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Designing Effective Meetings:
SM
10 Essential Elements

Introduction Experience

©Mindful Innovation, Inc. 2013
Check In
“I arrive to this session feeling _______."

©Mindful Innovation, Inc. 2013
Reflect
• How was it to share your feeling?
• How was it to hear from others?
• What shifts, if any, did you notice?

©Mindful Innovation, Inc. 2013
Purpose
See the potential to:
• Engage every meeting participant to have
greater impact
• Improve performance
• Create the outcomes you need to get the job
done more efficiently

©Mindful Innovation, Inc. 2013
Participant Roles
1) Evaluator
2) Participant
Provide feedback in an online survey
Opportunity to sign up for next step offerings of different
programs to take a deeper dive into this material.

©Mindful Innovation, Inc. 2013
Focus on a Meeting

©Mindful Innovation, Inc. 2013
The Elements

©Mindful Innovation, Inc. 2013
Creative illustration

©Mindful Innovation, Inc. 2013
Model and Worksheet

©Mindful Innovation, Inc. 2013
4 Themes
• The content is not new but it is new
• This model is scalable
• Do it our way and do it your way
• Go slow to go fast; go deep to go far

©Mindful Innovation, Inc. 2013
1. Prepare
Make ready beforehand for a specific purpose.
1. What is at stake for the team/organization?
2. Is the meeting necessary?
3. Who should attend and what are their
roles/responsibilities?

©Mindful Innovation, Inc. 2013
2. Care
Get connected to what matters for full participation.
1. What is important to you about this meeting/event?
2. What is the potential positive impact for those who
may be attending?
3. How will we create a welcoming environment that
invites everyone to engage?

©Mindful Innovation, Inc. 2013
Exercise

1. FROM: What is the challenge?
2. TO: What is the opportunity?
As it relates to designing effective meetings.

©Mindful Innovation, Inc. 2013
3. Agree
Create safe space for authentic engagement.
1. How will we create "safe space?"
2. How will we design our partnership alliance?
3. How will we insure an efficient and effective process?

©Mindful Innovation, Inc. 2013
Process Norms
• What is said here stays here (confidentiality)
• Ask for what you need and offer what you can
• Challenge by choice
• Presume positive intentions
• Value every voice and see/honor different perspectives
• Encourage an open/possibility mindset and innovative
options
• Allow for pauses and processing time
• Have fun
• Other?
©Mindful Innovation, Inc. 2013
Procedural Norms
• If you cannot attend the meeting you may send a
representative in your place
• Start and end on time
• Cell phones off
• Assign roles to support an effective group process (e.g.
facilitator, time keeper, scribe, process observer)
• Final decisions made cannot be changed by members
who are not present

©Mindful Innovation, Inc. 2013
4. Connect
Build familiarity to create community.
1. How will we "hear all the voices?"
2. How will we discover who we are and what we care
about ?
3. How will we discover what we can create together?

©Mindful Innovation, Inc. 2013
Connection Questions
• What's important to you about this meeting?
• How are you feeling right now?
• What are you celebrating today?
• What do you appreciate about (team member)?
• What are you willing to let go of? What are you ready to
make room for?
• What's our greatest opportunity?
• What's at stake if we are successful?

©Mindful Innovation, Inc. 2013
5. Focus
Produce a clear image of what we will create together.
1. What background information needs to be shared?
2. What is the desired impact? (How will people feel?)
3. What are the desired outcomes? (What will people do?)

©Mindful Innovation, Inc. 2013
Impact
You will leave feeling inspired to experience more
because you see the potential for this methodology.

©Mindful Innovation, Inc. 2013
Impact
• Clear
• Confident
• Committed
• Curious
• Energized
• Connected (to the mission)
• Connected (to others)
• Trusting
• Valued
• Challenged (e.g. to grow)

©Mindful Innovation, Inc. 2013
Outcomes
• By the end of this session, participants will learn
about the essence, importance and critical questions
for Designing Effective Meetings: 10 Essential
Elements.
• By the end of this session, participants will identify a
take away and one action they may take to practice
their learning.

©Mindful Innovation, Inc. 2013
Outcomes
Objectives of your meeting ideally stated in a
way that is specific, measurable, achievable,
realistic and timely.

©Mindful Innovation, Inc. 2013
6. Explore
Discover and integrate to fulfill our purpose.
1. How will you conduct yourself during this meeting?
2. What formats will promote essential conversation?
3. How will we harvest the wisdom in the room?

©Mindful Innovation, Inc. 2013
Conversation Formats

©Mindful Innovation, Inc. 2013
Conversation Formats

Think - Pair - Share: Pose a question and give
participants a few moments to think about the question.
Pair up to talk about the answer each person came up
with. Pairs share their thinking with the larger group.

©Mindful Innovation, Inc. 2013
Conversation Formats

Calibration (Spectrogram): An interactive exercise
which highlights the range of perspectives in a group. A
facilitator asks a question and participants line up along
a continuum.

