Never Start a Meeting Without One of These!

March 2, 2025Leave a comment

Have you ever attended a meeting that lacked focus and direction?

No doubt you thought that was a rhetorical question. More often than not, meetings drift onto strange paths or seemingly hit a dead end. While there are many reasons why this happens, one way to prevent it is straightforward. Never start a meeting without drafting a clear, written agenda.

A vital factor to holding an effective meeting is a pre-planned agenda. In fact, 67% of
respondents in a Flowtrace survey said that having a clear agenda is important to a successful
meeting. It is the responsibility of the person calling the meeting, or the standing committee secretary, to prepare an agenda, ideally for distribution at least a day before the meeting.

Photo by Christina Morillo on Pexels.com

Simple agendas have at the top of the document the committee’s name or subject of the meeting, date
and time, and a bullet point list of items to be discussed. If it is a recurring meeting, the date/time/place of the next meeting should be listed at the bottom. The first item of business is for everyone in attendance to agree on the agenda, with an opportunity to add items as needed. Only after this is done should discussion commence on the items listed.

Agendas may contain specific sections, such as approval of prior minutes, depending on
the official status of the meeting. For example, Governing Boards follow local or state rules in
their operations. This means having roll calls, obeying rules of order, and publishing their
agendas in advance to the public. This ensures proper notice for anyone who wishes to attend.

Therefore, the next time you call a meeting, draft an agenda in advance. No doubt you will find the meeting more productive and quicker to complete, resulting in greater satisfaction and success.

Never Leave a Meeting Without Doing This

January 19, 2025Leave a comment

Imagine a meeting where all the participants are active in the conversation. Great ideas are shared and built upon. Everyone feels excited about the goals discussed. Was that a successful meeting? It could be, so long as something important is done before the meeting is adjourned.

Many seemingly productive meetings end up being for naught if the follow-through is fumbled. To ensure it happens, follow this simple rule.

Never end a meeting without summarizing the decisions and assigning the next actions to move items forward.

Prioritized next actions are the fruits of a successful meeting. When there is uncertainty over who is responsible to do tasks decided upon in the meeting, the risk of inaction is huge. Everyone attending the meeting should be clear on his or her responsibilities before adjournment.

Five key steps to remember:

Write down the specific next actions decided on in the meeting
Assign the task to participants and make them responsible for completing each action
Be clear on the deadlines for each action item
Have a means to share updates on each action completed with the rest of the group
Finally, decide when and where the next meeting will happen if needed

Follow these steps to ensure that your valuable meetings lead to success afterwards.

Don’t Know the Reason for the Meeting? Then Don’t Meet!

December 23, 2024Leave a comment

Have you ever left a meeting with a variation of this question spinning in your head:

“What was the reason for that meeting?”

It is very easy to call a meeting, yet few people consider the organizational impact of these gatherings. By simple logic when people are meeting, they are not doing their regular work. If the meeting does not provide value by its end, the impact on the organization is negative in terms of time wasted and energies drained.

Here are three disheartening statistics found on the website Flowtrace.

71% of meetings are considered unproductive by employees.
45% of employees admitted to feeling overwhelmed by attending too many meetings.
An estimated $37 billion is lost annually in the U.S. due to inefficient meetings.

Therefore, it is important to know the right time to call a meeting. Thankfully there is a simple way to determine if a meeting is unnecessary. It goes like this:

If you are unable to articulate the purpose of a meeting, then a meeting should not be called.

Without clarity of purpose, a meeting is destined to slip into a time sink of wasted words. A tool to get off on the right foot is to fill in the blank below with ten words or less:

The purpose of the meeting is ____________.

If you can’t spell out a clearly stated purpose that anyone in your organization can appreciate, then don’t hold the meeting. According to the Flowtrace article, 72% of survey respondents listed setting clear objectives as important for a successful meeting. Therefore, being clear on the purpose is key to making meetings more impactful and energizing.

So, what is the purpose of your next meeting?

6 Ways to Be More Productive

December 1, 2024Leave a comment

What do experts in efficiency say are the best ways to be productive?

Journalist Emily Laurence reached out to productivity coaches to learn what they recommend to their clients. She summed up her findings in a recent article in GQ magazine titled 6 Ways to Be More Productive and Actually Get Stuff Done. The first piece of advice was to prioritize what needs to be done.

Productivity coach Juli Shulem says that there’s one word she repeatedly hears from all her clients: overwhelmed. When it comes to being more productive, she says that the biggest roadblock is that most people have no idea where to start. So instead of doing anything, they’re paralyzed and do nothing. Can you relate?

So how does one decide where to start? The coach offered this advice.

