Communicate in Advance
Before the meeting be sure to consider the following:
- Advance agenda
- Participants
- Time and place
- Preparation of materials
- List of audio/visual equipment available to
presenters
- Requests for any special needs
Overview
It's important to communicate well in advance when the meeting
will take place. We are all busy, and advance notice helps people
clear their schedule and prepare for the meeting. Be sure the
meeting participants know when and where to show up and what is
expected of them. Their preparedness depends on the quality of
your communication!
Checklist
Here's some of the essential information to include in your
advance communication:
- Meeting Owner(s)
-
Who is responsible for calling the meeting? Who should
participants contact if they have questions about the content of
the agenda? Who is the person (are the people) who worked with
you to develop the agenda?
- Meeting Location
-
Where is meeting being held - address, building and room
number and map if needed.
- Objectives or Outcomes
-
What is the purpose of the meeting? What is to be
accomplished?
- Preparation
-
What do participants need to prepare in advance or bring to
the meeting?
- Times
-
If the agenda is available send it as a draft in advance. It
should include start and adjourn times as well as breaks so
participants can plan around the schedule if they need to.
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Meeting content:
A focus on the task.
- Prepare in advance. Take the time to prepare for the meeting.
This may take only a few minutes to collect your thoughts and jot
them down or it may take hours for a formal presentation. But
advance preparation will allow the meeting to move forward
smoothly, eliminating wasted time and the impression that the
meeting was unproductive.
- Be clear about the meeting's objective. Why is this
important? Because if participants can't articulate the clear
purpose of a meeting, they will make up their own. If this
happens, your meeting will wander in as many directions as there
are participants.
Declaring a clear objective isn't a lofty goal and doesn't have
to take an hour to do. Just be sure that the reason for coming
together to present and collaborate has been clearly stated to
all participants. Here are some clear objective statements for
meetings:
- To design next year's marketing strategy.
- To gain consensus on the new manufacturing process
standards.
- Create a solid agenda. An agenda is an outline of things to
be discussed at the meeting, along with a time budget for each
item. To create your agenda, first look to the meeting objective,
since your agenda is a path to achieving it. Then look to the
participants since they will also have ideas about what is
important.
Two important tips about the agenda:
- Prioritize agenda items in terms of
importance to most participants.
- Assign realistic amounts of time to each agenda item.
- Who will participate? On a small project team or task force,
it will be easy to determine who should participate in meetings.
However, in other situations, it's not always a clear choice.
These questions provide a useful filter for choosing
participants:
Whose input do we need?
- Who's needed to make a decision?
- Whose buy-in do we need to move forward?
Answer these questions and you'll know who needs to be there.
Doing so may also eliminate a lot of your meetings. Many meetings
are held whether or not key participants are available, but then
you have to meet again when they can be there. You can save
yourself and everyone else the headache by choosing participants
appropriately and scheduling meetings to accommodate key
participants' calendars.
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Before The Meeting
- Define the purpose of the meeting.
- Develop an agenda in cooperation with key
participants. See a sample agenda.
- Distribute the agenda and circulate background
material, lengthy documents or articles prior to the meeting so members
will be prepared and feel involved and up-to-date.
- Choose an appropriate meeting time. Set a time
limit and stick to it, if possible. Remember, members have other
commitments. They will be more likely to attend meetings if you make
them productive, predictable and as short as possible.
- If possible, arrange the room so that members
face each other, i.e., a circle or semi-circle. For large groups, try
U-shaped rows.
- Choose a location suitable to your group's
size. Small rooms with too many people get stuffy and create tension. A
larger room is more comfortable and encourages individual expression.
- Use visual aids for interest (e.g., posters,
diagrams, etc.). Post a large agenda up front to which members can
refer.
- Vary meeting places if possible to accommodate different
members. Be sure everyone knows where and when the next meeting
will be held.
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