Summer 2007

GETTING YOUR MONEY'S WORTH FROM OFF-SITE MEETINGS

Noeline Thomson-Bee photo By Noeline Thomson-Bee

Off-site meetings are a fact of corporate life. Over the course of a year, most of us are asked to attend events (and sometimes travel great distances to get there) to work on agendas like team building, better alignment, or strategic focus, etc. And if you have ever sponsored or been asked to help plan an important off-site, you know that significant amounts of time and money will probably be invested in making your event successful.

What's the secret to a great event: a compelling agenda, a great location, and fun activities? They all help, but the real keys are clarity about the specific outcomes you want to achieve combined with a laser-like focus on other aspects of your meeting.

Clarity about Outcomes:
Team building, alignment, strategic planning are all great ideas. But they aren't outcomes. You need to ask yourself: What will be different/better if this off-site accomplishes its purpose and teamwork and/or alignment really takes place?

A quick way to do this is to write down the "Communication Points" that you would ideally like to have at the end of your meeting. Try to picture what the attendees would be saying as they wrapped up the meeting. What would you want them to tell other employees about what was accomplished? And how would they be looking and sounding as they told them?

Then try to picture what the participants would actually be doing after the meeting is over. What new possibilities will be created in your meeting and what new behaviors will they lead to?

Finally, ask yourself what this result is worth to you, as well as your Company? Be tough on yourself. Just as you would with any other investment you need to ask yourself: Is the ROI equal to the costs, time and energy you're planning to spend? If you can't answer "yes" to this question, STOP, go back and ask yourself: What results would have to occur to make your answer a resounding 'yes'.

Once you know exactly what you want to accomplish, then it's time to develop the agenda and design the experiences that will get you great results. Focus your agenda on the few key things that really matter. Then determine the purpose of each topic. Is it: Discussion & Debate? Brainstorming? Venting? Making a decision?

Finally, think about the linkages between the topics on your agenda. Is there a logical connection between topics? Do they comfortably yet consistently move the participants from the current state to the outcomes you want?

Alignment Between Agenda and Arrangements

Once you know what you want to accomplish, and how you are going to get there, you need to consider a number of other arrangements: budgets, location, tone of meeting, informal/fun activities, etc. These "details" are often the most expensive items in your off-site budget. Thoughtfully planned, they can add value by reinforcing your objectives.

If you are delegating any arrangements of your off-site it's important to communicate the "intent" of your agenda to everyone involved. Then check back to make sure that the arrangements for your meeting reinforce you're your off-site's purpose

Stories about company's that overlooked these "small details" are legend. Here are a few true examples that would make Dilbert proud:

  • A large insurance company hired the Queen Mary 2 - flew people in for a week, had lavish dinners for the participants etc. to focus on cost cutting!
  • A pharmaceutical company that wanted to flatten their organization and identify cost-saving opportunities delegated the event to several subcommittees. While one group designed the agenda another committee organized the logistics. The latter made the decision to book rooms based on titles. All senior managers were upgraded to the most expensive rooms complete with expensive fruit baskets.

About the author:
Noeline Thomson-Bee is President of CAPP Consulting Partners, Inc, a management consulting firm based in North Kingstown, RI that focuses on executive coaching, leadership development and organization alignment strategies. She frequently designs and facilitates management retreats and off-site meetings as a part of her practice. You can reach her at noelinetb@cox.net.

Productivity Pointers

Building Trust in Your Relationships
My 7 sure ways to get value from your investments.

1. Think about the human elements of the meeting. What does the team or participants need to increase the likelihood of your agenda being successful?

  • Get to know each other better - to make vulnerability more comfortable
  • Have some fun
  • Integrate a new member or someone at the fringes
  • Surface and clear up conflicts - perhaps learn how to handle conflicts constructively
  • More excitement about the topic and what they can do to more it forward?
  • More information to better understand the challenges they face and what their role is in accomplishing it?
  • 2. Reflect on your role in the meeting and during each individual topic. Effective leaders will shift their role to:

  • Lead - set the tone, pace
  • Role model new behavior
  • Sell/influence
  • Engage others and get their support
  • Facilitate
  • Challenge
  • Show your own human side
  • Create more level playing fields in groups
  • 3. Allocate time realistically - you can't make major changes in an hour - so don't try to accomplish six important things in eight hours. Human beings in groups - need time to get their heads and hearts into a topic.

    4. Ask yourself what could derail the meeting? Develop plans for dealing with these if they come up.

    5. Make sure to leave sufficient time for turning discussions into action items and identifying how progress against them will be tracked.

    6. Make sure to leave time at the end to develop communication points. It's a great way to summarize and insure that all participants are on the same page when they leave.

    7. Consider partnering with an external facilitator and/or internal resources to help you plan and facilitate your off-site. Their expertise will enable you to design all aspects of your off-site more efficiently. It will also free you up to be an active participant in the meeting.