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How To Run An Operations Meeting

To run an operations meeting successfully, define clear objectives, prepare an agenda, invite relevant stakeholders, encourage participation, focus on solutions, and follow up with action items.

As a team leader, we understand the importance of running efficient operational meetings. Operational meetings are essential for keeping our team aligned, setting priorities, and ensuring that daily tasks are being executed effectively.

In this article, we will discuss some of the challenges that come with running operational meetings and provide a step-by-step tutorial on how to run a better and more efficient meeting. We understand the difficulties of managing time, keeping everyone engaged, and ensuring that the meeting is productive. But we also know that with the right strategies in place, we can make our operational meetings more effective and valuable for our team.

What are the challenges of an Operations Meeting?

Operations meetings face distinct challenges that can hinder their effectiveness:

  • Inefficient Meeting Preparation: Participants often come unprepared, leading to protracted discussions and decisions based on incomplete information.
  • Lack of Centralized Collaborative Agenda: Absence of a shared, accessible agenda results in disorganized meetings, where key topics may be overlooked or inadequately addressed.
  • Document and Note Accessibility: Difficulty in accessing relevant documents and notes, especially recalling previous meeting discussions, can cause delays and impede continuity in decision-making processes.

What is the purpose of a Operations Meeting?

The purpose of running an operations meeting as a leader is to align team members, communicate expectations, address challenges, and track progress towards organizational goals. It creates a collaborative environment where everyone understands their roles, receives updates, and can provide input to improve efficiency and productivity. Effective operations meetings drive effective decision-making and foster a sense of teamwork and accountability among team members.

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


Step 1: Meeting Preparation

As an initial step in preparing for the operations meeting, it’s crucial to define the meeting’s objective, which could range from discussing fresh strategies, evaluating team performance, to pinpointing improvement areas. Once you have the objective, create an agenda that aligns with it, and distribute this to all the meeting participants beforehand.

Additionally, gather all the necessary data, reports, and supporting documents that could play a role in the discussion and make sure these are readily available during the meeting. The idea is to keep everything organized and streamlined to optimize efficiency and productivity.

Read more about how we prepare meetings here.

ZipDo, our tool, offers a solution for the seamless preparation of team meetings. It centralizes past session information, including agendas and meeting notes, making it accessible for meeting leads. This organization aids in efficient preparation and ensures that nothing important is overlooked.

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Step 2: Attendee Selection

In line with the meeting’s goal and agenda, identify the key participants – potentially department heads, operations supervisors, or team leaders. Invite only these essential members to maintain a focused, manageable meeting size, boosting productivity and preventing the meeting from becoming overcrowded or unwieldy.

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Step 3: Meeting Logistics

Securing an appropriate venue, depending on the sensitivity of the topics, is key for productive discussions. Choose a time that fits everyone’s schedule to maximize attendance, ensuring no one feels left out. If attendees are connecting remotely, use a reliable video conferencing application to avoid technical glitches. Furthermore, it’s crucial that the selected setting is not just favourable but fully equipped with necessary materials like projectors and markers. This ensures smooth flow of ideas, productive discussions, and ultimately, effective meetings.


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Step 4: Conducting the Meeting

Starting the meeting punctually establishes respect for everyone’s time. Adhere strictly to the outlined agenda to ensure the meeting’s purpose is not lost. Actively encourage all individuals to participate, however, minimize off-topic chatter to maintain focus. Consistently monitor the meeting’s duration to ensure all discussion points are adequately addressed within the given time frame. Ensuring an environment of openness and respect is vital to facilitate candid conversation where everyone feels safe to express their views.

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Step 5: Decision Making and Strategy Implementation

During the meeting, we anticipate engaging discussions that would pave the pathway to vital decisions. It’s essential to encourage everyone’s participation to reach a broad consensus where feasible. Upon the completion of the decision-making process, a thorough implementation strategy is to be devised. This detailed plan should encompass the tasks and responsibilities of each party involved, the timeline to follow, and the careful allocation of resources in order to ensure the effective execution of the decisions made.

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Step 6: Meeting Follow-up

After any meeting, a comprehensive summary or minutes should be prepared which offers an overview of topics discussed, decisions reached, and an action plan for moving forward. This critical document should be shared among attendees and relevant stakeholders to ensure transparency and alignment. It also provides a reference for task implementation, aiding follow-through on agreed-upon activities, and in tracking progress to ensure the meeting’s objectives are achieved.

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Step 7: Review and Audit

To gauge the effectiveness of decisions made in a meeting, scheduling follow-up sessions is crucial to monitor the progress of the agreed-upon actions. This allows for direct evaluation of whether these tasks are yielding the desired outcomes. If not, it provides an opportunity to make the necessary adjustments. This process not only validates the meeting’s effectiveness but also facilitates successful implementation of decision outcomes, enhancing overall productivity and goal achievement.

