Effective Meeting Strategies: From Planning to Follow-Up

By Jacob Lindqvist

Sep 22 — 2024

The Secret to Supercharged Meetings: Who’s In?

Ever wondered why some meetings feel like a drag while others are a blast of productivity? It all starts with asking, “Who really needs to be here?” Keep your attendee list tight, inviting only those who can drive the meeting’s purpose forward. Too many voices can muddle the discussion, but too few might leave out crucial insights. For a project planning session, for instance, bring in the project manager, department heads, and key team members with the right expertise. This way, your meeting stays sharp and on point.

Tech to the Rescue: Simplify Scheduling and Stay on Track

Why sweat over scheduling when technology can do the heavy lifting? Tools like Doodle, Calendly, and Clockwise make finding the perfect time a breeze. Doodle lets everyone vote on their preferred slots, while Clockwise scans your team’s calendars to suggest the best times, considering factors like Focus Time. Once your meeting is set, send out invites that are crystal clear: include the purpose, date, time, and a brief agenda. Don’t forget to attach any prep materials and note the tech tools you’ll be using, like Zoom or Teams.

Follow Through Like a Pro: Action Items and Accountability

The magic doesn’t stop when the meeting ends. Follow up with a summary email that highlights key decisions, action items, and deadlines. This keeps everyone accountable and ensures the momentum continues. By documenting these details, you create a roadmap for success and turn discussions into tangible results. Ready to transform your meetings from time-wasters into powerhouses of productivity? Let’s get started together!

At Send it to Liam, we’re all about helping you focus on what truly matters. Leave the admin tasks to us, and watch your business soar. Who’s in?

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