Tag Archives: agenda

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Meeting Primer: Make Every Minute Matter

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So you’ve decided to call a meeting. Maybe you and your client’s team are due for an update/ check-in; or has an unexpected glitch created a project roadblock that demands a problem-solving strategy? Let’s look at the bright side—-has what appears to be an opportunity revealed itself and the purpose of your meeting is to verify that the opportunity is not a mirage and deciding how to proceed?

Oftentimes, a meeting means a decision must be made. When it comes to meetings one thing is certain—the purpose is always about finding the way forward, where you’re going and how you’ll get there. Moreover, there are always action items to follow-up on.

Meetings have a checkered history; there is an unfortunate tendency to deviate from the agenda and get lost in the weeds. Salvation is within reach, however, when the convener—you!—thinks through the key components of the meeting so that you will enable the meeting to both fulfill its purpose and leave the participants feeling energized, engaged and effective.

Agenda

It is your job as meeting convener to create the conditions for a successful meeting. Begin by identifying the purpose of your meeting—must potential solutions to a problem be explored, or must the team determine strategies that will advance a certain goal? Once the meeting purpose is confirmed, the convener will then consider which information and/or actions will be needed to support the meeting purpose and inform the creation of the meeting agenda—which will be the meeting journey roadmap. To create the agenda, allow yourself to do some some free association thinking to get a mental picture of what must be discussed and resolved.

Attendance

Next, decide who should attend, as well as those who perhaps for political reasons you would be wise to invite. There may be certain stakeholders or power brokers who must be in the room (or in virtual attendance), whether you want them there or not. Those on the must-invite list could be a net-positive, however; you may be able to convince one of the VIP attendees to troubleshoot, green-light, recruit allies, approve funding, or somehow advance your vision of what needs to happen.

Following the list of heavy weights, you’ll be free to draw up a list of those who should attend, who you want to attend, because they have the subject expertise and insight that will benefit the meeting purpose. Finally, there are those you should ask to attend because they know how to get things done and can be trusted to carry out important action items—and just as valuable, if there’s a vote taken, they’re with you!

Bear in mind that there may be stakeholders /VIPs who simply appreciate receiving info regarding the outcome of your meeting, but they do not need or want to attend. If someone doesn’t need to be there, offer them alternatives, such as asking them for pre-meeting input or sending them a follow-up meeting summary. Fewer attendees mean more-focused conversations—and ultimately better outcomes.

Use the “Five W’s”—who, what, where, when, and why—to generate the participant list. Who needs to be there? What, if any, special information should you bring in resources to support the conversation (meeting handouts or presentation slides? What information can drive decision-making and needs to be shared and what is just a distraction and doesn’t need to be included?

You must also consider the most inclusive and welcoming format for the meeting—in person or virtual? It’s entirely likely that your meeting will be hybrid and it will be necessary to design logistics that will make those who attend virtually feel fully present.

Engagement and participation

As you know, the best meeting outcomes are achieved when you bring together participants who have the means and motive to contribute something relevant to the proceedings. Lackluster participation in meetings weakens the result by reducing collaboration, hampering decision-making and eroding team unity. How can you encourage more fruitful engagement? Step One is to create an agenda that directs attention to the core purpose of the meeting, whether check-in, problem-solving, or decision that must be made, or opportunity to exploit.

Start by clarifying expectations for the meeting and participants by outlining some of the supportive behaviors you want to see in your meetings. For example, you might emphasize mutually supportive behaviors such as nonjudgmental communication, collaborating to tackle challenges together, sharing of resources and information. It’s also helpful to offer team members different ways to contribute—for example, allow for written input before, during, or after meetings. Giving those who are typically less vocal a structured role can help empower them to speak. When participants know that their insights and wisdom are valued, they’ll find the motivation and courage to speak up and they have the potential to perhaps bring an unexpected idea or perspective that will greatly improve the outcome and relevance of the meeting.

Finally, make every minute count and don’t run over. Set meetings for the shortest time necessary, not by default increments like 60 minutes. Honoring to the agenda and ending on time helps people sustain focus, reduces frustration and communicates to everyone that your meetings are worth attending.

Thanks for reading,

Kim

Image: ©Siphosethu Fanti/peopleimages.com for Adobe Stock

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2025 Can’t Miss Conferences for Freelancers

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The year 2025 has arrived and so, officially, Happy New Year! Shall we get down to business and press the start button on making this a very good year? Because the purpose of this diary is to pass along information intended to help you achieve your definition of a successful Freelance professional, I decided that professional development is the right topic to kick-off this years’ posts.

