Monthly Archives: November 2012

Change Principles, Effective Meetings, Updates

The Challenge of the Chair

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By Cindy Vallance @cdvallance

The challenge of establishing the conditions for a productive meeting falls to the CHAIR and much of the success of a meeting comes down to ADVANCE PREPARATION.

While the hints and ideas that follow should not be seen as prescriptive rules, they can provide ways to think through each meeting element.

As mentioned previously, once again, it comes back to first considering the explicit PURPOSE and precise OBJECTIVES of the meeting, or each part of the meeting.

Once the purpose and objectives are set, it is then useful to consider the meeting SIZE. Seven to ten is generally ideal for discussion. A meeting with over fifteen in attendance starts to become unwieldy and it will become increasingly difficult to ensure everyone’s voice is heard. In these cases, if discussion is desired, it can be helpful to first provide the context, then break into smaller groups for discussion and save time for a report back from each group at the end so thoughts can be collected and summarised.

Estimate the LENGTH of the meeting; two hours is generally a good maximum but many meetings can be effectively conducted within an hour.

The LOCATION of the meeting is also important. Ideally, everyone should have a clear view of everyone else; a round or oval table can be beneficial if the Chair does not wish to convey a hierarchical structure.

Do people need to ATTEND all or only part of the meeting? While having people come and go can be disruptive, it is worth considering on a case by case basis.

The Chair should draw up the AGENDA and circulate with applicable papers a minimum of two days in advance of the meeting (or longer depending how large that pack of pre-reading is, of course). Agenda items should be allocated in priority order so that the most important items are scheduled while people are fresh. Do students attend the meeting? Is their section always last? Why not try reversing the order? It is helpful to save a positive item for the end (see the point about praise in my last blog). However, if the meeting is a difficult one, it is important not to include something positive for its own sake. Simply thank participants for their honesty and engagement within the meeting.

It can be useful to request a brief SUMMARY DOCUMENT in advance from people who want to add agenda items to the meeting. This provides them with the opportunity to outline the purpose and objectives of their item(s), so the same rigour begins to be practiced by everyone.

DURING THE MEETING itself it is the responsibility of the Chair to maintain control by guiding the participants in a clear, transparent and respectful way through the agenda. It can be helpful to think of the Chair role as a facilitator who remains objective and impartial within the meeting even while having a direct and personal stake in the matters at hand. Getting engrossed deeply in the subject matter while simultaneously getting others involved are not activities that easily mix.

Once AT THE MEETING, the Chair should

Start the meeting on time

Clarify the objectives of the meeting so everyone has a shared understanding

Introduce each topic by putting it into context and explaining the purpose and objective of the item

Control the pace and time of the meeting

Keep discussions to the point by asking clarifying questions

Conclude each item by summarising what has been agreed or decided

Finish off by recapping all actions and time scales by individuals and confirm shared understanding

And what about AFTERWARDS? The Chair should:

Reflect on whether the meeting was successful in meeting its objectives by considering: what went well; what could have gone better? It can be helpful for the Chair to test their own perceptions with a few others who attended and who will be honest with us since we can either be our own worst critic or we can let ourselves get off too lightly

Confirm the minutes or action log and circulate to participants as soon as possible (ideally within a few days following the meeting)

Check that those responsible for actions have received the notes and taken action according to agreed timescales

Does all this feel just slightly overwhelming? Even as I write, I am cringing as I think how often I don’t manage to get all this right. However, since we spend so much time in meetings, isn’t it worth our concentrated and conscious efforts to make the best use possible of this ‘supertax‘ of work?

This blog has discussed the ‘what’ of meetings; my next blog will discuss some principles to keep in mind in relation to the ‘how’ of working with groups.

Change Principles

Restoration, re-invigoration and renewal

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Two types of change are commonly experienced at work (or in life) – ‘incremental improvement’ and ‘renewal’. In a previous blog I discussed incremental improvements and change.

Sometimes this terminology gets muddled – people often talk about ‘incremental change’, as if this is to be expected and welcomed, but it risks us accepting uncontrolled or ill-considered changes…

Drifting in a storm of change is a worst-case scenario!

… analogous to the experience of an untethered boat, without power or sail, bobbing across a choppy sea – at the mercy of external tides and winds and its own susceptibility to leak!

