Meeting Madness
It’s simply madness to not memorialize hard work accomplished in a meeting

Meeting Madness

Leaders, have you ever had a meeting and after a tough discourse left the meeting feeling progress was made -- only to learn later that someone in the room had a different recollection?

I have. 

That’s when I re-send that person “the notes.”  

Notes can be your best-defense. They help you keep your efforts from getting thwarted.  

It’s challenging to bring leaders with different points of view together to make critical decisions. It happens when careful preparation before a meeting is combined with directed dialogue during the meeting. When the leaders get on the same page, it is an accomplishment and something to acknowledge (and sometimes even celebrate).

It’s also simply madness to not memorialize that hard work. When you don’t distribute notes, you often end up having that same discussion again...and again.

Get in the habit of documenting any discussion where you make decisions, identify items that need further work and/or assign someone to a specific follow-up task.

Good Note Essentials 

  • Categorize what’s important: Attendees, Key Decisions, Open Items and Next Steps.
  • Don’t overthink them. Write in clear short sentences. Use bullets.
  • Get them out promptly -- within 24 hours.
  • Request review of notes by attendees -- for accuracy and completeness.
  •  Refer to them in future meetings.

 Hallway Conversation. Sometimes decisions are made on the fly in the hall, over lunch or on the phone. That’s ok. It’s actually great. Use the same principles; document the discussion and send it out to confirm you heard the same thing. 

Not Your Meeting? When there’s no notes from a meeting you attended and a decision was made that is critical to you, take action. Send out an email to all that were in the meeting. In it, summarize the decision and ask them to let you know if what you summarized is inaccurate or incomplete.

As others experience you, your meetings and your notes, you will have better output. Your meeting participants will learn that in your meetings, progress is made. They will show up, work hard, and feel good about their collective accomplishments.

Dan Feely

Business Consultant

6 年

Excellent, pragmatic "best practices" - great article!

Craig Holbrook

Vice President, Northeast @ Centric Consulting | Strategy, Process, and Technology

7 年

This can be the simplest thing but can actually mean life or death for a project. Getting folks into the routine of acknowledging what happened and where we are going next is super important. Just did it last week at a client and it served to end a long-standoff of the elephant in the room. Thanks Colleen.

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