Professional development brings tangible benefits to every vocation, 1099NEC and W-2, and enables workers to acquire and incorporate new and relevant information and techniques. For example, you may be introduced to workflow methods that teach you how to work smarter— more efficiently and more productively by streamlining and simplifying processes that save time. In other cases, what you learn in a professional development conference may expand your business know-how and enhance your decision-making capabilities.

For those reasons and others, I’ve encouraged readers to consider attending conferences or other professional development programs. Continuing education, whether you find it in local professional or business association meetings, or regional and national conferences, are almost guaranteed to deliver useful benefits that can open your eyes and show you how to become a more productive, confident and successful Freelance professional.

Furthermore, along with the educational components as described in the conference agenda, the inevitable coffee-and-lunch break networking opportunities will allow you to meet fellow attendees, which at the very least can be an enjoyable experience. You might even meet someone, or reconnect with someone, who introduces you to a prospective client—or maybe you’ll make the introduction for someone (because generosity is good karma)?

In any case, many of you work from home, but still appreciate, and occasionally crave, face2face interactions, in particular those involve conversations that explore learning how to become more successful. Networking brings new colleagues and old friends into your life and may reward you with the discovery of a new and potentially lucrative and exciting opportunity, all as you receive a few pearls of wisdom from thought leaders in your industry.

My goal here is to give you some credible options, and also reasonable notice, of upcoming conferences where you’ll be sure to find useful professional development and worthwhile face2face networking opportunities. The search led to my discovery of Wisestamp, a company that creates business email signatures. I liked their list of seven 2025 national conferences that their team recommended and decided to share it with you. The Wisestamp team also developed a list of thoughtfully chosen questions you may want to ask yourself as you consider which conferences will best fulfill your agenda and fit your budget. See below.

Why attending a conference matters.

Attending conferences and other business-focused meetings can be very helpful to Freelance professionals, small business owners, or start-up entrepreneurs. You can expect to experience numerous tangible and intangible benefits, including:


1. Updates and implications of developing trends in your profession or industry.
2. Acquire new skills, upgrade existing skills.
3. Build your professional network.
4. Get energy, inspiration and pick up creative ideas while interacting with fellow attendees.

How to choose the best conference for you.

Consider these practical guidelines when evaluating which conference might best address your professional development goals:

  1. Support professional development goals. Every conference has a unique mix of topics and agenda focus (and sometimes, also a point of view to advance). As you might guess, the featured topic impacts who will be in the audience. That said if, for example, market research is the skill you’d like to improve, find a conference or other meeting that will cover the subject you’d like to learn.
  2. Check out reviews from prior year’s proceedings. Research conferences you may want to attend. To learn how they’ve impacted their audiences in the past, read reviews from participants and verify if what you’re considering is worth your time and money.
  3. Find out who attends. If you are attending a conference to further develop and hone your skills, make sure the speakers are well-respected in your industry. Also, since networking is key, contacting a conference organizer to inquire about attendee demographics will be worth your while.
  4. Budget for the right conferences. If your New Year’s resolution for this year is to curtail business expenses, you may still be able to attend a conference or other program that is meaningful to you. Plan spending to the best of your ability and every month, set money aside.

7 Great conferences in 2025

The Wisestamp team says their goal was to identify a sample of conferences scheduled for 2025 that can be expected to not only inspire and educate those who attend, but also provide an environment for developing meaningful connections and collaborations. With that in mind, the team evaluated the caliber of confirmed conference speakers, the quality of the information scheduled to be presented and the probable networking opportunities that should be available to those who attend. For more 2025 conference information, see WiseStamp.

1. B2B Marketing Exchange

  • Date: February 24 – 26, 2025
  • Location: Hyatt Regency, Scottsdale, Arizona
  • Price: $1,595 – $7,995

This conference is recommended for those who want a deep dive into the various marketing subtopics. Expect a great lineup of workshops and case studies. With 100+ speakers and 70 sessions spanning six tracks. The conference also includes an award-winning ceremony,“The Killer Content Awards” (AKA, The Finnys) for outstanding B2B marketers and campaigns. Previous speakers have included leaders from Google, Siemens, DemandGen, 3M and Oracle. #B2BMX Great for B2B marketers, CMOs, B2B Freelance writers and B2B strategists.

2. SXSW Tech

  • Date: March 7 – 15, 2025
  • Location: Austin, TX
  • Price: $795 – $1,895

The South by Southwest Conference & Festivals celebrates the convergence of the interactive, film and music industries. The main focus of the show is based on innovations and startups, including the size of 72,000 (including the music and art content). SXSW Interactive content is the most relevant to entrepreneurs and SMB owners.

