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Meeting Standards & Best Practices: Meeting Objective: Information & Discussion

Last week, we talked about how crafting the ideal meeting invitation can prepare everyone involved and make meetings more effective. But does every meeting need to happen? No one wants to meet for the sake of meeting, but we sometimes fall into the trap of meeting as the default way to share information. Before planning a meeting, meeting leaders should ask themselves these questions:

  • What is the objective of the meeting?
  • Is there another or a better format to meet that objective?
  • How long should the meeting be?
  • Where and how should the meeting be held?
  • How many people need to be there?
  • What are the expectations for attendees?

Today, we'll focus on the first two questions about meetings' objectives. Think about the last meeting you attended or planned. What was the meeting's primary purpose? Was it to share information, discuss and gather/provide feedback, brainstorm, or build camaraderie? Would the meeting have been more effective in a different format?

 

Some meetings have multiple objectives; consider which need synchronous engagement and which might work better using other means. Also keep in mind the culture of your team: Are you populated by introverts who may engage more in an asynchronous setting? Will your participants speak less freely if they know they’re being recorded? Do you trust the participants to read e-mails/notes in the absence of synchronous meetings? If not, why not?

Below are some ideas for deciding the appropriate format for meetings arranged by objective...

 

Meeting Objective: Top-Down Information Sharing:

There are times when information is best shared face-to-face (or webcam to webcam), but often information-sharing meetings in which one person talks and everyone else listens could benefit from another format. Why make a group of people attend a synchronous meeting when little to no interaction is expected or desired? Unless it is crucial that all attendees hear the information at the same time (e.g., with a major personnel announcement), consider other methods (in order of effectiveness):

  • Video: Record a video with the pertinent information.
  • Audio: Make and share an audio-only recording.
  • Yammer: Updates, Announcements, and Notes in Yammer can all be used to share information easily with a select group of people.
  • PowerPoint: Many meetings (for better or worse) rely on PowerPoint presentations to share information. If a meeting is going to involve reading PowerPoint slides without much or any discussion, consider sharing the slides via email in lieu of meeting.
  • Email: Nearly everyone wants to cut down on the amount of email they receive, but another email is more time-effective than another meeting that could have been an email.

 

Meeting Objective: Top-Down Information Sharing with Q&A

If participant interaction is expected following information sharing, consider the following:

  • Be sure all participants can engage in the same manner. For hybrid teams, this means a Skype meeting, preferably with chat.
  • Chat can be a great tool for participant feedback and discussion, but someone needs to monitor the chat and be sure questions and comments are raised to the group.

 

Meeting Objective: Round-robin information sharing

The "round robin" is another type of information-sharing meeting that may be more effective in another format. While it is often important that people know what everyone is doing, they don’t necessarily need to hear it in real-time. In live round robins, there may be pressure to share only a short, important item due to time constraints, omitting other useful updates. There is also subtle pressure to say that you are working on important things, and really busy!

Share the information ahead of time, and bring topics that have interest to the meeting.

Unless it's necessary for all participants to hear every person's update, individual updates can be shared asynchronously and the meeting time saved for attendees to work on other things. If a meeting IS necessary, having people contribute their updates asynchronously ahead of time can better prepare all attendees to discuss them in the meeting.

Alternatives to live round-robins:

  • Email updates to the meeting leader, who collates them and shares in the meeting notes
  • Use a Yammer group thread for everyone to respond with updates
  • Post updates to a shared Sites folder

Read more about alternatives to information-sharing meetings.

 

 

Meeting Objectives: Discussing and gathering feedback

Discussion and feedback meetings can be the most challenging type to hold, particularly with large groups, as they require back-and-forth conversation.

  • If discussion with a large group is required, strongly consider whether the meeting could be broken down into multiple smaller meetings with fewer participants.
  • As with some of the alternatives above, consider a Yammer thread, which prevents one or two voices from dominating the conversation and ensures that everyone has an opportunity to participate.
  • Choose a method to identify and prioritize how questions and comments should be raised (e.g., in the chat box), and clearly communicate it to the group.
  • Meeting leaders should introduce parameters for discussion at the beginning of the meeting and stick to it. For instance, if attendees are to indicate in the chat box when they have a question, avoid taking questions that are voiced without this indication.

