organising meetings >>> identifying the need for a meeting planning a meeting arranging a...
TRANSCRIPT
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Organising MeetingsOrganising Meetings
>>>
Identifying the need for a meeting
Planning a meeting
Arranging a meeting
Topic 1Topic 1Topic 2Topic 2
Topic 3Topic 3
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Organising MeetingsOrganising Meetings
>>>
Preparing for a meeting
Running a meeting
Documenting & reviewing a meeting
Topic 4Topic 4Topic 5Topic 5
Topic 6Topic 6
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Topic 1 Identifying the need for Topic 1 Identifying the need for a meetinga meeting
Understa
ndin
g m
eetin
g ty
pes a
nd
purp
ose
s
R
easo
ns
for
hold
ing a
m
eeti
ng
AA
BB
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Reasons for holding a meetingReasons for holding a meeting
Reach a decision(s) on a course of action
A
Resolve a problem B
Share certain information with a particular audience
C
Generate new ideas or thinking D
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Understanding meeting types Understanding meeting types and purposesand purposes
Decision making
Problem solving
Sharing information
Generating ideas
Board Meeting
Annual General Meeting
Staff meeting
Interview
Project progress meeting
‘Brainstorming’
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Scenario 1Scenario 1
Will you call a meeting in the following two situations:
You want to ask your boss
for a pay rise.
You are going to be delaying producing the month
end accounts.
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Topic 2 Planning a meetingTopic 2 Planning a meeting
Deciding who needs to participateDetermining the most appropriate
meeting formatEstablishing the timeframe for the
meetingDeciding on a location
Drafting an agendaDefining meeting success criteriaProviding initial notice to participantsSetting a provisional date, time and place for the meetingDetermining any legal or ethical requirements
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Deciding who needs to Deciding who needs to participateparticipate
have a direct involvement & interest in the meeting’s outcomes
able to contribute to the meeting
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Scenario 1Scenario 1
Your are a product manager and you require the assistance of the marketing department to
launch a new product.
You are the area manager for a chain of shops and you want to develop a plan to counter a new competitor moving into your territory.
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Determining the most Determining the most appropriate meeting formatappropriate meeting format
BB
CC
AA
Traditional meetings v. Traditional meetings v. the latest technologythe latest technology
Appointing a Appointing a chairpersonchairperson
Using visual Using visual aidsaids
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Traditional meetings v. the Traditional meetings v. the latest technologylatest technology
ff
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Appointing a chairpersonAppointing a chairperson
Has an excellent understanding of the topics and issues under discussion
Has the authority to runHas the authority to run the meeting successfullythe meeting successfully
able to take an objective, unbiased view of events
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The possibility of your The possibility of your agenda including agenda including
a presentationa presentation
The possibility of The possibility of any discussionany discussion
The possibility of your The possibility of your agenda including agenda including
a presentationa presentation
Using visual aidsUsing visual aids
The possibility of The possibility of any discussionany discussion
The possibility of The possibility of any discussionany discussion
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ScenarioScenario
What format do you consider to be most appropriate for your meeting?
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Establishing the timeframe Establishing the timeframe for the meetingfor the meeting
The known availability of the participants
The timing of other meetings
The timing of other events
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Establishing the timeframe Establishing the timeframe for the meetingfor the meeting
Other factors
Any known constraints on the availability of rooms or equipment
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Drafting an agendaDrafting an agenda
1. The name or title of the meeting2. The date, time and location of the meeting3. A list of the participants4. The individual items to be covered indicating, if po
ssible, who is responsible, the purpose and the time allocated for each item
5. ‘Any Other Business’6. A decision on the date, time and possibly location and ch
airperson for the next meeting if it is a regular event
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Defining meeting success Defining meeting success criteriacriteria
generate some ideas
make a decision
share some information
solve a problem
criteriacriteria
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Providing initial notice to Providing initial notice to participantsparticipants
Formally notify the intended participants of the meeting and confirm their willingness to participate by inviting them to let you know if they do not intend to take part
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Determining any legal or Determining any legal or ethical requirementsethical requirements
Topic Topic under under discusdiscussionsion
Some factorsSome factors
LegislationLegislation
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ScenarioScenario
Compose an email – to be sent to the invited participants – that will accompany the draft agenda.
Ensure the invited participants are willing to take part and invite comments on the agenda, date, location, etc.
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Topic 3 Arranging a meetingTopic 3 Arranging a meeting
A. Confirming a date, time and place for the meetingB. Booking rooms;C. Making travel and accommodation arrangements;D. Booking a telephone conference call;E. Booking a video conference call;F. Booking an Internet conference call;G. Letting non-participants know of events
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Topic 4 Preparing for a Topic 4 Preparing for a meetingmeeting
Meeting
Assigning responsibility for note taking & preparation of minutes
Finalising and issuing the agenda
Preparing and reading papers
Visiting the meeting location
Testing the technology
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ScenarioScenario
You are ready to finalise the agenda for your project meeting
Order of BusinessAdd the required itemCompose an emailVisit a conference room and run through the checklist
ON
OFF
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Topic 5 Running a meetingTopic 5 Running a meeting
Stating the purpose of the meeting
Making introductions
Controlling the meeting
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Topic 6 Documenting & Topic 6 Documenting & reviewing a meetingreviewing a meeting
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ScenarioScenario
You are preparing the minutes for your project meetingDraft a handwritten set of minutes for your project meetingEnsure details are included such as date, time, location, etc.Ensure your minutes are proof read for accuracy and errors correctedWho will be receiving a copy of the minutes?Compose an emailWhat can you assume if they do not reply?Who would you send the final version of the minutes to?
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Presenting & Analysing ResearchPresenting & Analysing Research
Writing the briefWriting the brief
Researching the topicResearching the topic
Writing the draftWriting the draft
Finalising the reportFinalising the report
Delivering an oral Delivering an oral presentationpresentation