Plan and Execute Effective Meetings
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The document provides tips for effectively planning and running meetings. It recommends determining if a meeting is necessary, choosing the appropriate meeting type, planning the agenda and logistics, using a meeting canvas to engage attendees and document decisions, and following up with meeting notes and feedback. The key is putting in upfront work to define goals, attendees, agenda, and format to make meetings more productive and less of a waste of time.
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Plan and Execute Effective Meetings
- 1. | XPLANE 1XPLANE-IFY YOUR NEXT MEETING XPLANE-IFY YOUR NEXT MEETING MAY 2014 By Kathryn Jarrell, VP of Operations
- 2. | XPLANE 2XPLANE-IFY YOUR NEXT MEETING Late or inattentive attendees, endless recapping and talking in circles with little or no progress made, a waste of everyone’s time. It’s enough to make you ask — Should we abandon meetings altogether? At XPLANE we believe meetings, when done correctly, can be a valuable tool. The key is in how you plan and execute your meetings. Here’s how XPLANE approaches them. Meetings get a bad rap
- 3. | XPLANE 3XPLANE-IFY YOUR NEXT MEETING First, do you even need to have a meeting? Stop and ask yourself, what am I trying to achieve? Can it be achieved faster or more effectively without calling the meeting? If you need a meeting, what kind of meeting do you need to have? This will influence everything from meeting location to duration. Most meetings fall within the following categories: Decision Making / Problem Solving Planning Learning / Sharing Brainstorming / Co-Creation DECIDE
- 4. | XPLANE 4XPLANE-IFY YOUR NEXT MEETING Meetings are generally won or lost before they even start. It’s essential to think through the details of what, who, when, where, and how. For a bulletproof meeting plan – ask yourself these questions: • What result are you trying to achieve? (This is your goal) • What decisions will be required? • What information is needed to support or inform this meeting? • Who should have input? (These are your attendees) • When is the best time (day/month/year) to have this meeting? • Where should we have this conversation (boss’ office? a coffee shop? any old meeting room?) • How much time is required to do this correctly? • How can you engage the attendees in an effective way? (framing questions, post up exercise, visual presentation)? PLAN
- 5. | XPLANE 5XPLANE-IFY YOUR NEXT MEETING PLAN Decision Making • Purpose / Goal (the Framing Question to answer) • Options to Consider • Plus / Delta those • Discussion • Decision • Next Steps • Align on end state you are trying to achieve • Key Milestones to get there • Requirements / dependencies • Risks / pitfalls • Assign owners • Next steps • Framing Question to answer • Independent idea generation • Post up all ideas • Sort similarities • Have each person vote on 2-3 favorite ideas • Next Steps Brainstorming Planning Those answers will begin to inform an agenda – the key ingredient to a successful meeting. Here are some template agendas based on common meeting types:
- 6. | XPLANE 6XPLANE-IFY YOUR NEXT MEETING 6 Back to the earlier question, how can you engage the attendees in an effective way? Consider creating a MEETING CANVAS. This is a visual framework based off the meeting agenda which will help anchor and hold the meeting together. DELIVER
- 7. | XPLANE 7XPLANE-IFY YOUR NEXT MEETING 7 As the meeting transpires, fill out the canvas with key decisions and notes. This will focus the energy of the attendees and keep them engaged. It also creates instant documentation of the meeting so meeting notes are already taken care of. DELIVER
- 8. | XPLANE 8XPLANE-IFY YOUR NEXT MEETING FOLLOW THROUGH Without follow through, it’s like the meeting never happened. Don’t forget to provide the meeting notes or canvas to attendees with clear actions items and corresponding deadlines. It’s also a best practice to get feedback from attendees on how effective the meeting was so you can continue to tweak and improve for next time. Doing all of this for a meeting is a lot of work, we know. And not every meeting needs this level of effort, but for the meetings critical to your organization, you’ll get better results and a better experience.
- 9. | XPLANE 9XPLANE-IFY YOUR NEXT MEETING www.xplane.com