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Business Advisors are the unsung heroes of every economy. Accountants, Consultants and Business Coaches are a vital factor in any Business owners plan for success.
We've all been in terrible meetings. They either have no agenda or the agenda gets demolished within minutes as conversations, issues and rants fly about the room. Well crafted, collaborative, shared agendas are vital to the success of any business meeting.
Agendas serve multiple purposes in meetings and, if used effectively, they ensure inclusivity, keep meeting topics pertinent and focused, and act as a guide for follow up action points. Although it may sometimes seem like extra work, believe us, making the effort to create a smart agenda will save you time, money AND a lot of frustration.
It’s vital that agendas keep meetings focused to ensure what needs to be discussed is covered. Unfortunately, too many meeting organisers simply recycle the last agenda with a few simple updates.
Agenda items shouldn’t just be memory prompts like “Christmas campaign marketing” or “advertising spend”. One suggested technique to get more from your agenda is to instead make items a series of questions to provoke discussion and critical thinking about the topic.
Thus, Christmas campaign marketing” becomes “What marketing mix will be most effective for the upcoming Christmas campaign?” and “Advertising Spend” becomes “Which channel gave us best return on advertising spend in the last campaign?
Reframing agenda items in this way helps your team to think critically about the topic and primes them to consider potential outcomes or, if you are a business advisor meeting with clients, helps you to clarify what information you need to get or convey.
Asking for additional items from attendees in advance also helps them prepare and contribute more effectively. It also shows them that their input is needed and valued, while the chance to review agenda items in good time ensures they are ready to hit the ground running.
Even better, by asking questions up front, everyone is prompted to consider solutions before the meeting starts.
About PlayBooks
PlayBooks is a smart meetings platform for accountants, professional business advisors, and teams. PlayBooks helps you create Game Plans for business during your client or team meetings. Leveraging your company knowledge and a public marketplace of expertise you can drop PlayBooks into a meeting to create the best game plan for your client.