Meeting is an event in
which a group of people come together to discuss things or make decisions.What
makes a great meeting? The best of them leave us focused and energized because
the purpose of the meeting was clear; attendees felt engaged; and the process was
smooth. Not-so-great meetings, on the other hand, drain energy, and lower
morale.
To help you set the
stage for meetings that are strategic, outcome-oriented, and productive for
all, we’ve pulled together some tips.
“Begin with the end in mind”
(Covey): Before you schedule a meeting, it’s useful to share what you hope to
achieve with those who will be attending the meeting. There are three basic
reasons for meetings: decision-making, information-sharing, and
“idea-floating.” Information-sharing and idea-floating meetings can often be
streamlined with an advance email that contains background information.
Circulation of a “pros and cons” memo, shared in advance of an idea-floating
meeting, can help focus the discussion and spark ideas to overcome barriers to
implementing a good idea. If the goal of your meeting is a decision, be sure
that those with the power to move an idea forward are present and well-briefed
so the question presented at the meeting is “ripe” for a decision. Think hard
whether a face-to-face meeting is necessary. There is no question that
in-person meetings are most effective for reaching consensus. Meeting in person
also offers the ability to draw out feedback in greater detail and with more
nuance than is possible through email or webinars. But if the purpose of the
meeting is mainly to exchange ideas, (i.e., information sharing and idea
floating) consider alternatives to sit-down meetings.
What type of meeting will work best? The
type of meeting you plan can complement the exchange of ideas and lead to
better outcomes. In addition to
traditional gather-round-the-conference-table meetings, stand up meetings are
good for a quick exchange of ideas that leads to a clear decision. Because
everyone is on their feet, they are less likely to settle in or ruminate in
detail on the issue at hand. Off-sites are good for out-of-the-box thinking
because being in unfamiliar surroundings can break old habits and release
energy leading to fresh ideas and deeper thinking. Meeting at a round table is
conducive to peer-to-peer exchanges and encourages less senior staff to speak
up, because there is less hierarchy when no one is sitting at the “head” of the
table. Rotating offices periodically to meet in a different team member’s
office shows respect for all and offers everyone the opportunity to “host” a
meeting. Walking meetings are good for one-on-one conversations, head-clearing,
and trust-building.
Agendas: Circulating a proposed agenda in
advance can help the meeting planner identify whether any topics need more
preparation before they are ready for discussion or presentation. Agendas that
clearly identify who is leading each component, and how much time each
component is allocated, help those attending prepare and focus on the topics at
hand. Keeping the meeting to the stated time reinforces that being respectful
of everyone’s time is valued.
Be outcome minded: To
move your meetings toward the outcomes you seek, try framing agenda items as a
statement of the best possible outcome. Here are two ideas for designing
agendas so they are strategic and promote outcomes, instead of roundabout
discussions. Include a reference to your nonprofit’s strategic plan in the
meeting agenda: You can group action items and issues for discussion according
to the strategy they support. This helps build momentum around forward-looking
actions, rather than miring the meeting in lengthy reports and updates. This is
especially useful for building agendas for board meetings because by doing this
you are reinforcing the nonprofit’s strategic priorities which should be front
and center when board members are making decisions. Second, use a consent
agenda to promote strategic thinking by clearing the way for substantive,
action-oriented discussions.
Meetings as leadership
lessons: Even if you are not the meeting planner or facilitator, you can still
be a leader in a meeting by modeling excellent listening skills (one of the
hardest skills for many people!) and by showing respect for everyone attending
the meeting, such as by putting away your cell phone to signal to others that
you are fully present. Often overlooked is that meetings can be tools for
leadership development. Asking different team members to plan and lead meetings
deepens the leadership bench. Assigning roles can also keep everyone engaged,
whether as “timekeeper,” note taker, or “white board wrangler.”
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