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Seven-Step Meeting Process Guide

The Seven-Step Meeting Process structures meetings for efficiency and effectiveness. It assigns roles to participants, establishes objectives, and uses a timed agenda. The majority of the meeting is spent working through agenda items. Steps are included to summarize outcomes, plan the next meeting, and evaluate the process for continuous improvement.

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252 views1 page

Seven-Step Meeting Process Guide

The Seven-Step Meeting Process structures meetings for efficiency and effectiveness. It assigns roles to participants, establishes objectives, and uses a timed agenda. The majority of the meeting is spent working through agenda items. Steps are included to summarize outcomes, plan the next meeting, and evaluate the process for continuous improvement.

Uploaded by

Delta Gaming
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

The Seven-Step Meeting Process

The Seven-Step Meeting is an established process that has been shown to improve the efficiency
and effectiveness of meetings. The process encourages shared responsibility for meeting success
by structuring roles and responsibilities for meeting participants and utilizing a structured (timed)
agenda to keep meetings focused and productive.

1. Assign Roles: Each meeting attendee has a role to play at the meeting, these include
Leader, Recorder, Time Keeper and Team Member.

2. Clarify the Objective: Establishes for the group the purpose of meeting and the key
objectives to accomplish. Re-alignment to defined objective(s) can be used at any point
to provide focus and clarity when discussion drifts.

3. Review the Agenda: Brief overview of proposed agenda and the times assigned for each
agenda items. Best practice is to provide all team members the opportunity to contribute
to proposed agenda prior to the meeting.

4. Work Through the Agenda Items: Majority of meeting time is spent here addressing each
agenda item with its predetermined allotment time.

5. Summarize the Content of the Meeting: Quick overview of how objectives were met,
designated action items and who is responsible for action items.

6. Develop the Agenda for the Next Meeting: Based on what is accomplished at this
meeting, group decides what agenda items should be for the next meeting.

7. Evaluate the Meeting: Each member of the group provides feedback on the meeting,
what went well and what can be improved. This reflection is critical in improving meeting
processes over time.

Summary
• Steps 1-3 (Less than 5 minutes): Structure meeting, prepare for work.

• Step 4 (Majority of allotted meeting time): Do the work!

• Steps 5-7 (Less than 5 minutes): Prepare for next meeting

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