Run Effective Project Meetings

YOUR PRESENTER: Jonathan Weisglass

Customer Success Architect

WEBINAR HOST: Marian Manning

Executive Summary & Webinar Overview

1. The ‘DAFT’ approach to better meetings

2. Sample Agenda: Team Meetings

Live Questions & Answers!

Run Effective Project Meetings

Portfolio

Management

Project Management Success, on SharePoint

What is BrightWork?

Project

ManagementTeam

Collaboration

Continuous

Improvement

A Three-Step Framework for

Collaborative Project Management

Why are project meetings so

important?

Effective Project Meetings • Are essential to collaborative project management

• Help energize the team, making them feel connected, involved and

informed

• Boost collaboration and communication

• Support decision making and problem solving

“Meetings get a bad rap, and deservedly so -

most are disorganized and distracted. But they

can be a critical tool for getting your team on the

same page”.

- Justin Rosenstein, Asana

1. The DAFT Approach Desired outcome, Agenda, Facilitator and Take Aways

DAFT

Approach

Every project meeting should have:

- Desired outcome- Think about the purpose of the meeting.

- Agenda- Develop an agenda to meet your objective.

- Facilitator- A facilitator:

- Starts the meeting by explaining the desired outcome of the

meeting

- Shares the agenda

- Makes sure everyone sticks to the agenda!

- Take Aways- At the end the meeting, summarize key actions and deadlines.

- Some people may have become distracted in the meeting so it is useful

to finish with a summary!

2. Sample Agenda: Team

Meetings Get more from team meetings

1. Review and agree the agenda with the team.

2. Review, discuss and resolve any open issues.

3. Look at upcoming tasks for next week.

4. Project process and approach – any adjustments needed?

5. (Time Permitting) Tasks achieved last week.

6. AOB (Any Other Business).

7. Summarize the meeting outcomes.

Team Meeting Agenda

1. Review and agree the agenda with the team

• Get everyone on the same page as the meeting starts.

2. Review, discuss and resolve any open issues

• Tackle at the start when energy levels are high.

• Ask for issues and proposed solutions.

Team Meeting Agenda Tips

3. Look at upcoming tasks for next week

• Typically listed at the start of a project.

• Helpful to discuss and define as the task approaches.

4. Project process and approach – any adjustments needed?

• Do the team have any suggestions on processes or approaches?

Team Meeting Agenda Tips

5. (Time Permitting) Tasks achieved last week

• Celebrate success but don’t forget that more work is needed!

6. AOB (Any Other Business)

• Discuss any other items or points.

Team Meeting Agenda Tips

7. Summarize the meeting outcomes

• Recap key decisions, outcomes and action items.

• Share meeting minutes with detail of items covered and

assigned tasks.

Team Meeting Agenda Tips

Run

Effective

Meetings

Ensure your project meetings run smoothly:

- Try the DAFT approach (Desired outcome,

Agenda,Facilitator and Take Aways)

- Use an agenda to maximize team meetings

Next Steps

‐ Evolve your meetings with nine strategies and twoadditional sample agendas (project sponsor and brainstorms)

‐ Download a free copy from www.brightwork.com

‐ Purchase from Amazon (paperback and Kindle)

‐ The entire proceeds of this book (and not just the profits) will go to Concern Worldwide, an organization dedicated to working with the world’s poorest people to help transform lives.

Next Steps

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