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The Seven Imperatives to Keeping Meetings on Track

Amy Gallo

December 20, 2013

There s nothing more annoying than a meeting that goes on and on and on. As a

manager, it s your job to make sure people don t go off on tangents or give

endless speeches. But how can you keep people focused without being a

taskmaster or squashing creativity?

What the Experts Say

The good news is that meeting management isn t rocket science; you probably

already know what you should be doing. The bad news is that keeping your

meeting on track takes discipline, and few people make the effort to get it

right. The fact is people haven t thought about how to run a good meeting, or

they ve never been trained, or they re simply too busy, says Bob Pozen, a

senior lecturer at Harvard Business School, senior fellow at Brookings

Institute, and author of Extreme Productivity. Organizations are moving faster

and faster these days and few managers have time to think through their

meetings in advance, says Roger Schwarz, an organizational psychologist and

author of Smart Leaders, Smarter Teams. But rushing now is only going to cost

you more time later. So whether you re getting ready for a weekly team meeting

or convening a larger group to discuss your division s strategy, it s important

to put in the effort. Here s how to make your next meeting your most productive

one yet.

Make the purpose clear

You can head off a lot of problems by stating the reason for getting together

right up front. Schwarz recalls seeing a sign in a conference room at Intel s

headquarters that read: If you don t know the purpose of your meeting, you are

prohibited from starting. This is a wise rule. Send an agenda and any

background materials ahead of time so people know what you ll cover. Consider

sending a list of things that won t be discussed in the meeting as well.

Schwarz suggests that you list agenda items as a question rather than

Discuss video schedule write When will videos be completed? to show what

outcome you have in mind. Next to each item, you can also indicate participants

roles are they sharing information, contributing ideas, or making a

decision?

Control the size

Meetings can get out of control if there are too many people in the room.

Chances are they won t be attentive or take responsibility for what s

happening, says Pozen. But with too few people, you may not have enough

diversity of opinion. Only include those who are critical to the meeting. Don

t feel you have to invite everyone who ever thought about the problem, he

says. If you think someone might be offended, you can send out a memo and loop

back with them afterward so they know what s happening.

Set the right tone

As a manager, it s up to you to ensure that people feel comfortable enough to

contribute. You re there to be a steward of all the ideas in the room, says

Schwarz. Set the right tone by modeling a learning mindset. Instead of using

the time to convince people of your viewpoint, be open to hearing other s

perspectives. Explain that you don t have all the answers, nor does anyone else

in the room. Be willing to be wrong. Schwarz says you want participants to see

the team meeting as a puzzle their role is to get the pieces out on the table

and figure out how they fit together.

Manage ramblers

People often give speeches instead of asking questions, says Pozen. It s

tough to cut a rambler off, but sometimes it s necessary. Schwarz suggests

saying, OK, Bob, you re absolutely right and is it ok if we talk about that

later? Getting his buy-in will ensure that he doesn t return to his speech at

the next opportunity. For someone who is prone to long-windedness, talk with

her ahead of time or during a break, and ask that she keep her comments to a

minimum to allow others to be heard.

Control tangents

Sometimes it s not that an individual goes on too long but he raises extraneous

points. If two or three people bring up things that are contiguous but not

really related, the meeting can degenerate, says Pozen. Try to refocus them on

the stated agenda. On occasion, someone may intentionally go on a tangent.

Maybe he feels territorial about a decision you re making or is unhappy with

the direction you re taking the conversation. Rather than accuse the person of

trying to derail your meeting, ask what s going on. Pozen suggests you say

something like, You ve diverted us several times. Is there something s that

bothering you? Addressing the underlying issue head on can help appease the

dissenter and get your meeting back on topic.

Make careful transitions

Typically leaders go from topic to topic, moving ahead when they re ready to,

says Schwarz. But people don t always move with you and they may get stuck in

the past. Before you transition from one agenda item to another, ask if

everyone is finished with the current topic. You need to give people enough

air time, says Pozen. This will help keep the conversation focused.

End the meeting well

A productive meeting needs to end on the right note to set the stage for the

work to continue. Pozen suggests you ask participants, What do we see as the

next steps? Who should take responsibility for them? And what should the

timeframe be? Record the answers and send out an email so that everyone is on

the same page. This helps with accountability, too. No one can say they re not

sure what really happened, says Pozen.

