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Have you ever wanted to unlock the secrets to holding a successful meeting or training event? It can often be a difficult task, for businesses and institutions that want to organise a meeting, but do not know how to plan and implement an effective meeting or training event.
Citation preview
1
The Ultimate E-Guide to
Hosting the Perfect
Meeting and Training
Events
2
Have you ever wanted to unlock the
secrets to holding a successful
meeting or training event? It can
often be a difficult task, for
businesses and institutions that want
to organise a meeting, but do not
know how to plan and implement an
effective meeting or training event.
There are many issues that need to
be considered when organising a
meeting or training event which
will be discussed further in this
e-guide. Some of the most
common issues that arise when
planning a meeting involves
where to hold the meeting,
organising the venue, the number of
attendees, the presentations and
resources that may be needed and an
overview of the overall budget that
you have to organise and hold a
meeting.
If you are looking to hold a training event
you may also find that you will need plan
your budget effectively to incorporate the
necessary marketing and promotional
materials that may be needed to run your
event effectively. With so much to
consider in planning a meeting it may be
worth creating a checklist or assign
different members of your team or
employees to effectively manage different
aspects that will be involved in creating
the perfect meeting or training event for
your company. Whether you are holding
a professional business meeting or an
educational training event for employees
this e-guide aims to help you plan you
event with ease.
Businesses are wasting thousands of
pounds each year because of time
wasted on poorly planned meetings. This
is why it is essential to have an effectively
planned meeting and set the agenda with
confidence, to ensure that you don’t lose
out on potential business deals or
creative networking opportunities. In
addition, training events become
unproductive if they are not properly
organised and often companies incur
losses through unsuccessful
training events. Meetings
are vital for managem
and communication. Properly
run meetings save time,
increase motivation,
productivity, and solve
problems. Meetings create new
ideas and initiatives. Meetings
achieve buy-in which would be
essential to the success of your
company. Meetings are effectiv
the written word only carries 7% of the
true meaning and feeling. Meetings are
better than telephone conferences
because only 38% of the meaning and
feeling is carried in the way that things
are said. Therefore planning and hosting
a meeting or training event can create
lucrative potential for your business and
further spur motivation for employees and
participants.
Planning and Budgeting
for your
Meeting/Training Event
a professional business meeting or an
educational training event for employees
guide aims to help you plan your
Businesses are wasting thousands of
pounds each year because of time
wasted on poorly planned meetings. This
is why it is essential to have an effectively
planned meeting and set the agenda with
confidence, to ensure that you don’t lose
out on potential business deals or
creative networking opportunities. In
addition, training events become
unproductive if they are not properly
organised and often companies incur
losses through unsuccessful
training events. Meetings
are vital for management
and communication. Properly
run meetings save time,
increase motivation,
productivity, and solve
problems. Meetings create new
ideas and initiatives. Meetings
in which would be
essential to the success of your
company. Meetings are effective because
the written word only carries 7% of the
true meaning and feeling. Meetings are
better than telephone conferences
because only 38% of the meaning and
feeling is carried in the way that things
are said. Therefore planning and hosting
raining event can create
lucrative potential for your business and
further spur motivation for employees and
Planning and Budgeting
for your
Meeting/Training Event
3
The first and most important thing you
should do when organising a potential
meeting or training event is to create a
plan. When establishing a plan for a
meeting, keep in mind that sometimes
you want to think out of
the box in order to
expand possibilities.
Firstly at the top of
your plan you
should decide on
the budget for your
meeting or training
event. The budget will
act as a guide for your
expenditure for the
meeting from hotel or
venue bookings to the
refreshments for the guests and
any other further resources you may
need for your meeting. It is therefore
imperative that you create a checklist of
all the essentials that you will need for
your meeting e.g venue hire and put next
to it the amount it will cost for each of
these things. You may find that you are
left with more money to spend by setting
the budget in advance and seeing what
things you may need. However, you may
also find that there is a lot to consider
and hire out for your meeting and you
may need to weigh up what you really
need for the meeting and rule
unnecessary items out of your meeting or
training event. Once you have created a
checklist and written down an estimate of
the costs you will be able to add up how
much it will cost to run the meeting and
this will help you when booking your
venue and other components such as
refreshments for your guests. The actions
you take before creating the meeting can
help you to establish the groundwork for
accomplishing successful meeting
results. You can do all of the needed
follow-up, but without an effective
meeting plan to start, you may not get the
results you have ho
meetings that produce results, begin
with meeting planning and if
you take the necessary steps
in creating a budget and draft
plan then you can be one
step closer to holding your
perfect meeting. It may be
beneficial to identify
whether
are needed to help you plan
the meeting. Then, decide
what you hope to accomplish
by holding the meeting.