3.  Startup Grind

  • Date: April 29 – 30, 2025
  • Price: $199 – $599
  • Location: Silicon Valley, CA

Startup Grind is an extraordinary event where 7,000 founders and investors, along with 200+ speakers, come together to participate in 100 sessions, workshops and investor Q&A sessions. This event will also feature 300+ exhibiting startups, setting a record for the decade.

Startup Grind is a unique combination of great content and remarkable people, all set in an incredible environment. The event introduces custom-built networking technologies, enhancing the experience for every attendee. Topped off with an unrivaled feeling of intimacy, the event is designed to ensure not only amazing business opportunities but also an awesome time for all participants.

The main focus of this event is on start-ups and SMB, making it the perfect venue for emerging entrepreneurs and seasoned investors alike. It’s an opportunity to connect with like-minded individuals, gain valuable insights and learn about the latest trends and practices in the startup world. With its emphasis on quality content and networking, this event promises to be an invaluable experience for anyone involved in the start-up ecosystem.

4. Social Media Week New York

  • Date: May 12 –14, 2025
  • Location: New York, NY
  • Price: $299 – $1,119+

Social Media Week New York is one of the world’s premier conferences regarding social media. The main topic of focus is social marketing, media and technology communications. The size is roughly 3000 people and 60% of attendees are aged 25-35. Special note: attendees under the age of 25 can enjoy a significant ticket discount.

 5. MozCon 

  • Date: TBA, June 3-4, 2025
  • Location: Seattle, Washington
  • Price: $999+

MozCon is a three-day conference that has only one track. If you’re seeking a conference that doesn’t require a ton of decisions making this one is for you. Here you’ll have many opportunities to gain actionable takeaways from sessions that dive into SEO, analytics, content marketing, social media and customer experience. The speakers range from in-house Mozzers to marketing industry leaders. The conference is a good fit for SEOs, content marketers, agency employees with a specialization in content, analytics specialists and marketing consultants.

6. WBENC

  • Date: June 23 – 26, 2025
  • Location: Denver, CO
  • Price: $2,000+

The 2025 WBENC National Conference is the world’s largest conference for women-owned businesses. Thousands gather to network and do business, all united by a shared drive to uplift women-owned businesses. This is where connections become collaborations, insights turn into innovations and big dreams meet limitless possibilities.

7. World Business Forum (WOBI)

  • Date: November 11 – 12, 2025
  • Location: Sydney, Australia
  • Price: $1,890 – $3,290+

Organized by WOBI each year in a different city across America, Europe, Asia and Australia. The World’s Business Forum is a two-day event that brings together thousands of restless minds who share the same passion for business. A blend of content delivered by CEOs, entrepreneurs, innovators, thought leaders, and creative minds. 1000+ people will attend.

Thanks for reading,

Kim

Image: © Forbes.com (2019)

Administrative , Leave a comment

Meeting Maestro

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The ability to run a good meeting is widely regarded as a hallmark of a competent leader.  Meetings are important forums for communication and the development of goals and strategies that will move an organization forward.  When designed and conducted correctly, they promote understanding, cooperation and bonding and lay the groundwork for productive and satisfying teamwork.  Yet unfortunately, many meetings are useless time-wasters that result less in action and more in frustration.

I facilitate meetings for a living (mostly strategy planning, at for-profit and not-for-profit organizations) and I think the reason I’ve chosen this path is because I’ve been forced to attend so many meetings that have been a complete insult, such a huge waste of time that years later, the bad memories continue to haunt me.

Respectfully, I offer readers suggestions on how to run a meeting that will make you look good, from pre-meeting preparation, to your opening remarks and the conclusion.

I.      Create an agenda

People want to know what to expect and understand why they’ve been asked to attend.

II.     Invite stakeholders only

People want to feel that their presence at the meeting is crucial to the development of a resolution.  Be selective in who you include; most meetings should not be open forums.  Invite those who care about the outcome of the subject under discussion and are willing and able to contribute to its resolution.

III.    Arrange a convenient date, place and time

Send an email and propose two or three possible meeting dates and times.  If there are any on your invite list who must be in attendance, clear the dates with them first, then invite a wider circle.

IV.     Send a meeting reminder, attach the agenda and hand-outs

Two or three days before the meeting, send out a reminder and attach the agenda and meeting hand-outs.

V.      Confirm the meeting room and A/V equipment

It is advisable to first check the availability of the preferred meeting location and once specifics are confirmed, quickly reserve the room and audiovisual equipment that you will use (sreen, microphone, podium, LCD for Power Point, etc.). Just before you send out your meeting reminder, confirm that what you’ll need will be in the room.

VI.     Verify that A/V equipment works

Audiovisual equipment loves to malfunction.  Do a test run and de-bug the system if necessary.  Your mission is to make the transition from participant arrival to the meeting’s start seamless.

