To Meet, or Not to Meet
Duke experts offer ideas on when to schedule 鈥 or not schedule 鈥 in-person meetings
John Sampson has plenty of demands on his time. The professor of Neurosurgery serves as the Department Chair of Duke Neurosurgery and the President of the Private Diagnostic Clinic.
As the person who manages the schedules of both Sampson and Kathy Tobin, Duke Neurosurgery鈥檚 chief administrator, Special Assistant Tami Tuck works diligently to figure out how to fit everything in.
鈥淢y job is to make sure he is where he needs to be with clear understanding of location, purpose, and materials to accomplish successful use of his valuable time.鈥濃 Tuck said.
As part of that mission, Tuck uses her judgement to schedule Sampson for in-person meetings. If something can be done more efficiently through another method like email or web conferences, she will suggest that. If the purpose or plan for a meeting is unclear, she鈥檒l ask for more information and obtain materials to assist for review prior to meeting.
鈥淚t鈥檚 important to be respectful of the people you鈥檙e scheduling for,鈥 Tuck said. 鈥淭he people I schedule for, they鈥檙e here before daybreak and late into the night. I want to help them get the most out of their day. Communication is key to everyone鈥檚 success.鈥
While your schedule may not be as complicated as Sampson鈥檚, taking to heart methods Tuck and others use to decide how, when 鈥 or when not 鈥 to schedule an in-person meeting, could help you make more efficient use of your time.
Here are some ideas to consider when meeting plans are coming together.
Get as much information as possible
, adjunct professor at Duke鈥檚 Fuqua School of Business, points out that it鈥檚 common to have someone ask for an in-person meeting without putting much thought into whether the meeting is necessary or if there are other ways to cover the same ground, such as email or a conference call.
Clark said it鈥檚 common to have people agree to attend meetings out of simple politeness. But out of respect for your time and the time of others, Clark recommends responding to vague meeting requests by digging for clarity and more information, such as the goal of the meeting or how you fit into it.
鈥淚f you can take control of sending more precise and detailed information upfront, it will eliminate downstream questions,鈥 Clark said. 鈥淚f someone wants a meeting but you are unsure of your role there, it鈥檚 perfectly appropriate to respond with 鈥楪reat, would you mind sending over an agenda and letting me know how I can specifically contribute to the conversation?鈥欌
Know when not to meet
When it comes to brainstorming or making decisions with outcomes that benefit from group input, in-person meetings can be crucial. Don Shortslef, a senior practice partner with , said it鈥檚 also important to understand that, for some situations, meetings aren鈥檛 the best option.
If there鈥檚 no clear purpose to the conversation or if the flow of information is only going one way, there are likely more efficient options to consider.
鈥淚f I鈥檓 bringing a group of people together and I鈥檓 just giving them information and there鈥檚 no real need for discussion, that could go out in an email,鈥 Shortslef said. He teaches the course, which returns September 25.
Consider alternatives
Over the course of a week, Tami Tuck said she鈥檒l have John Sampson talking with people in a variety of ways. There will be face-to-face meetings with colleagues, but there will also be conference calls and occasional video conferences, which prove to be valuable time savers.
鈥淚t may take up to 15-30 minutes to get somewhere,鈥 Tuck said. 鈥淵ou can save valuable time by calling in.鈥
Duke鈥檚 Office of Information Technology (OIT) helps Duke staff, faculty and students have a full range of collaborative meeting options by offering a variety of , including WebEx and Jabber.
One low-tech option Shortslef suggests is a simple in-person huddle. When just a few key bits of information need to be discussed, just gather the relevant people for a quick chat.
鈥淚t鈥檚 not a formal meeting, but kind of a substitute that takes less time and gets the pertinent information to those who need it,鈥 Shortslef said.
While quick chats and collaboration technology can help important workplace information flow efficiently, traditional meetings likely aren鈥檛 going extinct anytime soon.
鈥淪ometimes you need to be able to hammer something out and have all the papers spread out on the table,鈥 Tuck said. 鈥淔or those, you really do need to be face-to-face.鈥
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