- Why – why is the meeting being held and what’s the desired outcome? What do you want to see being different as a result of the meeting? Is it necessary or is there are simpler way to achieve the outcome e.g. simply picking up the phone?
- Why does the person feel it necessary to meet? Don’t they have the confidence, skills or knowledge to make decisions or aren’t you trusting them, and their team, to make the decisions? Or haven’t you provided enough information to a client or been keeping in touch with them on a regular basis? Know any issues and successes before the meeting.
- What are the goals – will they matter to all the people who attend? What will success look like to you and your criteria for a successful meeting? What do you think it will be for others attending especially a client?
- What’s the cost of the meeting in comparison to the intended outcome? Include preparation, travel and attendance time plus all on costs i.e. cost of the room, travel and refreshments. And the opportunity cost? What else could have been done if people weren’t attending the meeting?
- Will the Action Agenda be used? It should be used for every meeting, both external and internal. If you write the Action Agenda you’ll own the meeting even if you aren’t running it. As we know it gives focus.
Five questions to ask before agreeing to a meeting to ensure it has value for the business
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What My Clients Say
I have known Yvette for a number of years and met through our membership of the IPP. Yvette is an astute business woman and her passion for the industry she works in shines through at all levels. It is a pleasure to hear her speak at conferences as she always has something new to impart and the delivery of her material is always given with hunour and patience.
Trainer at The Chartered Institute of Payroll Professionals (CIPP)
Thanks for all of your help, goes without saying we couldn’t have done it without you!
The changes in Team HR have also been hard emotionally and it is still rocky but we are making progress. I’m very appreciative of all your help and guidance through the past few months.