Let's Talk About Meetings

Transcript

1. Effective Meetings Presented by Patrick DiMichele
2. Opening Provide background info. Survey participants. Confirm agenda. Establish roles. Define rules. Begin.
3. Fundamentals Assign pre-work. Keep it brief. Bring props. Turn off gadgets. Move forward. Assign & track to-dos. Stay focused. Be efficient. Avoid group writing. End early.
4. Types of Meetings
5. Types of Meetings Explore Early Listen Would Genesis Open doors Learn “what” Spot obstacles Gain momentum Review Late Lead Should Synthesis Lock doors Defend “why” Beat opponents Get final approval Decide Mid Speak Could Analysis Close doors Explain “how” Choose battles Build consensus
6. Explore Review Decide Process
7. 1. Understand the goals. 2. Ask questions. 3. Frame the problem. 4. Explore possibilities. 5. Yes, and... Types of Meetings Explore
8. 1. Understand the goals. “It needs to be easy-to-use.” “This initiative is very important to leadership.” “We need to redesign. Our current thing sucks.” “Wow-factor!” “It has to look good on a mobile phone.” “We want to switch to open source.”
9. “We need to redesign. Our current thing sucks.” x “It needs to be easy-to-use.” 1. Understand the goals. “This initiative is very important to leadership.” “Wow-factor!” “It has to look good on a mobile phone.” “We want to switch to open source.” x x
10. “We need to redesign. Our current thing sucks.” x “It needs to be easy-to-use.” x 1. Understand the goals. “This initiative is very important to leadership.” “Wow-factor!” “It has to look good on a mobile phone.” “We want to switch to open source.” x x x x
11. 1. Understand the goals. This project will be a huge success for our business when… …it’s increased our customer retention. …it’s a measurable online experience on par with our competitors. …it’s moved high volume, low value transactions to the web. This project will be a huge success for our customers when… …it offers our customers the tools they expect and demand. ...it provides fresh and relevant content that is actionable. …customer satisfaction scores are 20% better. This project will be a huge success for our employees when… …it’s reduced time spent on low-value transactions. …it’s improved retention through customer satisfaction. …it’s helped solidify relationships with customers. …our employees feel comfortable sending customers to the site.
12. 1. Understand the goals. Increase customer satisfaction. Increase customer retention. Move high-volume, low- value tasks to the web.
13. 2. Ask questions. Relentlessly. Understand the current state and the thinking that got them there. Find out what’s been tried in the past, with what degree of success. Embrace the fact that you are likely not a subject-matter expert.
14. 3. Frame the problem. Right now we can’t… Our customers complain that… We’re losing-out to the competition because... We need the project to help us… It would be really great if... A particular pain-point for us is... We currently spend way too much time... It shouldn’t be so hard to...
15. 3. Frame the problem.
16. 4. Explore possibilities.
17. 5. Yes, and... “The first rule of improvisation is agree. Always agree and say yes... ...the Rule of Agreement reminds you to ‘respect what your partner has created’ and to start from an open- minded place. Start with a yes; see where that takes you.” — Tina Fey
18. 1. Clarify the goals. 2. Make suggestions. 3. Frame the solution. 4. Evaluate options. 5. Maybe, if... Types of Meetings Decide
19. 1. Clarify the goals. Increase customer satisfaction. Increase customer retention. Move high-volume, low- value tasks to the web. HOW Relevant content Powerful capabilities Easy to get help HOW Recurring payments Up-sell / cross-sell Agent omni-present HOW Powerful capabilities Recurring payments 3rd party integration
20. 2. Make suggestions. Could we try a version of things that... What if instead of that way, we try it this way... I get what we’re going for here, but how about... That doesn’t make sense yet...
21. 3. Frame the solution.
22. 3. Frame the solution.
23. 3. Frame the solution.
24. 4. Evaluate options. Pros • User-centered • Action-oriented • Clear and simple • Provides guidance • Scalable over time Cons • Promos downplayed • Lots of contact info
25. 5. Maybe, if... Negotiate trade-offs. Identify dependencies. Gently remind everyone of the goals. Be candid about scope implications.
26. 1. Restate the goals. 2. Provide answers. 3. Frame the evolution. 4. Defend decisions. 5. No, but... Types of Meetings Review
27. 1. Restate the goals. Increase customer satisfaction. Increase customer retention. Move high-volume, low- value tasks to the web. HOW Relevant content Powerful capabilities Easy to get help HOW Recurring payments Up-sell / cross-sell Agent omni-present HOW Powerful capabilities Recurring payments 3rd party integration
28. 2. Provide answers. We did it this way, not that way because... I hear what you’re saying, but... This is the best approach because... That doesn’t work because...
29. 3. Frame the evolution.
30. 4. Defend decisions.
31. 5. No, but... ...we can add that idea to the product road map. ...we’re doing something similar in another part of the project. ...next time around we’ll make sure she’s included. ...if you’ve got more money, I’ll make it happen.
32. Clarify the goals. Make suggestions. Frame the solution. Evaluate options. Maybe, if... Decide Understand the goals. Ask questions. Frame the problem. Explore possibilities. Yes, and... Explore Restate the goals. Provide answers. Frame the evolution. Defend decisions. No, but... Review
33. Closing Invite feedback. Summarize decisions. Review next steps. Provide additional info. Say thank you.
34. Resources WEB DUX Playbook BOOK Presentation Zen BOOK Gamestorming: A Playbook for Innovators, Rulebreakers, and Change-makers WEB Good Kick-off Meetings
35. Thank You. patrick.dimichele@gmail.com