Effective Meeting Practices

I was shadowing a coaching client in her leadership meeting when I watched this brilliant woman apologize six times in 30 minutes. 1. “Sorry, this might be off-topic, but..." 2. “I'm could be wrong, but what if we..." 3. “Sorry again, I know we're running short on time..." 4. “I don't want to step on anyone's toes, but..." 5. “This is just my opinion, but..." 6. “Sorry if I'm being too pushy..." Her ideas? They were game-changing. Every single one. Here's what I've learned after decades of coaching women leaders: Women are masterful at reading the room and keeping everyone comfortable. It's a superpower. But when we consistently prioritize others' comfort over our own voice, we rob ourselves, and our teams, of our full contribution. The alternative isn't to become aggressive or dismissive. It's to practice “gracious assertion": • Replace "Sorry to interrupt" with "I'd like to add to that" • Replace "This might be stupid, but..." with "Here's another perspective" • Replace "I hope this makes sense" with "Let me know what questions you have" • Replace "I don't want to step on toes" with "I have a different approach" • Replace "This is just my opinion" with "Based on my experience" • Replace "Sorry if I'm being pushy" with "I feel strongly about this because" But how do you know if you're hitting the right note? Ask yourself these three questions: • Am I stating my needs clearly while respecting others' perspectives? (Assertive) • Am I dismissing others' input or bulldozing through objections? (Aggressive) • Am I hinting at what I want instead of directly asking for it? (Passive-aggressive) You can be considerate AND confident. You can make space for others AND take up space yourself. Your comfort matters too. Your voice matters too. Your ideas matter too. And most importantly, YOU matter. @she.shines.inc #Womenleaders #Confidence #selfadvocacy

If you're a founder trying to fundraise right now, it probably feels like the entire venture world has gone quiet. The response times are slow, OOOs are on and it’s easy to feel like you’re losing momentum. Don't stress. The summer slowdown is predictable, and it's not a setback, it's a gift of time if you use it well. I see this every year... The founders who scramble to send frantic emails in July/August are the same ones who struggle in the fall with an over-shopped deal and the fatigue of an endless fundraise. But the founders who use this quiet period for deep, focused preparation are the ones who run a crisp, successful process after Labor Day. The fundraising race is won in the prep lap. Here are a few things you can do right now to prep for a big fundraising push this fall: 1. Build a High-Fidelity Investor Pipeline. Go beyond a simple list of names. Create a comprehensive document that tracks every firm and partner, their specific thesis, your history with them (if any), your connections to them and crucially, the feedback they've given you in the past. This turns your outreach into a strategic campaign. 2. Assemble a "Push-Button" Data Room. Don't wait for an investor to ask. Build your data room now so it's ready to go at a moment's notice. This includes your customer contracts, cohort analyses, deck, references and financial model. A well-organized data room signals professionalism and creates momentum. 3. Craft a "Juicy" Forwardable Blurb. The best introductions are easy to forward. Write a tight, compelling, one-paragraph teaser. It must include a unique insight on the market, why your team is going to win and any key metrics. This makes it effortless for people like me to advocate on your behalf. 4. Pressure-Test Your Narrative. Use this time to pitch trusted advisors, mentors, and other founders. This isn't about memorizing a script, it's about finding the weak spots in your story. Ask them to be ruthless. The tough questions you answer now in a friendly setting will save you in a rapid fire partner meeting later. 5. Get Your "Diligence" in Order. This is the one everyone forgets. Talk to your lawyer now. Make sure your corporate governance is tight and your cap table is accurate (and clean). Uncovering a messy problems during late-stage diligence can kill a deal. Solving it now is a massive de-risking event. 6. "Warm Up" Your References. Your best customers are your most powerful asset. Don't wait until an investor asks for a reference call to talk to them. Re-engage with your top 3-5 champions now. Check in, share your progress, and get them excited about your vision. A reference who is prepped and genuinely enthusiastic is infinitely more impactful. The fall fundraising season will be here before you know it. The work you do in the quiet of August will determine the success you have in the chaos of the fall. We are prepping for our next fundraise as well so this is how I'm spending my time💥

