Anyone Know Why We’re Meeting?

Cheating the Meeting Reaper: Avoiding Death by Meeting III

Congratulations! You’ve limited your meeting attendees to those who need to be there.

Now, how are you going to keep from wasting their time?

Your valuable volunteers are smart. They can come up with great ideas and engage in really substantive conversations that result in good policy. That only works though, if they’ve been given time to think about the subject. If your attendees have advance time to think about the subject, they come up with more in-depth questions and analyses that will help you come up with a better decision.

So, the best way is to prep for the meeting by:

  1. Limiting the meeting focus to no more than 1-3 topics
  2. Making sure that everyone has all the materials they’ll need in advance.
  3. Creating a timed agenda

Declare in advance the purpose of the meeting and the subjects that will be dealt with. Your volunteers should know that if the topic is not on the agenda, it will not be entertained. Harsh? Not as harsh as seeing 15 people around a table spending time on subjects they’re unprepared for, and which are really not their purview.

Similarly, if you want to have a focused meeting, attendees should be given the courtesy of having their materials in advance. No more sending out last month’s minutes the same day as this month’s meeting. No more handing out financial statements at the start of the finance committee’s report. No more handing out background on new policies at the moment the discussion begins. There’s no reason for meeting time to be spent on clarifications; with advance notice, all the initial questions for clarification can be asked of the committee chair before the meeting.

Be fair to your volunteers — and fair to your organization. Your smart, enthusiastic volunteers deserve to be given the tools to do what needs to be done. Hampering their efforts only hinders your organization.

Finally, once you know that all the materials will be in the hands of attendees in advance, you can create an agenda that shepherds the meeting towards focused discussion. That’s the timed agenda. [See Sample Meeting Agenda.]

Think about your own time management. Consider the effect of having an appointment you have to get to. When you’re at your desk, knowing that you have an appointment coming up focuses your mind and helps you avoid distractions. The same thing happens when you have a timed agenda.

If committee reports should only take 10 minutes, these reports will be brief and on topic. Details are in the written, advance reports. There is more compliance when the Board President says, “We have a lot to cover, let’s send that topic back to committee.”  Do emergent situations happen? Of course. But they should be the exception, not the rule. The timed agenda makes sure that the 90 minute meeting spends 60 minutes on important, policy-making decisions, instead of having those decisions left for the last 15 minutes.

The result?  Your attendees know what to expect when they come to the meeting. They know they’ll be able to engage in substantive discussions about important topics.

Most importantly, you end up with satisfied, productive volunteers, eager to tackle the big challenges.

Next: Keeping the Meeting on Track

My colleague, Susan Sherk, and I are presenting more detail on meeting management at the International Association of Fundraising Professionals meeting in Baltimore, on April 11, 2010. Join us!


Why Am I Here?

Cheating the Meeting Reaper: Avoiding Death by Meeting II

Meeting attendees sit around a table, still doodling on their pads. They’re wondering why they were invited. Is there a diplomatic way to depart? You’ve already planned this as an important meeting, so there must be some other problem. One strong possibility is that you didn’t think about the invitation list.

Once you’ve decided that you need a meeting, the next step is to consider who should be there. This is just as important as the agenda. Having the right people at your meeting makes it much more productive, your staff is happier, and your volunteers are more enthusiastic.

Time is your most valuable asset. In any service business, and especially nonprofits, payroll is your most costly expense. Every hour a person spends in a meeting is an hour that is not being spent elsewhere. If you ask staff to step away from their work and come to a meeting, it should be worthwhile. Otherwise, you are wasting your agency’s resources.

Volunteers are also agency resources. Consider your Board of Directors. Of course, the entire Board should be at full board meetings. But committee meetings and ad hoc meetings are a different story. Inviting an important board member to a meeting to which he has little to contribute is a sure way to diminish his enthusiasm. Caring about the mission may not change, but if he sits there wondering if it is worth his time, he may think twice about coming to the next meeting.

Make sure that every person invited to a meeting is invited for a reason, and you know what that reason is.

