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5 Tips for Running a Productive Business Meeting

The first Monday of each month, I dust off a favorite post from the Bennis Inc Blog archives and give you another chance to enjoy the wit and wisdom that’s been shared. Enjoy this month’s treasure – and if it inspires you – be sure to share it with family and friends!


5 Tips for Running a Productive Business MeetingThe dreaded business meeting. So often it starts with chitchat about the weather and then spins off into random discussions where no resolutions or courses of action are identified. Inevitably the meeting runs over its allotted time and all attendees leave wondering what was accomplished. There’s no follow-up and trying to find a date for the next meeting that suits everyone’s schedule is an impossible feat – if you want it to happen this year.

Does this sound familiar? It’s a scenario that is all too common – and completely avoidable if only the right organizational methods were applied. The changes we need to make to revamp an unproductive business meeting are quite simple, too. Having led countless business meetings on behalf of clients, I have identified five very simple, yet very effective tools for running a productive meeting.

If you’re ready to stop wasting hours of your life that result in nothing more than the need for another meeting, I urge you to implement the following suggestions today!

  1. Come with an agenda

Set yourself up for success by developing an agenda in advance of your meeting and having enough copies for all attendees. This will help guide everyone through the meeting’s core discussion points and quite literally, keep everyone on the same page.

As you develop your agenda, you’ll also be able to capture all of your thoughts so that you’re not struggling to remember them during the meeting. You can help move things along quickly by researching statistics, options or prices that may come up as a point of discussion. Anticipate what some attendees might ask and have the answer already provided.

  1. Bring your laptop or tablet

Be sure to bring your laptop or tablet with you! For the longest time, I wanted to travel light so I would carry only paper and a pen into a meeting. This changed when I realized how much more efficient I could be (whether leading the meeting or simply attending) when I had full access to documents, emails, etc.

If people need to see a document or reference an email, everything is right at your fingertips. I also take notes directly on the agenda on my laptop and am ready to send out the summary as soon as the meeting wraps up. This saves me the time of coming back to my office and having to transcribe and organize my notes.

Additionally, encourage other attendees to also bring their devices. Select a meeting space that at least has WiFi – even better would be a meeting space with a TV or projector that allows attendees to share their screen for everyone to see, as needed.

  1. Have a point person in charge

We have all likely attended a meeting where there appears to be no single person leading the discussion. Or, there is the meeting where everyone appears to be the leader and even more confusion ensues. The person who leads the meeting doesn’t have to be (and likely shouldn’t be) the highest position within the organization. Foremost, you want someone who is reliable and who has good organizational skills.

I have led many business meetings and it really requires only a small amount of time before and after the meeting to take on this responsibility. My favorite part is that I often get to delegate tasks to other attendees as we move through the agenda. It’s amazing how people will begin to chip in more when they know someone else has already taken the lead of organizing the meetings.

  1. Set the next meeting(s) during this meeting

When you are trying to get any more than 2 people together to meet, you need to schedule all future meetings out well in advance. Accommodating 3+ schedules can seem harder than rocket science (and maybe it is). You can avoid the slew of “Reply All” emails by scheduling the next meeting before you adjourn.

People can immediately pull out their calendars and in real-time tell you what will work and what won’t. If you know you’ll need many more meetings in the future, go ahead and schedule them all! The best method is to set a recurring day and time (i.e. the first Monday of the month at Noon). And if you’re still struggling to coordinate schedules, check out www.doodle.com – it’s a free tool and a lifesaver for scheduling meetings, especially with other busy people.

  1. Send out a summary of notes, highlighting action items

Finally, even the most organized business meeting can still fail to be productive if there is not some sort of follow-up with the attendees to remind them who is responsible for what. The person leading the meeting (or another designated note taker) should summarize the notes and send them out to all attendees within 1-2 days of the meeting.

These notes should outline important discussion points, decisions that were made and outstanding action items that need resolved before the next meeting. I like to develop a system that makes this visually easy to digest. For example, I color code people’s names and highlight that task in the appropriate color to show who is responsible. I also bold and underline any questions that need input from the group so they are easy to pick out. The more organized you are, the more responsive people will be. Most importantly, remind people of the next meeting!

Business meetings are a necessary evil. For as many times as we have all sat through a boring or unproductive meeting, there are just as many opportunities to take the lead and make your time together worth so much more. Try practicing these five tips at your next meeting – I am confident they will make a big difference!

What other tips have helped you run a productive business meeting? Share your expertise by commenting below!

 
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Posted by on March 6, 2017 in Business & Success

 

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5 Tips for Running a Productive Business Meeting

5 Tips for Running a Productive Business MeetingThe dreaded business meeting. So often it starts with chitchat about the weather and then spins off into random discussions where no resolutions or courses of action are identified. Inevitably the meeting runs over its allotted time and all attendees leave wondering what was accomplished. There’s no follow-up and trying to find a date for the next meeting that suits everyone’s schedule is an impossible feat – if you want it to happen this year.

