Cast the Roles for an Effective

Meeting

What to accomplish?

Who needs to be involved?

Purpose of Meeting

Why are we meeting?

Who needs to attend?

Key decision makers

People with information / knowledge

People affected by ◦ Problem / Solution◦ Decision

Cast your meetingAssign roles for each person attending

Leader

Role◦ Initiator

Responsibilities◦ Communicate

purpose◦ Create agenda◦ Clarify roles &

responsibilities◦ Ensure purpose

is achieved

Facilitator

Role◦ Process Manager

Responsibilities◦ Keep meeting

on-track◦ Keep people

involved◦ Remain neutral

Recorder

Role◦ Reporter

Responsibilities◦ Capture discussions◦ Report decisions◦ Detail roles &

responsibilities◦ Remain neutral◦ Distribute notes

Timekeeper

Role◦ Signaler

Responsibilities◦ Assists facilitator to

keep meeting on schedule

Parking Lot Manager

Role◦ Coordinator

Responsibilities◦ Assists facilitator to

keep meeting on-topic

Subject Matter Experts

Role◦ Contributor

Responsibilities◦ Understand

purpose of meeting◦ Share

relevant information

Stakeholders

Role◦ Delegates

Responsibilities◦ Gather feedback

from stakeholders◦ Express shareholder

point-of-view◦ Report to

stakeholders

Devil’s Advocate

Role◦ Challenger

Responsibilities◦ Challenge

assumptions◦ Ask

“what-if” questions◦ Ask

“why-not” questions

Participants in the Meeting

Roles Responsibilities

Thank you!