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9 Pro Tips for Conducting a Hybrid Meeting

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9 Pro Tips for Conducting a Hybrid Meeting

As companies return to having employees in the office, they may realize hybrid operations meetings are a must. 

Now instead of having meetings with everyone in person or everyone online, you need a hybrid solution. However, this solution creates a new set of meeting challenges to overcome. 

Here are a few smart tips for including video attendees in important in-person meetings without making it awkward for everyone.

1. Share the Agenda

Meetings run smoother when you have an agenda and stick to it during the meeting—sharing it before the session helps attendees prepare. It also helps keeps remote workers connected so they know what is going on and meeting expectations. Add any online references or links to resources that everyone will need. The central information center will help keep the entire team in sync.

2. Use the Most Current Technology

If your conference room equipment hasn’t been updated in a while, now is the time to do it. After a year of everyone being on video conferencing, people expect to see and hear everything clearly. As a result, old conference room telephone systems and outdated audio need to be replaced to keep remote participants engaged.

Don’t forget to check for software updates too. For example, platforms are adding emoji options to give video participants ways to react and share feedback without disrupting the meeting. Some providers are also developing new tools so participants in the room can use chat along with online members. 

3. Show Everyone’s Face if Possible

Remind online participants to keep their videos running and show their faces. If that isn’t possible, encourage them to use a professional headshot for their off-video setting. You also want to have cameras set up in the conference room to capture people’s faces in the room. 

It also helps if you can use a big screen to show the gallery view of participants. Helping everyone be able to see each other’s faces and expressions builds a connection with online participants. In addition, it helps remind speakers to make eye contact with people not in the room by looking at the camera as another person in the room.

4. Start the Video Before the Meeting Starts

Assign someone to start the online meeting room before the official start of the meeting. This can serve a couple of purposes. First, it’s a good time to troubleshoot any technical issues. Second, it gives you a chance to ensure video and audio are working so you can save the meeting time for the agenda.

Finally, it also gives online participants a chance to accomplish a tech check of their own. They’ll be more engaged and less stressed if they aren’t trying to fix their tech issues after the meeting has started.

As a bonus, they’ll be able to take part in the informal conversations and watercooler talk that happens between in-person attendees while they are waiting for meetings to start.

5. Discourage Side Conversations

Online members can’t hear what’s being said clearly when more than one person is talking. Microphones will pick up the side conversations, even whispered sounds. It’s a sign of respect to your video participants to make sure only one person is talking. That way, everyone can hear and participate.

Sometimes the conversation may get exciting, and people try to talk over each other. You may want to add a touch of humor and a trick to moderate this by using a physical “talking stick.” The only person allowed to talk is the person with the stick. When they are finished, they can pass the stick to the next person. The meeting leader should proactively make sure that online members get a virtual stick and a chance to speak too. 

6. Be Deliberate to Include Online Members

It’s easy to overlook people who aren’t in the room. To keep them connected and engaged, be deliberate about making sure to include them. For example, when the meeting starts, greet them by name and ask them to recap their weekend. Giving them a chance to share helps people in the room connect with the virtual audience as well.

As the meeting occurs, don’t forget to ask those on video if they have questions or comments. And remember, silence can be your friend here. It may take people a moment to come off mute, so don’t be in a rush to fill the quiet.  

At the end of the meeting, go around and ask everyone for their takeaway from the meeting. And start with those online. That guarantees members have a chance for any final questions or comments they needed to add. 

7. Plan Facilitation Help

Meeting leaders may find it helpful to ask a co-worker in the room to act as a facilitator. Their role here is to watch the online participants for indications they need to add a comment. For example, virtual members may turn off mute or use the raise hand function to indicate they want to speak. If members in the room don’t notice, the facilitator should mention it to the room so the online members can share. 

8. Use Group Collaboration Tools

Many times, meetings include whiteboard activities. Most platforms have added virtual whiteboards that video participants can also see. If the virtual whiteboard isn’t an option, make sure you have a way of showing the papers in the room on camera so that everyone can read them.

Another good practice is to use polling software that can consolidate responses from people in the room and online. That may mean employees in the room also need to have an online device with them in the meeting. Let them know this ahead of the meeting to have their device with them and the app installed.

9. Get Feedback

As people start returning to offices and in-person meetings, hybrid meeting practices will grow and evolve. Seek feedback from meeting attendees. Ask them to rate the meeting and provide suggestions for how to improve the experience. It may also help to make sure facilitators occasionally attend hybrid meetings virtually. This first-hand experience will help them get a feel for the online experience and what can be done better.

Conclusion

A recent survey conducted by McKinsey shows that nine out of ten executives expect to have hybrid work. Moreover, as people return to in-person operations, most people expect more remote work than before the pandemic.

The tips above can help make sure your hybrid meeting runs smoothly and keep everyone engaged wherever they happen to be located.

Less Is More: People Will Attend Your Meetings When You Make Them Painless

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Less Is More: People Will Attend Your Meetings When You Make Them Painless

Workplace meetings often bring to mind the opening scene of John Hughes’s “Planes, Trains, and Automobiles.” Like Steve Martin’s character, you’re probably familiar with long, boring meetings that consistently run overtime. Stuck with a boredom-induced headache, you start daydreaming about everything else you could be doing with your day. As the meeting drags on further and further beyond its scheduled endpoint, you watch the clock in growing irritation. 

Fortunately, workplace meetings don’t have to be an annoying waste of everyone’s time. The key to productive meetings lies in making them brief, focused, and as considerate of people’s time as possible. No one will object to attending your meetings when you do your best to make them painless. 

Do the Needed Prep Work

Before scheduling a meeting, begin by determining whether it is truly necessary. There are many scenarios where the information covered in a meeting could be communicated perfectly well in another, less time-consuming way. We’ve all heard the lament: “This meeting could have been an email.” Some meetings could even be a Slack message or a comment thread in your project management software. Make sure yours isn’t one of them.

If you decide that a meeting is absolutely necessary, the next step is to plan the meeting. Meetings should have a goal and an agenda before the invite goes out. 

Without an agenda, a meeting can easily lose focus or run into overtime. Your agenda should state the meeting’s purpose and the topics to be discussed, by whom, and for how long. Attaching the agenda to the meeting invitation will allow attendees to ask questions or propose other subjects for discussion beforehand.

Once you have a written agenda, go ahead and schedule your meeting. While it can be tempting to cram a meeting into any open time block, some slots are more eligible than others. A U.K study found that 2:30 p.m. on Tuesday is the ideal meeting time, but any midweek, midafternoon slot should suffice. Use your team’s calendar app to find a time when all the necessary participants can attend. 

Keep It Concise

A general rule of business writing is to use as few and as simple words as possible. The same applies to running a productive meeting. Avoid lengthy statements and steer clear of jargon. And remember that meetings aren’t supposed to be a one-way mode of communication. Open the floor for discussion, asking questions of attendees and inviting them to raise questions of their own.

