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Leading Effective & Engaging Meetings Training

Leading Effective & Engaging Virtual Meetings



    • Learn key tools for confidently conduct and lead effective virtual meetings using the Zoom platform
    • Make virtual meetings stay on track, and have better accountability and follow through
    • Make virtual meetings more productive and engaging
    • To become less frustrated with leading virtual meetings.
    • Learn how to collaboratively generate ideas and make decisions in a group, virtually using Zoom, Google Docs and Mural
    • Learn to use a comprehensive approach used by highly effective professional facilitators

    Participants Will  Learn the Skills to...

    • Effectively plan, conduct and evaluate virtual meetings
    • Know how to start and end a virtual meeting
    • Communicate the purpose and objective of a meeting
    • Know when to have a meeting and who to invite
    • Develop a outcome-focused agenda
    • Understand the variety of virtual meeting structures & processes
    • Facilitate participants for maximum involvement and ownership and get results
    • To how to conduct virtual group ideation (brainstorming) and decision making.
    • Use the tools to ensure greater accountability and keeping track of ideas, decision and actions

    Because Covid-19 there is a need, more than ever, to make your virtual meetings as productive as ever.  This online training will provide you with the skills to lead highly effective and engaging meetings. It will be highly interactive and will be demonstrating many ways to make your virtual meeting more productive.


    Topics may include 

    • How to set and create an effective agenda for a virtual meeting.
    • Selecting meeting roles that make sense.
    • Dealing with difficult situations/people.
    • Keys to getting others to collaborate in the virtual space.
    • Following the 7 important meeting steps.
    • Tools for collectively generating ideas and making good decisions.
    • How to ensure you have better and better meetings.
    • Setting up the meeting room for optimal performance.
    • How to record the output of virtual meetings.
    • Staying in control of the virtual meeting.
    • How to evaluate meetings for continuous improvement.
    • Ensuring follow-up and accountability.
    • Tips and tools for remote meetings



    • Introduction: Framing the meeting: Set expectations and frame the workshop. This includes guidelines and rules of engagement, meeting outcomes/goals
    • Warm-up: Making Connection: Get people "in-the-virtual- room." You will learn several different relevant warm-ups that will get participants ready to engage
    • The Key Activities in Meetings: Establish the three key operations are in meetings and the key reason that most meetings are unproductive.
    • The Meeting Processes: Know and use the meeting process and how it fits into different types of meetings such as problem solving, decision-making, update, etc.
    • Keys to Effective Virtual Meetings: Apply the 7 keys to meeting effectiveness that are guaranteed to improve their meetings over 100%.
    • Agenda Development Assignment with Coaching: Participants will build an agenda for an actual meeting that they will be leading. They will then get guidance and feedback from other participants and the trainer.
    • Tools for Virtual Idea Generation & Decision Making: Here participants will learn several simple-to-facilitate tools for generating ideas and making decisions in groups.
    • Tips for Virtual Meetings: Tips and tools for working with virtual meetings. Learn ways to share information in an engaging and quick way.
    • Action Planning: Demonstrate and learn the key tool for action planning and to ensure principles and tools learned in this program will be applied.
    • Evaluating Meetings: Demonstrate and learn how to continuously improve meetings.
    • Ending Meetings : Learn ways to complete the meeting on a productive and positive note.

    Workbook/Reference Book

    .Workshop participants will receive a workbook that is more of a reference guide. Most everything that is covered in the training is in this workbook. This book is an excellent guide and resource that provides detailed descriptions and "recipes" of meeting concepts and tools/techniques. You will learn how to make your meetings more productive and engaging through:

    Concepts: All of the basic concepts for running effective meetings. It includes:7 keys to effective meetings, the meeting process, room-set-up, meeting roles, dealing with difficult situations, problem solving process, facilitating, 14 Keys to Collaborative Team.pdf, and more.
    Tools: Over 12 tools for running meetings: Includes templates for Agenda Form and action planning, warm ups, idea generation processes, decision making processes and ways to evaluate the meeting.
    Recording: principles for recording ideas and meeting content.
    Leading Effective Meetings

Training Details

Duration:   Two - 1 1/2 Hour sessions

Purpose: No more drain and drudgery of virtual meetings
What: Provide important tools to make virtual meetings more productive and engaging
How: This workshop is highly interactive and productive. We model a great meeting in the training. The training actually runs like a meeting. Participants will experience all the critical meeting activities including planning, framing, warming, focusing, accountability, evaluating meetings and more. 
Where: On-line Zoom platform

