Meeting Agenda Optimization

The FOCUS™ Method to maximize meeting output. My Executive #Meeting Management technique. I facilitated a three day training and meeting management came up. We shared the SHARK Method but I also use “FOCUS” to maximize meeting especially with executives. Executives do not want “another meeting.” They want clarity, speed, and results. FOCUS is built for that. 🪀 F — Frame the Value • Begin with why this meeting matters. • State the strategic link: “This discussion directly impacts our ability to hit Q4 growth targets.” • Frame outcomes in terms of value acceleration, risk reduction, or opportunity capture. Why execs care: They instantly see the cost/benefit of their time investment. 🪀 O — Own the Agenda • Keep the agenda tied to decisions, not updates. • Explicitly assign owners to each agenda point: “John, walk us through the options. Maria, weigh in on risk.” • Ban “tour guide” updates; circulate dashboards in advance. Why execs care: They don’t want to watch presentations—they want to test thinking, make calls, and move forward. 🪀 C — Cut Distractions • Deploy a “red flag” rule: if discussion veers off-strategy, anyone can call “Flag”. • Park tactical items in a digital lot (handled offline). • Prioritize issues by value at stake, not by who speaks loudest. Why execs care: Protects their bandwidth. Meetings stay high-altitude, not dragged into weeds. 🪀 U — Unlock Decisions • Every agenda item must end with a decision: approve, reject, defer, or assign. • If not, ask: “What’s the barrier to deciding?” • Use real-time voting/polling if needed to accelerate consensus. • Document decisions visibly as they’re made (shared screen, whiteboard). Why execs care: It transforms meetings from discussions into engines of execution. 🪀 S — Seal with Next Steps • Close by summarizing 3 outputs only: 1. What we decided. 2. Who owns it. 3. By when. • Publish the decision log within 30 minutes. • End on the ROI: “This meeting unlocked $2M in value protection by clarifying X.” Why execs care: It leaves no ambiguity, no follow-up meeting sprawl, and ties back to results. Why FOCUS™ Gets Executive Attention 🪀 It respects time (short, sharp, strategic). 🪀 It centers value (always framed around outcomes, not process). 🪀 It builds accountability (owners, deadlines, visible decisions). 🪀 It creates momentum (decisions flow into execution immediately). #FolaElevates #projectmanagement #productivity #changemanagement #leadership #Meetingmanagement

Everyone hates meetings because they’re the default, not the decision. ⏳ We pile people in a room to “figure it out,” with no owner, no pre-work, and a 60-minute calendar block that magically expands to fill itself. The result? Status theater, meandering updates, and nothing that actually moves. Here’s a simple playbook to make meetings not-awful (and actually useful) 🧰 Ask the killer question first: “Could this be async?” – If yes: write a 1-pager, comment in a thread, or record a quick walkthrough. Only meet if there’s real ambiguity or a decision to make. Define the outcome up front. – By the end we will: Decide X, Generate 3 options for Y, or Commit to a plan for Z. If you can’t write that sentence, you’re not ready to meet. Do the pre-work. – Send a one-pager 24 hours ahead. Start with 5 minutes of silent read so everyone begins at context, not catch-up. Invite fewer people. – 2–5 deciders + 1 scribe beats 12 spectators. Everyone else gets notes or a recording. Shorten the slot. – Default to 15 minutes. Add time only if the agenda demands it. Keep a “parking lot” for off-topic items. Assign clear roles. – DRI (owner), Facilitator (keeps time), Scribe (writes decisions), Approver (one person). Many “approvers” = no decision. Close strong. – End with: the decision, owners, deadlines, and the first next step. Ship notes within 10 minutes while context is fresh. Meeting alternatives to try this week: – Decision doc + comments – Async standup (yesterday/today/blockers) – Office hours block instead of recurring status – Living FAQ/playbook page for repeat questions – Annotated screen recording for walkthroughs Copy/paste “Meeting Brief” template: Goal: Type (Decision / Brainstorm / Kickoff / Retro): DRI: Must-have attendees: Pre-read link: Agenda with timestamps: Exit criteria (how we’ll know it worked): Risks / open questions: Next steps (owner + date): If every calendar invite had an outcome, pre-read, and a DRI, most meetings would be half as long and twice as valuable. What’s one change you’ll try this week?

