Meeting Success Made Simple: Your Checklist for Change

by | Oct 24, 2023 | Productivity

Meetings are important but can become counterproductive if they’re not well organized. Whether virtual or in-person, a well-planned meeting can save time, enhance productivity, and lead to effective collaboration and decision-making. Here’s a simple checklist to make sure your meetings are well-structured, productive, and encourage engagement.

1.  What’s the Objective?

Before sending out invitations, make sure you know exactly why you’re having the meeting. Write down your objectives and desired outcomes so everyone understands the purpose and can prepare accordingly. 

2.  Choose Participants Wisely

Only invite individuals whose input is essential to achieving the meeting’s objectives. Keeping the attendee list focused helps prevent unnecessary discussions and tangents. 

3.  Be Realistic with Time

Don’t make the meeting too short or too long. Respect everyone’s schedules and try not to rush through things. 

4.  Prepare an Agenda

Create a detailed agenda outlining the topics to be covered and how long each topic should take. Share the agenda in advance to allow participants to come prepared. 

5.  Share Relevant Materials

Share any relevant documents, presentations, or reports ahead of time. This allows participants to review the information and come prepared with thoughtful insights. 

6.  Be Punctual

Start and end the meeting on time. This shows that you’re serious and respect everyone’s time. 

7.  Let Everyone Speak

Make sure everyone feels okay to share their thoughts. Encourage everyone to talk, but don’t let anyone take over the whole talk. 

8.  Stay on Topic

During the meeting, focus on the agenda items. If people start talking about other topics, gently bring them back to the main topics. 

9.  Assign Tasks and Summarize

During the discussion, delegate tasks to individuals. Note down their responsibilities and deadlines. Then, as the meeting concludes, recap the key points and assignments, ensuring everyone is clear about their next steps. 

10.  Share Notes and Ask for Feedback

Once the meeting is over, send out comprehensive meeting minutes to everyone. These should cover what was discussed, the tasks decided, and when they’re due. Also, ask for feedback from participants on how the meeting went and what could be better. This feedback will help you make future meetings even better.

Using this checklist will make your meetings more organized, productive, and engaging. Good meetings show your team that you care about their time and your determination to accomplish tasks. Consistently holding well-organized meetings highlights your professionalism and establishes you as a trustworthy and competent leader.

Michelle Allen

Michelle, Equivity’s Assistant Marketing Director, brings over 20 years of marketing experience and holds a degree in International Business. For more insights and updates, connect with Michelle on LinkedIn.

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