How To Plan And Lead A Meeting For Maximum Results


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This is a step by step presentation of how to Plan, Lead, and facilitate a successful meeting for Maximum results.

How to prepare for a meeting
Run a meeting effectively
Meeting documents
It shows how to ask the most important question at the end of the meeting for maximum results

Published in: Leadership & Management
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How To Plan And Lead A Meeting For Maximum Results

  1. 1. How to Plan and Lead a Meeting for Maximum Results A definitive approach to effectively getting the most out of your meetings for results Presented by Mark Troncone, MBA, PMP®
  2. 2. Agenda <ul><li>Why do we hold Meetings? </li></ul><ul><li>What are the three types of Meetings? </li></ul><ul><li>Preparing for a Meeting - Pre-Work </li></ul><ul><li>Preparing for a Meeting - do’s and don’ts </li></ul><ul><li>Planning the Meeting – why is it necessary </li></ul><ul><li>The Meeting Structure </li></ul><ul><li>The Meeting Agenda </li></ul><ul><li>Meeting Rules </li></ul><ul><li>Three Statements that set the tone for Success </li></ul><ul><li>Leading the meeting </li></ul><ul><li>Meeting discussion techniques </li></ul><ul><li>Ask the most important question at the end! </li></ul>
  3. 3. About Me – Mark Troncone <ul><li>PMP® Certified – Project Management Institute </li></ul><ul><li>Certified IT Business Analyst </li></ul><ul><li>Active career transition mentor </li></ul><ul><li>MBA – Management </li></ul><ul><li>BS – Marketing </li></ul><ul><li>AS – Accounting </li></ul><ul><li>Previous Employment: </li></ul><ul><li>* Starwood Hotels (Present) </li></ul><ul><li>* Affinion Group </li></ul><ul><li>* Hewitt Associates </li></ul><ul><li>* Wachovia Bank </li></ul><ul><li>* Bayer Pharmaceuticals </li></ul><ul><li>* Reader’s Digest </li></ul><ul><li>* James River Corporation </li></ul>
  4. 4. Meetings and Project Management <ul><li>How much percentage of their time does a Project Manager spend Communicating? </li></ul><ul><li>90% </li></ul><ul><li>Would it be fair to say that Leading Meetings takes up a large part of this percentage? Then why not do it effectively and efficiently in order to gain the greatest value for results? </li></ul>
  5. 5. Why do we hold meetings? <ul><li>To exchange information </li></ul><ul><li>To generate ideas </li></ul><ul><li>To communicate news </li></ul><ul><li>To evaluate risks </li></ul><ul><li>To construct a plan </li></ul><ul><li>To assess data </li></ul><ul><li>To address issues </li></ul><ul><li>To recognize achievement </li></ul><ul><li>For almost anything </li></ul>
  6. 6. The Three Types of Meetings <ul><li>One Shot (Meet once and never again) </li></ul><ul><ul><li>Informational </li></ul></ul><ul><ul><li>Recognize achievement </li></ul></ul><ul><li>Terminal (For a specific time period, then ends) </li></ul><ul><ul><li>Project Meetings </li></ul></ul><ul><ul><li>Short term team </li></ul></ul><ul><li>On-Going (Scheduled continually) </li></ul><ul><ul><li>Department Staff Meetings </li></ul></ul><ul><ul><li>Quarterly Company Progress Meetings </li></ul></ul><ul><ul><li>Safety Meetings </li></ul></ul><ul><ul><li>Group Meetings </li></ul></ul>
  7. 7. In Real Estate – the Rule is…… <ul><li>LOCATION </li></ul><ul><li>LOCATION </li></ul><ul><li>LOCATION </li></ul>
  8. 8. In Meetings - the Rule is…… <ul><li>PREPARE </li></ul><ul><li>PREPARE </li></ul><ul><li>PREPARE </li></ul>
  9. 9. Preparing for a Meeting – Pre-Work <ul><li>Check on participants schedules </li></ul><ul><li>Check on meeting room availability </li></ul><ul><li>Assess room size and layout </li></ul><ul><li>Verify any and all necessities: </li></ul><ul><ul><li>White Board, Easel, Paper, Pens, Pencils </li></ul></ul><ul><ul><li>Telephone hook-up for conference calls </li></ul></ul><ul><ul><li>Projector and Lap-Top connections </li></ul></ul><ul><ul><li>Cell phone reception </li></ul></ul><ul><ul><li>Any additional supplies or materials </li></ul></ul><ul><ul><li>Food, Coffee, Water etc. </li></ul></ul>
