The first step in running a great meeting is to be crystal clear on your purpose and what a great outcome looks like.

Making a Decision

You’re framing different options and asking a decision-maker to make a call. Success is both getting to a clear decision and everyone leaving with a sense of trust in the process.

  • A decision gets made
  • Includes people directly affected as well as designated decision-maker
  • Presents all credible options, information and recommendations
  • Gives equal airtime to dissenting opinions and makes sure everyone feels heard

Sharing Information

Sharing information in person is more engaging and allows the group to ask questions or express their reactions. A great informational meeting accompanies the following:

  • The group feels like they learned something valuable
  • Conveys key messages clearly and memorably
  • Keeps the audience’s attention (rich storytelling, skilled pacing, interactivity)
  • Evokes an intended emotion – inspiration, trust, pride, courage, empathy, etc.

Providing Group Feedback

A feedback or ‘review’ meeting is for stakeholders to understand and give input on work in progress. The purpose is to get the best outcome for the project.

  • Gets everyone on the same page about what success looks like for the project
  • Honestly represents the current status of the work – how things are going, any changes since last check-in, and what future plans are.
  • Clearly frames open questions, key decisions or known concerns to get the most helpful feedback
  • Ends with agreed -upon next steps (including when the next milestone or check-in will be)

Generating Ideas

The best idea generation comes from time for individual thinking (either before or during the meeting) and time for engaging with others to share and hear different perspectives. Preparation and good facilitation are essential. A good session will:

  • Produce many diverse, non-obvious solutions
  • Consider the totality of ideas from everyone, not just the loudest voices
  • Help ideas evolve and build off each other through meaningful discussion
  • End with clear steps for how to turn ideas into action

Strengthening Relationships

When we all understand each other a little better as human beings then working together also becomes easier and more enjoyable. Team lunches, dinners, and other social events serve this purpose, as do some 1:1s and team meetings. It can be any time we use, formal or informal, to invest in learning more about our colleagues’ values, hobbies, interests, families, life stories, etc. A good session will:

  • Create better understanding and trust between participants
  • Encourage people to be open and authentic
  • Help more people to feel cared for

Other Meeting Tips

  • Invite the right people – only those who contribute directly to or are impacted by the meeting’s purpose and outcome
  • Give people a chance to come prepared
  • Have an agreed agenda and stick to it
  • Make it safe for people to contribute
  • Be explicit about the behaviour norms you expect
  • Change up your meeting format to encourage participation
  • Manage equal airtime for everyone
  • Get feedback on the meeting
  • Always leave with everyone clear on next steps – who will do what by when

*Adapted from The Making of a Manager by Julie Zhuo

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