Streamlining Meeting Processes

Anyone else suffer from meeting overload? It’s a big deal. Simply put too many meetings means less time available for actual work, plus constantly attending meetings can be mentally draining, and often they simply are not required to accomplish the agenda items. At the same time sometimes it’s unavoidable. No matter where you are in your career, here are a few ways that I tackle this topic so that I can be my best and hold myself accountable to how my time is spent. I take 15 minutes every Friday to look at the week ahead and what is on my calendar. I follow these tips to ensure what is on the calendar should be and that I’m prepared. It ensures that I have a relevant and focused communications approach, and enables me to focus on optimizing productivity, outcomes and impact. 1. Review the meeting agenda. If there’s no agenda I send an email asking for one so you know exactly what you need to prepare for, and can ensure your time is correctly prioritized. You may discover you’re actually not the correct person to even attend. If it’s your meeting, set an agenda because accountability goes both ways. 2. Define desired outcomes. What do you want/need from the meeting to enable you to move forward? Be clear about it with participants so you can work collaboratively towards the goal in the time allotted. 3. Confirm you need the meeting. Meetings should be used for difficult or complex discussions, relationship building, and other topics that can get lost in text-based exchanges. A lot of times though we schedule meetings that we don’t actually require a meeting to accomplish the task at hand. Give ourselves and others back time and get the work done without that meeting. 4. Shorten the meeting duration. Can you cut 15 minutes off your meeting? How about 5? I cut 15 minutes off some of my recurring meetings a month ago. That’s 3 hours back in a week I now have to redirect to high impact work. While you’re at it, do you even need all those recurring meetings? It’s never too early for a calendar spring cleaning. 5. Use meetings for discussion topics, not FYIs. I save a lot of time here. We don’t need to speak to go through FYIs (!) 6. Send a pre-read. The best meetings are when we all prepare for a meaningful conversation. If the topic is a meaty one, send a pre-read so participants arrive with a common foundation on the topic and you can all jump straight into the discussion and objectives at hand. 7. Decline a meeting. There’s nothing wrong with declining. Perhaps you’re not the right person to attend, or there is already another team member participating, or you don’t have bandwidth to prepare. Whatever the reason, saying no is ok. What actions do you take to ensure the meetings on your calendar are where you should spend your time? It’s a big topic that we can all benefit from, please share your tips in the comments ⤵️ #careertips #productivity #futureofwork