  10. 10. Preparing for a Meeting – Pre-Work <ul><li>Verify any and all materials will be delivered and be completed: </li></ul><ul><ul><li>Brochures </li></ul></ul><ul><ul><li>Displays </li></ul></ul><ul><ul><li>Products/Samples </li></ul></ul><ul><ul><li>Data output/Reports </li></ul></ul><ul><ul><li>Graphics </li></ul></ul><ul><ul><li>Binders with contained info </li></ul></ul>
  11. 11. Preparing for a Meeting – Pre-Work <ul><li>If an attendee cannot participate </li></ul><ul><ul><li>Have the attendee name a substitute </li></ul></ul><ul><li>Verify all attendees: </li></ul><ul><ul><li>Email addresses </li></ul></ul><ul><ul><li>Business Titles </li></ul></ul><ul><ul><li>Personal/office phone numbers </li></ul></ul><ul><ul><li>Cell phone numbers </li></ul></ul><ul><ul><li>Purpose for inviting </li></ul></ul><ul><ul><li>Corporate addresses </li></ul></ul>
  12. 12. Preparing for a Meeting – Do’s and Don’ts <ul><li>Meeting Do’s </li></ul><ul><ul><li>Ensure the meeting is needed/warranted </li></ul></ul><ul><ul><li>Invite only the people who should attend </li></ul></ul><ul><ul><li>Create an agenda and send it out to all participants before the meeting – rule 3-5 days </li></ul></ul><ul><ul><li>Have a defined purpose for the meeting stated in the invite or email </li></ul></ul><ul><li>Meeting Don’ts </li></ul><ul><ul><li>Hold a meeting for the sake of holding a meeting </li></ul></ul><ul><ul><li>Invite someone who is not needed </li></ul></ul><ul><ul><li>Schedule a meeting without a purpose </li></ul></ul><ul><ul><li>Hold a meeting without an agenda </li></ul></ul>
  13. 13. Something to Remember <ul><li>Failure to Plan is Planning to Fail </li></ul><ul><li>Keep this in mind whenever you are </li></ul><ul><li>tasked with leading a meeting </li></ul>
  14. 14. Planning the Meeting – Why is it Necessary <ul><li>To verify the correct people have been invited </li></ul><ul><li>Meeting attendees know why they are there </li></ul><ul><li>The room is ready and can accommodate all </li></ul><ul><li>Ensures the meeting flows correctly and starts on time </li></ul><ul><li>To identify and capture: </li></ul><ul><ul><li>Issues/Risks </li></ul></ul><ul><ul><li>Action Items </li></ul></ul><ul><ul><li>Questions </li></ul></ul><ul><ul><li>Next Steps - “To Do’s” </li></ul></ul>
  15. 15. The Meeting Structure <ul><li>Define the Meeting Purpose </li></ul><ul><li>Define Date/Time </li></ul><ul><li>Schedule a Room or Site </li></ul><ul><li>Invite Attendees – via email </li></ul><ul><li>Create and Distribute Agenda </li></ul><ul><li>Add attachment documents </li></ul><ul><li>Define necessary “Pre-Work” </li></ul>
  16. 16. The Meeting Structure <ul><li>Define the Meeting Purpose </li></ul><ul><ul><li>Simply state why are you holding this meeting </li></ul></ul><ul><li>Define Date and time of the Meeting </li></ul><ul><ul><li>Start the meeting on time! </li></ul></ul><ul><li>Schedule a Room or Site </li></ul><ul><ul><li>An on-site room or off-sight location </li></ul></ul><ul><ul><li>Ensure it can accommodate the number of attendees </li></ul></ul><ul><li>Invite Attendees – via email </li></ul><ul><ul><li>Only invite people who should be there </li></ul></ul><ul><ul><li>Ask for alternates – if needed </li></ul></ul><ul><ul><li>CC all other possible attendees and ask if they will be at the meeting </li></ul></ul>
  17. 17. The Meeting Structure <ul><li>Create and Distribute Agenda </li></ul><ul><ul><li>Next Slide </li></ul></ul><ul><li>Add Attachment Documents </li></ul><ul><ul><li>Any materials that must be read prior to or brought to the meeting by the Attendee </li></ul></ul><ul><li>Define Necessary “Pre-Work” </li></ul><ul><ul><li>Any work that must be accomplished before the meeting by an Attendee </li></ul></ul><ul><ul><li>Any questions that must be brought </li></ul></ul>
