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How To Run A Cross Functional Meeting

Coordinate a cross-functional meeting by clearly defining the meeting’s goals, ensuring representation from all relevant departments, fostering open communication, encouraging active participation, and assigning roles and responsibilities .

A cross-functional meeting is a collaborative gathering of individuals from different departments or functional areas within an organization, aimed at discussing and addressing specific issues or projects that require inputs, expertise, and insights from various perspectives. These meetings bring together employees with different skill sets, knowledge, and experiences to promote teamwork, communication, and coordination across different areas of the business, leading to comprehensive decision-making and improved problem-solving. The objective is to break down silos, encourage collaboration, and achieve a common goal or objective with the participation of individuals from multiple disciplines.

What is the purpose of a Cross Functional Meeting?

Running a cross-functional meeting as a leader serves multiple purposes. It allows diverse teams to collaborate, share ideas and expertise, and break down silos. This fosters innovation, problem-solving, and ultimately, better decision-making. It also promotes teamwork, strengthens relationships, and increases understanding and buy-in from all stakeholders.

How To Run A Cross Functional Meeting: Step-By-Step


Step 1: Agenda Preparation

Creating an agenda is crucial for cross-functional meetings as it helps the team leader establish the purpose, key topics, and desired outcomes. It also serves as a guide to ensure the meeting stays focused and productive.

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Step 2: Participant Selection

This involves carefully selecting individuals from various departments or teams within the organization who possess the necessary expertise and skills to actively and effectively contribute to the meeting’s objectives and discussions.

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Step 3: Prior Communication

Once participants have been selected, it is crucial to inform them of the meeting details, including the time, venue (virtual location), expected contributions, and providing them with the agenda ahead of time. This step ensures effective communication and preparation.


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Step 4: Facilitator Selection

The facilitator is the key person responsible for leading a meeting effectively. They facilitate discussions, promote active involvement, and make sure the meeting stays on track with its intended goals and agenda.

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Step 5: Arranging Logistics

Additionally, it may also include coordinating with attendees’ schedules, sending out meeting agendas or any pre-meeting materials, and confirming attendance to ensure a smooth and productive meeting experience.

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Step 6: Conducting the Meeting

During the meeting, the facilitator ensures effective communication while participants contribute their insights, ultimately arriving at decisions crucial to the completion of cross-functional assignments.

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Step 7: Encourage Participation

Promoting active engagement and input from all attendees in meetings fosters a rich exchange of diverse viewpoints and innovative ideas, paving the way for robust discussions and inclusive decision-making.

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Step 8: Conflict Resolution

In cross-functional meetings, having divergent opinions is typical. However, resolving conflicts effectively is crucial to ensure the meeting’s objective is achieved, making sure all opinions are heard and finding a solution that benefits everyone involved.

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Step 9: Decision Making

After discussions and debates, decisions need to be made to move forward. It is important to ensure these decisions are consensus-based, involving the opinions and agreement of all relevant parties, or alternatively, made by a designated decision-maker to avoid delays and conflicts.

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Step 10: Follow-up Assignment

Responsibilities for implementing decisions made during the meeting are assigned to specific individuals or teams, ensuring accountability and efficiency in the execution of tasks and achieving the desired outcomes.

Questions to ask as the leader of the meeting

1. What are the main obstacles or challenges that your department is facing? (This question helps to identify potential roadblocks and find solutions collaboratively.)
2. How can our teams better align their objectives and goals? (This question promotes shared understanding and synergy across different departments.)
3. Are there any bottlenecks or delays in the current workflow that need attention? (This question helps to identify points of inefficiency and improve overall productivity.)
4. How can we improve communication and collaboration between departments? (This question aims to enhance cross-functional teamwork and information sharing.)
5. Are there any opportunities for process automation or streamlining tasks across departments? (This question encourages innovation and improvement of operational efficiency.)
6. What resources or support do you need from other teams to achieve your department’s objectives? (This question nurtures a culture of support and teamwork among different departments.)
7. Are there any best practices, lessons learned, or success stories that other teams can benefit from? (This question promotes knowledge sharing and encourages cross-pollination of ideas.)
8. How can we enhance trust and strengthen relationships between departments? (This question addresses potential interdepartmental conflicts and fosters a more harmonious work environment.)
9. What specific actions should be taken to improve cross-functional coordination? (This question aims to generate actionable steps for better collaboration and alignment.)
10. How can we ensure transparency and accountability across all departments? (This question emphasizes the importance of clear communication, tracking progress, and taking responsibility for actions.)

As a leader preparing a cross-functional meeting agenda, it is essential to understand the goals and objectives of the meeting. Identify key topics to discuss, allowing for input from all departments involved. Prioritize items based on importance and allocate sufficient time for discussion and decision-making. Provide sufficient background information to ensure all participants are well-informed. Finally, communicate the agenda in advance, allowing attendees to come prepared and contribute effectively.

How To Prepare For A Cross Functional Meeting
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In a cross-functional meeting, it is important to discuss topics that require collaboration from multiple departments or teams. These may include project updates, resource allocation, process improvements, customer feedback, market trends, and strategic planning. By focusing on these areas, cross-functional teams can work together effectively to achieve common goals and drive organizational success.

See Our Cross Functional Meeting Template
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Software tools to facilitate a Cross Functional Meeting

Software helps leaders run cross-functional meetings by streamlining communication, organizing agendas and action items, and tracking progress. It enables collaboration by providing real-time updates and document sharing, ensuring all team members are on the same page. With automated reminders and notifications, leaders can ensure timely follow-up and accountability. Overall, software enhances efficiency, fosters collaboration, and enables effective decision-making in cross-functional meetings.

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In conclusion, running a successful cross-functional meeting requires careful planning, effective communication, and strong leadership skills. By following the steps outlined in this blog post, you can create a supportive and productive environment that encourages collaboration, innovation, and teamwork. Remember to establish clear meeting objectives, invite the right participants, prepare an agenda, and promote active engagement throughout the meeting. Additionally, be mindful of potential challenges and implement strategies to overcome them. By fostering a culture of inclusivity, respect, and open-mindedness, you can harness the diverse expertise of your team members and drive meaningful results. So, go ahead and apply these best practices to your next cross-functional meeting, and witness the power of collaboration in action.

Jannik Lindner

I'm Jannik and I write on MeetingFever about the experiences from my career as a founder and team lead.

If you have any questions, please contact me via LinkedIn.

Popular Questions

What is a cross functional meeting?

A cross functional meeting is a gathering of employees from different departments or functions within an organization to discuss and collaborate on common organizational goals or projects.

Why are cross functional meetings important?

Cross functional meetings are important as they enable collaboration, creativity, and innovation. They allow for the sharing of unique perspectives and ideas that could help solve problems or innovate new ways of doing things. They also promote transparency and build better relationships among different functions of an organization.

Who typically attends a cross functional meeting?

Cross functional meetings typically involve representatives from different departments of an organization. These may include individuals from sales, marketing, finance, operations, HR, and any other relevant function, depending on the topic or project being discussed.

What agendas are normally covered in a cross functional meeting?

The agenda for a cross functional meeting can vary widely based on the objective of the meeting. It could be to discuss a new business initiative, solve a departmental problem, brainstorm on a project, review performance data, or strategize on organizational changes.

How can cross functional meetings be made effective?

Cross functional meetings can be made effective by having a specific, clear agenda, encouraging active participation from all representatives, fostering open and respectful communication, and ensuring decisions or action steps are documented and followed-up upon after the meeting.

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