Tag: process

5 Questions for Efficient Meetings

meeting

Efficient meetings – a dream or reality?

I am sure all of us have attended way too many meetings where too much time is wasted. It can be frustrating to struggle through a discussion that takes forever to get anywhere. Then even worse the destination turns out to be a dead end.

No one wants to waste their time. But also we don’t want to rush and make people feel left out, or dominated by the powerful, or end up making a bad decision because we didn’t take everything into account.

Being efficient does not mean rushing. Being efficient means only talking about things that actually help us to make a good decision!

There are many tools that help us to make good decisions in a time-effective way. This post looks at five questions that can help us to be clear and focused on the task, and ensure that we know when we have talked enough to make the decision.

What are we here for?

This is not a question that needs to be asked every time but it is something that should be considered from time to time. There will also be situations when it is just the right question to get people back on track.

I have been to many meetings where an issue comes up and people want to tell you their experience of this issue. Or the conversation leads to commentary on the motives or credibility of the people bringing the idea. Have you ever been to a meeting where the group is asked to provide advice on a question and they want to spend their time saying what they think should be the final decision? All of these things cause a meeting to wander away from its purpose. They are classic time-wasters. When people talk about what is not their business it is very inefficient!

Any member of a committee can remind the group of their purpose. If no one else does it then it is up to the Chair. Simple comments like: I think the question before us is …; or We were not asked to make a decision on this subject but to identify the relevant issues for the Church Council; or We don’t have the authority to act in that way so there isn’t much point talking about it; or Can you help me to see how this conversation is helping us to get an answer to the question in front of us; etc.

There are many ways to pull people back on track. However, too few people are prepared to do it and so meetings wander off into all sorts of blind alleys. If the meeting is wandering one very useful tool is to remind people of the purpose of the meeting/discussion in which they are involved. Be polite – but just do it.

What is the issue?

A common way that meetings waste time is to not address the main issues. Instead, they talk about all sorts of things that are irrelevant to the topic. Often this is not done deliberately. People think they know what the issue is but they are wrong – so they talk about things that just don’t help to get the job done.

So the absolutely best way to make your meeting efficient is to make sure that everyone understands what is the issue that is before the meeting. Now, this is not as easy as it seems! Let’s look at an example.

Recently I was having a conversation with a regional church leader who said that a local congregation and his committee had to make a decision about whether a local church Minister would get an extension beyond their current term. On the surface, it looks pretty simple. The issue seems to be “Should  Rev X get to go beyond 10 years?”

But dig deeper and the issues expand. Ask the question again: “What are the issues at stake when we consider an extension for this Minister? Now we start to see that the deeper issues include

    • the effectiveness of the mission of the church
    • the health and well being of the Minister and congregation,
    • the Minister’s professional and vocational development
    • the personal needs of the Minister and congregation
    • the best use of her gifts across the church
    • is there a “church policy” that needs to be accepted or challenged

As you can see, by digging deeper to find the issues that lie beneath the presenting question we can better see what we need to talk about. If we don’t dig deeper then when the talking starts some people will speak to the first point, others the fourth and the talk will jump all over the place and make it hard to get to a point of decision.

This list of “what we need to decide” is very important. Write it up so everyone can see it. You are going to come back to this list. After creating this list, ask one more time: “Is there anything else on which we need to make a decision as we discern this matter?”

One outcome of this process is that it is possible to systematically work through each area rather than wandering all over the top of them and confusing the discussion. A second benefit is that you can prioritize the issues. Another is that you have now moved the conversation from one about strategy (in this case an extension) to goals (ie why would we give an extension).

What do we need to know?

What information do we require if we are going to understand these issues and be well informed? This step significantly reduces the potential for people to bring up red herrings, irrelevant minutia and overweighting their bias rather than dealing with the data. All of these are great time wasters.

So in the example above, the answer for issue one might include things like:

    •  we need to know the mission priorities for the congregation
    • the skills of the Minister and the members
    • decide if the Minister can make a significant contribution to that mission direction
    • etc

Do we have the information that we need?

I am often amazed at how often meetings are prepared to make a decision when they do not have the information that they need! To make a good decision you need the right information. By agreeing ahead of time what you need to know then you can decide if you have the answers that you need. This helps efficiency in at least two ways. First, it means that you only have a discussion when you are in a position to make a decision. Second, it reduces the chance that someone will turn up at the next meeting and say “We didn’t take this into account” and start the discussion all over again. Yikes!