  18. 18. The Meeting Agenda <ul><li>The Agenda Should contain: </li></ul><ul><ul><li>Name of the Company/Group/Department etc. </li></ul></ul><ul><ul><li>Names of Attendees </li></ul></ul><ul><ul><li>Meeting Location/Time </li></ul></ul><ul><ul><li>Purpose Statement </li></ul></ul><ul><ul><li>Name of Meeting Facilitator </li></ul></ul><ul><ul><li>Name of Meeting Scribe </li></ul></ul><ul><ul><li>Name of Timekeeper </li></ul></ul><ul><ul><li>Links to materials to “pre-read” </li></ul></ul><ul><ul><li>Agenda outline with subject, presenter and time allotted </li></ul></ul><ul><ul><li>Meeting Rules/Etiquette </li></ul></ul>
  19. 19. The 3 Statements that set the tone for a Successful Meeting <ul><li>The Meeting Purpose Statement </li></ul><ul><ul><li>A Purpose Statement defines the meeting </li></ul></ul><ul><ul><li>It contains 3 components: </li></ul></ul><ul><ul><ul><li>TO – describes what you are going to do. What’s your primary focus. </li></ul></ul></ul><ul><ul><ul><li>IN A WAY THAT – describes the value of this effort to others who benefit and indicate how they will benefit. </li></ul></ul></ul><ul><ul><ul><li>SO THAT – describes how beneficiaries are enabled to improve the larger system. What can they do as a result of achieving your purpose. </li></ul></ul></ul>
  20. 20. The 3 Statements that set the tone for a Successful Meeting <ul><li>The Meeting Purpose Statement </li></ul><ul><ul><li>Should be included in every agenda </li></ul></ul><ul><ul><li>Should be read at start of every meeting </li></ul></ul><ul><ul><li>It reinforces why you are having the meeting </li></ul></ul><ul><ul><li>It defines clarity and reason </li></ul></ul><ul><ul><li>It ensures purpose, focus and success </li></ul></ul><ul><ul><li>It reassures to an Attendee why is it important that they were invited </li></ul></ul>
  21. 21. The 3 Statements that set the tone for a Successful Meeting <ul><li>A Meeting Purpose Statement example: </li></ul><ul><li>The XYZ Project team is meeting today </li></ul><ul><ul><li>TO – develop a risk and issue tracking method. </li></ul></ul><ul><ul><li>IN A WAY THAT – ensures issues can be captured, logged, assessed and ranked within risk tolerances. </li></ul></ul><ul><ul><li>SO THAT – the business stakeholders can be communicated in a timely manner, any outstanding issues against the project deliverables and the weighted risks associated with them. This will enable the Business Stakeholders to decide what issues should be corrected in order of importance considering time and cost. </li></ul></ul>
  22. 22. The Meeting Agenda - Roles <ul><li>Meeting Facilitator </li></ul><ul><ul><li>Leads the meeting </li></ul></ul><ul><ul><li>Mediates disputes and enforces rules </li></ul></ul><ul><ul><li>Keeps group on Meeting Agenda and Topics </li></ul></ul><ul><li>Meeting Scribe </li></ul><ul><ul><li>Takes Meeting Notes including Action Items </li></ul></ul><ul><ul><li>Communicates Meeting Re-Cap, open questions, any “Parking Lot” items </li></ul></ul><ul><li>Timekeeper </li></ul><ul><ul><li>Communicates to Facilitator when a topic is coming to an end </li></ul></ul>
  23. 23. The Meeting Agenda - Rules <ul><li>Rules should be mentioned after the Meeting </li></ul><ul><li>Purpose Statement </li></ul><ul><li>They also should be listed on the Agenda </li></ul><ul><li>Examples of rules: </li></ul><ul><ul><li>Only one person speaks at a time/no side conversations </li></ul></ul><ul><ul><li>Topics off of Agenda will be put in a “Parking Lot” </li></ul></ul><ul><ul><li>All ideas, opinions, statements are to be respected </li></ul></ul><ul><ul><li>Additions to Agenda must be sent to Meeting Facilitator 1 day before meeting </li></ul></ul><ul><ul><li>Come to the meeting On Time </li></ul></ul><ul><ul><li>No side work (answering emails) or cells phones allowed </li></ul></ul>