Another effective tip on planning the
meeting is to establish doable goals for
your meeting or training event. It would
be unproductive to organise a meeting at
a five star hotel if you know that this
exceeds your budget. Therefore be
realistic and work according to your
individual budget of your business to
ensure that you have enough money for
all the other components which will help
create the perfect meeting. The goals you
set will establish the framework for an
effective meeting plan. As Stephen
Covey says in the Seven Habits of Highly
Effective People, "Begin with the end in
mind." Your meeting purpose will
determine the meeting fo
agenda, and the meeting participants and
will help to further engage your
participants and work towards productive
success.
In developing your meeting plan, ensure
that a meeting is the appropriate vehicle
successful meeting
results. You can do all of the needed
up, but without an effective
meeting plan to start, you may not get the
results you have hoped for. Effective
meetings that produce results, begin
with meeting planning and if
you take the necessary steps
in creating a budget and draft
plan then you can be one
step closer to holding your
perfect meeting. It may be
beneficial to identify
whether other employees
are needed to help you plan
the meeting. Then, decide
what you hope to accomplish
by holding the meeting.
Another effective tip on planning the
meeting is to establish doable goals for
your meeting or training event. It would
ve to organise a meeting at
a five star hotel if you know that this
exceeds your budget. Therefore be
realistic and work according to your
individual budget of your business to
ensure that you have enough money for
all the other components which will help
create the perfect meeting. The goals you
set will establish the framework for an
effective meeting plan. As Stephen
Covey says in the Seven Habits of Highly
Effective People, "Begin with the end in
mind." Your meeting purpose will
determine the meeting focus, the meeting
agenda, and the meeting participants and
will help to further engage your
participants and work towards productive
In developing your meeting plan, ensure
that a meeting is the appropriate vehicle
4
for accomplishing the set goals which you
want to achieve out of your meeting.
When you schedule and hold a meeting
you need to take account of the number
of people attending. So, make efforts to
determine that a meeting is the best
opportunity to solve the problem, improve
the process, or make an ongoing plan. A
meeting or training event can create the
perfect means to accomplish your goals;
therefore it would be worth checking with
the participants who must attend for the
meeting to succeed. The needed
attendees must be available to attend the
meeting. Postpone the meeting rather
than holding a meeting without critical
staff members. If a delegate attends in
the place of a crucial decision maker,
make sure the designated staff member
has the authority to make decisions.
• A Few Tips for Planning
Here is a solid basic structure
for most types of meetings. This
assumes you have considered
properly and decided that the
meeting is necessary, and also
that you have decided via
consultation with those affected
if necessary or helpful what sort
of meeting to hold.
• Plan your meeting - use your
agenda as a planning tool
• Set and be clear of your
budget
• Circulate the meeting agenda
in advance
• Run the meeting - keep
control, agree outcomes,
actions and responsibilities,
take notes
• Write and circulate
especially actions and
accountabilities
• Follow up agreed actions and
responsibilities
Meeting Venue
The venue is an important aspect of your
meeting which is why you want to select
the most suitable venue for your meeting.
Meetings or training e
in a variety of locations from hotel
business suites to conference hall your
university lecture theatres. However, the
price of scheduling a meeting venue
varies considerably depending on the
number of attendees and the additional
resources that you may need.
Many meetings are relatively informal,
held in meeting rooms 'on
warrant extensive planning of the venue
as such. On the other hand, if you are
planning a big or important meeting
which needs to be held off
unfamiliar venues very definitely require a
lot of careful planning of the venue layout
and facilities. Plan the venue according to
the situation and you should find that
your venue will provide you with ample
space to conduct your meeting.
Venue choice is critical for certain
sensitive meetings, but far less so for
routine, in-house gatherings. Whatever,
there are certain preparations that are
essential, and never leave it all to the
hotel conference organiser or your own
facilities department unless you
them implicitly. Other people will do their
Write and circulate notes -
especially actions and
accountabilities
Follow up agreed actions and
responsibilities
Meeting Venue
The venue is an important aspect of your
meeting which is why you want to select
the most suitable venue for your meeting.