©Mindful Innovation, Inc. 2013
How comfortable are you exploring
new ideas?
Mindset: “Notice without judgment”
On the continuum:
•
•
•
•

1 = Risk Avoidant
2 = Cautious
3 = Curious
4 = Cliff Diver

1

4
©Mindful Innovation, Inc. 2013
Calibration
• At this moment, how likely are you to apply
what you've learned so far to your work.
• Mindset: “Notice without judgment”
Where are YOU?: 0 (Don’t Know) to
1 (not likely) 3 (may be likely) 5 (highly likely)
FIST (0)

FIVE (5)

Don’t know

Highly likely

©Mindful Innovation, Inc. 2013
Conversation Formats

Powerful Questions: A powerful question evokes
clarity, action, discovery, insight, or commitment. It is an
inquiry that creates greater possibility, new learning and
clarity.

©Mindful Innovation, Inc. 2013
What's wanting to happen in
my/our meetings?

©Mindful Innovation, Inc. 2013
7. Acknowledge
Express appreciation for strengthening connection.
1. Who and/or what are we grateful for?
2. Who and/or what do we want to celebrate?
3. How will we express our appreciation?

©Mindful Innovation, Inc. 2013
8. Evaluate
Reflect to adjust and refine.
1. What worked?
2. What would you like to be/do more, less or different?
3. What have we learned and how does that inform next
practices?

©Mindful Innovation, Inc. 2013
Critical Questions
WHAT WORKED? (e.g. "I liked..." or "I learned...")
About the context?
About the people?
About the process?
Other?

WHAT DIFFERENT? (e.g. "I liked..." or "I learned...")
About the context?
About the people?
About the process?
Other?

WHAT MORE? (e.g. "I liked..." or "I learned...")
About the context?
About the people?
About the process?
Other?

©Mindful Innovation, Inc. 2013
9. Commit
Trust we will be accountable and follow through on
next steps.
1. Who will do what?
2. By when?
3. How will we know?
4. What might get in the way and how will we
accommodate?

©Mindful Innovation, Inc. 2013
Commit
What action will you take?

©Mindful Innovation, Inc. 2013
10. Close
Intentional completion to end well.
1. What do you need to say or do to have closure
for now?
2. What is your learning or take away?
3. How will we close together?

©Mindful Innovation, Inc. 2013
Take Away
What do you want to remember?

©Mindful Innovation, Inc. 2013
www.mindfulinnovation.com
©Mindful Innovation, Inc. 2013

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Design the Meeting Everyone is Eager to Attend

