Have a Program, Not Just an Agenda

Telecommuting, virtual teams, outsourcing, and globalization have all contributed to increased incidence of virtual meetings between people who never meet face to face, or at least, haven't met face to face yet. For these meetings, a simple agenda isn't enough, because people need to know more about each other to work effectively together. To make the meeting more productive, distribute a program — not just an agenda.

Pattern your meeting program after the programs of sporting events, plays, the opera or ballet. Playbill is an example. Since the program is replacing the agenda, it must, at a minimum, serve the function of the agenda. But you can also include background enrichment material of all kinds. Here are some ideas for your programs.

Links to exhibits

If the meeting includes discussions or reviews of exhibits — contracts, reports, diagrams, audios, videos, and so on — attendees have to review them beforehand. Include links to these items. Or for the convenience of attendees, combine all exhibits into a zip archive to make downloading easy.

Links to MP3s or MPEGs of attendees talking

In telephone conferences, being able to recognize each other's voices is a big advantage. But since recognizing the voice of someone you've never met is difficult, have everyone make recordings introducing themselves. Video is great, but audio helps too. Give everyone an opportunity to see and listen to each other before the meeting.

Bios and contact information

Bios of all attendees help them establish relationships before the meeting begins, especially if some haven't attended this particular meeting before. Let people write their own bios. Professional bios help everyone understand each other's area of expertise. But personal details help too, because they give everyone little insights about each other as people.

Recognition

In telephone conferences,
being able to recognize
each other's voices
is a big advantage

If a team or team member made an outstanding contribution recently, or received recognition for any reason, play it up. Most of us like to see our names in lights.

Project successes, vision, and history

Include a little summary of past successes and what the future holds. This helps keep people fixed on the goal. It's an opportunity not to be missed.

Site imagery and videos

Familiarity with the sites where people work helps people "place" each other in a context. It gives them a setting in which to imagine the other people attending the meeting, which is especially important for telephone meetings. If you're holding the meeting as an off-site, provide history and information about local attractions.

Your meeting program, like all documents, is subject to your organization's document retention and destruction policies. Since it's a compound document (it might not reside in a single place), and since it might consist of a mixture of media, check with your document retention specialist to make sure that you understand the policy before you create the program. If you can conform to requirements, using a program instead of an agenda can make a real difference in your meetings.  Top    Next Issue

Is your organization a participant in one or more global teams? Are you the owner/sponsor of a global team? Are you managing a global team? Is everything going well, or at least as well as any project goes? Probably not. Many of the troubles people encounter are traceable to the obstacles global teams face when building working professional relationships from afar. Read 303 Tips for Virtual and Global Teams to learn how to make your global and distributed teams sing. Order Now!

For more on agendas, see "An Agenda for Agendas," Point Lookout for May 25, 2005; and "First Aid for Painful Meetings," Point Lookout for October 24, 2001.

Your comments are welcome

About Point Lookout

Thank you for reading this article. I hope you enjoyed it and found it useful, and that you'll consider recommending it to a friend.

This article in its entirety was written by a human being. No machine intelligence was involved in any way.

Point Lookout is a free weekly email newsletter. Browse the archive of past issues. Subscribe for free.

Support Point Lookout by joining the Friends of Point Lookout, as an individual or as an organization.

Do you face a complex interpersonal situation? Send it in, anonymously if you like, and I'll give you my two cents.

Related articles

More articles on Personal, Team, and Organizational Effectiveness:

What Haven't I Told You?

When a project team hits a speed bump, it often learns that it had all the information it needed to avoid the problem, sometimes months in advance of uncovering it. Here's a technique for discovering this kind of knowledge more systematically.

Coping with Layoff Survival

Your company has just done another round of layoffs, and you survived yet again. This time was the most difficult, because your best pal was laid off, and you're even more fearful for your own job security. How can you cope with survival?

Just-In-Time Hoop-Jumping

Securing approvals for projects, proposals, or other efforts is often called "jumping through hoops." Hoop-jumping can be time-consuming and frustrating. Here are some suggestions for jumping through hoops efficiently.

The Utility Pole Antipattern: I

Organizational processes can get so complicated that nobody actually knows how they work. If getting something done takes too long, the organization can't lead its markets, or even catch up to the leaders. Why does this happen?

Collaborations That Need to Be Cooperations

Modern products and services are so complex that many people cooperate and collaborate to produce them. When people are collaborating but the work actually requires merely cooperating, risks arise that can threaten the success of the group's efforts.

See also Personal, Team, and Organizational Effectiveness and Personal, Team, and Organizational Effectiveness for more related articles.

Forthcoming issues of Point Lookout

Coming April 23: On Planning in Plan-Hostile Environments: I

In most organizations, most of the time, the plans we make run into little obstacles. When that happens, we find workarounds. We adapt. We flex. We innovate. But there are times when whatever fix we try, in whatever way we replan, we just can't make it work. We're working in a plan-hostile environment. Available here and by RSS on April 23.

And on April 30: On Planning in Plan-Hostile Environments: II

When we finally execute plans, we encounter obstacles. So we find workarounds or adjust the plans. But there are times when nothing we try gets us back on track. When this happens for nearly every plan, we might be working in a plan-hostile environment. Available here and by RSS on April 30.

Coaching services

I offer email and telephone coaching at both corporate and individual rates. Contact Rick for details at rbrenfHlRlTgqCIXkUHBTner@ChacrEuHRQPYVKkOucGfoCanyon.com or (650) 787-6475, or toll-free in the continental US at (866) 378-5470.

Get the ebook!

Past issues of Point Lookout are available in six ebooks:

• Get 2001-2 in Geese Don't Land on Twigs (PDF, )
• Get 2003-4 in Why Dogs Wag (PDF, )
• Get 2005-6 in Loopy Things We Do (PDF, )
• Get 2007-8 in Things We Believe That Maybe Aren't So True (PDF, )
• Get 2009-10 in The Questions Not Asked (PDF, )
• Get all of the first twelve years (2001-2012) in The Collected Issues of Point Lookout (PDF, )

Are you a writer, editor or publisher on deadline? Are you looking for an article that will get people talking and get compliments flying your way? You can have 500-1000 words in your inbox in one hour. License any article from this Web site. More info