Who We Are
How We Can Help
4201 Monterey Oaks, #1618
Austin, TX 78749
Turn Meetings at Work into
Meetings that Work!
Guidelines for Creating Meetings that Work!
The following set of guidelines has been designed to
serve as a practical set of criteria for ensuring that
your organizational meetings are effectively designed
1. Establish a clear focus and purpose for meeting.
-- Why are we meeting? Is there a legitimate reason
for meeting, or are we simply meeting for the sake
-- What do we hope to accomplish?
- strategic planning?
- project planning?
- progress reports, updates and/or communication?
- team building?
- creative thinking or brainstorming?
- problem solving?
- conflict resolution?
-- Will this be a decision-making meeting or an advisory
meeting -- with recommendations and feedback only?
2. Determine the size of the meeting.
-- Who should attend?
(The right people are one key to success.)
-- How large should the meeting be?
(Larger is not necessarily more problematic.)
-- Do we need full or limited stakeholder
-- Should participation in the meeting be
mandatory or voluntary?
3. Determine the type of structure needed
for the meeting.
-- What kind of process or structure will be needed?
-- Should the meeting be formal or informal?
-- Will we need guidelines or groundrules?
-- Who will draft the agenda?
-- What criteria will be used for developing
4. Determine if facilitation will be needed.
-- Do we need a dedicated and committed leader
who is actively involved with organizational
issues and who can advocate for what is needed?
-- Or, do we need a neutral facilitator who can
help to create an open forum for dialogue and
decision-making among diverse stakeholders
who have differing perspectives, needs, issues
For more information about how we work with our clients to
develop more effective meeting management strategies
based on these guidelines see:
How We Can Help
For more information about what actually happens in
a variety of different types of facilitated meetings see:
How a Facilitated Session Works
For more information about how these guidelines
may be applied within the context of your own organization,
please contact us at 512-892-3304 or at firstname.lastname@example.org.