That said, be mindful of losing focus during the meeting. Confine the conversation to agenda items and table unrelated topics. More narrowly focused subjects can often be handled better in smaller settings. 

In a meeting, less is always more. You want to make sure attendees aren’t overwhelmed with information. Meetings should convey enough information to enable a decision on some issue or the setting of action items. If you find yourself citing chapter and verse, you should be sharing a document instead.

Add Some Creative Flair

Meetings can’t be painful when you make them fun. With some creative thinking, you can add aspects to meetings that encourage camaraderie and deter boredom. Brainstorming new ways to run meetings can be a great way to engage participants and add some excitement to the office. 

If this sounds frivolous, note that these add-ons can be fun while helping to keep your meetings on track. At Buddytruk, for example, the team has a surefire way of ensuring its meetings end on time. If one runs over schedule, the last person speaking has to do 50 pushups. At Just Fearless, attendees get their chairs taken away when the time’s up.

Not only do these tactics encourage team bonding, they also make it clear to attendees that their time matters. When your meeting participants know you value their time, they will respect you more in turn. 

Probe for Pain Points 

OK, so you’ve tried to hold a painless meeting. You let your attendees know the meeting’s goal and provided a clear agenda ahead of time. You encouraged a discussion that was free-flowing but on point. You even introduced a few fun — but focusing — elements to the proceedings. How did it go?

Meetings don’t always run perfectly, no matter how hard you try. Instead of striving for perfection, strive for continuous improvement. 

As with most things, feedback is the best way of judging the productivity and success of your meeting. You can get a lot of natural and authentic feedback just from gauging attendees’ reactions during the event. If attendees look distracted or bored, it’s probably a sign that the meeting isn’t proving as effective as it could be. If they pull you aside to ask tons of questions afterward, that’s another indication the meeting didn’t convey needed information effectively.

Sending a short survey directly related to what was covered in the meeting is another good strategy for eliciting feedback. It will help you figure out what was clear to attendees and what wasn’t. You might also ask them to rate the meeting or state what aspects they liked and didn’t like. This information will help you make future meetings even more pain-free. 

To show meeting participants you appreciate their time and attendance, it’s a good idea to touch base with them afterward. A simple thank-you email can make attendees feel valued and respected — and more willing to turn up at your next meeting.

How to Show Up to Video Meetings on Time and on Point

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How to Show Up to Video Meetings on Time and on Point

It happens to the best of us. It’s 10:20 a.m., and you realize you forgot that the morning video meeting started at 10. After scrambling onto the call and making a quick apology, you struggle to catch up with the rest of the team. 

Luckily, there are several tools and strategies to prevent these videoconferencing snafus. The tips below will help you knock every video meeting out of the park. 

Schedule Some Breathing Room 

Whether you’re the meeting planner or just an attendee, plan for video meetings to take longer than they are scheduled for. Block out an additional 10 minutes on either side of the allotted time to give yourself some leeway. That way, if a call runs long, you’re less likely to be late to the next one. If the meeting runs short, you’ll have extra time to take a break, grab some water, or answer emails.

Adding at least a 10-minute buffer around meetings also helps to ensure that you have time to wrap things up before your next commitment. If you need to follow up individually with a member of the team after the group meeting ends, you’ll have time to do so without throwing off the whole day’s schedule. 

Use the Right Meeting Software

Enlist technology to keep you on time and in the know. While some people prefer written calendars, digital calendars excel in making sure that nothing slips through the cracks. The straightforward design and layout of these tools make them incredibly user-friendly. And you’ll be hard-pressed to find a paper planner that can send you pop-up notifications of your upcoming commitments! 

When you use scheduling software, you can set it to give you a 10-minute reminder before any scheduled video meeting. This way, you have enough time to get set up, settle in, and resolve any technological problems that may arise. In today’s Zoom world, bad Wi-Fi is no longer a valid excuse for missing a meeting. 

Some scheduling software, like Calendar, allows you to sync calendars from Google and Outlook together. You can combine important personal, work, and family schedules into one main calendar. This way, you never accidentally set up a phone call with a customer at the same time as a team meeting — or your daughter’s soccer game. Nothing gets overlooked when everything is synced together. 

Business scheduling apps also ensure that the calendar event has the link to the call, the meeting agenda, and everything else you need for the video meeting. There’s no more last-minute searching through old emails looking for the link. 

Be Prepared For Every Meeting

Being punctual is only one factor in excelling in online meetings. Being on point and making strong contributions are critical as well. 

Before any meeting, jot down at least two thoughts, ideas, or suggestions and two questions. These notes can focus on the nitty-gritty specific or be more big-picture. Your questions and comments don’t have to be ground-breaking; they just have to be relevant and helpful. When someone asks you, “Well, what do you think?” you’ll be ready. 

If the meeting centers on an ongoing project or issue, take a few minutes before the meeting to review relevant files and notes on the subject. You’ll re-familiarize yourself with the matters at hand and ensure you don’t get lost or caught off guard in the meeting. This is especially helpful if this is the first meeting about a project in weeks. 

If you are leading the meeting, be sure to have an agenda to follow and provide it to attendees beforehand. Attach it to your calendar invite along with the videoconferencing link so everyone will have it at the ready. 

While it is important to be flexible and allow other discussion topics to come up naturally, sticking to an agenda keeps the team on task. You also show yourself to be a capable leader who values your co-workers’ time. 

Create a Professional Setup

The last key element to making an impact in your company’s digital meetings is the space around you. 

When working from home, have a designated work space or desk that you intentionally leave clear of anything but the essentials: laptop, relevant documents, etc. This will help prevent clutter from distracting other attendees from you and your ideas. Be sure that the space behind you is neat and clean as well. 

If video meetings are commonplace in your work, consider upgrading your microphone and using high-quality headphones. If your connection is poor, increasing the internet speed or changing to a different provider is worthwhile. While small improvements, these updates will ensure that everyone can clearly and easily understand you. 

When it comes to time management and personal performance, video meetings can pose challenges. But with the right tools, strategies, and setup, you can ensure that you are a valuable part of any online meeting.

How to Make Your Work Meetings Work for You

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How to Make Your Work Meetings Work for You

You know all about the workday marathon. You finish with one work meeting, and then you have to sprint over to the next meeting. You may even end the first meeting early just to get to the second one on time. The situation certainly isn’t ideal. 

In fact, this kind of terrible time management can cause all kinds of problems. It leaves too little room for error and causes unnecessary stress.

How you schedule your meetings will determine how successfully you’re using your time. If you schedule back-to-back meetings, you’re making your life harder than it needs to be. Thankfully, there are things you can do to change this. The following tips will help you alter your meeting habits for the better. 

Add Buffer Time Between Meetings

The first thing you should do to prevent work meeting overlap is to add buffer time to your schedule. A few minutes between meetings will give you some time to catch your breath after you dash from one to another.

