Set Objectives – The art of setting objectives is something you will get better at with experience. You will want to give the attendees as much information as possible on why you have called themeeting and what you expect to accomplish. You will also want to set a clear timeline. Establish an agenda and distribute in advance – Send your attendees an agenda and a copy of thedocumentation you will be presenting to them. This gives them the opportunity to become preparedfor the meeting and the opportunity to truly participate. Your results will fall short of your objectivesif you give a customer a fifty page document and then turn around and ask if he or she has anyquestions.
Send it out a few days in advance and let them know that you are willing to answer anyquestions they may have. Ask the attendees if they have talking points for the agenda and have thememail those thoughts back to you before the meeting so you too will be better prepared. People love toparticipate. This shows them you are interested in what they have to say and also shows them that youlike to be prepared in advance so as to not waste anyone’s time.
Start and end the meeting on time (Don’t allow interruptions or sidetracking from the meetingsagenda) – It is important for you to utilize your time as efficiently as possible. It is a good ideal to settentative times for each item and then stick to them. You do this by the art of “on table / off table”. Ifyou find the meeting getting off subject, you will want to take the subject “off table”.
Then when youare documenting and assigning the next steps you will be able to schedule time for those questions /comments, if they are truly important. Work through each agenda item (Assign and document action items) – In your agenda you willhave documented a list of action items you want to discuss. You will want to address each item and ifadditional follow-up is needed, assign a party to be responsible for the task and a timeline forDocument and assign next steps – If you are not able to finalize all the action items, you will need todocument the steps required for completion and the individual responsible. You can also take thistime to take action on items that you had tabbed “off table” and make assignments and scheduleSummarize Meeting – To close the meeting, you will want to leave yourself a few minutes tosummarize what has been completed and summarize what follow-up is required. You shouldschedule follow-up meetings for sign-off on any action items that you have scheduled.
Minutes – Make sure that comprehensive Minutes are taken and distributed. You can do this yourselfor assign it to another person.