We use another “smart list” in our meetings that automatically shows us all the open action items from previous meetings. In your next meeting, walk through any open action items and make sure they’re up to date. Review open action items in the next meeting. List each person’s action items from the meeting right at the top, so even if they didn’t show up, they can see those deliverables for which they’re responsible. We use a “smart list” in the final agenda item to automatically pull up all the action items, which helps everyone remember to complete this review before leaving the meeting. Review the action items before we end the meeting Make sure that everyone understands the action item as written and confirm that the due dates make sense. In Lucid, you can make any note an Action Item, and give it an owner and due date.
Tracking Deliverables Assigned in Meetings Do we need to postpone an hour, or find another day?” Sorry to waste everyone’s time like this - but let’s keep it short and find a time that will work. This doesn’t happen to us too much anymore, but when it did, we’d say something like: “It looks like we didn’t all have time to prepare for this conversation, and rather than try to force our way to a decision we’re not ready to make, let’s reschedule. You can’t always do this, especially with clients, but when you can it helps a lot. To combat that, Lucid Meetings automatically sends reminders each morning, and then again 10 minutes before a meeting starts, which help people remember they need to prepare by keeping these instructions fresh in their minds.Ĭut the meeting short and/or cancel it if people don’t prepare. Too far in advance and people will procrastinate and forget the instructions. Send the invite no more than 1 week in advance, unless it’s a really complicated meeting. These appear at the top of the meeting invitation so people know what’s expected. Send preparation instructions in the email invitation. When you begin to collaborate more, this also gives you a way to “crowdsource” important meeting topics from your team. At a minimum, this makes it easy for people to add reports to the meeting. Set up our meetings so everyone can contribute to the agenda.Required preparation: things people need to do before a meetingįor the required preparation deliverables, we:.We look at 2 types of meeting deliverables: With that said, here are some general pointers below - hopefully it’s a helpful start! Wow, that’s a big question, so here’s a big answer!īefore we get into the specific, let me say up-front that it definitely depends on the kind of projects you run and how meeting-savvy your team is, and we’re always available to meet with people who’d like to talk through their situation. So, we thought it would be valuable to share our answers with everyone here. This is a great question one that every group should ask themselves.
What have you found to be the best way to track meeting deliverables and analyze efficiency / value added during meetings? Recently we received this question from a Lucid Meetings customer.
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