In Meeting with Customers, Meeting With Executives

Reshan Richards, Steve Valentine, Meetings, The Sales EvangelistMeetings serve an important purpose in business so we must learn how to run better meetings to avoid the feeling that we are wasting our time. 

Reshan Richards is a career educator who launched an app — targeted for use in schools — that ultimately became a software business. He has seen a significant intersection between things that are effective in both business practices and the classroom. Together with Steve Valentine, also a career educator, he is collaborating to articulate and pinpoint the specific moves that can be borrowed from the teaching profession and implemented in business. Steve has studied leadership and its application in order to work with young people and help them understand basic leadership. 

Meeting mistakes

The problems that plague corporate meetings often mirror those of ineffective classrooms. Primarily, the transmission of information isn’t right for the audience who is meant to understand it. People often go back to their defaults or their own experiences to measure what is right.

If, for example, you get called into a meeting where one person is doing all the talking or all the work, it isn’t a good use of anyone’s time. It wasn’t likely called for the service of the people who are meant to share the information. In education, a difference exists between the transmission of information and the building of knowledge. 

Reshan and Steve believe that the best kinds of meetings are those that leave people feeling like they couldn’t possibly have had the same great experience without the meeting. In other words, there’s no substitute for the meeting, and people are glad they went. 

Unfortunately, that’s a rare occurrence in both business and education.

Bad meetings

Reshan’s company, Explain Everything, worked with a Fortune 100 company to help them run better training for new-to-title employees. As he evaluated their structure, he realized that 90 percent of the time during a week-long seminar was spent sitting watching PowerPoint presentations. The other 10 percent of the time was application of what they learned. The following week, those employees were sent into the field. 

The meetings were efficient and easy to plan, but retention was low, so he worked with them to rethink their time together. He encouraged the company to think about how it might best utilize the experts in the meetings as well as how the information should be delivered. 

They also found that they were teaching concepts on Monday that the employees wouldn’t get to apply until Thursday. The distance between the lesson and the application meant that the employees had to learn the information twice. 

For Steve, the very best meetings are those that are allowed to be messy and those that permit people to drop their status. He measures the quality of a meeting by the extent to which people are treated as learners and the extent to which they actually learn something they didn’t know when they walked in. 

That information doesn’t have to appear as a revelation. Rather it can simply be the chance to build knowledge together in the temporal context they share. 

Internal meetings

Planning a great meeting looks exactly the same as planning a great lesson or learning experience. Reshan and Steve think in terms of three motions, or phases. 

1. Before the meeting

2. During the meeting

3. After the meeting

These stages parallel the stages of sales, where sellers engage in pre-call, during, and then follow-up

As the meeting facilitator, you should have a really good awareness of the prior knowledge participants have prior to the meeting. 

Meeting prep

Often times meetings get scheduled by those who have the authority to do so, but the attendees don’t know the agenda until they arrive. Those that get the agenda ahead of time either get it too far in advance or too close to the meeting time. 

Meeting prep also varies greatly among the attendees at meetings. Some people dutifully prepare for the meeting while others never even look at the agenda. The facilitator often has to go to the lowest common denominator because a percentage of people didn’t prepare. In the end, that holds the entire organization back because it means that instead of starting at level 7 in the dialog, you’re starting at zero because there is no ritual around basic procedures.

Ask yourself whether it’s necessary to actually have everyone in the same room at the same time in order to achieve your outcome. 

Brain breaks

If you’re interested in making sure that learning happens in your meetings, build in brain breaks where you provide time for people to synthesize the information you provide. Things often move quickly in meetings, and if you build simple pauses like questions or discussions into the meeting itself, you’ll support learning. 

If you don’t give the human brain time to do what it does best, you’ll leave a lot on the table in the meeting. 

Consider the intention of the meeting as you’re determining how much information you include. There’s no right or wrong number of agenda items, but you must provide off-ramps so that you can read the room and respond to the audience. Be willing to push some of the information into off-line discussions without disrupting the meeting momentum.

Just because it was delivered doesn’t mean it was understood. 

Productive chaos

Your organization might successfully navigate a meeting with 14 agenda items, but ask yourself what the impact of the meeting was. In schools, this shows up as racing through the content without making sure students understand. The art exists in adjusting your presentation and being able to reshuffle things if necessary. 

Steve once had to plan a two-day retreat for a group of leaders, and his approach at that time was to build massive slide decks in an attempt to control every moment. Reshan suggested cutting the number of slides down a bit, and then he cut it from about 100 slides to seven.

Steve remembers being terrified because he wasn’t sure what he was going to do or say, but Reshan reminded him that their purpose was to facilitate. They intended to bring ideas out of the leaders so they would have a transformative experience. In short, the leaders were to do more of the work. 

Teach themselves

The pair structured the meeting loosely, but it wasn’t without structure. As a result, the participants accomplished much more than any of them expected. They still hear from the people who attended that event. 

Steve notes, too, that they weren’t being lazy. They were actually being rather rigorous in their preparation because they were removing rather than adding. The result was productive chaos. 

In short, they helped the meeting attendees teach themselves because they built so much of the meeting themselves.

As a general rule, the content kind varies inversely to the time: the longer the engagement, the less content there should be. You’ll build in more generative time from participants.

Think about how you can design your meeting so that the people in the room are doing more of the work and the thinking. That’s what leads them to be able to use the knowledge. 

  • Be clear on the goals and purpose of your meeting, and don’t hold one simply because you believe you should. 
  • Be reasonable based upon people’s schedules. 
  • Set crystal clear goals and prevent diversions and tangents.  

Many people work without the need to go to the office every day. If you’re taking someone’s time, hold your meetings to a higher standard. Remember that they are never getting that time back. 

“How To Run Better Meetings” episode resources

Reshan and Steve launched a book called Make Yourself Clear, and you can connect with them at the website, MakeYourselfClear.xyz

If you’re a sales rep looking to hone your craft and learn from the top 1% of sellers, make plans to attend the Sales Success Summit in Austin, Tx, October 14-15. Scheduled on a Monday and Tuesday to limit the impact to the sales week, the Sales Success Summit connects sellers with top-level performers who have appeared on the podcast. Visit Top1Summit.com to learn more and register! 

You can also connect with me at donald@thesalesevangelist.com or try our first module of  TSE Certified Sales Training Program for free. This episode has been made possible with the help of  TSE Certified Sales Training Program, a training course designed to help sellers in improving their performance. We want you guys to go out each and every single day to find more ideal customers and do big things.

I hope you like and learned many things from this episode. If you did, please review us and give us a five-star rating on Apple podcast or in any platform you’re using – Google Podcast, Stitcher, and Spotify.  You can also share this with your friends and colleagues. 

Audio provided by Free SFX and Bensound.

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