Questions to ask as the leader of the meeting

1. What are our current operational priorities? – This question helps the leader focus the team’s efforts on the most important tasks that need to be addressed in the meeting.

2. Are we on track towards meeting our operational targets/goals? – This question helps the leader gauge the team’s progress and identify any deviations that need to be addressed.

3. What challenges or obstacles are hindering our operational efficiency? – By asking this question, the leader encourages team members to highlight any issues that are impacting productivity or effectiveness.

4. What resources or support do we need to overcome these challenges? – This question allows the leader to identify any additional resources or support required to tackle the identified obstacles effectively.

5. Are there any bottlenecks or areas where the process flow can be improved? – This question encourages team members to identify any inefficiencies or bottlenecks in the operational processes, enabling the leader to initiate improvements.

6. Are we meeting customer expectations in terms of quality and delivery? – This question prompts the team to assess their performance against customer expectations, creating a focus on the overall customer experience.

7. How effective are our communication channels and processes? – By asking this question, the leader prompts the team to evaluate the effectiveness of their communication methods, seeking ways to improve collaboration and information sharing.

8. Are there any emerging trends or changes in the industry that could impact our operations? – This question encourages the team to stay proactive and alert to potential changes or trends that might require operational adjustments.

9. What lessons have we learned from recent successes or failures? – This question fosters a learning culture by prompting the team to reflect on their experiences and extract valuable insights for future improvements.

10. How can we further streamline our operations and increase efficiency? – By asking this question, the leader encourages the team to think critically and creatively about optimizing processes and finding ways to work more efficiently.

As a leader, it is crucial to prepare an effective operations meeting agenda to ensure productivity and alignment within the team. Start by identifying the meeting goals and objectives, and then outline the key topics to be discussed. Prioritize the agenda items and allocate appropriate time for each. Finally, share the agenda with the team in advance to allow for preparation and engagement during the meeting.

How To Prepare For A Operations Meeting
Meeting Preparation Icon

Topics that should be discussed in an operations meeting typically include project updates, performance metrics, resource allocation, workflow optimization, problem-solving, and goal setting. It is important to address any bottlenecks, prioritize tasks, and ensure alignment between different teams, ultimately aiming to improve overall efficiency and productivity.

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

Software helps leaders run operations meetings more efficiently by providing tools for planning, scheduling, and tracking progress. With features like agenda creation, task assignment, and documentation sharing, it streamlines communication and collaboration. Real-time updates and reminders keep everyone on track, while data analytics enable data-driven decision-making. Ultimately, software empowers leaders to optimize operations, increase productivity, and achieve organizational goals.

Our Recommendations:


Running an efficient and productive operations meeting is critical for every organization aimed at boosting overall productivity and achieving its strategic objectives. The tactics outlined in this blog; from clarifying the meeting’s purpose, outlining a proper agenda, encouraging participation, to implementing meeting management software – all play vital roles in ensuring the effectiveness of an operation meeting. Remember, time spent in the meeting should always be considered an investment, so strive to make it count. A successful operations meeting not only enhances communication and fosters collaboration but also drives the organization towards operational excellence.

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 primary purpose of an Operations Meeting?

The primary purpose of an Operations Meeting is to discuss the operational challenges and opportunities that the company faces. It’s generally a platform where issues related to the day-to-day functioning of the company are addressed, key decisions are made, and updates are shared about various projects.

Who typically attends an Operations Meeting?

An Operations Meeting usually includes the operations team, the management team, and any other relevant department teams that are directly involved in the operations of the company. This can include team leaders, department heads, project managers, and occasionally, staff from HR or finance if needed for specific discussions.

How often should we hold Operations Meetings?

The frequency of Operations Meetings can vary depending on the needs of the company. Some organizations hold them weekly, while others may do it bi-weekly or monthly. The aim is to ensure a regular check-in on operational issues and progress.

What should the agenda of an Operations Meeting include?

The agenda for an Operations Meeting should include updates on ongoing projects, discussion on any operational issues or challenges, brainstorming and decision-making on any new initiatives, and review of key performance indicators (KPIs) or goals. It may also include team or individual recognitions and any HR or policy updates if necessary.

How can we make Operations Meetings more effective?

Operations Meetings can be made more effective by setting a clear agenda in advance, ensuring the right people are present, keeping the meeting focused and on track, encouraging open and constructive communication, and ending with a summary of actions to be taken. It’s also important to foster an environment where everyone feels their input is valued and considered.

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