Sitting through the end of a meeting knowing you’re going to be late for the next one is incredibly stressful. You’re more likely to be distracted, and you may even miss important information. Plus, a presenter can tell when you’re itching to leave.

Then there are the concerns about the second meeting. Tardiness is often seen as inconsiderate. If it’s a meeting with the boss, you certainly don’t want to look bad.

It’s much better to be safe than sorry. Build-in buffer time even if you don’t think you need it. 

Plan for Longer Work Meetings

Don’t be afraid to schedule a bit more time than you actually need when organizing a meeting. Take a training meeting, for example. You can’t predict exactly how many questions employees and new hires will have during the event in question. It’s best to get all questions answered rather than cut the discussion short. 

To be clear, this should be separate from adding buffer time. Buffer time gives you what you need to get to and from appointments. Planning for longer meetings also helps other employees manage their schedules. 

Basically, this means scheduling an hour and a half for a meeting, even if you think it’ll take an hour. After that 90 minute block, you’ll still want an additional buffer of 10 minutes. After all, nature could be calling by then. 

Evaluate Your Meeting Locations

Your work meetings’ locations have as much of an impact as when they’re scheduled. For example, you might need to take a long-time client or a group of investors to lunch one day. You’ll need a lot more buffer time if you have another meeting scheduled back at the office afterward. 

This won’t be as much of an issue if most of your meetings are online. However, you’ll still need to keep location in mind. Small relocations, like going from the conference room to your office to set up a Zoom call, can still take time. After all, technology can be unpredictable, and you might need the extra time to fix your mic or hunt down a presentation. 

Prepare Meeting Agendas in Advance

Just as important as planning the times of your meetings is planning their content. You’ll find that meetings run a lot more smoothly when there’s an agenda to follow. Use your online calendar to set a reminder to make an agenda before every planned meeting.

If you’re attending a meeting rather than leading it, ask the host for an agenda. This might prompt them to make one if they haven’t already. This small request can help ensure that meetings go efficiently, even when you’re not in control. 

Keep the Number of Meetings to a Minimum

Did you know that the average employee is wasting 31 hours a month in unproductive meetings? Think of all the things you and your team could accomplish with those lost hours. How can you reclaim that time? By identifying and cutting out unnecessary meetings.

Deciding which meetings to keep can be a challenge. Start by asking yourself a series of questions. Can everything you plan to say in this meeting be written in an email? Are these meetings actually just a way to micromanage others? After some introspection, you should be able to clear your calendar of at least a few meetings. 

Internal communication platforms should keep the need for formal meetings to a minimum. Individual questions can be sent through direct messages. Plus, project management software allows you to give plenty of instructions for specific tasks. 

Avoid Last-Second Meetings

Sometimes a last-minute meeting pops up, and you’ve got no choice but to drop everything and go. However, when you can avoid last-second meetings, you should. Nothing will clog up your schedule more than an unexpected meeting. Trying to squeeze it in between your previously scheduled commitments is just asking for trouble.

If someone requests a meeting with you for the same day, take a look at your calendar before saying yes. Look for a clear opening in your schedule. If there isn’t time for a couple of days, see if that time frame would work for the other person. Very rarely will you actually have to fit in a last-second meeting. It’s always easier to negotiate a meeting time than to reschedule existing commitments. 

Schedule Blocks of Time Without Meetings

If meetings start to overwhelm you, schedule some times where you won’t allow meetings to take place. This will ensure that you can get some actual work done. If you know when you’re most productive, you can schedule this time accordingly. For example, some people do their best work early in the morning. If that describes you, it’s best to block off that time for your own work.

Some people prefer to have all their meetings on one day. Then they have the rest of their week for other work. Others like to keep their meetings spread apart so that they never run too closely together. Whatever your preference, make sure to designate some time away from the meeting room when you can. 

Meetings are an important aspect of any business, but they can take over your professional life if you let them. Finding the right approach to organizing your meetings will keep you from becoming stressed. Open up your calendar now and start making the adjustments you need for smooth sailing at work. 

The Psychological Price of Meetings

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The Psychological Price of Meetings

With so many personalities within your organization, it’s not every day that you can reach unanimous decisions. However, if there is one thing that everyone can agree upon it’s how much they despise meetings.

People dread meetings for several valid reasons. For starters, most people view meetings as unproductive and inefficient. That’s because there isn’t a clear purpose and a lack of clear, actionable outcomes. What’s more, meetings often drag on for far too long. As a result, attendees are pulled-away from meaningful work.

Other culprits include:

  • Having to wait for late arrivals — which wastes even more time of participants.
  • Believing that there’s too much talking and not enough listening.
  • Inviting too many people because you don’t want anyone to be left out.
  • Not having any structure — such as an agenda or allowing others to go off-topic.
  • Feeling bored or not engaged.

While that is not an extensive list, the point is that people really can’t stand meetings. And, the numbers seem to back this sentiment up.

The Psychological Price of Meetings

Research from Atlassian found that the average employee attends 62 meetings per month, with half being considered “time wasted.” The research also shows that we spend approximately 31 hours per month in unproductive meetings.

According to research from Fuze, unproductive meetings cost more than $37 billion annually. It also wastes 15 percent of an organization’s collective time. However, for middle management, that figure increases to 35 percent and 50 percent for upper management. That’s a lot of time and money when 67 percent of executives consider meetings to be failures.

Because of this, it’s no surprise that some organizations, like Asana, have banned meetings on specific days as a solution to the meeting problem. Other businesses have even scrapped meetings altogether.

But, few of these organizations have examined the most detrimental part of meetings; the psychological price it has on employees.

The Toll on Physical Health

Wait. Wasn’t this article supposed to be about the psychological price of meetings? Yes. However, there’s a strong correlation between physical and mental health.

While it’s no secret that physical health reduces serious health concern like heart problems, diabetes, or concern, it’s also a proven way to reduce stress and anxiety. Being active also improves your mood, focus, and concentration thanks to the release of dopamine and serotonin.

Exercise has also been found to stimulate other chemicals in the brain called “brain-derived neurotrophic factors.” These allow for new brain cells to grow and develop. Furthermore, research shows that older adults who are physically fit have a bigger hippocampus and better spatial memory.

In short, when you prioritize your physical health, you’re improving your mental health.

Considering that the average person already sits for 12 hours per day, slouching at a conference table only adds to this sedentary lifestyle. No wonder living sedentary has become the fourth leading risk for global mortality.

To counter physical inactivity, it’s suggested that we need at least one hour of physical activity a day. Of course, this is no easy feat during a hectic workday. The good news is that instead of sitting throughout a meeting you implement standing meetings.

