Bob Lewis
Columnist

Running an effective meeting

analysis
Mar 25, 20083 mins

Dear Bob ...I need some meeting tools, to keep order, steer content on point and so on.I find that often, meetings up here take on a life of their own and the moderator cannot take them back without banging on the table.Also, my boss is very articulate. In the last two tech meetings which he asked me to setup, I wrote concise invitations, and attendees came prepared to get work done.Fortunately or unfortunately,

Dear Bob …

I need some meeting tools, to keep order, steer content on point and so on.

I find that often, meetings up here take on a life of their own and the moderator cannot take them back without banging on the table.

Also, my boss is very articulate. In the last two tech meetings which he asked me to setup, I wrote concise invitations, and attendees came prepared to get work done.

Fortunately or unfortunately, he took control of the meeting. In the end, he acknowledged his commandeering of the meetings, said there was a lot accomplished, and thanked me for setting them up.

Nevertheless, I felt unprepared as a moderator in comparison to him and see I need to improve my skills. I have asked him to approve my attending some more practical seminars on this.

Before that … any advice?

– Facilitation-challenged

Dear Facilitating …

Sometimes, you do have to bang on the table. Just keep your good humor about you as you do so. Here are a few other techniques you might find helpful:

1. Make sure every meeting has a point — a reason for taking place. Announce the reason at the beginning of the meeting (except for recurring meetings; even in these it’s worth reminding attendees on a regular basis).

2. Make sure every meeting has an agenda — a list of specific topics to be covered. First item on the agenda: Status of action items from previous meetings. Last item on the agenda: A review of all open action items, including new ones this week.

3. Always have a flip chart or whiteboard. Use it to list ideas so everyone can see them; to sketch designs so everyone has a common point of reference; and to keep a “Parking Lot” — a place to list ideas that have no place on the agenda but still shouldn’t get lost. If you use a whiteboard, bring a digital camera so it’s contents don’t get lost.

4. Every topic should finish with agreement on action — who is going to do what, and when it will be delivered.

5. Get good at facilitation — at making sure everyone is heard (including people who would rather sit silently) and that nobody dominates. For people who dominate: “Thanks, Ralph. I think we have that point recorded already — does this say it?” (pointing at an item on a flip chart or the whiteboard — another reason for making sure you have one, the other, or both). For non-participants, “What do you think about this, Fred? I know you have expertise in this subject.”

Another aspect of facilitation: Get good at recognizing when the group has beat a subject to death. “I think we’ve said everything we have to say about this subject. The next agenda item is …”

One more: Recognizing when it’s time for a consensus check. “It sounds like we’re close to a decision on this – namely, blah blah blah. Let’s go around the room. Fred – agree or disagree? Ralph? John?”

6. Rotate responsibility for meeting notes. Whoever is responsible must get them out within 24 hours.

One good format for meeting notes is: Topic/Decisions/Comments (if needed)/Action Items. Repeat and summarize the action items at the end of the notes.

Bad format for meeting notes: “He said/she said/they said.” This wastes everyone’s time.

Last point: If you do need to bang your shoe on the table, use the heel. Otherwise you’ll scuff the leather.

– Bob