Setting Meeting Objectives and Agendas

Meeting objectives

Board Meeting Objectives

Have you ever found yourself in a meeting at the company where you work that had no set meeting objectives or agenda? You know the meetings I’m talking about. Yep, THOSE meetings. We ALL know they happen way too often. How do those meetings go? How do you feel when you leave? Are those meetings productive? Chances are, the answer is no. They rarely are. As business people, we know meetings that don’t have clear objectives or an agenda typically aren’t very productive or efficient. Frankly, they’re dreadful.

I’m tickled, though, at how many salespeople ignore this simple truth when it comes to meetings they conduct, like a sales call. That’s right. I have witnessed sales call after sales call with NO stated objective or agenda. Crazy, huh? But it’s true. The funny thing is the same salespeople who loathe meetings without objectives and agendas in their own companies are the same salespeople who complain their CUSTOMERS control their calls. Imagine that. Hey, if the salesperson doesn’t establish some control with an objective and agenda, what should they expect?

meeting objectives

Let’s get back to basics, Sales 101.

It makes perfectly logical business sense to begin any meeting with a prospect or customer by stating a clear objective and agenda for what you both plan to accomplish. What does this do for you? First and foremost, you seize control of the process. If you’re not sure, think about the professionals you visit. When you go see the doctor, who controls that meeting? Does the doctor let you decide what questions will be asked, and what tests will be conducted? Of course not. Only the doctor knows what information is needed to make a diagnosis, right? As sales professionals, we know what information we need to propose the right solution. Furthermore, it’s our obligation as professionals to attempt to control this process.

The second thing we accomplish is the establishment of a track, a plan. Clearly defined meeting objectives establish a road map for the meeting.

In fact, it acts just as much to control the salesperson as it does the prospect.

Firstly, think about the last dreadful meeting in your own company. Secondly, think about your next sales call. Thirdly, think about the objective. Fourthly, craft an agenda to make certain both buyer and seller’s objectives are met. Next, send it to your prospect or customer in advance. And lastly, ask for their input. You’ll be amazed at how much more productive and efficient your sales calls will be and how much your customers will appreciate not being in one of THOSE meetings.

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