Read more about how to effectively hold discussions in a meeting.

 

Next week we’ll continue talking about planning meetings, focusing on planning for working meetings such as project or brainstorming meetings.

Anne, Lisa, Amber, and Erin

Remote Experience Working Group

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Plan the meeting

There are a number of questions that should be considered as part of the meeting planning process.  These include:

What is the objective of the meeting? Information sharing?  Socialization and team building?  Discussion and feedback?

How long should the meeting be? Do your objectives allow time to set up, deal with potential issues, cover housekeeping details, and have a gracious goodbye?

Is the meeting likely to start late (due to room conflicts, technology issues, etc.)?

How many people need to be there?

Let's investigate these questions.

What is the objective of the meeting?

There are a number of different reasons to hold a meeting. Knowing the meeting objective and considering the best way to meet that objective will help you host productive meetings.

Some meeting objectives include:

  • project-based working meeting such as a working group
  • discussion and feedback from a small or large group of people such as a department management meeting
  • information sharing such as an all-staff meeting
  • socialization and team building such as baby showers and holiday parties

Information Sharing Meetings

Information sharing meetings can be challenging.  It is important to get specific information across to what is often a large group of people, preferably in an engaging format.  Something to consider is that there may be a better way to impart information rather than a traditional “talking-head” meeting, where one person talks and everyone else listens.

If the meeting participants are not expected to interact in any significant way, consider an alternative method to share the information. However, if the participants do need to interact, then the meeting should be set up in such a way as to maximize collaboration and feedback opportunities.

Things to consider for informational meetings with participant interaction:

  • Be sure all participants can engage in the same manner. This means a Skype meeting, preferably with chat.
  • Your audience will be more engaged if they see people talking.  Anyone speaking should share their webcams.
  • Chat can be a great tool for participant feedback and discussion, but someone needs to monitor the chat and be sure questions and comments are raised to the group.

 

Options for informational meetings with little participant interaction:

  • Record a video of yourself discussing the pertinent information, and include slides or other resources as needed. This is the most effective method to share information asynchronously, as seeing you discuss the topics is most engaging to your audience. The video also serves as a permanent archive for new staff.

Tip: Share the video via Yammer or SharePoint, and encourage recipients to ask questions using the Yammer or SharePoint discussion board.  This provides the needed information in an engaging manner, creates a permanent record, provides a channel for questions and answers, and allows everyone to participate in the discussion.

  • Make an audio-only recording discussing the pertinent information and share it on Yammer or SharePoint.  This is less effective than a video, as their isn't any visual content.
  • Create a text-based message and share it on a Yammer or SharePoint discussion board. This is less effective than the audio recording, as there isn't any human element involved, and people really are more engaged when we hear voices, see faces or, preferably, both.
  • Send an email.  This is the least effective method overall, as there is no human element and there isn't an easy way for anyone to discuss the topic or provide feedback.

Discussion & Feedback Meetings

Discussion and feedback meetings are the most challenging to hold.  The objective requires a back-and-forth conversation among a number of participants, which is challenging with more than 10 people (and sometimes with less than 10).

Recommendations for discussion and feedback meetings:

  • Strongly consider either multiple smaller meetings or a more discussion-friendly format such as a discussion board if more than 10 people need to participate in the conversation. 
  • If a synchronous meeting is needed, choose a method to identify and prioritize speakers and clearly communicate it to the group.
  • Let the group know if they can use audio and if they should share their webcams.  Webcams are always preferred for any speakers in any meeting.
  • Make sure there is a chat option and that it is monitored.  Designate someone to raise chat questions and comments to the group.
  • Include an effective way to share and collaborate with meeting resources such as documents, charts, and PowerPoint files both before and after the meeting.
  • Choose a record-keeping method and clearly communicate it to the group.  Include chat and any interactive elements such as white boards in the record.  Communicate to the group how/where the record will be stored for archival purposes.