Category Archives: Effective Meetings

Change Principles, Communication, Effective Meetings, Updates

Tips for Meeting Participants

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By Cindy Vallance @cdvallance

Even if you’re not ‘in the Chair,’ all participants still have responsibilities when it comes to ensuring that all receive the full benefit from effective meetings.

Prior to the Meeting

Submit agenda items if and when asked to do so

Come to the meeting prepared to discuss the agenda at hand

Read and be familiar with any information that is distributed in advance

At the Meeting

Attend all meetings and if for any reason you can’t, send apologies in advance along with your legitimate reason for being absent

Arrive at meetings on time

Stay until the end of the meeting

Actively participate – that is why you are attending in the first place isn’t it?

Understand that within the meeting everyone has an equal right to participate

Exert peer pressure on other group members by fully supporting the Chair in managing inappropriate behaviour

Share ideas in an honest and open manner

If conflict exists, air these items in the meeting in a professional manner, not after the meeting

Retain confidentiality for any meeting items when agreed to

Once actions have been decided, support the group’s decision

Refrain from complaining about other participants or the group itself when outside the meeting

Raise concerns with the Chair directly

After the Meeting

Complete any tasks that you have responsibility for within the timeframe discussed

Share with the Chair any observations that might provide helpful learning for the future

In conclusion, the ‘how’ of the meeting is just as important as the ‘what’ since it is the collective energies, commitment and actions of the group that will help us to accomplish so much more than any of us can individually. Note that further consideration was given to the ‘how’ of creating a thinking environment for meetings in this earlier blog series.

Since this is my final blog for 2012, I would also like to take this opportunity to thank everyone who has been reading these pieces.  While formal comments within the blogs have been minimal, I have appreciated the references that colleagues have made about the blogs along with the retweets when these have been posted to twitter. I hope that you have found these blogs to be of interest. Do check back in the New Year and in the meantime, I wish you the very best for the holiday season and for 2013.

Effective Meetings, Updates

Meetings – Chair / Group Dynamics

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By Cindy Vallance @cdvallance

In my last blog, I discussed some of the practical considerations facing the Chair. However, even if the meeting goes like clock work on the surface operationally, it is important for the Chair to pay attention to the group dynamics that are just as important and that underpin every discussion, every meeting.

Again, it is once again the responsibility of the Chair to set the tone and take the lead with the group. If, for instance, the Chair behaves in a way that is open, honest, enthusiastic, and committed to positive outcomes, meeting participants are more likely to respond in kind.

The  Chair should be open about what kinds of dissent are acceptable. Let people know that it is okay to disagree (recall the old adage “if two people agree all the time on everything, one of them is unnecessary”) but that respectful and professional behaviour is expected.

Disagreement should focus on topics and should not be personal attacks against people. While people need to be able to express themselves openly, unhealthy aggression should not be tolerated.

It is important for the Chair to try to not take sides when disagreement occurs, but rather, remain impartial, stick to the facts and ask open questions for clarification. The Chair should work to keep their temper even when provoked. It may be necessary and useful to agree to meet with the dissenter(s) at another time outside the meeting. If a decision cannot be made within the meeting due to disagreement, the Chair should advise next steps and move on.

The Chair should also watch participation levels during the meeting and work to draw out comments from those who are less vocal; those who are quiet will often have a great deal to contribute but may not be as quick to speak, allowing others who speak freely to dominate the discussion.

The Chair should manage the tendency for discussion to go off course inadvertently and should work to steer the group back to the agenda if the discussion begins to wander. Asking questions and paraphrasing conclusions to seek common understanding and bringing participants back to the topic at hand can be helpful.

Wide ranging discussion (eg for gathering information or problem solving) can be helpful and genuine consultation is critical in these types of sessions but this should be an explicit part of the meeting (back to purpose and objectives again) rather than something that happens by accident as a meeting with a different purpose goes off track.

In a consultative discussion, it is important not to jump to instant solutions, but rather to consider the pros and cons of alternatives. It can be helpful to record suggestions as they are stated and to build upon these ideas as a group.It may be that this type of discussion will not end in a decision and this is fine. Time may be needed to reflect on the discussion. The Chair should, however, indicate what will be done with the information from the session and what the plans will be to either make a decision in the future and the timeframe for doing so.

Finally, Chairs (or those who hope to be Chairs) can learn much by watching for and emulating good examples. Good Chairs will have done their homework before the meeting, solicited input in advance where appropriate, gained the confidence of others outside the meeting, work to have a variety of participants lead on topics, strike a balance between direction and consultation, involve everyone, maintain a good pace, order, and humour even in difficult circumstances, and will get the job at hand done by moving beyond differences of opinion to agreed action plans.

This blog, along with the previous one on the Challenge of the Chair and the blog on Team Briefings have primarily focused on the Chair’s responsibilities. However, meeting success is not down to only one individual. What if you are not in the Chair? What are your responsibilities as a participant?

More on this next time.

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, 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.