makingmeetingswork–creatinganeffectiveagendaand.pptVIP

Practice Change Fellowship Making Meetings Work – Creating an Effective Agenda and Managing your Meeting for Success Cheryl Phillips, M.D., AGSF CMO On Lok, Inc Building an Effective Agenda Essential Elements of an Agenda Purpose Place: location, time, date, call-in number (as indicated) Invitees Time for introductions, as needed Topics Timing and scheduling Defining responsible person (s) Wrap up Sample Agenda Pharmacy Work Group May 2, 2007 1-4 pm Conf Room 1-4, Buhler Building Purpose: Review Annual Preferred Formulary Use Invited: Greg Sachs: chair, David Ruben, Todd Semla, Cheryl Phillips Staff: Nancy Lundebjerg Time Item Action Responsible 1:00 Introductions All 1:10 Consent Calendar X G. Sachs a. Minutes 3-17-07 b. UM report: I Care Med Group c. Recommended changes to mail order Rx list 1:15 Drug Recommended for X Addition to Formulary D. Ruben C. Phillips 1:45 Drugs Recommended for X Removal from formulary 2:15 “Educational Detailing” T. Semla 2:25 Wrap-up and evaluation G. Sachs Next Meeting June 6, 2007 Making the Agenda Work for You Balance Time and Topic Consider the order: Priority topics Topics likely to take extra time Send out the agenda prior Define the action items Distribute support materials Use Consent Calendar, as appropriate, for reports and simple approvals Common Errors We all Make Too many topics, not enough time! “Pop-up” agenda items at meeting “Didn’t see that one coming…” Extended discussion time “So, what do you need me to do?” “Wow, that’s not what I heard!” “Are we done yet?” Background to Successful Meetings Great meetings don’t just happen. Is it karma? Is it merely the “right mix of people”? We can’t always predict the outcome of a meeting, but we can certainly have a significant role in guiding the process. Essential Elements to a Successful Meeting Preparation work before the meeting Leadership during the meeting Oversight to assigned work after the meeti