top of page

Elements of an Effective Meeting Part 2

In the previous installment, we explored the critical role of the facilitator in ensuring effective meetings. We learned how a skilled facilitator, whether internal or external, creates an environment where participants feel valued, focused, and productive. As promised, this installment will delve into the next crucial elements: setting clear objectives, crafting realistic agendas, and establishing working agreements.  


If you have been in one of my facilitated meetings, you've likely heard me say “Every effective meeting starts with a clear objective and an agenda to achieve it.” After the objective and agenda are reviewed with participants, we set working agreements for standards of acceptable behavior to support a productive meeting.


These components transform ordinary meetings into purposeful, action-driven sessions.


The Power of a Clear Objective

A meeting without a clear objective is like a ship without a compass. Objectives give direction and purpose, making it clear to participants why they are gathered and what the expected outcome is. It also helps to guide what not to talk about.


Defining Precise Objectives

Adopt Stephen Covey’s principle, "Begin with the End in Mind." Whether it’s a brainstorming session or a decision-making meeting, define specific, actionable outcomes to be achieved by the end of the meeting. For instance, rather than simply "discussing project updates," aim for "identifying key project milestones, requesting necessary resources, and assigning next steps."


Ensure the objective aligns with broader organizational goals. Start the meeting by tying the objective to the larger purpose, making it relevant and engaging for participants.


Communicating the Objective

Share the objective in advance to allow participants time to prepare. If someone doesn’t find the objective valuable, encourage them to spend their time more productively elsewhere. Reiterate the objective at the beginning of the meeting to ensure that everyone is on board.


Crafting a Realistic Agenda

An agenda is the roadmap of your meeting, guiding the discussion and ensuring all key topics are being addressed while respecting everyone’s time.


Focus on what matters most

In line with Covey’s “Put First Things First”, tackle the most critical issues at the start when energy and focus are high.  Resist the temptation to begin with easier topics, which can consume valuable time and leave insufficient space for more important discussions.  Additionally, be mindful of participants coming from other meetings—avoid letting unrelated topics creep into your agenda and stay disciplined in addressing only what aligns with your meeting's objectives.


Allocate Time Thoughtfully

Be realistic with estimates for the time needed for each topic. Allow for healthy debate, especially on complex issues. Consider if some topics could be addressed in smaller offline meetings to respect everyone’s time. Build in buffer time to avoid a rushed or incomplete meeting.


Keep it Flexible

While it’s important to follow the agenda, be open to adjusting priorities as the meeting progresses. Encourage participants to raise pertinent issues at the beginning, and collectively decide on necessary adjustments to the agenda or meeting time.


Start on Time, End on Time

Beginning and ending on time sets the tone for an efficient meeting. It may not always be perfectly achieved, but it establishes clear expectations.



Establishing Working Agreements

Organizations that set general working agreements for all meetings tend to have more productive outcomes. These agreements set the behavioral tone, ensuring everyone understands what is expected.


Engage participants in creating these agreements to ensure buy-in and adherence. Typical agreements might include:

  • One person speaks at a time.

  • Stay on topic.

  • Respect all opinions.


Skilled facilitators lead by example, adhering to and gently enforcing these agreements. Revisit them as necessary to keep them relevant.


Bringing It All Together: A Case Study

Imagine you’re facilitating a quarterly review meeting with the objective to "Review project progress, identify barriers to success, and assign action items for the upcoming quarter." The well-structured agenda might include:

  1. Project Progress Review (20 minutes): Brief updates from each participant.

  2. Barrier Identification (20 minutes): Discuss any issues or challenges encountered.

  3. Problem-Solving (15 minutes): Assign tasks and responsibilities to overcome obstacles.

  4. Q&A and Open Discussion (10 minutes): Address any additional points or questions.

  5. Commitments and Agreements (5 minutes): Confirm decisions and action items including who will do what, by when.


Working Agreements could include:

  • Stay Focused: Keep discussions relevant to the topic at hand.

  • Limit Distractions: Laptops and tablets are only allowed for viewing materials pertinent to the discussion. No checking email, social media, or multitasking.

  • Be Concise: Limit updates to key points and barriers.

  • Speak up: Share ideas and opinions, especially if they differ from others.  Do not hold side conversations during or after meetings.

  • Respect All Contributions: Be open-minded. Encourage input from all.  Actively listen to all opinions, even if you don’t agree.


By applying clear objectives, a structured and realistic agenda, and effective working agreements, this meeting would not only stay on track but also lead to actionable outcomes, making it a valuable use of everyone’s time.


Summary

Setting clear objectives, crafting realistic agendas, and establishing working agreements are crucial steps in ensuring that your meetings are not just conversations, but meaningful and productive gatherings that drive results. These elements work together to create a structured environment where participants feel valued, heard, and empowered to contribute.


In our next installment, we will explore strategies for facilitating engaging discussions. We’ll cover techniques for encouraging participation, managing diverse personalities, and ensuring that your meetings are as dynamic and interactive as they are productive. Stay tuned!





bottom of page