Innovation Agility Training: Be A Better Brainstormer

Creativity Training



  • Generate ideas fluently
  • Create ideas that are “out-of-the-box”
  • Look at problems from different perspectives
  • Eliminate mental "kinks" that get in the way of creative though
  • Know your creative process...lots better
  • Know how to “exercise” your creative thinking


  • Your creative process and why knowing this is important
  • Learn the three key creative skills which is the “meat” of the training.  We refer to these skills as the F.F.U. which stands for Fluency, Flexibility and Uniqueness.  
  • Learn the key strategies and tools for each the F.F.U..
  • Explore why you stay in the box - Get your “kinks” out through the Blocks/Unblock Game™
  • Exercise your ability to make connections and sustaining your creative thinking skills
  • Taking It Home: Next steps for ensuring creative thinking in the workplace.


  • Be able to generate more ideas and solution
  • Increase flexibility in ones thinking processes
  • Know how to come up with new ideas easily 
  • Reduce creative blocks
  • Have easy-to-apply strategy and tools to find solutions to problems

Training Details

Duration:    1  1/2 hours   or 4 Hours
Purpose: To develop the 3 key creative thinking skills, and a whole bunch more. To significantly improve one's ability to generate great and creative ideas in less time. To increase problem solving abilities.
What: Highly interactive and fun workshop devoted to achieving increase ability to generate ideas fluently, flexibly and Uniqueness (F.F.U)
How: This workshop is 60% interactive. This workshop is fun and productive. Participants play games designed to exercise the innovative mind
Where: Online

Customer Service Excellence Training: The Ultimate Basic Customer Service Workshop

Customers Service Training

From The Inside/Out

This powerful workshop will give your staff more than just the foundation on providing good internal and external customer service. It will give them the motivation, desire and ownership to satisfy your customers with excellence. That's why we subtitled this workshop "From the Inside/Out."


  • Know why providing good customer service is critical
  • Build a model describing excellent and awful customer service
  • Determine customers' standards for customer service excellence
  • Establish specific behaviors that will assure increased customer satisfaction
  • Use positive words, tone and body language with customers
  • Do five critical behaviors to ensure customers will have a good impression of your business
  • To get "buy-in" and improve ones level of customer service 

Subjects We Cover

  • Responding to the customer promptly and properly
  • Listening actively to customer needs
  • Recognizing and eliminating barriers to satisfying your customers
  • Dealing with difficult and angry customers
  • Solving the customer's problem
  • Greeting customers: smiling, listening, evaluating customer needs and responding appropriately.
  • The impact that great customer service has on the customer as well as themselves

Training Approach: Creating Buy-in

Most training participants know what good and bad customer service is, but they may not provide it in their jobs. They may not have made the mental connection between what they know about customer service and their specific jobs. They also may not be clear on what to do to provide great customer service. Our customer service training provides both the awareness and the clarity that they need to give excellent customer service. Our customer service workshop also creates this awareness by creating "buy-in" with the participants. This is done by having them build their own Customer Service for Excellence Model based on their experience of good and bad customer service. They then gain clarity of what to do in their jobs by creating specific strategies, procedures and "next steps" based on the created Customer Service for Excellence Model. This process will establish good customer service habits in your workplace. The result will be individual plans and tactics for how to work with their customers so that the customers feel that they are well taken care of.

We find that this training approach is far more effective than most customer service training programs. We believe that the way to ensure your customer service agents provide great customer service is to go beyond technique and the "suppose to-dos." Our focus is on getting "buy-in" from the workshop participants and getting their 100% agreement as to what things they can do to create excellent customer service experiences for their customers.

Highly Interactive Format

This workshop is fast-paced, 80% interactive, participatory, and productive. It includes discussions, fun games and quizzes, demonstration and practice, lecturettes, storytelling, role plays, and problem solving.  Participants will be working individually, in small groups and in large groups.

Typical Outline

  • Introduce & Set Expectations
  • Warm-up: What does Customer Service Got To Do With It?
  • Establish How Customer Service is Critical to the Success of the Organization
  • Learn Key Principles of Customer Service: Customer Service Trivia Quiz
  • Establish Key Principles of Fantastic Customer Service: Build Customer Service Model
  • Words Ain't Nothing...Compare to Tone and Body Language
  • Play Customer Service Theatre: 5 Easy Ways to Impress Customers
  • Customer Service Problem-Solving Quiz
  • Define and Establish your Customers' Standards for Excellence
  • What Do We Do Tomorrow? Establishing Customer Service Policy
  • Finding Support To Serve Your Customer
  • Making Commitments for Serving Your Customer with Excellence

Tailored to Your Organization & Needs

Before our training our trainer will spend time getting to know your business and tailoring the training to your business. They will use relevant examples and focus on the type of customer service your staff provides. For example, this training is flexible enough to focus solely on customer service on the phone. So if your business is a service, manufacturer, or retailer the training will fit right in.

