Meetings: The Purpose, The Pain, The Possibility

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As business folk, we hold meetings regularly. Yet often we don’t accomplish what we set out to achieve. Why?

The Purpose

Meetings are held to accomplish a specific, beneficial outcome requiring the attendance of the right people with the right agenda.

The Problem/Pain

Often we end up with miscommunication, wasted time, incomplete outcomes, misunderstanding, lack of ownership and ongoing personnel issues – sometimes an indication of internal power and faulty communications issues.

The Possibility

With greater success we can: stimulate thinking; achieve team building, innovation, and clear communication; and efficiently complete target issues. Here are some problem areas and solutions:

People. When outcomes aren’t being met effectively it’s a people- and management problem including: fall-out, sabotage, and resistance; long execution times; exclusion of peripheral people; restricted creativity and communication; exacerbated power and status issues. Are the most appropriate people (users, decision makers, influencers) invited? All who have good data or necessary questions?

  • Rule: unless all – all – relevant people show up for the meeting, cancel it. It’s impossible to catch people up or have them collaborate, add creative thoughts, or discuss annoyances. Once it’s known that meetings aren’t held unless all are present, the frequency, responsibility, and motives shift.
  • Rule: unless all – all – of the people who will touch the outcome from the meeting’s goals are in some way represented, the outcome will not reflect the needs of all causing fallout later, with resistance, sabotage or a diminished outcome.

Agenda. No hidden agendas! Recipients of potential outcomes must be allowed to add agenda items prior to the meeting.

  • Rule: unless all – all – of the items of ultimate concern are on the agenda, the meeting will be restricted to meet the needs of a few with unknown consequence (resistance and sabotage).

Action. Too often, action items don’t get completed effectively. How do action items get assigned or followed up? What happens if stuff’s not done when agreed? How can additional meetings be avoided?

  • Rule: put a specific, consensual, and supervised method in place to ensure action items get accomplished as promised.
  • Rule: as meeting begins, get consensus on what must be accomplished for a successful outcome. This initial discussion may change agenda items or prioritize them, detect problems, assumptions, resistance before action items are assigned.

Discussion. How long do people speak? How do conversations progress? How do the proceedings get recorded? What is the format for discussions? How is bias avoided?

  • Rule: record (audio) each meeting so everyone who attends can have it available later. Folks who didn’t attend are not privy to this audio. (See People above).
  • Rule: design a time limit for speaking, and rules for topics, presentations, discussions, cross talk.
  • Rule: include periods of silence for thought, notes, reflection.

Understanding. Does everyone take away the same interpretation of what happened? How do you know when there have been miscommunications or misunderstandings?

  • Rule: unless everyone has the same perception of what happened for each topic, there is a tendency for biased interpretation that will influence a successful outcome.
  • Rule: one person (on rotation) should take notes, and repeat the understanding of what was said to get agreement for each item before the next item is tackled. This is vital, as people listen with biased filters and make flawed assumptions of what’s been said/agreed.

Transparency. Agendas should be placed online, to be read, signed-off, and added to.

  • Rule: whomever is coming to the meeting must know the full agenda.
  • Rule: everyone responsible for an action item must be listed with time lines, names of those assisting, and outcomes.

Accomplishments. Are items accomplished in a suitable time frame? What happens when they aren’t?

  • Rule: for each action item, participants must sign off on an agreeable execution. A list of the tasks, time frames, and people responsible must accompany each item, and each completed task must be checked off online so progress is accountable.
  • Rule: a senior manager must be responsible for each agenda item. If items are not completed in a timely way, the manager must write a note on the online communication explaining the problem, the resolution, and new time frame.

Meetings can be an important activity for collaboration and creativity if they are managed properly and taken as a serious utilization of time and output. Ask yourself: Do you want to meet? Or get work accomplished collaboratively?

