Unit II: Meeting and Boardroom Protocol: Guidelines For Planning A Meeting
Unit II: Meeting and Boardroom Protocol: Guidelines For Planning A Meeting
Corporate Meeting
Meetings are an important part of corporate where employees sit together on a common
platform, exchange their views and opinions and reach to a solution benefitting the
organization and mutually acceptable to all.
Effective Meeting
This occurs when people leave a meeting feeling energised, positive about the use of
their time and with a sense that progress has been made. Effective meetings can assist
you to generate ideas, plan work, keep your people informed and assist with doing work.
Guidelines for Planning a Meeting
Decide If You Really Need a Meeting
First, decide if planning a meeting is really necessary. We often think a formal meeting
is the best way to share information or have a discussion. But if your news can be
delivered via email or conference call, or just by rallying a few people in your office
for 15 minutes, then it's probably a good idea to skip the formal meeting altogether.
Determine the purpose
There are many reasons to have a business meeting: reviewing a budget, coming up
with sales goals, introducing a new promotion, or a combination of all three. Once
you know the purpose of the meeting, you can determine who needs time on the
agenda. You should also determine the size of venue you need for the meeting. A
conference room may be enough room, or you may need to schedule a bigger room
depending on the purpose of the meeting.
Guidelines for Planning a Meeting
Have an Agenda
To plan effective meetings, you should first decide what will be discussed. What is the objective of the meeting?
What are you seeking to accomplish? Develop a meeting agenda ahead of time and distribute it to attendees.
Indicate the start time and include a short list of topics to be addressed. Don’t bog down your own meeting with a
lengthy, overly detailed agenda. Indicate by name any individuals who will be responsible for reporting on a
specific area.
Remember, this is important for those attending, but also for you, too. When you set out your agenda, you'll be
better able to stay on topic.
Once the agenda is finalized, email it to those attending the meeting. If it is a big conference, preparing copies of
the agenda to hand out may be appropriate.