When you bring a diverse group together in an attempt to gain alignment; share ideas; make decisions; set goals; and ultimately gain effective synergy — TOO often the efficiency factor is overlooked.

Key challenges include:
- Protocols
- Information Alignment
- Engagement of Team
1 – Protocols
- A clear agenda included with the meeting invitation will:
- Set expectations.
- Facilitates previous action and decision review.
- Enable participants to prioritize their participation appropriately.
- Prompt preliminary conversations to elevate alignment.
- There is a degree of formality to awesome meetings that someone must own.
- Who is facilitating the meeting? resolving conflicts? timekeeping?
- Clear team/organizational decision making process?
- A Scribe records actions and decisions in a transparent document.
(
OneNote for this)
2 – Information Alignment
- Do NOT use meetings to share excessive information.
- This is an expensive approach.
- Many need time to process new information & ideas.
- Information overload is a major roadblock to progress: actions & decisions.
- DO send information in advance for participants to consume, process and consider.
- Send access to information with meeting invitations.
- Ensure a respectable amount of time prior to the meeting.
- Set the expectation that all participants will have reviewed the information.
3 – Engagement of Team
- Protocols and Information Alignment lay the foundation.
- Effective meeting facilitation then drives team engagement
- Sticking to the agenda (mostly)
- Encouraging radical candor from all
- Smoothing conflict
- Clarifying unclear or incomplete issues
- Asking questions to elevate alignment
- Striking the right cultural balance of professional, formal and even fun.
FOOTNOTE: Of course with the major shift to virtual meetings there are additional challenges. With the right protocols virtual meetings can be more efficient – with mastery of the technology.
