How to prepare, lead and follow-up meetings
What to do
before the meeting
A large
part of what makes a meeting successful occurs in the preparation phase.
Although it may vary by committee, department or unit, there are seven key
responsibilities expected of chairs or team leaders before a meeting takes
place. Each is explained in detail below.
1. Clarify
purpose and aims
A clearly
stated purpose or aim describes the key decisions that must be made or actions
that must occur at the meeting. The purpose of a meeting should be stated at
the top of the meeting agenda.
2. Create
an agenda
An agenda
is a framework that guides and supports the meeting. Agendas are like roadmaps,
blueprints, flight plans, and recipes. An agenda helps focus the group's work
toward achieving desired outcomes. Good agenda items provide focus and
structure for a meeting.
3. Schedule
the meeting
Scheduling
a meeting involves much more than just making a list of attendees. It requires
identifying key people who must attend and either finding times that work for
them or notifying them of the meeting's time and location. Once an optimal date
and time are agreed upon, a meeting location can be selected.
4. Post and
send out agenda
An agenda
should be sent to participants ahead of time to help them prepare to
participate.
5.
Circulate supporting information
You should
always circulate supporting materials to participants in advance of the
meeting. However, deciding how much information to send in advance can present
a conundrum. Some people won't look at anything prior to the meeting and some
will conscientiously read all the supporting information they can. Here are
some things to consider when deciding what and how much to send out ahead of
time:
6. Make
room arrangements
Ensure that
room arrangements (including refreshments) are made. Room arrangements can make
a big difference in how well a meeting goes or doesn't go. Most important is
that participants can see and hear each other.
Although a
U shape arrangement or open square is ideal for smaller groups of 20 or less,
it is not usually a good choice for larger groups. The yawning hole in the
middle makes communication difficult. A herring bone arrangement of tables is
usually better for these larger groups.
What to do
during a meeting
The meeting
leader can make a huge difference in a group's productivity. These ten leader
actions can maximize the group's time and productivity. Each is explained in
more detail below.
1. Start
meeting on time
Start the
meeting promptly on schedule and do not wait for others to arrive. A large
amount of professional time is wasted by leaders who wait for more people to
arrive before starting a meeting. It may require a change in the culture, but
once people know that you start your meetings on time, they will arrive on time.
2. Ensure
quorum
A quorum is
the number of members entitled to vote who must be present in order that
business can be legally transacted. The quorum is usually the majority of the
members unless a different quorum is decided upon.
If a quorum
is not present, any business transacted is null and void.
3. Review
agenda
Always
briefly review the agenda including the aims and purposes as the meeting gets
started. This helps participants focus their attention and understand what will
be required of them.
In
reviewing the agenda, the meeting leader should make it clear what decisions
must be made or actions must be taken.
4. Keep
discussion focused
Focus on
agenda items. Even if these items are clearly listed and emphasized, creative,
intelligent and committed people may stray from the topic.
To get a
runaway meeting back on track, the meeting leader can say, "We are getting
off topic and need to move back to XYZ." Then he or she repeats the topic,
issues or question again.
5.
Encourage participation
Effective
meetings are participatory and good leaders try to get everyone involved.
6. Help
group come to decisions
A group
reaches consensus when it finally agrees on a choice and each group member can
say:
- "I believe
that others understand my point of view"
- "I
believe I understand others' points of view"
- "Whether
or not I prefer this decision, I support it (and will not undermine it) because
it was arrived at openly and fairly and is the best solution for this committee
or group at this time."
Be clear
before the discussion begins how the final decision will be made--if vote will
be taken or if decision will be made by consensus and/or prioritization of
options.
7.
Summarize decisions
When a
group seems to have come to a consensus or decision, restate and summarize what
the final decision is. This helps to ensure that all members hear the same
thing. Clarification at this point can prevent problems later.
8. Agree on
action plan
An action
plan outlines the specifics that must be done. Not every goal needs an action
plan, but for goals that involve more than one person, it's usually helpful to
be specific about who will do what by when. Every goal should have a point
person-an individual charged with ensuring that the goal is moving forward. The
point person is not expected to complete the goal personally but to connect the
people involved, make progress reports, and seek assistance or resources needed
to keep the goal moving forward.
9. Draft
agenda for next meeting
Ask for
agenda items for the next meeting. People are more likely to participate in a
meeting if they have had some input into building the agenda. Even if every
item suggested cannot be dealt with in a meeting, look for ways to provide
information via handouts, E-mail, or creating connections with others.
10.
Evaluate meeting
Before the
meeting adjourns, try to do a brief evaluation. Ask some informal questions
such as, "Do you feel like we accomplished what we needed to today? Did
everyone participate?" The meeting leader can ask the questions with group
members answering in turn or the questions can be asked for anyone to answer.
Don't
assume that ideas discussed during a meeting will be put into action or even
remembered. To ensure follow-through and accountability a meeting leader needs
to do three key tasks after the meeting ends. These are discussed in detail
below.
What to do
after a meeting
1.
Distribute minutes
Ensure that
minutes are produced and promptly distributed to all attendees. Meeting minutes
don't need to include everything everyone said. They do need to include
following:
Date, time
location
Attendees
Key points
raised and decisions made
Motions and
voting results if votes taken
Who is
responsible for what follow-up action and by when
Name of the
Recorder
Most word
processing software includes templates for agendas and minutes.
2. Archive
meeting documents
All meeting
documents including the agenda, minutes and supporting documents should be kept
together and archived.
These records
can be checked when questions arise about past decisions or actions. It is
discouraging to committee or group members to rehash prior discussions or
decisions because of poor record keeping.
3. Check on
action
Often
people need a gentle nudge to remind them about completing action items.
Leaders need to check to ensure that action is taking place as agreed. The
check can be an E-mail or phone call to the point person or a meeting devoted
to checking on progress. Not checking may send a message that not much action
is really expected.