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Write a meeting agenda by stating the decision participants need to make, the information required and any unresolved question. Send relevant background in advance when possible. Close by recording the decision and next action, or the missing information that prevents the group from deciding.

A meeting called project update can cover almost anything. Participants bring different questions, and the conversation ends before the decision gets a proper hearing.

Name the decision in the invitation: choose the launch date, agree on the next draft or decide who will handle a request. Add the material people need to read and the questions still open. If there are several decisions, give each a place in the available time.

Put information before the conversation

Send background that can be read beforehand, where that is practical for the group. Say clearly if you need participants to review it. Avoid attaching a long document with no indication of which section matters.

At the end, record the decision, the person responsible for the next action and when it is expected. If the group cannot decide, identify what information is missing and who will obtain it. Sometimes that is the useful outcome. Next time, review whether the discussion needed everyone invited or whether a smaller conversation would have suited the decision.

An invitation people can prepare for

An illustrative example

Suppose a team must choose between two delivery dates. The invitation names that decision and links to the availability table. It asks participants to check their own constraints before the meeting. During the discussion, one option turns out to depend on a supplier confirmation. The group records who will obtain that answer and when the decision will be revisited. If the information had been complete, the note would instead state the chosen date and the person updating the plan. Either outcome gives the next conversation a starting point. You do not need a broad project update to settle the specific scheduling question.

Prepare a decision agenda

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When people arrive without reading

Check whether the invitation made the preparation specific and gave enough notice. If the background is short, allow a brief reading period and adjust the discussion accordingly. If the missing input is substantial, identify what can be settled now and reschedule the blocked decision. Repeating the same meeting with the same missing information will not help. For future invitations, point to the relevant page or section and say what response is needed. Also check whether everyone invited genuinely needs the full background.

Draft your invitation

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Written by the Painless Success editorial team. Our upcoming book, Painless Success, brings these ideas together. Preview its contents or join the release waitlist.