Best Practices for Efficient Consulting Meetings

For over 20 years, I’ve coached Fortune 500 CEOs. Along the way, I’ve sat in thousands of meetings, boardrooms, off-sites, and virtual calls that should have been emails. Here’s what I’ve learned: most meetings fail before they even start. Not because people aren’t smart or the agenda is wrong. Because the collaboration happens in the wrong place. Here are four shifts that will transform how your team meets. 1. Move the debate before the meeting. The best teams don’t show up to learn and debate for the first time. They show up having already been briefed and weighed in asynchronously, in shared documents, with real thinking on the table. The meeting becomes a decision room. 2. Shrink the room. Not everyone needs to be there. If someone’s contribution is already captured in the pre-work, free them. Smaller rooms move faster. They also talk more honestly. 3. Assign dissent. Consensus is comfortable, but it’s also dangerous. The highest-performing teams I’ve coached assign the team to provide challenges. Not to be difficult, but to make the final decision stronger. 4. End with commitments, not summaries. Most meetings end with a recap of what was said. That’s useless. End with who owns what and by when. Clarity beats closure. If you do these four things, your meetings won’t just feel better. They’ll actually produce results.

Most meetings don’t fail in the room. They fail before they start… and after they end. A meeting is not a 60-minute calendar block. It’s a process with 3 stages: Before. During. After. If you fix these, meetings become productive instead of performative. 1. Start with a written purpose (Before) If the meeting objective cannot be written in one clear sentence, cancel it. Bad: “Let’s discuss the project.” Good: “By the end, we will decide X and assign ownership for Y.” No purpose = no meeting. 2. Invite only owners, not spectators (Before) Meetings are not webinars. If someone is not: Deciding Contributing critical input Owning an action They don’t need to be there. Fewer people = faster decisions. 3. Share material in advance (Before) Meetings are for discussion and decisions, not silent reading. If people are seeing slides for the first time in the meeting, you’ve already lost half the time. Send pre-reads. Expect people to come prepared. 4. Run the meeting like a decision factory (During) Every agenda item must end in one of three outcomes: Decision made Action assigned (with owner + deadline) Explicitly parked If conversation is interesting but going nowhere, park it. Meetings are not thinking-out-loud therapy sessions. 5. Close the loop fast (After) The real work starts when the meeting ends. Within 24 hours, share: Decisions taken Actions, owners, deadlines What was parked If follow-ups are not tracked, meetings are just expensive conversations. A good meeting starts before the meeting and ends long after it. Preparation creates clarity. Follow-up creates results. Everything in between is just facilitation. Are you running or ruining your meetings? Which one of these tips makes most sense to you? ++++ I try to share practical, direct, no “cute crap" work/career tips. Follow me at Anshuman Tiwari and press the bell icon twice on my profile to get notifications when I post.

How you run your meetings matter. 🤝 After spending years working directly with CMOs, CROs, and VPs, here's how I structure and run my 1-1 meetings as a 4X demand generation leader. I still use it with my demand gen consulting clients, and they love it. Why? ↳ It doesn't waste time & gets to what matters, fast ↳ Highlights what's been accomplished + what's next ↳ Focuses on action + consistent alignment on goals Here's what I do: I structure my 1-1 meetings around three major areas... 1️⃣ Notable Updates This is where I'm laser-focused on the metrics that matter for the team. I break down how we're pacing to our goals and targets -- especially around marketing generated pipeline and revenue. I also highlight if there are major funnel conversion rate inefficiencies happening that are impacting our lagging indicators since these are typically high-priority fixes that involve collaboration between the sales team. BONUS: I build custom dashboards with my clients and their ops team to ensure we're all using the right data to stay 100% aligned. In this section, I'm also sure to spotlight notable campaign successes or failures to keep us up to date on how new messaging, experiments, or audiences are performing. This helps us understand what's working (or not), so we can double down or pivot quickly. 2️⃣ Roadblocks This is where I dive into bulleted areas I need their help blocking and tackling. These items could relate to resource allocation needs, team communication breakdowns, or anything that is preventing me/the team from driving the most impact. Don't get caught up in the weeds too much here and keep it punchy, but provide as much transparency as needed so it's easier for your leadership to address. 3️⃣ Priorities This is where I lay out what's prioritized next (taking into account what we discussed in notable updates). The key here is getting feedback on these priorities. This part should be a conversation because things shift constantly and it's crucial to stay aligned to save you time and keep you/your team focused. This is also a great place to share WHY items are prioritized or should be deprioritized based on performance, workload, or new needs. We can't do it all, so be ruthless with your prioritization. I've found this meeting structure works great to keep my meetings focused, impactful, and transparent. And the best part -- it's not complicated 🙌🏻 I hope this helps you have more productive conversations with your direct managers, agency partners, or consultants. What are some things you'd add or do differently in your meetings?

