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Best Practices for Meetings
Shibabrata Mondal
www.wizergos.com
Why do we need Meetings?
● Face to face communication
○ Non-verbal Clues
○ Building Relationships
● Efficient
● Participative
www.wizergos.com
Data on Meeting Productivity
● More than $37 Billion is spent each year on unproductive
meetings
● Organizations spend 15% of their collective time in
meetings
○ Middle managers spend 35% of their time in meetings
○ Upper management spends 50% of their time in meetings
● Executives consider 67% of meetings to be failure
(source: https://www.themuse.com/advice/how-much-time-do-we-spend-in-meetings-hint-its-scary)
www.wizergos.com
Alternatives: you may not need a meeting
● When sharing hard data that does not need any
discussions
● For status meetings (specially the FYI kind)
● Announcements that are not accompanied by an
interactive Q&A
● Consensus building: try informal one-on-one discussions
www.wizergos.com
Goal of the meeting
● Make sure the meeting is goal oriented
● Write down the title or subject of the meeting
as a goal
○ Bad example: discuss IO performance issues
○ Good example: Come up with a plan to address the
IO performance issues
www.wizergos.com
Who should attend
● Make sure to invite only the people needed for the
meeting
● Be mindful to not miss anyone
○ Who is a key stakeholder or decision maker
○ Whose input is needed for important decision making in the
meeting
○ Who needed to be heard for successful execution of the
decisions
www.wizergos.com
Come up with Agenda
● Try to write agenda items also as goals wherever possible
○ Bad example: discuss the compensation plan for internship
program
○ Good example: choose the compensation plan for internship
program
● Make sure each agenda item has an owner who will drive
the agenda item during the meeting
● Make sure to add a time budget for each agenda item if
there are multiple agenda items for a meeting
www.wizergos.com
Preparation before meeting
● All attendees must be well prepared for the
meeting before the meeting starts
● In case everyone needed does not come to
the meeting prepared (in some cases) it might
be prudent to cancel and reschedule the
meeting
www.wizergos.com
Time Management
● Punctuality: start on time; end on time
○ Don’t repeat for late comers
● Stick to the agenda
● Cull any off topic discussions that does not add
value to the goal of this meeting
www.wizergos.com
Notes and Minutes
Take copious notes
Write down meeting minutes
www.wizergos.com
Decisions
Record all decisions made in the meeting
www.wizergos.com
Action Items
Write down Action Items with Assignee and
due date
Review Action Items from previous meetings
www.wizergos.com
Review Recurrence
● All recurring meetings must be reviewed
periodically for continuance
○ Daily or weekly meetings review quarterly
○ Monthly or quarterly meetings review yearly
www.wizergos.com
Where is all the Information?
● Meeting Agenda, Minutes, Notes, Action Items contain
valuable information and knowledge
www.wizergos.com
Information Loss
www.wizergos.com
Opportunity cost for revenue exceeds $15 million annually
for an organization of 1000 knowledge workers
(source: IDC report: The High Cost of Not Finding Information)
Act Now: Save and publish all data
● Information is the currency of the modern economy
● Do yourself a favour: save all these information in an
easily searchable format for your current and future
employees
www.wizergos.com
What next?
Try Wizergos Meeting Management Software
Sign up at: www.wizergos.com
For more information: info@wizergos.com
www.wizergos.com

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Best practices for meetings

  • 1. Best Practices for Meetings Shibabrata Mondal www.wizergos.com
  • 2. Why do we need Meetings? ● Face to face communication ○ Non-verbal Clues ○ Building Relationships ● Efficient ● Participative www.wizergos.com
  • 3. Data on Meeting Productivity ● More than $37 Billion is spent each year on unproductive meetings ● Organizations spend 15% of their collective time in meetings ○ Middle managers spend 35% of their time in meetings ○ Upper management spends 50% of their time in meetings ● Executives consider 67% of meetings to be failure (source: https://www.themuse.com/advice/how-much-time-do-we-spend-in-meetings-hint-its-scary) www.wizergos.com
  • 4. Alternatives: you may not need a meeting ● When sharing hard data that does not need any discussions ● For status meetings (specially the FYI kind) ● Announcements that are not accompanied by an interactive Q&A ● Consensus building: try informal one-on-one discussions www.wizergos.com
  • 5. Goal of the meeting ● Make sure the meeting is goal oriented ● Write down the title or subject of the meeting as a goal ○ Bad example: discuss IO performance issues ○ Good example: Come up with a plan to address the IO performance issues www.wizergos.com
  • 6. Who should attend ● Make sure to invite only the people needed for the meeting ● Be mindful to not miss anyone ○ Who is a key stakeholder or decision maker ○ Whose input is needed for important decision making in the meeting ○ Who needed to be heard for successful execution of the decisions www.wizergos.com
  • 7. Come up with Agenda ● Try to write agenda items also as goals wherever possible ○ Bad example: discuss the compensation plan for internship program ○ Good example: choose the compensation plan for internship program ● Make sure each agenda item has an owner who will drive the agenda item during the meeting ● Make sure to add a time budget for each agenda item if there are multiple agenda items for a meeting www.wizergos.com
  • 8. Preparation before meeting ● All attendees must be well prepared for the meeting before the meeting starts ● In case everyone needed does not come to the meeting prepared (in some cases) it might be prudent to cancel and reschedule the meeting www.wizergos.com
  • 9. Time Management ● Punctuality: start on time; end on time ○ Don’t repeat for late comers ● Stick to the agenda ● Cull any off topic discussions that does not add value to the goal of this meeting www.wizergos.com
  • 10. Notes and Minutes Take copious notes Write down meeting minutes www.wizergos.com
  • 11. Decisions Record all decisions made in the meeting www.wizergos.com
  • 12. Action Items Write down Action Items with Assignee and due date Review Action Items from previous meetings www.wizergos.com
  • 13. Review Recurrence ● All recurring meetings must be reviewed periodically for continuance ○ Daily or weekly meetings review quarterly ○ Monthly or quarterly meetings review yearly www.wizergos.com
  • 14. Where is all the Information? ● Meeting Agenda, Minutes, Notes, Action Items contain valuable information and knowledge www.wizergos.com
  • 15. Information Loss www.wizergos.com Opportunity cost for revenue exceeds $15 million annually for an organization of 1000 knowledge workers (source: IDC report: The High Cost of Not Finding Information)
  • 16. Act Now: Save and publish all data ● Information is the currency of the modern economy ● Do yourself a favour: save all these information in an easily searchable format for your current and future employees www.wizergos.com
  • 17. What next? Try Wizergos Meeting Management Software Sign up at: www.wizergos.com For more information: info@wizergos.com www.wizergos.com