Instead of a top-down agenda, Brad Jacobs has his leadership team collaboratively create it for key meetings. Attendees submit and rank questions based on pre-read materials. Only the highest-rated topics make the final agenda. This bottom-up approach ensures the meeting focuses on what the team collectively deems most critical.
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The common failure of "pre-read" meetings is that attendees don't do the reading. Atlassian, like Amazon, solves this by starting decision-making meetings with a dedicated, silent period where everyone reads the context document together. This guarantees shared context and makes the subsequent discussion far more effective.
To maximize the value of bringing teams together physically, focus on one of three goals. "Doing" involves collaborative work on a key project. "Learning" focuses on gaining business context. "Planning" aligns the team on strategy and roadmaps. This framework ensures gatherings are purposeful and effective.
For roundtable discussions, pre-assign seating based on attendees' self-assessed experience (e.g., novice, expert). This tactic ensures conversations are relevant for everyone, preventing experts from being bored and novices from feeling intimidated, dramatically improving the quality of peer-to-peer engagement.
The goal of asking questions isn't just for you to gather information. It's a Socratic dialogue designed to help stakeholders think differently and arrive at the real need themselves. By guiding their thought process, you build deeper alignment and co-create a better solution, rather than just extracting requirements for yourself to fulfill.
The first step to better meetings is asking "should we have this meeting at all?" By eliminating purely informational meetings, you prevent the formation of norms like disengagement and silence. This makes it more likely that when a collaborative meeting is necessary, team members will actively participate.
Calendly's research reveals a paradox: while the common sentiment is anti-meeting, a vast majority (81%) of professionals believe more productive meetings would help them at work. This suggests the problem isn't the quantity of meetings, but their quality and purpose. People crave effective, decision-oriented collaboration.
Instead of using meetings for context-setting, Loom’s team sends a required 'pre-watch' video walkthrough of the strategy. This forces stakeholders to arrive with full context, allowing the live meeting to be shorter and entirely focused on critique, asking clarifying questions, and making decisions.
To get the most out of a short mastermind, implement a clear structure instead of "winging it." A schedule combining social connection (dinners) with focused work sessions (roundtables, "hot seats") ensures that the group's limited time is used for maximum impact and return on investment.
