072 How to Manage a Meeting

Meetings, in my opinion get a bad wrap in the corporate world. People seem to hate going to meetins and sometimes go to great lengths to avoid them. I get why people feel that way. Many times, it is because they feel like they aren’t getting anything out of them.

Understand Your Purpose In The Meeting
I’m a big proponent of not attending a meeting that isn’t going to be of any value to you. You should be sure you understand what your role is and what the purpose of attending is. For example, if you are attending just to be informed, then do you understand why being informed about the topic is beneficial to you?

A lot of companies or departments have a regular all hands type meeting where the head of the group covers the performance for the last quarter or talks about strategic initiatives, or other topics that have to do with overall performance. In this type of meeting, your purpose for being there is to be informed. This is your chance to hear about what is going on in the company in areas you may not be involved with daily. These are things that may not directly impact you, but they impact the overall company, which is something you should have an interest in.

Sometimes, your role at a meeting is to serve as a subject matter expert. The topic may be 99% unrelated to you, but in the event someone needs an answer to a question that only you can answer, you are there.
 
Understand Their Purpose For Being Invited To The Meeting
It is important, if you are the one calling the meeting that you have a good handle on why you are including the people you are including. As you create the meeting invite and add people to it, something is going through your mind about why you’ve included them. You should consider the fact that, if you were on the receiving end of the meeting you’d want to understand how this meeting is a good use of your time. So, you should ensure that the people you invite will understand as well.

Many times, when I schedule a meeting, I also send an email explaining what the meeting is about and what role each of the attendees is going to play. I will draft the email and put together the meeting invite and then send them both at the same time. That way, the recipient gets a meeting invite and an email from me together, which is likely to peak their interest. I think this results in people actually reading the email to find out what the meeting is about. I think this, then, results in their attendance at my meeting having a better understanding rather than just showing up with no expectations.

Be a Moderator
Another thing that you should do if you are hosting a meeting is remember that your role as host means that you need to serve as the moderator of the meeting.

You need to keep it on track. This could mean following an agenda. It could mean serving as a time keeper. It could mean making sure that everyone has a chance to participate.

Since it is your meeting, you are in charge, and you need to be confident about managing the meeting so that you accomplish your objective.

It may be that there are people in the meeting who outrank you, which could make you feel uncomfortable about taking control. This is part of growing in your career. You need to learn how to be comfortable being in charge when your title doesn’t make you the highest ranking person in the room.

You need to find a balance between coming across as rude and asserting yourself in the situation. This is where you can say something like “this is a great discussion, but I want to be cognizant of everyone’s time and be sure we can get to all of the topics on our agenda, so maybe we can schedule a follow up meeting to further explore this topic.”

Another tool I use is to say at the start of the meeting, “we have a lot to cover today and I expect some of these topics might bring out some passionate discussion, so I’m just going to warn you that I will be managing our time very closely in order to ensure we are going to be able to get through all of the topics.”

When you tell people up front, they won’t find it rude if you then follow through.

Another tip that I’d throw out there is if your meeting agenda gets just completely thrown out the window – to acknowledge it and move on. For example, if the discussion carries you away from the agenda but for whatever reason you are going to allow it, you can say, “you know, we’ve completely gotten away from our agenda, but this discussion is important, so I’ll just schedule another time to complete the original agenda.”

It may seem like overkill or micromanaging to say these things out loud, but what it does is ensures that everybody hears the same message. It may be obvious to you because it is your meeting, but you can never assume that it is obvious to everyone else.

Agenda vs Objective
One of the things I’ve noticed about meetings is that we are not always clear about the purpose of the meeting. For those who are attending, what are we expecting? Are they attending to be informed? To be consulted? To make a decision?

Most basic tips for proper meetings will tell you to include an agenda. But, I would argue that it is important to also be very explicit about what the objective of the meeting is. The agenda will give your invitees an understanding of the content of the meeting, the objective will tell them why their attendance is important.

If the purpose of your meeting is to influence, you should consider whether you need to hold pre-meetings with individual stakeholders who you think may be resistant to your idea or may need time to consider your proposal. The meeting before the meeting is a critical influence tool, but it is also a critical tool for making meetings more effective. There is nothing worse than having your meeting derailed by 1 person who is either resistant or reacts in a resistant manner because they need time to process your proposal. So, if you have a proposal, you should consider which meetings are necessary before the formal meeting.

If the purpose of your meeting is to brainstorm ideas, you may consider asking someone who doesn’t have a vested interest in the topic to facilitate the meeting. This will allow you to fully participate in brainstorming and leave the logistics to someone else.
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Recurring Meetings
My final tip is related to recurring meetings. If you are the host of a recurring meeting, make sure you check in to see if the original purpose of the meeting is still valid. A lot of meetings get set up to serve a specific purpose but remain long after the purpose is no longer relevant. It has really just become a habit and the meeting could be eliminated all together.