In many organisations, firms and businesses, a great deal of time is wasted through holding meetings which are not effective.  Time and resources are not used to maximum advantage.  Why hold a meeting if you aren’t going to achieve the desired results?  There are some basic steps which can be taken to make meetings more productive and improve the outcomes of meetings.  I have found that there have been significant positive changes where we have worked on these simple steps which help leaders and participants to enhance their skills.

This topic is covered by three separate posts:

  1. The steps necessary for an effective meeting (this current post)
  2. Rate yourself as a meeting leader
  3. Rate yourself as a meeting participant

The steps necessary for an effective meeting

Leader
Define objective
Select participants
Make preliminary contact with participants to confirm availability
Schedule meeting room and arrange for equipment and refreshments
Prepare agenda
Invite participants and distribute agenda
Touch base with non-participants
Make final check of meeting room
Participants
Block time on schedule
Confirm attendance
Define your role
Determine leader’s needs from you
Suggest other participants
Know the objective
Know when and where to meet
Do any required homework

 

During the Meeting

Leader
Start promptly
Follow the agenda
Manage the use of time
Limit/control the discussion
Elicit participation
Help resolve conflicts
Clarify action to be taken
Summarise results
Participants
Listen and participate
Be open-minded/receptive
Stay on the agenda and subject
Limit or avoid side conversations and distractions
Ask questions to assure understanding
Take notes on your action items


After the Meeting

Leader
Restore room and return equipment
Evaluate effectiveness as meeting leader
Send out meeting evaluations
Distribute memorandum of Discussion
Take any action you agreed to
Follow-up on action items
Participants
Evaluate meeting
Review memorandum of discussion
Brief others as appropriate
Take any action agreed to
Follow-up on action items

 

The above table is adapted from ‘Effective Meeting Skills’ – Marion E. Hayes

The other two blogs in this series, ‘Rate yourself as a meeting leader’ and ‘Rate yourself as a meeting participant’ will follow in the next week.

For training in this area please contact me, brenda@strategy-leadership.com

 

This list was developed by trainees during a BEI workshop.

  1. Structure the report concisely with the use of headings, subheadings and paragraphs. 
  2. Use correct, simple language and grammar with terminology relevant to the subject matter.  Avoid using jargon ‘high end language’ and slang.
  3. Research and understand your topic thoroughly.
  4. Do emphasise your most important findings and facts. 
  5. Make the report well structured, organised, unemotional and easy to read with reference to annexures, bullets and paragraphs. 
  6. Keep the report short, precise, to the point ‘specific’ and brief.  Divide paragraphs that are more than 10 lines. 
  7. Provide sufficient diagrams, photos, charts etc ‘to make it interesting’. 
  8. Use colour for pictures and graphs. 
  9. Use standard font and make sure the image is good. 
  10. Be clear about the goal of the report.  Establish whether the report will evoke the intended effect. 
  11. Relate the report to the individuals reading it, the ‘targeted market’.
  12. Be a story teller.  Make the report believable but don’t exaggerate. 
  13. Avoid making unsupported assertions or conclusions. 
  14. Proof read your report before submitting. 
  15. End the report with recommendations for action in summary form. 
  16. Stick to the point – avoid going off topic. 
  17. The report must be physically presentable e.g. plastic sleeves and binding. 
  18. Confirm the reliability of your source of information.
  19. Capture the reader’s interest by making a strong introduction and conclusion.
  20. Start a new sentence for each thought.  Avoid using ‘and’ or ‘but’.
  21. Credit the source.
  22. The report must have subject and topic.
  23. Use a bibliography to index your report.
  24. All appendices or tables must be referred to in their appropriate places.
  25. Avoid repetition.
  26. Avoid showing personal prejudice.
  27. Avoid using ambiguous words.
  28. If it is a technical report there should be a theoretical part/practical part.
  29. Use references to support your report.
  30. Tabulate your result.
  31. The conclusion must correspond with the aim. 
 

These notes are from my Communication Skills Training on giving instructions, how to delegate effectively and how to be assertiveness.

When giving instructions, where possible:

  • Understand the task from as many perspectives as possible.  If you don’t, you are not going to be able to explain it effectively to the person whom you are instructing, particularly where the task is complex.  The ripple effect could be enormous.
  • At the beginning, convey the purpose of the exercise and tell the person what you are going to ask them to do. In other words, it helps to give them the full scope and sequential information.
  • Deliver the message in the most appropriate way for that task and that person.
  • Let the other person know what the time frames are e.g. ‘you have 5 minutes in which to complete this exercise’.
  • Minimise intervals between instructing the person and letting them start that aspect of the task.
  • Observe what the other person is doing, monitor progress and take action on deviations.
  • Be clear in what you are asking them to do.  Don’t assume.  For example, if you are giving a list of instructions, tell them whether they should just be writing down the instructions or actually drawing the picture.
  • Give the person an opportunity to ask questions and answer them in the right amount of detail.  Get people to reconfirm that they understand the instructions.
  • Be aware of noise and other barriers and avoid – for example, standing too near others who are talking can distract.  Speak at the right level for that person.
  • Take into account what tools the person has and modify the instructions accordingly.  For example, it’s pointless telling the person there is blue sky and green grass if the person has only a black pen!
  • Consider your knowledge of that person and their capabilities. Adapt your instructions accordingly. (It’s easier where you know the person, have a relationship and trust them.)
  • Avoid an unnatural environment – for some, not being able to face the person or not having eye contact tempted them to cheat because they found it unnatural.
  • Use eye-contact and other observation (e.g. body language) to assist in obtaining feedback.
  • Sometimes, the position of the person makes a difference.  In this exercise, because they were ‘back-to-back’, in some cases, the person instructing  transposed ‘left’ or ‘right’ for the person where this wasn’t necessary.
  • Past knowledge some-times interferes – for example, some people may have had previous exposure to a different type of ‘three-runged-swing’ and presumed, without hearing any further details, that the one they were to draw was identical to their past experience.
 