Does this sound familiar? It’s a scenario that is all too common – and completely avoidable if only the right organizational methods were applied. The changes we need to make to revamp an unproductive business meeting are quite simple, too. Having led countless business meetings on behalf of clients, I have identified five very simple, yet very effective tools for running a productive meeting.

If you’re ready to stop wasting hours of your life that result in nothing more than the need for another meeting, I urge you to implement the following suggestions today!

  1. Come with an agenda

Set yourself up for success by developing an agenda in advance of your meeting and having enough copies for all attendees. This will help guide everyone through the meeting’s core discussion points and quite literally, keep everyone on the same page.

As you develop your agenda, you’ll also be able to capture all of your thoughts so that you’re not struggling to remember them during the meeting. You can help move things along quickly by researching statistics, options or prices that may come up as a point of discussion. Anticipate what some attendees might ask and have the answer already provided.

  1. Bring your laptop or tablet

Be sure to bring your laptop or tablet with you! For the longest time, I wanted to travel light so I would carry only paper and a pen into a meeting. This changed when I realized how much more efficient I could be (whether leading the meeting or simply attending) when I had full access to documents, emails, etc.

If people need to see a document or reference an email, everything is right at your fingertips. I also take notes directly on the agenda on my laptop and am ready to send out the summary as soon as the meeting wraps up. This saves me the time of coming back to my office and having to transcribe and organize my notes.

Additionally, encourage other attendees to also bring their devices. Select a meeting space that at least has WiFi – even better would be a meeting space with a TV or projector that allows attendees to share their screen for everyone to see, as needed.

  1. Have a point person in charge

We have all likely attended a meeting where there appears to be no single person leading the discussion. Or, there is the meeting where everyone appears to be the leader and even more confusion ensues. The person who leads the meeting doesn’t have to be (and likely shouldn’t be) the highest position within the organization. Foremost, you want someone who is reliable and who has good organizational skills.

I have led many business meetings and it really requires only a small amount of time before and after the meeting to take on this responsibility. My favorite part is that I often get to delegate tasks to other attendees as we move through the agenda. It’s amazing how people will begin to chip in more when they know someone else has already taken the lead of organizing the meetings.

  1. Set the next meeting(s) during this meeting

When you are trying to get any more than 2 people together to meet, you need to schedule all future meetings out well in advance. Accommodating 3+ schedules can seem harder than rocket science (and maybe it is). You can avoid the slew of “Reply All” emails by scheduling the next meeting before you adjourn.

People can immediately pull out their calendars and in real-time tell you what will work and what won’t. If you know you’ll need many more meetings in the future, go ahead and schedule them all! The best method is to set a recurring day and time (i.e. the first Monday of the month at Noon). And if you’re still struggling to coordinate schedules, check out www.doodle.com – it’s a free tool and a lifesaver for scheduling meetings, especially with other busy people.

  1. Send out a summary of notes, highlighting action items

Finally, even the most organized business meeting can still fail to be productive if there is not some sort of follow-up with the attendees to remind them who is responsible for what. The person leading the meeting (or another designated note taker) should summarize the notes and send them out to all attendees within 1-2 days of the meeting.

These notes should outline important discussion points, decisions that were made and outstanding action items that need resolved before the next meeting. I like to develop a system that makes this visually easy to digest. For example, I color code people’s names and highlight that task in the appropriate color to show who is responsible. I also bold and underline any questions that need input from the group so they are easy to pick out. The more organized you are, the more responsive people will be. Most importantly, remind people of the next meeting!

Business meetings are a necessary evil. For as many times as we have all sat through a boring or unproductive meeting, there are just as many opportunities to take the lead and make your time together worth so much more. Try practicing these five tips at your next meeting – I am confident they will make a big difference!

What other tips have helped you run a productive business meeting? Share your expertise by commenting below!

 
7 Comments

Posted by on May 11, 2015 in Business & Success

 

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10 Things to Remember When Planning a Professional Event

corporate event planning

Throughout my career, I’ve played the role of “event planner” more times than I can count. Fundraisers, golf outings, press events, clay shoots, meet and greets, prayer breakfasts, networking mixers, seminars and conferences are just some of the various types of events I’ve helped to plan. For each one there’s been a different venue, audience, menu, setup and marketing strategy. It’s been a whirlwind!

This experience has helped me to create quite the “tool box” of tips and tricks for successful event planning that can only be gained from my own trial and error. Oh and there have been many errors! Now I have professional events down to a work of art. I can anticipate the unexpected and I come prepared to address every odd request you can imagine. To help you do the same, here are 10 things to always, always remember when planning a professional event.