Principles to Remember

Do:

Make the meeting purpose clear and send an agenda out ahead of time

Talk to anyone who might monopolize meeting time before you get in the room and

ask him to keep comments to a minimum

Send out a follow-up email after the meeting that lists next steps, who s

responsible for them, and when they ll get done

Don t:

Feel obliged to invite lots of people only include those who are critical to

making progress

Move on to a new topic until everyone feels they ve been heard

Let the group get distracted by tangents ask if you can address unrelated

topics another time

Case study #1: Let everyone be heard

As the vice president of maintenance, repair, and overhaul at American

Airlines, Bill Collins was tasked with improving the company s relationship

with unionized workers. To help facilitate conversation, Bill set up town

hall-style meetings with Tulsa operation s 6,500 employees. He quickly realized

that these gatherings weren t efficient or productive. There hadn t been

town-hall meetings in 15 years and people had a lot of pent up anxiety that

they wanted to get off their chests. They wanted to hang me, he says. The

meetings were scheduled for one hour but often lasted two.

Bill decided to make some changes. First, he made the meetings smaller by

dividing them up by business and shift so that each only had about 250 people.

They still wanted to hang me but as least the conversation was manageable, he

says. Second, he changed the tone of the meeting by opening with a proposed

agenda and asking for input. I d say, Here s what we want to discuss. What do

you want to discuss?' And if someone wanted to talk about something that wasn

t on the agenda, Bill would respond, We ll go to any level of detail you d

like on that topic during the Q&A. Is that OK? He d then wait for at least a

head nod before moving on.

When Bill first described this approach to his fellow executives, many

expressed concern that the meetings would take even longer if everyone had the

chance to be heard. But he was invested in making it work. The natural

tendency for the workforce is to not trust management, he says. This process

builds trust. And, after the first of these newly revamped meetings, he had

the proof he needed. There were no raised voices, he says. It was calm,

cordial, and it ended well. Leaders of the local union said it was the best

meeting they d been to.

Case study #2: Actively manage disrupters

When Betsy Stubblefield Loucks took over as executive director of HealthRIght,

a nonprofit focused on healthcare policy in Rhode Island, one of her

responsibilities was to convene a monthly meeting with 20 people from various

organizations with a stake in healthcare reform, such as labor, hospitals,

insurers, and consumer advocates. The goal was to problem-solve and reach

agreement about how the organization should approach different aspects of

reform. In the past, the meetings were structured around specific topics but

they didn t have stated outcomes or a process for reaching resolution. As a

result, participants would often just talk about issues they cared most about.

People had hot button issues and would make speeches about them, she says.

Betsy decided to do something different with the agenda; she put the desired

outcomes for each meeting at the top. This helped focus the conversation. She

also made an effort to build relationships with people who tended to dominate

the conversation. Health care reform is a very broad and deeply sensitive

topic. Our members are very passionate about their issues, and some people

would have the same debates over and over because they didn t feel heard, she

says. She set up meetings with these participants in advance of the monthly

coalition meeting to let them vent to her personally and check her

understanding of their perspective. Then when the group was together, she would

represent that person s opinion with their permission in a more concise

way.

For particularly difficult people, she would assign someone to actively manage

them during the meeting. There was one person who would give the same stump

speech over and over, she says. So she asked a member of her executive

committee to sit next to him, and when he started going on, to interrupt him.

The executive committee member did this respectfully saying, I think you re

making a great point, and then would summarize his perspective. This helped

the rambler feel like his point had been understood. It also helped Betsy keep

focused on the meeting. That way I wasn t the only one playing traffic cop and

he didn t have to get mad at me, she says.

Betsy uses these same approaches in smaller meetings as well. Anytime I meet

with more than one other person, I use these tactics. When I have the right

people in the room, send out a clear agenda, and talk to any difficult people

in advance, my meetings go much more smoothly, she says.

Amy Gallo is a contributing editor at Harvard Business Review and the author of

the HBR Guide to Managing Conflict at Work. She writes and speaks about

workplace dynamics. Follow her on Twitter at @amyegallo.