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How To Run A Monthly Team Meeting

Run a monthly team meeting successfully by setting clear goals, developing and adhering to an organized agenda, promoting active participation, being respectful of everyone’s time, and providing detailed follow-up communication.

A Monthly Team Meeting is a regular gathering of a team, usually within a professional setting, that occurs on a monthly basis. This meeting is used to discuss various business matters such as status updates, departmental performance, and new business opportunities. It is also a platform for team members to share their accomplishments, challenges, and future plans. This enhances communication, keeps everyone updated and aligned with the team’s goals and objectives, and promotes collaboration and team cohesion. The frequency of monthly meetings allows for ample time to see progress or address issues while promoting a consistent communication rhythm.

What is the purpose of a Monthly Team Meeting?

Running a monthly team meeting as a leader serves multiple purposes. It provides a platform to align goals, communicate important information, and address any challenges or concerns. It offers an opportunity to foster collaboration, enhance teamwork, boost morale, and recognize achievements. Ultimately, these meetings help to ensure a cohesive and motivated team working towards a common objective.

How To Run A Monthly Team Meeting: Step-By-Step


Step 1: Meeting Preparation

The meeting organizer should explicitly identify the primary objectives and crucial agenda items. This can encompass examining previously decided action items, identifying vital updates or topics for discussion. It’s crucial to pinpoint the key decisions that need to be addressed and resolved during the meeting for a smooth and efficient operation. A well-structured plan ensures that all participants are aware of the meeting’s goals and minimizes wastage of time, ultimately leading to a more productive and successful meeting.

ZipDo, our app, streamlines team meeting preparations by centralizing information from past sessions. As a meeting lead, you gain easy access to previous agendas and notes for recurring meetings, greatly reducing preparation time. This centralized approach ensures comprehensive coverage of all critical topics.

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Step 2: Scheduling

The meeting organizer holds the responsibility to identify a suitable time for all team members. The task may involve strategies like conducting availability polls, employing digital scheduling tools, or perhaps establishing a consistent time for monthly gatherings. This task is crucial in ensuring the participation and engagement of all members, thereby fostering collaboration and productivity in the assigned tasks.

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Step 3: Sending Invitations

After finalizing the date and time, the meeting organizer should distribute calendar invites to all participants. This invitation needs to include not just the meeting agenda, but also details on what is expected from each participant in preparation for the meeting. It should also contain any relevant pre-read materials. By presenting this comprehensive overview, attendees can understand the purpose of the meeting, what they’re tasked with, and how they can effectively contribute to the discussion or decision-making process — all contributing to a more productive and efficient meeting.


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Step 4: Conducting the Meeting

During the meeting, the organizer will systematically lead the team through the agenda. This comprehensive process incorporates ensuring all items are thoroughly deliberated, every participant’s perspective is regarded, authoritative decisions are implemented when essential, and that the overall meeting duration is judiciously optimized for time efficiency.

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Step 5: Active Participation

All team members play a critical role in the success of meetings. Active participation involves engaging in thoughtful discussions, questioning ideas to develop understanding, providing valuable input based on personal expertise, and contributing to decision-making processes to maintain balanced and inclusive outcomes.

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Step 6: Documentation

During a meeting, one individual should indeed undertake the role of a scribe. Their responsibility would not just be limited to documenting significant points discussed, but also capturing decisions made within the meeting. Furthermore, they need to accurately chronicle any action items determined, ensuring responsibilities and deadlines are clear for all team members. This crucial role aids in maintaining transparency, accessibility, and improved follow-up post-meeting.

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Step 7: Follow-Up

Once the meeting concludes, it’s essential to promptly share its minutes with all team members, which includes details of discussions, decisions, and future plans. Moreover, any action items outlined during the meeting should be monitored closely to ensure their completion before the succeeding meeting, maintaining efficiency and accountability.

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Step 8: Evaluation and Feedback

The team ought to evaluate the meeting’s effectiveness and offer constructive suggestions for improvement. Critical aspects for assessment may include the realization of set objectives, efficient management of time, and levels of participation. Evaluation could also cover content relevance, communication effectiveness, and the practicality of decisions made.

Questions to ask as the leader of the meeting

1. What progress have we made since our last meeting?

Explanation: This question allows the leader to assess the team’s productivity and identify any achievements, milestones, or completed tasks during the past month.

2. Are there any obstacles or challenges hindering our progress?

Explanation: By addressing potential obstacles or challenges faced by the team, leaders can identify areas where support and assistance may be needed to keep projects on track.

