Realty Times February 12, 1999

Five Ways To Improve Your Sales Meetings
by Marylyn B. Schwartz, CSP

"I'd like to start this meeting today with a few ground rules. I'm going to speak and you're going to listen. In the event you finish before I do, please don't raise your hand..."

How many meetings have you sat through where you would have been very grateful for the right to exercise that option? If you are like most people, the answer is too many.

Yet, the fact remains that every working day around the country people are reluctantly crowding into too hot or too cold conference rooms, coffee mug in one hand and the ubiquitous pen and pad in the other, and preparing themselves for yet another time-wasting exercise in futility...a meeting.

Admittedly that does sound a bit melodramatic. After all, meetings are the very loom businesses weave their futures upon - professionals sitting down face-to-face and generating solutions to challenges they haven't even thought of yet.

No, it's not the meeting in and of itself that is the robber baron of the sales-person's precious time and energy. It's the way we are still conducting meetings that has brought grownups to their knees at the mere utterance of the words, "We are having another meeting today to discuss...."

Take heart. There is hope and there are solutions for improving your meetings. After years of gathering feedback from managers, supervisors and the agents, some profoundly simple truths surfaced. After culling and stripping them down, it seems that there are five basic rules that, when followed consistently, will have even the most skeptical generation X'er looking forward to your next meeting.

RULE No. 1:

Stop having meetings unless you are certain that is what is called for. Too often we call a meeting without asking if the information to be communicated can best be communicated more effectively in another way. One reason we traditionally put people into the same room to come to decisions was that we lacked other forms of technology able to accomplish the tasks at hand without being joined together at the hip, so to speak.

With the dawn of e-mail, readily available faxes, teleconference centers, conference calls and telepathy (just wanted to see if you were still with me), the need for a meeting is greatly diminished. The person who "owns" the problem, in other words the person who called the meeting, can easily pose questions to the appropriate resources and share their input one to the other through that technology.

A note here about the attendees at a meeting or the resources: These are the folks that have to be at the meeting because their input is necessary to the solution(s). It is the job of the person calling the meeting to be certain he or she chooses those people carefully. People resent being at meetings that have no relevance for them and where they sit aimlessly waiting for the torture to end. If anyone asked them why they were there, they would probably tell them they had no idea. They just got the word to show up.

RULE NO. 2:

Shame on you if you call a meeting and there is anyone present who hasn't a clue why. It's the meeting caller who is responsible for creating the agenda for the meeting, well in advance of the actual meeting. Perhaps you are thinking, "Oh, not the old agenda routine. That's as tired as Robert's Rules." Well, guess what? You're right and this is one of those things that still packs a big punch with the meeting crowd. Surveys point to the fact that, when asked, people say they very much appreciate knowing what will be covered in the meeting, what time it will begin and end, and what input is expected from them.

The other advantage of an agenda is it allows people to add items, within a certain timeframe, and to be prepared to discuss items already appearing on the agenda. It's frustrating to be sitting in a meeting and suddenly have a topic surface that, had you known in advance was going to come up, would have allowed you to prepare to give your input.

The agendas of old were wordy and too lengthy for even the most studious person to read through. Don't make that mistake. Make your agenda short, sweet and noticeable. Here's an example of a format that I have found to be effective and actually read:

  • Heading: Start with a catchy opener so that people will read it the minute it hits their e-mail or In box. Put it on brightly colored paper if it's being hand-distributed.
  •  Where? When? Why? and Who?: Answer these four questions immediately following the heading. Stay on track and begin and end on time. Nothing will get you more credibility and increase your attendance at meetings faster than being punctual. People will respect you for respecting their time and commitment.
  • Bulleted Agenda Items: In as few words as possible state what's going to be discussed, note if people need to bring or prepare anything for the meeting and, if applicable, where and by when to add an agenda item.
  • RSVP: To whom and by when. Here's a heading I used awhile ago that got the agents' attention: Broker Predicts Housing Prices Will Triple (by the year 2025...so let's get together to plan for the future)

    RULE NO. 3:

    Don't trust your memory or that of the meeting attendees. Take notes. Scary as it is, every seven seconds in this country someone turns fifty. Being one of those soon to be initiated into the seven seconder's club, I can tell you without hesitation, memory is the first thing to go, followed quickly by many other things.

    Now, what was I saying? Oh, yes, taking notes. Appoint a secretary -rotate alphabetically in the group if you get together regularly, draw a name from a bowl, whatever it takes to ensure a secretary is appointed. Calm that person by ensuring that the job of the note taker is not to write the sequel to War and Peace. It's to capture the key points and decisions, only! Record all commitments made, and by whom, and the dates things are to be completed.

    "Minutes" are useless if they are not distributed shortly after the meeting takes place. The rule of thumb is two days maximum. Everyone at the meeting and anyone who was absent should be given a copy. It is their job to read the minutes and, if you are good about getting the minutes out there, you'll find people won't be able to whine and say, "No one told me that was happening, being adopted, required, and the like." See, all you have to say is, "Didn't you read your minutes?" and voilá, you're off the hook.

    Rule NO. 4:

    Create the "Rules of the Road" and stick to them like glue. How annoying is it to have side conversations, people coming in late, beepers going off, people doing other things, people who take center stage and no one else gets a word in edgewise? Annoying to the 'nth degree and beyond. So, whose job is it to prevent the meeting from turning into a scene from the Titanic? Yes, you guessed it. It's the meeting planner's job.

     The rules are simple and fairly universal:

    • Start and end on time.
    • Headline and build.
    • One conversation at a time.
    • Respect confidentiality.
    • Keep on track.
    • No idea is a bad idea.
    • Participate.
    • No "killer statements" (negative or insulting comments that squelch creativity, i.e. "We tried that and it doesn't work," " That's a silly idea,"and so forth).
    • Leave "baggage" outside (no hidden agendas, please).
    • Be a team player.
    • Clean up after yourselves.
    • Have fun!!

    Use these rules or have your group brainstorm their own set of rules, then post them in your meeting room and live them every time you have a meeting.

    RULE NO. 5:

    Have fun...That's the most important rule of all. Yes, old Mr. Roberts was a stuffed shirt and at his meetings somber and respectful were the words people lived by. Today we march to the tune of a different gavel. Yes, you can accomplish the agenda and end punctually, while having a great time. Laughter and fun are the best tools to employ to get salespeople to line up for meetings.

    There are literally hundreds of books filled with five-minute icebreakers that help to get the meeting off to a clever start. Books on creativity line the library and bookstore shelves. Check them out and learn how little mini-exercises and silly props get people to open up and participate immediately. Oh, and never underestimate the power of food to draw in the flock. It will never take the place of a great agenda and exemplary planning, but it helps even the best meeting planner to hit a home run.

    Meetings - where those in attendance have a reason for being there, begin and end on time, stay on track, create "ah-ha"s for the participants, prove to be a way for people to grow professionally and personally, and are fun - are the ones that will be well attended every time. Happy people are productive people. You have to start meeting like this!



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