Plan Your Meetings @ Meeting Professionals International

  • About PYM
    • About us
    • Testimonials
    • Advertise
    • PYM in the news
  • Education
    • Live events
    • Advice and best practices
    • Meeting industry news
    • PYM Professional Development Guide
  • Resources
    • City guides
    • PYM business directory
    • Request information
    • MPI membership
  • Special offers
    • PYM Contests
    • Weekly deals and highlights
  • Blog

5 essential steps to holding more effective meetings

April 15, 2012 by Kristi Casey Sanders 9 Comments

Ask any regular Jill or Joe in Corporate America what the biggest waste of their time is and they’ll respond, “meetings.”

As meeting professionals, we know instinctively that meeting face to face is the most effective way to communicate policy, reinforce branding, accomplish organizational objectives, team-build, drive sales and any number of things. Thanks to organizations like the U.S. Travel Association, we’re starting to see formal studies that prove that, too.

RELATED STORY: The true value of the U.S. meetings and events industry

Unfortunately, so many meetings end up feeling like a waste of time because, despite all the talk that happens during them, nothing gets accomplished afterward. The afterglow generated by an inspiring sales incentive or phenomenal motivational speaker eventually will fade. And their message alone can’t keep people from returning to old habits.

Fortunately, there are some simple steps that will help you plan more effective meetings — whether it’s a weekly staff meeting or an annual convention. Some will make you say “duh” and others “doh!” But they’re worth repeating, reinforcing and passing on to your friends. Because whether or not you’re in a leadership role, you can influence the meeting design and experience, and help educate your stakeholders and fellow employees on how to meet more efficiently.

Step No. 1: Define the goals for the meeting

MeetingWoman2p-500x375Why is this meeting important? What needs to be determined? Who needs to be there? If you can’t answer those three questions, then this meeting shouldn’t happen. The answers not only will shape the agenda, they will inform the meeting design and attendee experience.

RELATED STORY: How to improve your meeting’s outcomes

Step No. 2: Make it clear to everyone why the meeting is happening

In an in-house meeting, this happens by sharing the agenda and goals at the very beginning. At a larger gathering, this happens during the pre-show communication and opening remarks. If you let people know what you’re trying to accomplish, they’ll be looking for ways to help you rather than wondering why they are there.

RELATED STORY: 5 tips for speaking confidently and persuasively with undecided stakeholders

Step No. 3: Determine action items and deadlines

So many meetings end with a vague call to action. That’s why they accomplish nothing. After you define the desired end result, you need to determine what steps must be taken to get there. Then you need to figure out who’s responsible for taking each action, what resources they need to meet their goal and set deadlines that are realistic and achievable. Before the meeting ends, make sure that what’s been agreed to is repeated and written down, and that everyone is clear on what they’re responsible for and what their deadlines are. Also determine who’s going to make sure everything stays on track.

RELATED STORY: To work smarter, set SMART goals

Step No. 4: Empower people to play devil’s advocate

If something is a stupid idea, or will waste the company’s time and resources, it should die in committee. Similarly, if there is something that is attractive because it’s new and shiny but isn’t a solution to something that’s a burning priority, someone needs to question why it’s so important to do now. If the attendees aren’t empowered to question the authorities — whether that’s a speaker or the CEO — you’ll get a lot of people who listen, nod their heads and walk away feeling like they gained nothing. People need to discuss and debate issues to understand why action is important and how taking action will benefit them. Otherwise, they’ll go through the motions without any investment in the outcome or belief that it will do any good.

RELATED STORY: 5 ways to promote positive conflict in meetings for more effective collaboration

Step No. 5: Keep track of milestones and hold people accountable

Remember those goals and action items that were defined? Don’t wait until deadlines have passed to meet again. Check in regularly with each person or department assigned an action item to find out their progress and what they need to make their delivery dates. If someone misses a deadline, hold them responsible and find out when the task will be achieved. Slowly, as people either meet or miss deadlines, it will become clear who the organizational linchpins and liabilities are.

This post explains one of the 33 skills all meeting and event planners need to master. Discover the others here.


PYM2015-Practical-Guide-to-Meeting-Planning

The Practical Guide to Meeting Planning

Pages of handy-dandy checklists of essential items and best practices.

