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Put a Well-Run Meeting System in Place:

Why a Large-Group/Small-Group Approach Often Works Best

People want to be included in decision making and have influence, which is a good sign. It shows they are engaged and feel a sense of ownership regarding the company’s success.

And, of course, leaders want employees to feel included. There are so many benefits of having a good cross-section of people involved. For example, more and different ideas and perspectives come from larger groups. It can also create more buy-in on actions taken.

The same is true in a community. It’s great when lots of citizens are very engaged and want to provide input into actions they feel will make the community better. Often, when I work with communities there are big groups of people working together on projects.

Yet even the best of things can have unintended consequences. As wonderful as it is having big groups of passionate people working together, there can also be challenges. For example, it is often very hard with a large group to get the scope of work to a doable point and to decide upon and prioritize actions. As a result, very little gets accomplished.

So is the answer always smaller groups? Jeff Bezos, founder and CEO of Amazon, famously talked about his two-pizza rule. By this he meant that if two pizzas can’t feed the team, then the team is too big to be effective. Over the years, I have heard many suggestions on the optimal size of a group, team, and/or board. The size usually suggested is 5 to 12 people.

Yes, there are definitely some advantages to small groups and we’ll talk more about them shortly. But what if you have a larger organization? What should you do if you want lots of input yet also want to make sure something gets accomplished quickly? Here is an example from my own experience that should work for you and meet your goals of input and perspectives as well as scope and priorities.

I was asked by a county to come discuss how to create a vibrant community. Prior to my arrival, the local newspaper conducted a survey of community members. On Day One, I met with a large group of these residents to share the results and then break into groups. For example, one group focused on what events could be held. Another group focused on what might increase shopping downtown. Yet another group focused on what could be done to get young people to stay in the community (among other topics). While no decisions were made on scope or priorities, there was a lot of input and many different perspectives were given.

Day Two was not intended to be a whole day but rather a scheduled two-hour session. To prepare for it, we reviewed Day One material. We were able to group the most pressing issues into about seven actions.

It had been decided that only a few representatives from each Day One group would attend this two-hour session. Thus, there were many fewer people on Day Two. The smaller group reviewed the summary and the seven items. They gave more thought to priorities. And they quickly narrowed the scope to three actions that could be accomplished over the next 90 days and settled on a communication plan for the Day One attendees and the community at large.

In other words, more decisions were made in two hours of Day Two than in eight hours of Day One. Does that mean Day Two was a better day?

Of course not! Day Two went so well due to the hard work of many on Day One. If only a small group met both days, we would have missed lots of ideas and perspectives. These made it possible to provide a summary for the Day Two session. If a large group had met on both days, I doubt we would have gotten to three action items in two hours of Day Two.

This approach to meetings captures the best of both worlds. If you want to try it inside your own company, here are a few tips that may help:

  • Trust the process. What seems like a few ideas will expand to the point that it will feel like little will be accomplished. However, as time goes by, the scope of what needs to be done narrows. It is a “narrow, wide, narrow” process. Don’t panic midway through the big group day.
  • Before going to the small group, prepare a summary of Day One actions. Still more culling will be needed but this is a starting point.
  • Because the group is smaller on Day Two, let them prioritize the next steps. Ask them to narrow down the results from Day One into three action items. A nominal voting process works well.
  • Explain that just because an item did not make the top three does not mean it will be missed. It is about sequencing. By taking on fewer action items, I find more gets completed, not less, which builds trust and confidence. Then bring the group back to select the next items or to find a way to make the first three even better.
  • Create the communication plan and assign responsibilities. After completing the actions prescribed in Tip 4 it is easy to feel good and leave the session. Don’t. Take time to create who will own each action and develop a communication plan to loop in the larger group who attended on Day One and any others who need to be communicated with.

Again, this strategy works well if you have a large company, organization, or community. There are certain facilitation skills that are needed to get the most out of large-group work as well as small-group work. Let’s address large groups first:

How to Facilitate Large-Group Meetings

  • Before the meeting, get really clear on what you want to get done. In putting together an agenda, you might want to survey people before the meeting to get their idea. Or maybe do an assessment to identify problem areas or what they want to leave with. Share results at the beginning of the session or before the session is held. This way people will have a chance to get their best ideas out and process others’ ideas. (This is especially helpful for introverts, who may not speak up if they don’t have a chance to think things through ahead of time.)
  • Go over “housekeeping” rules up front. Let them know what to expect (when breaks will happen and so forth). Narrate that staying on schedule is important and thank them for their time. Don’t just say, “We are going to take a 15-minute break.” Tell them exactly what time to be back (i.e., say, “Be back at 10:15”). Have someone who can help get people back to their seats on time after breaks.
  • Ask people to be aware of communication styles (their own and others’). Remind people to be mindful of different styles so everyone has a chance to be heard. Ask them to focus on what they are saying and how they are saying it. Content does not trump communication. To involve those who are less assertive or shy, or who can’t speak up quickly enough, simply ask their opinion—but let them know it’s okay to take time to think about their answers first.
  • Room set-up matters. Round tables of six work nicely. Or, arrange seating in a U-shape. You want people up close where you can easily engage with them, so force them to the front. One way to do this is to place “reserved” signs on back chairs.
  • Job 1 is building a sense of community in the room. If you want people to contribute, it’s important to put them at ease. Especially if most people in the group don’t know one another, it’s your job as the leader to establish a comfortable atmosphere and set the tone for the discussion.
  • Do table activities early in the meeting. A great table activity is asking for one question per table. Each table writes what question they have, and these are collected at the break. Collect the questions even from the tables that do not get called on.
  • Don’t think of it as running a meeting but as facilitating a discussion. This means paying very close attention to what’s happening in the room. Recently, I was facilitating a large group discussion and I quickly realized that while I came there to teach, what I really needed to be doing was building bridges and connecting the people in the room in a way that builds relationships. They needed to work together after I was gone to make anything work.
  • Know who is in the room. Try to get a list of who is attending and a little about them. This allows you to say more personal things and connect a few people in order to build social capital. If time allows, get people to introduce themselves.
  • Build in interaction. It won’t happen on its own. This way, everyone can learn from the different perspectives, experiences, and ideas of the participants. Sometimes it’s hard to get high levels of participation. Only a few (the “big mouths”) really end up participating. Breakout sessions are great for sparking interaction. Give really clear instructions on the exercises. Consider putting them on a handout so the group can see them in writing. Assign a person in each group to report back.
  • Ask great questions, even if you know the answer. It’s better if the ideas come from the group, even if you are the expert.
  • Look for ways to keep people engaged. For example, ask people their names and pull them into the examples. Have fun stories ready to recapture their interest.
  • Anticipate getting stuck on things and prepare some pivots for when things get stuck. I was in a neighborhood meeting where things weren’t moving forward. I asked them to tell me what was good about their community (bright spots), and the whole meeting turned around.