Decisionmaker – someone who has to be fully informed to make a good decision on behalf of your agency
Opinionmaker – someone who has insight and opinions that will be beneficial to the decisionmakers
Information provider – someone who has factual information or experience that will be beneficial to the decisionmakers

I’ve been in organizations where everyone was invited to every meeting. Needless to say, after a while, they started coming late or leaving early….if they came at all. It’s like crying “WOLF!” Sooner or later the villagers stop coming to the aid of the little shepherd, and even the people who should be at your meetings will not be there. You’ve lost your willing workers.

Who should be at a meeting? People who will have to make a decision based on the discussion, and people who have information to contribute to the discussion. That’s it. Don’t leave out someone with extensive front line experience just because he’s a lowly staff member. Conversely, don’t invite someone just because she believes she should be there. There may be extenuating circumstances, but carefully consider the pros and cons.

True, an important board member may be offended not to be invited to a committee meeting; yet that same board member may stifle discussion, have the reputation of not being discrete, or have a hard time thinking beyond personal self-interest. Not inviting him may create ill will, even if the discussion is more robust. Similarly, inviting a really great person but whose input is minimal is also wasteful. Inviting a valuable board member to a meeting where she will have minimal input risks losing her enthusiasm.

In these cases, finesse the situation. Plan the meeting with the people you need, and if these upper echelon individuals might be offended to not be included, take them into your confidence. Let them know that you are having this meeting, but didn’t want to waste their time since there are other things that only they can do. They may still want to come, but at least they are the ones who made that decision.

Good luck! As a leader, you have to husband the resources of the organizations, and use them wisely. When it comes to attendees at a meeting, the most important thing to remember is that extraneous people is wasteful of time and talent.

In the words of Robert Burns, “The best laid plans of mice and men go aft agley”  Since  plans can and do go awry, you still have a few more tools available. Timed agendas and meeting management techniques will help corral overbearing speakers and keep the meeting moving. More on these in subsequent posts.

Note – My colleague, Susan Sherk, and I will be presenting Cheating the Meeting Reaper at the 47th annual international conference of the Association of Fundraising Professionals, April 2010. Join us!

Is This Meeting Really Necessary?

Cheating the Meeting Reaper: Avoiding Death by Meeting I

It’s a universal experience: sitting in a meeting, wondering when it will end, and too polite to just leave. Of course, that’s just putting it mildly. For most of us, there comes a time when we are mentally screaming, “Get me out of here!”

If we’ve all had this experience, why are there still meetings like that? I contend it’s because nobody has taught the leaders how to run a meeting, and participants how to participate.  It’s not their fault if they’ve never been given the right tools! So herewith I start a quick overview of meeting management. Feel free to add your own thoughts. Subsequent posts will include input from several sources, including my own experience on both sides of the gavel.

So let’s cover:

  • Do you need a meeting?
  • Who should be at the meeting?
  • Building and timing an agenda.
  • Prepping the participants.
  • Managing the meeting.
  • After the Meeting.

First of all, do you really need a meeting? That’s right, meeting management implies that you’re having a meeting. So the very first question should be, ‘is this meeting necessary?’ Every meeting should have some purpose that will move your organization forward in some way. Make sure you are clear on the purpose of the meeting, and make sure that every participant knows that purpose. Otherwise, why take your staff away from other work?

There are 3 main reasons for calling a meeting:

  • Inform
  • Discuss
  • Decide

Inform: Many people say meetings should not be held just to keep people informed. I disagree. If important information has to be internalized, emails are just not enough. Paradoxically, this is particularly true in an information rich environment. When everyone receives 60+ emails a day ‘just FYI,’ something has to be done to make truly important information stand out. If there is information that you need everyone to hear and understand, a quick meeting is a good way to convey its importance.

Discuss: If you have an issue that needs the input and reactions of several people, it’s most efficient to get everyone together. Distribute the data and concerns via email, then follow it up with a working meeting. We each have our own best ways of taking in information and processing an issue.  Straight email correspondence just doesn’t convey the nuances of people’s reactions. We’ll cover how to follow up this meeting at a later time, but right now, let’s just say that this is a good reason to have a meeting.

Decide: If several people have to buy-in to a decision, then it’s important that they have the opportunity to participate in the process. This is a good time for a meeting. Decisionmaking meetings should follow information and/or discussion meetings, and may sometimes be conducted in the same session. However, it’s important there be enough time for everyone to digest the information before being asked to make a decision.

