How to Set Expectations Before a Meeting?

Learn effective strategies for setting clear expectations before meetings. Boost productivity, improve focus, and achieve better outcomes with 7 key preparation tips.

min read

Let's face it, meetings can be a drag if no one knows what's going on. Setting expectations beforehand is like giving everyone a roadmap. It's about nailing down why you're meeting, what you'll cover, and what you want to achieve. By giving people a heads up on these things, you're basically setting the stage for a meeting that doesn't waste time. Whether you're brainstorming, making decisions, or just checking in, clear expectations help keep things on track.

Key points to consider when setting expectations before a meeting:

  • Define the meeting's purpose: Clearly articulate why the meeting is necessary and what you aim to achieve. This helps participants understand the importance of their attendance and prepares them mentally for the discussion ahead.
  • Create and share a detailed agenda: Outline the topics to be covered, allocate time for each item, and distribute the agenda in advance. This allows participants to prepare and contribute effectively, ensuring a more productive use of everyone's time.
  • Specify required preparation: Inform attendees of any pre-work, reading materials, or data they need to review before the meeting. This ensures that all participants come prepared and can engage meaningfully in the discussion.
  • Clarify roles and responsibilities: Assign specific roles such as facilitator, timekeeper, and note-taker. Also, make it clear who is expected to contribute to each agenda item. This structure helps maintain focus and ensures that all necessary perspectives are included.
  • Set the tone and ground rules: Establish guidelines for participation, such as minimizing distractions, respecting others' opinions, and staying on topic. This creates a respectful and productive environment for all attendees.
  • Communicate the expected outcomes: Clearly state what you want to achieve by the end of the meeting, whether it's making a decision, generating ideas, or creating an action plan. This gives participants a clear target to work towards.
  • Provide logistical details: Share information about the meeting's duration, location (or virtual platform), and any technical requirements. This prevents delays and ensures smooth execution of the meeting.

By setting clear expectations before a meeting, you lay the groundwork for a focused, efficient, and productive gathering. This practice not only respects everyone's time but also leads to better outcomes and increased participant satisfaction. Remember, the key to successful meetings lies not just in what happens during the meeting but in the preparation that precedes it. As you implement these strategies, you'll likely see a marked improvement in meeting effectiveness and team collaboration. Consider gathering feedback after meetings to continuously refine your approach and create a culture of purposeful, results-driven gatherings.

Host Better Meetings with Video Calling App (VCA)?

We understand that meetings aren’t just a time block. There are a plethora of pre-, in, and post-meeting tasks involved in driving an effective meeting. And how significant the groundwork is that starts with meeting agendas. 

That’s why we are building the Video Calling App - it helps product and engineering teams capture meeting context, automate tasks, and focus on high-impact work.

VCA’s AI-powered smart agenda acts as a meeting precursor, helping you draft well-structured agendas by factoring in various elements. It pulls in meeting recaps, shared docs/pre-reads, messages from Slack's "remind me" feature, parking lot items, and more. This way, you've got a comprehensive agenda that sets you up for a productive meeting right from the start.

We are still in the early stages and rolling out access every day. If that sounds interesting, join the waitlist or fill out this form, and we’ll be in touch super soon.

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Video Calling App puts all the best practices you just read into action. With VCA, product and engineering teams can capture meeting context, automate workflows, and keep everyone focused only on high-impact work.

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