→ Save Your Spot! Our Free Webinar: Reduce org-wide meeting time and increase your productivity. Sign Up now

How To Run An Organizational Meeting

To run an organizational meeting effectively, one should set clear objectives, prepare a structured agenda, ensure participant readiness, facilitate open communication and decision making, and follow up with actionable steps.

An organizational meeting is a formal gathering held by a corporation, business or any other form of organization to lay down the foundation for its operations. These meetings are often held at the commencement of a new venture, where key decisions are made, such as establishing the bylaws or constitution, appointing or electing board members, directors or officers, and setting the organization’s goals, procedures, and strategies. The organizational meeting sets the tone and direction for the organization and its future endeavors, and lays the groundwork for effective collaboration and corporate governance.

What is the purpose of a Organizational Meeting?

The purpose of running an organizational meeting as a leader is to facilitate effective communication, decision-making, and collaboration among team members. It provides a platform to set goals, discuss strategies, address challenges, and provide guidance. A well-executed meeting can drive productivity, promote unity, and ensure everyone is aligned with the organization’s vision and objectives.

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


Step 1: Planning the Meeting

In this stage, your role is to define the purpose or aims of the meeting. This means determining the subjects to be addressed, who should participate, the appropriate length for the discussion, and selecting the most fitting date and place. This phase is pivotal in creating a structured and focused meeting agenda. Your decisions will mold the direction of the meeting, allowing you to guide discussions and ensure valuable outcome.

Next Step

Step 2: Preparation for the Meeting

In this phase, produce a detailed agenda listing the discussion topics and their sequential presentation. Ensure preparation and distribution of essential documents before the meeting. Inspect the selected venue to verify the readiness of all facilities and amenities. Plan and organize for the catering of refreshments, if required, to promote a conducive meeting environment.

ZipDo, our creation, makes team meeting preparations effortless by providing a centralized location for all information from previous meetings. Meeting leads can easily access this data, including agendas and notes, ensuring a well-prepared and comprehensive meeting agenda.

Next Step

Step 3: Sending Invitations

Send out invitations promptly to invitees for an upcoming meeting. Each invitation should clearly outline the meeting’s purpose, date, time, location, and agenda. Ensuring this information is provided allows each participant to be well-prepared and organize their schedules effectively. Factor in sufficient time for everyone’s convenience and preparation.


Want to run a better meeting? Try ZipDo, our Meeting Note Software.

  • Connect your Google Calendar
  • Automatically create a note for every meeting
  • Organize your meetings and meeting notes in a channel like Slack
Try ZipDo free
Next Step

Step 4: Conducting the Meeting

To ensure a focused and efficient meeting, make sure to respect the defined start time, diligently adhere to the agenda, and nurture a collaborative environment that encourages all participants to voice their thoughts. Act as a mediator in instances of disagreements to keep the conversation on track. Crucially, maintain a record of decisions made and tasks assigned for clarity of action steps following the meeting. This will contribute to optimal productivity and create a well-structured meeting atmosphere.

Next Step

Step 5: Closure of the Meeting

Ensure an effective meeting conclusion by succinctly summarizing key discussions, decisions made, and allotted tasks with corresponding deadlines. This summary aids in understanding and offers participants an opportunity to ask for clarifications, ensuring everyone leaves with a clear direction.

Questions to ask as the leader of the meeting

1. What are the key objectives for this meeting?

Explanation: This question sets the focus and purpose for the discussion, ensuring that everyone is aligned and working towards a common goal.

2. What is working well and why?

Explanation: By asking this question, leaders encourage the team to reflect on their achievements and identify best practices. It helps recognize successes and reinforces positive behaviors.

3. What challenges or obstacles are we currently facing?

Explanation: This question acknowledges that every organization has its share of difficulties. Identifying and discussing challenges openly allows for finding effective solutions and preventing further negative impact.

4. What resources do we need to overcome these challenges?

Explanation: This question helps leaders understand if the team has the necessary tools, support, or budget to address the identified challenges. It can also reveal areas where additional resources might be required.

5. Are we effectively utilizing our existing resources?

Explanation: This question evaluates the efficient use of resources within the organization. It prompts a discussion on optimization and identifies any areas where resources may be underutilized or misallocated.

