LearnShareProsper logo Boosting Business_Performance Adele Sommers
by Adele Sommers, Ph.D.
 www.LearnShareProsper.com Adele@LearnShareProsper.com 
In This Issue

October 2023
Volume 19, Issue 10

These are free monthly tips on boosting business and professional results.

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Below find this month’s newsletter, hot off the press!

  • Special Message: Anyone Can Use These Foolproof Meeting Facilitation Techniques

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Note from the Author

Start off Your Meetings on the Right Foot!

Team conducting a tense meetingDo you dread the idea of attending yet another boring meeting with attendees who don’t show up prepared, carry on endlessly but get little resolved, and then run overtime with nothing to show for it?

Meetings held for the wrong reasons, that don’t involve the right participants, or that don’t use a disciplined meeting process can waste everyone’s time, energy, and oxygen!

Not only do they have the potential to make the participants feel perpetually frustrated and totally unproductive, they’re also a financial drain. Have you ever tried to calculate the expense of holding even a single unproductive meeting?

If you multiply the number of people sitting in a room by an average hourly rate, and then tack on the cost of employee benefits (overhead) — boy, what an eye-opener! Plus, it’s just the price of a holding one event, and it doesn’t include the expense of any related travel, food, or meeting equipment.

That’s why today’s newsletter focuses on tools, tips, and techniques that you can use at your next meeting — whether face-to-face or virtual — to immediately change the rules of the game!

I hope you enjoy this month’s features, and as always, please be sure to join the ongoing conversations by leaving your comments on my Facebook page!

Here’s to your business prosperity,

Adele Sommers, Ph.D., business improvement specialist, author, educator, and award-winning instructional designer

P.S. If you missed any previous issue, please visit the newsletter archive!

Special Message

Anyone Can Use These Foolproof Meeting
Facilitation Techniques

Want some ideas from the pros? Below are some of the most effective tactics that professional facilitators use, which I've found indispensible in my professional work:

  • Start on time; don’t reward latecomers by waiting for them.
  • Confirm the agenda topics and the number of minutes to spend on each.Meeting leader using an agenda
  • Follow the agenda; avoid hopping around.
  • Discourage side discussions.
  • Set a “no interrupting” rule.
  • Stop, repeat, and clarify the points people are making.
  • Test for closure before moving on to the next agenda item.
  • Record decisions, action items, and due dates for each topic.
  • Summarize the key decisions and action items before closing.
  • End on time, or get everyone’s full agreement to continue!
Feature Article

What’s on Your Meeting Agenda?
by Adele Sommers

Conducting great meetings depends on several activities that occur before, during, and after each event. To help you establish the conditions for success and attain the very best results, this article lists essential tips on using meeting notices, agendas, and summaries.

Use Meeting Notices to Alert Your Attendees

Meeting notices act as an “early warning system” for your participants. You should use them regularly and give recipients lots of lead time — for example, at least a week. Avoid surprising people with a last-minute summons that disrupts their entire day. Below are some useful guidelines:


Be sure your meeting notice includes all key information:

1) Meeting date
2) Starting and ending times
3) Purpose and objectives
4) List of participants
5) Location with directions or access instructions, and
6) Proposed agenda

That way, everyone will know exactly what to expect, what to do, what their time commitment is, and what’s in it for them! Request that people notify you well in advance if they will be unable to attend.


If using a web or telephone conferencing system, be sure to provide access instructions in your meeting notice, and any rules or protocols people should observe when logging or calling in to the conference.

For example, if needed, indicate the meeting time by time zone (use timeanddate.com/worldclock/converter.html for conversions), the call in number, and access code.

Explain remote meeting protocols, such as announcing oneself initially, and stating one’s name before making a comment.

Checkmark Send out a reminder the day before the meeting.

Flipchart with agendaDo All Meetings Need an Agenda?

You may be wondering whether an agenda is absolutely necessary. The answer is, it depends!

An agenda provides structure; however:

  • the fewer the people involved
  • the fewer the topics you’ll have to discuss
  • the longer the time you have available, and
  • the lower your expectations are...

...the less you’ll need structure to get something done.

If, say, you’re just going out for a long lunch with a few people to toss around some ideas on a single topic, and you have no real expectations for what you need to accomplish, then you probably don’t need an agenda.

Conversely, if you:

  • involve more people
  • to discuss more subjects
  • in a compressed time frame
  • with some very specific expectations for the outcome...

...then an agenda is an indispensable tool to help people focus on achieving the desired results. Agendas not only prepare attendees for what to expect, they also keep the meeting focused, and make summarizing much easier.

A sample of a combined meeting notice and agenda appears below:

Meeting Notice & Agenda

Date:   Thursday, July 15

Time:  9:00 a.m. to 2:00 p.m. PST (a working lunch will be provided). For remote attendees, start at 10:00 MST, 11:00 CST, Noon EST, 5:00 p.m. UTC.

