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TEAMWORK

Meeting Check List
   From High Performance Teamwork and Quality training courses

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For Optimum Closure and Commitment

To achieve optimum closure, consensus, and commitment on any number of issues, use the following check list to prepare for a meeting. Press File Print Frame to receive two pages. Feel free to distribute as many as you need.

1. When calling a meeting, decide:
• What's the purpose?
• What will a successful outcome look like?
• Who must attend to reach the outcome?

2. Always circulate a clear agenda to help people prepare. Your agenda should include:
• A brief description of each item and time allotted.
• What the close on each item will be (open discussion, report, decision, follow-up.
• Any special preparation needed.

3. Clear meeting roles help produce an optimal outcome. Each meeting should have:
• A facilitator.
• A scribe.
• A timer.
• A closer.

4. Meetings are tools to solve business problems. The key steps in reaching closure with consensus and commitment are:
•  Identify the problem/issue.
•  Create a recognizable goal.
•  Elicit all ideas and innovations.
•  Devise strategic plans for resolution.
•  Create timelines and accountabilities.
•  Handle slippage proactively.
•  Acknowledge closure and celebrate your success.

5. A meeting write-up should be a short document of accomplishment. Try to include:
•  A summary of progress made on each item.
•  Any team decisions made.
•  Any accountabilities drawn and their timelines.
•  Any other carry forward items for your next meetingAgenda, time and place for your next meeting if possible.
•  Agenda, time and place for your next meeting if possible.

6. A meeting audit can help improve the meeting process. This sheet can become a checklist for the meeting audit. Substantively, you will build a positive meeting climate if:
•  Everyone feels included and invited to participate.
•  Communication is solution oriented.
•  Pretended commitments are avoided.
•  Each item is closed in some form.
•  People generously acknowledge each others' contribution.
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or leadership training seminars in California or your own state/country
email info@learningcenter.net .

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