If you do not have the information at this meeting then ask: how do we get it, who will collect it and by when? If this question is right up front then it is less likely that you talk for ages and someone decides that they have to postpone the discussion until another meeting because there is something they need to find out.

Have we talked this through?

Talk through the issues one at a time then move to the next one. Summarize the comments. If there is agreement then note it. If there is a difference of opinion then acknowledge it.

After going through the list of issues that you wrote up at the beginning of the discussion summarize what has been said and see if there is a consensus on the presenting question. It may be that the conversation leads to discernment about the appropriate path forward on the presenting question.

It is also possible that people want to give more weight to one of the underlying issues than to another. For example, some people may want to give the most weight to the family’s needs, others a policy or bias against long terms, or others the mission of the local church. Not all considerations are created equal! But getting these out in the open reduces the risk of it becoming a shouting match or a time for accusations that some people just don’t care about the Minister’s family.

If it becomes clear that there are strongly held different views on what should be the most important factors then make that topic the discussion for a time. One thing that may be helpful is to give people two or three coloured dots and ask them to put a dot next to the two or three things that are most important to them as they make this decision. People can share why their top one is important. This kind of process encourages transparency and makes it possible to address the feelings and values of the committee members as well as their ideas. This step plays into achieving positive relationships among the members and ensures that everyone is respected and has the chance to share their point of view. This may seem to some to sacrifice efficiency for a feel-good vibe in the meeting. However, that sets up a false choice. At the end of the day good, respectful and open relationships enhance the ability of a group to work effectively together over time.

Conclusion

It is very easy for members of meetings to wander all over the place and take way too long to get to a conclusion. The best solution is to have a structure for exploring any issue that is before the group. This post could only offer one example. However, I encourage you to think of an important agenda item from a recent meeting that you attended. Were there more issues under the surface than seemed obvious from the way the business was presented? Did the group try to make a decision without realizing all the information that is needed? Did the meeting go around in circles or have people talk back and forth at each other because they had different priorities and they were trying to wear the other person down? All of these problems can be overcome if you ask the five questions for efficient meetings!

 

Community based decision-making process – 4th step: implementation

Implementation is step 4 in a series of steps required for effective community based decision-making. This is the most important step because without implementation you don’t have a decision that is worth anything. The first step 1 is preparation. Step 2 is invitation. Step 3 is deliberation and decision. The final step 4 is to implementation of the decision.

“The Church Guide For Making Decisions Together” expands on this material in pages 96 and 187. You can get your copy at Amazon.

What now? Implementation!

Decisions deserves action or follow through. This final step is so important for a community-based process of making decisions. You have taken the time to prepare people, invite them to participate, discern God’s will through deliberation, and…?  Don’t forget the final step: Implementation! This is why decisions matter – things get done.

Implementation of the decision made by your faith group involves easy but often overlooked things. All are important. All are essential. Confusion and lack of synergy shows up in groups that do this step poorly. Groups that do this step well have discovered that their membership own the decision, and just as importantly, own the process. It becomes natural to them. They discover a strength in accomplishing God’s best hopes.

So, what’s involved in this step? Here is a  list of actions for you to consider once a decision has been made.

Meet with people who are affected by a decision

Not every decision needs a special meeting to relay the results. However there are times when something is significant and needs extra effort.

If a decision is complex, contentious or affects a lot of people then it is pastoral to meet people face to face. Listen to the concerns they have. Answer their questions. Explain again the process that was undertaken, the decision and the implications. Care for one another.

Send a letter

People were invited into the process in the first step. They have been partners with you in the process of discernment. So inform members that a decision has been made on the specific matter about which they have been in prayer. If appropriate convene a meeting rather than try to cover everything in a letter.

Of course websites, newsletters, Facebook groups and other communication tools can also be used to share information. However don’t hide behind a computer screen or a piece of paper.

Other people will tell the story if you don’t. Therefore ensure that people get the right information. Do not let people rely on gossip to know what is happening. If your decision impacts a specific ministry or previous arrangement with groups, be sure to let them know in writing as well.

Request continued prayer and support

Making a decision is only half (maybe less) of the story. Implementation of the decision can take weeks, months or years. Request prayer and other appropriate support for those with responsibility for the implementation of the decision.

Make these requests for support very specific. Share the projected timeline, key people involved, and name those who will be positively or negatively affected by the decision.

