Tips for Conducting Efficient Workflow Meetings

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Summary

Conducting efficient workflow meetings involves purposeful planning and clear communication to ensure every participant's time is respected while driving meaningful collaboration.

  • Define a clear purpose: Begin every meeting by identifying why the discussion requires a group setting and what outcome you aim to achieve by the end.
  • Structure the agenda thoughtfully: Provide a focused agenda and any necessary materials in advance to keep conversations on track and allow participants to prepare.
  • Respect time and participation: Limit meeting lengths, encourage inclusive dialogue, and consider alternative methods for tasks that don't require face-to-face interaction.
Summarized by AI based on LinkedIn member posts
  • View profile for DANIELLE GUZMAN

    Coaching employees and brands to be unstoppable on social media | Employee Advocacy Futurist | Career Coach | Speaker

    17,393 followers

    Anyone else suffer from meeting overload? It’s a big deal. Simply put too many meetings means less time available for actual work, plus constantly attending meetings can be mentally draining, and often they simply are not required to accomplish the agenda items. At the same time sometimes it’s unavoidable. No matter where you are in your career, here are a few ways that I tackle this topic so that I can be my best and hold myself accountable to how my time is spent. I take 15 minutes every Friday to look at the week ahead and what is on my calendar. I follow these tips to ensure what is on the calendar should be and that I’m prepared. It ensures that I have a relevant and focused communications approach, and enables me to focus on optimizing productivity, outcomes and impact. 1. Review the meeting agenda. If there’s no agenda I send an email asking for one so you know exactly what you need to prepare for, and can ensure your time is correctly prioritized. You may discover you’re actually not the correct person to even attend. If it’s your meeting, set an agenda because accountability goes both ways. 2. Define desired outcomes. What do you want/need from the meeting to enable you to move forward? Be clear about it with participants so you can work collaboratively towards the goal in the time allotted. 3. Confirm you need the meeting. Meetings should be used for difficult or complex discussions, relationship building, and other topics that can get lost in text-based exchanges. A lot of times though we schedule meetings that we don’t actually require a meeting to accomplish the task at hand. Give ourselves and others back time and get the work done without that meeting. 4. Shorten the meeting duration. Can you cut 15 minutes off your meeting? How about 5? I cut 15 minutes off some of my recurring meetings a month ago. That’s 3 hours back in a week I now have to redirect to high impact work. While you’re at it, do you even need all those recurring meetings? It’s never too early for a calendar spring cleaning. 5. Use meetings for discussion topics, not FYIs. I save a lot of time here. We don’t need to speak to go through FYIs (!) 6. Send a pre-read. The best meetings are when we all prepare for a meaningful conversation. If the topic is a meaty one, send a pre-read so participants arrive with a common foundation on the topic and you can all jump straight into the discussion and objectives at hand. 7. Decline a meeting. There’s nothing wrong with declining. Perhaps you’re not the right person to attend, or there is already another team member participating, or you don’t have bandwidth to prepare. Whatever the reason, saying no is ok. What actions do you take to ensure the meetings on your calendar are where you should spend your time? It’s a big topic that we can all benefit from, please share your tips in the comments ⤵️ #careertips #productivity #futureofwork

  • View profile for Jen Bokoff

    Connector. Agitator. Idea Mover. Strategist.

    7,791 followers

    I’ve been thinking a lot about the 90 minute virtual meeting paradox. We spend the first 30 minutes on welcoming everyone and introductions, the next 15 on framing, and then a few people share thoughts. Then, just when the conversation gets meaningful, the host abruptly announces "We're out of time!” and throws a few rushed closing thoughts and announcements together. Sound familiar? We crave deep, meaningful, trust-based exchanges in virtual meeting environments that feel both tiring and rushed. It seems like as soon as momentum builds and insights emerge, it’s time to wrap up. Share-outs become a regurgitation of top-level ideas—usually focused on the most soundbite-ready insights and omitting those seeds of ideas that didn’t have time to be explored further. And sometimes, we even cite these meetings as examples of participation in a process, even when that participation is only surface level to check the participation box.  After facilitating and attending hundreds (thousands?) of virtual meetings, I've found four practices that create space for more engagement and depth: 1. Send a thoughtful and focused pre-work prompt at least a few days ahead of time that invites reflection before gathering. When participants arrive having already engaged with the core question(s), it’s much easier to jump right into conversation. Consider who designs these prompts and whose perspectives they center. 2. Replace round-robin introductions with a focused check-in question that directly connects to the meeting's purpose. "What's one tension you're navigating in this work?" for example yields more insight than sharing organizational affiliations. Be mindful of who speaks first and how difference cultural communication styles may influence participation.  3. Structure the agenda with intentionally expanding time blocks—start tight (and facilitate accordingly), and then create more spaciousness as the meeting progresses. This honors the natural rhythm of how trust and dialogue develop, and allows for varying approaches to processing and sharing.  4. Prioritize accessibility and inclusion in every aspect of the meeting. Anticipating and designing for participants needs means you’re thinking about language justice, technology and materials accessibility, neurodivergence, power dynamics, and content framing. Asking “What do you need to fully participate in this meeting?” ahead of time invites participants to share their needs. These meeting suggestions aren’t just about efficiency—they’re about creating spaces where authentic relationships and useful conversations can actually develop. Especially at times when people are exhausted and working hard to manage their own energy, a well-designed meeting can be a welcome space to engage. I’m curious to hear from others: What's your most effective strategy for holding substantive meetings in time-constrained virtual spaces? What meeting structures have you seen that actually work?

  • View profile for Elena Aguilar

    Teaching coaches, leaders, and facilitators how to transform their organizations | Founder and CEO of Bright Morning Consulting

    55,304 followers

    I've carefully observed hundreds of team meetings across industries, and one pattern emerges with striking consistency: the level of frustration team members feel leaving a meeting directly correlates with how clearly everyone understood why they were there in the first place. In one organization I worked with, weekly team meetings had become so unfocused that people openly admitted to bringing other work to complete while "listening." The meeting culture had deteriorated to the point where even the leader dreaded convening the team. Sound familiar? What transformed this team wasn't elaborate techniques or technology—it was implementing what I now call the "Purpose-Process-Outcome" framework. Before every meeting, this framework asks three deceptively simple questions: PURPOSE: Why are we meeting? What specific need requires us to gather synchronously rather than handling this asynchronously? PROCESS: How will we use our time together? What structures and activities will best serve our purpose? OUTCOME: What tangible result will we have produced by the end of this meeting? How will we know our time was well spent? When we implemented this framework with that struggling team, the transformation was remarkable: Meetings shortened from 90 minutes to 45. Participation increased dramatically. Most importantly, team members reported feeling that their time was respected. What made the difference? Each person walked in knowing exactly why they were there and what their role was in creating a specific outcome. One team member told me: "I used to leave meetings feeling like we'd just wasted an hour talking in circles. Now I leave with clear action items and decisions we've made together." Another unexpected benefit emerged: the team began to question whether meetings were always the right solution. They discovered that about 30% of their previous meeting time could be handled more efficiently through other channels. The framework forces clarity that many leaders avoid. When you can't clearly articulate why you're gathering people, what you'll do together, and what you'll produce, it's a signal to pause and reconsider. I've found that when team leaders commit to this framework, they stop being meeting facilitators and become architects of meaningful collaboration. The shift is subtle but profound—from "running" meetings to designing experiences that accomplish specific goals. What's your best tip for making meetings more productive? Share your wisdom in the comments. P.S. If you’re interested in developing as a leader, try out one of my Skill Sessions for free: https://lnkd.in/d38mm4KQ

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