No doubt the best book I have read on meetings. I was already familiar with the concepts from other Lencioni books (The Advantage, Five Dysfunctions and others) but this one goes in depth with all the key elements of an efficient meeting. I will definitely try to implement these principles and structure in my teams as much as I'm able to.
Two problems with meetings:
*Meetings are boring because they lack drama or conflict (rather than mining for conflict most managers are focused on avoiding tensions and finishing meetings on time).
*Meetings are ineffective because they lack contextual structure. Because there is no clarity around what topics are appropriate, there is no clear context for the various discussions that take place. In the end little is decided because the participants have hard time figuring out whether they're supposed to be debating, voting, brainstorming, weighing in or just listening.
LACK OF DRAMA OR CONFLICT
Meetings VS movies:
*Meetings are interactive, movies are not.
*Meetings are directly relevant to our lives, movies are not.
THE HOOK. The key is to set up the plot form the outside (participants need to understand and appreciate what is at stake).
MINING FOR CONFLICT AND REAL-TIME PERMISSION. Leader can minimize the discomfort and maximize the likelihood that conflict will continue by interrupting the participants and reminding them that what they are doing is good.
LACK OF CONTEXTUAL STRUCTURE
Meeting stew - the tendency to throw every type of issue that needs to be discussed into the same meeting, like a bad stew with too many random ingredients.
THE FOUR MEETINGS
1) THE DAILY CHECK-IN requires that team members get together, standing up, for about five minutes every morning to report on their activities that day. Purpose is to help team members to avoid confusion about how priorities are translated into action on a regular basis. It provides as quick forum for ensuring that nothing falls through the cracks on a given day and that no one steps on anyone else's toes. Just as important, it helps eliminate the need for unnecessary and time consuming e-mail chains about schedule coordination. Challenge is to get team members to stick with it initially, long enough to make it part of their routine. Also keeping it to five minutes.
2) THE WEEKLY TACTICAL (45-90 minutes)
Critical elements:
The lightning round: Everyone indicates their 2-3 priorities for the week, it should take each member no more than one minute. Sets tone for the rest of the meeting. By giving all participants a real sense of the actual activities taking place in the organization, it makes it easy for the team to identify potential redundancies, gaps or other issues that require immediate attention.
Progress review: routine reporting of critical information or metrics (revenue, expenses, customer satisfaction, inventory etc. ) Point is to get into the habit of reviewing progress relating to key metrics for success, but not every metric available (4-6 max). Should take max 5 minutes, lengthy discussions should be avoided.
Real-time agenda: agenda should not be set before the meeting, but only after previous two rounds have taken place. Topics that need to be discussed should pop out. Mainly tactical issues that should be addressed to ensure that short-term objectives are not in jeopardy. Two overriding goals: resolution of issues and reinforcement of clarity. Obstacles need to be identified and removed, and everyone needs to be on the same page.
Challenges that prevent proper implementation:
*temptation to set an agenda ahead of time, either formally or informally
*tendency for team members to go too much into details during the lightning round, causes others to lose interest, thus clouds the ability of the team to identify the right issues for discussion and resolution.
*temptation to get into discussion about long-term strategic issues. There isn't enough time for that. The tendency of leaders to inappropriately reconsider strategic decisions when faced with inevitable tactical obstacles. Limiting weekly tactical meetings to specific, short-term topics requires people to focus on solving problems, rather than backing off on long-term decisions that have already been made. Key to overcoming this is discipline, taking strategic topics off the table and taking them to the monthly strategic meeting.
3)THE MONTHLY STRATEGIC MEETING
The meeting where executives wrestle with, analyze, debate and decide upon critical issues (but only a few) that will affect the business in fundamental ways. Allow executives to dive into a given topic or two without the distractions of deadlines and tactical concerns. Advisable to schedule at least 2 hours per topic.
Sometimes ad-hoc strategic meetings are also needed(the most important meeting that occurs in an organization). It demonstrates that an executive team knows how to identify those rare strategic issues that deserve immediate attention even at the expense of the urgent but less important tactical concerns that surface every day.
Challenges:
*failure to schedule enough time for them
*putting too many items on the agenda
*most executives have too many tactical and administrative items on their schedules
*the failure to do research and preparation ahead of time
*the fear of conflict
4)THE QUARTERLY OFF-SITE REVIEW
Provide executives an opportunity to regularly step away from the daily, weekly and even monthly issues that occupy their attention, so they can review the business in a more holistic manner.
Possible topics:
*comprehensive strategy review.
*team review (assess themselves and their behaviors as a team).
*personnel review. Talking about the key employees within the organization, also poor performers.
*competitive and industry review.
Challenges:
*tendency to over-burden and over-structure the meetings (tightly scheduled slide presentations and lengthy information sermons).
*making those meetings too much of a boondoggle (exotic locations, travel, too many social activities etc).
*inviting outsiders to to attend the meeting in the spirit of inclusivity, it is a very bad idea because it changes the team dynamic significantly (only exception is using outside facilitator who is trusted by the team).
“When a group of intelligent people come together to talk about issues that matter, it is both natural and productive for disagreement to occur. Resolving those issues is what makes a meeting productive, engaging, even fun.”
“To make meetings less boring, leaders must look for legitimate reasons to provoke and uncover relevant, constructive ideological conflict. By doing so, they’ll keep people engaged, which leads to more passionate discussions, and ultimately, to better decisions.”
“Well, strategy. The competitive landscape. Morale. The dynamics of the executive team. Top performers. Bottom performers. Customer satisfaction. Pretty much everything that has a long-term impact on the success of the company. Stuff you just can’t cover in weekly or monthly meetings.”