I recently attended one of the most focused and efficient project review meetings I've ever been to. It was conducted as a workshop to review the project recommendations proposed to the team. I wanted to share why I thought it worked so well.
Picture this: There was a workshop organizer, who facilitated the meeting. We sat in a large room that could seat about 10-12 people. There were representatives from various suppliers. It was quiet and we were the only ones generating conversations in that space. No cell phones were allowed.
The rules for the review, which were developed and distributed beforehand by the organizer, outlined how we would share our ideas, record decisions and deal with issues that arose outside of the agenda. All participants were reminded that on-the-spot decision-making was required.
The purpose and the goal of the review were clarified. All participants had to either agree or disagree with each decision. If there was a disagreement, a discussion took place to clarify the requirements and bridge the gap to reach a final decision.
Having senior decision-makers present allowed us to get through all the points with velocity. We were able to not only review the proposed changes, but also make policy decisions on the spot and discuss relevant details without doubts or assumptions. We recorded anything that needed further work, like the identified gaps, as actions.
Project teams spend many hours in project meetings, especially when teams are not well connected in purpose, goals and operating as a group. As a result, these teams end up having multiple meetings before generating decisions. When sub teams within a project have their own meetings to work out their portion of a solution in a vacuum, for example, it's easy to spend a portion of a project time unproductively, without reaching important decisions.
In general, I find that many meetings are often not as productive as they could ultimately be. They take place more frequently than this type of a focused workshop. What can you take away from this? Before the meeting or workshop consider setting expectations, be clear on the rules and format, and have each participant agree on how the meeting or workshop is going to be structured and what is expected from each and every one of the participants.
What do you think is essential for a successful project solution or review meeting?
Editor's Note: Deputy Secretary for the U.S. Department of Energy, Daniel Poneman, also discusses a successful approach to project review meetings in the final portion of his February 2011 podcast for PM Network® magazine.