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BUSINESS MEETING PROTOCOL

Business meetings, when planned and executed correctly, can be vastly beneficial to the
company...
PARTICIPANT’S ROLE: PRE-MEETING

  •   Acknowledging the receipt of an invitation
  •   Clarifying the meeting’s objective...
©2010 PROTOCOL ADVISORS. INC. WWW.PROTOCOLADVISORS.COM
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2/04 - DWC+ Teleclass -Business Meeting Etiquette: from an informal coffee to a boardroom meeting, make the right impression.

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2/04 - Downtown Women's Club DWC+ Teleclass -Business Meeting Etiquette: from an informal coffee to a boardroom meeting, make the right impression with Rosanne J. Thomas

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2/04 - DWC+ Teleclass -Business Meeting Etiquette: from an informal coffee to a boardroom meeting, make the right impression.

  1. 1. BUSINESS MEETING PROTOCOL Business meetings, when planned and executed correctly, can be vastly beneficial to the company and individual contributor in communicating critical information and ideas. Yet, according to studies, many business professionals say that at least 75% of the meetings they attend are unnecessary, and some are even counter-productive. Time is our most valuable business asset. To maximize the potential of meetings, companies must ensure that all meetings are well-planned and well-run, with clear goals for everyone who attends. AGENDA ORGANIZER’S ROLE: PRE-MEETING What, Who, Why, Where, When? • Reasons to hold a meeting • Aspects of the informal and formal meeting • Determining who should attend and why • Factors to consider regarding date, time, and venue • Determining when a meeting is not necessary • Setting an agenda • Inviting and communicating with attendees • Ensuring an appropriate meeting place • Deciding when to cancel a scheduled meeting ORGANIZER’S ROLE: MEETING • Arrival, room-check and A/V • Handshakes and introductions • Refreshments? • Seating arrangements • Laying ground rules • Dealing with late-comers • Handling disputes • Deciding upon breaks • Controlling attendees’ unhelpful behaviors • Staying on agenda ORGANIZER’S ROLE: POST-MEETING • Sending minutes and action items • Sending thank-you notes ©2010 PROTOCOL ADVISORS. INC. WWW.PROTOCOLADVISORS.COM
  2. 2. PARTICIPANT’S ROLE: PRE-MEETING • Acknowledging the receipt of an invitation • Clarifying the meeting’s objectives • Questioning the need for your attendance • Declining an invitation gracefully • Preparing for the meeting • Dressing appropriately PARTICIPANT’S ROLE: MEETING • How to display a winning attitude • Handshakes, introductions and conversation skills • Nonverbal communication • Top behaviors of respectful meeting attendees • Top meeting behaviors to avoid • Disagreeing the right way • Making a contribution • Taking full advantage of the meeting PARTICIPANT’S ROLE: POST-MEETING • Sending thank-you notes • Attending to action items VIRTUAL MEETINGS ORGANIZER’S ROLE: PRE-MEETING ORGANIZER’S ROLE: DURING MEETING ORGANIZER’S ROLE: POST-MEETING PARTICIPANT’S ROLE: PRE-MEETING PARTICIPANT’S ROLE: DURING MEETING PARTICIPANT’S ROLE: POST MEETING CONCLUSION ©2010 PROTOCOL ADVISORS. INC. WWW.PROTOCOLADVISORS.COM
  3. 3. ©2010 PROTOCOL ADVISORS. INC. WWW.PROTOCOLADVISORS.COM

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