Tag Archives: meeting effectiveness

Starting a new job or client project in a virtual world

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If you are starting a new job or a new client engagement during this pandemic, you are most likely missing (and even craving) the in-person contacts that you are used to. The job interviews and onboarding may have been all virtual and the actual work may still be all virtual. For a new client engagement, you may be doing not just the kickoff meeting but all the subsequent work virtually. And this virtual mode may be the situation for the foreseeable future.

Neither of these scenarios is the same as a team or group of people who already know each other well and have formed good working relationships to suddenly be working virtually.

Given our work is often all about the relationships, what are some of the challenges of this new way of working with clients or starting a new job? And how best to address them? Some lessons and tips from my latest client engagement experience:

Culture – We have all heard the phrase “culture eats strategy for lunch”. You must work that much harder to understand the culture of an organization when you are not spending time together in person. Early on, find out what the norms and values of the organization are from your key contacts. Observe and listen. And don’t be afraid to ask questions.

Politics – Every organization has its politics. Best to stay out of them if you can. But you need to be aware of the politics and how best to navigate to get results. The politics may be less evident (a good thing) in the virtual world but are still there.

Who’s who – If you are used to getting to know your new colleagues or clients more informally to build a good, trusting working relationship, then this is all new. Continue reading →

7 Tips for effective virtual meetings

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If you have the kind of job where you can work from home, you have probably been on hundreds of virtual meetings in the past four months. And this will most likely continue for the foreseeable future as many companies have no set date for when they will have employees return to their offices. There are plenty of articles with overall tips for working from home. Here are my tips for effective virtual meetings:

Follow meeting norms – If your company had meeting guidelines and standard practices when you were all in person, continue to follow them. During my interim engagement at the University of Vermont Health Network, I became very familiar with the meeting norms in IT and shared them in a previous blog post – “We’re at meeting norms”. I consider them best practice. They included behaviors that contribute to productive, collaborative work. I can honestly say that the meetings there were some of the most productive, focused, and efficient meetings I have seen in all the organizations I’ve worked in. One of the most useful is having 25- or 50-minute meetings. When you are working in whatever home office setup you have, you do not have to move between meeting rooms. But you still need time between calls whether it’s a bio break, time to stand up and stretch, organize your follow-ups, or get ready for the next meeting.

Know how to use the tools – Get to know all the features of your preferred/default video conference tool and be comfortable navigating in it. But be flexible and quick to adapt to other tools as needed if the meeting host has a different default tool. Be patient when technical issues arise and work together to resolve quickly or find a workaround. People are more supportive and tolerant of issues now compared to when there was just one or two people remote with everyone else in a conference room together wondering why the remote people were having issues. Continue reading →

“We’re at meeting norms”

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That’s a new phrase for me. One I’m still getting used to at my current interim engagement in IT at the University of Vermont Health Network. Said like that, it means it’s 10 minutes to the hour and time to wrap canstockphoto15517676 (1) meeting normsup the meeting. Time for people to shut down any video conferencing, clear the room, take a bio-break and get to their next meeting. And for others to come in and get set up for the next meeting to start right on time. And start on time they do.

This is a meeting discipline that makes a lot of sense and everyone seems to have adapted to it. As the new outsider, I’m still getting used to it and trying my best to conform. Get there on time and if chairing the meeting, wrap up by 10 minutes to the hour (5 minutes if it’s a 30-minute meeting).

Other meeting norms the IT department has established include all agendas and meeting materials available in advance as part of the meeting invite, not sent around separately as emails with attachments. I was told early on that if a meeting doesn’t have an agenda, you’re free to not attend the meeting. While I’ve seen no specific guideline on this, I wouldn’t be surprised. Another way to ensure meetings have purpose and a plan for the time. Continue reading →