In the C-Suite, there are no ‘Nice Meetings’ - only useful ones You just wrapped up your big meeting with a senior Executive. It ran the full 45 minutes. They didn’t cut it short. They even said “Thanks.” Success? Not so fast. According to Forrester, 85% of CXOs consider first meetings with salespeople a waste of time. Don’t be one of them. As a former CFO, I’ve sat in hundreds of those meetings. Here are five best practices to make sure yours actually delivers value - and differentiates you from the pack: 1. Set a clear agenda upfront Start with no more than two agenda items. Invite the Executive to adjust them - this creates shared ownership. If time runs short, your agenda gives you a valid reason to follow up. 2. Prepare differently Yes, research the industry, the company, the Executive, and their role. But go deeper: review investor calls, risk disclosures, and Executive compensation in 10-K or 20-F filings. These reveal what truly drives decision-making. 3. Bring a fresh insight Executives value originality. We want ideas we haven’t already heard - relevant trends, peer examples, or a sharp POV. Insight builds credibility. Outcomes open doors. 4. Speak our language Tailor your message to what we actually care about: - CFOs: Profitability, margins, risk - CMOs: Customer growth, retention, share of wallet, and brand impact - CIOs/CTOs: Scalability, innovation, security Use our metrics - not yours. 5. Manage the time - and the follow-up Respect the clock. If you finish early, say thank you and leave. Always end with clear next steps, confirmed ownership, and a follow-up email the same or next day recapping key takeaways and agreed actions. Final thought: Executive meetings aren’t judged by how pleasant they are. They’re judged by how useful they were. Master these five practices, and you won’t just have a successful meeting, you’ll be one step closer to crushing your quota. #SalesLeaders #CSuite #SellingtoExecutives #CXOs #SalesEnablement #StrategicAccounts #ChiefRevenueOfficers #LearningAndDevelopment #CFOs #CEOs #CorporateUniversities #CustomerSuccess

$36,000,000,000… That’s how much money U.S. businesses waste every year in useless meetings. That’s the equivalent of having 600,000 people each making $60,000 to sit in an office all day and do absolutely nothing. At Process Street, we’ve eliminated 90% of our “useless meeting time” And we made a guide on how we did it… It’s called, How to Run Business Meetings That Aren’t a Complete Waste of Time: 1. have clear objectives EVERY meeting needs a clear, written statement identifying the purpose of the meeting. The same way you hold an employee accountable to goals, you need to hold a meeting accountable to its objective. A good objective of a meeting could be the executive team discussing a strategic change and how to roll it out to the company A bad objective would be a roundtable status update that could’ve been an email. 2. Invite the right people If the meeting is not relevant to someone’s work. They are better off missing the meeting and just doing their work. 3. Stick to the agenda Do not just walk in to a 60-90 minute calendar block and start to casually talk about the objective. That’s a recipe for wasted time. Instead, decide what is going to be discussed in the meeting beforehand, set an agenda, and allot time for each specific item. Send the agenda to people inside the meeting before it begins. If they understand and can visualize the agenda throughout the meeting, it’s WAY more likely the agenda is actually followed. 4. Don’t let it be derailed Most meetings get derailed and off topic, especially when someone starts rambling. Whoever is in charge of the meeting needs to rule it with an iron fist and frankly cut people off if they get off topic. My policy here is to interrupt the rambler first and ask for forgiveness later. It may be a rude thing to do, but every 5 minutes someone rambles could mean 1 hour of wasted time if 12 other people are in the meeting. 5. Start and end on time If you have flex time where people can show up a minute or two late, or the meeting can go a minute or two over to finish the conversation, then you’ll always have meetings where both of those things happen. Just as you would hold the meeting accountable to its objective, hold it accountable to the clock. 6. No distractions Have you ever been in a meeting with someone constantly checking their phone? Or a zoom call where it’s obvious someone is doing emails? Create a 0 tolerance policy for this. Or, if someone believes they can check out of the conversation, they probably should have not been involved in the first place. 7. Create memos Meetings are useless without stated outcomes. Whatever the objective of the meeting was, create a memo with notes on who talked about what, key takeaways, action items, and whether the objective was completed or not. Then, share the memo with everyone who was in the meeting. Follow this process and I promise you'll run meetings 90% better than you currently are.

