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FREE online courses on Effective Meeting Facilitation - Think Before You Meet - Who needs to attend the planning meetings

 

As a general rule, planning can be accomplished by a sub-group within an organization not everyone has to participate. Ideally, the planning group will be comprised of at least one person from each unit or each level of organizational work (i.e., staff, board, volunteer). In addition to representative participation, the planning group should have someone with authority to make decisions, someone who has responsibility for carrying out decisions, someone who knows the milieux backwards and forwards (subject matter expertise), and input from someone who uses or benefits from the service or product the organization offers.

 

In addition to diversity of experience, planning teams should encompass diversity of thinking styles. The world sometimes seems to be sharply divided into two types of people big picture visionaries, and practical nuts-and-bolts people. Planning teams require both types. The big picture folks have difficulty reaching closure and won't be able to convert a vision to an action plan. Developing step-by-step procedures is what the nuts-and-bolts types like doing best.

 

The planning group, at some point along the way, will need to perform tasks best left to individuals i.e., one person is generally charged with a writing project. Allowing two or three individuals to take information from the group, work out an idea on paper, and bring it back to the group for feedback saves meeting time. For example, when a complex issue surfaces, a subgroup may want to meet, and bring back their recommendations to the whole planning group or organization.

 

The planning group might decide to elicit public participation for a specific aspect of the planning process. There are a variety of meeting formats to enhance information exchange with the public: focus groups, charettes, open house, and workshops. A "talking head" format is the least effective. Make the information flow as interactive as possible.

 

Occasionally, either because the organization is small, or because trust has disintegrated, all members of the organization may need to take part in the planning process. The answer to the question, "Why are we meeting?" should help determine who needs to be there. No one who needs to be at a meeting should be left out, and no one should have to attend an unnecessary meeting.

 

 

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