If every board meeting at your nonprofit organization leaves you feeling wrung out and wondering, “Why does this have to be so hard? You’re not alone. I spent my first six months as a new ED creating custom PowerPoints for each meeting. Staying up late to perfect slides that board members would glance at for thirty seconds. Here's what transformed our board meetings from heroic scrambles to strategic sessions: 𝟭. 𝗖𝗿𝗲𝗮𝘁𝗲 𝗮 𝗦𝘁𝗮𝗻𝗱𝗶𝗻𝗴 𝗘𝗗 𝗥𝗲𝗽𝗼𝗿𝘁 𝗧𝗲𝗺𝗽𝗹𝗮𝘁𝗲 Same structure every meeting: • Mission moment (a story that shows impact) • Key metrics dashboard (same 3-5 goals each time, like the photo) • Progress on strategic priorities • Challenges needing board input • Wins to celebrate The time lever? You're filling in a thought-out template, not reinventing the wheel. 𝟮. 𝗦𝗵𝗶𝗳𝘁 𝗙𝗿𝗼𝗺 𝗥𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴 𝘁𝗼 𝗘𝗻𝗴𝗮𝗴𝗶𝗻𝗴 Instead of treating board meetings like show-and-tell: • Finance committee owns the financial dashboard • Program committee presents one strategic spotlight each quarter • Board members rotate leading a 5-minute reflection question • Every agenda item has a clear purpose: 𝗜𝗻𝗳𝗼𝗿𝗺 → 𝗔𝗰𝘁 → 𝗗𝗲𝗰𝗶𝗱𝗲.When everyone knows whether they’re hearing an update, moving something forward, or making a decision, the conversation stays focused and productive. When everyone is clear about whether they’re hearing an update, moving something forward, or making a decision, the conversation stays focused and productive. And now you're building engagement. 𝟯. 𝗕𝘂𝗶𝗹𝗱 𝗮 𝗥𝗵𝘆𝘁𝗵𝗺 𝗧𝗵𝗮𝘁 𝗥𝗲𝗶𝗻𝗳𝗼𝗿𝗰𝗲𝘀 𝗖𝗹𝗮𝗿𝗶𝘁𝘆 • Week -3: Committee chairs confirm and their pieces • Week -2: Compile materials using your template • Week -1: Send agenda and materials (yes, a full week early!) • Meeting day: Focus on decisions, not updates The predictability creates space for what matters: strategic thinking and real governance. 𝟰. 𝗠𝗮𝗸𝗲 𝗣𝗿𝗼𝗴𝗿𝗲𝘀𝘀 𝗩𝗶𝘀𝗶𝗯𝗹𝗲 Use the same dashboard every meeting. When board members see the same metrics improving (or struggling) over time, they understand the story. They can spot trends. They ask better questions. No more starting from scratch to explain context every single time. ----- Here's what happened when we made this shift: • Board meetings became energizing instead of exhausting, for everyone • Members showed up more prepared because they had the information and materials in advance • We made actual decisions instead of just sharing updates • My stress levels went waaaaay down Most importantly? The board stopped being an audience and became true partners in governance. That's what happens when you stop managing meetings and start building rhythms. When you make the process 𝗱𝗼𝗮𝗯𝗹𝗲, it becomes 𝗱𝘂𝗿𝗮𝗯𝗹𝗲. And board service becomes 𝗱𝗲𝘀𝗶𝗿𝗮𝗯𝗹𝗲. #DoableDurableDesirable #NonprofitLeadership #BoardGovernance

You're too outspoken." "You should be more likable." "You're coming off as aggressive." Sound familiar? Women in the workplace hear these phrases far too often. These comments, whether subtle or overt, are attempts to silence women and limit our potential. From being talked over in meetings to being passed over for leadership roles, or even labeled as "too emotional" or "too aggressive," the message is clear: shrink yourself to fit in. But here’s the truth: If your voice didn’t have power, no one would care to silence it. Playing small has never changed the world. So remember to never allow anyone to dismiss your confidence as arrogance. There’s a difference: 👉Confidence is knowing your worth and owning your expertise. 👉Arrogance dismisses others. Too often, women are made to believe their confidence is arrogance to keep them small. Don’t fall for it. So, what can we do differently? 👉Speak up—even when it feels uncomfortable. 👉Take space—your presence is invaluable. 👉Advocate for yourself—promotions, raises, and opportunities don’t just come; they’re claimed. 👉Support other women—amplify each other's voices.