Meetings or training events can be held
in a variety of locations from hotel
suites to conference hall your
university lecture theatres. However, the
price of scheduling a meeting venue
varies considerably depending on the
number of attendees and the additional
es that you may need.
Many meetings are relatively informal,
held in meeting rooms 'on-site' and do not
warrant extensive planning of the venue
as such. On the other hand, if you are
planning a big or important meeting
which needs to be held off-site at
unfamiliar venues very definitely require a
lot of careful planning of the venue layout
and facilities. Plan the venue according to
the situation and you should find that
your venue will provide you with ample
space to conduct your meeting.
s critical for certain
sensitive meetings, but far less so for
house gatherings. Whatever,
there are certain preparations that are
essential, and never leave it all to the
hotel conference organiser or your own
facilities department unless you trust
them implicitly. Other people will do their
5
best but they're not you which is why it is
crucial to ensure you hire a trusted venue
provider which will help to make things
run more smoothly. Often venue
providers will not be able to second
guess exactly what you want. Therefore
you must make a note of all the things
you wish to be included for your venue
and this could be included in your plan
which you can give to your venue
provider. You must ensure the room is
right - mainly, that it is big enough with all
relevant equipment and services. It's too
late to start hunting for a 20ft power
extension lead five minutes before the
meeting starts.
Other aspects that you need to check or
even set up personally are:
• Table and seating layout
• Top-table (if relevant) position
• Tables for demonstration
items, paperwork, hand-outs,
etc
• Electricity power points and
extensions
• Heating and lighting controls
• Projection and flip chart
equipment positioning and
correct operation
• Whereabouts of toilets and
emergency exits - fire drill
• Confirm reception and
catering arrangements
• Back-up equipment
contingency
• Refreshments (if any)
All of the above can and will go wrong
unless you check and confirm - when you
book the venue and then again a few
days before the meeting.
For a big important meeting, you should
also arrive an hour early to check
everything is as you want it. Some
meetings are difficult enough without
having to deal with domestic or logistics
emergencies; and remember if anything
goes wrong it reflects on you
credibility, reputation and control that's at
stake. Positioning of seating and tables is
important, and for certain types of
meetings it's crucial. Ensure the layout is
appropriate for the occasion:
Formal presentations to large groups
may be better in a theatre
hall venue in order for the audience to be
in rows, preferably with tables, facing the
chairman and this would be an ideal
venue for a training event.
Medium-sized participative meetings
horse-shoe designed table lay
open part of the U facing the chairman's
table, or delegates' tables arranged
'cabaret' style. Small meetings for debate
and discussion - board
work well with a one rectangular table
with chairman at one end. A relaxed
team meeting for planning and creative
sessions would work better with a lounge
style venue, with easy chairs and coffee
tables.
Your own positioning at the meeting in
relation to the group is vitally important. If
you are confident and comfortable and
your own authority then you should sit
close to the others, and can even sit
among people. If you expect challenge or
need to control the group strongly set
yourself further away and clearly central,
behind a top-table at the head of things. It
is important to ensure that everyone can
see screens and flip charts properly or
r a big important meeting, you should
also arrive an hour early to check
everything is as you want it. Some
meetings are difficult enough without
having to deal with domestic or logistics
emergencies; and remember if anything
goes wrong it reflects on you - it's your
credibility, reputation and control that's at
stake. Positioning of seating and tables is
important, and for certain types of
meetings it's crucial. Ensure the layout is
appropriate for the occasion:
Formal presentations to large groups
better in a theatre-style or lecture
hall venue in order for the audience to be
in rows, preferably with tables, facing the
chairman and this would be an ideal
venue for a training event.
sized participative meetings -
shoe designed table layout with the
open part of the U facing the chairman's
table, or delegates' tables arranged
'cabaret' style. Small meetings for debate
board-room style would
work well with a one rectangular table
with chairman at one end. A relaxed
eeting for planning and creative
sessions would work better with a lounge
style venue, with easy chairs and coffee
Your own positioning at the meeting in
relation to the group is vitally important. If
you are confident and comfortable and
authority then you should sit
close to the others, and can even sit
among people. If you expect challenge or
need to control the group strongly set
yourself further away and clearly central,
table at the head of things. It
re that everyone can
see screens and flip charts properly or
6
the person who will be speaking and
actually sit in the chairs to check you'll be
surprised how poor the view is from
certain positions.