Think about what specific things can people do to support the decision throughout the timeline. Then offer concrete tasks for action.

Thank people

Discernment is a team effort. Remember, encourage and thank people for participating in the process. Think of specific people who have carried a heavy load in the decision-making process or will have to in the implementation phase. What special blessing can you offer them?

Have clear lines of accountability

The meeting decided who would do what tasks and by what date. The minutes provide a clear record of the decision. The implementation of the decision must be monitored.

Whether it is a small or large decision the decision-making body should get progress reports. There is a saying that people don’t do what is expected, they do what is inspected.

Do not be naïve. A person will delay and divert attention from a project if s/he doesn’t want something to happen. The community has discerned Christ’s will for them and therefore it is the responsibility of everyone to accept that decision. People are held accountable through regular progress reports.

More positively accountability ensures that the implementation of the decision is happening. When people sense that they are being faithful to what God has called them to do, this can be an energising and encouraging time.

Assess the process

Leaders should be clear about what went well in the process and what can be improved next time. Remember, it takes several attempts at a new way of doing things before people feel comfortable. Stay the course.

Strategies for review include setting time aside at a regular meeting to reflect on the process, or hold a special purpose meeting or design a survey.

Remember when you do your review to include all four steps and the people who were involved. For example

  • Were there any steps in the preparations that were missed or could have been done better?
  • Did the members of the congregation feel invited to participate and know how that was possible?
  • How well did we do in the four phases of the discernment process – community building, information sharing, deliberations and determination? What can we do better next time?
  • How was our communication? Did the implementation go to plan?

Celebrate

In an appropriate way acknowledge that you have done well.

Conclusion

As you can see there are many aspects to implementing a decision. More than just the decision matters in a community based process. The community matters. People affected by a decision matter. When your decision-making process has an eye beyond just the decision it is easier to recognise the many steps involved in implementation.

Decisions that are made actually get put into action when you do this step well. Things change. Your faith community becomes stronger.

Let us know your experience in making decisions. We would welcome your feedback to this series. Post a response. We’d love to hear from you!

Community based decision-making process – 3rd step: deliberation and decision

In any decision-making process deliberation and decision is where most people want to rush. This is the part of the process that most people think about when they talk about making decisions. It is the very heart of a decision-making process.

This is the 3rd post in a series of four posts that walk through the steps required for effective community based decision-making. Step 3 is deliberation and decision. Step 1 is preparation, step 2 is invitation and step 4 is implement the decision.

The material below is expanded upon in the book: “The Church Guide For Making Decisions Together” in pages 93 – 95 and 186. You can get your copy at Amazon.

Before the deliberations begin

We are absolutely convinced that when you complete the first 2 steps properly (Preparation and Invitation), then this step is a real delight.

First a reminder. Because this process is community-based, gathering the community for this work is crucial. Therefore people should know the issue(s) in advance and receive all relevant materials before the meeting. They should come to the meeting with a sense of prayer and wonder at what God is about to do through them. Supported this step with deep prayer and reflection. Sadly, some people come to meetings loaded for bear. That is, they take sides in advance and are convinced that they need to argue their point. Winning is their motivation. However, nothing is further from the truth of what community based discernment is about!

Here is a basic outline of an agenda for the deliberation and decision-making part of a discernment process.

Gather the Community

Participants are reminded, affirmed and built up as a community in this part of the meeting. When done well people will:

  • be welcomed
  • share a time of worship or devotion
  • build community
  • set boundaries or guidelines to complete the work ahead
  • review and agree to the agenda with appropriate break times
  • receive an overview of the consensus process.

Information Phase

Most leaders tend to ignore or limit this part of the meeting. Many questions and confusion easily arise when this happens. The issue or topic to be discussed is presented and relevant supporting material distributed.

Often this material takes the form of a petition or proposal to considered. Time must be given to answering questions on the topic so everyone is clear what they are being asked to do, understand the matter before them and the implications of their decision.

An often overlooked important piece of information is what is important to the decision makers as they consider the issue. People decide things on what they think is important. If other people don’t know what matters to others then they will not know where each other are coming from. Worse still, important needs and concerns will not surface. This means that all the issues will not be addressed and the full range of possible outcomes will be cut off.

Deliberation Phase

It is very important that you provide enough time for this phase. This is where creative options surface and the shape of the decision starts to come into focus.

