Meetings That Deliver

Every great off-site meeting should have well crafted objectives that the top leadership team is committed to achieving. The off-site objectives should drive every other decision about the off-site meeting. They will influence the location, how many days, who will attend, and how much preparation time and resources you will need. So get started early, ideally 3-4 months before the meeting. Keep in mind your venue site; some companies book their venues 1+ years in advance.
Leaders sometimes underestimate what an important, and potentially defining, leadership moment such off-site meetings can be – for better or for worse! Invited participants assume that everything that happens, everything on the agenda, is there because the most senior leaders wanted it there. They expect to hear from the senior leaders, and they often are interested in the senior leaders’ reactions to what happens and what is discussed at the meeting. Be sure your senior leaders appreciate both the opportunities and risks that such meetings present. And be sure to design the meeting in such a way as to help them make the most of their leadership moments.
Meetings that have impact engage people - their minds and their hearts. Think of the few off-sites you’ve been to that really made a difference, off-sites that truly accelerated lasting, positive changes in your company or organization. What happened? Chances are that these meetings demonstrated a few important meeting design principles.
Get Creative, there are dozens of effective and engaging ways to accomplish off-site objectives - clustering people in smaller discussion groups, electronic “secret ballot” surveying, hands-on projects that help drive home key points and build relationships, panel discussion formats, customer speakers, and so on. Of course, the choice of methods is guided by your specific off-site meeting objectives and the design principles above. No matter how “cool” the method is, it has to be a “best choice” to serve off-site objectives and design principles. Splashy methods can make a meeting memorable; they are only worthwhile if they are created to delivering on the meeting objectives. Charisma Productions Network can help you develop what it takes in order to get your meeting objectives met and exceeding all of your expectations.

Off-site Meeting Design Principles
Connection before Content: People are encouraged to “connect” with each other, informally and personally. This happens early and often. If the meeting participants are to do any “real work” with each other at the off-site (e.g. make new organizational arrangements, commit resources, etc.), this foundation of personal connection is essential.

Conversations, not lectures: There is lots of conversation, and little lecture. The core principle here is that people typically learn more, and change more, when they have to formulate and express their ideas, not just listen to the ideas of others.

The right people: The “right” people are in the room. Building and paring the invite list for most off-sites is a challenge, and invariably additional people get added for political reasons. But be sure that enough of the right people are there – the ones with the knowledge, the power, and the influence to accomplish the meeting objectives - and the ability to bring the rest of the organization along with the new direction when they return to work. Be careful not to dilute the meeting with too many who are not well positioned to help.

An off-site is more than a list of agenda items: There is a coherent arc to the meeting, an overall story line. Each step of the meeting builds toward the next step, serving the overall objectives and deliverables. You get the sense that it is well choreographed, that there is a good reason for everything that is on the agenda.

The “how” says volumes about the “what”: How the meeting is conducted is in sync with the messages delivered at the meeting. For instance, if the message is that senior management wants ideas and input from the next levels of management, then lots of time at the meeting must be devoted to eliciting ideas, and demonstrating that (at least some of) the ideas will be acted upon. It isn’t, “55 minutes of slides with 5 minutes of Q&A.” Careful design helps the meeting itself “walk the talk.”

The off-site began before it started, and finished well after it ended: There is pre-work and communication that prepares you to be most effective in your time together and there is follow-up after the off-site that helps assure that things committed to at the off-site are accomplished and integrated into your on-going work.