Shulem says the first step to being productive is getting on paper everything you need to do. This includes both tasks that are immediate and need to be done that day as well as what eventually needs to be done. For big “to-dos” that are farther out, Shulem recommends breaking it down into smaller micro tasks. For example, if you have a big work presentation in three weeks, the micro-tasks could be research, building your deck, and doing a run-through of exactly what you’re going to say.

To learn the other five ways to be more productive, please read the rest of the article.

Three Reasons to Call a Meeting

November 17, 2024Leave a comment

You may have heard the not so old saying: “That was another meeting that could have been an email.”

People detest meetings when they feel unproductive. This is especially true when the reason for calling the meeting is unclear. Based on my experience, there are three major reasons to call a meeting that will keep participants engaged and come to productive conclusions.

1/ Sharing Important Information

Sharing information is a base-line function of all meetings. However, face-to-face is very useful for these types of situations:

Sharing Important/Timely News – Sometimes breaking news must be shared with everyone together at the same time. For example, when an organization is set to issue a controversial press release a quick all hands-on deck meeting may be the fastest way to inform the team in advance and at the same time.
Immediate Q&A – Instead of letting confusion linger, questions about an important or complicated topic can be quickly addressed in a face-to-face meeting. Answers are heard by the entire team at the same time, avoiding repetition.
The “Look Them in the Eyes” Factor – Whenever there is bad or sad news to share or an apology
to be issued, doing so in person conveys respect for the team.

2/ Making a Presentation

While presentation can be sent by email, something might be lost without a presenter to emphasize or clarify items. Presenting in person can improve comprehension and increase engagement in the material. Types of presentations best suited for face-to-face meetings include:

Complicated Items – Presentations can break down complex subjects for easier understanding. In a live situation, the presenter can adjust on the fly to match audience’s perceived understanding and level of engagement.
Clear up Misunderstandings – Presenters can address questions as they come up, allowing the whole group to benefit while the topic is fresh in their minds.
Swaying Opinion – If people need to be convinced on a course of action, face-to-face “sales” type
presentations are preferred. In this format, a presenter is able to access a wide range of public speaking tools to make their case for a course of action.

3/ Facilitating Discussion

Bringing people together creates an opportunity to dive deeply into a topic that non-
synchronized formats cannot duplicate. Talking together in the same room can be very stimulating and help build up a team. Examples of meetings designed for discussion include:

Problem Solving – Coming together in person is often the fastest way to solve a problem. Teammates share different viewpoints and build on each other’s ideas. This can develop innovative ways to resolve issues that could not be thought of individually.
Strategic Visioning – Bringing together people from different parts of the organization for long-
range planning meeting is a beneficial exercise. Small-scale, in-person discussions can surface facts or concerns from across the organization.
Finding Consensus – When a critical decision must be made, face-to-face discussions can be
the fastest way to get the team into agreement. An open discussion allows all parties to share
their concerns and increase the potential to come to a meaningful decision.

If you are considering calling a meeting think about whether it falls into one of these three reasons. Otherwise, start drafting that email.

To Solve a Problem, Take Something Away

November 3, 2024Leave a comment

There’s a funny thing about the human mind when it comes to problem solving. Usually, we look for solutions that add something to the equation, whether it be another resource, person, or strategy. Yet is it easier to solve problems by removing things?

In an article by Diana Kwon for Scientific America, she explores the reason that removing something is a often the more efficient problem-solving strategy. She uses the example of teaching a child to ride a bike.

For generations, the standard way to learn how to ride a bicycle was with training wheels or a tricycle. But in recent years, many parents have opted to train their kids with balance bikes, pedal-less two-wheelers that enable children to develop the coordination needed for bicycling—a skill that is not as easily acquired with an extra set of wheels.

Later in the article she explores research done at the University of Virginia. Observational studies of people solving problems highlighted some interesting patterns.

The researchers first carried out a set of observational studies, assessments without a control group, to see whether this bias existed at all. In one, they asked 91 participants to make a pattern symmetrical by either adding or removing colored boxes. Only 18 people (20 percent) used subtraction. In another, the team scanned through an archive of ideas for improvement submitted to an incoming university president and found that only 11 percent of 651 proposals involved eliminating an existing regulation, practice or program.

Is there a way to guide people to consider removing items rather than adding? Turns out a little nudge in the right direction can do the trick.

The researchers also observed that people were more likely to remove features when they were given more opportunities to consider alternative ways to address a problem: when participants were asked to create a symmetrical pattern by adding or eliminating colored blocks, they opted for removal more often if they were given practice trials than if they had just one chance to tackle the problem. On the other hand, having to simultaneously juggle another task—such as keeping track of numbers on a screen—made individuals less likely to subtract elements to solve the same problem, suggesting that it requires more effort to think up subtractive solutions than additive ones.

Read the full article to learn more about how to consider subtractive solutions.