Why is it that the loudest voice in the room is taken the most seriously? Across many teams, visibility gets mistaken for impact. The ones who speak the most in meetings, announce with the most intensity, or post the most in Slack are often seen as the most “driven.” Meanwhile, the people doing the quiet, deep work that holds everything together often go unnoticed. Until they eventually leave and the gap is felt. Early in my career, I struggled with this. I had strong opinions but found it hard to speak over louder, more confident voices. Over time, I learned to prepare points in advance, send reflections after meetings, and contribute in ways that felt natural to me. But not everyone should have to fight for space in that way. Leaders should design systems that make room for quieter thinkers and reward contribution, not decibels and # of words spoken. If you notice this is an issue and want to fix it: → Make visibility a shared responsibility: leaders should spotlight others’ impact → Set meeting norms that protect time for reflection & brainstorming, not just time spent talking → Allow moments of silence to give space for people to think and speak up → In reviews, ask questions like “who helped you succeed?” -> it exposes unseen contributors If you want better decisions that include more voices, build environments where the loud don’t dominate and the quiet don’t disappear. -- #people #culture #hr #meetings #inclusion

When I was CPO, I was frustrated that I was never meeting wth the right person or teams at the right time. My calendar was packed. Yet the person or team I needed to talk to was always scheduled for at least three days away. The team needs a decision, but you just had a 1:1 and won't meet your engineering partner for another four days. A controversial Product Review happens on a Thursday afternoon, and there isn’t time to get back together before Tuesday AM. I needed to create an operating cadence throughout the week that maximized productivity. After many years, here are some best practices: ➡️ Start the week with calendar review, emails, and logistics to set up the week well. If you have an admin, meet them then. ➡️ Executive team meeting early on Mondays to triage the weekend and the week. Weekly update meetings with teams on Monday afternoons, after the executive leadership meeting. This allows me to bring context, decisions, and asks from the leadership to the teams immediately. ➡️ Tuesdays are for external and cross-functional meetings. Having these meetings after the team and leadership syncs allows me to bring the latest updates and context to my cross-functional peers and externally. ➡️ Wednesday mornings are for large group decision-making meetings. This gives the team time in the week to prepare and have their pre-meetings. It also allows for any necessary follow-up meetings to happen during the same week. ➡️ Thursday is reserved for 1:1s. These are also the most easily moved if urgent, critical meetings come up from earlier in the week. ➡️ Friday is for interviews and org work. There is almost always at least one interview on Friday, and it’s a good time to think about people and culture. ➡️ Friday afternoon is when pre-reads, weekly updates, and any critical context sharing material are due to be emailed out for the meetings the following week. This ensures everyone who attends has the time to review and prepare. Remember, the intent is to try to create themes that allow you to better prepare for meetings and have the right information. When the week operates on a loose drumbeat, everyone is better able to prepare and have productive conversations. ----- 👋 Hi! I'm Yue. I am a Chief Product and Technology Officer turned Executive Coach. I help women and minority aspiring executives break through to the C-suite. 🚀  🔔 Follow me for more content on coaching, leadership, and career growth.

I used to keep session agendas vague on purpose. 🧠 I assumed surprise creates engagement. Keep people curious. Then I worked with Wouter van den Berg, PhD, a neuro-economist. Together we designed a training on brain-based facilitation. He taught me something simple: your brain works better when it knows what's coming. So the rule of thumb in good facilitation (and any meeting)? Send an agenda 48 hours in advance. I changed nothing else about my workshops. Just started sending detailed agendas two days before. The difference was immediate. People jumped into activities faster. Quiet people spoke up earlier. Not because I facilitated better, but because their brains had time to process what was coming. Here's what still surprises me: According to Zoom, 62% of people attend meetings where the goal wasn't even mentioned in the invite. Think about that. Most people show up with literally zero context about why they're there. That's not a meeting. That's a waste of time. I used to think clarity would spoil the magic. Now I know: clarity creates safety, and safety is what lets the magic happen. So my tip for any meeting or workshop? Send the agenda. Explain the why. Give people time to prepare. When did you last send a meeting invite with actual preparation information instead of just a time and title? #Facilitation #Meetings #Neuroscience #WorkshopDesign #Leadership

