Before the Meeting
Determine your Purpose
- Sharing important information, especially that which will be heard for the first time?
- Updates on organization strategies and management decisions?
- Providing context for processes/procedures/ changes and how they impact current work?
- Gathering input from employees?
- Communicating how unit /branch work impacts other branches/units?
- Updates on other branch, unit and colleagues’ work?
- Decision making?
- Idea creating and problem solving?
Preparation
- Do you know have a clear objective for the meeting?
- Do you have the background information read?
- Do you provide background information to the appropriate people?
- Do you advise people ahead of time that a decision will be made and do you provide them with the necessary materials so that they may come prepared to make a decision?
- Do you have an agenda?
- Have you set aside enough time for the items on the agenda?
- Have you determined the purpose of your meeting?
- Are you trying to achieve too many objectives in one meeting?
- Who needs to be in attendance?
- Does the format of the meeting need to be adapted according to the subject or the attendants?
- What are the participants expecting from the meeting?
- Consider how you can get the best out of the participants.
- Will a change of the time, duration, or location of the meeting to make it more productive?
- Do you need any tools to make the meeting more effective? (Flip chart, PowerPoint, handouts, etc.)
- How will you arrange the meeting room set-up to maximize participation?
- Consider rotating the chair responsibility.
- Do you make sure that the right people are invited to the meeting?
- Do you ensure that people are not invited unnecessarily?
During the Meeting
- Do you keep to your agenda?
- Are you make clear about action items and who is responsible for each of them?
- Do you get contributions from all of the participants?
- Before the meeting is adjourned, Summarise each agenda item, what has been decided?
- When a meeting is longer than an hour, do you allow for a short break (just a few seconds) to stretch, refill coffee, etc?
- Do you ensure participants return on time?
- Do you return on time?
- Do you send a succinct message to meeting participants indicating the requested/agreed upon actions and decisions within the next day.
- Do you make this information available for those who weren’t able to attend, but need this information?
- Do you follow-up on the actions for which you are responsible?
- Since it’s harder to meet as a large group with any frequncy, consider a weekly or bi-weekly Stand-up meeting
- Keep it to 15 minutes or less
- Provide important updates (Details can follow in a unit meeting or email.)
- Have regularly scheduled yearly, quarterly, or bi-annual meetings for longer meetings.
One-on-one meetings
Use to:- Provide feedback
- Review portfolio
- Discuss learning




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