6. Are our goals and priorities still aligned with the overall vision?

Explanation: This question ensures that the team’s focus remains in harmony with the organization’s broader goals and objectives. It prompts a review and adjustment of priorities, if necessary.

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

Explanation: This question acknowledges the importance of teamwork and effective communication. It encourages everyone to share ideas and strategies, fostering a more cohesive and productive working environment.

8. Are there any new opportunities or trends that we should explore?

Explanation: This question promotes a forward-thinking mindset and encourages the team to stay updated on industry trends or possibilities. It opens up discussions about potential growth areas for the organization.

9. How can we measure our progress and success in achieving our objectives?

Explanation: This question focuses on defining key performance indicators (KPIs) and methods to track progress. It ensures that the team has clear metrics in place to monitor success and take corrective actions, if needed.

10. Is there anything else anyone would like to bring up or discuss?

Explanation: This open-ended question provides an opportunity for individuals to address any additional concerns, ideas, or suggestions that may not have been covered during the meeting. It encourages participation and inclusivity.

As a leader, preparing an organizational meeting agenda is crucial for a productive gathering. Start by identifying the meeting’s objectives, including necessary discussions and decisions. Prioritize topics based on urgency and allocate appropriate time slots. Ensure all relevant information and materials are shared in advance. Lastly, consider incorporating interactive elements to encourage engagement and participation from attendees.

How To Prepare For A Organizational Meeting
Meeting Preparation Icon

Topics that should be discussed in an organizational meeting include setting goals and objectives, reviewing past performance, discussing upcoming projects and initiatives, addressing challenges and concerns, improving communication and collaboration, allocating resources, analyzing market trends and competitors, and implementing strategies for growth and development.

See Our Organizational Meeting Template
Meeting Template Icon

Software tools to facilitate a Organizational Meeting

Software is a boon for leaders in running organizational meetings smoothly. It enables efficient planning, scheduling, and tracking of meetings. With features like document sharing, real-time collaboration, and virtual meeting rooms, software streamlines communication, increases productivity, and ensures all participants stay engaged. Additionally, automated agenda creation, task assignment, and meeting minutes recording simplify the follow-up process, making it easier for leaders to track progress and ensure actions are taken.

Our Recommendations:


Running an efficient, productive organizational meeting is not merely about gathering everyone in a room and discussing work; rather, it is a strategic and technical process that requires the right balance of planning, leadership, communication, clear objectives, and follow-up activities. A well-executed meeting can provide clear direction, improve teamwork and ultimately, lead to the organization’s success. By incorporating the steps discussed in this blog such as planning, setting the agenda, ensuring active participation, and following up, you can transform your meetings from time-draining to valuable productive sessions. Practice these strategies and watch your organizational meetings evolve into powerful tools for communication, decision-making, and team motivation.

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 an organizational meeting?

The purpose of an organizational meeting is to align all team members on shared goals, discuss upcoming projects or targets, convey important information, and foster an environment of collaboration and transparency. It helps set the agenda for an organization’s short-term and long-term visions.

Who should be included in an organizational meeting?

The attendees of an organizational meeting can vary based on the agenda. Generally, it should include key stakeholders, department leaders, and staff members who are part of the projects or initiatives discussed. In some cases, it can also involve external stakeholders or partners.

How often should organizational meetings be held?

The frequency varies according to the scale and nature of the organization. However, most organizations hold them on a quarterly basis to review past performance and set targets for the upcoming quarter. Critical periods or project phases might require more frequent meetings.

What type of information is usually shared in an organizational meeting?

Organizational meetings often cover an array of topics including financial updates, performance reports, announcements on strategy shifts, project updates, team or staff recognition, upcoming initiatives, and any challenges or issues faced.

How can we ensure effective organizational meetings?

To ensure effective meetings, clear objectives should be defined and communicated beforehand. The meeting should be run according to a structured agenda with time allotted for discussion and decision-making. Encouraging active participation, fostering open communication, and following up on action items are also crucial steps.

Get free access to our meeting webinar

By submitting the form you are subscribing to our newsletter. Our newsletter contains information about new blog articles, other offers, tips and promotions from MeetingFever. You can unsubscribe at any time. Information on data protection, revocation, performance measurement and logging can be found in our privacy policy.