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Meeting to Some Purpose

      Ashok Korwar
        April 07
The Tragedy
• Meetings are the very essence of most managerial
  work
• Yet few are productive
• Hardly any management thinking has ever gone
  into this issue (not even a handful of HBR
  articles, no course at IIMs..)
• Generally left to non-managerial (therefore
  limited) process functions (like CMM, QMS etc.)
So…
• Why are meetings so ineffective and even
  counter-productive?
Possible causes..
• Is it the way they are conducted?
• Is it the attitude participants bring to them?
   –   Do some people feel like uninvolved bystanders?
   –   Do some people feel victimized and afraid to speak?
   –   Too much polite ducking of issues?
   –   Does it merely heighten conflict rather than resolve it?
• Is it the content?
   – Either inappropriate to the setting or too variable in
     content?
• Is it because of what happens (or doesn’t happen)
  afterwards?
Or, more subtly..

• Different participants in different frames of
  mind, at any given time
• Different levels and modes of thinking get
  mixed up..
Anyway..
• How can we fix this problem?
Some thoughts..
• On Content

  – And


• On Conduct
Hypothesis: the main problem is:
•    There isn’t only one kind of meeting
    1.   Status Review meetings
    2.   Problem-solving meetings
    3.   Tactical discussions
    4.   Strategic deliberations
    5.   Vision exercises
    6.   Energizing meetings
    7.   Communication cascades

    So there isn’t only one set of problems!
Each of these..
• Has its own value
• Needs to be handled differently
• In content, timing, setting, medium and
  length (duration), and attitude/atmosphere
If we mix them up..
• If we do problem-solving in status meetings:
  uninvolved members get bored or (worse!)
  titillated, person involved gets exposed/humiliated
  in public, will take care to hide problems in future
• If we do tactical thinking in problem-solving
  meetings, problem won’t get solved, people
  needed may not be present
• If we do strategic thinking in tactical
  meetings, tenor and tone of discussion yo-yos
  from high level to detailed, immediate to long
  term: participants get confused, run out of time
So..
• Let’s look at each of these ‘meeting types’,
  both content and conduct
1. Status Meetings
• Aim:
  – bring everyone onto same page
  – Give preview, notice, of important events
    coming up shortly
  – Sound early warning signals
1. Status Meetings: Content
• All participants share what they did, what
  they are going to do
1. Status Meetings: Conduct
• 15 minute ‘standing’ meeting every day
   – or
• 30 minute con-call every week
• Quick round-robin, clarification questions only, no
  probing/analysis
• Atmosphere must be relaxed, businesslike
• Follow up: keep me informed what happens, or:
  let’s have a separate problem-solving meeting
• Minutes can be brief and must be circulated
  immediately (within 6 hours)
2: Problem Resolution meetings
• Content: to solve a specific problem
• Can be triggered by
  –   a status update meeting
  –   A customer complaint
  –   An MIS report
  –   ………..
2: Problem Resolution Meetings
            Conduct
• Should NEVER be done with bystanders, only
  with those directly concerned with the problem
• Time: not fixed, whatever it takes to solve
  problem
• Attitude should be: here is the problem, we know
  what it is, don’t tell me the problem, tell me the
  root cause, tell me the solution.
• Atmosphere: intense, serious, probing, relentless.
• Follow-up: a set of actions, with milestones and
  metrics
3:Tactical Discussions
              Content
• Not strategic
• Goal: solve major and urgent problems
  facing organization as a whole.
• Choose max 2-3 topics of importance: how
  shall we improve fulfillment rate, how to
  control expenses this month, how shall we
  win this deal
3: Tactical Meetings
                 Conduct
• Participants: by role: such as management committee
• Lead presenter should come prepared with presentation
• Monthly
• Date and time set in advance
• Time: fixed within reason: 3 hours max.
• Follow-up: a small set of projects (no programs) with
  deliverables, milestones and metrics
• Minutes must be detailed and circulated within 12 hours
• 6 thinking hats can be used to focus discussion
6 Thinking Hats
• By de Bono
• An excellent if artificial-looking device to
  achieve ‘thinking together’.
• Get everyone to ‘paint landscape together’,
  not take positions, not hold each other to
  positions, look at whole picture together.
4: Strategic Meetings
               Content
• Goal: to adjust strategy as required
• Is Business Plan on track? What are
  learnings from the market? Scenario
  analysis..
• What major processes are creaking under
  the strain and need rebuilding?
• What major accounts are not growing as
  they should?
4. Strategic Meetings
                     Conduct
• Once a quarter or As required (adhoc is also ok, strategy need not wait
  for strategic planning meeting!)
• Full day- as long as it takes. Setting time limits is counter-productive.
• Chaired by CEO
• All relevant participants, including but not restricted to, management
  committee
• Choose 2-3 major themes (1 is even better)
• Considerable homework to be done in advance
• Attitude should be: let’s focus on long-term issues, root cause
  analysis, process thinking, program management (as distinct from
  projects)
• Useful tools: theory of constraints, undesirable effects tree, conflict
  cloud..
• Follow up: a small number of programs (not projects), new processes.
• Minutes can be brief and high-level, circulation restricted.
5:Vision Exercises