  • 1. Designing Effective Meetings: SM 10 Essential Elements Introduction Experience ©Mindful Innovation, Inc. 2013
  • 2. Check In “I arrive to this session feeling _______." ©Mindful Innovation, Inc. 2013
  • 3. Reflect • How was it to share your feeling? • How was it to hear from others? • What shifts, if any, did you notice? ©Mindful Innovation, Inc. 2013
  • 4. Purpose See the potential to: • Engage every meeting participant to have greater impact • Improve performance • Create the outcomes you need to get the job done more efficiently ©Mindful Innovation, Inc. 2013
  • 5. Participant Roles 1) Evaluator 2) Participant Provide feedback in an online survey Opportunity to sign up for next step offerings of different programs to take a deeper dive into this material. ©Mindful Innovation, Inc. 2013
  • 6. Focus on a Meeting ©Mindful Innovation, Inc. 2013
  • 9. Model and Worksheet ©Mindful Innovation, Inc. 2013
  • 10. 4 Themes • The content is not new but it is new • This model is scalable • Do it our way and do it your way • Go slow to go fast; go deep to go far ©Mindful Innovation, Inc. 2013
  • 11. 1. Prepare Make ready beforehand for a specific purpose. 1. What is at stake for the team/organization? 2. Is the meeting necessary? 3. Who should attend and what are their roles/responsibilities? ©Mindful Innovation, Inc. 2013
  • 12. 2. Care Get connected to what matters for full participation. 1. What is important to you about this meeting/event? 2. What is the potential positive impact for those who may be attending? 3. How will we create a welcoming environment that invites everyone to engage? ©Mindful Innovation, Inc. 2013
  • 13. Exercise 1. FROM: What is the challenge? 2. TO: What is the opportunity? As it relates to designing effective meetings. ©Mindful Innovation, Inc. 2013
  • 14. 3. Agree Create safe space for authentic engagement. 1. How will we create "safe space?" 2. How will we design our partnership alliance? 3. How will we insure an efficient and effective process? ©Mindful Innovation, Inc. 2013
  • 15. Process Norms • What is said here stays here (confidentiality) • Ask for what you need and offer what you can • Challenge by choice • Presume positive intentions • Value every voice and see/honor different perspectives • Encourage an open/possibility mindset and innovative options • Allow for pauses and processing time • Have fun • Other? ©Mindful Innovation, Inc. 2013
  • 16. Procedural Norms • If you cannot attend the meeting you may send a representative in your place • Start and end on time • Cell phones off • Assign roles to support an effective group process (e.g. facilitator, time keeper, scribe, process observer) • Final decisions made cannot be changed by members who are not present ©Mindful Innovation, Inc. 2013
  • 17. 4. Connect Build familiarity to create community. 1. How will we "hear all the voices?" 2. How will we discover who we are and what we care about ? 3. How will we discover what we can create together? ©Mindful Innovation, Inc. 2013
  • 18. Connection Questions • What's important to you about this meeting? • How are you feeling right now? • What are you celebrating today? • What do you appreciate about (team member)? • What are you willing to let go of? What are you ready to make room for? • What's our greatest opportunity? • What's at stake if we are successful? ©Mindful Innovation, Inc. 2013
  • 19. 5. Focus Produce a clear image of what we will create together. 1. What background information needs to be shared? 2. What is the desired impact? (How will people feel?) 3. What are the desired outcomes? (What will people do?) ©Mindful Innovation, Inc. 2013
  • 20. Impact You will leave feeling inspired to experience more because you see the potential for this methodology. ©Mindful Innovation, Inc. 2013
  • 21. Impact • Clear • Confident • Committed • Curious • Energized • Connected (to the mission) • Connected (to others) • Trusting • Valued • Challenged (e.g. to grow) ©Mindful Innovation, Inc. 2013
  • 22. Outcomes • By the end of this session, participants will learn about the essence, importance and critical questions for Designing Effective Meetings: 10 Essential Elements. • By the end of this session, participants will identify a take away and one action they may take to practice their learning. ©Mindful Innovation, Inc. 2013
  • 23. Outcomes Objectives of your meeting ideally stated in a way that is specific, measurable, achievable, realistic and timely. ©Mindful Innovation, Inc. 2013
  • 24. 6. Explore Discover and integrate to fulfill our purpose. 1. How will you conduct yourself during this meeting? 2. What formats will promote essential conversation? 3. How will we harvest the wisdom in the room? ©Mindful Innovation, Inc. 2013
  • 26. Conversation Formats Think - Pair - Share: Pose a question and give participants a few moments to think about the question. Pair up to talk about the answer each person came up with. Pairs share their thinking with the larger group. ©Mindful Innovation, Inc. 2013
  • 27. Conversation Formats Calibration (Spectrogram): An interactive exercise which highlights the range of perspectives in a group. A facilitator asks a question and participants line up along a continuum. ©Mindful Innovation, Inc. 2013
  • 28. How comfortable are you exploring new ideas? Mindset: “Notice without judgment” On the continuum: • • • • 1 = Risk Avoidant 2 = Cautious 3 = Curious 4 = Cliff Diver 1 4 ©Mindful Innovation, Inc. 2013
  • 29. Calibration • At this moment, how likely are you to apply what you've learned so far to your work. • Mindset: “Notice without judgment” Where are YOU?: 0 (Don’t Know) to 1 (not likely) 3 (may be likely) 5 (highly likely) FIST (0) FIVE (5) Don’t know Highly likely ©Mindful Innovation, Inc. 2013
  • 30. Conversation Formats Powerful Questions: A powerful question evokes clarity, action, discovery, insight, or commitment. It is an inquiry that creates greater possibility, new learning and clarity. ©Mindful Innovation, Inc. 2013
  • 31. What's wanting to happen in my/our meetings? ©Mindful Innovation, Inc. 2013
  • 32. 7. Acknowledge Express appreciation for strengthening connection. 1. Who and/or what are we grateful for? 2. Who and/or what do we want to celebrate? 3. How will we express our appreciation? ©Mindful Innovation, Inc. 2013
  • 33. 8. Evaluate Reflect to adjust and refine. 1. What worked? 2. What would you like to be/do more, less or different? 3. What have we learned and how does that inform next practices? ©Mindful Innovation, Inc. 2013
  • 34. Critical Questions WHAT WORKED? (e.g. "I liked..." or "I learned...") About the context? About the people? About the process? Other? WHAT DIFFERENT? (e.g. "I liked..." or "I learned...") About the context? About the people? About the process? Other? WHAT MORE? (e.g. "I liked..." or "I learned...") About the context? About the people? About the process? Other? ©Mindful Innovation, Inc. 2013
  • 35. 9. Commit Trust we will be accountable and follow through on next steps. 1. Who will do what? 2. By when? 3. How will we know? 4. What might get in the way and how will we accommodate? ©Mindful Innovation, Inc. 2013
  • 36. Commit What action will you take? ©Mindful Innovation, Inc. 2013
  • 37. 10. Close Intentional completion to end well. 1. What do you need to say or do to have closure for now? 2. What is your learning or take away? 3. How will we close together? ©Mindful Innovation, Inc. 2013
  • 38. Take Away What do you want to remember? ©Mindful Innovation, Inc. 2013