In Robert’s Rules of Order, this is often a time of making amendments and substitution which can be confusing. In a community-based consensus process, it is a time for respectful conversation and consultation with one another to share experiences, hopes, values, feelings, and theology on the proposal. By doing this you begin to see what is acceptable in the proposal and whether there are other ways to achieve goals.

There are many ways to help these sorts of discussions and to capture the developing consensus. One valuable technique to foster these conversations is to form smaller groups of 6-8 people to seek direction.

Determination / Decision Phase

This is the place in the meeting where the decision is made. Perhaps the decision is that it is not time to finalise the issue. So the matter will be referred to a group for further work. That group will then bring back the next phase of the discernment in a new proposal.

Often, a group decides they have had enough conversation and are ready to share alternate ideas gleaned from conversation and prayer in the Deliberation Phase.  If you have completed the previous phases with integrity, there may be a clear cut sense of direction. This is the point where leaders ask the group if they are ready to make a decision. A revised petition or proposal may be presented to the entire group from feedback in small group sessions, or through other strategies.  Remember the point is to draw from the wisdom of the community.

Ultimately it is time to make the decision. This can be done with a show of hands, ballots, or other means. Once the decision is made it should be documented so anyone not present at the meeting understands what has happened and what the next steps will be.

Conclusion

Close the meeting by thanking people for their participation and hard work. Where appropriate end the meeting with an acknowledgement of what the group has worked on and been through. This may be a time for a prayer or song.

I am deeply troubled when a group says that this work takes too much time. They prefer a simple yes or no vote. The answer is simple: take just enough time to discern the will of God on a matter with your brothers and sisters. Then people have ownership of the decision. You will know that you have spent time wisely when you hear people say that they fully understand the decision and are prepared to support it.

If you do not take adequate time for this step then you will waste time later revisiting the matter, or suffering from people’s confusion or lack of support. Groups have split over less!

What a wonderful feeling it is when a faith community knows that they have discerned the will of God on the matter and are prepared to embrace it together!

Post your response to this article so that we may hear your experience and insights about making decisions well.

 

 

 

Community based decision-making process – 2nd step: invitation

 

Who would throw a party and not send an invitation to guests? Sounds silly, right? Would you believe that many church leaders plan for an important decision and fail to get the right people to the table? Therefore in an effective decision-making process invitation is essential. So give careful thought to who should be present. It takes effort to think this through. However it is well worth it.

This post is part of a series of four that walk you through the steps required for effective community based decision-making. The first step is preparation. Step 2 is invitation. Step 3 is deliberation and decision. The final step 4 is to implement the decision.

“The Church Guide For Making Decisions Together” expands on this material in pages 92, 93 and 185. You can get your copy from Amazon.

Decide who should be present

I know – it sounds obvious, but this step is often overlooked. Who should be on your invitation list? Some meetings have a limited group of people involved in the decision-making. Some decision-making bodies like congregations can be quite large. When holding important meetings make sure to hold them when as many people as possible can participate. The first group of people who need to be present are the people who need to make the decision – plan for maximum involvement.

Decision-makers need good information and good processes. Therefore the second group of people you need at a meeting are resource people. They may be subject experts who offer technical information or other data.

Some discussions are complex and need processes that can maximize participation, exploration of issues, and the drawing out of opinions. Not every Church Board or congregation has experts in meeting processes. So consider – do we need some help in developing the processes for our discussions?

Decision-makers are not the only persons affected by a decision. So it is important to have people who are affected by a decision, present at some stage in the decision-making process. Decisions-makers need to understand the impact of a decision. This is important information for decision-makers. Therefore think about who can help a group understand the impact that their decision will have. Then add them to the invitation list.

When possible, make a list of people who need to participate. This group will include those with authority to decide, people who can assist the knowledge base and processes of the group, and others who help to make the impact of the decision clear to the decision-makers.

Develop a clear communication plan – invitation

Participants need to know what is happening. Encourage people to understand why it is important that they attend. Also they need to know where the meeting will be held and other important details.

A note in the bulletin or minutes is not enough to get the word out. Try some of these ideas: send an open letter to the congregation or organization, make numerous announcements, present involvement as an invitation to something important, and introduce the process leaders to your group and have them explain what will happen.

Practice the Means of Grace

Invite people to be in a spirit of prayer for the meeting. Encourage them to pray and reflect on scripture during this time. Every member of the community of faith is a partner in the process. So respect them and affirm them by providing them with the opportunity to support the process through prayer and other acts of faithfulness.