I helped a COO cut delivery delays by 92% with one focused, 30 minute review a week. But it didn’t start that way. When I first met him, the teams were spending hours a week talking about priorities and alignment. They didn’t need that much time, They just didn’t know any different. Before I begin, a few terms I want you to be familiar with: Big Rocks - These are the most important goals of the week. We specify them, give a good definition of done, go over any questions, and then delegate them. Blockers - Anything that makes our big rocks impossible. These must be cleared ASAP. Openings - Optimizations that come up during our review, and are worth pursuing at this time. If they’re good ideas, but not worth pursuing now, we can still list them without an owner. With those out of the way, here is my condensed agenda for the most important meeting of the week: 1. Review last week Go over each Big Rock with the owner, as well as its status. If it’s still in progress, the owner should have an estimated completion date. If it’s too big to estimate, it’s too big of a rock. Chip it down. If it’s blocked, a fix needs to be identified and assigned with a deadline (more on that later). 2. Decide this week’s big rocks These are high leverage activities that will make everything else you do easier. They should be needle movers, not just busy work. As each is decided, discuss them in enough depth that everyone knows what the ideal outcome is, and how they can help deliver it. Clearly assign one owner to each rock. Confirm that they understand the outcome, and that all their questions have been answered. Document a clear first step so everyone knows how the ball is going to get rolling. 3. Blockers As you’re discussing past and future rocks, blockers will surface. These MUST be documented and assigned with clear deadlines. They should be assigned to the person who can clear them and 80% of the time that should NOT be you. If you’re having blockers assigned to you often, have someone shadow you on them a few times so you can eventually delegate to them. 4. Openings Throughout the discussions, opportunities for optimizations will also come up. These should only be pursued if 1) an attendee (not you) volunteers to take them on, and has the bandwidth to do so, or 2) they clearly tie back to a bigger objective that is already present. These are stretch goals unless they specifically become big rocks. Once they’re agreed on, assign an owner to them along with a clear next step so there’s a push to get the ball rolling. It may take a few times before ownership reviews like this become natural, but they are the single highest leverage activity you can do in only 30 minutes. I’ve even seen good reviews even start to replace the need for some of the other weekly meetings! 📌 Comment “Review” and I’ll send you my complete guide so you can start saving time too!

$36,000,000,000… That’s how much money U.S. businesses waste every year in useless meetings. That’s the equivalent of having 600,000 people each making $60,000 to sit in an office all day and do absolutely nothing. At Process Street, we’ve eliminated 90% of our “useless meeting time” And we made a guide on how we did it… It’s called, How to Run Business Meetings That Aren’t a Complete Waste of Time: 1. have clear objectives EVERY meeting needs a clear, written statement identifying the purpose of the meeting. The same way you hold an employee accountable to goals, you need to hold a meeting accountable to its objective. A good objective of a meeting could be the executive team discussing a strategic change and how to roll it out to the company A bad objective would be a roundtable status update that could’ve been an email. 2. Invite the right people If the meeting is not relevant to someone’s work. They are better off missing the meeting and just doing their work. 3. Stick to the agenda Do not just walk in to a 60-90 minute calendar block and start to casually talk about the objective. That’s a recipe for wasted time. Instead, decide what is going to be discussed in the meeting beforehand, set an agenda, and allot time for each specific item. Send the agenda to people inside the meeting before it begins. If they understand and can visualize the agenda throughout the meeting, it’s WAY more likely the agenda is actually followed. 4. Don’t let it be derailed Most meetings get derailed and off topic, especially when someone starts rambling. Whoever is in charge of the meeting needs to rule it with an iron fist and frankly cut people off if they get off topic. My policy here is to interrupt the rambler first and ask for forgiveness later. It may be a rude thing to do, but every 5 minutes someone rambles could mean 1 hour of wasted time if 12 other people are in the meeting. 5. Start and end on time If you have flex time where people can show up a minute or two late, or the meeting can go a minute or two over to finish the conversation, then you’ll always have meetings where both of those things happen. Just as you would hold the meeting accountable to its objective, hold it accountable to the clock. 6. No distractions Have you ever been in a meeting with someone constantly checking their phone? Or a zoom call where it’s obvious someone is doing emails? Create a 0 tolerance policy for this. Or, if someone believes they can check out of the conversation, they probably should have not been involved in the first place. 7. Create memos Meetings are useless without stated outcomes. Whatever the objective of the meeting was, create a memo with notes on who talked about what, key takeaways, action items, and whether the objective was completed or not. Then, share the memo with everyone who was in the meeting. Follow this process and I promise you'll run meetings 90% better than you currently are.

