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How to organize effective on-site meetings

How to organize effective on-site meetings

Define meeting objectives and distribute a detailed agenda early. Choose a suitable venue, test technology, limit attendance, and ensure active participation. Follow up promptly.

Setting Clear Objectives and Agenda

One of the most important aspects of business meetings is setting clear objectives and having a structured agenda. Not only does it help to guide the meeting but also support the achievement of the desired outcome. This paper provides a guideline on how to determine the objectives and draft the agenda. Following this information, participants may prepare for discussions resulting in a more productive meeting .

Determine the Objectives

First and foremost, determine what it is you want to achieve before you schedule any meeting . Doing this will help to set specific, measurable, achievable, relevant, and time-bound SMART objectives. For example, an objective for a project kickoff meeting might be to finalize the project scope, identify key deliverables, and establish initial roles and responsibilities.

As an example, one can consider a quarterly review marketing meeting. The objective would be to present and evaluate the performance of the last quarter’s marketing campaigns measured against set KPIs, adjust the ongoing strategies, and plan for the upcoming quarter. As a result, all the participants will come prepared to discuss the numbers, such as conversion rates and customer acquisition costs.

Draft a Detailed Agenda

Second, draft up the agenda that supports your activities. The headings must represent the objectives set for the meeting. It is important to list all the topics that will be discussed with the name of the person who will lead the specific discussion. Each point must be time-bound. This will support the pace of the meeting and guide the participants through various points ensuring nothing is left not discussed.

For the marketing meeting in the example above, the agenda can look as follows:

Welcome and Objective Overview (5 minutes)

Review of Last Quarter’s Campaigns (20 minutes) – led by Marketing Director.

Adjustments to Current Strategies (15 minutes) – led by Campaign Managers.

Planning of Next Quarter’s Campaigns (20 minutes) – brainstorming and ideas sharing – led by Creative Director.

Q&A (10 minutes) and Wrap-Up


Finally, make sure that all the participants receive the final version of the agenda no less than a couple of days before the meeting. This will give them to prepare for the meeting. For instance, the Campaign Managers will need to identify the data on the current campaigns and the areas where they can recommend making some adjustments. At the same time, in the invitation to the meeting, include a phrase that if the participants have something to add to the agenda, they need to discuss this with the organizer. It will support the idea that everything participants consider important will be discussed eventually. Of course, it is important to utilize tools and technologies, such as Microsoft Teams or Google Meet, to share the agenda and run the meeting. Finally, planing and following the actions after the meeting can be facilitated by using a project management tool, such as Asana or .

Choosing an Appropriate Venue

Choosing the right venue is the first and most critical component to planning a successful on-site meeting. The venue has a huge impact on the overall tone of the meeting, the involvement and enjoyment of participants, and the ultimate success of the meeting.

One usually considers the meeting’s purpose if otherwise specified by the director of the company. For example, a strategic leadership retreat would best be located in a remote, private setting that allowed the company’s leading authorities to speak freely and creatively. For a more formal presentation describing the annual sales results and future goals, one would probably look for a good conference center.

Investigating the Logistics of Venues

Firstly, the main logistical issue that one will need to consider is the number of available venues and which one to choose. One will need to consider the size of the room in terms of the number of people it can accommodate, equipment provided, and accessibility . Secondly, the best course of action is to contact the technical manager of the specific room chosen and to take care of the technical facilities in place. Concerning other amenities and services, the convention center probably does not provide in-room internet access, and an overhead projector will be made available.

Inspecting the Relationship between Room Size and Technological Factoring

Secondly, one must visit the venue in advance to make sure that the seats, acoustics, and lighting in the room are appropriate. One should not forget the minor but often essential elements including parking, ceiling height and visual obstructions , and restrooms and potential sources of distractions.

Ensuring Optimal Location and Accessibility

It may also be tricky if visitors will be coming from distant cities and spending the whole day attending the venue, which means that they will need to have at least refreshments. The location of the booth should also take the least amount of time possible to get to the place, most importantly is adequate parking or access to public transport. If one expects a total visit of 50 locals, that clearly means that parking space should be for at least as many cars as the amount of local attendees or the venue should be located within walking distance of the main transportation hub.

Scheduling the Meeting at a Convenient Time

Arranging a meeting or an event at a particular time is important to guarantee attendance and purposefulness. From the perspective of the time of day, the latter decision concerns the energy levels of participants. For example, the most appropriate time for those who start their workday early is also the morning or late afternoon. On the other hand, when working with executives who have multiple scheduled meetings throughout the day, it is important to choose the beginning because any subsequent time would be the cause of potential delays. For other holidays or international school vacation weeks, the departure before and after these days and weeks is to be avoided, as attendance on such occasions tends to fall by more than 30%.

