Tel 519-576-2262

About TPC Services How We Help Client Stories Coaching Centre Connect

Customized One-on-One Business Coaching for Financial Advisors

Effective team meetings

Originally published Oct 2014. Revised in February 2021. 

 

Effective Team Meetings

 

“Meetings are indispensable when you don’t want to do anything.” 

- John Kenneth Galbraith

 

Many people share Mr. Galbraith’s view of meetings – they are often seen as a waste of time and they can be if not structured properly. When you have a team of two or more people however, meetings are a key part of effective communication in an office.

 

Here are some tips to make your meetings a more productive use of your time: 

 

1) Have a set time for your team meetings and schedule them in your calendar for the year. For example, day long annual planning meeting, quarterly team meetings and weekly meetings. If you are doing virtual meetings, plan them in 2-hour spans to avoid zoom fatigue.

 

2) Find a day of the week and time of day when energy levels are high. Tuesday morning meetings often work well. Consider each team member's convenience. 

 

3) Have an agenda for every meeting with a clear outcome. If you like a sample, let us know.

 

5) Set a time limit for meetings so people stay on point.

 

6) Build in team accountability. You can use a worksheet or shared to-do list which has key responsibilities, time frames and have each team member report on their own items to ensure everyone is involved.

 

7) Hold the meeting even if the whole team isn’t there. Even if the lead advisor is away, the remaining team members should still get together to touch base on things.

 

8) Have someone record minutes even if only in point form.

 

9) Add some variety (i.e. guest speaker on a topic that is relevant to the group, training on software, or watching a short TED talk). 

add a comment
Subscribe to this Blog Like on Facebook Tweet this! Share on LinkedIn

Contributors

Kim Poulin, Business Coach
6
April 16, 2021
show Kim's posts
Kelly Maxwell, Marketing Specialist
13
February 19, 2021
show Kelly's posts
April-Lynn Levitt, Business Coach
8
February 9, 2021
show April-Lynn's posts
Fortunato Restagno, Brand Coach
4
January 25, 2021
show Fortunato's posts
Patricia Giesbrecht, Business Coach
4
December 10, 2020
show Patricia's posts
Afsar Shah, Business & Regulatory Coach
7
May 12, 2020
show Afsar's posts
Bob King, Business Coach
1
August 30, 2019
show Bob's posts
Heather Amlin, Operations & Efficiencies Coach
1
June 17, 2019
show Heather's posts
Art Schooley, Business Coach
1
June 17, 2019
show Art's posts

Latest Posts

Show All Recent Posts

Archive

Tags

Everything Newsletter Event Advice Coaching Strategies Human Resources Team Excellence Value Proposition Marketing Branding Contact Management Advisor Skills Personal Effectiveness Leadership Financials Succession Planning Compliance Regulatory Risk Management Referrals Client Relationships Millennials Gen Y Time Management Technology Telecommunications Productivity Forum Magazine Buying/Selling a Business Hiring New Client Acquisition Digital Marketing