While this won’t completely resolve physical inactivity in the workplace, it’s an excellent starting point to improve employee health — they’re also 34 percent shorter. Additionally, standing meetings come with the following benefits;

  • Releases endorphins and boosts energy levels.
  • Decreases distractions.
  • Encourages better collaboration, a sense of purpose, and creative thinking.
  • Keeps attendees focused and alert.
  • Improves posture.
  • Burns 50 percent more calories than sitting.

Added Workplace Stress and Anxiety

Workplace stress has already been dubbed the “silent killer.” The outcome known as a silent killer is because when left unchecked stress can result in physical alignments like headaches, trouble sleeping, and increased blood pressure. It can also affect concentration, confidence, and mood disorders like anxiety and depression. 72 percent of people who have daily stress and anxiety say it interferes with their lives at least moderately.

Meetings can add to an already stressed out workforce due to issues like being afraid to speak in public and interacting with an authority figure. There’s also legitimate worry when there isn’t access to an agenda or resources before the meeting. I mean is there anything worse than not knowing what to expect when entering a meeting? Worse, have you been asked a question for which you didn’t or couldn’t prepare an answer?

When it comes to reducing workplace stress and anxiety, there isn’t such a thing as “one size fits all” approach. However, one solution is to provide all attendees with the required information, resources, and agenda in advance. Giving meeting attendees advanced information offers them the opportunity to prepare — so that they aren’t afraid of the unknown. The dividend is money back in your pocket in saved time.

You may also want to consider offering meditation classes and encouraging employees to take frequent breaks. Also, create a friendly and positive company culture through team building exercises, socializing outside of work, and not tolerating bullying. When employees feel comfortable and respected with their colleagues, it can ease stress related to areas like the fear of public speaking.

FOMO

Despite the evidence that regular meetings are unproductive and costly, why do we keep scheduling or attending them? There may be a simple explanation; FOMO.

FOMO, which is stands for the “fear of missing out,” is defined as “anxiety that an exciting or interesting event may currently be happening elsewhere.” It may explain why leaders schedule weekly meetings. If they don’t see their team, they’ll worry that they don’t know what everyone is working on, or assigned.

Personalities can also play a role. Extroverts, for example, are naturally drawn to recurring brainstorming sessions and group activities. As a result, they set face-to-face communications because they believe it’s necessary.

The truth of the matter is that when everyone within your organization is in-attendance, performance decreases because the group size is too large. C Northcote Parkinson addressed this first with his“coefficient of inefficiency.” Parkinson stated that meetings consisting of five people were “most likely to act with competence, secrecy, and speed.” Above nine, Parkinson added, “the organism begins to perish.”

Via Quiet: The Power of Introverts in a World That Can’t Stop Talking”:

The “evidence from science suggests that business people must be insane to use brainstorming groups,” writes the organizational psychologist Adrian Furnham. “If you have talented and motivated people, they should be encouraged to work alone when creativity or efficiency is the highest priority.”

Before inviting your entire staff to the next meeting, review all current recurring meetings and ask yourself the following questions;

  • Does the meeting still serve a purpose?
  • Is the meeting necessary?
  • Does everyone need to participate or can you invite only the key stakeholders like department heads?
  • Can you use Slack, email, or a project management system instead of in-person?
  • If you must meet face-to-face, can you replace the meeting with a 5-minute inspiration break?

It’s never easy to start eliminating meetings from your calendar. But, start experimenting with alternatives. It may take some trial and error, but you may find a more productive option.

Decreases Morale and Engagement

When meetings are irrelevant to invitees and don’t serve a purpose, they can kill morale. Instead of being able to focus on more critical work, attendees are stuck in a meeting that is an utter waste of time.

When employee morale is low, you can also expect engagement to drop as well. Initially, this may not seem overly significant. But, employee disengagement leads to;

  • Dissatisfaction with their jobs.
  • Unproductivity.
  • Causes people to withdraw, which harms collaboration.
  • Less employee input.
  • A lack of growth, empowerment, and improvement.
  • An increase in costly mistakes.
  • More absenteeism and turnover.

Again, avoid scheduling meetings that are a waste of time. Make sure they have a clear purpose and work towards a common goal. And, make sure they’re short, concise, and engaging.

Unnecessary Information Overload

Do your meetings contain too many facts? Are you throwing stats at attendees left and right? Are you boring them with slide after slide packed full of information?

Annoying people to death or overwhelming them with information may seem innocent. Unfortunately, when exposed to too much information our brains become unnecessarily stimulated. This information overload can result in negatively affecting our mental well-being in the following ways:

  • A decrease in productivity.
  • Drained energy.
  • Difficulty concentrating.
  • Strong compulsion to check emails, social media, etc.
  • A decreased cognitive performance which can impair decision-making.

When planning a meeting keep in mind that the brain can only handle to so much information at one-time. Additionally, our brains can only focus for so long before starting to wander. If a meeting is an hour-long and delivers too much data — processing and focus will be dull, and everyone will lose interest.

As such, only share the most critical data points during your presentation. You can send any supporting information to your team in the form of a word document that they can view at their leisure. A quick, readable piece will also ensure that the event will be short and concise. Ideally, you should take a page of the TED Talk playbook and keep your presentation under 20-minutes.

Multitasking Damages Your Brain

A whopping 92 percent of people have admitted to multitasking during meetings. Whether if this is checking their email or during other work, multitasking does more harm than good.

Research out of the University of Sussex found that multitaskers have “ less brain density in the anterior cingulate cortex, a region responsible for empathy as well as cognitive and emotional control.” A study from the University of London discovered “that participants who multitasked during cognitive tasks experienced IQ score declines that were similar to what they’d expect if they had smoked marijuana or stayed up all night.”

One solution would be to ban gadgets, like a smartphone. Former President Obama, for example, had people place their phones in a basket before entering a meeting.

Another option would be to make meetings more interactive. Interactive meetings take up more time though. But an occasional question-and-answer session can be helpful, group activities, or ditching the chairs and implementing standing meetings can also be beneficial.

Distractions Derail More Than Just Productivity

It’s no secret that distractions harm productivity. For example, if you’re interrupted by an email, it will take around 16 minutes to refocus your attention. As for meetings, it can take 2 hours to recover from these disruptions. The reason? Switching between tasks leaves us with a frantic sensation. As a result, this over-stimulates the brain.

However, this is just the tip of the iceberg.

Because distractions lead to productivity loss, the work day gets longer. Eventually, this leads to frustration, stress, and a lack of engagement and motivation. And, because we’re attempting to catch up on work, we make more mistakes.

As if that weren’t bad enough, workplace distractions impair employee IQ scores.

Once again, if possible, avoid having too many unnecessary meetings. If a situation can be handled electronically, then go that route as opposed to interrupting people from working. If meetings are necessary, keep them under 30-minutes and at least have one day per week where meetings do not take place.

Can Lead to a Sense of Failure

As mentioned above, a majority of executives feel that meetings are a failure.

