The Seven-Step Meeting Process

PURPOSE: A defined meeting process standardizes the method of conducting a meeting and assists in the effective execution of critical meeting tasks.

STEPS:

  1. Clarify Objectives.

Ensure that all understand and are in agreement with the meeting objectives.

  1. Review roles.

Review who will be timekeeper, recorder, leader, and facilitator.

Decide at what intervals feedback on time will be given.

  1. Review agenda.

Review details of agenda items listed under step 4. Ensure that all team members understand and are in agreement with the agenda items.

  1. Work through agenda items.

  2. Review meeting record.

Review the flipchart record on the walls but do not read all charts. Look for changes and additions. Decide which charts should be kept and which can be discarded.

  1. Plan next steps and next meeting agenda.

Decide who will do what before the next meeting. Decide what the objective and agenda items will be for the next meeting.

  1. Evaluate meeting.

What did the team do well that it should continue doing? What could the team do differently to improve the meeting, group and continual improvement process?

Taken from Handbook for Improvement - Second Edition

©1997 Executive Learning Inc.  Used with permission.  Executive

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