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EF F ECTIVE MEETING S:
FOR MAKING DECISIONS
OR G ROCERY L ISTS?
M I N D Y B O H A N N O N
E X C E L L A B R O W N B A G
J U N E 8 , 2 0 1 7
1
SCENARIO
• Daily and Weekly meetings
• Starts late
• Meeting Leader drones on and on and
on…
=> no questions, no discussions, no
decisions
OY VEY!
QUOTE
"When the (only) outcome of a
meeting is to have another
meeting, it has been a lousy
meeting."
Herbert Clark Hoover
(31st US president: 1929-1933)
SESSION AGENDA
• Types of Meetings
• Meeting Fouls
• Tips & Tricks of Meetings
4
TYPES OF MEETINGS
• Regularly Scheduled
• Topical
• Presentation
• Emergency
• Hallway
• Sit down
• Stand-up
• Breakfast
• Lunch
• Dinner
5
Slow vs Fast
Meandering vs Focused
Lecture vs Participatory
Uncertain vs Decisive
QUOTE
6
No snowflake in an avalanche
ever feels responsible.
George Burns
MEETING SINS AND FOULS
• Too many meetings
• Wrong kinds of meetings
• Too many people
• Not the right people
• No agenda
• Does not start on time
• No discussions
• No follow-up
7
TIPS & TRICKS
How to run a meeting…
8
ASK YOURSELF:
• What is the purpose of the meeting?
• Who will be attending?
• What is the desired result?
9
AGENDA
• Define your meeting objectives – and
refine
• Limit the number of items
• Allow sufficient time
• Focus on actions and decisions
• No more than 90 minutes
• Distribute in advance, Include sufficient
detail
• Define roles 10
QUOTE
11
I hear, I forget.
I see, I remember.
I do, I understand.
Chinese proverb
AGENDA - SAMPLE
12
Item Responsible Time
Opening Remarks Batman 8:00 - 8:15
Reference Resources Wonder Woman 8:15 - 8:45
News & Goods Superman 8:45 - 9:05
Strategy Green Lantern 9:05 -10:00
Break 10:00 - 10:15
Metrics / SOX Review Catwoman 10:15 – 10:45
Wrap-Up Batman & Robin 10:45 – 11:00
EFFECTIVE MEETING OUTLINE
BEFORE THE MEETING
1. Define the purpose
2. Choose time, date, location
3. Develop an Agenda
4. Distribute Agenda, circulate
background and other related
materials
13
EFFECTIVE MEETING OUTLINE
DURING THE MEETING
0. Serve snacks
1. Greet and Introduce
2. Start on Time, End on Time
3. Again – Start on Time, End on Time
4. You are the meeting facilitator
5. Review and stick to the agenda
6. Encourage group discussion;
14
EFFECTIVE MEETING OUTLINE
DURING THE MEETING
7. Keep focused on the topic – use the
parking lot
8. Keep minutes
9. Be a role model
10. Summarize agreements reached
11. Set date, time for next steps
15
EFFECTIVE MEETING OUTLINE
AFTER THE MEETING
11. Write up and distribute the minutes
12. Discuss meeting problems with
13. Follow-up on delegated
responsibilities
14. Give recognition and appreciation
15. Conduct periodic evaluation of the
meetings 16
SPACER
S – Safety
P – Purpose
A – Agenda
C – Code of Conduct
E – Expectations
R – Roles and Responsibilities
17
REFERENCES
• Ziemelis, Miriam. Meeting at 11:00? Oh, Good – I
need to make my grocery list.
http://www.gantthead.com/article.cfm?ID=89182
• Various Fast Company articles.
http://www.fastcompany.com
• Running Effective Meetings.
http://www.meetingwizard.org
18
QUESTIONS?
DISCUSSION?
- - SPACER - -
Please fill out the session
feedback request

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Effective Meetings: Tips for Making Decisions, Not Grocery Lists

  • 1. EF F ECTIVE MEETING S: FOR MAKING DECISIONS OR G ROCERY L ISTS? M I N D Y B O H A N N O N E X C E L L A B R O W N B A G J U N E 8 , 2 0 1 7 1
  • 2. SCENARIO • Daily and Weekly meetings • Starts late • Meeting Leader drones on and on and on… => no questions, no discussions, no decisions OY VEY!
  • 3. QUOTE "When the (only) outcome of a meeting is to have another meeting, it has been a lousy meeting." Herbert Clark Hoover (31st US president: 1929-1933)
  • 4. SESSION AGENDA • Types of Meetings • Meeting Fouls • Tips & Tricks of Meetings 4
  • 5. TYPES OF MEETINGS • Regularly Scheduled • Topical • Presentation • Emergency • Hallway • Sit down • Stand-up • Breakfast • Lunch • Dinner 5 Slow vs Fast Meandering vs Focused Lecture vs Participatory Uncertain vs Decisive
  • 6. QUOTE 6 No snowflake in an avalanche ever feels responsible. George Burns
  • 7. MEETING SINS AND FOULS • Too many meetings • Wrong kinds of meetings • Too many people • Not the right people • No agenda • Does not start on time • No discussions • No follow-up 7
  • 8. TIPS & TRICKS How to run a meeting… 8
  • 9. ASK YOURSELF: • What is the purpose of the meeting? • Who will be attending? • What is the desired result? 9
  • 10. AGENDA • Define your meeting objectives – and refine • Limit the number of items • Allow sufficient time • Focus on actions and decisions • No more than 90 minutes • Distribute in advance, Include sufficient detail • Define roles 10
  • 11. QUOTE 11 I hear, I forget. I see, I remember. I do, I understand. Chinese proverb
  • 12. AGENDA - SAMPLE 12 Item Responsible Time Opening Remarks Batman 8:00 - 8:15 Reference Resources Wonder Woman 8:15 - 8:45 News & Goods Superman 8:45 - 9:05 Strategy Green Lantern 9:05 -10:00 Break 10:00 - 10:15 Metrics / SOX Review Catwoman 10:15 – 10:45 Wrap-Up Batman & Robin 10:45 – 11:00
  • 13. EFFECTIVE MEETING OUTLINE BEFORE THE MEETING 1. Define the purpose 2. Choose time, date, location 3. Develop an Agenda 4. Distribute Agenda, circulate background and other related materials 13
  • 14. EFFECTIVE MEETING OUTLINE DURING THE MEETING 0. Serve snacks 1. Greet and Introduce 2. Start on Time, End on Time 3. Again – Start on Time, End on Time 4. You are the meeting facilitator 5. Review and stick to the agenda 6. Encourage group discussion; 14
  • 15. EFFECTIVE MEETING OUTLINE DURING THE MEETING 7. Keep focused on the topic – use the parking lot 8. Keep minutes 9. Be a role model 10. Summarize agreements reached 11. Set date, time for next steps 15
  • 16. EFFECTIVE MEETING OUTLINE AFTER THE MEETING 11. Write up and distribute the minutes 12. Discuss meeting problems with 13. Follow-up on delegated responsibilities 14. Give recognition and appreciation 15. Conduct periodic evaluation of the meetings 16
  • 17. SPACER S – Safety P – Purpose A – Agenda C – Code of Conduct E – Expectations R – Roles and Responsibilities 17
  • 18. REFERENCES • Ziemelis, Miriam. Meeting at 11:00? Oh, Good – I need to make my grocery list. http://www.gantthead.com/article.cfm?ID=89182 • Various Fast Company articles. http://www.fastcompany.com • Running Effective Meetings. http://www.meetingwizard.org 18
  • 19. QUESTIONS? DISCUSSION? - - SPACER - - Please fill out the session feedback request