To cope better with change we need to anticipate it, by being proactive in improving our service before it is forced upon us and by getting everyone involved in shaping the change and being a part of what needs to happen. It is of course important to know which change to address and when and part of this is informed by involving people who know what is happening on the ground.

‘RENEWAL’, on the other hand, is a much more glamorous cousin; highly visible, demanding ‘out of the box thinking’ (I think this is the correct parlance) and often packaged as ‘strategic’. Each of these aspects can be very useful, but should be handled with care. Many of us will recognise the renewal approach as the preferred option of many a manager (particularly people new into a role):

One only has to think of a new football manager installed at a Premier League club, who ushers players out (‘dead wood’) and in (‘new boys’) for millions of pounds to ‘get the team into shape’, or to ‘have them working my way’.  By the time THAT manager has been fired (often in a matter of months) another ‘new man’ comes in (they usually are men) and does the same thing over again. On occasion the ‘new man’ may re-install players who had previously been in the club, whilst offloading the previous set of new boys…and so the cycle continues. Coincidentally a sacking occurred in the Premier League this week; Chelsea’s manager was hired temporarily in March, formally appointed August and fired in November.

After eight sackings since 2003, Chelsea Football Club now seek a ninth manager in as many years.

This is NOT to say that renewal is bad. Clearly at times it is vital – but it can easily be mis-handled. When well directed and purposeful, renewal is essential and can have significant impact. The caveat is that when it is not purposeful nor well-directed it is causes disruption (or worse).

So how do we avoid the problems? One major problem with many efforts at renewal and incremental improvement is that it is not really renewal at all, but simply an attempt at copying the previous experience of particular managers or other organisations. Whilst this appears perfectly plausible, attempts at applying methods from one place to another may not work. This lack of success is not just about people, but about the complex needs of different users (customer, clients etc), systems and the way that work is organised. Rather than copying, it is much better for teams to examine their users needs and the work they do to deliver the service. At that stage, use that new knowledge to make decisions about change – which may be incremental or may involve more significant renewal. Well-focused, well-thought out effort will enable change to have a better and lasting impact.

And as for meeting the changing demands of a vibrant, challenging world – what can we really do to be effective? Well, with the right effort and focus, even a tiny turtle hatchling can negotiate an ocean…

 

BBC Sport (2012) Roberto Di Matteo sacked by Chelsea after Juventus defeat,  21 November 2012
http://www.bbc.co.uk/sport/0/football/20423905

MacDonald, J. (1998) Calling a Halt to Mindless Change, Amacom, UK.

Seddon, J. (2005) Freedom from Command and Control, Vanguard Press, Buckingham, UK.

 

Change Principles, Communication, Dialogue, Effective Meetings

Team briefings – a particular kind of meeting…

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By Cindy Vallance @cdvallance

In my last blog, I discussed the importance of identifying the purpose and goals of meetings so that the Chair and participants can be clear on what should be accomplished. Regular team briefings are one common type of meeting. How can these be constructed?

Relatively short, regularly scheduled team briefings are most often for:

passing on information…I have news to share with you about …

decision-making…What are we going to do about…?

Depending on the length and regularity of the meeting, there may be time to include:

gathering information…What do you think of …?

problem solving…How should we resolve…?

However, often these last two items may involve additional people beyond those in the immediate team since there may be considerations that would benefit from input beyond the team itself.

A handy discipline to think through the team  meetings process is to apply the five P’s mentioned by Peter McCaffery in his book, The Higher Education Manager’s Handbook: Effective Leadership & Management in Universities & Colleges.

PROGRESS – how is the team doing in relation to specific objectives that have previously been set? It is important for the team to know that while the team’s ‘to do’ list will never stop growing, taking a moment to reflect on progress and accomplishments keeps us motivated to keep pushing ahead.

POLICIES – a shorthand word for what might be any range of initiatives. Are there new activities or changes in policies, systems or processes underway that team members should be aware of? When we are personally deeply involved in something we can forget that others are just as busy with completely different things and won’t have a clue what we are doing unless we regularly find a way to share this information so the team can gain a sense of the whole.

Note: There may be opportunities with the top two items to share information prior to the meeting to make discussion more effective. Depending how large the team is, maintaining an action log (to track ‘progress’) and circulating updates in advance (to share ‘policies’) can be practical ways to keep on track.

PEOPLE – are people joining, leaving, or changing roles? Have team members been involved in activities or attended events where information has been gained that could be usefully shared? Open and transparent sharing leads to a stronger and more cohesive team.

