Time-Efficient Meetings: The Agenda

Agenda, Meeting Agenda, Meeting support, Meeting documents

We have all sat in one of those meetings.  The meeting where you have to pinch yourself to keep awake.  The meeting which takes three hours from your day and you are no wiser at the end than you were at the beginning.   

It doesn’t have to be like that though.  Meetings can be very useful. If they have a purpose, are tightly controlled and ruthlessly keep to the agenda.  You do have an agenda don’t you?  You really should.  And everyone needs to know about it.  It can’t just be in your head.  People need to know what is going to be discussed so that they can arrive properly prepared to make the most of the meeting time.

Time Allocation

time for business; need more time;

Adding a time allocation to each agenda item to guide people as to how much time they have available for each discussion item can be really helpful in keeping meetings strictly within the timescale set for them.  The chairperson usually sets the timings, although they may be guided by the individuals raising the items.  For example, someone might be presenting a new process for the company and their time slot will be dictated by the length of their presentation.

Preparation

The agenda needs to be sent out by the administrator or minute-taker in plenty of time to allow delegates to prepare properly and arrive at the meeting with the correct information to share.  If you have lots of supporting papers, the agenda and papers must go out about a week ahead of the meeting.

Agenda Planning

Sometisupporting documents; paperwork; administration support, agendames you will need to invite a person who has specialist expertise.  If they are only needed to discuss one agenda item, why not consider placing the item first on the agenda and allowing the person to leave after they have presented?  Or just before the coffee break section so that they can leave during the break.

Any Other Business

If you are going to keep the Any Other Business section on the agenda then this part should be particularly tightly controlled by the Chairperson.

This section of the meeting is often abused by delegates who want to raise issues and grievances that would be better dealt with outside the confines of the meeting.

The purpose of Any Other Business is to cover items which arose in the time period between the agenda being sent out and the meeting happening.  Usually, this would be urgent issues or matters that arose which have a direct bearing on one of the items already on the agenda.

One option for keeping the Any Other Business section on the agenda but still ensuring that it remains under strict control is to add an agenda point entitled Proposals for Any Other Business at the start of the meeting, just after the apologies section.  This allows the Chairman to ask whether anyone will wish to raise items in Any Other Business.  Only items raised during this section of the meeting can then be discussed during Any Other Business itself.  The Chairperson can then veto the raising of issues that won’t add to the meeting aims.  It also means that everyone can work out how long the Any Other Business section might take, consider points they might wish to raise during the discussion and feel confident that the meeting will finish on time and not drag on and on.

Administration Support

professional support, note-taking, minute taking, writing, agendaAdministration support can really add value to a meeting. A professional administrator will not only manage and efficiently circulate the agenda, but also manage attendance and assist the Chairperson in keeping the meeting on track by reminding them of timings, asking for clarification of action points and accurately recording all the details necessary to allow delegates to recall and complete their actions effectively during the time following the meeting.

If you are looking for professional support to ensure your meetings stay on track and really deliver value, you can contact me here to discuss your requirements.

If you are looking for further support with running an effective meeting, this blog post should be useful.

8 Ways to Harness the Power of a Voice Recorder

Voice Recorders are useful for so much more than the traditional task of dictating letters, memos and reports. 

Here are eight ways to harness the power of the voice recorder in your business.  Doing so can save you time, and as we all know, time is money.

 Content Creation

If you have lots of ideas for content but all your ideas run away screaming at the sight of a blank screen or blank sheet of paper, then recording your content on a voice recorder can be a great way to get over that block.  Send the resulting recording to your Virtual Assistant.  They can turn it into a document that you can upload to your site with pride.  They will ensure the grammar and spelling are correct, source appropriate photos and create graphics to use with the post so that it looks polished and effective when you upload it to your site.

Send your VA the audio file from a video.  Great if you need a written version of your video for a handout. Very useful if you want to sub-title your video.  Brilliant for creating a blog post from your video content.  Re-using content in new ways is a wonderful way to increase reach by allowing your audience to consume content in the way they prefer.