You don’t stop being disabled when conference or event sessions end, so why do so many organisers forget about inclusion at conference dinners and networking events? It’s great to see more events offering sign language interpreters, quiet rooms, and accessible seating during the main agenda. But what about during the coffee breaks? The networking dinner? The drinks at the end? If those adjustments vanish the moment the keynote’s over, it’s not inclusion – it’s performance. Disabled people don’t just attend the content. We build relationships, grab lunch, join the side conversations. And if those moments aren’t accessible, we’re being excluded from the most valuable parts of the day. Having sign language interpreters available throughout all event elements; keeping quiet rooms open; offering seated areas during networking; telling people food and drink menus in advance; offering sighted assistance for intros; having portable hearing loops in place; or providing enetworking options. These are all things you can do to show you actually want to host an inclusive event in full, not just meet minimum requirements. Inclusion isn’t a scheduled item. It’s a commitment. #DisabilityInclusion #Disability #DisabilityEmployment #Adjustments #DiversityAndInclusion #Content

"No complaining without solutions.” Great for junior employees. For executives, it’s catastrophic. Alan Mulally confronted this at Ford. In his weekly Business Plan Reviews, every metric was green while the company hemorrhaged $17 billion. Finally, Mark Fields showed a red slide—the new Edge had a suspension problem halting production. The room held its breath. Everyone expected Fields to be fired. Instead, Mulally clapped. "Mark, that's great visibility. Who can help Mark with this?" The room exhaled. Ideas poured in. They solved it together. The next week, every slide was "splattered with more red than a crime scene." Ford turned around. Almost every executive meeting I’ve observed works this way. Functional leaders sharing victories. BU heads reporting progress. Everyone demonstrating their competence. Everyone avoiding the problems they haven't solved yet. It's Arnold's rule on steroids: Don't just avoid complaining—only discuss what you've already handled. Your executive meetings shouldn't be status updates on solved problems. That's what email is for. It should be your smartest people tackling what none of them can solve alone: → "Revenue's soft in the Midwest and I don't know why" → "Customer churn is up but the data's conflicting" → "Our competitors just did something I don't understand" These aren't complaints. They're invitations to think together. How do you break the pattern? 1. Role model vulnerability. Be the first to show red. Your courage gives others permission. 2. Celebrate the brave. When someone admits they need help, thank them publicly—like Mulally's applause for Fields. 3. Enlist your stars. Get your most respected team members to go first. Everyone already knows they’re competent. Ask yourself: What percentage of your executive meeting is people reporting wins versus wrestling with unsolved problems? If it's mostly wins, you're wasting the most expensive brains in the building. And if you can't get your team there alone, that's what facilitators like me are for. Sometimes you need an outsider to reset the room. Image credit: James Huang

I was Wrong about Influence. Early in my career, I believed influence in a decision-making meeting was the direct outcome of a strong artifact presented and the ensuing discussion. However, with more leadership experience, I have come to realize that while these are important, there is something far more important at play. Influence, for a given decision, largely happens outside of and before decision-making meetings. Here's my 3 step approach you can follow to maximize your influence: (#3 is often missed yet most important) 1. Obsess over Knowing your Audience Why: Understanding your audience in-depth allows you to tailor your communication, approach and positioning. How: ↳ Research their backgrounds, how they think, what their goals are etc. ↳ Attend other meetings where they are present to learn about their priorities, how they think and what questions they ask. Take note of the topics that energize them or cause concern. ↳ Engage with others who frequently interact with them to gain additional insights. Ask about their preferences, hot buttons, and any subtle cues that could be useful in understanding their perspective. 2. Tailor your Communication Why: This ensures that your message is not just heard but also understood and valued. How: ↳ Seek inspiration from existing artifacts and pickup queues on terminologies, context and background on the give topic. ↳ Reflect on their goals and priorities, and integrate these elements into your communication. For instance, if they prioritize efficiency, highlight how your proposal enhances productivity. ↳Ask yourself "So what?" or "Why should they care" as a litmus test for relatability of your proposal. 3. Pre-socialize for support Why: It allows you to refine your approach, address potential objections, and build a coalition of support (ahead of and during the meeting). How: ↳ Schedule informal discussions or small group meetings with key stakeholders or their team members to discuss your idea(s). A casual coffee or a brief virtual call can be effective. Lead with curiosity vs. an intent to respond. ↳ Ask targeted questions to gather feedback and gauge reactions to your ideas. Examples: What are your initial thoughts on this draft proposal? What challenges do you foresee with this approach? How does this align with our current priorities? ↳ Acknowledge, incorporate and highlight the insights from these pre-meetings into the main meeting, treating them as an integral part of the decision-making process. What would you add? PS: BONUS - Following these steps also expands your understanding of the business and your internal network - both of which make you more effective. --- Follow me, tap the (🔔) Omar Halabieh for daily Leadership and Career posts.