Download it today

Filed Under: Goal-setting, Meeting and event design Tagged With: action items, create change, effective meetings, how to, make meetings more efficient, manage staff, management tips, run a meeting

About Kristi Casey Sanders

I am Meeting Professionals International's Director of the Thought Leadership and the former VP of Creative/Chief Storyteller of Plan Your Meetings @ MPI. I love exploring how technology can enhance, engage and connect people face-to-face, virtually and remotely.

Since 2003, I have worked to educate, empower and inspire meeting professionals and people just entering the industry.

Engage with me @PYMLive @MPI or @KristiCasey on Twitter, or through Plan Your Meetings and Meeting Professionals International's social media sites.

Plan well & prosper, friends!

Comments

  1. Ruhi Desai says

    November 15, 2012 at 1:51 AM

    Hi,
    Your article on effective meetings is very informative and really a good resourceful content. However the success of a meeting depends on various pre-requisites such the relevant participants, suitable time & venue, a clear cut agenda for the meeting and the minimum time which is allotted to it.
    Please visit our Blogs and share your views with us

    Thanks and Regards,
    Ruhi Desai,
    Senior Business Development Manager @ Sapience Analytics Pvt Ltd

    Reply
    • Kristi Casey Sanders says

      November 15, 2012 at 11:39 AM

      Hi Ruhi-

      For this particular article, I wanted to address things that could make the execution of the meeting more effective. But the elements you pointed out are absolutely crucial to the planning stage of the meeting process. I think it all comes down to goals. Knowing those goals will dictate the superficial design as well as the attendees, content and execution.

      Thanks for chiming in! I look forward to reading more of your comments in the future & I’ll check out your site.

      Plan well and prosper,
      Kristi

      Reply
  2. Paul D. Hoag says

    May 10, 2017 at 2:18 AM

    Hii,

    Your article is very interesting and helpful.

    From my point of view, the most crucial step for a successful meeting is pre-defined goals because it will helpful in informing the meeting design and attendee experience.

    Reply
  3. Kristi Casey Sanders says

    May 23, 2018 at 12:45 PM

    Paul:

    Great point. That’s why I have the goal-setting as step No. 1. If you take it a step further and create a matrix of the most important goals, as prioritized by your key meeting stakeholders, then it makes it really easy to figure out where you need to spend your money and what you don’t have to waste your time on!

    Kristi

    Reply

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *







About Us

Everything we do at Plan Your Meetings @ Meeting Professionals International is designed to educate, inspire and empower meeting planners, and connect them to the ideas and resources they need to plan better meetings and events. Read More…

Recent Posts

  • Event marketing strategies for tough economic times (UPDATED)
  • The time is right to simplify and focus
  • Fyre Festival and planning in cinema
  • Free industry magazines, blogs and podcasts (UPDATED)
  • Leading on-demand industry education (UPDATED)

Welcome new PYM partners!

  • PYM Welcomes Horseshoe Bay
  • PYM Welcomes Wynn Las Vegas
  • PYM Welcomes Delta Air Lines
  • PYM Welcomes Starwood Hotels and Resorts
  • Woodlands Resort & Conference Center

Our Mission

PYM @ MPI seeks to empower the people who make meetings happen by providing best practices education, helping them forge strong business partnerships with suppliers and find mentors in the industry. We firmly believe that meeting and event planners are the movie producers of the corporate world. Meetings move us. Meetings mean business. When we meet, we can change the world.

2711 Lyndon B. Johnson Freeway, Suite 600, Dallas, Texas 75234

PYM @ MPI Privacy Policy  |  Contact Us

The Practical Guide to Meeting Planning

PYM2015-Practical-Guide-to-Meeting-PlanningPages of handy-dandy checklists of essential items and best practices. Download it today

Connect with us

Want to keep up with what's going on with PYM? Follow us across our Social Networks.
  • Dribbble
  • Facebook
  • Instagram
  • LinkedIn
  • Pinterest
  • Twitter
  • YouTube

Become a Meeting Professional

Join Meeting Professionals International, the largest and most prestigious international association for meeting and event professionals.

Want to learn more? Contact us or call 866-318-2743 and tell them PYM sent you! MPI Logo

©2019 Plan Your Meetings @ Meeting Professionals International. Plan well & prosper, friends!