About the Author

Sharon Drew Morgen is founder of Morgen Facilitations, Inc. (www.newsalesparadigm.com). She is the visionary behind Buying Facilitation®, the decision facilitation model that enables people to change with integrity. A pioneer who has spoken about, written about, and taught the skills to help buyers buy, she is the author of the acclaimed New York Times Business Bestseller Selling with Integrity and Dirty Little Secrets: Why buyers can’t buy and sellers can’t sell and what you can do about it.

To contact Sharon Drew at [email protected] or go to www.didihearyou.com to choose your favorite digital site to download your free book.

The Big Picture of Business- Anniversaries Honor the Past and Build Support for the Future

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Anniversaries are important milestones. Organizations reflect on their heritage and accomplishments. In doing so, they build and widen stakeholder bases, enabling organizations to grow for the future.

I’ve recommended anniversary celebrations to client companies before. In each case, the results were phenomenal, because they took the effort to mount anniversary celebrations. In 1978, I was advising Uniroyal Tire Company. They wanted to sponsor a 40th anniversary for Little League Baseball. My research revealed that their company had in fact founded LLB, which younger generations of management did not know.

In 1998, I advised the Disney corporation and reminded them that Walt Disney’s 100th birthday in 2001 would offer great marketing and positioning opportunities. In 2007, I was advising the credit union industry of America, reminding them that their upcoming 100th anniversary in 2009 would provide outreach opportunities for chapter members around the country. This was news to them, and they jumped on it with relish. I’m the person who planted the ideas and strategy. Great organizations work tirelessly to celebrate and involve their customers.

When one reflects at changes, he-she sees directions for the future. Change is innovative. Customs come and go…some should pass and others might well have stayed with us. The past is an excellent barometer for the future. One can always learn from the past, dust it off and reapply it. Living in the past is not good, nor is living in the present without wisdom of the past.

Here are some recent celebrations that drew acclaim and participation: Rice University, 100th in 2012. Star Furniture, 100th in 2012. Houston Symphony Orchestra, 100th in 2013. Civil Rights Act, 50th. Beatles coming to America, 50th. The Port of Houston, 100th in 2014. “The Star Spangled Banner” by Francis Scott Key, 200th in 2014.

These anniversaries should be celebrated in 2015: The Galleria, 45th. The Astrodome, 50th. University of Texas System, 50th. Houston Ballet, 60th. Houston Grand Opera, 60th. Texas Medical Center, 70th. “Alice in Wonderland” by Lewis Carroll, 150th.

These anniversaries should be celebrated in 2016: Houston Community College, 45th. Star Trek, 50th. M.D. Anderson Cancer Center, 75th. Houston Livestock Show and Rode, 85th. Gulf Oil, 100th. The Houston Chronicle, 115th. University of Texas Medical Branch, 125th. Scholz Garden in Austin (Texas’ oldest bar), 150th. Sir Isaac Newton discovering gravity, 350th.

These anniversaries should be celebrated in 2017: NASA’s move to Houston, 55th. launching of the world’s first satellite, Sputnik, 60th. The Alley Theatre, 70th. Texas Southern University, 70th. The Gulf Freeway (Texas’ first), 70th. The University of Houston, 90th. Exxon (Humble Oil & Refining Company), 100th. Phillips Petroleum, 100th.

These anniversaries should be celebrated in 2018: Metropolitan Transit Authority, 40th. Houston Public Television, 65th. Baylor College of Medicine moved to Houston, 75th. The Heights annexed by City of Houston, 100th. End of World War I, 100th. “Frankenstein” by Mary Shelley, 200th.

These anniversaries should be celebrated in 2019: Houston Intercontinental Airport, 50th. NASA lunar landing, 50th. Suez Canal, 150th.