  24. 24. Your Company Logo Here Meeting Rules Area Action Item Area Your Agenda Area With Topics Times Main Body Remains The same Date Time Location XXXXXXXXXXX Team Meeting Agenda Date: November 1, 2011 Time: 1:00 PM – 2:00 PM Meeting Room – 2S306 Location – Meeting Facilitator: John Smith Scribe: Jack Doe Time Keeper: John Williams   Meeting Purpose: To In a Way That So That   Attendees:   Optional Attendees:   Please Read:   Please Bring: Any new open issues or topics that need to be communicated to the team   Dial in Number: 999-999-9999 Conference Code: 999 9999 Leader Code: 99999   Meeting Webinar URL   AGENDA ITEMS   Topics Presenter Time Allotted   <ul><li>Previous Meeting Recap </li></ul>Facilitator 5 min   <ul><li>Topic 1 </li></ul><ul><li>Topic 2 </li></ul><ul><li>Topic 3 </li></ul><ul><li>Topic 4 </li></ul><ul><li>Topic 5 </li></ul>Randy Davis All David Conners All All 5 min 25 min 5 min 5 min   Action Items Update (Refer to previous weeks meeting minutes) Facilitator 10 min   Wrap Up Meeting Scribe 5 min   TEAM ACTION ITEMS   No Action Item Description Assigned to Date Status   1   2   3   4   5   6   7   TEAM MEETING ROLES/RULES   Topics   1 Meeting Facilitator – Create agenda and send out to the team by end of day – 1 day before scheduled meeting. Coordinate selection of topic(s), enforce rules, facilitate discussion, determine next steps, and assign owners.   2 Meeting Scribe - Document all meeting minutes including decisions, issues, and action items and send out meeting minutes by end of day – 1 day after meeting. Delivers meeting wrap-up.   3 Time Keeper - will keep team on schedule and alert team as to topics coming to end of allotted time.   4 If you are selected for a meeting role and cannot attend the meeting, it will be up to you to communicate it to the Meeting Facilitator assigned for that particular weeks meeting so a substitute can be assigned.   5 Any topics that you wish to add as an agenda item or a discussion topic, in addition to the items listed, must be communicated to the Meeting Facilitator by end of day – 1 day before scheduled meeting.   6 Participants – Be an active listener, have an open mind, one person speaks at a time, all opinions are to be respected.   7 Other work is not to be done at this meeting (I.E. answering emails, BA work, cell phones) unless you scribe.  
  25. 25. Leading the Meeting <ul><li>Follow the Agenda </li></ul><ul><ul><li>Take attendance </li></ul></ul><ul><ul><li>Introduce Scribe and Time Keeper </li></ul></ul><ul><ul><li>State Meeting Purpose </li></ul></ul><ul><ul><li>Review last Meeting </li></ul></ul><ul><ul><li>Review Action Items for updates </li></ul></ul><ul><ul><li>Cover each agenda item in order </li></ul></ul><ul><ul><li>Note Action items </li></ul></ul><ul><ul><li>Note Questions </li></ul></ul><ul><ul><li>Parking Lot items off of purpose </li></ul></ul><ul><ul><li>Have Scribe read meeting Re-Cap </li></ul></ul><ul><ul><li>Announce next meeting (if Needed) </li></ul></ul><ul><ul><li>Ask the most important question! </li></ul></ul><ul><ul><li>End Meeting </li></ul></ul>
  26. 26. Meeting Discussion Techniques <ul><li>Brainstorming </li></ul><ul><li>Interviewing </li></ul><ul><li>Facilitated Workshops – JAD Sessions </li></ul><ul><li>Nominal Group Technique </li></ul><ul><li>Delphi Technique </li></ul><ul><li>Mind Maps </li></ul><ul><li>Functional Decomposition </li></ul><ul><li>Root Cause Analysis </li></ul>
  27. 27. Meeting Discussion Techniques <ul><li>Brainstorming </li></ul><ul><ul><li>Strives for “Group Think” </li></ul></ul><ul><ul><li>Produces numerous new ideas </li></ul></ul><ul><ul><li>All ideas accepted </li></ul></ul><ul><ul><li>Ideas condensed to a list </li></ul></ul><ul><ul><li>Best used for a group </li></ul></ul><ul><ul><li>Produces fast results </li></ul></ul><ul><ul><li>Ideas are non-judgmental </li></ul></ul><ul><ul><li>Dependent on team members willingness to participate and be open </li></ul></ul>
  28. 28. Meeting Discussion Techniques <ul><li>Interviewing </li></ul><ul><ul><li>Interview team members for specific information </li></ul></ul><ul><ul><li>Produces fast results </li></ul></ul><ul><ul><li>Can be conducted by email, phone, letters or other methods </li></ul></ul><ul><ul><li>Produces fast results </li></ul></ul><ul><ul><li>Must ensure subject matter experts are interviewed </li></ul></ul><ul><ul><li>Pre-send or come prepared with list of questions </li></ul></ul>
