There are specific, known and thoroughly researched methods for making sure a meeting works. Once you know and use these techniques, you can spot an amateur's meeting a mile away, and you'll cringe as you watch all the missed opportunities for meaningful conversation and clear results go whistling past.

1. keys to successful
client meetings online
DETAILED AGENDA
Distribute an agenda prior to meeting.
Explain the meeting objective, topics to be covered, and
assign a time limit to each topic.
Facilitator plus note-taker is one role
too many for one person. Running the
meeting is tough enough.
To keep online meetings in focus, summarize
and confirm progress throughout the meeting.
Ensure easy access to meeting docu-
ments in advance. Requirements:
Internet connection
Phone number
2
UNIVERSAL TOOLS
Use technology that is universal and easy
to use. Requirements:
Internet connection
Phone number
1
ACCESSIBLE DOCUMENTS3
MULTIPLE NOTE-TAKERS4
PROGRESS CHECKS5
ACCOUNTABLE
ASSIGNMENTS
6
FOLLOW-UP7
Each of the following has been shown to have a positive
impact on perceived meeting effectiveness:
Using an agenda
Starting and ending on time
Having appropriate meeting facilities
Keeping minutes
Having a chairperson/leader
Meeting tools
that require a
software download
can slow you down!
Software is often incompatible
with network systems and you
look unprofessional when it
doesn’t work.
With a built-in document repository, if
you’ve responded to the invite or
you’re in the meeting, you’ve got the
docs. Period. No excuses.
Sit-down
meetings are
34% longer
than stand-up
meetings,
with no decision-quality
improvement according to a
Psychology Today study
Assign action items and
make individuals
accountable. Include in
the meeting notes and
provide a due date. In
subsequent meetings,
review open and closed
action items.
Survey
respondents were
least successful in
1. keeping meeting discussions
focused and on track
2. starting and ending
meetings on time
Distribute notes immediately after
meeting. Impress clients with your
professionalism by permanently
housing them with other meeting
and project records in a central-
ized, always-accessible “meeting
home.”
TIP:
Multiple
note-takers
provide a more
comprehensive
view of the
meeting.
To learn more visit LucidMeetings.com,
or call 1-503-206-8110
In a survey reported
in Industry Week, 2000
managers claimed that
at least 30% of
their time spent in
meetings was a
waste of time
have standards for
running meetings
Only 55%
of large enterprises
and 36%
of SMBs
are “very satisfied” with
their current meeting tool
54%
of large enterprises
40%
of SMBs