It would also be beneficial to set up of
projectors and screens which is vitally
important and strive for the perfect
rectangular image, as this gives a
professional, controlled impression as
soon as you start. Experiment with the
adjustment of projector and screen until
its how you want it. If you are using LCD
projector and overhead projector (a rare
beast these days) you may need two
screens. A plain white wall is often better
than a poor screen.
People from the western world read from
left to right, so if you want to present
anything in order using different media,
set it up so that people can follow it
naturally from left to right. For instance
show introductory bullet points (say on a
flip chart on the left - as the audience
sees it) and the detail for each point (say
on projector and screen on the right).
There may be meetings that use material
from other languages which is why you
should consider the arrangement of your
materials and resources in relation to
your attendees.
Position screens and flip chart in order
that they can be used comfortably without
obscuring the view. Ensure the
speaker/chairman's position is to the side
of the screen, not in front of it obscuring
the view. Ensure any extension leads and
wiring is taped to the floor or otherwise
safely covered and protected. Supply
additional flip chart easels and paper, or
write-on acetates and pens, for syndicate
work if applicable. You can also ask
people to bring laptops for exercises and
presentation to the group assuming you
have LCD projector is available and
compatible.
In venues that have not
built for modern presentations,
sometimes the lighting is problematical. If
there are strong fluorescent lights above
the screen that cannot be switched off
independently, it is sometimes possible
for them to be temporarily disconnected
(by removing the starter, which is a small
plastic cylinder plugged into the side of
the tube holder). In older buildings it
sometimes possible to temporarily
remove offending light
spoiling the visual display, but always
enlist the help of one
rather than resorting to DIY.
Finally, look after the venue's staff
need them on your side. Most business
users treat hotel and conference staff
disdainfully so show them some respect
and appreciation and they will be more
than helpful.
Meeting Timing &
Attendees
It is important to make a list of the crucial
attendees or delegates for your meeting
and check whether they will be able to
make it on the scheduled date and time
for your meeting. It would be wise to be
flexible on the timing to ensure that you
hold the meeting at a time when all the
key participants can make it. It is
important to ensure that the date you
choose causes minimum disruption for all
people to bring laptops for exercises and
presentation to the group assuming you
have LCD projector is available and
In venues that have not been purpose-
built for modern presentations,
sometimes the lighting is problematical. If
there are strong fluorescent lights above
the screen that cannot be switched off
independently, it is sometimes possible
for them to be temporarily disconnected
moving the starter, which is a small
plastic cylinder plugged into the side of
the tube holder). In older buildings it
sometimes possible to temporarily
remove offending light-bulbs if they are
spoiling the visual display, but always
of the venue's staff
rather than resorting to DIY.
Finally, look after the venue's staff - you
need them on your side. Most business
users treat hotel and conference staff
disdainfully so show them some respect
and appreciation and they will be more
Meeting Timing &
Attendees
It is important to make a list of the crucial
attendees or delegates for your meeting
and check whether they will be able to
make it on the scheduled date and time
for your meeting. It would be wise to be
flexible on the timing to ensure that you
meeting at a time when all the
key participants can make it. It is
important to ensure that the date you
choose causes minimum disruption for all
7
concerned so that you get off to a good
start for your meeting. It's increasingly
difficult to gather people for meetings,
particularly from different departments or
organisations. So take care when finding
the best date and pick a date which
would be most convenient for your key
speakers and participants. It can be a
very important part of the process,
particularly if senior people are involved.
For meetings that repeat on a regular
basis the easiest way to set dates is to
agree them in advance at the first
meeting when everyone can commit
there and then. Try to schedule a year's
worth of meetings if possible and you can
circulate and publish the dates which
would help to ensure people keep to
them and are able to make it as they are
prepared for the meeting in advance.
Pre-planning meeting dates is one of the
keys to achieving control and well-
organised meetings. Conversely, if you
were to leave the scheduling of a meeting
date and time to late it would be hard to
agree dates for meetings and will almost
certainly inconvenience people, which is
a major source of upset and
disappointment for creating productive
progression within a company.
Generally it would be beneficial to consult
and gather an agreement of best meeting
dates for everyone, but ultimately you will
often need to be firm. Use the 'inertia
method', i.e., suggest a date and invite
alternative suggestions, rather than
initially asking for suggestions, which
rarely achieves a quick agreement.
