Effective meetings are essential to successful project management, helping to energize and connect the team. Unfortunately, too many project meetings are a waste of time!

1. Run Effective Project Meetings
YOUR PRESENTER: Jonathan Weisglass
Customer Success Architect
WEBINAR HOST: Marian Manning

2. Executive Summary & Webinar Overview
1. The ‘DAFT’ approach to better meetings
2. Sample Agenda: Team Meetings
Live Questions & Answers!

3. Run Effective Project Meetings

4. Portfolio
Management
Project Management Success, on SharePoint
What is BrightWork?
Project
Management
Team
Collaboration
Continuous
Improvement

5. A Three-Step Framework for
Collaborative Project Management

6. Why are project meetings so
important?

7. Effective Project Meetings
• Are essential to collaborative project management
• Help energize the team, making them feel connected, involved and
informed
• Boost collaboration and communication
• Support decision making and problem solving

8. “Meetings get a bad rap, and deservedly so -
most are disorganized and distracted. But they
can be a critical tool for getting your team on the
same page”.
- Justin Rosenstein, Asana

9. 1. The DAFT Approach
Desired outcome, Agenda, Facilitator and Take Aways

10. DAFT
Approach
Every project meeting should have:
- Desired outcome
- Think about the purpose of the meeting.
- Agenda
- Develop an agenda to meet your objective.
- Facilitator
- A facilitator:
- Starts the meeting by explaining the desired outcome of the
meeting
- Shares the agenda
- Makes sure everyone sticks to the agenda!
- Take Aways
- At the end the meeting, summarize key actions and deadlines.
- Some people may have become distracted in the meeting so it is useful
to finish with a summary!

11. 2. Sample Agenda: Team
Meetings
Get more from team meetings

12. 1. Review and agree the agenda with the team.
2. Review, discuss and resolve any open issues.
3. Look at upcoming tasks for next week.
4. Project process and approach – any adjustments needed?
5. (Time Permitting) Tasks achieved last week.
6. AOB (Any Other Business).
7. Summarize the meeting outcomes.
Team Meeting Agenda

13. 1. Review and agree the agenda with the team
• Get everyone on the same page as the meeting starts.
2. Review, discuss and resolve any open issues
• Tackle at the start when energy levels are high.
• Ask for issues and proposed solutions.
Team Meeting Agenda Tips

14. 3. Look at upcoming tasks for next week
• Typically listed at the start of a project.
• Helpful to discuss and define as the task approaches.
4. Project process and approach – any adjustments needed?
• Do the team have any suggestions on processes or approaches?
Team Meeting Agenda Tips

15. 5. (Time Permitting) Tasks achieved last week
• Celebrate success but don’t forget that more work is needed!
6. AOB (Any Other Business)
• Discuss any other items or points.
Team Meeting Agenda Tips

16. 7. Summarize the meeting outcomes
• Recap key decisions, outcomes and action items.
• Share meeting minutes with detail of items covered and
assigned tasks.
Team Meeting Agenda Tips

17. Run
Effective
Meetings
Ensure your project meetings run smoothly:
- Try the DAFT approach (Desired outcome,
Agenda,Facilitator and Take Aways)
- Use an agenda to maximize team meetings

18. Next Steps
‐ Evolve your meetings with nine strategies and two
additional sample agendas (project sponsor and
brainstorms)
‐ Download a free copy from www.brightwork.com
‐ Purchase from Amazon (paperback and Kindle)
‐ The entire proceeds of this book (and not just the
profits) will go to Concern Worldwide, an
organization dedicated to working with the world’s
poorest people to help transform lives.

19. Next Steps

21. THANK YOU FOR ATTENDING!
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