Conclusion

When you have the right people at the table, the process of making decisions goes better. Take the time to invite people in as many ways as possible. Encourage their participation by providing good information, specific invitations and concrete recommendations for how they can be involved.

Do the ideas in this article match things that you have done? How did that work out?  Let us know your thoughts, experience and questions.

 

 

Community based decision-making process – 1st step: Preparation

Be prepared for anything

A sound decision-making process needs good preparation. So put in place the steps to be effective. This series of four posts walks you through the steps required for effective community based decision-making. The first step is preparation. Step 2 is invitation. Step 3 is deliberation and decision.The final step 4 is to implement the decision.

How you begin the work of making decisions affects how you complete it. Preparation is the crucial first step. “The Church Guide For Making Decisions Together” expands on this material in pages 86 – 92; and the Checklist on page 184. You can get your copy from Amazon.

Preparation

In this step of the process focus on organisation. Therefore give attention to the following elements. Then you will cover all the important parts of this phase. Overlooking any of the following six steps can lead to significant negative consequences. Do not underestimate the value of good preparation!

  1. Name the decision to be made

    People need to know what is being asked of them. So put clearly into words the issue, and the form of the proposal. This clarifies what is being considered. Then people can pray and think wisely about the issue.

    Provide information about the possible decision (i.e. the proposal). Also include how and when the decision will be made. People in an organisation are more likely to accept a decision if there is transparency. People need to understand and trust the process or they will want to go over the issue again and again. So tell them the process!

    You have told people the issue / proposal being considered. They know when it will be considered ,and the process that will be used to come to a decision. In addition people need to know who is making the decision. In a local church context this may seem obvious. However when a decision is contentious it is well worth reminding the wider group who has been trusted to lead in this area of decision-making. This is a way of building confidence and trust. If there is an external facilitator involved it is important to share, widely, who they are and why they have been selected.

    The first stage of preparation is to let the decision makers, and those affected by the decision, know what is happening. Be as clear as you can.

  2.  Design the Process

    Consider forming a Process Planning Group to assist in this task. This group will take the leadership (perhaps the responsibility) for designing an effective process. Their role is to draw a road map for the journey towards discernment. On this map will be:

    + Communication strategies for the community affected by the decision.

    + Communication strategies for the decision makers.

    + A process for use within the meeting. It will cover information sharing, ways to explore an issue, strategizing about how to include all voices and how to generate creative options to resolve the matter, etc.

    + The timeline for making a decision – it doesn’t all have to be in one meeting!

  3. Fill key leadership roles

    Name the meeting chair (this is often a person already elected). If you decide to have small group discussion as a part of the process, design the groups and ensure they are inclusive. Recruit small group leaders and schedule as many training sessions as required to make them ready. When making decisions on matters that have a profound impact on your organisation we recommend that you utilize a trained facilitator to guide the process.

  4. Support the entire process with prayer and other spiritual practices

    Don’t forget to call a season of prayer, and if appropriate, fasting for the entire process. If there are Bible passages that people can helpfully study and meditate on, make these known. Immerse your community in the process. Provide knowledge about what is happening. It is nothing less than discerning the will of Christ for His church on this issue, in this place, at this time. This is a spiritual undertaking.

  5. Set Meeting Guidelines

    Be clear about who can participate in the process. Also be able to say what they need to know in order to participate. Now is the time to list respectful ways to work together (listen deeply, ask clarifying questions, be in a spirit of prayer, etc). If you don’t have a Behavioral Covenant now may be a good time to make one. Make these guidelines known well ahead of time.

  6. Provide a safe environment to meet

The location of the meeting matters. The space you choose should allow for people to clearly see and hear each other. We recommend setting the room up in a circular pattern to promote a sense of community. If necessary have a sound system. Think about hospitality and comfort – respect and care for the people who are making the decision.

If you do not already have one, consider establishing a behavioral covenant to guide respectful interactions with people. If you have one ensure that it is before people and they commit to following it.

Do not assume that people know to communicate well with one another. Encourage people to listen before speaking, to ask clarifying questions so they understand what is said, not to monopolize the conversation, etc.

Conclusion

If you take  time to prepare your decision-making process, you will lay the groundwork for a good experience and make better decisions. The goal of your preparation is to give people confidence in the process and therefore to be better able to accept the outcome.