• Goal:
  –   To re-examine Theory of Business
  –   To set new direction if necessary
  –   To give new life to old strategies
  –   To build organization, shape values
  –   To build the management team
5: Vision Exercises
               Conduct
• Must be off-site
• Team building, feedback to each
  other, expectations from each other – must be
  integral part
• Out-of-box thinking, radical prescriptions, open
  dialogue must be the norm
• Undiscussables must be surfaced through dialogue
  process (ref. Argyris)
• Atmosphere of open-ness, no repercussions, no
  hierarchy..
• Minutes are not important, need not even be kept.
6. Energizing Meetings
• Goal: to motivate the troops
• Content: forward looking, simple and
  focused
  – What we have achieved, why we are great, why
    the future is bright..
• Conduct: short, highly energetic
  presentations, music and entertainment
7: Communication Cascade
• Goal: to communicate some important message
  about the company to all levels
• Content: very important, business or organization
  critical
• Conduct: to control transmission loss, ppt must be
  standardized, elaborate FAQs worked out, at least
  one senior person from outside the unit must co-
  lead
• To be held whenever necessary, not more than
  once or twice a year

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Meeting To Some Purpose

  • 1. Meeting to Some Purpose Ashok Korwar April 07
  • 2. The Tragedy • Meetings are the very essence of most managerial work • Yet few are productive • Hardly any management thinking has ever gone into this issue (not even a handful of HBR articles, no course at IIMs..) • Generally left to non-managerial (therefore limited) process functions (like CMM, QMS etc.)
  • 3. So… • Why are meetings so ineffective and even counter-productive?
  • 4. Possible causes.. • Is it the way they are conducted? • Is it the attitude participants bring to them? – Do some people feel like uninvolved bystanders? – Do some people feel victimized and afraid to speak? – Too much polite ducking of issues? – Does it merely heighten conflict rather than resolve it? • Is it the content? – Either inappropriate to the setting or too variable in content? • Is it because of what happens (or doesn’t happen) afterwards?
  • 5. Or, more subtly.. • Different participants in different frames of mind, at any given time • Different levels and modes of thinking get mixed up..
  • 6. Anyway.. • How can we fix this problem?
  • 7. Some thoughts.. • On Content – And • On Conduct
  • 8. Hypothesis: the main problem is: • There isn’t only one kind of meeting 1. Status Review meetings 2. Problem-solving meetings 3. Tactical discussions 4. Strategic deliberations 5. Vision exercises 6. Energizing meetings 7. Communication cascades So there isn’t only one set of problems!
  • 9. Each of these.. • Has its own value • Needs to be handled differently • In content, timing, setting, medium and length (duration), and attitude/atmosphere
  • 10. If we mix them up.. • If we do problem-solving in status meetings: uninvolved members get bored or (worse!) titillated, person involved gets exposed/humiliated in public, will take care to hide problems in future • If we do tactical thinking in problem-solving meetings, problem won’t get solved, people needed may not be present • If we do strategic thinking in tactical meetings, tenor and tone of discussion yo-yos from high level to detailed, immediate to long term: participants get confused, run out of time
  • 11. So.. • Let’s look at each of these ‘meeting types’, both content and conduct
  • 12. 1. Status Meetings • Aim: – bring everyone onto same page – Give preview, notice, of important events coming up shortly – Sound early warning signals
  • 13. 1. Status Meetings: Content • All participants share what they did, what they are going to do
  • 14. 1. Status Meetings: Conduct • 15 minute ‘standing’ meeting every day – or • 30 minute con-call every week • Quick round-robin, clarification questions only, no probing/analysis • Atmosphere must be relaxed, businesslike • Follow up: keep me informed what happens, or: let’s have a separate problem-solving meeting • Minutes can be brief and must be circulated immediately (within 6 hours)
