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How To Run An Informal Meeting

To run an informal meeting, create a relaxed environment, ensure there’s a clear objective, encourage open communication, and ensure everyone’s input is acknowledged.

An informal meeting is a non-structured meeting, often without a set agenda or prearranged protocols, that is typically used for more casual conversations, brainstorming sessions, or impromptu discussions. These meetings may occur spontaneously or may be scheduled at the last minute and often involve less participants than a formal meeting. Examples might include a quick team check-in, a brainstorming session, or a discussion over a coffee break. While less official, they still have goals and can be beneficial in promoting open communication, team camaraderie, and creativity within a workplace.

What is the purpose of a Informal Meeting?

Running informal meetings as a leader serves the purpose of fostering open communication, building rapport, and creating a relaxed environment where team members can express their thoughts and ideas freely. These meetings encourage collaboration, enhance team cohesion, and provide an opportunity for everyone to contribute, leading to more efficient problem-solving and improved overall performance.

How To Run An Informal Meeting: Step-By-Step


Step 1: Pre meeting planning

The first phase involves not only setting the meeting’s aim, but also contemplating whether a meeting is the optimum route to accomplish this goal. One must also pinpoint the crucial attendees for the meeting, ensuring their perspectives are included. Lastly, the meeting should be scheduled at a time and place that aligns with everyone’s convenience, ensuring maximum participation and openness to engage in the discussion.

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Step 2: Preparing the Agenda

Creating and distributing a list of topics to discuss during a meeting to all participants in advance is a beneficial approach. Not only does it give attendees a clear idea of the meeting’s agenda, but it also serves as a crucial reminder regarding the objectives that need to be achieved. Preparing everyone in this way enhances productivity and ensures purposeful discussions.

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Step 3: Commencing the Meeting

To initiate the meeting, it’s essential for the host or facilitator to acknowledge all attendees for their presence. It’s a gesture that fosters an atmosphere of respect and inclusivity. Following this, they should comprehensively talk through the agenda specifics, clearly outlining the various topics for discussion. Further, outlining the operational dynamics of the meeting, such as the process for raising points, delegation of speaking turns, breaks, and expected timelines is key to ensuring smooth flow and maximum productivity. These initial steps set the right pace and tone for the meeting.


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Step 4: Open Discussion

Depending on the meeting’s objective, it is essential to promote open and direct communication. This strategy fosters an inclusive environment for everyone to freely express their opinions on the issues under review. This key step introduces valuable flexibility to the meeting, allowing for dynamic conversation and perspective shift.

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Step 5: Wrap Up

To conclude the meeting effectively, summarize the key discussion points to ensure clarity. Document the specific tasks or action items assigned to each individual, making sure everyone understands their responsibilities. Additionally, establish a deadline for each task to enable progress tracking and efficiency.

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Step 6: Post-Meeting

Once a meeting concludes, it is vital to promptly circulate after-meeting notes encompassing major decisions, unsettled problems, and individual member assignments. By dispatching this information in a timely manner, it ensures that all participants remain informed and accountable for their designated roles, enhancing the overall effectiveness and productivity of the team.

Questions to ask as the leader of the meeting

1. “What are your thoughts on our current progress/goals?” – This question encourages team members to provide their perspective, insights, and concerns. It helps leaders gauge the team’s understanding and alignment towards the objectives.

2. “Is there anything that you would like to change or improve?” – This question empowers team members to voice their suggestions and ideas. It shows that the leader values their input, fosters a sense of ownership, and can lead to innovation or process optimization.

3. “What resources or support do you need to achieve our goals?” – This question enables leaders to identify any barriers or challenges faced by team members and provides an opportunity to offer assistance. It demonstrates the leader’s commitment to helping their team succeed.

4. “Do you feel adequately recognized for your contributions?” – This question addresses the need for appreciation and recognition within the team. It encourages open communication about rewards and recognition to ensure team members feel valued for their efforts.

5. “Do you have any concerns or obstacles that you’d like to discuss?” – This question encourages team members to raise any issues that might be hindering their progress or causing frustration. It shows that the leader is open to addressing concerns and resolving any obstacles.

6. “What can I do as a leader to better support you?” – This question promotes a supportive and collaborative environment. It provides an opportunity for team members to express their needs or suggestions regarding leadership style, guidance, or communication.

7. “How can we enhance teamwork and collaboration within the team?” – This question fosters a focus on strengthening relationships and teamwork. It allows team members to offer suggestions and ideas to improve cooperation, synergy, and overall team dynamics.

8. “What opportunities do you see for growth and development?” – This question demonstrates a leader’s commitment to individual growth and career advancement. It encourages team members to think about their professional goals and aspirations, fostering a sense of motivation and engagement.

When preparing an informal meeting agenda as a leader, it is important to keep it flexible and open-ended. Start by identifying the key topics and objectives of the meeting. Keep the agenda simple and straightforward, allowing for discussion and collaboration. Ensure that everyone is aware of the agenda in advance to maximize productivity and engagement.

How To Prepare For A Informal Meeting
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In an informal meeting, topics of discussion should primarily revolve around team-building, getting to know each other on a personal level, and brainstorming creative ideas. It’s an opportunity to foster a relaxed and collaborative environment where everyone feels comfortable expressing their thoughts and opinions.

See Our Informal Meeting Template
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Software tools to facilitate a Informal Meeting

Software plays a vital role in facilitating informal meetings for leaders. With tools like virtual conferencing, collaboration apps, and project management platforms, leaders can easily connect with their team members, share ideas, collaborate on projects, and make informed decisions. These software solutions enable seamless communication, efficient workflow management, and the ability to gather valuable feedback, ultimately enhancing the productivity and effectiveness of informal meetings.

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Running an informal meeting can be an effective tool in promoting open communication, fostering camaraderie, and breathing creativity into an otherwise monotonous office environment. By setting a relaxed ambiance, encouraging participation, keeping the focus on the agenda, and ensuring that decisions and action points are clearly defined and followed up on, you can make these meetings productive and engaging. Not only can it increase group cohesiveness, but it can yield innovative ideas brought forth in a less pressured environment. So, step away from the usual formal air and tread the path of casual meetings to see substantial improvements in team productivity, morale, and overall job satisfaction.

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 an informal meeting?

An informal meeting is a non-structured meeting that usually has a more relaxed vibe. These can be impromptu gatherings or planned casual events where discussion and collaboration are encouraged in a less rigid setting.

What is the purpose of an informal meeting?

The purpose of an informal meeting is to allow for open and creative discussion without the need for strict procedures. It encourages free thinking, camaraderie, and often leads to innovative solutions or ideas.

How should I prepare for an informal meeting?

Even if the meeting is informal, it’s best to come prepared. You should know the meeting’s purpose or agenda, have any necessary materials on hand, and be ready to actively participate and contribute to the discussion.

Are agendas required for informal meetings?

While agendas may not be required for informal meetings, it can be helpful to have a rough outline of what needs to be addressed. This can help guide the discussion and ensure that all important points are covered.

What's the difference between formal and informal meetings?

Formal meetings typically follow a set structure, with a predefined agenda, chaired by a specific person and decisions are made by vote or consensus. Informal meetings, on the other hand, are more relaxed, flexible and allow for free discussion. Decisions can still be made, but the process is likely more collaborative and less structured.

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