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Current news and trending topics for sales and financial industry professionals

Just Another Meeting or a Meeting of the Minds?

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Learning how to turn your staff meeting into a meeting that produces results and develops team bonding can be simple and fun.  First identify  your objective.  Create an effective staff meeting in which your team can:

  • Develop strategies
  • Create operating processes
  • Openly share thoughts and ideas
  • Implement plans to achieve objectives

An effective team meeting should produce results.  Make certain each meeting you have is well thought out in advance.  After the meeting,  review thoroughly  to recognize and record the results  produced.

Team meetings are critical to the execution of projects.  

If proper management is not implemented, the meeting can  produce unfavorable results.

Have An Agenda – Create an outline and leave space to record  notes.  Use a consistent format for each meeting.

Listen To Your TeamEncourage employees to share their thoughts, insights and ideas.

Allow Team Member Interaction – Just as you encourage employees to share their thoughts and insights, encourage employees to interact with one another.  Make sure  team members are engaging in effective interpersonal communication with other team members.

Be Time Sensitive – Start and adjourn each meeting on time.  The facilitator of the meeting must make sure  discussions do not veer from the topic.  When this happens, step in and redirect the discussion.

Identify Action Plan – List the critical strategies you have developed;  operating processes and  procedures that will be applied to achieve your objectives.  This will ensure  your employees can see at a glance what is expected of them.

Establish TimelinesDiscuss deadlines during the meeting.  Each team member will then know the  amount of time they have to complete a project.

Follow Up Notes – Assign someone to take notes.  Notes should be documented during and after the meeting while they are still fresh in mind and distributed to each team member.

In case you missed our blog, “When Was The Last Time You Attended A Productive Meeting,” https://aeschlapia.wordpress.com/2012/03/13/when-was-the-last-time-you-attended-a-productive-meeting/ we included resources to help you through the process of holding regular staff meetings.   Sample Team Meeting Agenda

Because effective team meetings require more than preparing an agenda, Ironstone has designed a workshop that covers the what, the why and how to produce results through your team meetings.  In this workshop you will learn how to define and create an action plan for each of your team meetings.

As humans, we have interactive processes that change and develop incessantly.  Well planned team meetings will put your firm on the path to building and developing strong relationships with one another, nourish a healthy work culture and create new interactive processes.  Be sure to follow an established operating procedure to ensure consistency for your team meetings.

Contact us for more information about our Team Meeting Workshop!   We will help you dig beneath the surface to ensure  your staff meetings are productive and effective.   We want to hear from you!   Share your best team meeting idea with us!

Follow us as we explore each of Ironstone’s Fundamental 4™!
• Strategic Planning
• Business Development
• Operational Effectiveness
• The Human Element

You won’t want to miss our next in the series: Human Element-Organizational Skills

• Email us at info@ironstonehq.com
• Call our office at 800-917-8020
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Author: Andrea Schlapia

Over 20 years of experience in the financial industry and thousands of business professionals • Founder and CEO of Ironstone, • Certified Myers-Briggs Master Practitioner, performance culture and sales communication strategist • Certified Executive Coach through Coach U • Dynamic and entertaining keynote speaker at national conferences, breakout sessions and “lunch and learn” events • Motivating and real-world tactics delivered through value-added programs for Wirehouse, Independent and Banking channels • Accolades for the highest program evaluations and continuous return-speaking requests. • Dedicated to inspiring people to achieve bottom-line results for sustainable change: Andrea works with entrepreneurs and business professionals from various fields, striving to find and fill the gaps of each practice entrusted to Ironstone's care. Email Andrea with your practice management questions: info@ironstonehq.com

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