Guide to Running More Effective Meetings

Meetings are an integral part of team collaboration, but they can quickly become a waste of time and resources if not managed effectively. In this guide, we will discuss two key factors for successful meetings: intentionality and documentation. We will also provide step-by-step guidance on how to prepare, conduct, and follow up on meetings to increase efficiency and productivity.

The Importance of Intentionality in Meetings

Intentionality is crucial to the success of any meeting, but especially in virtual settings. When organizing a meeting, it's essential to prepare for it to ensure that everyone involved can make the most of their time.

To prepare for a meeting, follow these five steps:

  1. Determine the goal of the meeting: Identify the purpose of the meeting, whether it's an ideation session, a status report, or a strategy meeting.

  2. Decide on the timing and regularity: Decide how often the meeting should occur, which day and time it should be scheduled, and how long it should last.

  3. Choose the attendees: Identify who needs to be at the meeting and prioritize the list of VIPs.

  4. Determine the need for synchronicity: Decide whether the meeting needs to be synchronous or can be done asynchronously.

  5. Develop a meeting policy: Clearly define how the meeting should be conducted, including the reason, regularity, and attendee list. Share the policy with the team to ensure everyone is aware.

By following these steps, you can prepare for the meeting effectively, saving time and increasing the efficiency of the team.

The Need for Documentation in Meetings

Documentation is essential for meetings to ensure that everyone is on the same page and that progress is being made. Documenting the meeting will also help to avoid any miscommunication or misunderstandings that may arise.

To document the meeting, follow these steps:

  1. Take notes during the meeting: Appoint someone to take notes during the meeting and ensure that they capture all the important points discussed.

  2. Share the notes with attendees: Distribute the notes to all attendees after the meeting to ensure that everyone has the same understanding of what was discussed.

  3. Create action items: Identify the action items that need to be taken following the meeting, assign them to the appropriate team members, and set deadlines for completion.

  4. Review the notes and action items: Follow up on the action items and review the notes before the next meeting to ensure that progress is being made.

By documenting the meeting, you can ensure that everyone has a clear understanding of what was discussed and what needs to be done, increasing the likelihood of progress and success.

Tips and Tricks for Running More Effective Meetings

Here are some additional tips and tricks that can help you run more effective meetings:

  1. Start and end on time: Respect everyone's time by starting and ending the meeting on time.

  2. Have an agenda: Share the agenda with attendees before the meeting to ensure that everyone is prepared and has a clear understanding of what will be discussed.

  3. Encourage participation: Create a safe and inclusive environment that encourages everyone to participate.

  4. Use technology: Utilize technology to enhance the meeting experience, such as screen sharing, virtual whiteboards, and video conferencing.

  5. Follow up: Follow up on action items and review notes before the next meeting to ensure that progress is being made.

By implementing these tips and tricks, you can create a more productive and efficient meeting environment.

Meetings can be an effective tool for team collaboration, but they must be managed effectively to avoid wasting time and resources. By being intentional in your preparation, documenting the meeting, and following up on action items, you can increase efficiency and productivity. Use the tips and tricks provided to create a safe and inclusive meeting environment that encourages participation and progress.



Peter Benei

Peter is the founder of Anywhere Consulting, a growth & operations consultancy for B2B tech scaleups.

He is the author of Leadership Anywhere book and a host of a podcast of a similar name and provides solutions for remote managers through the Anywhere Hub.

He is also the founder of Anywhere Italy, a resource hub for remote workers in Italy. He shares his time between Budapest and Verona with his wife, Sophia.

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Meeting Efficiency Framework

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Meeting Summary Template