Ten Steps To An Effective Meeting

Our time is a valuable, limited resource; and we need to use it wisely.

The following ten tips will create an effective and productive meeting that stays focused and on point, with an engaged and motivated team.

Ten Tips for an Effective Meeting

(1) Request items from participants that they want to add prior to publishing an agenda, which should be sent out at least two days before the meeting with clearly stated objectives, asking yourself:

a.  What information do you want others to leave the meeting with?

b.   What do you want to make sure is covered?

c.    How much time will you allot to the meeting?

(2) What do you want from participants?

a.   What support do you need?

b.   What agreements do you want?

c.   What commitments are needed?

d.   What additional resources, if any, are required?

(3) Make sure all materials needed by the participants are included with the agenda to give everyone adequate time to prepare.

(4) A consistent agenda with time frames for each item creates a productive and on-track environment to quickly reach decisions. An example would be: review objective(s) (5 minutes), action item review (30 minutes), discussion item (30 minutes), round table (15 minutes).

(5) Post norms—meeting etiquette—at each meeting, which participants have agreed to follow, such as one person speaks at a time, meeting times are honored, etc., which will be needed to refer to when, in the heat of the moment, people might forget the rules of engagement. It is the facilitator’s responsibility to keep the meetings on track by reminding them of the norms so that feelings aren’t hurt, emotions are kept in check, and the meeting can move forward.  Healthy conflict strengthens a team. Rude behavior weakens it.

(6) Especially if participants are located in diverse places and face to face interaction is not an option, allot time for getting to know each other. This allows team members to connect with each other and build relationships, which will lead to working together more effectively. One way is for everyone to share a picture, a brief description of their role, and an interesting fact about themselves. (I had—and still miss—two aquatic frogs named Eleanor and Franklin who lived in our bathroom, as an example).

(7) Document actions in a simple table—succinctly describe the action, who is responsible, time-frame for completion, and updates. Each succeeding meeting, you can add comments in the update box. Everything is contained in one place. If agreed to, have a rotating scribe at each meeting that updates the minutes.

(8) Because everyone is very busy, what agreements that were reached can quickly be forgotten. Productive meeting minutes document decisions, actions, and points for further discussion. It documents everyone’s commitments and agreements. It is NOT a transcript of the meeting. Minutes should be succinct, to the point, and specific.

(9) If the allotted time for an agenda item is not enough, ask for agreement to continue discussing this item and bumping another item to the next meeting, having a separate meeting, or table the item for discussion for the next meeting.

(10) Honor time commitments. Running over can impact everyone’s day.  Staying on time keeps everyone focused and energized.

Effective meetings require up-front planning!

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About Chris Sier

Over the course of her career, Chris Sier has been a leader, business development manager, process consultant, and corporate coach. Having been an executive/leadership/career coach with a Fortune 200 company; and since 2009, as a business owner, Chris has worked with VPs, directors, team leaders, and high potentials globally, working with clients to maintain their competitive edge, manage complexity, drive growth and operational efficiency, and inspire and engage multi-generational teams. She also works with clients on their brand and career management. She has authored numerous booklets and articles, and has a Bachelor of Science Degree in Community Development with a minor in Psychology from Central Michigan University.

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She helped me grow and succeed

Christine was my Executive Life Coach for about a year at EDS. I have worked with a number of Coaches, Counselors and Mentors during my career and none came close to having the impact Christine had on my life and career. I was working in an extremely stressful position during an extremely difficult project of migrating over 300 applications from 47 separate support vendors around the globe to an EDS support team. I had complete responsibility for the client relationship, the financials, and the technical aspects of the transition while also maintaining EDS' existing business with the client. Christine taught me a number of simple yet highly effective techniques for dealing with the stress. Her personal, sincere, and upbeat approach helped me get through a real death march. At the same time, she also helped me do some extremely important career planning for what would come after this project. She is truly outstanding at what she does and helped me grow and succeed during a period when I could easily have been crushed.

Kurt Toelken
Global Client Delivery Executive, Detroit, MI
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