Most meetings waste time, but the right ones save it. A single decision in the right room can prevent weeks of spinning. The key is knowing which conversations need to happen live. I use four meeting types: A- 15 minutes: Quick updates. "Here's what's happening" or "You need to know this." No discussion required. B- 30 minutes: Decisions. Come with a point of view, leave with direction. C- 45 minutes: Deep dives. Review work, surface issues, align on what's next. D- 90 minutes: Workshops. Brainstorm, sprint, solve hard problems together. The framework isn't rigid. What matters is having a clear purpose. If you can't articulate why people need to be in a room together, cancel it. On chaotic days, I spend the first five minutes setting the agenda with the group. We decide what matters most and cut everything else. Sometimes we finish in ten minutes. My rule: Do the structured thinking async. Use the meeting for the messy parts, the debates, the nuance that doesn't translate to text. Write documents to think clearly. Meet to wrestle with complexity. End every meeting the same way: What are we doing? Who's doing it? When? Watch the clock, but don't worship it. If the conversation has momentum and we're getting somewhere real, keep going. Completion beats punctuality. #workdesign #operations

𝐇𝐨𝐰 𝐨𝐟𝐭𝐞𝐧 𝐝𝐨 𝐰𝐞 𝐞𝐧𝐭𝐞𝐫 𝐚 𝐦𝐞𝐞𝐭𝐢𝐧𝐠, 𝐩𝐫𝐞𝐩𝐚𝐫𝐞𝐝 𝐟𝐨𝐫 𝐚 𝐡𝐞𝐚𝐥𝐭𝐡𝐲 𝐝𝐢𝐬𝐜𝐮𝐬𝐬𝐢𝐨𝐧, 𝐫𝐚𝐭𝐡𝐞𝐫 𝐭𝐡𝐚𝐧 𝐫𝐞𝐯𝐢𝐞𝐰𝐢𝐧𝐠 𝐭𝐡𝐞 𝐝𝐞𝐭𝐚𝐢𝐥𝐬 𝐢𝐧 𝐭𝐡𝐞 𝐦𝐞𝐞𝐭𝐢𝐧𝐠 𝐢𝐭𝐬𝐞𝐥𝐟? 𝐖𝐢𝐭𝐡 𝐭𝐡𝐞 𝐚𝐦𝐨𝐮𝐧𝐭 𝐨𝐟 𝐦𝐞𝐞𝐭𝐢𝐧𝐠𝐬 𝐭𝐡𝐚𝐭 𝐭𝐚𝐤𝐞 𝐩𝐥𝐚𝐜𝐞, 𝐢𝐭 𝐢𝐬 𝐞𝐬𝐬𝐞𝐧𝐭𝐢𝐚𝐥 𝐭𝐨 𝐦𝐚𝐤𝐞 𝐬𝐮𝐫𝐞 𝐭𝐡𝐞𝐲 𝐚𝐫𝐞 𝐭𝐫𝐮𝐥𝐲 𝐚𝐝𝐝𝐢𝐧𝐠 𝐯𝐚𝐥𝐮𝐞. During my stint as Group Medical Director with Dr Lal Path Labs, I was introduced to the concept of a pre-read. Anyone scheduled to speak should share the slide deck with relevant information as a pre-read with all the attendees. This allows for everyone to know the context in advance, giving time to review the details and build their point of view, allowing for a healthy discussion, rather than understanding the contents during the presentation. Taking into account this simple philosophy, here's how I suggest 𝐦𝐚𝐤𝐢𝐧𝐠 𝐚𝐧𝐲 𝐦𝐞𝐞𝐭𝐢𝐧𝐠 𝐧𝐨𝐭 𝐣𝐮𝐬𝐭 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐢𝐯𝐞, 𝐛𝐮𝐭 𝐝𝐨𝐰𝐧𝐫𝐢𝐠𝐡𝐭 𝐭𝐫𝐢𝐮𝐦𝐩𝐡𝐚𝐧𝐭. 1. 𝐒𝐭𝐚𝐫𝐭 𝐚𝐧𝐝 𝐞𝐧𝐝 𝐭𝐡𝐞 𝐦𝐞𝐞𝐭𝐢𝐧𝐠 𝐨𝐧 𝐭𝐢𝐦𝐞: Arriving 5 minutes before the start of the meeting allows the meeting to start on time and also time to address any tech glitches that could come up in making the presentation. 2. 𝐏𝐫𝐞-𝐑𝐞𝐚𝐝 𝐌𝐚𝐭𝐞𝐫𝐢𝐚𝐥: Consider sharing pre-read materials or literature related to the agenda which ensures that all participants have the chance to do their homework, and come prepared with thoughts, notes, & ideas, making the meeting more focused & effective. 3. 𝐁𝐞 𝐑𝐞𝐚𝐝𝐲 𝐭𝐨 𝐏𝐚𝐫𝐭𝐢𝐜𝐢𝐩𝐚𝐭𝐞: Interactive meetings where all participants contribute makes for a healthier discussion. 𝐈 𝐨𝐟𝐭𝐞𝐧 𝐬𝐭𝐚𝐭𝐞 𝐭𝐡𝐚𝐭 "𝐧𝐨 𝐨𝐧𝐞 𝐢𝐬 𝐚𝐬 𝐬𝐦𝐚𝐫𝐭 𝐚𝐬 𝐚𝐥𝐥 𝐨𝐟 𝐮𝐬!" 4. 𝐓𝐡𝐞 𝐀𝐫𝐭 𝐨𝐟 𝐓𝐚𝐤𝐢𝐧𝐠 𝐍𝐨𝐭𝐞𝐬: It's not about scribbling down every word like a court stenographer. It's about capturing the non-negotiables, action points, and responsibilities in the moment. Consider them as not just records; they're your treasure map to the 'Aha!' moments that will help you think better and collaborate effectively post the discussion. 5. 𝐌𝐢𝐧𝐮𝐭𝐞𝐬 𝐚𝐬 𝐔𝐧𝐬𝐮𝐧𝐠 𝐇𝐞𝐫𝐨𝐞𝐬 𝐨𝐟 𝐌𝐞𝐞𝐭𝐢𝐧𝐠𝐬: Meeting minutes aren't meant to gather dust in your inbox; they're strategic tools. Break down minutes into bite-sized, achievable steps to ensure that discussions lead to tangible results. 6. 𝐏𝐚𝐮𝐬𝐞 & 𝐑𝐞𝐟𝐥𝐞𝐜𝐭: How often do we jump from one meeting to another in a day? It's crucial to pause and reflect. Take a few minutes after the meeting to ponder on the discussed topics. Immediate reflection eliminates confusion and clutter, providing clarity when circling back to the key points. How do you approach meetings to ensure maximum productivity and efficiency? I would love to hear and learn from your insights. #preread #productivemeetings #DrSanjayArora

