What is a Meeting Dialog? Dialogs are highly interactive, team-based, open and collaborative. Information bounces around the room; it does not all go through the leader. Dialogs drive problem identification, discovery and problem-solving. They build team pride – they show that the organization is progressing and that individuals are making a difference. Peers have high expectations regarding individual preparation and performance. Dangling items are captured, and there is follow through. Dialogs bring people and functions together to discuss progress-to-plan. They provide a forum for reinforced accountability. They create a team-based conversation around what people need to do to keep those functions moving successfully forward. Of equal importance, they celebrate success and problem-solve any shortfalls. They also build organization pride and productivity. And the ringmaster who drives this pride and productivity is the leader.
To create a meeting dialog, click the green + sign icon under Meeting Dialogs. Add the name of the Dialog. Click insert. Click on the dialog date link and the dialog will open in a full web page. You will see a blank agenda box. Click into the agenda box on the pencil in the upper left corner. Create your agenda.
If you have already completed at least one meeting agenda, you will then see last month’s agenda on the right and a blank agenda to edit on the left. If you want to copy the agenda from last month (then edit it), click the green arrow in the center between the two agendas and the agenda on the right will automatically copy into the agenda on the left. You can then make any adjustments to the current agenda on the left. Click Update to save the changes. You can also create Related Links as well as Follow-up Tasks. All Follow-up Tasks that have been assigned a task owner will show up on the owner’s “people tab”.
The following is a Help Video on Meeting Dialogs.
The following is a suggested Agenda for a Best Practice Project Dialog:
- Special agenda items
- Team members check off their work Check-In (5 to 10 minutes)
- Review Follow-ups
- Discuss any emerging issues that could positively or negatively impact this project (what's going on internally, what's going on externally)
- Review past two weeks [what have we achieved? (reinforce high points), what have we learned? How is our teamwork?]
- Review Progress to Plan [are we staying in scope - or is it creeping?, how are we progressing on the Completion of Milestones/tasks?, will we meet the established Evaluation Criteria]
- Prepare the Comment Field
- Preview for next two weeks [what can we anticipate?]
- Should the project continue? [still in best interest of the organization? Worth the time and money we are investing?]
- Clarify all Follow-up items and check for any changes to the Project Connection
- Add Follow-Up Tasks
- Select and load the date for Next Dialog