Time Zones for Participants

When dealing with participants from different time zones, it is essential to mind the time that is suitable for everyone. For instance, with the Gulf Coast, Florida and East Coast locations of consideration, the most suitable time slot would be after 10 a.m. PST. At the same time, the time slot is conveniently ending before 3 p.m. in EST. Complementary, I would suggest utilizing one of the dedicated scheduling tools, such as Doodle and Outlook’s Scheduling Assistant . The essential idea is that all of the potential attendees provide time options that are available, and the suggested time slot is to belong to the majority. In the case of interregional communication, the best option is initially confirming the time with the participants in person, followed by including the results and a detailed explanation in the e-mail. Taking the measures can confirm the participation of each member. If an individual is not able to participate in the discussed time frame, it would be possible to either move the date in advance or ask another person to replace the potential absentee. In our case, retaining the important attendance is essential for controlling the pace and vital conclusions.

Notifying Attendees in Advance

Organizing an onsite meeting requires effective communication to make sure all attendees are well-informed and prepared. Thus, notifying them well ahead of time is not only a courtesy but also a practical necessity that could directly affect the meeting’s effectiveness. The purpose of a well-designed notification process is to provide

The initial notification should be dispatched as soon as the date of the meeting is known. Since the purpose of pre-notification is to ensure participants’ attendance, it should be dispatched several weeks in advance, especially if attendees are supposed to travel. Due to the necessity to purchase tickets and clear their schedules, almost all will accept a meeting they are interested in attending if they are given enough time. Therefore, if a company schedules a regional sales meeting and knows the dates about a month in advance, it is reasonable to notify the attendees by invitation no later than two weeks in advance, especially if it is known that some workers will need to justify their absence to their superiors.

Provide all necessary information . The earliest invitation should notify the invitees of the purpose of the meeting, date, time, and location of the meeting, as well as (if possible) a preliminary agenda. If the attendees are expected to do anything in preparation for the meeting, it should be noted. For example, the notice may mention that the purpose of the meeting is to work out an order taking strategy, that the meeting will be held next Thursday between 10 am and 4 pm at the Wisconsin Marriott, and that the preliminary agenda is attached. If the participants will be expected to read the documents beforehand or make certain preparations, that should also be indicated.

Using Different Communication Channels

Invite all participants using several forms of communication. Most commonly, the initial notification is sent via email, yet in some cases, depending on the organization’s culture, internal communication tools such as Slack or Microsoft Teams could also be used. For a more formal invitation, physical mail would also be acceptable . Invitations to submit RSVPs and other irrelevant information of the extra items on the announcements should be kept as brief as possible.

Include personalization whenever possible. All the above forms of a second notification will be more effective if personalized, for example, by name and the duties the intended participants fulfill within the organization. To that, personal greetings and reminders also make the meeting seem more important, thus increasing it’s perceived weight.

After the first notification, a week before the annotation is issued, a reminder is issued. The reminder should include the contents of the original notification, a notice of preparation, and any other information received. The role of the reminder is, of course, to remind participants of the upcoming meeting and to confirm that the meeting is still scheduled. The day before the meeting, the final reminder is sent.

Concluding with Action Items and Next Steps

The proper ending of a meeting requires to have a clear outline of what will happen next. It allows accurately translating all the discussions into outcomes. This part of the meeting helps to increase accountability and ensure momentum by dividing the work between individuals or teams and setting deadlines. When the meeting is coming to an end, it is important to review all the decisions and discussions made during it to ensure that all the attendees are on the same page. For example, if the meeting was about finalizing the project plan, it would be beneficial to outline all the steps that were approved, even if the meeting resulted in some changes to the original plan.

Requirements for Action Items

Action items should be specific for each task that was identified. They must include who will be responsible for this Task, what exactly they are supposed to do, and when it is expected to be done. For example, “John will submit the revised budget proposal by the end of next Monday.”


A meeting to check the status of all action items should be scheduled. It can be a specific date when the next meeting will be held or when a call should be made. For example, “We will check all the actions during the next monthly meeting on the first Friday of the month.”


A meeting summary should be sent out within 24 hours after the meeting, which should include all the decisions, action items, and deadlines. It serves as an excellent reminder of what tasks should be done and as an official version of the meeting.

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