Ever notice how some leaders seem to have a sixth sense for meeting dynamics while others plow through their agenda oblivious to glazed eyes, side conversations, or everyone needing several "bio breaks" over the course of an hour? Research tells us executives consider 67% of virtual meetings failures, and a staggering 92% of employees admit to multitasking during meetings. After facilitating hundreds of in-person, virtual, and hybrid sessions, I've developed my "6 E's Framework" to transform the abstract concept of "reading the room" into concrete skills anyone can master. (This is exactly what I teach leaders and teams who want to dramatically improve their meeting and presentation effectiveness.) Here's what to look for and what to do: 1. Eye Contact: Notice where people are looking (or not looking). Are they making eye contact with you or staring at their devices? Position yourself strategically, be inclusive with your gaze, and respectfully acknowledge what you observe: "I notice several people checking watches, so I'll pick up the pace." 2. Energy: Feel the vibe - is it friendly, tense, distracted? Conduct quick energy check-ins ("On a scale of 1-10, what's your energy right now?"), pivot to more engaging topics when needed, and don't hesitate to amplify your own energy through voice modulation and expressive gestures. 3. Expectations: Regularly check if you're delivering what people expected. Start with clear objectives, check in throughout ("Am I addressing what you hoped we'd cover?"), and make progress visible by acknowledging completed agenda items. 4. Extraneous Activities: What are people doing besides paying attention? Get curious about side conversations without defensiveness: "I see some of you discussing something - I'd love to address those thoughts." Break up presentations with interactive elements like polls or small group discussions. 5. Explicit Feedback: Listen when someone directly tells you "we're confused" or "this is exactly what we needed." Remember, one vocal participant often represents others' unspoken feelings. Thank people for honest feedback and actively solicit input from quieter participants. 6. Engagement: Monitor who's participating and how. Create varied opportunities for people to engage with you, the content, and each other. Proactively invite (but don't force) participation from those less likely to speak up. I've shared my complete framework in the article in the comments below. In my coaching and workshops with executives and teams worldwide, I've seen these skills transform even the most dysfunctional meeting cultures -- and I'd be thrilled to help your company's speakers and meeting leaders, too. What meeting dynamics challenge do you find most difficult to navigate? I'd love to hear your experiences in the comments! #presentationskills #virualmeetings #engagement

