Great meetings don’t just happen

Form objectives:

Provide a format for you to adapt to develop meeting norms that fit your team and circumstances

Help you apply the phrases in Perfect Phrases for Virtual Teamwork

Tips:

  • Seek agreement on meeting practices early on – such as in the pre-launch phase
  • Use this form as a starting point to create your own
  • Get input on favorite best practices to be included in meeting norms
  • Post in a central location (possibly virtual)

Sample completed. Blank is below on the next page.

Meeting
norm / Team LeaderInput / Team Member INput / Adapted Norm
How often? / Weekly for the first monthto get clarity about roles, milestones, etcetera. Then as needed / None / Weekly for the first month to get clarity about roles, milestones, etcetera. Then as needed
When? (day and time) / Mondays at 8 AM EST / East coast needs to start at 9 / Mondays 9 AM EST
When to call unscheduled meetings / When there is a milestone event coming up, milestone completions, urgent team decisions, etc. / Nancy recommends making sure a meeting is the best forum and necessary before calling one and getting team member input first. / When there is a milestone event coming up, milestone completions, urgent team decisions, etc. and the initiator has weighed forum options
Who can call unscheduled meetings / Open – not limited to team lead / Team lead or two team members / Team lead or two team members
Meeting
norm / Team Leader Input / Team Member INput / Adapted Norm
How often?
When? (day and time)
Time blocks preferred
Time blocks unavailable
When to call unscheduled meetings
Who can call unscheduled meetings
Medium to use for each meeting
Legitimate reasons to miss a meeting
How to handle absencesand
update absentees
Software for notification
Meeting formats / effective meeting protocol

Meryl Runion  719-684-2633