclusion and equality
Shared responsibility
Variety and a light touch
Logistical support
Using the ten key ingredients as
assessment tools
Chapter
9: Planning a meeting
General planning principles
Every participant's checklist
Meeting facilitator's checklist
Planning coordinator's checklist
Return on investment (ROI) master's
checklist
Timing master's checklist
Agenda master's checklist
Logistics master's checklist
Invitation master's checklist
Report writer's checklist
Presenter's checklist
Script master's checklist
Minute taker's checklist
Variety master's checklist
Boss's checklist
Mentor's checklist
External consultant's checklist
Guest or observer's checklist
Chapter
10: Preparing to launch a meeting
Every participant's checklist
Meeting facilitator's checklist
Logistics master's checklist
Presenter's checklist
Greeting master's checklist
Minute taker's checklist
Chapter
11: Launching a meeting
Facilitating an on-time start
Opening remarks
Explaining the parameters of the
meeting
Establishing support for the agenda
A warm-up activity
Chapter
12: Steering a meeting to its destination
Sharing the stewardship
Managing the overall agenda
Managing time in a meeting
Managing issues in a meeting
Managing people in a meeting
Chapter
13: Pulling your weight in a meeting
Staying alert
Exercising due diligence
Lining up to speak
Communicating
Listening
Asking questions
Thinking
Making presentations
Answering questions
Converting negativity into affirmative
needs
Giving and receiving feedback
Celebrating successes
Off-line interactions and consensus
building
Helping out
Managing your hot buttons
Asserting yourself without getting
angry
Turning failures into learning opportunities
Taking minutes
Chapter
14: Landing a meeting
Chapter 15: Post meeting activities
Preparing and circulating the minutes
Taking follow-up actions
Analyzing the meeting
Using meeting assessment checklists:
The 6 Ws
Chapter
16: Virtual meetings
Advantages and disadvantages of
virtual meetings
General tips for virtual meetings
Building consensus by correspondence
Building consensus by teleconference
calls.
Building consensus by videoconferences.
Building consensus by electronic
meetings
Chapter
17: Contentious Meetings as Opportunities
Identifying the causes of controversies
Identifying the costs of poorly
managed controversies
Identifying the benefits of well
managed controversies
Reducing the occurrence of controversies
Detecting controversies at an early
stage
Preventive and proactive planning
for contentious meetings
Issue management tools for contentious
meetings
Process management tools for contentious
meetings
Chapter
18: Troubleshooting Guide
Diagnosing meeting ailments
Principles for curing meeting ailments
Curing facilitation ailments
Curing agenda ailments
Curing time management ailments
Curing commitment level ailments
Curing protocol and etiquette ailments
Curing discussion quality ailments
Curing logistics ailments
Benefiting from incurable meeting
ailments
Appendices:
Case studies
Appendix 1: The auto rental company
Appendix 2: The public park policy
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