Failure isn’t always a bad thing. It allows you to learn and grow from your mistakes. At the same time, that doesn’t make failure an enjoyable experience.

Failing time-and-time again can make the same goal less attainable. It also distorts how you perceive your abilities, makes you believe you’re helpless, causes anxiety, and unconscious self-sabotage.

Every meeting on your calendar should have clear goals and objectives. Calendar info involves:

  • Identifying the desired outcome and how it can be achieved.
  • Determining why the outcome is essential. In other words, how does it align with the bigger picture?
  • Deciding when the outcome should be achieved and establishing roles.

Meetings Aren’t a Good Waste of Time

Meetings aren’t just a waste of time. They’re a terrible waste of time. This doesn’t even account for the psychological price of meetings on a human soul.

While our brains require downtime, instead of sitting in a useless meeting you should provide opportunities for yourself and team to meditate, new learn a skill, exercise, build hobbies, or work on a passion project. In other words, you shouldn’t be watching Netflix for an hour. Instead, you should focus on activities that have some potential positive value.

When time is spent as an investment, productivity increases, it also encourages creativity, solidifies memories, and replenishes attention.

Meetings Can Still Be Beneficial

You may believe that all sessions are a waste of time? But, that’s not honestly always the case. When done correctly, meetings can;

  • Keep everyone in the loop and on the same page.
  • Share problems, concerns, and solutions to problems.
  • Promote leadership and the chance for employees to step into new roles.
  • Opportunity to give and receive feedback.
  • Provide training opportunities.
  • Promote team collaboration. Teamwork can improve the flexibility of the organization, keep everyone engaged, spark innovation, and improve the health of employees.

Even more promising is that meetings can encourage group cohesion. While meetings should be as short as possible, letting participants spend a couple of minutes before or after engaging in informal communication boosts productivity.

A study from MIT backs this statement up by stating that “with increased cohesion likely comes an increase in things such as shared tacit knowledge, shared attitudes and work habits, and social support.”

Moreover, a Microsoft survey discovered that people crave face-time. In-Person meetings are the communication method that makes them the happiest.

Proven Ways to Improve Meetings

Although there have been suggestions throughout this article to help make meetings successful, a team of psychological scientists have developed the following recommendations;

Before the Meeting

  • Assess current needs. Meetings should only be held to solve a problem, make a decision, or have a substantive discussion.
  • Set and share the agenda. An agenda will make the purpose of the meeting clear. It will also keep the meeting organized.
  • Invite only the right people. Attendance should be kept to a minimum. As such, only those who will help achieve its goals and initiatives should be invited.

During the Meeting

  • Encourage contribution. Ask questions. Encourage feedback. Facilitate group discussions. Or, have a little fun by playing games.
  • Add a little humor. Humor breaks the ice, lightens the mood, and creates a more positive environment.
  • Redirect complaining. Complaints change the mood of the meeting and gets the discussion off-track. Squash complaining and address it one-on-one following the meeting.
  • Keep discussions focused. Stick to the agenda and only allow reviews that are relevant to the meeting objective.

After the Meeting

  • Share the minutes. Attendees can refer to this when they need a reminder of what to do next and who’s responsible for specific roles. Those who couldn’t attend can also use the minutes to stay in the loop.
  • Seek feedback. Feedback will help you plan the next meeting to ensure it’s productive.
  • Look ahead. Keep the momentum going by encouraging everyone to think about future actions, follow-through, and short-and-long-term outcomes.

Additional suggestions;

  • Don’t schedule meetings in the morningMornings should be spent on priorities that involve deep work and focus. Instead, schedule meetings in the afternoon, like around 3:30 or four pm since it’s unlikely that any other project will get started at this time.
  • Pick the right location. Where the meeting is held needs to be large enough to accommodate participants, be an environment that inspires creativity and has the right tech if needed.
  • Eliminate distractions. Again, don’t allow phones into the meeting — or ask them to be turned off. Also, do not allow small talk during the presentation.
  • Set a time limit. Meetings that range between 15-45 minutes are ideal.
  • Step-up your virtual meeting etiquette. If working with a remote team, make sure you’re using the right technology, stop multitasking, close unnecessary programs, and mute your mic when not speaking.

How 15-Minute Meetings Can Keep Freelancers and Solopreneurs on Track

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How 15-Minute Meetings Can Keep Freelancers and Solopreneurs on Track

We’ve all probably heard that meetings may not be best for productivity. In fact, Harvard Business Review found that 65% of the senior managers they interviewed said that meetings kept them from completing their own work.

While most people can agree that poorly-run unproductive meetings can be a waste of time, I’d argue that short, focused, and intentional meetings can be very effective. With virtual meeting technology advancing, shorter meetings will save time and are proven to help most workers become more productive.

If you’re a freelancer or solopreneur working from home, short 15-minute meetings can help you too. Here’s how and why you should consider giving meetings another chance if you’re still struggling with productivity, efficiency, and overall focus during your workweek.

15-Minute Meetings Can Be Great Braindump and Planning Sessions

I’m a very type A person and a planner, but sometimes taking too long to plan something out results in a major delay in terms of what I’m able to produce. I’ve found that short 15-minute meetings are great opportunities for me to brainstorm and plan with clients and other team members.

If you’re a freelancer with a client who is planning a big project, short meetings can help you set deadlines, divvy up responsibilities and go in with a game plan. Plus, it can eliminate lots of long email chains that could result in you missing out on some important information.

As someone who’s also a solopreneur, I run my own financial education company and hop on short meetings with companies and other clients to discuss speaking opportunities, upcoming content, and more. Even if the meeting is short, it’s important to have a clear agenda and desired outcome so you can stay focused and leave the meeting with more clarity and direction than what you had coming in.

Get to Know Your Clients Better

Working from home has its perks, but the constant isolation can be a real disservice to your business and mental health. Brief 15-minute meetings can also be a great way to get to know your clients better and humanize yourself as well as the other people you send emails to regularly.

As a freelance writer, I find that it can be so easy to just get lost in the shuffle with some of my editors. Whenever I get a new editor, I like to go the extra mile and propose a quick call or meeting to learn a little more about them, their goals for content, and the ways that I can help. This helps me avoid becoming just another email address that could be easy to forget when sending out writing assignments for the month.

While I don’t think it’s necessary to have virtual happy hours with your clients each week, sometimes jumping on a quick call to ask a question or gain clarity can be helpful and allow you to build a better professional relationship with the people you work with.

Short Meetings Help You Get on the Same Page With Team Members

If you work with larger teams, short 15-minute check-in meetings can be a great way to make sure you get on the same page. Plus, again, it allows you to feel like you’re part of an actual team or community when working from home. I have one client who likes to have monthly meetings and while they’re effective, they don’t last too long.

It just opens up the floor to share any new announcements, check in with deadlines and make sure that everyone is on the same page with the workflow. Sometimes, if there’s not much to discuss, the meetings don’t last for longer than 10 minutes.

