Skip to content

This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Read our privacy policy to learn more.

Close
AICPA-CIMA
  • AICPA & CIMA:
  • Home
  • CPE & Learning
  • My Account
Journal of Accountancy
  • TECH & AI
    • All articles
    • Artificial Intelligence (AI)
    • Microsoft Excel
    • Information Security & Privacy

    Latest Stories

    • Incorporating prompt engineering into the accounting curriculum
    • Create a dynamic to-do list with Excel’s checkboxes
    • Another way to manage authentication texts
  • TAX
    • All articles
    • Corporations
    • Employee benefits
    • Individuals
    • IRS procedure

    Latest Stories

    • IRS warns taxpayers: Social media advice can lead to costly penalties
    • Global tax deal could hurt US companies, says letter requesting OECD guidance
    • Treasury posts preliminary list of jobs eligible for no tax on tips
  • PRACTICE MANAGEMENT
    • All articles
    • Diversity, equity & inclusion
    • Human capital
    • Firm operations
    • Practice growth & client service

    Latest Stories

    • 5 essential tactics of future-ready firms
    • MAP Survey finds CPA firm starting pay on the rise
    • Skilled for success? Accounting newcomers say yes, managers say no
  • FINANCIAL REPORTING
    • All articles
    • FASB reporting
    • IFRS
    • Private company reporting
    • SEC compliance and reporting

    Latest Stories

    • SEC accepting Professional Accounting Fellow applications
    • SEC names new chief accountant
    • SEC ends legal defense of its climate rules
  • AUDIT
    • All articles
    • Attestation
    • Audit
    • Compilation and review
    • Peer review
    • Quality Management

    Latest Stories

    • AICPA unveils new QM resources to help firms meet Dec. 15 deadline
    • 8 steps to build your firm’s quality management system on time
    • Auditing Standards Board proposes a new fraud standard
  • MANAGEMENT ACCOUNTING
    • All articles
    • Business planning
    • Human resources
    • Risk management
    • Strategy

    Latest Stories

    • Business outlook brightens somewhat despite trade, inflation concerns
    • AICPA & CIMA Business Resilience Toolkit — levers for action
    • Economic pessimism grows, but CFOs have strategic responses
  • Home
  • News
  • Magazine
  • Podcast
  • Topics
Advertisement
  1. newsletter
  2. Cpa Insider
CPA INSIDER

Strategies for leading productive office meetings

By Teri Saylor
February 5, 2018

Please note: This item is from our archives and was published in 2018. It is provided for historical reference. The content may be out of date and links may no longer function.

Related

January 16, 2018

Delegating like a boss

January 1, 2018

Leading the way to success

December 12, 2017

How to become a more creative thinker

TOPICS

  • Professional Development
    • Communication

If you were to ask your staff to describe your office meetings, what words would they use? Boring? Time waster? Stressful? Frustrating?

Meetings don’t have to be dreaded events. They can be interesting, energetic gatherings that bring employees together to brainstorm, solve problems, or make important decisions.

In this article, three management experts offer their advice on how to run office meetings that are positive, productive, and rewarding.

Focus on the agenda. “First, you should have a clear-cut agenda,” said Adam Bryant, a New York City-based managing director of the leadership development and executive mentoring firm Merryck & Co. Further, it is not enough to just set an agenda and follow it; you also need to take charge of it. “Make sure the discussion items match the amount of time allocated,” he advised. “If your agenda has two items on it, there’s no need to budget an hour for the meeting, but at the same time, don’t try to discuss 10 agenda items in 20 minutes.”

Demonstrate the meeting’s purpose. State clearly why you are having a meeting. “Having a staff meeting every Wednesday at 2 p.m. because we always have a meeting at that time is not a very good reason,” said Neal Hartman, senior lecturer in managerial communication at the MIT Sloan School of Management in Cambridge, Mass. “Sometimes meetings don’t need to involve everyone,” he said and advised leaders to determine who needs to attend by being clear about the purpose of the meeting and what the group hopes to accomplish before issuing invitations.

Stick to a strict schedule. Demonstrate discipline and show respect for participants’ time by starting and ending your office meetings as scheduled, Hartman said. “Do this as a regular practice and develop a reputation for being on time,” he said. “And expect the participants to be on time too.”

Keep minutes: Different people can sit in the same meeting and walk away with different interpretations of what went on. For that reason, it is important to keep minutes. “Ask participants to review the minutes for accuracy,” Hartman said. “Include information about what happened in the meeting: What did we decide on? Who’s taking on which tasks? Then follow up to make sure things get done.”

Advertisement

Accountability is key. Sometimes action items left over from past meetings can fall through the cracks if they are not nurtured and attended to. Before office meetings adjourn, “make sure that clear ‘next actions’ are generated, and accountability is established,” said Jim Booth, a certified association executive with 33 years of experience in national and international organization management at FirstPoint Management Resources in Raleigh, N.C. “Assign employees the task of delivering progress reports on specific action items at future meetings; otherwise, important items might be neglected or forgotten,” he added.

Be a leader. Leadership means giving all meeting participants a chance to be heard. Inviting everyone to express their opinion enables the meeting to be an actual democracy, and in most cases this is very important, according to Hartman. “Sometimes people want to dominate meetings, while others are shy about speaking up,” he said. “It is important to value everyone’s experience and contributions from an employee morale perspective.” The leader should also set the tone for meetings at the outset, Bryant advised. “It may be the type of meeting where I ask for everybody’s opinion, but at the end of the day, the action will be my decision,” he said. “Or it may be a consensus meeting, where we decide on issues together.”