The times to start and finish a meeting or
training event depend on the type of
duration of the meeting and the
attendees' availability, but generally try to
start early, or finish at the end of the
working day. Two-hour meetings in the
middle of the day waste a lot of time in
travel. Breakfast meetings are a good
idea in certain cultures, but can be too
demanding in more relaxed
environments. If attendees have long
distances to travel you may need to
consider overnight accommodation and
the arrangement of accommodation for
them.
If the majority have to stay overnight it's
often worth getting the remainder to do
so as well because the team building
benefits from evening socialising are
considerable, and well worth the cost of a
hotel room. Overnight accommodation
the night before also allows for a much
earlier start. By the same token, consider
people's travelling times after the
meeting, and don't be unreasonable
again offer overnight accommodation if
warranted - it will allow a later finish, and
generally keep people happier.
As with other aspects of the meeting
arrangements, if in doubt always ask
people what they prefer which would help
to further spur productivi
meeting.
Meeting Agenda
The meeting agenda plays a crucial role
in the flow of your meeting and ultimately
helps you to conduct the meeting with
ease and ensure that all participants can
get involved and know what they are
duration of the meeting and the
attendees' availability, but generally try to
early, or finish at the end of the
hour meetings in the
middle of the day waste a lot of time in
travel. Breakfast meetings are a good
idea in certain cultures, but can be too
demanding in more relaxed
environments. If attendees have long
distances to travel you may need to
consider overnight accommodation and
the arrangement of accommodation for
If the majority have to stay overnight it's
often worth getting the remainder to do
so as well because the team building
ng socialising are
considerable, and well worth the cost of a
hotel room. Overnight accommodation
the night before also allows for a much
earlier start. By the same token, consider
people's travelling times after the
meeting, and don't be unreasonable -
ain offer overnight accommodation if
it will allow a later finish, and
generally keep people happier.
As with other aspects of the meeting
arrangements, if in doubt always ask
people what they prefer which would help
to further spur productivity in your
Meeting Agenda
The meeting agenda plays a crucial role
in the flow of your meeting and ultimately
helps you to conduct the meeting with
ease and ensure that all participants can
get involved and know what they are
8
talking about. It would be helpful to
include all the relevant information and
circulate it in advance of your meeting to
ensure that all
participants can
gather the
concept of
your
meeting
and
contribute
effectively to
the
discussion. If you are holding a training
event you may also find it beneficial to
circulate an agenda or plan of what will
be discussed. If you want to avoid having
the ubiquitous and time-wasting 'Any
Other Business' on your agenda,
circulate the agenda well in advance and
ask for additional items to be submitted
for consideration. Formal agendas for
board meetings and committees will
normally have an established fixed
format, which applies for every meeting.
This type of formal agenda normally
begins with:
• apologies for absence
• approval of previous meeting's
minutes (notes)
• matters arising (from last
meeting)
• and then the main agenda,
finishing with 'any other
business'.
For more common or informal style
meetings which could be about
departmental, sales teams, projects, ad-
hoc issues, etc), try to avoid the formality
and concentrate on practicality which
could help you drive your meeting
forward. For each item, explain the
purpose, and if a decision is required, say
so. If it's a creative item, say
so. If it's for information,
say so. Put timings,
or tim
both (having both is
helpful for you as the
chairman). If you have
guest speakers or
presenters for items,
name them. Plan
coffee breaks and a
lunch break if relevant, and ensure the
caterers are informed. Aside from these
formal breaks you should allow natural
'comfort' breaks every 45
people lose concentration and the
meeting becomes less productive.
Hosting the Meeting
If you are the key host of the meeting be
prepared and plan what you are going to
say in advance. The key
your meeting is keeping control and
keeping your calm. You can achieve a
confident demeanour by sticking to the
agenda, managing the relationships and
personalities, and concentrating on
outcomes. Meetings must have a
purpose. Every item mus
purpose. Remind yourself and the group
of the required outcomes and steer the
proceedings towards making progress,
not hot air.
Try to encourage and motivate those who
are nervous. Take notes as you go,
and concentrate on practicality which
could help you drive your meeting
forward. For each item, explain the
purpose, and if a decision is required, say
so. If it's a creative item, say
so. If it's for information,
say so. Put timings,
or time-per-item, or
both (having both is
helpful for you as the
chairman). If you have
guest speakers or
presenters for items,
name them. Plan
coffee breaks and a
lunch break if relevant, and ensure the
caterers are informed. Aside from these
should allow natural
'comfort' breaks every 45-60 minutes, or
people lose concentration and the
meeting becomes less productive.