As a solopreneur, I also hire a few virtual assistants so I can delegate tasks. Over time I noticed that one of my VAs was often late turning things in or would message me during times when I wasn’t working and it slowed down a lot of my processes. I didn’t want to delay certain projects due to a lack of timely communication so we decided to start having weekly or bi-weekly 15-minute check-in meetings.

This allowed us to touch base, adjust deadlines, discuss questions and become more efficient with the workflow overall. After committing to regular quick meetings, I noticed an uptick in productivity for both of us all around and more tasks were able to get accomplished. This also helped me get more value for the money I was paying to outsource as well.

It’s Easy to Schedule and Automate Short Meetings

Almost everyone has a 15-minute time block available in their daily schedule. This means it will be much easier for you to propose a short meeting to clients and team members in order to boost productivity. People don’t want to lose an hour of work for an unproductive meeting – and luckily they don’t have to.

Schedule your 15-minute meetings through your online calendar and even consider recording them so people can review them later if needed. So long as you record audio from a meeting, you can even get this audio transcribed so it can be even easier for team members to digest if they need to catch up and stay in the loop.

Summary

Fifteen minutes can really fly by, but it has been so helpful in several areas of my business. If you’re a freelancer or solopreneur, realize that short and intentional meetings can really help boost your productivity and help you stay accountable for certain deadlines and goals.

Have you tried 15-minute meetings in your business yet? Why or why not?

How to Make Cancellations Less Common

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How to Make Cancellations Less Common

We’ve all been there: You’ve waited all day for a meeting, only for the client to cancel at the last minute. Last-minute cancellations can throw a wrench in your day, and sometimes your whole week

While cancellations happen, they shouldn’t be frequent occurrences. To help you cut down on frustration and revenue loss, here are some ways to keep cancellations to a minimum:

Understand Why Clients Cancel 

Everyone needs to cancel an appointment on occasion. A pattern of cancellations, however, may indicate a business-wide issue. 

Try to get into the mind of your clients. Understand exactly what’s causing them to cancel. For example, do they have kids and can’t always find childcare? Is their schedule so packed they can only spare a few minutes of their day? Or, are they not able to afford your hourly rate?

Don’t get defensive. Recognize that you, not they, may need to change. 

If you suspect travel time is an issue, for instance, try implementing a teleconferencing tool. Allowing clients to book you at the click of a button can do wonders for retention. 

Create a Cancellation Policy

Implementing a cancellation policy is one of the best ways to ensure your clients show up both prepared and on time. This policy doesn’t have to be complex; in fact, it can be as simple as charging a small fee in case of a missed appointment. 

Imposing a small penalty will motivate your clients to show up to their appointments on time. More importantly, it will reduce the likelihood that they become chronic cancellers.

Encourage each new customer to review your terms and conditions. Ask them to sign a copy when they sign up for their first meeting. This document should include the charges for no-shows, the penalties for repeatedly missing appointments, and details on how far in advance you require rebooking before you levy a fee.

Don’t Schedule Too Far In Advance

You want to stay at the top of your client’s mind. Try to schedule appointments within a week from when you last spoke with a customer. Any further ahead, and your client may lose interest by the time their appointment rolls around.

Use “when,” not “if” questions: When in the next week can they meet? Approach the conversation with a handful of specific dates and times that work for you. Look for alignment in your availability and, if none exists, offer an alternative. 

Send Reminders 

We all have a lot on our mind these days. Reminders can cut through our mental clutter, but only if we use them strategically. 

Consider your customer base. If your clients are primarily Millennials, then go with text reminders. Baby Boomers and Silents may prefer a phone call or a voicemail message.

Regardless, make sure not to send out too many reminders. You want to tread the line of being proactive without being too overbearing. Try sending a reminder as soon as a client signs up for an appointment, and then another 48 hours before the scheduled time. 

Offer Self-Serve Rescheduling

Some clients may not show up to a scheduled appointment simply because they are too nervous to reschedule. They may not want to deal with a lengthy email exchange, much less wait on hold with your receptionist. 

Nip this in the bud with software that makes it easy for a client to reschedule their own appointment. Even if it doesn’t cut down on cancellations, such a system will, at the very least, save you time. 

Use Rewards to Your Advantage 

Reward any client who regularly shows up on time for their appointments. There are plenty of creative rewards you can implement, such as:

  • A modest discount or a service credit for a future appointment
  • A quarterly drawing for a gift card
  • Priority scheduling, especially during busy periods

These little perks come at a very low cost to you, but they can really drive home your commitment to punctuality to your customers. 

Missed appointments can mangle your bottom line and throw your schedule for a loop. The good news is, communication, creativity, and education are all you need to keep most clients from throwing in the towel. What’s not to love about that?

Don’t Let These 5 Things Derail Your Digital Meetings

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Don’t Let These 5 Things Derail Your Digital Meetings

Remote work’s cure period has passed. Workers will continue to keep in touch using online meeting services. Even businesses that plan to resume on-site operations will use digital meetings to supplant travel.

Virtual meetings are less expensive. They require less time. They can connect people on opposite sides of the country and around the world instantly.

The permanence of digital meetings means they’re worth getting right. Here’s how to overcome five of the most common dysfunctions: 

Technology Hiccups

Nothing can throw off a virtual meeting like an ad hoc troubleshooting session. Maybe one person can’t figure out how to turn on their video function. Another might sound like they’re calling from inside a tin can.

You can mitigate some of these issues by ensuring everyone on your team has proper equipment. Consider providing microphones or asking attendees to use headsets or earbuds. Go the extra mile by sharing troubleshooting resources for common issues. Just about every digital meeting service provider has tutorials available.

Some technological issues are beyond your control, such as outages and service interruptions. But your attendees can avoid most technology troubles with better tools and training. 

Content Temptations

After tech issues, the greatest challenge of digital meetings is content rabbit holes. To get the most out of your meeting, your attendees need to keep their eyes and ears tuned to the topic at hand. 

Take your cue from entirely remote companies. Calendar, a productivity tool with distributed team, uses a few best practices to cut down on distractions:

  • Keep curious fingers off the keys

Typing keeps you from paying attention to the speaker and distracts others. Instead, take notes the old fashioned way: with a paper and pen. Enjoy the break from your inbox while you can. 

  • Implement a “one window” rule

It’s easy to distract yourself by reading the news or planning tonight’s dinner. During a meeting, however, the only windows you should have open are the video call and the agenda. If you need additional materials, such as slides or notes, have them organized before the meeting but hidden from view.

  • Mute yourself by default

This prevents some of the audio issues that pop up during calls. Plus, it gives more attention to the speaker. This way, you don’t have to worry about dogs barking or your neighbors mowing their lawns causing sound issues.