VII.    Bring hard copies of the agenda and hand-outs

Precious few people will print out the meeting materials and bring them along.

VIII.   Start on time

Be respectful of participant’s time.  Starting 5 minutes late is OK, start sooner if all have arrived.

IX.     Welcome and purpose statement

Thank everyone for making the time to attend and then state what the meeting will help to achieve.  Keep the purpose statement simple, ideally something that can be stated in two or three sentences, tops.

X.      Encourage participation

Bringing out good ideas is what meetings are all about: capitalizing on the creativity, resourcefulness and ingenuity that group synergy can produce.

XI.     De-fuse agitators and hijackers

Meeting hogs are to be discouraged. There may be someone in the room (alas, perhaps an ally) who is genius at pulling the meeting off-agenda and dragging it into the weeds on subjects that may be worthwhile, but would be best discussed in another venue.  Should such a statement be made, thank the person for bringing it up, since it’s probably related to the topic, but simply state that time must be devoted to the agenda and other off-shoots will benefit from discussion at another time and forum.

XII.   Sum up and end on time

Whenever possible, end the meeting on time and early is even better.  Most of all, achieve the meeting objectives.  Review and confirm all action items and individual or team responsibilities.  Within a week, send the meeting minutes to all who attended (and maybe a higher-up who should be kept in the loop), taking care to put all agreements and time tables in writing.

Thanks for reading,

Kim

 

 

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Business Meeting Etiquette

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We are now on the other side of Memorial Day Weekend.  For many Freelance consultants,  the start of Summer means that work assignments wrap up and one wonders not only how to make good use of time,  but also how to create the conditions for a profitable September and fourth quarter.  Over the years,  I’ve found that a surprising number of decision-makers are also less busy in Summer and are therefore more amenable to scheduling a meeting with me.

On the other hand,  you may be very busy working with a client who must have a certain initiative up and running right after Labor Day.  You may be leading a team and thus responsible for achieving milestones,  disseminating information and maintaining team member enthusiasm and focus during steamy Summer days,  all of which will cause you to occasionally schedule meetings.

Regardless of your motive,  take steps to ensure that your meetings are perceived as worthwhile by those who attend.  Define a clear purpose and use that to create an agenda.  If you are a project leader,  you must identify questions that need answers,  confront current or potential roadblocks,  or possibly evaluate the need to make adjustments to the project scope or its time-table.  Next,  decide who should attend and begin the scheduling process.  Invite only the stakeholders: those who are carrying out the project,  the project sponsor and those who will be directly impacted by its outcomes.

To win a client meeting,  your agenda is to articulate the value of what you propose and convince the prospect to meet with you and ultimately,  offer you a contract.  A telephone call in which you propose a meeting is the simplest approach,  unless you can arrange to  “accidentally” encounter him/her at some location and  make an in-person request.

When bringing together your team,  a group email is the preferred method of contact and within it state the purpose of the meeting;  who will be asked to present;  any materials that team members should bring along;  and the expected length of the meeting.  In both scenarios,  offer two or three possible date/time options.  When a date has been chosen,  immediately send a confirmation email and reconfirm 24-48 hours before the meeting date,  with an agenda and relevant reports attached for the team meeting.

Set a good tone by opening your meeting no more than 5 minutes after the official start-time and by warmly greeting participants and thanking them for attending.  Remember at the start to properly introduce any guests or anyone who is new to the team,  stating proper names,  job titles and role on the project.  Have hard copies of the agenda and any meeting materials available for each attendee,  no matter that those were sent with the confirmation email.

Move through the agenda items and get resolution on each one,  even if that means follow-up is needed.  Encourage attendees to participate and enforce good manners.   Make certain that no one gets shouted down and that everyone who would like to contribute gets a respectful hearing.  Ask that only one person speak at a time and that those who would like to speak first raise their hand to be recognized by you,  the presider.   End the meeting on time,  unless participants agree to stay longer to complete unfinished items.

If the meeting is held in a restaurant,   you called the meeting and you pay the bill.  If you are a consulting project team leader,  confirm reimbursement procedures with your company contact in advance.  If you meet with a client,  arrive at the restaurant 15 minutes early and arrange a discreet payment protocol with the host,  so that an awkward moment is avoided.

Enlist a meeting note taker,  or take them yourself.   Within 72 hours after the meeting,  send to all participants a draft copy of the notes and invite corrections.  When corrections have been made,  send the final copy to all who attended and also to the project sponsor,   whether or not s/he attended.  If meeting with a client,  send a thank you letter that is hard copy or an email,   in which you document any agreements and action items.  Make sure that all meeting participants carry through with their follow-up commitments in a timely fashion.

Happy Summer and thanks for reading,

Kim