Conducting Effective Meetings By: Romains Bos
Agenda   Purpose PACER Code of conduct Meetings roles and responsibilities Effective meeting principles Meeting process Behaviors that help the meeting Problem statement Goal setting Delegation of action
To properly drive the performance and accountability to executable plans to meet meeting objectives and commitments   Purpose
PACER P  urpose A  genda C  ode of Conduct E  xpectations R  oles and Responsibilities
Establishing a  Code of Conduct Ground rules or norms  how the meeting should be run How team members will interact What kind of behavior is accepted Rules: Meeting’s start on time  Only one conversation at a time  Let everyone finish their sentence / thoughts Three knock rule  Cell phones will be turned to vibrate during meeting   Tools: - Brainstorming - Round Robin - Flipchart
All Members are Active Participants Team Leader Time Keeper Scribe Process Monitor Spokesperson  Meeting Minutes - sets guidelines and goals - ensures deadlines are met - makes ideas visible - keeps team focused - reports to other groups - takes notes Meeting Roles & Responsibilities
Effective Meeting Principles Set Purpose and Code of Conduct Define Desired Outcomes Always have an Agenda  Establish Roles Capitalize on Brain Power Take Minutes  Assign Action Items ROI Risks, Opportunities, and Issues
Meeting Process Schedule Performance ROI Closure Feed-Back Plan ROI Review Feedback Review External Dependencies Schedule Performance Functional stand up meetings Prepare Conduct Follow-Up
Behaviors That Help The Meeting Gate Keeping Encouraging balanced participation among all team members Clarifying Listening and probing for understanding Harmonizing Bringing together different points of view and helping people work through differences Initiating Offering new ideas and suggesting different approaches Summarizing Reviewing the discussion and decisions made and planning next steps ........Building Trust
Problem Statement Format for a  good  problem statement : The ( current process )  is resulting in  ( measurable negative effect )  and  ( business-related consequence ). We are ( producing defective product ) ( leading to an increase in customer complaints ) ( which could jeopardize our market share ). No hint of the solution should be in the problem statement Components Negative statement Result Consequence
Goal Setting T S  mart M  easurable A  chievable R  ealistic T  imely S M A R
Delegation of Action Ensure task is relevant Ensure task is clear  Break large task down Get completion date Look for subject matter experts  Get willing commitment Offer assistance (yours or others) Create and distribute Action Table / ROI Follow-up Recognize achievement

Conducting Effective Meetings

  • 1.
  • 2.
    Agenda Purpose PACER Code of conduct Meetings roles and responsibilities Effective meeting principles Meeting process Behaviors that help the meeting Problem statement Goal setting Delegation of action
  • 3.
    To properly drivethe performance and accountability to executable plans to meet meeting objectives and commitments Purpose
  • 4.
    PACER P urpose A genda C ode of Conduct E xpectations R oles and Responsibilities
  • 5.
    Establishing a Code of Conduct Ground rules or norms how the meeting should be run How team members will interact What kind of behavior is accepted Rules: Meeting’s start on time Only one conversation at a time Let everyone finish their sentence / thoughts Three knock rule Cell phones will be turned to vibrate during meeting Tools: - Brainstorming - Round Robin - Flipchart
  • 6.
    All Members areActive Participants Team Leader Time Keeper Scribe Process Monitor Spokesperson Meeting Minutes - sets guidelines and goals - ensures deadlines are met - makes ideas visible - keeps team focused - reports to other groups - takes notes Meeting Roles & Responsibilities
  • 7.
    Effective Meeting PrinciplesSet Purpose and Code of Conduct Define Desired Outcomes Always have an Agenda Establish Roles Capitalize on Brain Power Take Minutes Assign Action Items ROI Risks, Opportunities, and Issues
  • 8.
    Meeting Process SchedulePerformance ROI Closure Feed-Back Plan ROI Review Feedback Review External Dependencies Schedule Performance Functional stand up meetings Prepare Conduct Follow-Up
  • 9.
    Behaviors That HelpThe Meeting Gate Keeping Encouraging balanced participation among all team members Clarifying Listening and probing for understanding Harmonizing Bringing together different points of view and helping people work through differences Initiating Offering new ideas and suggesting different approaches Summarizing Reviewing the discussion and decisions made and planning next steps ........Building Trust
  • 10.
    Problem Statement Formatfor a good problem statement : The ( current process ) is resulting in ( measurable negative effect ) and ( business-related consequence ). We are ( producing defective product ) ( leading to an increase in customer complaints ) ( which could jeopardize our market share ). No hint of the solution should be in the problem statement Components Negative statement Result Consequence
  • 11.
    Goal Setting TS mart M easurable A chievable R ealistic T imely S M A R
  • 12.
    Delegation of ActionEnsure task is relevant Ensure task is clear Break large task down Get completion date Look for subject matter experts Get willing commitment Offer assistance (yours or others) Create and distribute Action Table / ROI Follow-up Recognize achievement