𝐇𝐨𝐰 𝐨𝐟𝐭𝐞𝐧 𝐝𝐨 𝐰𝐞 𝐞𝐧𝐭𝐞𝐫 𝐚 𝐦𝐞𝐞𝐭𝐢𝐧𝐠, 𝐩𝐫𝐞𝐩𝐚𝐫𝐞𝐝 𝐟𝐨𝐫 𝐚 𝐡𝐞𝐚𝐥𝐭𝐡𝐲 𝐝𝐢𝐬𝐜𝐮𝐬𝐬𝐢𝐨𝐧, 𝐫𝐚𝐭𝐡𝐞𝐫 𝐭𝐡𝐚𝐧 𝐫𝐞𝐯𝐢𝐞𝐰𝐢𝐧𝐠 𝐭𝐡𝐞 𝐝𝐞𝐭𝐚𝐢𝐥𝐬 𝐢𝐧 𝐭𝐡𝐞 𝐦𝐞𝐞𝐭𝐢𝐧𝐠 𝐢𝐭𝐬𝐞𝐥𝐟? 𝐖𝐢𝐭𝐡 𝐭𝐡𝐞 𝐚𝐦𝐨𝐮𝐧𝐭 𝐨𝐟 𝐦𝐞𝐞𝐭𝐢𝐧𝐠𝐬 𝐭𝐡𝐚𝐭 𝐭𝐚𝐤𝐞 𝐩𝐥𝐚𝐜𝐞, 𝐢𝐭 𝐢𝐬 𝐞𝐬𝐬𝐞𝐧𝐭𝐢𝐚𝐥 𝐭𝐨 𝐦𝐚𝐤𝐞 𝐬𝐮𝐫𝐞 𝐭𝐡𝐞𝐲 𝐚𝐫𝐞 𝐭𝐫𝐮𝐥𝐲 𝐚𝐝𝐝𝐢𝐧𝐠 𝐯𝐚𝐥𝐮𝐞. During my stint as Group Medical Director with Dr Lal Path Labs, I was introduced to the concept of a pre-read. Anyone scheduled to speak should share the slide deck with relevant information as a pre-read with all the attendees. This allows for everyone to know the context in advance, giving time to review the details and build their point of view, allowing for a healthy discussion, rather than understanding the contents during the presentation. Taking into account this simple philosophy, here's how I suggest 𝐦𝐚𝐤𝐢𝐧𝐠 𝐚𝐧𝐲 𝐦𝐞𝐞𝐭𝐢𝐧𝐠 𝐧𝐨𝐭 𝐣𝐮𝐬𝐭 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐢𝐯𝐞, 𝐛𝐮𝐭 𝐝𝐨𝐰𝐧𝐫𝐢𝐠𝐡𝐭 𝐭𝐫𝐢𝐮𝐦𝐩𝐡𝐚𝐧𝐭. 1. 𝐒𝐭𝐚𝐫𝐭 𝐚𝐧𝐝 𝐞𝐧𝐝 𝐭𝐡𝐞 𝐦𝐞𝐞𝐭𝐢𝐧𝐠 𝐨𝐧 𝐭𝐢𝐦𝐞: Arriving 5 minutes before the start of the meeting allows the meeting to start on time and also time to address any tech glitches that could come up in making the presentation. 2. 𝐏𝐫𝐞-𝐑𝐞𝐚𝐝 𝐌𝐚𝐭𝐞𝐫𝐢𝐚𝐥: Consider sharing pre-read materials or literature related to the agenda which ensures that all participants have the chance to do their homework, and come prepared with thoughts, notes, & ideas, making the meeting more focused & effective. 3. 𝐁𝐞 𝐑𝐞𝐚𝐝𝐲 𝐭𝐨 𝐏𝐚𝐫𝐭𝐢𝐜𝐢𝐩𝐚𝐭𝐞: Interactive meetings where all participants contribute makes for a healthier discussion. 𝐈 𝐨𝐟𝐭𝐞𝐧 𝐬𝐭𝐚𝐭𝐞 𝐭𝐡𝐚𝐭 "𝐧𝐨 𝐨𝐧𝐞 𝐢𝐬 𝐚𝐬 𝐬𝐦𝐚𝐫𝐭 𝐚𝐬 𝐚𝐥𝐥 𝐨𝐟 𝐮𝐬!" 4. 𝐓𝐡𝐞 𝐀𝐫𝐭 𝐨𝐟 𝐓𝐚𝐤𝐢𝐧𝐠 𝐍𝐨𝐭𝐞𝐬: It's not about scribbling down every word like a court stenographer. It's about capturing the non-negotiables, action points, and responsibilities in the moment. Consider them as not just records; they're your treasure map to the 'Aha!' moments that will help you think better and collaborate effectively post the discussion. 5. 𝐌𝐢𝐧𝐮𝐭𝐞𝐬 𝐚𝐬 𝐔𝐧𝐬𝐮𝐧𝐠 𝐇𝐞𝐫𝐨𝐞𝐬 𝐨𝐟 𝐌𝐞𝐞𝐭𝐢𝐧𝐠𝐬: Meeting minutes aren't meant to gather dust in your inbox; they're strategic tools. Break down minutes into bite-sized, achievable steps to ensure that discussions lead to tangible results. 6. 𝐏𝐚𝐮𝐬𝐞 & 𝐑𝐞𝐟𝐥𝐞𝐜𝐭: How often do we jump from one meeting to another in a day? It's crucial to pause and reflect. Take a few minutes after the meeting to ponder on the discussed topics. Immediate reflection eliminates confusion and clutter, providing clarity when circling back to the key points. How do you approach meetings to ensure maximum productivity and efficiency? I would love to hear and learn from your insights. #preread #productivemeetings #DrSanjayArora

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?

“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?

$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.

I've sat in 2,000+ leadership meetings. And I can tell you exactly why most of them fail. But more importantly - I can show you how the best ones generate $100K+ in value in under 90 minutes. The framework that changes everything: 1. The 5-Minute Segue Slide • First 5 minutes: break the ice 🧊 • Have a little fun- what did everyone have for breakfast? • Set the tone for the meeting. 2. The 5-Minute Scorecard Sprint • Choose 3-5 important numbers to track. • Report on them- off track/on track. • Off track = issue. Talk about it. Solve it. 3. The 5-Minute Rock Report • Choose 1-3 90-day priorities for team members. • Report on them- off/track/on track. • Off track = issue. Talk about it. Solve it. 4. The 5-Minute Headliner • First 5 minutes: Get updates from the team. • Out-of-office reminders. Quick Client wins. Company-wide reminders. • No frills, just updates. 5. The 5-Minute To-Do Tally • To-Dos are commitments. • Hold your team accountable and get it done. • Success looks like 90% to-do completion each week. 6. The 60-Minute Issues Solving Session • This is the meaty part. • Pick the MOST important company issue. • Talk about it. Find the root. Solve it. • "Solved" looks like an actionable to-do (that fixes the issue for GOOD.) 7. Conclude • Recap your to-dos. • Check in with the team on morale. • Rate the effectiveness of the meeting 1-10. • Success is 10s across the board (enthusiastically from every team member.) Real-world example: → Sales team couldn't close deals fast enough → Used this framework → Found bottleneck in proposal process → Simplified approvals → Result: Closed $180K deal in 48 hours instead of 2 weeks The secret? This isn't just about meeting efficiency. It's about solving issues for the greater good of the org. Remember: Every minute in a meeting costs money. Make those minutes generate money instead. -- Want more frameworks like this? ✉️ Subscribe to my newsletter for exclusive insights: https://lnkd.in/gGxR5nFU ♻️ Reshare to help an entrepreneurial leader save time and money

