Great meetings don’t just happen

Form objectives:Provide a format for you to adapt to develop meeting norms that fit your team and circumstances

Help you apply the phrases in Perfect Phrases for Virtual Teamwork

Tips: Seek agreement on meeting practices early on – such as in the pre-launch phase Use this form as a starting point to create your own Get input on favorite best practices to be included in meeting norms Post in a central location (possibly virtual)

Sample completed. Blank is below on the next page.

MEETINGNORM

TEAM LEADER INPUT TEAM MEMBER INPUT ADAPTED NORM

How often? Weekly for the first month to get clarity about roles, milestones,

etcetera. Then as needed

None Weekly for the first month to get clarity about roles, milestones,

etcetera. Then as neededWhen? (day and time) Mondays at 8 AM EST East coast needs to start at 9 Mondays 9 AM EST

When to call unscheduled meetings

When there is a milestone event coming up, milestone completions,

urgent team decisions, etc.

Nancy recommends making sure a meeting is the best forum and

necessary before calling one and getting team member input first.

When there is a milestone event coming up, milestone completions,

urgent team decisions, etc. and the initiator has weighed forum

optionsWho can call unscheduled

meetingsOpen – not limited to team lead Team lead or two team members Team lead or two team members

Meryl Runion 719-684-2633

TEAM MEETING NORMS FORM

MEETINGNORM

TEAM LEADER INPUT TEAM MEMBER INPUT ADAPTED NORM

How often?

When? (day and time)

Time blocks preferred

Time blocks unavailable

When to call unscheduled meetings

Who can call unscheduled meetings

Medium to use for each meeting

Legitimate reasons to miss a meeting

How to handle absences andupdate absentees

Software for notification

Meeting formats / effective meeting protocol

Meryl Runion 719-684-2633