Hosting the Meeting
If you are the key host of the meeting be
prepared and plan what you are going to
The key to success for
your meeting is keeping control and
keeping your calm. You can achieve a
confident demeanour by sticking to the
agenda, managing the relationships and
personalities, and concentrating on
outcomes. Meetings must have a
purpose. Every item must have a
purpose. Remind yourself and the group
of the required outcomes and steer the
proceedings towards making progress,
Try to encourage and motivate those who
are nervous. Take notes as you go,
9
recording the salient points and the
agreed actions, with names, measurable
outcomes and deadlines. Do not record
everything word-for-word, and if you find
yourself taking over the chairmanship of
a particularly stuffy group which produces
reams of notes and very little
else, then change
things. Concentrate
on achieving the
outcomes you set
the meeting when
you drew up the
agenda. Avoid
racing away with
decisions if your aim
was simply discussion
and involving people.
Avoid hours of discussion
if you simply need a
decision. Avoid debate if you
simply need to convey a
policy issue. Policy is policy
and that is that.
It would help to defer new issues to
another time. Practice and use the
phrase 'You may have a point, but it's not
for this meeting - we'll discuss it another
time.' (And then remember to do it.) If you
don't know the answer say that you'll get
back to everyone with the answer, or
append it to the meeting notes.
If someone persistently moans on about
a specific issue that is not on the agenda,
quickly translate it into a simple
exploratory or investigative project, and
bounce it back to them, with a deadline to
report back
their
findings and recommendations to you.
Use the rules on delegation to help you
manage people and tasks and outcomes
through meetings. Try to stick to the
agenda by putting the less important
issues at the top of the agenda, not the
bottom. If you put them on the bottom
you may never get to them because you'll
tend to spend all the time on the big
issues.
Ensure any urgent issues
are placed up the agenda
and any non
place down the agenda if
you are going to miss any
you can more easily afford
to miss these. Try to achieve
a varied mix through the
running order while you are
hosting.
Also be mindful of the lull that
generally affects people after lunch,
so try to avoid scheduling the most
boring item of the agenda at this
time; instead after lunch get people
participating and involved, whether
speaking, presenting, debating or doing
other active things and this would also be
beneficial in training events. En
know what the meeting's purpose is to
have a clear vision for running the
meeting smoothly. Decide the issues for
inclusion in the meeting and their relative
priority: importance and urgency as
are quite different and need treating in
different ways.
You can avoid the pressure for 'Any
Other Business' at the end of the meeting
if you circulate a draft agenda in advance
of the meeting, and ask for any other
items for consideration. 'Any Other
Business' can often create a free
session that wastes time, and gives rise
manage people and tasks and outcomes
through meetings. Try to stick to the
utting the less important
issues at the top of the agenda, not the
bottom. If you put them on the bottom
you may never get to them because you'll
tend to spend all the time on the big
Ensure any urgent issues
are placed up the agenda
and any non-urgent items
place down the agenda if
you are going to miss any
you can more easily afford
to miss these. Try to achieve
a varied mix through the
running order while you are
Also be mindful of the lull that
generally affects people after lunch,
ry to avoid scheduling the most
boring item of the agenda at this
time; instead after lunch get people
participating and involved, whether
speaking, presenting, debating or doing
other active things and this would also be
beneficial in training events. Ensure you
know what the meeting's purpose is to
have a clear vision for running the
meeting smoothly. Decide the issues for
inclusion in the meeting and their relative
priority: importance and urgency as they
are quite different and need treating in
You can avoid the pressure for 'Any
Other Business' at the end of the meeting
a draft agenda in advance
of the meeting, and ask for any other
items for consideration. 'Any Other
Business' can often create a free-for-all
that wastes time, and gives rise
10
to new tricky expectations, which if not
managed properly then closes the
meeting on a negative note and may
change the overall outcome of your
meeting.
Finally thank your attendees or
participants for their contribution and
participation in attending the meeting and
ensure that everyone is happy with the
overall running of the meeting and had a
chance to voice their opinions if
necessary.
