How to Run an Effective Meeting
Here’s a nice little guide to holding effective meetings that I came across. It’s written for volunteer based organizations but is appropriate for any
How to run an effective meeting
HOW TO RUN A MEETING
Context: In a volunteer driven organization meetings are more than a tool to accomplish goals. People are present for many reasons beyond the agenda and your duties are often more than a chairman or facilitator. Your role may change from meeting to meeting, as the team and individual roles develop. As a leader of the meeting it is your task to guide the group to accomplish the necessary goals and facilitate individual/group needs as they pertain to the overall team health, well being and productivity within established time constraints.
1. What is the purpose of the meeting?
- Set clear goals in advance
- Give ample context for meeting content in advance
- Set expectations for those attending:
- Developing a team spirit
- Creating, roles, structure and process
- Sharing information
- Decisions by consensus
- Input for consideration with decisions by another body
2. Give ample warning:
- 4 week, 1 week, 1 day
- Call when you have to!
3. Know what is your role:
- Facilitate, mediate and lead
- “In charge”/ chairman/ rotating chairman/ participant
- Give people a voice relative to their role
- Guide conversations
- Establish and accomplish goals
- Bring people together
- Foster a team spirit
4. Facilitate them in their role:
- To be part of team
- To participate
- To be an expert in their area
- Help them find their roles
- Pre meeting conversations when necessary
- New group — take control, but be responsive and flexible
- Mature groups — Softer reigns (i.e. -allow people to help prioritize agenda items)
5. Be prepared:
- Have them prepared
- Introduce ground rules as necessary
- Meeting structure — weekly vs. monthly vs. yearly
- Agenda planned — allow for input when appropriate/ what format? How do you share the agenda?
- Send docs in advance
- Who is coming? Examine the individuals and the potential or known group dynamic and be prepared mentally to do what is necessary to keep things on track and productive
- Examine the balance between individual and group expectations
- Do your homework – whatever it is
6. Assign roles:
- Time keeper
- Note taker
- Vibe checker
- Chairman
- Preparing agenda
- Tracking deliverables
- Set up/ Clean up crew
- Food getter
7. Respect people’s time:
- Start and end on time
- Keep content relevant
- Consider people’s head-space when arranging the agenda (i.e.- warm up item first, meaty items next, fluff at the end)
- Prep technology tools in advance
- Schedule meetings around other calendar events
8. Set a tone that works for your group and matches your goals:
- Fun/casual/professional/ ?
- Food
- Your body language counts
- Where you sit sends a message
- Keeping your composure = strength
- If you have to get heavy prepare people in advance
- Get the issues out without singling people out
- Question how often you say “no” and in reference to what
- Check your ego at the door
- Don’t take anything personally
- Take the high road
- Let others bring up key points
- Examine how much you are talking in relation to others
9. Close Meeting:
- Recap what was covered in the meeting
- Call out deliverables
- Plan next meeting time
- Thank people sincerely
- Avoid individual kudos if you cannot cover everyone’s contributions
10. Follow Up:
- Notes:
- Take notes
- Post them promptly after meeting
- Allow others the opportunity to review, change and add things when appropriate
- Deliverables are tracked
- Deadlines are met
- Focus is maintained
- Progress is made
- Celebrate successes
- Find the method that works for your group