the secret to building effective decisions in meetings

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Welcome to the Webinar The Secret to Building Effective Decisions in Meetings May 5, 2016

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Page 1: The Secret to Building Effective Decisions in Meetings

WelcometotheWebinar

TheSecrettoBuildingEffectiveDecisionsinMeetings

May5,2016

Page 2: The Secret to Building Effective Decisions in Meetings

YourHosts

Tricia Harris Product Evangelist,

Lucid Meetings

Rick Lent, PhD www.meetingforresults.com

Author of Leading Great Meetings: How to Structure Yours for Success

Page 3: The Secret to Building Effective Decisions in Meetings

LucidExpertWebinarSeries

TheSecrettoBuildingEffectiveDecisionsinMeetings

Q&A session with author PAUL AXTELL

THURSDAY, MAY 19TH, 2016 at 1 PM ET

TODAY:

UpNext:

More: http://www.lucidmeetings.com/resources

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Take-Aways

Howthe(unseen)structureofmeetingsaffectsresults.

Howtousestructuretobuildengagementandalignmentaroundcriticaldecisions.

Structuraltechniquesforthefivewaysofreachingeffectivedecisionswithgroups.

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YourChallenges(Poll)…

Whatchallengesdoyoufaceinbuildingdecisionsthroughyourmeetings?1. Difficultyreachingconsensus.2. Outspokenindividualsoverwhelmdiscussion.3. Decisionsseemnotto“stick”andwerevisitthem.4. Somepeoplejustgoalongwithoutreallysupportingthe

decision.

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Page 6: The Secret to Building Effective Decisions in Meetings

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PrinciplesforBuildingEffectiveDecisions

• Create“levelplayingfield”withclear,commontask.• Ensureallviewscanbeheard.• Sharethoughtsinsmallgroupsbeforewholegroup.• Respectdifferentviews,don’t“work”them.• “Build”decisions,don’tjust“make”them.

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UnseenStructuresAffectWhatWeDo…

ThisworkbyRickLent,Ph.D.islicensedunderaCreativeCommonsAttribution-NoDerivs3.0UnportedLicense.

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Structureaffectspower,controlandparticipation

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StructureAffectsGroupDecision-Making

• “Structure:”Physical,temporal,proceduralaspectsofmeetingsthatimpacthowweinteractwitheachotherandtheworkofthemeeting.

• Differentstructuresnaturallyleadtodifferentbehaviors.

• Structurecansupportorhurtengagementandsupportfordecisions.

9ThisworkbyRickLent,Ph.D.islicensedunderaCreativeCommonsAttribution-NoDerivs3.0UnportedLicense.

Page 10: The Secret to Building Effective Decisions in Meetings

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PrinciplesandToolsforBuildingEffectiveDecisionswithAGroup

1)Tocreatelevelplayingfieldandcommontask:

FATT,SeatingArrangements,Go-Around,PresentationsinPerspective

2)Discussiondesignedsoallviewscanbeheard:

1-2-All,PALPaR,andThreeReactionQuestions,GoAround

3)Forsmallgroupsharingbeforewholegroupdiscussion:

1-2-All,PALPaR

4)Torespectdifferentviews: ForcesReview,80/20Principle,Multi-Voting

5)Tobuilddecisions: 5Cs,80/20Principle,ConsensusGuidelines,ForcesReview,GoAround,Multi-Voting

10ThisworkbyRickLent,Ph.D.islicensedunderaCreativeCommonsAttribution-NoDerivs3.0UnportedLicense.

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TipsonAdoptingTools

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Planaheadtouseone(ormore)ofthetools.Thenjustusethem…avoiddiscussingprocesswithyourgroupfirst.

SeveraltoolsarealsoavailablethroughLucidMeetings.Seeagendasfor:• ReachingDecisionsbyConsentandCompromise• ConsultingonaDecision• MakingDecisionsbyConsensusFacilitator’sGuides:StructuresforMakingDecisionswithaGroup,GatheringProductiveFeedback

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StoryTime… Challenge:BuildingDecisionswithaDifficultGroup

•10teammembers•Onepersonalwayshadalottosay•Anotherusuallyraisedquestions,hadadifferentview•Othersparticipatedonanunevenbasis•Uncleardecision-making…andsomedecisionsgetrevisited

Myrecommendationstotheleaderinvolvedhowshecouldfocusandbalancediscussionstobuildalignmentondecisions.

