How to Ensure You Hold an Effective Meeting

Make your meetings much more effective by managing them well through using the correct tools and by good planning.

Meetings are expensive, make them effective through good planning

Research shows that 15% of an organisations collective time is spent in meetings – a percentage that has increased every year since 2008

Harvard Business Review May 2014 

On overage office workers spend 3 hours a day in meetings

GoTo Meeting 2014

You need a business case to spend a few pennies, yet management does not question an expensive meeting!

Failing to plan is planning to fail. If you do not have the time to plan and prepare for a meeting (and allow attendees the same), you should probably not be wasting everyone’s time having a meeting…

Minutz Meeting Management System

Meetings need a purpose – State the purpose of the meeting (often you will find that by articulating your purpose means you realize you do not need to hold an expensive meeting). Create a short terms of reference, something you can explain at the start of the meeting to ensure everyone in the room understand clearly why they are there.

How many meetings (especially when you first join a company) have you sat through wondering what everyone is talking about and why you are there? A simple terms of reference would have resolved this issue.

Communicate the meeting details such as time, location, dial in details if relevant, duration clearly to all attendees.

And if relevant and possible, communicate the date of the next meeting.


Consider your attendees very carefully. Why are they being invited? Are they adding value to the meeting or are they adding costs by attending to the company?

Ensure the attendees are clear on why they are being invited. Also ensure they are clear on their role at the meeting. Do they have a role to play or are they only attending to observe or take note?

IF they own an agenda item, consider allowing them to attend only their section if possible.


Build an effective agenda, with times and owners for each agenda item. And stick to the agenda! Although you do not need to state it, each agenda item should have a purpose and terms of reference in line with the overall meeting purpose and terms of reference. You might find yourself removing agenda items once you start considering their purpose.

Minutz Meeting Management System

Unless you are very sure that everyone in the room / on the line knows one another AND understands what role each one is playing in the meeting, spend 5 minutes introducing all the parties. 

Purpose & Agenda  

State the purpose of the meeting and review the agenda with attendees to ensure everyone is clear why they are at the meeting and what the expected outcomes are.

During the meeting it is important to stick to your agenda and your allocated time. This makes for effective minute taking as well.

Action Items

Outstanding Actions

Have a clear process for managing outstanding actions. The first item on the agenda should be the review of outstanding actions.

Completed actions should not be reviewed during the meeting; they should be visible to management who can review prior to the meeting.

New actions & decisions

Is it really an action or just a note / comment? Too often actions are either repetitive or when analyzed, really mean nothing at all.

Confirm with your minute taker when you have an action point, confirm who is responsible and confirm when this is due. Don’t just ramble on expecting the minute taker to guess or to wade through copious notes after the meeting.

In general minute takers (unless there is a legal reason) should really only be taking down actions and decisions.

Minutz Meeting Management System
Minutz Meeting Management System

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