CUES Member Community

Back to discussions
Expand all | Collapse all

Effective Meeting Facilitation

  • 1.  Effective Meeting Facilitation

    Posted Dec 16, 2020 03:01 PM
    We are looking at setting some corporate ground rules for effective meetings.  We are really trying to tighten down what qualifies for a meeting to be more productive. Is there anything within your organization that you have in place to help with some of these things, such as meetings must have an action item, meetings cannot be held before 9:00am, etc.?



    ------------------------------
    Jennifer Breitbach
    Training Manager
    Dupaco Community CU
    Dubuque IA
    563.557.7600
    ------------------------------


  • 2.  RE: Effective Meeting Facilitation

    Posted Dec 17, 2020 01:07 PM

    I used a book way back titled, "The Secrets to Masterful Meetings" by Michael Wilkinson. He also has some videos on YouTube on the topic. 

    Of course some items such as meeting start and end times will be based on your internal environment.  At a prior company, the guideline was no meetings after 4:30 and Fridays were No Meeting Days.  The 4:30 guideline stuck but not so much the No Meeting Days, although they were greatly reduced.  Also all meetings had to have an agenda and if the need could be resolved by a call or a few emails, then no meeting was to be scheduled.  The last thing was that the meeting planner needed to make sure he invited people that needed to be involved instead of blanket requests.  If invited, you had to respond timely.



    ------------------------------
    Ginger Galloway SPHR, MBA
    VP, Human Resources
    LA Financial CU
    Pasadena CA
    818.844.8111
    ------------------------------

    Original Message


  • 3.  RE: Effective Meeting Facilitation

    Posted Dec 17, 2020 09:59 PM
    All,

    For effectiveness in general, but in particular for meeting effectiveness, I can't recommend Manager Tools (www.manager-tools.com) enough.  They have actionable guidance on nearly every topic under the sun, and it's all (mostly) easy to find using their map of the universe (under the podcasts tab on their website).  Almost all of the podcasts are free, but if you pay for an individual license you can get the show notes, which is basically a white paper version of the podcast (not a transcript, but the same ideas as conveyed in the podcast without the banter and asides).  As you can see, they have a fair amount of guidance on meetings:



    Jake Jensen
    Board Chair

    Advantis Credit Union 
    WITH US YOU CAN™
    P.O. Box 14220 
    Portland, OR 97293 
    www.advantiscu.org

    This email and any files transmitted with it may contain confidential information and is intended solely for the use of the individual or entity addressed. Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient are prohibited. If you have received this email in error please immediately destroy it and any attached files and contact the sender at 503-785-2528. Opinions, conclusions, and other information in this email that do not relate to the official business of Advantis Credit Union shall be understood as neither given nor endorsed by Advantis. All email sent to this address will be received by Advantis CU's corporate email system and is subject to archiving and review by someone other than the recipient.




    Original Message