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Education Articles

How to hold an effective meeting

Koshy, Kiron BSc, MBBSa; Liu, Alison BSc, MBBSb; Whitehurst, Katharine BSc, MBBSc; Gundogan, Buket BSc, MBBSd,; Al Omran, Yasser BSc, MBBSe

Author Information
doi: 10.1097/IJ9.0000000000000022
  • Open

Abstract

Around the world, millions of meetings are being held every day—most of them unproductive1,2. This wastes valuable time and effort for all involved3. Within Medicine, meetings are common place: from society meetings at medical school to multidisciplinary team meetings in hospitals. To increase efficiency, one must first determine whether a meeting is necessary or appropriate for the problem4. It is useful then to consider the events before, during, and after, to make your meeting as productive and useful as possible5–7.

Is a meeting needed?

A meeting for meeting’s sake is unlikely to be productive. Before you call a meeting, think about whether there is any novel information or updates8. No new news? Consider cancelling the meeting. It is important to keep in mind that while you may have some free time in your schedule, your colleagues may have to cancel important professional or personal commitments to attend. Acknowledging the other commitments of your team will increase the efficiency of any meetings.

If there is new information, how much communication is required to find an appropriate course of action for the news? Can the update be provided in 10 to 15 minutes? If so, perhaps an email bulletin would be sufficient? Other similar problems can be solved without a meeting9,10:

  • Do you need a question answered? PHONE CALL
  • Are there difficult/sensitive issues? MEET ONE TO ONE

A meeting is perhaps only necessary when the subject matter(s) require at least an hour of your time, any less can usually be resolved with alternative means11.

Before

Determine the structure and purpose12:

  • What is the objective?
  • Who needs to attend?
  • Will an external speaker be required?
  • How much time is needed?
  • What preparation will help?
  • What is your role?

Communicate in advance13:

  • Develop a written agenda—assigning ownership to each item.
  • Send an agenda and supporting materials in advance.
  • Set expectations for attendance.
  • Set context/framing for the meeting—tell people why the meeting is being held.
  • Ensure appropriate rooms are booked in advance, with extra time allocated for seating rearrangement.
  • If special items are required (for example audio-visual facilities) make sure that this is arranged well in advance.

For communication in advance of meetings, online surveys, for example, surveymonkey.com are commonly used tools. They can allow you to gauge expectations of topics to cover in the meeting, as well as help you to organize a convenient date for the involved parties.

On the occasions that external speakers will be required for organization meetings, it is important to contact them early and make it clear to them the reason that you have involved them in this meeting, so that they may prepare appropriately.

During

  • Start and finish on time.
  • Assign a note taker and time keeper14.
  • Provide context for meeting—again remind people why the meeting is being held.
  • If people have not been properly introduced, let everyone be acquainted to encourage further productive discussion.
  • Manage the discussion2,15:
    • Asking for action from someone? Do it early, and be specific.
    • Off-topic ideas coming up? Bring people back to the agenda—future discussion can be held on these topics.
    • People talking for too long? Set time limits, move on to other topics and if there is time at the end come back to the topic.
    • Want attendees to stay engaged? Use active listening strategies and keep it interactive.
    • Want attendees to feel invested in the outcome? Acknowledge their mind-sets and interests verbally.
  • Stick to the agenda.
  • Review next steps and establish accountability16.
  • End early.

After

Follow-up17

  • Send brief notes to both meeting attendees and those absent with decisions made (or unmade) and further action items and owners.

Debrief

  • Review what worked and what did not, and note these for next time18.
    • This can be done in person, or online survey platforms and evaluation forms can also be used.

Conclusions

Most meetings can be improved. First, question if a meeting is even needed. Then follow the steps provided for before, during, and after the meeting to get the most out of your own and your colleague’s time.

Conflict of interest statement

The authors declare that they have no financial conflict of interest with regard to the content of this report.

References

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2. Cohen MA, Rogelberg SG, Allen JA, et al. Meeting design characteristics and attendee perceptions of staff/team meeting quality. Group Dynamics: Theory, ResPract 2011;15:90.
3. Rogelberg SG, Leach DJ, Warr PB, et al. “Not another meeting!” Are meeting time demands related to employee well-being? J Appl Psychol 2006;91:83.
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6. Kirkpatrick DL. How to Conduct Productive Meetings: Strategies, Tips, and Tools to Ensure Your Next Meeting is Well Planned and Effective. Alexandria: ASTD Press; 2006.
7. Murray G. Sokolova M, van Beek P. Learning how productive and unproductive meetings differ. Advances in Artificial Intelligence: 27th Canadian Conference on Artificial Intelligence, Canadian AI 2014, Montreal, QC, Canada, May 6-9, 2014. Proceedings Cham. Montreal, Canada: Springer International Publishing; 2014:191–202.
8. Drucker PF. What makes an effective executive. Harv Bus Rev 2004;82:58–63. 136.
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10. Rowlands S, Callen J. A qualitative analysis of communication between members of a hospital-based multidisciplinary lung cancer team. Eur J Cancer Care 2013;22:20–31.
11. Butchibabu A, Sparano-Huiban C, Sonenberg L, et al. Implicit Coordination Strategies for Effective Team Communication. Hum Factors 2016;58:595–610.
12. Forester GL, Thorns P, Pinto JK. Importance of goal setting in virtual project teams. Psychol Rep 2007;100:270–4.
13. Nixon CT, Littlepage GE. Impact of meeting procedures on meeting effectiveness. J Bus Psychol 1992;6:361–9.
14. Sonnentag S, Volmer J. Individual-level predictors of task-related teamwork processes. Group Org Manage 2009;34:37–66.
15. Kauffeld S, Lehmann-Willenbrock N. Meetings matter. Small Group Res 2012;43:130–58.
16. Price A, Snowcroft A. Essential Skills for Managing in Healthcare. Oxford: Taylor & Francis Ltd; 2010.
17. Review H. HBR Guide to Making Every Meeting Matter. Brighton, MA: Harvard Business Review Press; 2011.
18. Rogelberg SG, Allen JA, Shanock L, et al. Employee satisfaction with meetings: a contemporary facet of job satisfaction. Hum Resour Manage 2010;49:149–72.
Keywords:

Meeting; Organization; Team management; Management

Copyright © 2017 The Authors. Published by Wolters Kluwer Health, Inc. on behalf of IJS Publishing Group Ltd.