Before the meeting begins – 4 added-value ideas from great chair persons and facilitators we’ve worked with

One of the best things about being a trainer is that you get to meet a lot of people from diverse backgrounds.  As trainers we get to listen to and learn from our clients – and we then get to share ideas, experiences and best practices with other clients. Below are some of the great ideas that top chairpersons and facilitators have identified over the last years during meeting facilitation seminars.

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Do you know who needs to be in the meeting and what they’ll be bringing to the table?

Before the meeting starts make a list of the decision makers, subject matter experts and opinion leaders. Then take a few minutes to isolate and identify their interests in the outcome of the meeting. Why? By doing this you’ll…

• Know who to address about which topic when. This is especially useful if you have meeting participants who are quieter or introspective.
• Know who to ask specific technical questions.
• Be better able to focus the flow of information and discussion on the decision makers’ interests

Do you invest time before the meeting to talk with the participants?

This idea is too often quickly mislabelled as “politics”, but all of the truly impressive chairpersons I’ve been lucky enough to work with have stood by the idea. Great chairpersons and facilitators make the time to talk with individuals who will participate in the meeting about the meeting before the meeting begins. They do this to uncover interests, hear concerns and objections, and win support. They are then better able to connect interests, help others save face and steer discussions down constructive avenues.

I specifically remember a young project manager passionately convincing her fellow IT engineers of the merits of this behaviour and that “talking about the meeting before the meeting makes the meeting work -and that’s why we always finish our meetings earlier than planned!”

Do you build your own ground rules – and review them at the start of every meeting?

Many organizations have established “meeting ground rules”. These may be unspoken, hidden away on the Intranet or printed on colourful posters and put in the meeting rooms. The advice is often solid and sensible.

But all the best chairpersons I’ve worked with have consistently supported the idea that ground rules work best when the team itself decides on their own ground rules and define acceptable meeting behaviour (for example phones on silent, poll opinions, always have an agenda, etc…).  This is especially important when working in virtual teams. When challenged by their peers that this was a waste of time answers included …

• “The team takes the time to focus on the process and not the results. And my experience is that it’s the process that causes the frustrations 9 out of 10 times”
• “Because everyone and every team  is different and the company rules can’t know this”
•  “If they are our rules, and we made them, then everybody shares the responsibility for making our meetings work well”
• “It means I don’t need to be the bad guy – because we all agreed and committed to the process up front”

Top chair persons and facilitators also tend to review them very quickly at the start of every meeting. One extroverted investment fund manager I worked with sang them and, to keep things fresh, changed the tune at least every quarter. You won’t be surprised to hear that his peers had mixed reactions to this idea (“It is not a serious idea Fabio, we are a bank!”) – but apparently his team loved it, and meeting attendance was high.

Are you building trust through building relationships and enabling “rough discussions”?

Great chairpersons and facilitators take the time before the meeting to get to know team members personally – and understand the dynamics between the participants.  This helps the chairperson;

• understand people’ motivations and priorities (“what do they really care about?”)
• adapt the dynamics and approach to respect he different personalities (e.g. not everybody wants to brainstorm as a group
• adapt their own communication style e.g find the best metaphors and stories to illustrate key points,

But more importantly, as one German manager said “Rough discussions are important so we don’t keep having the same discussions again and again”.  This ties in with Patrick Lencioni’s 5 dysfunctions of a team idea that great chairpersons believe the more they know about the participants, the better they can facilitate open discussions. They’ll know when to push and when to stop, when to mine conflict in the meeting (force buried disagreements to light in order to work through them) and when to deal with issues in smaller groups. Building trust is a long-term investment, but as many meetings are chaired by the teams manager anyway it is an investment that pays off.