Have you ever left a meeting wondering why it was even held? Or felt like you’re drowning in back-to-back virtual meetings? I’ll admit—I’ve been there. Early in the pandemic, I tracked my schedule for three weeks: 👉 140 meetings total 👉 46 per week 👉 9+ every single day And here’s the tough part: too many failed to drive results. I remember closing my laptop at night completely drained, asking myself: Was any of that time truly valuable? Since Covid, hybrid work has amplified this. Not being physically seen in the office has created pressure for more virtual meetings—as if “being on screen” equals leadership. But visibility doesn’t equal productivity. 📊 Research backs it up: • Time in meetings has risen 50% since the pandemic. • Employees now spend 22+ hours a week in them. • 71% of meetings are viewed as unproductive. • Only 30–35% actually use best practices. Here’s what shifted things for me: I stopped letting meetings happen by default and started running them by design. Whether leading a Fortune 100 transformation or solving a tough business challenge, the most impactful meetings I’ve experienced are built around 4 questions: 1️⃣ Purpose – Are we informing, deciding, or aligning? The agenda must center on one purpose. 2️⃣ Participation – Who really needs to be there? Balance voices. Share agenda + pre-reads 24 hrs in advance. 3️⃣ Outcomes – What does success look like? Define takeaways, next steps, accountability. 4️⃣ Research – What does the audience need to hear or learn to achieve the purpose? Without connecting content to strategy, meetings fall flat. Done right, effective meetings can cut meeting time by 30%. That’s 5–6 hours back for a manager spending 20 hours a week in them. 🔎 My challenge to you: Track your meetings this week. How many truly answer these 4 questions? Because every meeting is either moving your organization forward—or backward. The choice happens before anyone enters the room.

How I Lead Effective Meetings as a Program Manager at Amazon. Meetings can either be a powerful tool for decision-making or a frustrating time sink. Early in my career, I struggled with unstructured meetings—great discussions but no clear outcomes. One chaotic project, where we held frequent but ineffective syncs, taught me that meetings aren’t just for talking; they should drive action. Here’s how I lead meetings now: 1️⃣ Set a Clear Agenda (and Share It in Advance) Every meeting starts with a structured agenda that includes: ✔️ Objective: What we need to achieve ✔️ Discussion topics: Prioritized for focus ✔️ Attendees: Only those necessary 📌 If an agenda isn’t clear, I challenge whether the meeting is even needed. 2️⃣ Keep Meetings Decision-Oriented Before starting, I clarify: ✔️ What decisions need to be made? ✔️ Who is responsible for next steps? If discussions drift, I refocus: “This is important but let’s table it for a separate deep dive.” This keeps meetings productive instead of open-ended. 3️⃣ Ensure Follow-Through with Clear Recaps A great meeting means nothing if action items aren’t tracked. After the meeting, I send a quick recap with: ✔️ Decisions made ✔️ Action items + owners ✔️ Next steps 📌 I also log action items in a shared tracker to ensure accountability. Bonus: Reduce Unnecessary Meetings Before scheduling, I ask: Can this be solved via Slack, email, or a written update? At Amazon, concise narratives often replace meetings—allowing for more deep work. Final Thoughts A well-run meeting aligns teams, drives decisions, and prevents wasted time. The best compliment I get? “That was one of the most productive meetings I’ve been in.” How do you keep your meetings effective? #Meetings #Productivity #Leadership #ProgramManagement #Amazon