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TheNextMeeting

• Leadersharesagendaincludingaclearstatementoftheplanthatneedsapproval.• Teammemberresponsiblepresentsproposedplan(10minutes),butdoesn’ttakequestions(yet).• Next,leaderasksalltoreflectforamoment…andthenturntoanotherpersonaroundthetabletoshareviewson3questions...•Whatdoyoulikeabouttheplan?•Wheredoyouneedfurtherinformation?•Wheredoyouhaveconcerns?

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MeetingContinues:GatheringReactions…

• Shegoesaroundagainandaskseachpairtosharetheirthoughtsonquestionsandconcernswhilealllistenwithoutcomment.

• Afterafewminutesofsmallgroupdiscussion,leaderaskseachpairtosharewhattheydiscussedonfirstquestion…whattheyliked.Shewritesrepliesonflipchart.

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Photocredit:ReinSkullerud,forWFP

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MeetingConcludes:ReplyandDecision

• Next,sheasksteammemberwhopresentedforhisrepliestoallhe’sheard.• Finally,sheaskseachteammembertospeakinturn(nocross-talk)aboutwhethertheplanhashis/herconsenttoproceed…oriffurtherchangesorclarificationsarenecessary.• Allsaytheyatleastconsenttoplanandagreeitshouldgoahead.• Discussionlastedabout40minutes.

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SomeKeyStructuralChoices

Sheusedthefollowingtoolstoleadaneffectivemeeting:FATT1-2-AllThreeReactionQuestions5CsGo-Around

• Definingthetask.• Creatingastructurefordiscussion.• Havingaclearprocessfordecision.

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FATT DefiningaClearTask:Focused,Actionable,Timely,Timed

Ratherthan“managingfeedback”…• “Decideonplanforrespondingtocustomercomplaints.”

Includetheactionandtheexpectedresult:• “Create(action)alistofprioritiesforworkonproduct

improvements(result).”• “Decide(action)onbudgetproposalforredesigningofficespace

(result).”

Acleartaskhelpsparticipantscomepreparedandtostayfocused.

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1-2-All EffectiveEngagementforAnySizeGroup

Afterintroducingasubjectorquestiontobeaddressedbythegroup,completethefollowingsteps.

1:IndividualReflection.Giveindividualsaminuteortwotogathertheirownthoughts.(Thisisthe“1”ofthetool).

2:SmallGroupDiscussion.Askparticipantstoturntotheirneighborstoformsmall,2-3persongroupstosharetheirideas.

All:WholeGroupReport.Askeachgroupforabriefreport(typically1-3minutes)summarizingtheirsmallgroupdiscussion.

18ThisworkbyRickLent,Ph.D.islicensedunderaCreativeCommonsAttribution-NoDerivs3.0UnportedLicense.

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ThreeReactionQuestions GatheringBalancedFeedback

• Presentidea/proposal.Thenaskparticipantstoreflectontheirownorinsmallgroupstoanswerthesequestions:1. Whatdoyoulikeabout…?2. Wheredoyouneedfurtherinformation?3. Wheredoyouhaveconcerns?

• Afterafewminutes,takereports,onequestionatatimebeginningwiththefirst.

• Getallrepliestofirstquestionbeforeproceedingtothesecond.

19ThisworkbyRickLent,Ph.D.islicensedunderaCreativeCommonsAttribution-NoDerivs3.0UnportedLicense.

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FiveCsofDecision-Making ChoosingHowYouWillReachaDecisionwithaGroup

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• Respectfuldialoguemeansbeingclearhowyouwillreachdecisions.

• Fivewaystoreachdecisionswithagroup,“5Cs”Consensus:AllgivefullsupportConsent:Explicitpermission,nobignegatives…goodenoughCompromise:WeeachgiveupsomethingtoreachdecisionCounting:Voting—decisionwithmostvotes“wins”Consulting:Providinginputtofinaldecision-maker

ThisworkbyRickLent,Ph.D.islicensedunderaCreativeCommonsAttribution-NoDerivs3.0UnportedLicense.

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Go-AroundandVisibleNoteTakingTwotoolsformakingsureallareheardandcommentsrecognized.

Particularlyhelpfulforvirtualmeetings.

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• Go-Around:Givingeachpersonabriefturntospeaktothetopicwithoutinterruptionwhileotherslisten.

