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PLANNING SUCCESSFUL MEETINGS

July 26th, 2010

One of the topics that comes up frequently in my workshops is the subject of MEETINGS. Seems that everyone is ‘busy’ participating in or running a meeting nowadays. It doesn’t matter whether you work in the public or private sector, chances are you attend meetings on a regular basis. Meetings, however, aren’t only for business professionals. Facilitated sessions—whether a staff meeting, planning session, community-based meeting, or a brainstorming session—take place in many different aspects of life.

I’m sure we all have attended some less than optimally run meetings. You know the ones; they seem to go on and on forever and still do not accomplish anything. I know I’ve been in a few of these. Yet running a successful meeting – or session – doesn’t just happen.  In fact, successful meeting/session facilitation takes place in four phases: planning the session, opening the session, facilitating, and closing the session. In this posting, we’ll explore the planning phase.

A good meeting/session requires good planning. But how much planning? I’ve heard it said that a typical model is 10% planning, 80% meeting, and 10% follow-up. A much more effective model is 50% planning, 30% meeting, and 20% follow-up. One of my favorite quotes is, “If you fail to plan, you plan to fail.” No one has time to waste, so putting a bit of time and effort into planning can help ensure your meetings/sessions are meaningful and productive. Below are suggested guidelines for planning effective meetings:

Determine the Purpose or Desired Outcomes of the Session:

Survey the people who will attend the meeting for topics they would like to have included in the meeting and ask for a brief description of their topic. Upon receipt, look for commonalities among the topics and prioritize accordingly. Better yet, once you’ve obtained a list of proposed topics, let the attendees prioritize the list! (Our Facilitation Skills for New Facilitators course has some excellent techniques for doing just this!)

Create an Agenda:

Once you have prioritized the topics, create objectives or agenda points for the entire session. Langevin emphasizes that clear, simple objectives should be written as an action verb followed by a noun. Also, declare start and end times for the session along with time limits for each topic as a courtesy for those attending. Generally, you can stay on track and achieve your outcomes if you adhere to time limits and keep the discussion flowing in an orderly fashion!

Post a “Parking Lot”:

Trainers use “Parking Lots” in their classrooms as a way to “bench” an issue/question until it can be addressed.  This technique works well for meetings, too. Plan to use a flipchart page or whiteboard on which attendees can write their issue/question until the end of the meeting. This keeps the session flowing more smoothly, allowing attendees to have their questions answered at specified times of the meeting.

Consider Room Set-up:

Believe it or not, this is an essential part of planning your session. The room set-up can make or break your meeting by allowing it to flow the way you need it to—or not! You have a few options:

  1. Round Tables: great for brainstorming sessions.  Fosters a ‘team’ environment and encourages participation among small groups.
  2. U” Shaped: use this set-up when you want the attendees to see each other and interact only when needed.
  3. Lecture Setting: chairs are in rows, like a theater. This set-up establishes the speaker as the main focus and works well when the main purpose of the session is solely imparting information.

Finally:

I encourage you to send out reminders about your meeting.  They should go out a day or two before the meeting.

Whether you are a manager, team member or HR professional, you may be called upon to facilitate/lead a meeting. So remember, it all starts with planning. And I’d love to hear what you’re doing around the Planning phase. Feel free to share! For more how-to’s on facilitating meetings, consider our new Facilitation Skills for New Facilitators workshop. The press is that it is a winner!

Melissa


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