Key Factors Affecting
How Best to Run
Meetings
Your choice of structure and style in
running an effective and successful
meeting is hugely dependent on several
factors which include the following which
are:
• The situation (circumstances,
mood, atmosphere, background,
environment)
• The organisational context of
the implications and needs of
the business or project or
organisation
• The team, or the meeting
delegates (the needs and
interests of those attending) • You and your position(your own
role, confidence, experience,
your personal
aims, etc)
• Your position and relationship
with the team
• The aims of the meeting.
Inevitably, there will always be more than
one aim or goals for a meeting or training
event and , almost all meetings bring with
them the need and opportunity to care for
and to develop people, as individuals or
as a team these goals need to be
reflected in the meeting. Planning is a
crucial factor in having a successful
meeting and without proper planning and
implementing of the structures that create
the perfect meeting you will be unable t
hold a professional meeting or training
event.
When you run a meeting you are making
demands on people's time and attention.
When you run meeting you have an
authority to do so, which you must use
wisely. This applies also if the people at
the meeting are not your direct reports,
and even if they are not a part of your
organisation. Whatever the apparent
reason for the meeting, you have a
responsibility to manage the meeting so
that it is a positive and helpful experience
for all who attend. Having this
alongside the specific meeting objectives
can help you develop an ability and
reputation for running effective meetings
that people are happy to attend.
Taking Account of the
Meeting and Minutes
Distribution
position and relationship
with the team
The aims of the meeting.
Inevitably, there will always be more than
one aim or goals for a meeting or training
event and , almost all meetings bring with
them the need and opportunity to care for
le, as individuals or
as a team these goals need to be
reflected in the meeting. Planning is a
crucial factor in having a successful
meeting and without proper planning and
implementing of the structures that create
the perfect meeting you will be unable to
hold a professional meeting or training
When you run a meeting you are making
demands on people's time and attention.
When you run meeting you have an
authority to do so, which you must use
wisely. This applies also if the people at
re not your direct reports,
and even if they are not a part of your
organisation. Whatever the apparent
reason for the meeting, you have a
responsibility to manage the meeting so
that it is a positive and helpful experience
for all who attend. Having this aim,
alongside the specific meeting objectives
can help you develop an ability and
reputation for running effective meetings
that people are happy to attend.
Taking Account of the
Meeting and Minutes
Distribution
11
It is important to consider the need for
meeting minutes or note taking so that
the important factors that were discussed
in the meeting can be taking into account
a record of it can be made. Training
events can also benefit from having a
summary of notes for the participants to
receive once the meeting has finished. It
is important to consider who will be taking
the meeting notes or minutes, and who
will keep command for the meeting. You
could appoint a member of your team to
record the minutes or you could hire a
recording device and have the meeting
recorded.
Meeting notes are essential for managing
meeting actions and outcomes and
working on goals to be achieved. They
also cement agreements and clarify
confusions.. A meeting without notes is
mostly pointless as you will not be able to
remember or take account of who said
what and it will be harder for you to
implement a way forward, therefore notes
are essential both in meetings and in
training events. Actions go unrecorded
and therefore forgotten. Attendees feel
that the meeting was largely pointless
because there's no published record.
After the meeting it would be beneficial to
circulate the minutes and copy to all
attendees, including date of next meeting
if applicable, and copy to anyone else
who should see the notes.
The notes
should be
brief or people won't read them, but they
must still be precise and clear. Include
relevant facts, figures, accountabilities,
actions and timescales. Any agreed
actions must be clearly described, with
person or persons named responsible,
with a deadline.
The final crucial element is following up
the agreed actions (your own included). If
you run a great meeting, issue great
notes, and then fail to ensure the actions
are completed, all is lost, not least your
credibility. You must follow up agreed
actions and hold people to them. If you
don't they will very soon learn that they
can ignore these agreements every time
negative conditioning
managing teams and results. By following
up agreed actions, at future meetings
particularly, (when there is an eager
audience waiting to see who's delivered
and who hasn't), you will positively
condition your people to respond and
perform, and you will make meetings
work for you and your team.
Final Note on achieving
success for your
Meeting/Training
As discussed in this e
are many factors that need to be taken
into consideration when creating the
perfect meeting or training event.
