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- Over 11 million business meetings are How to Run held every day in the U.S. - Managers spend 30 to 70 percent of their a Meeting time in meetings. - Most professionals attend around 62 meetings/month, with > 50% of these perceived as a


  1. - Over 11 million business meetings are How to Run held every day in the U.S. - Managers spend 30 to 70 percent of their a Meeting time in meetings. - Most professionals attend around 62 meetings/month, with > 50% of these perceived as a waste of time. - A productive meeting of top managers Sharon Anderson, M.D. costs thousands of dollars per hour; unproductive meetings cost more Associate Dean for Faculty Development & - One successful company banned Faculty Affairs, OHSU meetings between 9 a.m. and 4 p.m.; May 2006 others have a “meeting-free day” each week; others have stand up meetings (don’t sit down) . . . Scott Adams Downloaded on 3/4/16 from https://www.ohsu.edu/xd/education/schools/school-of-medicine/faculty/upload/1-HO-How-to-Run-a-Meeting.ppt Characteristics of Effective First and Foremost Meetings  Is this meeting necessary?  Purpose and goals are set in advance  Does it have a purpose or goal? -> if not, skip it  Is there an agenda? -> if not, productivity is unlikely  Appropriate people are attending  Will the appropriate people be present?  Agenda (with timeframes) is prepared and  If not, decisions may be deferred, and it will take distributed in advance time to update key individuals on what they  Background information is distributed in missed advance; participatory assignments are made  Could this be covered by memo or e-mail?  Meeting is actively managed  Always ask:  Is a meeting the best way to handle this?  Meeting ends with wrap-up, including action items and assignments  What would be the likely consequences of not holding this meeting?  Written minutes are distributed promptly 1

  2. The Top Five Reasons to Hold a Reasons NOT to Have a Meeting Meeting  Because we always have 1. The interaction of opinions is necessary monthly meetings to create an idea, plan or project  For informational purposes 2. Group dynamics are essential to the accomplishment of the purpose  Because people won’t read their 3. Time restrictions limit other options e-mail 4. The subject is sufficiently complex as to require interaction and explanation 5. The boss/chair/organization says to hold a meeting 6 Main Functions of Meetings Consider the Basics Jay, A. Harv Bus Rev 54:43, 1976 Jay, A. Harv Bus Rev 54:43, 1976  “Many long-established committees are  #1 - The meeting defines the team. Those present belong, those absent do not. little more than memorials to dead  #2 - The meeting is where the group revises, problems.” updates, and adds to what it knows as a group.  “It would save no end of managerial  #3 - The meeting helps each individual time if every committee had to discuss understand the collective aim of the group, and its own dissolution once a year, and put the way in which his/ her own and others’ work up a case if it felt it should continue for can contribute to the group’s success. another 12 months.” 2

  3. 6 Main Functions of Meetings 6 Main Functions of Meetings Jay, A. Harv Bus Rev 54:43, 1976 Jay, A. Harv Bus Rev 54:43, 1976  #4 - The meeting creates in all present a  #6 – A meeting is a status arena. commitment to the decisions it makes and the objectives it pursues.  [Real opposition to a decision usually consists of 1 part disagreement with the decision, to 9 parts resentment at not having been consulted before the decision.]  #5 – A meeting may be the only occasion where the group actually exists and works as a group , and the supervisor is actually perceived as the leader of the team. Characteristics of Effective Hot Tips Meetings  Appropriate people are attending  If there is no agenda circulated in advance, the meeting is likely to be  If not, important decisions may be informational and you can skip it deferred, and it will take time to update key individuals on what they  Ideal time to circulate agenda = 2-3 missed; reschedule the meeting days in advance 3

  4. Strategies for Leaders The Agenda is Critical Tom Gilmore and Ellen Schall  Ask for agenda items in advance  Dilemma: Excessive ratio of informing to using the information  Agenda must include:  Strategies:  Topic for discussion  Put informational and noncontroversial items in a  Presenter or discussion leader for each topic consent agenda , circulated in advance; do not  Time allotment for each topic discuss unless someone specifically requests same  On the agenda, put “Information Only”  For each agenda item, indicate status (information, items and so designate action, vote; or “for information, for discussion, for decision”)  May include time/location of next meeting The Bell Shaped Agenda The Bell Shaped Agenda Shoop BL, IEEE. Item 5: Hardest Item Purpose of the Bell Shaped Agenda is to structure events around group Why in the middle? energy and attention. The first few  items help the meeting participants  Attendance: late comers have arrived to work as a group on easy items and early-leavers have not yet left. before tackling more difficult items. Item 1: Welcome  Attention is focused on the meeting by Item 2: Minutes now, but not yet concerned with next Item 3: Announcements appointment. Item 6: For Discussion Only – Short, non-controversial  Will often be presented as Item 5 – Example: upcoming events (hardest item) at subsequent meeting for Item 4: Easy Item vote or decision. – More than one item may be included in this section, but should not be controversial 4

  5. The Bell Shaped Agenda, cont’d Common Problems and Solutions Solutions Problem Item 7: Easiest Item Prepare and distribute agenda   End of this meeting is the beginning of the well in advance  Participants don’t next meeting. Distribute background data show up, or  and information before the  End on positive note of agreement and  Participants show up meeting encouragement. cold and unprepared Make “assignments” to do   Good time for member recognition. to address the issues/ research and compile data, or topics… it bogs down even just think about an issue TIP: Never have “Other Business”. If people can’t the meeting. This creates “active worriers”  supply the agenda item before the meeting, it can’t ready to participate be important – or they are doing it for tactical reasons. Strategies for Leaders Getting Started Tom Gilmore and Ellen Schall  Dilemma: Lack of advance thinking on critical  Leader should arrive early; make sure issues the room is arranged, AV equipment  Average advance thinking on the circulated agenda is ready, handouts present, etc. < 1.5 minutes  Strategies:  Consider the room arrangement  Give people active and differentiated assignments publicly, in advance, so they know they will have an active role  Indicate on agenda the name of the person expected to start each piece of the discussion (creates “active worriers” and incentive to show up) 5

  6. Meeting Room Arrangements Managing the Meeting Shoop BL, IEEE. X • Theater Style  START ON TIME , consistently. – Leader has great power by position.  Sends the message that time is valuable – Participation and interruption by audience is limited.  Do NOT, regardless of the status of a late X member, recap the discussion s/he missed; • U-Shaped Style this rewards being late – Equality of membership. – No doubt of who the leader is.  “On-time culture” tricks – Good visibility for visual aids.  Differentiate those who are responsibly absent (have indicated absence in advance) • Circle Style – Democratic: equality is stressed. from those who have just not shown up – Great visibility by participants.  Introduce attendees, if not already known – Obvious body language. – Excellent participation. Strategies for Leaders Getting People Engaged Tom Gilmore and Ellen Schall  Advance assignments  Dilemma: Weak traditions of  Consideration of motives of those representation present  Strategies:  Have something interesting and  Be clear and keep restating representative important on the agenda, which would roles, and expectations of reporting to not be as well commmunicated by e- constituencies mail and will generate incentive to  Actively inquire how they are reporting attend back and forth to their constituencies 6

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