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Make the Most of Virtual Meetings

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With the pandemic forcing so many project teams to work from home, no doubt you're holding tons of virtual meetings. But are you making the most of them? 

Working from home (or WFH) is quickly becoming "the new normal." The COVID-19 pandemic kicked the WFH movement into high gear, and many experts believe it will continue long after the crisis has passed. But before we can optimize this new way of working, we're all going to have to get proficient at one of the biggest work-from-home fundamentals: the virtual meeting.

"Remote meetings are inherently different from in-person meetings," says Howard Tiersky, coauthor along with Heidi Wisbach of Impactful Online Meetings: How to Run Polished Virtual Working Sessions That Are Engaging and Effective. "If you're not used to running them, you're going to make tons of mistakes. And those mistakes can have major ramifications in terms of how well people perform once they log off and get back to work."

The good news is that well-run online meetings can be extremely powerful, says Tiersky. In fact, according to the Harvard Business Review, online meetings can be even more effective than in-person meetings when done right. But first you need to be aware of what not to do. Tiersky identifies five common mistakes made in virtual meetings:

1. Neglecting one (or more) of the "big five" success keys of online meetings. If you are seeking to bring people together to share information, come up with solutions, make decisions, coordinate activities, and/or socialize, you will be successful if you:

  1. Have a clear purpose 
  2. Get participants in the right mindset 
  3. Get them fully engaged behaviorally 
  4. Incorporate high-quality content aligned with the purpose 
  5. Make it easy to participate

"If you do all of these correctly, you will have high-impact online meetings," Tiersky says. "If you don't, there's going to be a lot of awkwardness and inefficiency. Worse, bad meetings can lead to bad workplace performance, which is the last thing any of us need right now."

2. Holding voice calls instead of videoconferences. When everyone has their cameras on, you can expect a significant improvement in the effectiveness of online meetings. This keeps people engaged because they know that what they're doing is visible to everyone else. They're far less likely to multi-task, which is one of the greatest obstacles to audience engagement.

3. Failing to be strategic about sequencing. The first item on your meeting agenda should be a restatement of the purpose of the meeting. After that, strategize on the sequence of your activities. For example:

  • If there are any "elephant in the room" topics, deal with those early or they will be a distraction. 
  • If you have some sort of fun or exciting announcement, you may want to hold it for the end, letting the participants know that it is coming but keeping the outcome a surprise to create suspense. 
  • If an agenda item may be intense or create some heated discussion, put it in the middle—get people warmed up and feeling productive first, then hit them with the challenging topic.

4. Not giving people an active role. It's possible for one person to present content, facilitate questions, ensure the meeting stays on time, and take notes, but why? Seek to distribute the roles of facilitator (responsible for running the agenda), presenter (responsible for sharing specific units of content), timekeeper (watches the clock and alerts facilitators and presenters how to adjust their speed and content), and the notetaker (documents the meeting) among the participants. 

"When you give participants something to do, you prevent them from being passive listeners or webinar watchers," Tiersky says. "When people have an active role, they are far, far more attentive and engaged."

5. Failing to take advantage of breakouts. In most meetings of more than eight people, usually most of the talking is done by just five to seven participants. This is one reason why during live workshops Tiersky often breaks larger groups into breakout teams, so they can come up with ideas, work on prioritization, action planning—whatever the work is—in smaller groups and then come back to the larger group and report on the work they did. (Several of the major online meeting platforms including Zoom and Google Hangouts now offer breakouts.)

"We give each team clear instructions for the work they are to do, in writing, and then usually give them a small amount of time to do it, like 20 to 40 minutes," he says. "A compressed time frame forces the group to organize quickly; get to work; and focus on progress, not process or perfection. I've been amazed over the years that sometimes when clear instructions, a small team, and a tight time frame are combined like that, you get work done in a half hour that might have taken days, weeks, or months if done 'the usual way.'"

These are just a few of the mistakes people regularly make. There are plenty more. The good news is most of these are easy enough to correct once you realize you're making them.

"When done correctly, online meetings are an incredibly powerful method of enabling collaborative work," Tiersky says. "It's worth investing a bit of time and effort in learning how to maximize them. Frankly, they have the potential to move the needle for your business, and right now, this is more important than it's ever been."


Posted on: April 06, 2020 02:39 PM | Permalink

Comments (30)

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Alok Priyadarshi Project Manager| Tata Consulting Engineers Limited Jamshedpur, Jharkhand, India
Helpful advice for organising effective online meetings during WFH normal.
Thanks Aaron !!

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Cinzia Pellegrino Transformation & EPMO Director | PMI Hamburg, Germany
Well written article. Today, meetings are “going digital.” The convenience and other advantages of web conferencing software are undeniable, and during the current pandemic, they have become a necessity for employee health.

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Drew Craig Sr. Agile & Product Coach| Vanguard Philadelphia, Pa, United States
There is a lot of hesitation with incorporating video with meetings. Expecially during this time, this holds significant value. We are missing the human element and sharing video provides that connection, even if only for a short time. It helps with connecting with the participant(s) and helps us avoid falling into the trap of listening in the background, but just going on with our work, not really paying attention.
1. Human bonding
2. Audience connection
3. Attentiveness
I also have been using hand signals during meetings. Thumbs up, waving, etc.

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Raphael Rodrigues Manufacturing Engineer - Team Leader| Embraer São José Dos Campos, São Paulo, Brazil
Great article!
Just to complement, I used to let the camera off, I will evaluate it better on the next meeting.

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Khai Ng. IT PMO | IT Project Manager| TTGROUP Hanoi, Viet Nam
Thank your for sharing! I feel it is more convenience and more effective when having online meetings. For important meetings, we can easily do video recording for reviewing later.

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David Hall Manager of Thermal Processing Group Project Management| Metso Brandon, VT, United States
There are some very good tips here for those of us who have never worked remote before.

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JORGE LORENZO HUAPAYA CIO| Universidad Privada Antenor Orrego Peru
Conjunto breve de prácticas realmente eficaces

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Phyo Papa Experienced Project Management| MBA (project management)| Myanmar Koei International Ltd Kawasaki, Japan
It's very helpful and useful. Thanks

avatar
Phyo Papa Experienced Project Management| MBA (project management)| Myanmar Koei International Ltd Kawasaki, Japan
It's very helpful and useful. Thanks

avatar
Joshua Yoak Evanston, Il, United States
Timely article. Thanks.

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