Add up the hourly rate of everyone at a meeting, and consider what you’ve spent by bringing them together.  Now consider how much you’ve lost if it wasn’t necessary. If you don’t have a concrete reason that is important to the organization, don’t meet!

Note – My colleague, Susan Sherk, and I will be presenting Cheating the Meeting Reaper at the 47th annual international conference of the Association of Fundraising Professionals, April 2010. Join us!

Maybe you SHOULD fear social media!

Social media is all the rage among people who advise corporations and nonprofits on how to reach their audiences. You have to be on top of it! It’s a whole new world! It’s not like the old media; you have to be transparent! Well, maybe not.

As someone who has been involved with nonprofit organizations in many guises and worked for and consulted to for-profit companies, I can tell you that something which is ‘all the rage‘ isn’t necessarily what you want to be doing immediately. Back in the day, Sears made its impact not by being the first to sell something, but by being the one that capitalized on what others were selling. Obama’s campaign didn’t invent tight messaging and using media, it just did it much better. Even Google didn’t invent searching, they just advanced it to the point that it was really useful.

So being cautious does have its place. I said cautious, of course, not head-in-the-sand. Sears and Google knew what was happening, and they watched, learned, and improved. The same with learning the best ways to use social media.

An earlier post here offered 7 tips for employees who Tweet, Facebook, or otherwise use social networking media. It was called “Don’t Be Stupid.” Now I recommend an excellent set of posts by Tom Cuniff, on the ICPG blog, for organizations contemplating entering this world.

Tom Cuniff is focused on the for-profit world — it’s a blog about consumer packaged goods, after all — but his words of wisdom are very well written, and really nail the fears of companies and organizations in embarking on social media. This post is titled “What if your CEO is right to be afraid of social media?” It’s pro-social media, but acknowledges the risks.

Just my style – a pragmatic look at ways to make our work in the nonprofit world better.

Presume Good Will

The nonprofit world is filled with people who have the best interests of their organizations at heart. Then why is it, when these board members, volunteers and staff professionals disagree, it is sometimes hard to maintain a cordial discourse?

Newspaper headlines focus on the negative, but I believe in the presumption of good will. I believe that most people really do want what is best for the organization. Let’s take, for example, a house of worship.

The people on the board of trustees, or vestry, or similar body, are volunteering their time to make this house of worship a healthy, vibrant place for all people who wish to participate. But sometimes, when there is a disagreement on the board, personalities are brought into the discussion and arguments become heated. Nastiness occasionally ensues. Trustees storm out. Rumors are spread. Email diatribes fly.

Yet each party to the disagreement probably began by arguing from a position of love of the organization; each wants the church, mosque, or synagogue to be the best it can be. How much more cordial the discussion would be if each party stepped back and acknowledged that they all want the organization to succeed. The disagreement is about how best to improve the organization, not about one party or the other wanting to see it fold. If we see that we each want what is best for the organization, perhaps we can be more tolerant of those who disagree with us.

Many people go through life with the attitude that it’s better to be nasty first, before someone else is nasty to you; an attitude that each new person must earn their respect. On the other hand, my mother, of blessed memory, always treated people with respect until they lost it. Watching my mother as she encountered new people, I realized that her life was richer, and new people she met were likely to live up to her expectations. She was a woman whose work was always behind the scenes. She earned no honors or awards but she had a smile and a welcome for each new person; at her funeral, we realized just how many people she had touched with this attitude.

Of course, there are disappointments. I am not a Pollyanna, and I will not deny that there are people who don’t have good will, are regularly nasty, or are just plain bad guys. But you can’t convince me that the majority of the world would not want to see it improve. I continue to believe in the presumption of good will. I may occasionally be wrong. But I know I will be far more often right.

Welcoming Your Interim Executive: 6 critical steps toward making it work

Interim Executive, Acting Exec, Temporary Exec…whatever you call us, we have this in common. We’re not expected to be here very long, and we have a lot to do in that time. If all you need is a placeholder, you wouldn’t spend the dollars for a professional. So it’s on the Interim Executive’s shoulders to make a difference quickly.

Your mileage may vary, but I find there are a few initial steps that have to happen to launch a successful interim situation. (more…)