1. Be overly specific, assume nothing

I have many real life examples of event planning follies where I assumed something simple – like there would be a chair at the registration table – only to be left scrambling at the last minute over silly details. I’ve since learned to assume nothing and specify everything. When I’m in the event planning role, I can’t afford to be torn away from more important tasks to handle these types of mishaps. I work closely with the venue to specify the essential details (without being condescending, of course). Even if I risk looking a little too Type A, it’s a small price to pay for a well-executed event and a happy client.

2. Don’t be literal with the headcount

While I advise to be very specific with the event details, I don’t advise to be specific with the headcount. Inevitably people who have RSVPed will not show up and others who did not RSVP will. It’s the ebb and flow of event planning and somehow it all works out. What I’ve learned is that so much money is wasted on overestimating headcount. Instead, I underestimate the guaranteed count by at least 5 (if not 10) people. At the event, the venue can always pull out a little more food (for which they will also charge you). And at least you know you are paying for exactly what’s being consumed, which can be a cost savings of a couple hundred dollars!

3. Anticipate people arriving early (and staying late)

When I’m running logistics for an event, I always arrive at least an hour in advance to set-up, troubleshoot and acclimate myself with the venue and staff. I also do this because I know that a handful of early birds will arrive a half hour early as well. I hate to be caught still setting up (though it would totally be understandable), so instead I beat them at their own game! I also anticipate another group staying past the end of the event to eat and chat until the staff starts vacuuming over their feet. This means I, too, also stay late to ensure a professionally executed event from start to finish.

4. Bring a “tool kit”

You will always have a need for scissors, tape, extra name tags and pens. I can’t emphasize enough how often this has saved me the time of having to ask the venue to search and bring these items to me and how it also helps me to look extra professional and prepared. Slip these items in your laptop bag, and even if you don’t need them, you’ll have the peace of mind that you’re one step ahead.

5. Be accessible

When planning an event, you will need to be accessible and on your feet to address any issues as they arise. Maybe it’s someone at registration who said they paid, but their name isn’t on the list. Or maybe a side dish needs refreshed at the buffet that a server hasn’t yet noticed. I’m all eyes, all ears – and always on my feet at events.

6. Call upon helping hands

In order to pull off tip #5 of always being accessible, you need a competent team of helpers to assist you with being in multiple places at once. When I’m putting out the big fires, I rely on others to manage the registration table and greet guests. What this also means is that I have to prepare easy to manage lists and clearly explain the process to my helpers to ensure they know what to do even when I’m not around.

7. Keep people comfortable

People with full plates and full glasses are happy people. For the most part, people won’t remember the venue or the color of the table linens, but they will remember if they were well fed. Don’t skimp on food or drink and make sure that it is out before guests arrive and is left out even after the event ends, in case people choose to mingle after hours. Also, be sure your menu matches your ticket price. If people are paying a couple hundred dollars to attend a fundraiser, don’t give them chips, pretzels and a cash bar. Show them a good time! I promise you, this is always money well spent.

8. Strategically time your (brief) remarks

Hosting an event and not taking a moment to address the crowd is a really wasted opportunity. You may not be the most confident public speaker, but you can at least put together a few sentences especially if it means promoting the purpose of the event. Timing is everything to ensure people are paying attention. Plan to take the mic (and do use a mic) about halfway through the event. This will catch both latecomers and early-departers. Your remarks also give the event closure. If people need to take off early, they can feel like they have at least stayed for the most important part of the event.

9. Take advantage of the opportunity to market your services or future events

Use your remarks and printed promotional materials to market your services or future events. Give people something (verbally and physically) to take away from the event. You’re footing the bill after all, the least you can do is gain some promotional value from it! If this is an annual event, have a date set for next year’s event and promote it. If the event is not annual, give people some other call to action like a special discount on services if they purchase that day. If nothing else, at least invite them to visit your website and connect with you on social media.

10. Remember, it’s not about you!

It’s your event, but it’s not really about you. It’s about your guests. They are the ones either paying to be there or offering themselves as your captive audience for a few hours. Respect their time and make each guest feel special by greeting them, even if only briefly. Also keep your guests in mind when selecting a venue and food choices. Some restaurant off the beaten path may by a stone’s throw from your home, but it’s a trek for your guests. And just because you like a menu of red meat and potatoes, be thoughtful about your guests who may prefer some variety.

To boil down this entire list of corporate event planning advice, I simply urge you to be hospitable and genuine. Put the extra thought into the details to make this a pleasant experience for your guests so that they remember you for hosting a fun event, not wasting their time. Both extremes leave a lasting impression and you have the power to choose the outcome!

What other things would you add to this list? Share your event experiences (good and bad) by commenting below!

 
4 Comments

Posted by on July 14, 2014 in Life

 

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