POINTS FOR ACTION – what do we need to do before we meet again? Who will do what? Identifying action points is critical so that discussion at meetings can lead to successful implementation and progress.

PRAISE – do we show appreciation for individuals and for the team as a whole? This important element is often missed in the rush to focus on the ‘what’ but can do much to keep the team feeling positive about the work to be done and the support we have in doing it.

If you aren’t a hundred percent happy with your team meetings, why not try applying the five ‘P’s within your next few meetings to see if the approach works for you and your team? Let them openly know what you are trying. They may have even better ideas.

My next blog: what are some of the challenges and possible pitfalls to avoid when chairing meetings?

Change Principles, Effective Meetings, Updates

Meetings Meetings Meetings – An Overview

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By Cindy Vallance

@cdvallance

Why do we have meetings? Often our reasons are noble. We want to share information and plans, encourage collegiality, and provide opportunities for consultation, decision making and mutual learning.

Sadly, however, some meetings can seem to make decision making more difficult and feel like a substitute for getting things done. People leave these meetings frustrated or puzzled and wonder why they bothered to attend.

How can we ensure that meetings we are responsible for are organised and conducted in such a way that demonstrates respect for everyone who is giving their time to attend? In turn, if we are asked to participate in a meeting, how can we show respect to the person who has called it?

If I am responsible for the meeting, firstly I need to decide the PURPOSE of the full meeting or each portion of the meeting.

Is it to pass on information? I have news to share with you about …

Is it to gather information? What do you think of …?

Is it for decision-making? What are we going to do about…?

Is it for problem solving? How should we resolve…?

In preparing the meeting agenda, we must be clear about its purpose and make this purpose known to meeting participants.

There are also a range of OBJECTIVES to consider when conducting meetings:

For instance, we may want to:

  • test the reactions of colleagues to our ideas
  • pool ideas and experiences on a subject in order to learn from each other
  • identify when further information is needed prior to decision making
  • build group morale

This might all seem like common sense.

However, meetings provide us with an opportunity to reflect on the old adage “easier said than done.” I know that I certainly have not always given due thought to purpose and objectives with every meeting I have been responsible for. However, that is why reminders  exist…to bring us back to principles that we may know but have sometimes become too busy or too lax to practice with the appropriate rigour. Meetings, like any other professional practice, require thoughtful consideration and intentionality.

Wouldn’t it be great if more meetings were clear on their purpose and objectives before we showed up, poured a coffee, and settled ourselves around the table?

Next time, hints on regular team meetings.

Change Principles, Effective Meetings, Updates

Meetings – How can we reduce the “supertax” of work?

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By Cindy Vallance @cdvallance

I closely follow the writing of Nilofer Merchant who is a thinker, independent author, and regular contributor to Harvard Business Review (HBR) on the topics of culture, innovation, and strategy and who was also recognised as one of the “Most Influential Voice on Twitter” last year by The Independent (UK).  One of her recent posts has stayed with me. In it,  she states:

“Inside our organisations, we ought to re-imagine meetings, because they truly are the supertax of work. If our goal is to create shifts, the role of meetings then should be about the dialogue around an idea so we can understand and learn together. Meetings should not be about regurgitating information that people could read at their own pace. They should allow space for us to hear one another and then to hear the distinctions of the ideas so we can discuss and ultimately learn what criteria matters to everyone — so a clarity of direction can become clear.”

My calendar, like many others across the University, is chock full of meetings. When I experienced a Blackberry synching problem recently, I somehow managed to lose the records of nearly all of my upcoming meetings. While I was momentarily tempted to use this as an opportunity to simply restart my work life with an empty diary, I knew the solution wasn’t that simple. I painstakingly (and with some help) manually recreated all of my calendar entries. So far, I have only missed one meeting and I just have to hope that I have caught the rest.

Last year, shortly after returning from the Change Academy residential programme, I wrote a blog series about the key principles that support a productive thinking environment and which form the basis for productive engagement in the work place including effective practices in meetings. The reality is that re-imagining meetings takes a commitment to positive values and behaviours as well as adherence to rigour in practice. However, while my previous blog series was about creating the right cultural climate for meetings, I didn’t focus in detail on meeting practicalities. Given how important meetings tend to be in our working life, sharing practical meeting considerations will be my goal for my next few posts.

What kinds of meetings work best for you? What tips do you have to share? Feel free to add your ideas and comments.