Big groups can be incredibly valuable in moving your organization forward. It’s a gift to have access to so many minds and voices. Be sure to use it to the fullest advantage.

How to Get the Most Out of Small-Group Meetings

Whether you work for a large organization following the “large-group/small-group” approach discussed at the start of this chapter, or a small business that by necessity has smaller, tight-knit teams, you need to know how to facilitate small groups. Before we get into the “how-tos,” let’s take a look at the many, many benefits of working with smaller groups:

  • Smaller groups move at a faster pace. This is partly a matter of logistics. It’s easier to get five people together in one place than 15 people. Also, there are fewer people to weigh in, fewer viewpoints to consider, fewer arguments to be had.
  • They’re better at getting specialized. In today’s economy, it’s not necessary to know a little about a lot of things. We have the internet for that. Far better to know a lot about one area. The fewer people there are, the quicker they all come to understand the task at hand. The more they understand about a subject and its challenges, the less likely they are to make costly mistakes.
  • People are highly engaged and motivated. The smaller the group is, the more likely individuals are to feel that their efforts are important and the more effort they will put forth. This makes smaller groups more entrepreneurial by nature.
  • High performers are more likely to be noticed. Individuals are more exposed in a small group. When you do a good job, your boss will see it, and you’re more likely to be recognized and rewarded for it, which is great for morale.
  • It’s easier to build trust and unity. The fewer people there are, the easier it is for them to get to know each other. The better they know each other, the more comfortable they are collaborating and sharing their ideas. They grow to trust each other more and they bond more deeply. This unity means individuals on small teams are more likely to work late together to shore up a project they’re working on, or to go the extra mile to help a teammate.
  • Team members naturally coach and mentor each other. I’m a big believer in the value of mentoring. It not only strengthens a business but a community. In small teams, this kind of relationship occurs organically as people work together on the project at hand. More experienced people enjoy sharing their skills with less experienced people, and new employees appreciate the personal attention.

Be sure to choose smart, hardworking, and passionate people for your small team. That’s important. But being a good facilitator may matter just as much. Your team may be overflowing with great ideas and raw energy, but without a good facilitator to bring them out, capture them, and direct them into the right channels, all that potential is lost.

A Few Tips for Facilitating a Great Small-Group Meeting

  • Show up armed with great questions. The key to a productive discussion is asking the right questions, so come to the meeting well prepared. (Open-ended questions are best.) We’ve all left a meeting and then realized, too late, that we forgot to address a critical issue. When we do our homework on the front end, we minimize the chances of making this mistake.
  • Create the right environment. Seating should be arranged so people can easily see each other and make eye contact. Often a circle where everyone is at the same level and not too far apart works best. People need to be physically comfortable before they can be emotionally comfortable enough to be good collaborators.
  • Ask people to introduce themselves to the group. If everyone doesn’t already know one another, go around the room and have each person talk about their role. People are more likely to communicate and build strong relationships when there’s a good foundation from the start.
  • Dig deeper into people’s answers with follow-up questions. Avoid asking yes/no questions or those that can be answered too simply. You want to dig deeper. When someone gives what seems to be a surface-level answer, don’t let them off the hook. Ask, “Why do you think that?” or, “Let’s say we go with that solution. How do you think customers might react?”
  • Be inclusive. If you’re not careful, a few extroverts will take over the meeting. Quieter people may have great ideas but get drowned out by louder voices. You might call out introverts specifically, so they’ll have a chance to contribute. (Just be sure they have the option to think about their answer and circle back to it later. Introverts often dislike being put on the spot.)
  • Keep the meeting on track. This requires that you have clear expectations around what you’re trying to accomplish and that you communicate them with the team. If someone goes off on a tangent, make sure to steer them back quickly to the subject at hand. Similarly, discourage side discussions: everyone needs to be focused on the same talking points.
  • “Weight” discussion time in a way that matches the importance of the topic. You have limited time. Don’t let a B or C item take up time that should be devoted to A items.
  • Get to solutions as quickly as possible. It’s easy to stay focused on the problem and have everyone explain their version but try to use the bulk of the time to focus on solving the problems, not just discussing them. Breakout sessions (dividing up into smaller groups tasked with coming back with answers) are a great way to move the needle on this.
  • End the meeting with a clear action plan or at least some solid next steps. Remember, smaller groups can move things along more quickly so make sure everyone is well prepared to make that happen.

Life and business almost always reward action. The best teams are those that avoid “analysis paralysis” and show a strong bias toward rapid (though not rash) execution. When you keep this in mind at every step of the process, you’ll be more likely to get the most value from your teams, no matter what the size.

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