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Top 5 Meeting Tips
made possible by JIRA, Confluence & Trello
MARY RALEIGH | STRATEGY/OPS | ATLASSIAN | @MARYMARYKR
Bad Meeting Recovery Group
JOHN WETENHALL | STRATEGY/OPS | ATLASSIAN | @JWETENHALL
i’m in another so-so meeting
i figured
and trying not to freak out
stay calm john
i did
i did some yogic breathing
and tried to meditate
way to be john
and just focus on all the sounds i could hear
and meditated and thought about the physical space i was in
you closed your eyes in a meeting ?!?
then i closed my eyes
yeah i thought about doing some low
but i thought that might be distracting
“ohhmmmmms”
Progress
Agenda
Defining the meeting problem
5 easy solutions
Making an immediate impact
62
meetings attended per month on average
$
$
$
$
$
$
$
$
$
$
$$
$
I accept every
meeting invite I
get to look busy
Am I supposed to
be in charge?
I’m ALWAYS in
charge.
If I take notes, no
one will assign
me any work.
I heard there’d be
food. There’s no
food?!
daydreamin'
91%
Goal
Agenda
PracticesTools
Progress
Qualities of a good meeting
Action
Purpose & goals
Roles
Structure
Fun
SKILL
Agenda
Defining the meeting problem
5 easy solutions
Making an immediate impact
Qualities of a good meeting
Structure
Action
Purpose & goals
Roles
Fun
Purpose NOT worthy of a
meeting
Purpose worthy of a meeting
Request for help
Request for
help
Doc review
How to
Code review
Request for
help
Doc review
How to
Code review
Request for
help
Doc review
How to
Code review
Purpose NOT worthy of a
meeting
Purpose worthy of a meeting
Request for help
FYI
Request for help
FYI
Loneliness
Purpose NOT worthy of a
meeting
Purpose worthy of a meeting
Make a decision
Brainstorm
Operational Check-In
Project Kick-Off
Request for help
FYI
Loneliness
Purpose NOT worthy of a
meeting
Purpose worthy of a meeting
Turn purpose into progress.
Make a decision
Brainstorm
Operational Check-In
Project Kick-Off
Create list of ideas for IT teams campaign
Go/No Go decision made on campaign launch
Team knows each other’s top priorities for the
week.
Project team understands scope and end-to-
end project plan.
purpose goal outcome
Leader Check-List Participant Check-List
Do I need this meeting?
Is my meeting goal an outcome?
Is there a goal?
Qualities of a good meeting
Roles
Structure
Action
Purpose & goals
Fun
OHMMM
I’m just
planning what i’m
going to say
What
i’m saying is
important
SOS
river
pprover
ontributor
nformed
D
A
C
I
Leader Check-List Participant Check-List
Assign and share out roles
Know and own your role
Don’t take on every role yourself
Fewer attendees
Decline if you don’t have a role.
Do I need this meeting?
Is my meeting goal an outcome?
Is there a goal?
Qualities of a good meeting
Structure
Roles
Action
Purpose & goals
Fun
Intro
The Meat
Wrap it up
agenda
5-10 min
the bulk
> 3 min
Pro Tips
Use a timer
Check-in often
Parking lot
Are we on
track?
Our goal outcome: Go/No Go Decision
Updated talking
points and slide 21
Apr
Leader Check-List Participant Check-List
Time box discussion
Ask to review the agenda
Check-in mid-meeting
Review agenda at the start
Assign and share out roles
Know and own your role
Don’t take on every role yourself
Fewer attendees
Decline if you don’t have a role.
Do I need this meeting?
Is my meeting goal an outcome?
Is there a goal?
Qualities of a good meeting
Action
Structure
Roles
Purpose & goals
Fun
Every action must have an
Due DateOwner
What’s next?
Leader Check-List Participant Check-List
All actions have owners and due dates
Keep actions at the top of your agenda
Overcommunicate your action results
Ask to repeat actions at the meeting end
Time box discussion
Ask to review the agenda
Check-in mid-meeting
Review agenda at the start
Assign and share out roles
Know and own your role
Don’t take on every role yourself
Fewer attendees
Decline if you don’t have a role.
Do I need this meeting?
Is my meeting goal an outcome?
Is there a goal?
Qualities of a good meeting
Action
Structure
Roles
Purpose & goals
Fun
“Employees that have fun in the
workplace…
✓take less sick leave
✓work harder
✓and are more productive.”
Agenda
Defining the meeting problem
5 easy solutions
Making an immediate impact
PracticesTools
Confluence
JIRA Software
Trello
5 Qualities of meetings
Habit forming tips
Meetings =
big problem
Time, energy, and
money
You can do it!
For your team, your organization,
yourself
Qualities of a good meeting
Structure
Action
Purpose & goals
Roles
Fun
Turning bad into good
Purpose
Roles
Agenda
Follow up
Goal of the meeting
Decide: Go vs No-go on PR
Need: context
Fun
Purpose
Roles
Agenda
Follow up
Clear roles
Decision needs approver
Fun
Purpose
Roles
Structure
Follow up
Agenda
With topics, owners, and time limits
Fun
Purpose
Roles
Agenda
Follow up
Follow up actions
Capture & drive
Fun
Purpose
Roles
Agenda
Follow up
Have fun!
Fun
Build the skill
Reap the rewards
Roles
May be obvious (1:1) or quickly stated
Structure
Bullet point agenda in calendar invite
Purpose & goals
Agree via meeting invite or quick chat
Action
Track on a Confluence page
30m
1h00 Purpose & goals
Shared beforehand for comments
Roles
Stated on the page in DACI format
Structure
Agenda with topics, owners & time
Action
Leave ample time to clarify
Structure
Detailed agenda with topics, owners &
time
8h00 Purpose & goals
Group buy-in achieved in advance
Roles
Stated beforehand for each topic
Action
Assign to all. Leader drives follow up
Make progress
Make an impact
Action items
Put checklist of meeting qualities on your monitor
Check calendar on Monday & review upcoming meetings
Make sure every meeting has clear goal outcomes
NOW!
Thank you!
MARY RALEIGH | STRATEGY/OPS | ATLASSIAN | @MARYMARYKR
JOHN WETENHALL | STRATEGY/OPS | ATLASSIAN | @JWETENHALL
Q&A

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