Running Effective Meetings
APAC September 2017
Lynn Valenter, Vice Chancellor of Finance and Operations
Impact of Effective Meetings
(Why do I care?)
• Professional Development &
Career impacts
• Use of precious resources
• Higher Ed and Collaboration
Learning Outcomes
Understand meeting purposes; why do we need
them and what are common expected outcomes?
Be able to describe resource impacts of meetings.
What are the key phases of a successful meeting?
What are some common causes of failure?
Why have a meeting?
Collaborative culture and
Complex organization
For the wonks (Parallel v sequential)
Resource Impacts
$ One of the most expensive forms of workplace
communication
$ Multiply number of attendees x hourly rate x (length
of meeting, travel time and prep time)
$ Balance against outcome(s) and alternatives
$ Carefully consider length, attendees and frequency
Overview of an Effective Meeting
• Clear purpose, pre-planning
• Conducted well
• Conclusions and follow up
• Elements to avoid
Clear Purpose
Clear Purpose
Information sharing
Improve teamwork
Agreements, decisions or solutions
Do’s and Don’t s of Effective Meetings
• Do’s • Don’ts
Do’s and Don’t s of Effective Meetings
• Do’s • Don’ts
– Right people in the room X Flounder
– Thoughtfully schedule, X Digress
consider invitees everyone X Go on a tangent
necessary, but stop there
– Send reminders
– Start/end on time
– Follow the agenda
– Manage the discussion
– Shorter is better
– Summarize key decisions and
next steps
– Confirm action items
Meeting Agenda
A Worthy Investment
– Include start time, time allotted, end time
– Time for major categories, not sub-elements
– Plan for Introductions, purpose/outcome
statement
– Note structure of key elements – presentation,
overview, discussion, prioritization
– Allowance for additions to agenda
Enterprise Application Subcommittee May 29, 2015
AGENDA:
1. Introductions
ALL 5 min
2. Overview of structure and purpose
VALENTER 10 min
• WSU Strategic Plan (attached)
• ITEB
• ITSAC
• Enterprise Subcommittee (attached)
3. Discussion about projects and processes VALENTER/ALL
30 min ITS Project Review (attached)
• ITS Scoring Rubric – Background (attached)
• Case study for discussion – University Technology/Help Desk (attached)
4. Discussion about role in Enterprise Applications VALENTER
5 min
– upcoming Human Resources/Finance enterprise
5. Path forward/logistics
Facilitation
• Formal training (Meeting Management &
Facilitation)
• Ground rules
• Over/under contributors
• Keep on track, parking lot, timing facilitation
(one/two more comments)
Facilitation Skills
• Idea generation
– List/flip chart
– Contrast/color with pen
– Brainstorming
– Group individual, list until no new (nominal)
– Sticky notes
– Electronic submission in advance or in meeting
– Facilitator/scribe if you’re running the meeting
Facilitation Skills
• Group decision-making
• What criteria will be used?
• Consider methodology
– Size of group
– Relative knowledge
– Compatibility, trust, group dynamics
– Complexity, anonymity
Facilitation Skills
• Elimination • Initial H,M,L
• Consensus • Dots
– Color?
• Vote – Multiple dots or no?
• Commonalities – Must use all dots?
• Matrix – Rank/prioritize
• Rank
Conclusions and Follow Up
Protect the investment
Decide who will follow up, by when
Record/memorialize decisions
Communicate results
Effectiveness encourages future
commitment
Variable Elements
Planning
Process
Culture
Advance information
Reminders
Follow-up (minutes, action items, etc.)
Summary
1. Meetings matter. Necessary and cost-effective done well.
2. Pre-planning is an investment.
3. Conducting a meeting includes tending to culture,
discussion, agenda, timing and outcomes. Experience
helps.
4. Conclusion/follow-up is good stewardship of the
investment. Minutes, summary, action items with
time/person accountability and scheduling next steps
protect the investment.
5. Know what can make a meeting ineffective and avoid.
6. Facilitation training valuable.
Active Learning
Need to generate budget reductions within your
department/division. How would you structure an initial
meeting? Who would you invite? What would the
agenda look like?
You’ve heard rumblings of unrest within a department.
How might you structure a meeting to begin to address?
You are chairing a committee that selects employee of
the year. You have 15 nominations. How would you
structure a meeting (or meetings) to determine your
recommendation to the decision-maker?
You need to conduct a mandatory safety or awareness
training. What would an agenda look like?