Although planning a meeting would seem
an easy task at hindsight, it becomes
inevitable that planning a successful
meeting or training event is more difficult
then it would first appear to be. However,
with the tips outlined in this guide and the
sound advice you can be one step closer
person or persons named responsible,
The final crucial element is following up
the agreed actions (your own included). If
you run a great meeting, issue great
notes, and then fail to ensure the actions
are completed, all is lost, not least your
credibility. You must follow up agreed
nd hold people to them. If you
don't they will very soon learn that they
can ignore these agreements every time -
negative conditioning - it's the death of
managing teams and results. By following
up agreed actions, at future meetings
here is an eager
audience waiting to see who's delivered
and who hasn't), you will positively
condition your people to respond and
perform, and you will make meetings
work for you and your team.
Final Note on achieving
success for your
Meeting/Training Event
As discussed in this e-book guide there
are many factors that need to be taken
into consideration when creating the
perfect meeting or training event.
Although planning a meeting would seem
an easy task at hindsight, it becomes
ning a successful
meeting or training event is more difficult
then it would first appear to be. However,
with the tips outlined in this guide and the
sound advice you can be one step closer
12
to organising a successful meeting or
training event with enthusiasm. Meetings
and training events can enhance the
growth of your business and further
create opportunities for improvement and
change within your company that can
further spur success. There are many
things that need to be considered when
hosting the perfect meeting and one of
the most important aspects of creating
the perfect meeting is to plan the meeting
effectively. Every detail and expenditure
should be noted down in order to get an
idea of your overall budget and work
accordingly to book the right venue for
your meeting. The venue of your meeting
also plays a crucial role in creating the
right mood and environment for your
attendees and sets the mood for serious
business or motivating training event.
Attendees are more likely to contribute
and participate to a meeting if they are in
a comfortable environment and therefore
it is important to take care of your
attendees needs and ensure that their
requirements are catered for. It is also
important to take a note of the following
by finding the right meeting room for your
purpose and consider whether the
boardroom, roundtable, or classroom
style layout would be best for your
meeting or training event. It would be
beneficial to pre-book your technology for
your meeting or traning event and ensure
that you have the resources such as
screens, projectors, video-conferencing
(and someone to help you work it, if
required!)
Remember to try to brief attendees in
advance and make sure everyone knows
the agenda and purpose of the meeting
with the desired outcomes which will help
spur discussion and room for
improvement. On the day of your meeting
it would be better to arrive early to set
and remind yourself of the details of the
meeting. In addition you should try to
chair the meeting firmly ensuring that you
plan out the time allowance for each
agenda point and aim to start and finish
on time if you can achieve the correct
timing. Try to ensure clear and detailed
notes are taken either by you or delegate
the job to someone else at the meeting
so that you can prese
notes either at the next meeting or send
them to your attendees. If you are holding
a training event it would be a good idea
to create a summary of what you have
covered in paper form and send it to all
the participants of the event. This wo
leave room for any feedback if one
wanted to get in touch regarding what
they have learnt or make any
suggestions to be discussed at a later
date. Lastly it would be beneficial to
wrap up the meeting or training event by
reiterating agreed actions, re
and next steps which you and the
participants have agreed on which can
further help to enhance and nourish your
goals for the company. The final point
that you have to ensure is to follow
the meeting promptly with the contact
report and next meeting dates and lastly
have a wonderful and successful
meeting.
Author: Tasnim Nazeer
spur discussion and room for
improvement. On the day of your meeting
it would be better to arrive early to set-up
and remind yourself of the details of the
meeting. In addition you should try to
chair the meeting firmly ensuring that you
out the time allowance for each
agenda point and aim to start and finish
on time if you can achieve the correct
timing. Try to ensure clear and detailed
notes are taken either by you or delegate
the job to someone else at the meeting
so that you can present the meeting
notes either at the next meeting or send
them to your attendees. If you are holding
a training event it would be a good idea
to create a summary of what you have
covered in paper form and send it to all
the participants of the event. This would
leave room for any feedback if one
wanted to get in touch regarding what
they have learnt or make any
suggestions to be discussed at a later
date. Lastly it would be beneficial to
wrap up the meeting or training event by
reiterating agreed actions, responsibilities
and next steps which you and the
participants have agreed on which can
further help to enhance and nourish your
goals for the company. The final point
that you have to ensure is to follow-up
the meeting promptly with the contact
next meeting dates and lastly
have a wonderful and successful
Tasnim Nazeer
13
For Perfect Meeting Space Call Hyde
Park Executive
0207 723 9996
www.hydeparkexecutive.com