Meeting Tips

  Meeting Tips: 3 Stages to Effective Meetings

Before

Good preparation before a meeting helps ensure that participants attend, and come prepared. It can also help keep the meetings short and productive.

Logistics: Be clear on beginning and ending time (although you can end early!). If no ending time is indicated participants may just choose not to attend rather than wonder whether they can afford the time to participate. Meeting room should be indicated, even if you “always” meet in a certain room. Be explicit. Be clear about participants. Let everyone know who else is invited. It helps define the meeting. Also double check if there are new people who should be included, whether because they are providing important information just this once, or because there are new hires who should be included. (They are so often overlooked!)

Preparation: Send out an agenda in advance. Even if you are inviting participants to add to the agenda, give an idea about the main content of the meeting. If there are related documents, give them out in advance. (At least half of your participants prefer advance notice and time to review material)*. Let people know in advance what you will be asking of them. For example, “Come prepared to indicate your preference and reasons for choosing X.”

Purpose: Why is the meeting occurring? Even if this is a standing, regularly scheduled meeting, indicate the purpose. “We will be updating each other on our piece in the ABC project.” Also see outcomes, below. How will you know it was a success?

During

Manage the meeting for maximum attention and successful sharing of information. Let people know what you want.

Participation
: Do you want listening? Is this a discussion type of meeting? Are you passing along mandates from above? Is this a creative brainstorming kind of session? If you let people know what you expect, you’re more likely to get it. Are you a collaborative manager seeking consensus on a pending decision? Or perhaps you’ve made a decision and you want a constructive devil’s advocate discussion, to help anticipate and avoid what could go wrong.

Format
: Meeting formats should match the purpose and content. Be clear about which of these three formats you intend to create; it helps people know how you want them to participate.
An announcement format lets people know in advance that you’re not in a position to entertain changes. “We’re here to discuss the new requirements that our client has defined.” If you have in mind a discussion format, let people know. Perhaps it’s a post-mortem following a new product release or client engagement. Based on the group, you’ll know whether this is a rarely-speaks-up group or rarely-quiets-down group and you can manage your request appropriately.

Brainstorming
or other kinds of creative ideas meetings are most successful when people know the parameters ahead of time. (Contrary to popular myth, successful brainstorming often is not an “all ideas are great” forum. Your company has a focused strategy, resource constraints, a defined market, and certain kinds of talent. Be clear about the fixed factors, and the open-for-discussion factors).
If you’ve already had an ideas meeting, and this meeting is to choose from among the options, let people know that ahead of time that this is a deciding meeting. How much participation do you want during the meeting? Will you be deciding based on input, data, and recommendations, or will it be a group decision? Being clear about this in advance keeps people engaged and enrolled. If you are accountable, let people know, “I will be making the final decision.” In other words, if you are going to make the call, do not indicate that it will be a consensus.

Ending

Since the meeting had a purpose, the ending should clarify how well that purpose was met, and ensure that some actions occur as a result.

Actions
: What will happen as a result of this meeting? By whom? By when? Decisions: What decisions were made? What decisions were deferred pending additional data, or a higher level of authority? Who needs to be notified about these decisions? What are next steps for those decisions which were deferred?

Outcomes: Review your stated outcomes. Was the meeting a success? Did it meet the needs for information sharing or decision making? If not, how will you improve for next time? What was accomplished?

Check-in: Ask the participants what was accomplished, as their experience may be different than the meeting manager. What would help it be time well spent for them?

by Janet Britcher