Process Planning

Record all your ideas for innovations within your business and send the recording out to be transcribed.  Workflows, process documents, induction manuals and many other documents can be planned easily in this way.  Once you have recorded it all, your Virtual Assistant can transcribe it and, if necessary, organise the information into a logical sequence. The result is a bespoke document that fully reflects your business.

Business planning

If you suffer from Blank Page syndrome and just can’t think when faced with a computer screen, why not create your business plan using a voice recorder and have your transcriptionist organise your thoughts into a plan that will help you to keep your business on track.

GDPR

This will bring changes to your business and you will need a written document which outlines how you will handle things like access requests, requests to be forgotten and of course, the all important plan for how you will store, manage and protect the data which you hold.  Tell your voice recorder all about your plans, the methods you will employ, and the safeguards you will put in place… your transcriptionist can turn it into documentation.

Focus groups.

Never miss anything in your group again.  Record it all and have someone transcribe it.  Don’t forget to ask people to talk one at a time though. You may miss valuable content if you let people talk over each other.   I do have experience in transcribing focus groups and if this is something you would be interested in, then please contact me.

HR consultants.

Within HR, the advent of the smartphone voice recorder has transformed meetings.  So many attendees surreptitiously record potentially difficult meetings on their smartphones that some HR consultants choose to openly record these types of meetings on dedicated voice recorders in addition to having notes taken longhand.  This two-pronged approach can help to ensure people feel they have received a fair hearing.   There is little room to dispute what has been said and the participants can agree on whether the minutes or the verbatim transcribed recording should be used.

Using a dedicated voice recorder rather than a smartphone is recommended in this case because the recording is higher quality, will catch more of the discussion accurately and will be easy to download and send to your transcriptionist.  An excellent quality recording will also ensure greater accuracy in the transcription as everyone will be heard clearly.    I provide both minute taking and transcription services, and with a background in HR, have the knowledge and experience to ensure the meeting is recorded effectively and accurately.  Click here to learn more about my services.

Reminders.

If you are feeling overwhelmed with things to do, one option is to use your voice recorder to just list all the stuff you need to do.  You can just listen to it when you are planning your day.  A better idea is to send it to your VA for transcription.  Not only will they transcribe the information, but they may well be able to help you with some of the items on the list.  This will create more time for you to tackle the things on the list that only you can do.  Your To Do list will shorten instantly when your VA takes some of the routine tasks and admin items off your shoulders.

Authors and Researchers.

Whether you are writing fiction or non-fiction, a voice recorder can be your friend.  You can record ideas, chapters or even entire books if you choose, and send it all out to be transcribed.

If you are researching a subject it can be helpful to voice record ideas (quietly if you are in the library) from any sources you have consulted.  It’s also a very convenient way to keep track of your bibliography to ensure you don’t forget anything.  Just record each source on a single, dedicated audio file and send it out to your VA or transcription expert when you are ready.  They will transcribe it into your chosen layout as well, saving you endless hours messing about with the tab key and swearing a lot.

If your research involves interviewing people, you can use the voice recorder rather than taking notes, allowing you to fully concentrate on the person whom you are interviewing.  Your VA can then transcribe it all for you to review at your leisure.

If you are keen to try out the wonders of the voice recorder, keep your eye out for my next blog post, which will help you to choose a suitable recorder for your needs.

Running An Effective Meeting

Running An Effective Meeting

According to HR Grapevine, workplace meetings are causing anxiety to employees.  Direct Blinds carried out research which shows that just over 48% of UK employees feel anxious about meetings.  In addition, most of us have had that sinking feeling as we have realised that today is THAT meeting.  The one where everyone rambles on inconsequentially for hours.  The one that is used by certain staff to grandstand and by others to moan. The one-hour meeting that takes two hours.  The meeting that results in no action points.  The meeting from which you exit no wiser than you entered.

It doesn’t have to be this way though.  Meetings can, and should, be an effective use of time.  Here are some tips to make sure your meeting is not the one that your staff are dreading attending.

