How To Run A Useful Meeting

I’m on a manager’s schedule, not a maker’s schedule, so I go to, and run, a lot of meetings, and I’ve made a few rules for myself that make meetings more useful.

No Agenda, No Meeting

Meetings without agendas are likely to go nowhere and do nothing. Even recurring meetings need agendas. The agenda should be a few lines covering the specific reason(s) for the meeting, and this agenda should be emailed to the people who will be at the meeting at least 24 hours before the meeting. The reason for emailing the agenda, rather than only putting the meeting agenda in the invitation, is that people will often reply to the emailed agenda addressing the very questions you wanted to answer in the meeting. Sometimes, you’ll address all the reasons for having that meeting via email and you don’t need to have the meeting – which is always a good outcome. Emailed agendas are like the pre-interview phone screen – if the agenda can’t get past this step, no need to waste everyone’s time in person.

An agenda also serves to focus the meeting as it progresses, helping people keep the meeting on track.

Always Take Notes

You, as the organizer, should take detailed notes (except for the times when you are at the whiteboard, or other such situation). You set up the meeting, you have to take the notes. It was important enough for you to break up every attendee’s day, and to cost the company the combined salary of the people you invited, so you should make sure you record what happened in the meeting. Good notes contain:

  • A list of attendees
  • A copy of the agenda
  • Short summaries of discussions/disagreements
  • A list of what was decided, including who will do what

You don’t need to worry about grammar and spelling as you take the notes – you can clean them up later. What you do need to do is email all the attendees the notes (some of my friends check the notes into revision control as well; this is a good practice that I need to adopt). When you email out the notes you’re giving people time to correct your notes and clarify what everyone meant.

If you whiteboarded something during the meeting, take a picture of it and include the picture in the email.

Also, if you have trouble paying attention in meetings (like I do), volunteering to take notes is a great way to stay focused on the meeting.

Let People Leave The Meeting

If someone doesn’t need to be there for the whole meeting, don’t make them stay. Let them go after they’ve contributed their part.

Meetings Happen In Person….

Or do they? Scrums and other short status meetings are good candidates for meeting over IRC. A friend of mine who runs a lot of distributed groups runs many of his shorter (and longer) meetings this way, with the help of a few tricks like an IRC bot that can be told when the meeting has started and stopped: after the stop command is received the bot will make a web page from the meeting notes. Scrums are particularly amenable to this format because people can post their prepared list of updates into the chat window for all to see and comment on. Another advantage of scrums or status reporting meetings over IRC is that people don’t have to leave their desks (this seems obvious, but making meetings like scrums fit into people’s workflows is important). Meetings over IRC also let people observe a meeting by lurking in the chat room, which is something that is harder to do in person.

IRC can be a useful tool for in-person meetings as well, providing a place to paste texts, share links, record notes, and so on. I think that Google Wave (or something like SubEthaEdit) has potential for this purpose as well, but haven’t tried it.

What Works For You?

What techniques do you use to maximize the value of your meetings? I’d love to hear about your experiences in the comments.

6 Comments

Brad MurphyJuly 18th, 2010 at 21:37

Great post. I tend to agree with your comments on agendas, however I am also a huge fan of brainstorming sessions. No agendas, no egos, no formality. There is a problem and a bunch of smart people and we want to hear every possible solution, even the crazy ones. Lots of cool things come out of these meetings.

PeteJuly 19th, 2010 at 07:59

I would amend “You set up the meeting, you have to take the notes” to “You set up the meeting, you have to ensure that notes are taken.”

I agree that meeting notes are critical, and most of the time, it’s fine for the meeting organizer to be the person responsible for taking them. However, I have run into situations where, as meeting organizer, I find that all of my attention has to be on facilitating the discussion, and in these cases, it’s helpful to have someone else in charge of notes.

Adam FletcherJuly 19th, 2010 at 09:31

@Brad – there’s always exceptions, and brainstorming is a good one to point out. Thanks!

@Pete – I tried to address the organizer not having time to take notes in the parenthetical, but I probably need to make that more clear. Thanks!

Geoffrey ThomasJuly 25th, 2010 at 15:17

Since you mentioned SubEthaEdit, I just wanted to mention that one of my student groups has found running meetings over EtherPad (although etherpad.com closed its doors, I encouraged a friend to set up etherpad.mit.edu) _and_ Skype useful for having a traditional in-person meeting over winter/summer break when half of us aren’t on campus. We put up the agenda in the EtherPad and have a designated secretary fill in under the agenda, but since most people in person and everyone remote has their laptops out, people can follow along even if Skype cuts out.

AlexJuly 25th, 2010 at 15:27

Being on the opposite end of things — a developer that has his fingers in many pies — I get invited to a lot of meetings. Coding meetings, status meetings, policy meetings, coordination meetings with other programs, etc. For me, it is vitally important to choose which I really need to attend.

Most of the organizers don’t send out agendas ahead of time. Many get a little crazy when it comes to the distribution lists. While it burns a little bit of time to have to determine whether I’ve got anything to contribute, it’s far better to spend time to figure it out than to attempt to attend all of them.

In general, unless there’s an emergency, I don’t do last-minute meetings… they screw with my flow too much.

Matt ZimmermanJuly 29th, 2010 at 04:34

We often use Google Docs for taking notes during meetings, because it’s easy for everyone to participate and follow along. I’ve been meaning to try EtherPad for this purpose, but haven’t got around to deploying it yet.

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