“Let’s have a meeting to talk about meetings,” said no one ever. But maybe we should. A Microsoft global survey found the #1 workplace distraction is inefficient meetings. The #2? Too many of them. Sound familiar? Last week, I led a meeting effectiveness workshop for a team of 15 at the request of their practice leader—who happens to be my husband. His team’s meeting struggles? Rambling discussions, uneven engagement, unclear outcomes, and lack of follow-through. He thought a meeting AI tool might fix it. Nope. AI can help document meetings, but it can’t make people prepare better, participate more, or drive decisions. The fix? It’s not “Have an agenda”. It’s setting the right meeting norms. My husband was hesitant to put me in the late morning slot–worried the team would tune out before lunch. I told him, “Put me in, coach. I’ll show you engagement.” And I did. For 90 minutes, we tackled meeting norms head-on through interactive discussions and small group exercises. Here are 5 norms they worked through to transform their meetings: 1️⃣ 𝗦𝗲𝘁 𝗰𝗹𝗲𝗮𝗿 𝗰𝗿𝗶𝘁𝗲𝗿𝗶𝗮 𝗳𝗼𝗿 𝗵𝗮𝘃𝗶𝗻𝗴 𝗮 𝗺𝗲𝗲𝘁𝗶𝗻𝗴. An agenda is a list of topics. A purpose answers: What critical decision needs to be made? What problem are we solving? Why does this require a discussion? If you can’t summarize the purpose in one sentence with an action verb, you don’t need a meeting. 2️⃣ 𝗕𝗲 𝗶𝗻𝘁𝗲𝗻𝘁𝗶𝗼𝗻𝗮𝗹 𝗮𝗯𝗼𝘂𝘁 𝘄𝗵𝗼’𝘀 𝗶𝗻 𝘁𝗵𝗲 𝗿𝗼𝗼𝗺. Some discussions only need two people; others require a small group or the full team. Match the participants and group size to the topic and purpose.  3️⃣ 𝗗𝗲𝗳𝗶𝗻𝗲 𝘄𝗵𝗮𝘁 𝗮𝗻𝗱 𝗵𝗼𝘄 𝘁𝗼 𝗽𝗿𝗲𝗽𝗮𝗿𝗲. Before the meeting, define the problem or goal. Identify potential solutions. Recommend one. Outline your criteria for selecting the solution(s). Back it up with data or other relevant information. Preparation = productivity. 4️⃣ 𝗔𝘀𝘀𝗶𝗴𝗻 𝗮 𝗳𝗮𝗰𝗶𝗹𝗶𝘁𝗮𝘁𝗼𝗿 𝘁𝗼 𝗺𝗮𝗻𝗮𝗴𝗲 𝘁𝗵𝗲 𝗱𝗶𝘀𝗰𝘂𝘀𝘀𝗶𝗼𝗻. A good facilitator keeps conversations on track, reins in tangents, and ensures all voices –not just the loudest–are heard. Facilitation matters more than the agenda. 5️⃣ 𝗘𝗻𝗱 𝘄𝗶𝘁𝗵 𝗰𝗹𝗲𝗮𝗿 𝗼𝘂𝘁𝗰𝗼𝗺𝗲𝘀. Summarize decisions. Assign action items. Set deadlines. Follow-up to ensure accountability and progress. A meeting without follow-through is just wasted time. The outcome of the workshop? 100% engagement. (One person even admitted she normally tunes out in these things but stayed engaged the entire time!) More importantly, the team aligned on meeting norms and left with actionable steps to improve. Want better meetings? Set better norms. Focus on facilitation. What’s one meeting tip that’s worked well for your team?

If your meeting doesn't have an agenda, it's probably a waste of time. We've all been in meetings where no one really knows why they're there or what's about to happen. Always attach an agenda doc or at least a clear description when you schedule a meeting. Titles like "Project Sync" or "Team Catch-up" don't cut it. A good agenda gives everyone context, shows how to prepare, and ensures the meeting actually moves things forward. Highly unlikely, but if some or all participants review the agenda in advance, the meeting runs smoothly. They come ready with the right information, prepared to contribute instead of reacting on the spot. For you, as the organizer, writing down your questions, objectives, or discussion points also helps. It makes sure you don't forget anything important. Apart from the usuals, this also - Keeps the conversation on track - Pushes the meeting toward clear outcomes - Acts as a record of decisions and action items By the way, it also lets people decide if they really need to attend, or if they can just give input async. That alone saves a ton of wasted time. Most importantly, it shows that you respect everyone's time. You're not pulling people in "just because" you've thought it through and given them a reason to be there. By the way, if you are senior enough, you can even go berserk and be like - no agenda, no meeting. But yes, until then, start setting an agenda in your meeting invites.