  • Be clear and to the point

Be clear in your phrasings, and avoid going on tangents. Pause frequently to give attendees time to ask questions and process information. It also avoids the dreaded “sorry, you cut out” that requires you to start from the beginning.

Distracting Backgrounds

To avoid turning your square into a problem spot, make sure you pick a clear, uniform background. Try positioning your camera with a blank wall in the background. If that is not possible, make sure the area behind you is neat. A business call is not the time to show your dirty laundry. 

If possible, arrange to have pets, children, and other members of your household otherwise engaged during your meeting. Early in the pandemic, these cameos were fun; now, not so much.

Cross-Talk

Cross-talk happens. However, it shouldn’t be an every-minute-of-every meeting issue. 

This can be particularly difficult when you have a large number of attendees on a call. To avoid confusion, share an agenda beforehand with speakers clearly spelled out. Use built-in tools, such as the chat menu or hand-raising, to prevent participants from talking over each other. 

Use low-tech techniques as well. Encourage speakers to pause after asking a question. Remind listeners to mute themselves when they’re not speaking. 

Small Talk

This point might sound harsh, but it is critical for optimizing your meeting: Water-cooler conversations should not be teamwide time (and, by extension, dime) sucks.

When you connect with associates or colleagues, it’s human nature to bond. You want to know about their families. You want to rehash last night’s game or who was voted off of the island. But without an eye on your watch, you risk spending half the meeting on small talk. 

Find other opportunities to build camaraderie amongst employees. Create Slack channels or Microsoft Teams groups where employees with similar interests can chat. You could also have a virtual game time or happy hour. 

Meetings aren’t going away, only changing in medium. Don’t wait to master their digital format, or you may find yourself getting sucked into a lot more of them.

6 Virtual-Meeting Dysfunctions to Nip in the Bud

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Even once the pandemic has passed, virtual meetings aren’t going anywhere. When team members return to their offices en masse, they’ll continue to hold digital meetings due to their convenience. 

But just like in-person meetings, you can waste a lot of employee time with virtual meetings. Whether long or short, you need to make sure that every minute of a meeting is worth it. A single hiccup can throw off an otherwise productive meeting. 

Take control of your virtual meetings. Avoid these six dysfunctions in order to keep them on track:

1. Technical Difficulties

At the best of times, technology can be tough to manage. If the meeting’s leader is having issues, the resulting disorganization can derail the entire thing. 

Don’t assume that everyone knows how to use the program. In the meeting agenda, include a tutorial about how to log into the meeting space. Offer alternative ways to attend, such as calling in by phone instead of using video.

Before logging in, cover your bases. Make sure you have a solid internet connection and the latest version of your video conferencing software. Start early to make time for troubleshooting.

2. Poor Speaking Dynamics

During in-person meetings, speaking dynamics tend to be pretty natural. In a virtual meeting, however, even the closest team may struggle to balance listening and speaking. 

Virtual meetings make it more difficult to see cues that indicate someone wants to speak. The trouble is, the most important contributions are often made in the moment. The solution is to designate a facilitator to keep things moving.

A facilitator can take on the following responsibilities:

  • Opening and closing the meeting
  • Reviewing action items
  • Polling the group to check for consensus 
  • Calling on people to give their thoughts
  • Reframing talking points when there is a disconnect
  • Ensuring nobody only speaks or listens 

A good facilitator knows when to step in and when to step back. Natural conversation isn’t the enemy, so long as it’s on-topic and constructive. Choose your facilitator prior to the meeting, ideally through a team vote to ensure the person has everyone’s respect. 

3. Waning Participation

When people attend a meeting in person, they have more incentive to participate. But in virtual gatherings, it’s easy to go unnoticed. People can mute their voices or turn off their screens altogether. 

This is another issue a facilitator can help with. By throwing out a new prompt, he or she can revive discussion if it’s died. It isn’t always obvious to the wider group when it’s time to move on. It’s the role of the facilitator to make those decisions. 

Another solution is to lay out the ground rules before the virtual meeting begins. Discuss the kind of participation that is expected in the meeting. Decide whether people should respond through the chat or audibly. You can also provide a shared document for silent brainstorming.

4. Personal Distractions

When you’re not in the same room during a meeting, distractions can be a big problem. Someone’s child or pet might interrupt them during the meeting. Their computer may make notification sounds that reverberate in the meeting room. 

Personal distractions can quickly become group distractions. Don’t be rude about them, but do address them promptly. Remind everyone of the meeting’s goal, and remember to be compassionate. There’s no reason to get upset if the distraction is one they can’t control. 

5. Too Many People

You could hypothetically fit a whole company into a virtual meeting. But just because you can include the whole team doesn’t mean you should. Huge meetings can be overwhelming for everyone involved.

The only exception? General meetings intended for a specific announcement. But that’s a situation in which you could pre-record your message and let employees watch it on their own time. 

Instead, utilize breakout groups. Convene multiple virtual meetings, perhaps divided along departments or functional groups. Ask the leader of each meeting to report back with the consensus and action items.

6. Unprofessional Aesthetics

Just because a meeting is virtual does not mean it should be unprofessional. Paying attention to your surroundings and personal presentation is key.

To make sure your look doesn’t distract attendees or communicate “I don’t care”:

  • Use a neutral background.
  • Emphasize books or plants around you.
  • Make sure your room is silent.
  • Keep your camera at eye level.
  • Dress as you would for an in-person meeting at your company.

That isn’t to say you can’t have fun on certain video calls, such as team happy hours. With that said, it’s important to distinguish between meetings that call for professionalism and those that let you cut loose a little bit. 

Don’t let digital meeting dysfunctions get in the way. There’s never a good time for kinks, so work them out now. Otherwise, you’ll be dealing with them at the worst time: when the team needs to get down to business. 

Sales Meeting Hacks During COVID

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Has anyone ever been excited about attending a sales meeting? Probably very few. Now try convincing your sales team to get pumped about an upcoming meeting during a pandemic. Talk about being stuck between a rock and a hard place.

Thankfully, you can use the following hacks to ensure that your meetings will be fruitful and worth their time. And, they may actually have a little fun and look forward to these events during this strange and stressful time.

Sales Meetings 101

It’s a stressful and uncertain time right now. The last thing that you want to is to pile on even more stress onto your team member’s shoulders. That’s why you need to do a little planning and preparation in advance before scheduling a meeting.

If you don’t think that meetings have been stressing your team out, think again. Between getting pulled away from their work, the fear of public speaking, and experiencing technology problems (this accounts for 90% of meeting stress), it’s easy to understand why so many people dread meetings.

To relieve this stress, you need to make sure that all meetings aren’t just necessary — but also productive. You will assure a session is productive by:

  • Setting a single goal or objective for the meeting.
  • Designating a meeting leader, time, date, and location.
  • Setting a time limit and keeping it short — preferably around 30-minutes.
  • Inviting the right amount of people — ideally around seven attendees.
  • Addressing tech issues before the meeting.