Purpose & Objectives: The Human Resources Department requests your participation to explore the personnel development needs of the company’s centers of excellence in the coming year. Based on the findings from this session, we will schedule follow-up events to fine-tune our planning process.

Requested Participants: Representatives from the following centers are asked to attend (or participate remotely via live webinar conferencing):

* Marketing/Sales
* Customer Service
* Product Development
* Quality Assurance

* Order Fulfillment
* Publications & Media Design
* Information Technology
* Training & Development

Location: The Cranberry Building, 246 South St., Room B18. Please park in the Visitor area in the southwest corner of the lot behind the building. You’ll receive parking validations at the meeting. Overnight accommodations and shuttle transportation will be arranged for participants flying in from other locations.

Remote Access Instructions: For those participating via webinar, use the standard company webinar link and access meeting #123456. You can listen using voice over IP (VoIP), or call the bridge line at +01-555-555-1212 and use access code 54545#. You’ll see all electronic presentations and can interact with the on-site meeting attendees through a webinar facilitator.

Proposed Agenda:

  1. Overview and agenda review by the VP of Operations (30 min.)
  2. Strategic Planning presentation (30 min.)
  3. Brainstorming breakout sessions, with facilitators (90 min.)
  4. Working lunch and reporting back to the main group (90 min.)
  5. Discussion, wrap up, and a review of the next steps (60 min.)

Handouts will be available on the server 48 hours prior to the meeting. The meeting summary and recorded webinar will be available 48 hours afterward.

RSVP Requested: Please reply no later than July 10 with the names and contact information for the representatives from your group who will be attending, either on-site or remotely.

So, What about the Meeting Summary?

Agenda turns into a summary
The agenda and summary are the two anchor points for the whole meeting process. They represent the beginning (here’s what we aim to do) and the end (here’s what we did do).

To create a summary, you simply go down the agenda topics, record the key points, decisions, and action items, and voila! You have a summary. It’s really not that hard, but it does take a little time and discipline.

The summary helps ensure that the valuable time people spend in meetings will not be wasted, as the recorded ideas can proceed to drive future actions and decisions.

A sample meeting summary, with action item reminders, appears below:

Meeting Summary with Action Items

This is a summary of the Strategic Planning & Brainstorming meeting held on July 15. The Human Resources Dept. called the meeting to explore the personnel development needs of the company’s centers of excellence in the coming year. The following representatives participated...

Based on the findings from this session, we will schedule at least two follow-up events to fine-tune our planning process.


  • The meeting began with the overview and agenda review by the VP of Operations, followed by the Strategic Planning presentation given by the executive planning committee.

  • The brainstorming breakout sessions surfaced a total of 47 major objectives from the centers of excellence, as follows:
  • During the wrap-up and review session, 15 key points emerged that Human Resources has agreed to investigate before the next scheduled planning session, as follows:
  • Next Meeting Date: The next meeting will occur on the morning of September 14 from 9:00-12:00 PST. Further information about that event is forthcoming.

Action Items:





Date Open

Due Date



Explore options for...

John R.

July 15

Aug. 16



Answer concern about...

Louise C.

July 15

Aug. 16



Meet individually with...

Martin D.

July 15

Aug. 16

In conclusion,
meeting notices, agendas, and summaries encourage participants to contribute in an enthusiastic and meaningful way. They provide a robust structure that can compensate for any other aspects of meetings that may be less than perfect. And by taking the time to memorialize all key decisions and outcomes, your meeting summaries can help ensure that vital followup actions occur!

Copyright 2023 Adele Sommers

The Author Recommends

The “Meeting Success Kit”

Guide to Running Highly Focused, Compelling MeetingsWould you like to transform your meetings from “profit stealers” to “profit boosters”? Why not make it your goal to eliminate those dysfunctional meetings, once and for all — even if you're not the person running them!

You can do it with my “how-to” tools for making meetings hum and participants sing on key. No more sharps or flats to worry about with my Meeting Success Kit by your side.

This expanded edition delivers seven powerful step-by-step checklists; “guerrilla techniques” for diplomatically handling meeting challenges from the sidelines; in-depth case studies that can help you erase meeting headaches forever; and 62 minutes of MP3 audio with a full transcript.

About the Author

"Straight Talk" Special Report
"Straight Talk" Workbook

Adele Sommers, Ph.D. is the author of “Straight Talk on Boosting Business Performance” — an award-winning Special Report and Workbook program.

If you liked today’s issue, you’ll love this down-to-earth overview of how 12 potent business-boosting strategies can reenergize the morale and productivity of your enterprise, tame unruly projects, and attract loyal, satisfied customers. It’s accompanied by a step-by-step workbook designed to help you easily create your own success action plan. Browse the table of contents and reader reviews on the description page.

Adele also offers no-cost articles and resources to help small businesses and large organizations accelerate productivity and increase profitability. Learn more at LearnShareProsper.com.

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