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Send a Follow Up

The Project Manager, or other designated role, should send a follow up email within 24 hours of the meeting recapping action items from the meeting and next steps.

End with Actions

Every meeting should end with clear actions with well-defined responsibilities. Spend the last 5-10 minutes of the meeting discussing action items.

Begin meetings promptly. Everyone’s time is precious, respect attendees’ time and keep meetings to the agreed upon timeline. It’s easy to digress, make sure the group gets back on task when the conversation strays off topic.

Set an Agenda

Meetings need structure. Spend a few minutes putting together an agenda for your meeting. Send out the agenda prior to the meeting and include it in the invite.

Take Initiative

Keep your calendar up to date! (Consider blocking out time on either side of meeting for travel and sanity.) Use Outlook Calendar invitations to schedule your meetings Include information about the purpose of the meeting and proposed agenda in the body of the invite. Identify in the Outlook invite who is a required attendee and...

What is the Purpose of the Meeting?

Define the purpose of your meeting. In order that everyone’s time is respected, narrow the focus to allow for tangible outcomes. What do you hope to get out of this meeting?

Does this need to be a meeting?

Consider the use of everyone’s time. Can the team communicate/collaborate via email, phone conference, or other tools to move the project forward at this time?

Meeting with Purpose

Conducting efficient and purposeful meetings is an essential part of cross-departmental collaboration and project management. The “Meeting with Purpose” campaign intends to promote guiding principles, guidelines, and phraseology for conducting meetings that reinforce roles and responsibilities, actions, and clear communication of objectives. The measurement of success of this campaign will be more productive meetings that...

What’s Your Risk for Type 2 Diabetes?

Even though November is Diabetes Awareness Month we want to help you find out more information in getting help to prevent this chronic disease. Diabetes is a chronic disease epidemic that affects millions around the globe. We encourage you to understand the risks and embrace the opportunity to take action now. Did you know...

Accounts Payable- Invoices Instructions

Part A: - Highlight the following areas on your invoice: invoice #, invoice date, and vendor remit address. (Some invoices do not provide an invoice #, in that case, write down the invoice # you have come up with. In the past we suggested you use the vendor number and the total amount of the...