  29. 29. Meeting Discussion Techniques <ul><li>Facilitated Workshops – JAD Sessions </li></ul><ul><ul><li>Group of stakeholders with different perspectives </li></ul></ul><ul><ul><li>Issues/concerns are exposed </li></ul></ul><ul><ul><li>Group must arrive at an agreed upon consensus </li></ul></ul><ul><ul><li>Meeting Leader must facilitate </li></ul></ul><ul><ul><li>Group must remain focused </li></ul></ul><ul><ul><li>Best for solving problems </li></ul></ul>
  30. 30. Meeting Discussion Techniques <ul><li>Nominal Group Technique </li></ul><ul><ul><li>Can be done during a Brainstorming session </li></ul></ul><ul><ul><li>Ideas are reviewed and ranked </li></ul></ul><ul><ul><li>Must have evaluation and ranking criteria developed </li></ul></ul><ul><ul><li>Best for delivering a “Top #” list or best choices assessment </li></ul></ul><ul><ul><li>Can be used to reject ideas </li></ul></ul>
  31. 31. Meeting Discussion Techniques <ul><li>Delphi Technique </li></ul><ul><ul><li>Request for information is sent to a group of experts who participate anonymously </li></ul></ul><ul><ul><li>The responses are compiled </li></ul></ul><ul><ul><li>Responses sent back to group for further review until a consensus is reached </li></ul></ul><ul><ul><li>Best for honest feedback </li></ul></ul><ul><ul><li>Can be time consuming </li></ul></ul>
  32. 32. Meeting Discussion Techniques <ul><li>Mind Maps </li></ul><ul><ul><li>A group diagram approach of ideas or notes to understanding a process, problem, or approach </li></ul></ul><ul><ul><li>A center box is drawn with the main idea </li></ul></ul><ul><ul><li>From the center trees(limbs) are extended </li></ul></ul><ul><ul><li>Each additional limb contains another idea </li></ul></ul><ul><ul><li>Establishes group interaction </li></ul></ul><ul><ul><li>Clearly “Maps” the idea </li></ul></ul><ul><ul><li>Can be time consuming </li></ul></ul><ul><ul><li>Must evaluate each idea </li></ul></ul>
  33. 33. Meeting Discussion Techniques <ul><li>Functional Decomposition </li></ul><ul><ul><li>Group breaks down a process or problem into component parts to the lowest level possible </li></ul></ul><ul><ul><li>It creates a conceptual model </li></ul></ul><ul><ul><li>Consistent view of scope and effort </li></ul></ul><ul><ul><li>Can be used for time/cost analysis </li></ul></ul><ul><ul><li>To be effective the group must fully understand the problem or process </li></ul></ul><ul><ul><li>No way to ensure all of the components have bee captured </li></ul></ul><ul><ul><li>Can be extremely time consuming </li></ul></ul>
  34. 34. Meeting Discussion Techniques <ul><li>Root Cause Analysis </li></ul><ul><ul><li>Reorganizing problems or risks by their root causes and effects </li></ul></ul><ul><ul><li>Fishbone or Ishikawa diagram </li></ul></ul><ul><ul><li>Uses a structured method </li></ul></ul><ul><ul><li>Stimulates thinking </li></ul></ul><ul><ul><li>Generates discussion </li></ul></ul><ul><ul><li>Helps to identify more risks </li></ul></ul><ul><ul><li>Can be time consuming </li></ul></ul><ul><ul><li>Facilitator must have formal training </li></ul></ul>
  35. 35. Meeting follow-ups <ul><li>Scribe sends out to Attendees and CC’d: </li></ul><ul><ul><li>Meeting Minutes </li></ul></ul><ul><ul><li>Action Items </li></ul></ul><ul><ul><li>Any documents </li></ul></ul><ul><ul><li>Next steps </li></ul></ul><ul><ul><li>Next Meeting date/time/loc. </li></ul></ul><ul><li>At a minimum – One Business Day after Meeting </li></ul>
  36. 36. Ask the most important question at the end! <ul><li>Before Ending the meeting ask the </li></ul><ul><li>MOST IMPORTMANT QUESTION </li></ul><ul><li>Did we Accomplish our </li></ul><ul><li>Meeting Purpose Statement? </li></ul>
  37. 37. Ask the most important question at the end! <ul><li>IF YES </li></ul><ul><li>You ran a GREAT Meeting!!!! </li></ul><ul><li>IF NO – Guess What? </li></ul><ul><li>You have to schedule another meeting! </li></ul>
  38. 38. <ul><ul><li>Questions </li></ul></ul><ul><ul><li>Tell me what you think ??? [email_address] </li></ul></ul>