Consider banning devices. It is a sign of disrespect when participants in meetings are busy with email and texting, and are not paying attention. “Don’t allow people to be on their phones or tablets during staff meetings,” Hartman said. “Some leaders set up a box for employees to deposit their devices at the start of a meeting and pick them up on the way out.”

Experiment with different formats. Office meetings don’t have to be the same old drudgery week after week. Rotating moderators from among the staff can keep things interesting and give others a chance to exercise their leadership muscles. Standup meetings are often efficient if they aren’t too lengthy. “Standups work best when meetings are less than 20 minutes,” Hartman said. “People like these because they get right to the issue, forcing everyone to focus and get through the agenda quickly.” 

Come together using technology. While face-to-face meetings help create camaraderie and build relationships, they’re not always possible when staff can’t come together under the same roof. Virtual conference rooms may be an option, Bryant said. “If people are spread from New York to London, Skype or other online meeting platforms will allow participants to see each other while meeting in real time.”

Allow a little leeway in the system. At the end of the day, we are all human. Adding some wiggle room to the agenda will create a collegial atmosphere, Booth said. “Personal connections and social time help create teamwork and grease the machine.”

Teri Saylor is a freelance writer in Raleigh, N.C. To comment on this article or to suggest an idea for another article, contact Chris Baysden, senior manager for newsletters at the Association of International Certified Professional Accountants.

Advertisement
Advertisement

latest news

September 10, 2025

MAP Survey finds CPA firm starting pay on the rise

September 9, 2025

Skilled for success? Accounting newcomers say yes, managers say no

September 9, 2025

IRS warns taxpayers: Social media advice can lead to costly penalties

September 8, 2025

Global tax deal could hurt US companies, says letter requesting OECD guidance

September 8, 2025

Few companies strategically using risk management

Advertisement

Most Read

The No. 1 risk to retirement – and one way to guard against it
Calculating AI’s impact on CPAs: New study quantifies time savings
Tax provisions in the One Big Beautiful Bill Act
Congress passes act allowing tax relief when a state declares disaster
MAP Survey finds CPA firm starting pay on the rise
Advertisement

Podcast

September 11, 2025

Strong storytelling helps speakers deliver ‘medicine’ without the aftertaste

September 4, 2025

Summing up economic sentiment and concerns about inflation and tariffs

August 29, 2025

Take a bold leap instead of a tentative step

Features

Calming nervous clients nearing retirement
Calming nervous clients nearing retirement

Calming nervous clients nearing retirement

7 retirement tips for small firm CPAs
7 retirement tips for small firm CPAs

7 retirement tips for small firm CPAs

Building a better CPA firm: Stepping up service offerings
Multi-colored plus signs

Building a better CPA firm: Stepping up service offerings

2025 tax software survey
Smiley, frowney, and neutral faces for Tax Software Survey.

2025 tax software survey

FROM THIS MONTH'S ISSUE

Multi-colored plus signs

Building a better CPA firm: Stepping up service offerings

A key step in business model modernization is determining how to implement services that satisfy clients and employees.

From The Tax Adviser

August 30, 2025

2025 tax software survey

August 30, 2025

Are you doing all you can to keep the cash method for your clients?

July 31, 2025

Current developments in S corporations

July 31, 2025

Paid student-athletes: Tax implications for universities and donors

MAGAZINE

September 2025

September 2025

September 2025
August 2025

August 2025

August 2025
July 2025

July 2025

July 2025
June 2025

June 2025

June 2025
May 2025

May 2025

May 2025
April 2025

April 2025

April 2025
March 2025

March 2025

March 2025
February 2025

February 2025

February 2025
January 2025

January 2025

January 2025
December 2024

December 2024

December 2024
November 2024

November 2024

November 2024
October 2024

October 2024

October 2024
view all

View All

http://JofA_Default_Mag_cover_small_official_blue

PUSH NOTIFICATIONS

Coming soon: Learn about important news

CPA LETTER DAILY EMAIL

CPA Letter Logo

Subscribe to the daily CPA Letter

Stay on top of the biggest news affecting the profession every business day. Follow this link to your marketing preferences on aicpa-cima.com to subscribe. If you don't already have an aicpa-cima.com account, create one for free and then navigate to your marketing preferences.

Connect

  • X Logo JofA on X
  • facebook JofA on Facebook

HOME

  • News
  • Monthly issues
  • Podcast
  • A&A Focus
  • PFP Digest
  • Academic Update
  • Topics
  • RSS feed rss feed
  • Site map

ABOUT

  • Contact us
  • Advertise
  • Submit an article
  • Editorial calendar
  • Privacy policy
  • Terms & conditions

SUBSCRIBE

  • Academic Update
  • CPE Express

AICPA & CIMA SITES

  • AICPA-CIMA.com
  • Global Engagement Center
  • Financial Management (FM)
  • The Tax Adviser
  • AICPA Insights
  • Global Career Hub
AICPA & CIMA

© 2025 Association of International Certified Professional Accountants. All rights reserved.

Reliable. Resourceful. Respected.