STOP confusing activity with impact. Too many Customer Success pros are stuck in the mindset that more meetings = more value. Spoiler alert: it doesn’t. Over-indexing on engagement as a “win” without measuring the actual value of those interactions isn’t just ineffective—it’s a waste of everyone’s time. So, let’s break the cycle. Here’s what NOT to do: 🚫 Don’t schedule meetings just to “check in.” No one has time for fluff. If your customer can’t immediately answer why you’re meeting, you’ve already lost their attention. 🚫 Don’t treat meeting quantity as a success metric. Five meetings with no action items or outcomes? That’s not success; that’s just noise. 🚫 Don’t skip the follow-up. If your customer can’t point to something actionable that came out of the meeting, you’ve wasted both their time and yours. Now, here’s what to do differently: ✅ Make every meeting intentional. Before you hit “send” on that invite, ask yourself: “What’s the purpose? What value am I bringing?” If you can’t answer that, rethink the meeting. ✅ Focus on outcomes, not activity. Engagement isn’t about how often you’re in front of the customer—it’s about the impact you’re making. Tie every meeting to a clear goal or milestone. ✅ Evaluate qualitative value. After every meeting, reflect: Did this move the needle for my customer? Did I help solve a problem, provide clarity, or drive progress? If the answer is no, something needs to change. Things I've done or seen that I ❤️ are: ▶️ Post meeting CSATs for CSM engagement - Measure the effectiveness of the meeting ▶️ Asking the question, "Was this a good use of your time?" or "Did you find this meeting valuable?" ▶️ Analyzing the correlation between customer and engagement and lagging indicators like adoption, retention and growth ▶️ Pre-meeting alignment to avoid assumptions or misuse of time/resources - This is an issue with folks who have reoccurring meetings Stop meeting for the sake of meeting. But also identify if your customer doesn't want to meet with you because you're not brining value. Activity for the sake of activity isn’t Customer Success. Let’s measure what matters: progress, outcomes, and impact.

I’ve been thinking a lot about the 90 minute virtual meeting paradox. We spend the first 30 minutes on welcoming everyone and introductions, the next 15 on framing, and then a few people share thoughts. Then, just when the conversation gets meaningful, the host abruptly announces "We're out of time!” and throws a few rushed closing thoughts and announcements together. Sound familiar? We crave deep, meaningful, trust-based exchanges in virtual meeting environments that feel both tiring and rushed. It seems like as soon as momentum builds and insights emerge, it’s time to wrap up. Share-outs become a regurgitation of top-level ideas—usually focused on the most soundbite-ready insights and omitting those seeds of ideas that didn’t have time to be explored further. And sometimes, we even cite these meetings as examples of participation in a process, even when that participation is only surface level to check the participation box.  After facilitating and attending hundreds (thousands?) of virtual meetings, I've found four practices that create space for more engagement and depth: 1. Send a thoughtful and focused pre-work prompt at least a few days ahead of time that invites reflection before gathering. When participants arrive having already engaged with the core question(s), it’s much easier to jump right into conversation. Consider who designs these prompts and whose perspectives they center. 2. Replace round-robin introductions with a focused check-in question that directly connects to the meeting's purpose. "What's one tension you're navigating in this work?" for example yields more insight than sharing organizational affiliations. Be mindful of who speaks first and how difference cultural communication styles may influence participation.  3. Structure the agenda with intentionally expanding time blocks—start tight (and facilitate accordingly), and then create more spaciousness as the meeting progresses. This honors the natural rhythm of how trust and dialogue develop, and allows for varying approaches to processing and sharing.  4. Prioritize accessibility and inclusion in every aspect of the meeting. Anticipating and designing for participants needs means you’re thinking about language justice, technology and materials accessibility, neurodivergence, power dynamics, and content framing. Asking “What do you need to fully participate in this meeting?” ahead of time invites participants to share their needs. These meeting suggestions aren’t just about efficiency—they’re about creating spaces where authentic relationships and useful conversations can actually develop. Especially at times when people are exhausted and working hard to manage their own energy, a well-designed meeting can be a welcome space to engage. I’m curious to hear from others: What's your most effective strategy for holding substantive meetings in time-constrained virtual spaces? What meeting structures have you seen that actually work?