Giving instructions – How to Delegate Effectively – How to be assertive.
By Vaughan Rimbault

I attended this morning workshop in Pietermaritzburg recently, as a special guest of the presenter, Brenda Eckstein.  Through a chance lucky draw book prize at the last KZN Branch dinner, I made contact with Brenda in connection with her prize book “ABCs of Effective Networking” which offers 52 weekly topics to consider.  Within a few meetings Brenda invited me to this particular workshop as a way of getting to know her and her business a little better.  At my prompting, Brenda has also made application to SAIMechE for membership as an Associate, and as networking is precisely what SAIMechE is all about we look forward to what she has to show us.

Brenda has a very engaging and articulate manner which makes it easy to follow her discussion.  She presents a well polished workshop which flows well and keeps the delegates involved to the last.  Participation is a key element of the event.  The workshop manual was used throughout, and was clearly arranged and laid out. 

We started off by preparing our own “30 second commercial” – what we would like to say to introduce ourselves when we meet new people.  Mine was:

“My name is Vaughan Rimbault.  I’m from SAIMechE.  I’m happy to be here because I’ll meet new people, develop new skills, and relax away from the demands of work.  I am the Boss and I think I deserve this workshop” Apart from the humour, our 30 second commercial should be appropriate to the context within which an introduction is being made.  30 seconds is actually a long time for an introduction, so be prepared to break it up into smaller bits and introduce them as you go along.  Try to introduce some unique aspect in your commercial that the other person might be able to comment on, and thus start a conversation.

Using simple role plays, Brenda stressed that the essence of a message transmitted from one human being to another is influenced by external and internal factors, and that we should never assume that someone has understood our message just because we have given it to them.  Feedback is a critical element in ensuring that messages and instructions are accurately transmitted as intended.

We spent some time asking questions of ourselves as a communication self-assessment.  This seemed to be too good to be true.  On reflection, how do I get an idea of how I communicate if only I am doing the evaluation?  How do I see myself and experience my own communication?  I should be asking the questions on my effectiveness to the other people at the table.  I was a bit disappointed at the time as this was one of my own objectives to achieve in the workshop.  I don’t have many employees to delegate to, and they are all mature professionals who need little instruction.  No of them have the time to take on any further delegation from me, so the opportunity to obtain a new perspective on my communication skills was attractive.

In order to illustrate the importance of context and prior experience in writing instructions, we were each asked to write our own instructions for making a toasted cheese and tomato sandwich.  It was not long into the exercise when we realised how difficult it is to write effective instructions.  With no given reference about the person for whom we were writing the instruction, we had no idea of how much instruction to include.  Do we need to explain what bread is?  Is it important whether the cheese is grated or sliced?  What’s a tomato?  And a sandwich toaster?  Many permutations and possibilities, each an opportunity for confusion and frustration.  To give instructions effectively, the prior learning and experience of the person to whom you are giving the instruction needs to be considered carefully.  Rather “over” instruct than “under” instruct.

The 10 steps to effective delegation provided a worthwhile structure around which to develop a delegating strategy.  Choosing the right person, explaining why you are asking, and define the result were the first 3 of these steps.  Each required a pause for reflection on the task to be delegated.  A comprehensive method to achieve effective delegation.  The general rule: “Don’t keep the cake and give away the crumbs” Delegation is a method of making sure the right people are doing the right jobs at the right time.  It’s not about giving away the jobs you don’t like to someone else – usually your junior.  Delegation can take place downwards, sideways and even upwards.

Differentiating between assertiveness and aggression is a key element to maintaining a positive influence in the organisation.  Being assertive in a positive manner produces good results.  Being assertive does not mean you always get your own way.  Being assertive means been able to influence how to achieve the best result.  Emotions need to be tightly controlled so as not to slip into aggression.  Aggressive behaviour targets the person – assertive behaviour targets the problem.  Be prepared to listen to reasonable alternatives, but reserve the right to disregard them.  Take full responsibility for your assertiveness – be prepared to walk the walk once you’ve talked the talk.  Assertiveness requires a clear message of acknowledgment of the views and opinions of others together with the authority to make the final decision.

As was expected the workshop finished right on time.  The company was pleasant, the tea treats were tasty, and I felt that most participants went away feeling better about themselves, their working environment, and their ability to make a difference in it.  I believe the workshop presents a fair value exchange and I would recommend it – particularly if a number of people from the same organisation can attend.  Nicely done, Brenda.

© Copyright 2011 Brenda Eckstein International
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