Don’t Fall into the “McNamara Fallacy”

October 27, 2024Leave a comment

The 21st Century is a time of unlimited data points! Statistics and statical analysis are available for every topic under the sun. Whether it be Sabermetrics in baseball, or detailed demographic political polling of electoral candidates, or the circulation of library books by branch location, numbers are readily available to explore any situation. However, what happens when people rely too much on the data? In that case they may fall into the “McNamara Fallacy.”

In a recent article on the Big Think website, columnist Jonny Thomson explores how we can get so caught up looking at data points that we fail to take into account the bigger picture. He names this the “McNamara Fallacy”.

The fallacy is named after Robert McNamara, the U.S. Secretary of Defense during the Vietnam War, where his over-reliance on measurable data led to several misguided strategies where considering certain human and contextual elements would have been successful.

Thomson goes on to explain why numbers are not the be all and end of analysis.

The “McNamara Fallacy” is not saying that using data is bad or that collecting as much information as you can is wasted time. It’s saying that fixating only on numbers blinds us to the rich stories and subtle details that truly shape experiences, resulting in choices that miss the heart and soul of the situation. If we spend too long looking at spreadsheets and data points, we forget to look around.

To avoid getting caught in the fallacy, Thomson offers a few options to expand one’s viewpoint. The first is digging into details.

In many companies, employee performance is measured solely by quantitative metrics like sales numbers or the number of tasks completed. While these figures provide some insight, often the important information is buried in the details. Let’s imagine two people, Jane and Jack, who need to bring in a client. Last year, Jack secured 20 and Jane 15. Good job, team! But, behind the numbers, there’s more to be seen. Jack’s clients really didn’t like him. He had a sleazy, insensitive manner that was off-putting. Within a year, most of his clients had left. Jane, on the other hand, wooed and won her clients by dint of personality. She cared about the person she met. Her clients all stayed around. So, who is the better employee?

To learn about the other strategies to avoid the fallacy, please read the rest of the article.

Do Our Projects Define Us?

October 20, 2024Leave a comment

What projects do you prioritize with your free time?

Whether we spend the time on entertainment, home maintenance, or personal development, the choice of our personal projects impacts our lives. But do these projects end up shaping the nature of who we are?

Tiago Forte believes that our projects shape our identity. In a recent article on his website, Tiago looks at recent research into the topic, first by explaining exactly what a personal project is according to the researchers.

“Personal projects” by his definition include not just formal ones you might focus on at work, but informal ones as well. Toddlers are pursuing a project as they learn to walk. Lovers are pursuing a project as they fall in love. All the way to the highest reaches of human achievement, like landing on the moon.

The key factors in making them “personal” are that they are personally meaningful and that they are freely chosen, not imposed from the outside. Little’s research has shown that such “intrinsically regulated” projects tend to be more successful and lead to greater well-being than “externally regulated” projects.

In fact, Tiago believes that our choice of projects demonstrates who we are at our core.

This is a fundamentally different view of “personality”: We are not limited to a collection of traits fixed at birth, or shaped in childhood. We evolve over time through personally meaningful pursuits we decide to take on. This opens up the possibility that we can purposefully choose the ways we want to change, by choosing projects that give us new skills, perspectives, and ways of thinking.

In other words, by changing what you do, you can change who you are.

To learn more, please visit the Forte Labs website to read the rest of the article.

Tips for Staying Focused While Stressed

October 13, 2024Leave a comment

Are you stressed?

It is common to hear people say that we live in anxious times. Whether this stress comes from politics, relationships, or simply making ends meet, it is easy to lose focus while worrying about life. Yet if we are unable to purposely bring our attention to the important things we need to do the stress will only build. The catch then is to figure out how to focus when stressed.

Scott Young has looked into the problem and recently published an article titled 5 Tips for Staying Focused (When You’re Stressed). If you are looking for ways to help yourself move forward when things seem tough, then you will enjoy his insights. The first one is a bit philosophical. Scott suggested applying Socratic questioning to our reflexive thoughts.

Cognitive behavioral therapy (which I review in-depth here) is the gold standard for psychotherapy for anxiety disorders. A basic tenet of this therapeutic approach is that a combination of situational factors and our background beliefs triggers automatic thoughts. If you’re stressed, those thoughts often fixate on potential dangers that are out of proportion to the actual risks.

Photo by RDNE Stock project on Pexels.com

So how do we change our thought patterns?

One way to break this cycle of anxiety spurred by reflexive thoughts is to question the content of those thoughts. Notice a thought you’re having, and give yourself some reasons it might be true and some reasons it may not be. Ask yourself if you think it’s 100% true, 0% true, or somewhere in-between.

Questioning our reflexive thoughts can help stop irrational behaviors we often fail to interrogate.

Learn the other four ways to stay focused while stressed by reading the rest of Scott’s article.

Efficient Librarian

Exploring the Intersection of Efficiency and Librarianship

Category: Decision Making