  • 15. 2: Problem Resolution meetings • Content: to solve a specific problem • Can be triggered by – a status update meeting – A customer complaint – An MIS report – ………..
  • 16. 2: Problem Resolution Meetings Conduct • Should NEVER be done with bystanders, only with those directly concerned with the problem • Time: not fixed, whatever it takes to solve problem • Attitude should be: here is the problem, we know what it is, don’t tell me the problem, tell me the root cause, tell me the solution. • Atmosphere: intense, serious, probing, relentless. • Follow-up: a set of actions, with milestones and metrics
  • 17. 3:Tactical Discussions Content • Not strategic • Goal: solve major and urgent problems facing organization as a whole. • Choose max 2-3 topics of importance: how shall we improve fulfillment rate, how to control expenses this month, how shall we win this deal
  • 18. 3: Tactical Meetings Conduct • Participants: by role: such as management committee • Lead presenter should come prepared with presentation • Monthly • Date and time set in advance • Time: fixed within reason: 3 hours max. • Follow-up: a small set of projects (no programs) with deliverables, milestones and metrics • Minutes must be detailed and circulated within 12 hours • 6 thinking hats can be used to focus discussion
  • 19. 6 Thinking Hats • By de Bono • An excellent if artificial-looking device to achieve ‘thinking together’. • Get everyone to ‘paint landscape together’, not take positions, not hold each other to positions, look at whole picture together.
  • 20. 4: Strategic Meetings Content • Goal: to adjust strategy as required • Is Business Plan on track? What are learnings from the market? Scenario analysis.. • What major processes are creaking under the strain and need rebuilding? • What major accounts are not growing as they should?
  • 21. 4. Strategic Meetings Conduct • Once a quarter or As required (adhoc is also ok, strategy need not wait for strategic planning meeting!) • Full day- as long as it takes. Setting time limits is counter-productive. • Chaired by CEO • All relevant participants, including but not restricted to, management committee • Choose 2-3 major themes (1 is even better) • Considerable homework to be done in advance • Attitude should be: let’s focus on long-term issues, root cause analysis, process thinking, program management (as distinct from projects) • Useful tools: theory of constraints, undesirable effects tree, conflict cloud.. • Follow up: a small number of programs (not projects), new processes. • Minutes can be brief and high-level, circulation restricted.
  • 22. 5:Vision Exercises • Goal: – To re-examine Theory of Business – To set new direction if necessary – To give new life to old strategies – To build organization, shape values – To build the management team
  • 23. 5: Vision Exercises Conduct • Must be off-site • Team building, feedback to each other, expectations from each other – must be integral part • Out-of-box thinking, radical prescriptions, open dialogue must be the norm • Undiscussables must be surfaced through dialogue process (ref. Argyris) • Atmosphere of open-ness, no repercussions, no hierarchy.. • Minutes are not important, need not even be kept.
  • 24. 6. Energizing Meetings • Goal: to motivate the troops • Content: forward looking, simple and focused – What we have achieved, why we are great, why the future is bright.. • Conduct: short, highly energetic presentations, music and entertainment
  • 25. 7: Communication Cascade • Goal: to communicate some important message about the company to all levels • Content: very important, business or organization critical • Conduct: to control transmission loss, ppt must be standardized, elaborate FAQs worked out, at least one senior person from outside the unit must co- lead • To be held whenever necessary, not more than once or twice a year