Unproductive meetings cost businesses $37 million a year. Here's what top CEOs say about making every second count: 🕒 Set a Clear Time Limit ↳ Jeff Bezos caps meetings at 30 minutes ↳ Steve Jobs aimed for 15-minute stand-ups ↳ Brevity forces focus and efficiency 📋 Require Pre-Meeting Prep ↳ Stripe's Patrick Collison mandates pre-reading ↳ Google's Sundar Pichai expects data review beforehand ↳ Preparedness eliminates time-wasting explanations 👥 Limit Attendees ↳ Apple's Tim Cook invites only essential personnel ↳ Amazon removes extra chairs to discourage stragglers ↳ Fewer people means faster decisions 🎯 Start with Clear Objectives ↳ Facebook's Mark Zuckerberg lists goals upfront ↳ Netflix's Reed Hastings shares agendas 24 hours prior ↳ Clarity prevents aimless discussions 📱 Ban Devices ↳ Microsoft's Satya Nadella prohibits laptops and phones ↳ Slack's Stewart Butterfield enforces a "phones down" policy ↳ Undivided attention boosts engagement 🗣️ Implement the "Silent Start" ↳ Square's Jack Dorsey begins with 10 minutes of silent reading ↳ LinkedIn's Jeff Weiner uses this for thorough document review ↳ Ensures everyone is on the same page ⏱️ Use a Countdown Timer ↳ YouTube's Susan Wojcicki displays a visible timer ↳ Keeps discussions focused and on-track ↳ Psychological urgency improves efficiency 📊 End with Clear Action Items ↳ Asana's Dustin Moskovitz assigns tasks in real-time ↳ Zoom's Eric Yuan follows up with email summaries ↳ Accountability drives results 🔄 Regularly Assess Meeting ROI ↳ Shopify's Tobi Lütke calculates cost per meeting ↳ Basecamp's Jason Fried encourages "calendar bankruptcy" ↳ Ruthlessly cut unproductive recurring meetings 🚶♂️ Consider Walking Meetings ↳ Facebook's Mark Zuckerberg favors one-on-ones while walking ↳ Improves creativity and reduces formality ↳ Perfect for brainstorming sessions Transform your meetings from time-wasters to productivity boosters. Which tip will you implement first? Share below!

In April I sent a company-wide note with the subject line “I hate meetings.” Unsurprisingly, it’s our most-read internal communication to date. My message was simple: meetings can be incredibly effective when done right, but we’ve all adopted some bad habits when it comes to using our time – and our colleagues’ time – wisely.   After soliciting feedback from colleagues around the world through polling, group discussions and direct outreach, I shared our first round of meeting-focused updates:   ✔ Default meeting lengths in Outlook would now be 20- and 40-minute blocks, as opposed to 30 and 60 minutes. ✔ Pre-reads should be utilized more, prepared in a thoughtful way and sent at least 24 hours in advance. ✔ Even when the purpose of a meeting is clear, agendas matter! We should get in the habit of creating clear and concise agendas for all meetings, regardless of length. ✔ Less technical, but just as important: when considering a meeting, ask yourself – can this be done another way (e.g., e-mail, phone call, walk down the hall for an in-person discussion)? If a meeting is required, when considering participants ask yourself who really needs to take part. In the first month, total meetings per week dropped by ~1,800, and total audio minutes per week dropped by ~15%; that’s 282,280 minutes, or more than 4,700 hours. Stating the obvious, that’s rapid culture change. And while things have normalized a bit (at least, until our next round of updates), we’re still seeing a downward trend. Are these groundbreaking ideas for how to become a more efficient and effective organization? No, but they don’t have to be. Sometimes it’s as simple as 1) reminding people that we don’t have to operate a certain way because “that’s how we’ve always done things,” and 2) encouraging ownership of our time, the most valuable commodity we have. #CompanyCulture #TimeManagement #WorkSmarter

Ready to ditch decision-less meetings? Start by getting everyone on the same page…literally. Our meetings begin by silently reading a Confluence page (cameras off). Meeting participants comment with feedback and raise discussion points. Once we’re done reading (~5-10 minutes), the majority of the meeting is dedicated to meaningful discussion and decision-making. We conducted an experiment where we taught Atlassians how to write a clear, audience-focused page and facilitate meetings with them. We found: 85% of page-led meetings achieved their goal 29% more attendees felt energized They were more efficient and inclusive Link in comments to learn how try this with your team 👇