Effective Meetings by Phone - Part 1, How to Plan a Teleconference

Teleconferences can be a boon or a bust. On the positive side, they allow people at different locations to attend meetings without having to travel. On the negative side, they can degenerate into frustrating struggles with uncontrolled babble. This occurs because people lack visual contact, which hinders effective communication and provides opportunities to misbehave.

Here's how to set up an effective meeting by phone.

1) Plan a simple meeting. Ideally, the meeting should last less than 30 to 45 minutes. People are unable to concentrate on long phone calls. They become tired. Their attention drifts. They need to take a break. Design your meeting so that it is short and to the point. That way everyone can focus on the issues and participate effectively.

2) Write out your goal for the meeting. Then make sure that this statement truly represents the result that you want to have at the end of the meeting. Lack of a clear, well-stated goal is the second biggest cause of bad meetings. Next check if a teleconference is the best way to obtain that goal. Cancel the meeting if you can achieve the goal with any other approach, such as by sending a memo, making a single phone call, or thinking through a solution by yourself.

3) Prepare an agenda. A teleconference without an agenda is like a journey without a map -- in the dark. Without an agenda, you will lose control and waste time. Your agenda should include the goal for the meeting and detailed instructions for each part of the meeting. It should be so complete and specific that someone else could use it to run your meeting.

4) Distribute the agenda at least a day before the meeting. This allows everyone to think about your issues and prepare for their participation. If appropriate (e.g., for controversial or complex issues) call key participants to confirm that they received the agenda and to check if they have comments on how the meeting could be made more effective. Use this as an opportunity to listen their ideas, instead of to work on the issues or argue with them.

5) Distribute any materials related to the issues before the meeting. This includes outlines, blueprints, schematics, product brochures, and data. Then, the participants can use these tools to participate more effectively. For example, they can follow an outline, look at diagrams, or read data during the meeting. This helps compensate for the lack of visual contact in a teleconference.

6) Invite only those who can directly contribute to the meeting. Ideally, this should be fewer than eight people. If you invite more people, it becomes very difficult to hold an effective meeting. With a larger group, some of the attendees will become lost as silent listeners, which is a waste of their time. You can always send a copy of the minutes to the people who need to know about the work accomplished during the meeting.

A teleconference is more than a phone call. It is a meeting. And a meeting is a business activity that should be driven by a well thought out goal supported by a detailed plan. With proper planning, your teleconferences will distinguish you as an effective leader.

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IAF Certified Professional Facilitator and author Steve Kaye helps groups of people hold effective meetings. His innovative workshops have informed and inspired people nationwide. His facilitation produces results that people will support. And his books show how to hold effective meetings. Sign up for his free newsletter at http://www.stevekaye.com.

Call 714-528-1300 or visit his web site for over 100 pages of valuable ideas.

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In this Monday, Dec. 29, 2008 file image provided by Greenpeace, coal ash slurry left behind in a containment pond near the Tennessee Valley Authority's Kingston Fossil Plant is shown  in Harriman, Tenn., after the dyke at left broke Dec. 22, 2008. Millions of tons of toxic coal ash is piling up in power plant ponds in 32 states, a practice the federal government has long recognized as a risk to human health and the environment but has left unregulated. (AP Photo/Greeenpeace, Wade Payne)AP - Millions of tons of toxic coal ash is piling up in power plant ponds in 32 states, a practice the federal government has long recognized as a risk to human health and the environment but has left unregulated.



President-elect Barack Obama speaks about the economy at George Mason University in Fairfax, Va.,  Thursday, Jan. 8, 2009. (AP Photo/Charles Dharapak)AP - President-elect Barack Obama implored Congress on Thursday to "act boldly and act now" to fix an economy growing perilously weaker. Democratic and Republican lawmakers complained about his tax policies, letting Obama know they intend to place their own stamp on the economic recovery effort.



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President-elect Barack Obama makes remarks on the nations economy, Thursday, Jan. 8, 2009, at George Mason University in Fairfax, Va. (AP Photo/Lawrence Jackson)AP - President-elect Barack Obama's proposed tax cuts ran into opposition Thursday from senators in his own party who said they wouldn't do much to stimulate the economy or create jobs. Senators from both parties agreed that Congress should do something to stimulate the economy. But Democratic senators emerging from a private meeting of the Senate Finance Committee criticized business and individual tax cuts in Obama's stimulus plan.



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Israelis take cover before a rocket fired by Palestinians in Gaza lands in Beersheba, after they attended the funeral of Israeli soldier Alex Mashavisky, January 7, 2009. (Eric Gaillard/Reuters)Reuters - Israel pushed ahead with its offensive in the Gaza Strip on Friday, ignoring a U.N. Security Council resolution calling for an immediate ceasefire in the 14-day-old conflict.



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People taking the Long Island Foreclosure Tour arrive at a foreclosed home for sale in New Hyde Park, New York in this May 17, 2008 file photo. Citigroup could soon agree to principles that would let troubled borrowers save their homes through bankruptcy, sources familiar with the talks said on Thursday, while industry groups are easing their opposition to the plan. (Shannon Stapleton/Reuters)Reuters - Financial giant Citigroup Inc will support a proposal in Congress to rewrite U.S. bankruptcy law to help troubled mortgage borrowers avoid foreclosure, Chief Executive Vikram Pandit said on Thursday.



Illinois Governor Rod Blagojevich gestures as he announces former Illinois Attorney General Roland Burris as his choice to fill the vacant U.S. Senate seat of President-elect Barack Obama during a news conference in Chicago, Illinois December 30, 2008. (Frank Polich/Reuters)Reuters - A legislative committee on Thursday recommended the impeachment of Illinois Gov. Rod Blagojevich, citing widespread abuse of power including allegations he tried to sell the U.S. Senate seat vacated by President-elect Barack Obama.



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Usama al-Kini, Al Qaeda's operations chief in Pakistan, is pictured in this undated FBI Most Wanted photograph. Al-Kini, also known as Fahid Mohammed Ally Msalam, and a top aide are believed to be dead, a U.S. counterterrorism official said on January 8, 2009, in what appeared to be the latest results of a campaign targeting the militant group's leadership. Operations chief al-Kini was thought responsible for attacks, including the bombing of a Marriott hotel in Islamabad that killed 55 people in September, and an unsuccessful attempt to kill former Pakistani Prime Minister Benazir Bhutto, who was later assassinated in a separate attack, the official said. (FBI/Handout/Reuters)Reuters - Al Qaeda's operations chief in Pakistan and a top aide are believed to be dead, a U.S. counterterrorism official said on Thursday, in what appeared to be the latest results of a campaign targeting the militant group's leadership.



An Israeli army tank takes position on a hill at the border between Israel and the northern Gaza Strip on January 8, 2009. Israel was under intense pressure Friday to end its two-week-old offensive in the Gaza Strip after the UN Security Council called for an immediate ceasefire as the death toll from the war rose past 760.(AFP/David Buimovitch)AFP - Israel carried out new deadly air raids on the Gaza Strip on Friday as the UN Security Council called for an immediate ceasefire to end the two-week-old conflict in the Palestinian enclave.



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