Purpose

Meetings should have a purpose beyond allowing the lazy to sleep and the malcontents to trumpet.  They don’t need to be called just because there is always a meeting on Thursday.  They should have a clear aim and a purpose and there should be a goal and a measurable outcome for each point on the agenda.  And yes, there should be an agenda.  And minutes so that everyone can recall what was said and who has agreed to action each task.  Ideally, the minutes should be taken by someone who is not participating in the meeting since it is not possible to present to the meeting whilst also writing notes.  It is worth asking someone with experience of the task to take minutes to ensure that all the key points are properly recorded.   If you do not have someone within your organisation who can carry out the task for you, there are freelance PA’s and VA’s, including myself, who can provide this service for you.  Contact me to find out more.

Suitable reasons for calling a meeting include:

Disseminate information to many people at once.

Review progress on a joint project

Plan tasks involving multiple teams

Consult staff or teams about an issue that will impact all of them.

Team building activities.

Information gathering.

But wait, before you call a meeting for information gathering purposes, is it necessary?  Do you really need to have a meeting or would it be more appropriate to gain the information you need via a phone call?  Could you request the information via email?  Would a quick face to face with one key member of each team get you the information you need?

You still need to get everyone together to discuss the issue?  Then call a meeting.

I really do need to hold a meeting. 

Great.  So you are going to hold a useful meeting that won’t waste time.  Key to achieving this is to invite only people who need to be there.  If someone only needs to provide a small piece of information, could they brief another attendee who can then bring up that point on their behalf?  This means only one person from that team needs to attend.

What about the person whose specialist knowledge is critical to one agenda item?  If they don’t need to sit through the entire meeting, can that item be discussed early in the meeting, allowing the person to leave at the coffee break?

Preparation

Please send around an agenda so people know what is going to be discussed.  Include supporting paperwork with the agenda.  In general, the more supporting paperwork you have, the earlier you should send out the agenda and meeting pack.   A good meeting requires well-prepared delegates. Sending the agenda and a forty page discussion document one hour before the meeting is setting yourself up for an unproductive meeting.

Timing

Please be clear about how long the meeting will take and then stick to that timing.  Many executives will be attending a number of meetings each day.  If your meeting over-runs, this will either impact subsequent meetings (in which case you will probably have an annoyed administrator on your case) or the individual will need to leave, possibly at a critical point in the discussion.

Don’t be tempted to allow “a bit of extra time in case things over-run”.  If there is time to fill, it will get filled, not usually efficiently.

Please stick to the agenda.  It is up to the chairperson to move the discussion along at the right speed to ensure all items are discussed.  If a discussion looks as though it is going to run and run, the chairperson should suggest that this is discussed in detail at another time by those who have the greatest involvement or scheduled for further discussion at a future meeting following further information gathering.

Purpose

At all times the Chairperson should be mindful of the aim of the meeting and ensure that all discussion contributes to that aim.  If the discussion veers off into another area, it should be brought back to the matter in hand.

Any Other Business

The “Any Other Business” section of the agenda can cause Chairperson’s hearts to sink.  This tends to be the point in the meeting where the chairperson needs to be particularly ruthless in controlling the meeting otherwise this section could end up longer than the main meeting.

Any Other Business is designed to cover items which arose in the time period between the agenda being sent out and the meeting happening.  It is NOT the place for grandstanding, raising grievances, frustrations or complaints, scoring points over other teams, or ambushing the meeting with an idea which you have already been told cannot be progressed in the hope that raising it in front of higher management will somehow allow you to get the idea agreed.

Addressing the meeting.

If you are presenting to the meeting, keep it short and to the point.  No grandstanding, waffling or blinding people with science or acronyms, please.  A short point, well presented will carry more authority than a lengthy and slightly waffly answer.  Your point will also be much easier to minute, allowing your pearls of wisdom to be properly recorded for posterity and allowing everyone who receives the minutes to clearly recall what your argument was and what actions they might need to take to assist you to move your project forward.  Speak as clearly and concisely as you can.  And if you don’t have anything useful to say… just keep quiet.  It is never necessary to speak for the sake of letting others hear your voice.

And on that note, I will end this post.