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Meeting Management

Ability to effectively prepare, conduct, participate in, and follow up on business meetings.

Behavior Statements

Proficiency Level 1 - Basic understanding

Explains importance of effective preparation for meetings.

Describes process for calling a meeting.

Defines the roles and responsibilities of meeting leader and participants.

Compares characteristics of a well-run meeting with those of a poorly-run meeting.

Proficiency Level 2 - Working experience

Defines agenda, issues and participants for a small to mid-size meeting.

Notifies participants in a timely manner.

Develops and distributes minutes, including key decisions, open issues, and action items.

Conducts small to mid-size meetings or working sessions.

Maintains group focus on agenda during meeting.

Proficiency Level 3 - Extensive experience

Selects participants, assigns roles and responsibilities, provides agenda, goals and time limits.

Verifies that participants are clear on their respective roles and responsibilities.

Ensures all agenda items are covered and time frames honored.

Summarizes decisions, open issues, and action items.

Sets up and manages virtual meetings using phone, video, web.

Proficiency Level 4 - Subject matter depth and breadth

Conducts effective meetings on high-impact, critical issues at all levels of the organization.

Coaches others in techniques for conducting high-level, high-exposure meetings.

Instructs others in the value and tools of meeting management.

Champions the value of meeting management as an efficiency and productivity tool.

Monitors effectiveness of regularly held meetings such as project review or weekly status.

Monitors marketplace for new tools and techniques (e.g., virtual meetings, web-based meetings.)

Interview Questions

  • Tell me about a time that a meeting resulted in no action or follow-up. What would you do differently next time?
  • Tell me about a time that you distributed meeting notes/agendas in advance. How did this impact participation?
  • Tell me about a time that you had a meeting with individuals who were more/less knowledgeable about the topic. How did you ensure understanding across participants?
  • Describe a time that you had a meeting to discuss a difficult/sensitive topic. How did you encourage participation and follow-up?

Titles with Shared Competencies