Case
Study #5 The Case of the Monumental Meetings
|
The Situation |
| The
16 senior executives of ABC Electronics Corp.1
met twice a week. On Tuesday afternoon they met for a few hours for an informational
discussion on topics of interest. On Friday they met to make decisions. |
| The Friday
meetings, which almost always took the entire day, gave rise to universal frustration.
Arguments over issues would go on for hours, often without resolution. Issues
thought to have been decided in prior meetings would arise and be debated at length,
as if the prior decision had never been made. The CEO was discouraged because
he couldn't get the vice-presidents to make a decision. They would argue until
he got weary and ended the discussion by imposing his decision. Everyone felt
that the meetings were unproductive. |
The Goals |
| The
CEO engaged Frontier Associates, Inc. (FAI) to accomplish two primary goals. First
and foremost was to get the senior managers to efficiently make decisions and
own them instead of always relying on the CEO. The second was to make the Friday
meetings more efficient and effective by radically reducing their duration and
improving the quality of their results. |
The FAI Analysis |
| To
understand better what was going on in the meetings we conducted a confidential
1-on-1 interview with each of the senior executives. Their universal discontent
with the meetings was confirmed. In addition we discovered that there was disagreement
as to the purpose of the meeting. Some of the vice-presidents expressed the belief
that the purpose of the meeting was to debate the issues so that the president
could make an informed decision. One even said that when there appeared to be
agreement he often took the devil's advocate position, even though it was not
consistent with his personal viewpoint, to make sure that all viewpoints were
represented. |
| Based
on these interviews we concluded that the group lacked some key components for
holding effective meetings: |
| | Explicit
agreement as to the meeting's purpose. |
| | Clear
guidelines as to how the meeting would arrive at decisions. |
| | Effective
processes for managing the meeting. |
| In
addition, we found that the senior executives perceived that they were primarily
accountable only for their individual departments, and that overall accountability
for the company rested solely with the CEO. |
| As
a result of this analysis, we established the following approach for accomplishing
the engagement goals: |
| | Alter
the senior executives' perceptions so that they regarded themselves as being jointly
accountable for the entire company. |
| | Effective
processes for managing the meeting. |
The FAI Solution |
| We
reported a summary of our findings to the senior executive group. Many were surprised
to learn that there was lack of consensus on the purpose of the Friday meeting.
The CEO was astonished to discover that other executives viewed the meeting as
a debating exercise to help him reach a good decision. Along with the existing
frustration, these revelations established sufficient motivation for the group
to act to improve the meeting. |
| We
then conducted a training for the executives in efficient meeting management2.
Some of the topics included the purpose of meetings, creating a purpose for a
specific meeting, the roles of the various meeting participants, creating agendas,
suggested guidelines for meeting management, and managing various meeting processes
to efficiently arrive at meaningful decisions. |
| At
the first Friday meeting after the training, two agenda items were the main topics.
The first was a declaration that the senior executives as a group were accountable
for everything that occurred at the company. The CEO declared that while he remained
accountable to the board, he would overrule a decision of the senior executive
group only in extreme circumstances. The topic sparked a lively discussion that
resulted in unanimous passage of the declaration. |
| The
second main topic established the purpose of the Friday meeting and set meeting
guidelines consistent with the declaration. The executives decided that the purpose
of the meeting was to "to uncover and resolve any impediments to fulfilling
the company's strategic plan." Here are some of the meeting guidelines they
adopted: |
| | The
meeting would be scheduled for two hours and would start and end exactly on time,
regardless of who was present. |
| | The
CEO would vote only in the event of a tie or, in extreme circumstances, to exercise
a veto. |
| | An
absent senior executive could send his or her deputy, who could exercise the senior
executive's voting power. All members agreed to be bound by the decisions of the
group whether or not they were present. |
| | All
supporting material for an agenda item had to be distributed to all participants
by end of day on the Monday prior to the meeting or the agenda item was removed
from the draft agenda. |
| | The
meeting would be conducted under the assumption that all participants had read
the supporting material. No time would be taken during the meeting to repeat material
previously distributed. |
| | The
group would aim for consensus decision in all cases. Where consensus could not
be reached, the participants would either use majority vote or the CEO would decide. |
| | The
Friday meeting would be used only for making decisions. All background discussions
would take place at other times. |
| | The
COO would play the role of meeting manager. In that capacity, he would be accountable
for ensuring that the agenda was fulfilled, and he would stay out of content discussion. |
| For
six months after the training an FAI consultant sat in on many of the Friday meetings
to observe and provide coaching to the COO as meeting manager. Typically the consultant
would simply observe the meetings and later e-mail observations and coaching to
the COO. |
The Results |
| The
Friday meetings, which had typically lasted all day with an indefinite ending
time, now could be relied on to last precisely two hours. All participants said
that the meetings were now highly productive and worth their time. The CEO said
that the vice-presidents were making decisions and holding themselves fully accountable
for the activities of the company. Five years later, despite an almost complete
turnover in personnel, the meetings are still run with the same principles and
produce the same high level of results. |
Summary |
| With
proper training and coaching, meetings can be made highly productive and satisfying. |
| -------- |
1.
Names have been changed to maintain anonymity. 2. See the Effective
Meetings Workshop and the Effective
Meetings series of The Inquiry articles for some of the principles covered
in the training. |
Article version 1 © 2002 Frontier Associates, Inc. Permission is
granted to reprint and distribute this article provided that the copyright and
source information are included. |