3. Are we on target to meet our goals and deadlines?

Explanation: This question helps leaders evaluate whether the team is on course to achieve their objectives within the specified time frame, ensuring focus and accountability.

4. What resources or support do you need to succeed?

Explanation: Understanding the needs of team members can help leaders allocate resources and provide necessary support, ensuring that everyone has the tools required to perform at their best.

5. Are there any new ideas or initiatives that could enhance our work?

Explanation: Encouraging team members to propose innovative ideas or improvements fosters creativity and a sense of ownership over their work, potentially leading to enhanced outcomes.

6. How can we improve communication and collaboration within the team?

Explanation: This question highlights the importance of effective communication and collaboration, allowing leaders to identify any barriers and implement strategies to promote better teamwork.

7. Are there any pressing issues or concerns that need immediate attention?

Explanation: Identifying urgent matters enables leaders to address pressing concerns promptly, ensuring that they do not escalate and impact team performance negatively.

8. How can we celebrate individual and team accomplishments?

Explanation: Recognizing achievements and providing positive reinforcement boosts motivation and morale within the team, resulting in increased productivity and job satisfaction.

9. What additional training or professional development opportunities would be beneficial for the team?

Explanation: Identifying areas for skills improvement and professional growth allows leaders to offer training and development opportunities that enhance the team’s capabilities and overall performance.

10. Do you have any suggestions or feedback on how we can run our team meetings more effectively?

Explanation: Seeking input from team members on meeting effectiveness fosters a sense of inclusivity and commitment, enabling leaders to refine their approach and create more productive and engaging sessions.

As a leader, preparing a monthly team meeting agenda is crucial for organizing and maximizing productivity. Start by identifying the main topics to be discussed and allocate appropriate time to each. Include updates on goals, projects, and deadlines, as well as any challenges or successes. Encourage participation by including open discussions and team-building activities to foster collaboration and engagement.

How To Prepare For A Monthly Team Meeting
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During the monthly team meeting, it is crucial to discuss project updates, individual and team goals, upcoming deadlines, and any challenges or bottlenecks faced. Additionally, progress reports, training opportunities, and client feedback should also be addressed to ensure effective communication, collaboration, and ongoing improvement within the team.

See Our Monthly Team Meeting Template
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Software tools to facilitate a Monthly Team Meeting

Software helps leaders run monthly team meetings efficiently by providing a centralized platform to set agendas, schedule meetings, and send reminders. It facilitates collaboration by allowing team members to contribute ideas and updates prior to the meeting, ensuring that everyone is prepared. Moreover, it enables leaders to track action items, document meeting minutes, and easily share them with the team, promoting accountability and transparency.

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Successful monthly team meetings are not just about sharing information; they’re about inspiring collaboration, strengthening team bonds, and boosting productivity. It’s a golden opportunity to gauge the pulse of the team, address issues head-on, and celebrate progress. While running an effective meeting can be challenging, using the right techniques, such as setting a clear agenda, fostering an open conversation, and active listening, can make it an enriching experience for all parties involved. Never underestimate the ripple effect of a well-run meeting – it can resonate across your team’s work well beyond the conference room. Remember, a disciplined and organized approach to monthly team meetings will not just ensure the seamless running of the department, but also contribute to the broader success of the organization.

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 the purpose of a monthly team meeting?

The purpose of a monthly team meeting is to communicate and discuss long term projects, updates, and milestones. It’s a chance to align the team towards the company’s goals, foster team unity, and give everyone an opportunity to share updates on their work.

Who should be part of a monthly team meeting?

Usually, everyone who is involved in the team should be part of the monthly meeting. This includes, but not limited to team leaders, project managers, team members, and occasionally may include stakeholders or key people from other departments.

What are possible topics of discussion in a monthly team meeting?

Topics may include summaries of work done in the past month, updates on ongoing projects, brainstorming and discussion on new projects or ideas, addressing team issues, and planning for the coming month.

How long should a monthly team meeting take?

Ideally, a monthly team meeting should not take more than an hour or two. However, the duration may vary depending on the size of the team and the nature of the topics to be discussed.

What is the appropriate format for a monthly team meeting?

The meeting should have a clear agenda that is distributed to the attendees in advance. After an introduction and brief on the agenda, updates can be given by department or project, followed by discussions, and concluding with action plans or targets for the next month. It can be facilitated by the team leader or a nominated person. It can also have minutes of the meeting recorded for future reference.

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