Focused on Results

Participants will also be asked to commit to using the new skills/tools by completing our "Commitment Form." 

Long and the Short of It:  8-hour v. the 4-hour

The 8-hour version includes developing a Customer Service Policy that the group collectively creates. This policy includes the specific behaviors needed for each  person to provide great customer service. This makes a powerful workshop even more powerful.  

We also offer a shorter version for Keynotes & Conferences. This  1- to 3-hour version is extremely dynamic and fun. There are lots of interactive activities that focus on the importance of providing great customer service and how to completely satisfy your customer. 

Custom(er) Workbook

At the end of this workshop attendees will create a model of what good and bad customer service is. They themselves will have established principles for providing excellent customer service. Though each group typically comes up with fairly common responses, the wording and perspective are unique to each group. In order to ensure greater buy-in the workbook is handed out after the session and includes their ideas and decisions about establishing excellent customer service. This is what makes this workshop powerful and special. 

It's Easy to Arrange

 It's easy to arrange. Pick a time and place and we will send an expert trainer out to you. Just fill out the request for proposal and we'll do the rest.

Training Details

Duration:  4 hour  to  8 hours
Purpose: To significantly improve your internal and/or external customer service. to bolster your staff’s ability, desire and enthusiasm to serve their internal and external clients/customers responsively and with great care.
What: A series of highly interactive activity designed to light the "fire" under your staff.
Number of people: 5 - 500
Where: Off-site, on-site or virtual

Finding the Solution Training 

Problem Solving Training

Virtual Problem Solving Training

Learn the tools and processes to find the right problem and solution to most any problem. Finding the Solution is a highly interactive and memorable virtual training workshop. The participants will learn specific tools for solving problems. They will develop awareness and understanding of how to use a problem solving process. The focus of this training may be on group or individual problem solving and decision making or a mixture of both.

They will learn how to find solutions using 4 steps:

  • Targeting - Define, prioritize, focus and analyze problems..
  • Idea Generating - Generating ideas
  • Decision Making - Making the best possible decision
  • Action Planning - Ensure that solutions are implemented

Goals for the Problem Solving Training

Participants will be able to...

  • Target the "true" problem
  • Generate and find viable solutions quickly
  • Select the right solution/decision

In a group or individually. Outline

Finding the Solution Outline

  • Why a problem solving process?
  • What is a problem?  Defining the problem
  • Finding the right problem
  • Generating solutions
  • Decision Making Process: Selecting the right solution
  • Applying the Creative Problem Solving and/or Trouble Shooting and/or Decision Making Process

Finding the Solution Work & Recipe Book 

Finding the Solution

The workshop workbook is filled with tools that are recipes for solving most any problem.  We treat this book like most any recipe book when creating a meal. In using a recipe book you pick and choose whichever recipes would suit your needs. Much in the same way, pick and choose the “recipes” in this book that are appropriate for the problem. The participants will learn which "recipes" to select under different circumstances. These recipes are for "rational" problems (a problem as a result of a change) as well as for creative problems (a new situation or opportunity). It is divided up into five sections: 1) The Stages and Tasks of Problem Solving 2) Targeting 3) Idea Generating 3) Decision Making and 5)  Implementing

Your team will be developing solutions and/or making tough decisions collectively and easily!

Training Details

Duration: 1 1/2 hours   or 4 Hours
Purpose: Solve technical or creative problems as a team or individually
What: A 4-step process and the tools that go with each step 

"A problem well defined is a problem half-solved.”
 John Dewey

Leading Ideation Meetings: How to Lead Brainstorming Sessions

Facilitating Ideation Meetings

Make your ideation meetings easy and successful

Guide Ideation, Idea Generation, Brainstorming sessions for...   
  • Product Development
  • Services Development
  • Marketing Strategies & Messages
  • Solutions to Problems