• VisibleNoteTaking:Recordingthegroup’sdiscussiononasurfaceallcansee(e.g.,flipchartorascreen)inafewwordsascommentsaremade.– Showsprogressofdiscussionandthatcommentswererecognized.(Not

thesameastaking“minutes”.)

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Questions?

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Photocredit:ReinSkullerude,forWFP

Photocredit:ReinSkullerud,forWFP

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StoryTime: WorkingwithDifferentViews

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Structureofmeeting…•Representativesofallstakeholderspresent.•Smallgroupandwholegroupconversationstohearfromall.•Focusonfutureactionsnotpastissues.•Recognizeandrespectallviewsandbuildactionplans.•Clarifyingareasofagreementformovingahead.•Respectingareasofdisagreementaspointsforfuturework.

Highwaytonowhere?Projectbehindschedulewithmultiplecontractorsanddifferentstateagenciesfacing$$penalties.

Page 24: The Secret to Building Effective Decisions in Meetings

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SomeKeyStructuralChoices

Usingthefollowingtools:ForcesReviewMulti-Voting80/20Principal5Cs

• Creatingastructurefordiscussionsoallviewscanbeheard.

• Havingaclearprocesstobuilddecisions.

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ForcesReview ThinkingConstructivelyfromBoth“Sides”

1)Preparation:Writegoalattopofflipchart.Dividechartinhalfwithverticalline:onesidelabeled“Supporting”other“Restraining.”

2)Brainstorm:Completeabrainstormofsupportingforcesandthenalltherestrainingforces.A“force”isanythingimpacting(+/-)progress.

25ThisworkbyRickLent,Ph.D.islicensedunderaCreativeCommonsAttribution-NoDerivs3.0UnportedLicense.

GoalSupporting Restraining

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ForcesReview… 3)Multi-vote:Eachpersonvotesfortop3supportingandtop3restrainingforces.

4)Identifyingactions:Fortopthreesupportingfactors,individualsidentifywaystostrengthenthem.Fortop3restrainingforces,theyidentifywaystoweakenthem. 5)Conclusions:Identifynextsteps.

Note:Thisisnotcomparingprosandcons,butexploringallfactorsaffectinggoalachievementandwhattodoaboutthem.

26ThisworkbyRickLent,Ph.D.islicensedunderaCreativeCommonsAttribution-NoDerivs3.0UnportedLicense.

Page 27: The Secret to Building Effective Decisions in Meetings

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80/20Principle: FocusingonAreasofAgreement

Groupsdevotetoomuchtimeandenergytoareasofdisagreement.Weoftenagreeon80%ofsomesituationbutputmostoftheenergyandtimeintothe20%wedisagreeon.

•Remindthegroupofthisprincipleearlyinmeeting.•Recordareasofdisagreementaspoints“notyetagreed.”•Keeptheattentiononareasofagreement.

Tip:Introducethisprincipleearlyinyourmeeting,notwhenyougetstuck.Makesureyoufollow-upondisagreeditemsinthefuture.

27ThisworkbyRickLent,Ph.D.islicensedunderaCreativeCommonsAttribution-NoDerivs3.0UnportedLicense.

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HowYouPlantoReachaDecision

Toolstoreachdecisionswithagroup:– Consensus– Consent– Compromise– Counting– Consulting

80/20Principle,Go-Around,ConsensusGuidelines

Go-Around,Multi-Voting,ForcesReview

Smallgroupbringsbackproposal:PALPaRor1-2-All

Reachdecisionbysomeothermeansfirst

PALPaR

ThisworkbyRickLent,Ph.D.islicensedunderaCreativeCommonsAttribution-NoDerivs3.0UnportedLicense. 28

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ConsensusGuidelines: PracticalApproachestoConsensusDecisions

Option1:Clarifyingandseparatingareasofagreementfromdisagreement...80/20Principle

Respectareasofdisagreementasareastoberevisited,whilemovingforwardonareasofagreement.

Option2:BuildingconsensusbyGo-AroundFirstroundtohearandclarifysupportsandobjections.Furtherroundtomodifyproposal.Finalroundtocheckthattherearenomoreobjections.CanalsobeusedforConsentdecisions.

29ThisworkbyRickLent,Ph.D.islicensedunderaCreativeCommonsAttribution-NoDerivs3.0UnportedLicense.

