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Leading Workgroups That Work: Equipping Professionals to Chair, Facilitate, and Drive Results Course

This course, offered in partnership with ADR Vantage, Inc., equips you with the skills and confidence to chair and facilitate workgroups that deliver meaningful results. You will learn practical tools to prepare strategically, guide focused discussions, manage challenging dynamics, and drive clea...

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  • 32 hours over 4 sessions

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Class Description

Description

In many organizations, initiatives succeed or stall within workgroups. This is where policy is debated, priorities are aligned, cross-functional teams coordinate, and high-stakes decisions are made. Yet professionals are often asked to chair or facilitate complex workgroups without formal training in how to lead them effectively.

This certificate program builds the practical skills, tools, and confidence needed to guide structured, results-oriented workgroups in both in-person and virtual environments. Participants leave better prepared to lead workgroups that are focused, accountable, collaborative, and productive, turning meetings into measurable progress while strengthening their executive presence, credibility, and ability to lead complex, high-impact conversations.

Upon completion, participants receive a digital professional certificate of completion and a digital badge from an accredited institution to support professional development and strengthen their resume.

Organizations that sponsor employees to attend benefit by:

  • Reducing unproductive meetings and decision gridlock
  • Strengthening cross-agency and cross-team collaboration
  • Increasing accountability and follow-through
  • Enhancing clarity around roles and decision-making authority
  • Improving execution of strategic priorities

What You Will Learn

  • Apply structured techniques to prepare for meetings, clarify roles and expectations, establish productive norms, and guide discussions that remain focused on mission outcomes.
  • Use dynamic communication strategies, charting techniques, and decision-making tools to facilitate effective and collaborative workgroup discussions.
  • Differentiate between facilitator, chair, and participant roles and apply appropriate strategies to manage challenging behaviors and navigate difficult stakeholder dynamics.
  • Lead workgroups in in-person, hybrid, and virtual environments to support collaboration, accountability, and effective participation.
  • Guide workgroups toward clear action plans and measurable results using structured facilitation and leadership techniques.

Course Outline

Module 1: Foundations of Effective Workgroups and Meeting Preparation

  • Review course expectations, structure, and learning goals through the welcome and course overview.
  • Identify the characteristics of an effective workgroup and recognize how workgroup dynamics may differ in virtual environments.
  • Examine team performance and group dynamics through an overview of the Team Performance Model and related debrief activities.
  • Differentiate between the roles and responsibilities of the facilitator and the chair and understand how they work together to support group effectiveness.
  • Prepare for workgroup meetings by reviewing simulation scenarios and practicing how to prepare for and meet with the convener.

Module 2: Communication Skills, Norm Setting, and Decision Making

  • Reflect on initial learning and prepare for continued application through check-in, preparation, and day one reflections.
  • Apply foundational language and communication skills by exploring communication styles, neuroscience, and common triggers that influence group interactions.
  • Practice leading introductions and establishing productive group norms through preparation, simulation, and debrief of a workgroup meeting.
  • Use communication techniques that move conversations forward, including reframing strategies that support clarity and progress.
  • Apply charting best practices, including techniques for charting effectively in virtual environments.
  • Practice guiding workgroup decision making and developing a clear statement of purpose through simulation and debrief.
  • Conclude the day with reflection, closing discussion, and facilitator debrief.

Module 3: Managing Group Dynamics and Advancing Issues

  • Reflect on prior learning and prepare for continued practice through check-in, preparation, and day two reflections.
  • Identify and respond to challenging behaviors by examining style differences, managing behaviors in virtual settings, and participating in guided practice and debrief.
  • Practice clarifying issues within a workgroup setting through preparation, simulation, and debrief.
  • Strengthen charting skills through continued practice and group debrief.
  • Facilitate movement on issues through structured preparation, simulation, and debrief of a workgroup meeting.
  • Apply advanced language and communication techniques by practicing how to stay centered, maintain focus, and use silence effectively.

Module 4: Action Planning, Finalization, and Integration

  • Reflect on previous practice and prepare for final application through check-in, preparation, and day three reflections.
  • Apply advanced communication techniques that support slowing down conversations and staying with the group during complex discussions.
  • Practice leading action planning through structured preparation, simulation, and debrief.
  • Guide the final stages of a workgroup process through preparation, simulation, and debrief focused on finalizing outcomes and renewal.
  • Integrate course learning through a final debrief that includes reflection on simulations, key takeaways, course closeout, and evaluations.

Remote Learning

This course is available for "remote" learning and will be available to anyone with access to an internet device with a microphone (this includes most models of computers, tablets). Classes will take place with a "Live" instructor at the date/times listed below.

Upon registration, the instructor will send along additional information about how to log-on and participate in the class.

Syllabus

Module 1: Foundations of Effective Workgroups and Meeting Preparation

  • Review course expectations, structure, and learning goals through the welcome and course overview.
  • Identify the characteristics of an effective workgroup and recognize how workgroup dynamics may differ in virtual environments.
  • Examine team performance and group dynamics through an overview of the Team Performance Model and related debrief activities.
  • Differentiate between the roles and responsibilities of the facilitator and the chair and understand how they work together to support group effectiveness.
  • Prepare for workgroup meetings by reviewing simulation scenarios and practicing how to prepare for and meet with the convener.

Module 2: Communication Skills, Norm Setting, and Decision Making

  • Reflect on initial learning and prepare for continued application through check-in, preparation, and day one reflections.
  • Apply foundational language and communication skills by exploring communication styles, neuroscience, and common triggers that influence group interactions.
  • Practice leading introductions and establishing productive group norms through preparation, simulation, and debrief of a workgroup meeting.
  • Use communication techniques that move conversations forward, including reframing strategies that support clarity and progress.
  • Apply charting best practices, including techniques for charting effectively in virtual environments.
  • Practice guiding workgroup decision making and developing a clear statement of purpose through simulation and debrief.
  • Conclude the day with reflection, closing discussion, and facilitator debrief.

Module 3: Managing Group Dynamics and Advancing Issues

  • Reflect on prior learning and prepare for continued practice through check-in, preparation, and day two reflections.
  • Identify and respond to challenging behaviors by examining style differences, managing behaviors in virtual settings, and participating in guided practice and debrief.
  • Practice clarifying issues within a workgroup setting through preparation, simulation, and debrief.
  • Strengthen charting skills through continued practice and group debrief.
  • Facilitate movement on issues through structured preparation, simulation, and debrief of a workgroup meeting.
  • Apply advanced language and communication techniques by practicing how to stay centered, maintain focus, and use silence effectively.

Module 4: Action Planning, Finalization, and Integration

  • Reflect on previous practice and prepare for final application through check-in, preparation, and day three reflections.
  • Apply advanced communication techniques that support slowing down conversations and staying with the group during complex discussions.
  • Practice leading action planning through structured preparation, simulation, and debrief.
  • Guide the final stages of a workgroup process through preparation, simulation, and debrief focused on finalizing outcomes and renewal.
  • Integrate course learning through a final debrief that includes reflection on simulations, key takeaways, course closeout, and evaluations.

Refund Policy

  • Students may cancel up to 14 days before the class/program start date and receive a refund, less the registration fee (10% of the undiscounted course price). 
  • Cancellations within 14 days are not permitted, but students may reschedule up to three business days before the class start date.
  • For cancellations and reschedules, please email us at [email protected]

In any event where a customer wants to cancel their enrollment and is eligible for a full refund, a 5% processing fee will be deducted from the refund amount.

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