Does this preparation seem like a tall glass to fill? Your preparation is not only possible but beneficial if your meeting contains the four elements of a successful meeting.

Use a standardized agenda.

An agenda lets participants know exactly what to expect. It’s the foundation of any productive meetings as it contains the following components:

  • A header that identifies who’s calling the meeting, assembling the body, type of meeting, date and time, start and end time, and location.
  • Key objective that answers two crucial questions. Why are we meeting? And, what do we hope to accomplish?
  • The topics that will be discussed — limit this to 5. If you want to get your team more involved, ask for their input on what they want to be covered. Milestones, pipeline updates, obstacles, monthly targets, noteworthy insights, and what your competitors are doing are solid topic ideas.
  • The meeting work plan. Also called the agenda body, this is everything that will be discussed and in what order. Always start with your most time-sensitive or urgent matters.
  • Allocate the right amount of time to each topic.
  • At the conclusion, make sure you follow-up with the attendees by distributing minutes and assigning responsibilities.

The agenda should always be sent to invitees a day or two in advance so that they have time to prepare.

Provide value.

You want your team to walk away with valuable information that they can use to close more deals. Examples would be training, customer feedback, or the latest news or trends influencing your business.

Team participation.

Don’t bore your team. Keep them engaged by adding some interactivity to it. Ideas would be answering questions, playing games, or breaking your team into groups and having them answer questions.

Also, include use data visualization. It’s more efficient, allows everyone to focus on what’s important, and helps attendees make faster decisions.

Be consistent.

More then ever, we’re striving for normalcy. And, routines and rituals can provide that since they give us certainty. Think of rituals as actions with meaning or emotion attached to them,” Tonya Dalton, a productivity expert, told Healthline. “Rituals keep our day moving along but are infused with joy, pleasure, or positive emotion.”

What does this have to do with meetings? Well, if they’re recurring, then make sure that they take place on the same day and time.

Super-special bonus element: Make your virtual meetings rock!

As of this writing, you have no other choice but for the location of your sales meeting to be remote. So, pass along the following tips so that your virtual meeting will be productive and professional.

  • Work from a quiet, carpeted room.
  • Use a neutral background and have good lighting. But, if it’s within reason, encourage attendees to have some fun and change their backgrounds digitally.
  • Have the meeting on a laptop and not your phone.
  • Test the technology before the meeting, as well as your mic and camera.
  • Raise your webcam to eye-level.
  • “Make the conference application as small as possible and position it adjacent to your computer’s camera,” suggests Joseph Liu on Forbes.
  • Always dress like you’re in a real, professional meeting.
  • Turn off all notifications during the meeting.
  • Look at your camera, not screen, when talking, and mute the mic when you’re not.
  • Avoid multitasking.
  • Learn videoconferencing tricks, such as these six tips about Zoom that Calendar Co-Founder shared on Entrepreneur. If you use Teams, here are 25 gems over at Medium.

Shake Up Your Sales Meetings

Even though you want to give your team consistency, you also don’t want them to get into a rut. That’s why you should occasionally switch things up. It will keep your team engaged, motivated, and will give them something to look forward to.

If you need some creative ideas, Salesforce has the following 6 suggestions:

  • Pump up the volume. “Ask a different team member before each meeting to share a track that gets them particularly motivated or energized before they begin their first outreach to customers in the day.”
  • In the news. Open the meeting “with a brief overview of the trends or stories that stand out, and discuss what they might mean for what the sales team needs to do in terms of approaching customers and prospects.”
  • We shall overcome. Your meeting is the perfect time to provide your reps with strategies and tactics. Or, “even additional information they can use to persuade customers to think differently about whatever’s stopping them from making a purchase.”
  • Sell me this pen. Close your meeting with a fun role-playing exercise where team members must pitch for something like, well, a pen.
  • Here’s what I noticed. When recognizing your reps, outstanding work “be specific about the behaviors and actions that demonstrate a real effort to provide value to customers or the organization.”

Need some other ideas? Well, you could have a meeting with colleagues from departments or experts to expand your rep’s knowledge and skillset.

Another idea would be to have goal-setting sessions. And, you can never go wrong with meetings helping your team overcome roadblocks, reviewing metrics, sharing prospect feedback, and sharing company information.

Because the word “meeting” is often associated with negativity, you could even call these events by a different name. Examples could be:

  • Calling your recurring meetings “team cadence,” “daily huddle,” or “weekly meetup.”
  • Instead of a status update, try “progress check.”
  • A one-on-one could be referred to as a “coaching session.”
  • You could use a “brainstorming session” when generating ideas.
  • For problem-solving, try “root-cause resolution.”
  • Training meetings could be titled “skills certification.”
  • When making an announcement, use “press briefing.”

Use Sales Meetings to Boost Morale and Motivation

“Psychological experiments have shown that the way a meeting starts, sets the tone for the whole meeting,” says Alexandar Kjerulf, aka the Chief Happiness Officer. “Start the meeting with complaints, problems, and mutual blame, and that’s what you’ll get.”

However, if the meeting has a more positive vibe, they will be more engaging and fun. That’s why Kjerulf suggests that you kick-off each meeting by asking participants “to briefly (= less than 30 seconds) share something positive.” Examples would be sharing successful sales stories, asking what they’re grateful for, or telling an exciting or funny story.

You can also use sales meetings to boost your team’s morale by:

  • Recognizing your team’s hard work and dedication and thanking them for all that they do.
  • Let your team members show off their unique skills and help them enhance their existing skillsets.
  • Prioritize time with each team member so that you can find out their personality traits. Knowing this allows you to customize meetings and rewards.
  • Remind them of their purpose. Research from Dr. Valerie Good of Michigan State University shows that purpose is the primary source of motivation in sales. “Instead of focusing on financial payouts for sales personnel to perform better, concentrating on meeting the intrinsic needs of salespeople can lead to better objective performance outcomes.”
  • Always be honest and transparent with them — even if it’s not good news.

Harness the Power of AI

“Artificial intelligence, which consists of natural language processing, machine learning, and bots, is still in its early stages,” explains Calendar Co-Founder John Hall. “We’re already witnessing its influence in areas like scheduling. Take intelligent calendars as an example. By using machine learning, they can “suggest when and where a meeting should occur after reviewing past invites. You can also create a new event just by speaking into your smartphone.”

That can be a game-changer right now. Instead of going back-and-forth with the team, who currently are juggling not only their work but also home responsibilities, a smart calendar could determine that 1 p.m. is an ideal time.

We may not be there just yet, “but AI can record meetings and transcribe and email notes after they’ve concluded,” adds Hall. That information could be used for future reference and replace having someone keep minutes. “It can make smart suggestions on the invitees and documents needed” and “automatically assign tasks and meeting roles.” AI “may even be able to read the room so it can make suggestions on how to keep specific attendees engaged.”

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