Formoreinformation:•DownloadConsensusGuidelinesatwww.meetingforresults.com/resourcesorseeChapters4and12inLeadingGreatMeetings.•RefertoLucidFacilitator’sGuide:StructuresforMakingDecisionswithaGroup

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Questions?

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Photocredit:ReinSkullerude,forWFP

Page 31: The Secret to Building Effective Decisions in Meetings

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StoryTime: ADifficultOrganizationalChange

• Leadershipintendstoproposeanorganizationalchangeandexpectsresistance.

• Wantsinputandsupportfromorganization.

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Engaging75peoplein60Minutes• Roomsetwithgroupsof

chairs,notable.Signondoorasksalltositwiththosetheyknowlesswell.

• Leadershipreviewspurposeofmeeting:togatherinputonproposal.

• Proposalpresentation(10minute).

• Smallgroupsformedbymovingchairsintogroupsof4-5toaddress3questions.

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ListeningtoFeedback• Presidentasksforsampleofresponsestofirst

question.• Ascommentsshared,anothermemberof

leadershipteamwriteskeyphrasesonflipchart.• Processrepeatsforsecondandthirdquestion.• Afterallreports,Presidentthankseveryonefor

theirinputandexplainsthattheleadershipteamwillreviewfeedbackandpresentconclusionsnextweek.

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Page 34: The Secret to Building Effective Decisions in Meetings

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SecondMeetingwithStaff– Presidentsummarizeswhattheyheardinresponsetoall3questions.

– Leadershipexplainshowtheyconsideredfeedback.

– Revisedplanispresented.– Checkforfinalquestions.– Summaryofnextsteps.

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Page 35: The Secret to Building Effective Decisions in Meetings

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UnderlyingStructure

– Shortinitialpresentation.– Everyonegetstospeakinsmall,

mixedgroups.Noonegetsto“takeover”meeting.

– Addressing3questions,oneatatime,ensurebalancedfeedbackheardbyall.

– Leadershipworkswithfeedbackbeforehavingtoreply.

– Tools:SeatingArrangements,PIP,PALPaRandThreeReactionQuestions

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PALPaRCreatinganEffectiveExchangeinResponsetoSomeProposal

Beforeyoubegin,outlinewhatyouintendtodotosetexpectationsandthenproceedasfollows:

Present:Makethepresentation.Ask:Participantstotalkinsmallgroups.

– Providespecificdirections,likeThreeReactionQuestions.Listen:Takereportsfromeachsmallgroup.Getresponsestoone

questionatatime.Recordthefeedbackwhereallcansee.Pause:Takeafewminutes(orlonger)toreflectonthefeedbackand

developathoughtfulresponseand…Reply:Summarizewhatyouheardandthenhowyouarerespondtothe

feedback.

36ThisworkbyRickLent,Ph.D.islicensedunderaCreativeCommonsAttribution-NoDerivs3.0UnportedLicense.

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PresentationsinPerspective EnsuringthatPresentationsSupportDiscussion

• Keeppresentationsshort:nomorethan15minutes.• Usepresentationsforoverallframework.Providehandoutswithanydetails.

• Trynottobeginmeetingwithapresentation.Engageeveryonefirst,eveniftheyjustintroducethemselvestoaneighbor.

• Setexpectationsforwhatparticipantsaretodowiththepresentation’sinformation.

37ThisworkbyRickLent,Ph.D.islicensedunderaCreativeCommonsAttribution-NoDerivs3.0UnportedLicense.

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Take-Aways…YourQuestions?

Howthe(unseen)structureofmeetingsaffectsresults.

Howtousestructuretobuildengagementandalignmentaroundcriticaldecisions.

Structuraltechniquesforthefivewaysofreachingeffectivedecisionswithgroups.

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Page 39: The Secret to Building Effective Decisions in Meetings

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Thankyou!Andformoreinformation..NewbookavailableonAmazon.Designedtohelpleadersusestructuretocreatemoreproductivemeetings.Itexplains12choicesand32toolstoplanandconductawiderangeofmeetings.

Youcanalsofindmoreresourcesatwww.meetingforresults.com

Gotadifficultmeetingcomingup?Contactmeandtogetherwewillcreateaneffectivedesignforyoutolead.rick@meetingforresults.comor1-978-580-4262

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