There are seven kinds of anniversary reunions:

  1. Pleasurable. Seeing an old friend who has done well, moved in a new direction and is genuinely happy to see you too. These include chance meetings, reasons to reconnect and a concerted effort by one party to stay in the loop.
  2. Painful. Talking to someone who has not moved forward. It’s like the conversation you had with them 15 years ago simply resumed. They talk only about past matters and don’t want to hear what you’re doing now. These include people with whom you once worked, old romances, former neighbors and networkers who keep turning up like bad pennies and colleagues from another day and time.
  3. Mandated. Meetings, receptions, etc. Sometimes, they’re pleasurable, such as retirement parties, open houses, community service functions. Other times, they’re painful, such as funerals or attending a bankruptcy creditors’ meeting.
  4. Instructional. See what has progressed and who have changed. Hear the success stories. High school reunions fit into this category, their value depending upon the mindset you take with you to the occasion.
  5. Reflect Upon the Past. Reconnecting with old friends, former colleagues and citizens for whom you have great respect. This is an excellent way to share each other’s progress and give understanding for courses of choice.
  6. Benchmarking. Good opportunities to compare successes, case studies, methodologies, learning curves and insights. When “the best” connects with “the best,” this is highly energizing.
  7. Goal Inspiring. The synergy of your present and theirs inspires the future. Good thinkers are rare. Stay in contact with those whom you know, admire and respect. It will benefit all involved.

7 Levels of Learning from the Past:

  1. Re-reading, reviewing and finding new nuggets in old files.
  2. Applying pop culture to today.
  3. Review case studies and their patterns for repeating themselves.
  4. Discern the differences between trends and fads.
  5. Learn from successes and three times more from failures.
  6. Transition your focus from information to knowledge.
  7. Apply thinking processes to be truly innovative.

When we see how far we have come, it gives further direction for the future. Ideas make the future happen. Technology is but one tool of the trade. Futurism is about people, ideas and societal evolution, not fads and gimmicks. The marketplace tells us what they want, if we listen carefully. We also have an obligation to give them what they need.

Apply history to yourself. The past repeats itself. History is not something boring that you once studied in school. It tracks both vision and blind spots for human beings. History can be a wise mentor and help you to avoid making critical mistakes.

About the Author

Hank MoorePower Stars to Light the Business Flame, by Hank Moore, encompasses a full-scope business perspective, invaluable for the corporate and small business markets. It is a compendium book, containing quotes and extrapolations into business culture, arranged in 76 business categories.

Hank’s latest book functions as a ‘PDR of business,’ a view of Big Picture strategies, methodologies and recommendations. This is a creative way of re-treading old knowledge to enable executives to master change rather than feel as they’re victims of it.

Power Stars to Light the Business Flame is now out in all three e-book formats: iTunes, Kindle, and Nook.

Improve Marketing Emails to Boost Sales

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Everyone has experienced the sensation of being overwhelmed by seemingly useless emails filled with coupons, special offers, information about new product launches and other messages you do not have time to read. Business users sent and received on average 121 emails a day in 2014, and this is expected to grow to 140 emails a day by 2018. While it can be annoying to receive messages from every company you ever purchased something from or expressed interest in, email is a necessary part of business and making sales in the digital age.

If you as a business owner or employee of a company are annoyed by the number of messages you receive from businesses you have interacted with in the past, you have to assume that your current or potential customers may feel the same way about emails you are sending them.

Instead of sending the same tired sales and marketing emails you typically blast to customers, take this week and the following tips to put a new spin on your digital customer communications.

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About the Author

John McGeeJohn McGee, President OptifiNow

As the President of OptifiNow, John leads the company’s vision, strategy and growth. John founded OptifiNow to solve a common problem of enterprise customers – the shared struggle of managing national and global sales teams with brand and legal compliant messaging. OptifiNow was built from the ground up by simplifying the complex needs of customers. The result is a software platform that delivers a complete suite of customer engagement solutions for its clients.

John has a BS in Engineering and Computer Science from Loyola Marymount University, and is a proud California native. He lives in Los Angeles with his wife, and their 3 children.

The Advisor’s Corner – Can Ethics Be Learned?

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Can Ethics Be Learned?Question:

Can you teach ethics, or are we ‘hard wired’ and born with or without ethics?