Workshop Goals

Participants will learn how to...
  • Use simple tools and processes for creating a more directed focus in brainstorming meetings.
  • Make ideation sessions more productive - get more ideas in half the time.
  • Make ideation meetings more interesting, engaging and worthwhile
  • Build a dynamic, effective and successful agenda
  • Structure the ideation meeting to ensure the greatest amount of ideas
  • Get more buy-in from meeting participants
  • Learn the Ideation Process

Topics Include

  • Keys and tips on making ideation meetings the best they can be.
  • Keys to accessing the creativity in the group.
  • Getting your participants involved and engaged.
  • Fitting the ideation tools for the appropriate personalities and problem
  • How to lead a brainstorming session including setting up, framing and ending a session
  • How to easily record the output of meetings without trouble.
  •  How to design ideation tools and processes using the ideation grid
  • Facilitating a group including how to stay in control of the meeting
  • The ideation meeting process including focusing, data dumping, incubating, low and high level ideating, selecting and action planning
  • Determining the best from a multitude of ideas 
  • Scaling the process for 5 to 100

Workshop Format

This workshop is highly interactive. The participants collectively create an agenda of a ideation meeting. They will experience all the critical meeting tasks including planning, framing, warming, focusing, "follow-throughing", and evaluating meetings. Each person will be practicing leading brainstorming meetings by conducting a mini-meeting using many of the simple interactive tools we teach them. 

Tailored to Your Needs

This workshop may be tailored to fit your particular needs. 

Workbook for the Workshop

Creative Collaboration

Creative Collaboration: Simple Tools for Inspired Teamwork. This is a recipe book filled with activities designed to get your team's creative juices flowing: from warm-up exercises, ideation tools, and team energizers. Each activity includes a time estimate, needed supplies, suggested group size, and hints and examples for the team leader.We will guide your group to establish the appropriate strategic message for your product or service. Everyone contributes and collaborates. And we are able to extract the wisdom of the group.

Training Details

Duration:   2 to 3 days
Purpose: Develop the skill to lead an extremely productive ideation/brainstorming session. 
How: Looking at all the key elements that make an ideation session successful. 
Number of Participants: 3 to 15 people
Where: Off-site, on-site or virtual

Interested?  Want more information?  Request a proposal.

All of our Training Workshops are...
Highly Engaging & Interactive
Highly Engaging & Interactive

Activities are highly interactive, fun and involving

Real Life
Real Life

The focus of our training programs are to take the skills and knowledge back to work and to make a significant difference in the performance of the participants.


Training activities are varied with opportunities for all types of learners, including the visual, kinesthetic and conceptual learner. We use introverted and extroverted oriented activities.  

Team building opportunities
Team building opportunities

Whether the participants regularly spend time with each other or not, our training programs provide ample opportunity for each person to network and build a relationship with others.


The training will be tailored to your organizations needs and culture.

Fun, Creative & Productive
Fun, Creative & Productive

At our training smiling and having fun is encouraged

Why Provide Training?

Provide Skills
 The participants will become more productive and their jobs will become easier with higher chance of success.  Training will address weaknesses and improve performance and awareness.

Creates Common Language
The participants will be on the same page, using a common vocabulary and same frame of reference.

Maintains Interest & Enthusiasm
Employees and management will maintain high interest received from the training into their everyday work life

Bruce Honig
Michael Wong
Ray Madaghiele
Alice Cochran
Ken Homer
Jeanne-Marie Grumet
Terry Pettengill
Adam Shames

The best in the class

Expert, Professional & Experienced Trainers 

Our trainers will expertly guide your executives, managers, and staff towards enhance skills.

Find out more about our trainers


What they are saying 

"Thank you for your hard work in our Messaging Workshop yesterday. As always, your mastery of the room was beyond impressive. Feedback from the client has been terrific. Everyone was just so blown away that you were able to maintain not just interest, but enthusiasm for six plus hours." 

Eve Alintuck

Project Director, Advertising/PR Firm - Brandfusion

Our management group came together around a shared vision. We are currently integrating two companies into one. This meeting helped to reduce the we/them and increase the us. Optimism, increased teamwork and confidence in the direction of the company. Top-Three-
I would recommend this service. The tools and methodology the Bruce uses are very effective. He brings everyone into the process and helps drive the discussion to a consensus. like_working_with_me?: Bruce is easy to work with, professional in his approach and an excellent communicator.

Paul Fry

General Manager, Dow AgroScience

Our strategy and vision for an IT organization is critical Creativity from all level of the organization will lead to a much wider vision [as a result of the Innovative Thinking training].
-Sr Director IT

Rod Anderson

Senior Director of IT, Clearwire