MEETINGS

1. Clarify purpose and aims

A clearly stated purpose or aim describes the key decisions that must be made or actions that must occur at the meeting. The purpose of a meeting should be stated at the top of the meeting agenda.

Some example purpose statements might look something like:

• Share best practices in graduate recruitment and identify opportunities to recruite collaboratively

• Identify priority goals for next year

• Examine and update admission criteria

• Decide how to get feedback from faculty, staff and students

Everything else on the agenda including topics, times, and presenters are the activities that, taken together, will accomplish the aims. A weekly or monthly staff meeting may not require meeting aims beyond the agenda items.

For more see: Clarifying aims and purposes

2. Create an agenda

An agenda is a framework that guides and supports the meeting. Agendas are like roadmaps, blueprints, flight plans, and recipes. An agenda helps focus the group's work toward achieving desired outcomes. Good agenda items provide focus and structure for a meeting.

Some example agenda items might look something like:

• Report on fall enrollments

• Identify members for ad hoc space committee

• Generate list of possible solutions for the xyz problem with pros and cons of each

For more see: Creating an Actionable Agenda

3. Schedule the meeting

Scheduling a meeting involves much more than just making a list of attendees. It requires identifying key people who must attend and either finding times that work for them or notifying them of the meeting's time and location. Once an optimal date and time are agreed upon, a meeting location can be selected. (Choice meeting locations sometimes dictate meeting dates.)

Other scheduling activities might include some of the following:

• Create a scheduling grid

• Create an electronic mailing list at the start

• Keep a sample E-mail handy to use as a double-check

• Draft the final meeting notification early on, with date, time and location added later.

P.J. Barnes, from the University's Office of Quality Improvement schedules multiple meetings every week involving the chancellor and provost, vice chancellors, associate vice chancellors, deans, directors, chairs, and other campus leaders. P.J. has a system for these hard-to-schedule meetings.

See P.J.'s article, Scheduling Meetings

4. Post and send out agenda

An agenda should be sent to participants ahead of time to help them prepare to participate. There are legal requirements for posting meeting notices. All campus committees created by rule or official act are subject to certain Wisconsin open meeting laws. For more on Wisconsin law click here--!@#$%^&*()----.

For departmental and standing committee meetings you should do the following:

1. Provide at least 24-hour advance notice of a meeting via a central bulletin board. (Newspaper announcements not required.) In limited cases, 2 hours advance notice would be allowed.

2. Allow public access including newspaper reporters and others (E.g. anyone in the department could attend the open portion of the of the Executive Committee meeting).

3. Allow committees to go into closed sessions (members only) to deliberate on personnel matters, although votes must be taken in open session.

E-mail voting is not allowable under the current law, nor are electronic discussions. Open meeting laws do not apply to advisory committees or ad hoc task groups.

For questions, contact John Dowling, Senior University Legal Council, jdowling@vc.wisc.edu.

5. Circulate supporting information

You should always circulate supporting materials to participants in advance of the meeting. However, deciding how much information to send in advance can present a conundrum. Some people won't look at anything prior to the meeting and some will conscientiously read all the supporting information they can. Here are some things to consider when deciding what and how much to send out ahead of time:

Do &

Don't

1. Do provide enough information before the meeting so people arrive with a general familiarity and framework of the issues to be discussed.

1. Don't assume that everyone wants or needs his or her own copy of large reports. Two people can often easily share a copy in a meeting. This can save paper and staff time resources.

2. Do provide web site URL's instead of paper documents where possible.

2. Don't send documents/materials without some explanation of how they relate to the agenda (if this is not clear from the agenda).

3. Do extract information in a succinct outline or summary whenever possible to make it unnecessary for members to read long or ponderous documents.

3. Don't send anything that is so complex or technical that it requires someone to interpret it. Hand that out at the meeting (or parts of it) and explain what it means.

6. Make room arrangements

Ensure that room arrangements (including refreshments) are made. Room arrangements can make a big difference in how well a meeting goes or doesn't go. Most important is that participants can see and hear each other.

Although a "U" shape arrangement or open square is ideal for smaller groups of 20 or less, it is not usually a good choice for larger groups. The yawning hole in the middle makes communication difficult. A herring bone arrangement of tables is usually better for these larger groups.

[See article, "Room Arrangement for A Successful Meeting."

7. Arrange for recorder

The recorder takes notes on paper, laptop or on flip charts. Meeting notes should be distributed as soon after the meeting as possible. The longer the lag, the less confidence the members have that their investment will result in action.

For groups that meet regularly, the recorder is responsible for keeping previous meeting notes and agendas in one place where they can be referenced later such as from a notebook or shared network drive, etc.

7 Critical Ways Productive People Prepare for MeetingsPeople hate meetings that waste time. Use these tips to be a time saver, not a time stealer.

BY KEVIN DAUM, INC. 500 ENTREPRENEUR AND BEST-SELLING AUTHOR

@KEVINJDAUM

Getty Images

Everyone hates long meetings that are unorganized. These days, people are busy enough with their regular work so when meetings are bad, they get mad.

Most meetings suck because people are unprepared. They haven't given thought to the reasons why the meeting is happening and the desired outcome. Worse, they are afraid to step up and take control so other offenders don't steal time.

Don't let bad meetings steal your time. Use these preparation techniques to make sure you and the other attendees get the most from meetings whether there are 2 or 10 people.

1. Research the attendees.

There is no real excuse today for not knowing the people with whom you are meeting. Whether it's a one on one or a conference table of 10, you should have some idea of who is at the table. Get a list of attendees and Google each one. Check out their Linkedin profile and perhaps even look at them on Facebook to understand who they are and what they bring to the conversation. The time spent up front will not only save time on introductions, but it will give you powerful insights should conflict occur.

2. Determine clear objectives.

Most meetings ramble because people wait until the last minute to determine what they want from the time spent. Even if you are the only one clear on what is to be accomplished, you can drive the results to meet your needs and declare completion when the objectives are met. That leaves the pressure on the others to justify hanging around.

3. Plan a suggested agenda.

In his book Death by Meeting, Patrick Lencioni suggests leaving the agenda open until the beginning of the meeting. That doesn't mean you shouldn't consider what it looks like until the last minute. Have your preferred agenda prepared and share in the meeting at the beginning. Most likely people will accept your plan or at least voice any necessary alterations that can quickly be agreed upon.

4. Consider any obstacles.

Rather than waiting for the explosions to happen, be prepared for the drama that may come your way. Think about which battles are worth your energy and which ones you are willing to concede. If you are mentally prepared for the emotion and conflict, you can keep your cool and will be ready to move toward resolution quickly.

5. Remove any roadblocks.

You don't have to wait to solve every problem in a meeting. If you identify potential issues and can remove them before the meeting you will save time for the attendees. With enough careful forethought you might even remove the need for the meeting altogether.

6. Decide on desirable outcomes.

Make sure everyone is clear on why the meeting is important and what the grater impact for the involved parties will be. Different than the meeting objectives, which are tactical, this is about understanding how this meeting fits into the big picture strategy. If people aren't clear on this then the effort and results will likely be disconnected at best and useless at worse.

7. Think about follow-up activities.

Before you get in the meeting, budget time to take action that capitalizes on the conversation. Doing a follow-up and follow-through are critical for successful meetings and yet most people don't think about it until after the meeting is over. If you budget time that becomes unnecessary, you can easily reapportion that time to other important efforts.

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APR 11, 2016

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