EFFECTIVE MEETINGS SCORECARD

Number 1-3 (Your company meetings get requested by anyone for any reason.)

Number 4-6 (You’re not very careful when selecting who should attend, or what to cover. You rarely think through the Agenda at all.)

Number 7-9 (You’re careful about who you request and the amount of time we book. You don’t tell Attendees the Agenda in advance.)

Number 10-12 (Your meeting requests always include: Purpose, Outcomes, Agenda and Prep if required.)

Number 1-3 (You don’t ever send Prep Work out to Attendees.)

Number 4-6 (You occasionally send Prep Work to Attendees before the meeting. You rarely mention Prep Work when booking the meeting and requesting attendance of others.)

Number 7-9 (You often send Prep Work to Attendees and if needed it’s given when booking the meeting itself.)

Number 10-12 (You assign Prep (if needed) as part of the standard thought process in setting meeting Agendas and requesting people to attend.)

Number 1-3 (Your attendees show up when they’re ready and sometimes need to be called to remind them to attend. You’re always starting late and running overtime.)

Number 4-6 (You sometimes start on time out of luck. You sometimes run over time. You sometimes book meetings for way longer than is actually needed so you end earlier than planned.)

Number 7-9 (You are pretty good about starting on time. The CEO and some VPs are often late because “they’re busy”. You’re pretty good about following the Agenda but could be better.)

Number 10-12 (Your meetings always start exactly on time and Attendees are there 5 min in advance. Your meetings always end 5 Min early so you can show up on time for your next meeting or phone/Zoom calls.)

Number 1-3 (Your employees are all pretty much on their phone or laptop email during meetings. Your CEOs is even distracting in meetings. And you have team members who highjack the Agenda.)

Number 4-6 (Your employees are only on their phones occasionally. You only have a few people who are overly distracting. You usually only end up discussing a couple items that aren’t on the Agenda.)

Number 7-9 (Your employees don’t use phones but their alerts going off are sometimes distracting. You’ve done a good job at telling Attendees you can’t discuss random items not on the Agenda.)

Number 10-12 (Your employees ALL check their phones the door (including the CEO’s) before the meeting starts. A Moderator controls Attendees and distractions. You use a Parking Lot to write down items to discuss later that aren’t on the Agenda.)

Number 1-3 (What’s an Agenda? You just show up for meetings and they go all over the place based on unorganized leaders.)

Number 4-6 (You sometimes have an Agenda. Your Agendas if you have them aren’t really in writing.)

Number 7-9 (You always have an Agenda, but you don’t stick to it and get distracted often.)

Number 10-12 (You book meetings based on specific the Agenda with times selected for each Agenda item. During meetings you stick to each Agenda item and closely watch times.)

Number 1-3 (You’re not even sure what these are, let alone use them. Your team just talks over one another and you rarely get much done in meetings.)

Number 4-6 (You try to use these but often get distracted or off course. You have so many distracting people in your meetings that it’s hard to stay on track.)

Number 7-9 (You use these systems pretty well. You have some people who get frustrated when you try to keep on track and would rather talk about issues, they feel are important right then.)

Number 10-12 (You have a Moderator to keep people on track. You have a Timekeeper who watches the Agenda to ensure you stay on time. You write down items to discuss on a Parking Lot if they aren’t on the Agenda already.)

Number 1-3 (Your leaders invite everyone even last minute to attend meetings. Your employees all show up, but they don’t necessarily all contribute.)

Number 4-6 (You’re not really sure who to invite to meetings but you do try to limit how many Attendees you have. )

Number 7-9 (You’re careful with how many people you invite, but you still feel bad about potentially hurting the feelings of people you don’t invite. Sometimes Attendees leave without having said a word.)

Number 10-12 (You only invite specific Attendees based on the actual Agenda items. Your employees opt out if they feel their other work is more critical. Employees don’t feel “left out” if they aren’t invited. All Attendees actively contribute.)

Number 1-3 (You rarely get stuff done in your meetings, let alone do Attendees leave with specific Action Items.)

Number 4-6 (You’re good at creating action items to do from the meetings, but Attendees often forget to do them later.)

Number 7-9 (Your employees are pretty good at making sure they leave the meeting knowing what they have to do.)

Number 10-12 (You finish every meeting with Action Items & Next Steps – with a simple “Who’s Doing What by When” wrap up.)