StrategyDriven Response: (by Roxi Hewertson, StrategyDriven Principal Contributor)

YES you can teach the principles and importance of ethics. YES, you can model the ethics you expect within your culture. And… NO, you cannot be sure someone will behave and act in ethical ways just because you’ve taught or modeled ethics for them.

NO, we are not born with a particular set of ethics of what is right and what is wrong in every context.

And here’s why…

Whatever society you live within, its culture, your family, your peers, and the reward and punishment experiences you receive from all of them, shape your ethics. For example, consider China’s one baby ‘recommendation’ versus the Catholic Church’s no birth control edict. Each entity, made up of people, operating within their own culture, thinks they are doing the ‘right’ thing for the ‘right’ reasons. Therefore, what’s ethical in China is not ethical in Rome and vice versa.

We are so quick to pass judgment on other cultures’ ethics and ways of living and being that we might even convince ourselves that ‘those people’ whomever they are, are dead wrong, period. The reality is, their ethics are wrong based on your ethics. It’s just not as simple as we’d prefer it to be. This makes judgment about what is right and wrong a very personal issue and that means we aren’t born with ethics; we learn ethics.

Our personal values are formed in early family life and evolve as we get older. We might challenge our parents’ or cultural values or keep them. We may have an experience that shapes us and alters what matters most. Different stages of life may affect what we will ‘fall on our swords’ for.

And those values, whatever they are, drive our behaviors, even unconsciously at times.

For example: if integrity is high on my values list, I will pay far more attention to ethics than if my highest value is wealth. It’s that simple. And… If integrity and wealth are both on my top 5, then I will behave very differently in my business dealings than if they are not together in the top 5.

One more example:

Think about the ‘mafia.’ There are entirely different sets of ethical standards and ‘rules’ driven by different values and relationships. For ‘family’ life is precious. For strangers, life is indifferent. For enemies, life is worthless.

I believe we all know right from wrong within our own system and culture unless we have a very real mental health disorder that distorts reality. It is also clear that what is right for one culture, family, or society can be totally wrong for another. So if we are going to talk about ‘ethics’ we need to consider ethics within a cultural context and determine how much flexibility the culture we live within is going to permit before we deem something unethical.

In our workplaces, what is not acceptable behavior needs to be very explicit to everyone for all of the reasons we’ve just considered. If you want a workplace where your values and principles are honored and matter, then you must be crystal clear about what that means in decision-making, communications, and for managing relationships with people both inside and outside the organization.

About the Author

Roxi HewertsonLeadership authority Roxana (Roxi) Hewertson is a no-nonsense business veteran revered for her nuts-and-bolts, tell-it-like-it-is approach and practical, out-of-the-box insights that help both emerging and expert managers, executives and owners boost quantifiable job performance in various mission critical facets of business. Through AskRoxi.com, Roxi — “the Dear Abby of Leadership” — imparts invaluable free advice to managers and leaders at all levels, from the bullpen to the boardroom, to help them solve problems, become more effective and realize a higher measure of business and career success.

The StrategyDriven website was created to provide members of our community with insights to the actions that help create the shared vision, focus, and commitment needed to improve organizational alignment and accountability for the achievement of superior results. We look forward to answering your strategic planning and tactical business execution questions. Please email your questions to [email protected].

7 Ways to Build Muscle and Teamwork in the Office

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We often spend more than a third of each day at the office. That’s a lot of time to often be sitting at a desk or in front of a computer. It’s to our advantage to make those hours more active not only for our health, but for our professional life, too. Even simple activities like walking help to get blood and creative juices flowing. If your office has a gym, definitely use it. Get some colleagues together for a workout or walking group and make it your own recurring ‘meeting.’

Here are 7 more ways you can get active and build office camaraderie while you’re at it:

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About the Author

Shana Schneider is a fitness expert and founder of FITWEEK™, a fitness company that helps women turn every week into a FITWEEK™. As a “FitStylist” with a busy schedule herself,Shana helps women incorporate individual fitness into their everyday lifestyle by providing unique insights, tips, advice and how-to videos through her FITWEEK™ website.