Toyota Kata Coaching for Agile Teams & Transformations
Meetings Cheat Sheet to improve your team producitivity
1. Longevity Learning Legacy
Longevity Learning Legacy
CHEAT SHEET
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What is the reason for the meeting?
Is meeting the right forum? Email /
chat not sufficient?
Are you mandatory? If not, ask for a
recap and action items
Meeting booked well in advance?
Appropriate # of attendees? Does
everyone have an active role?
Are there clear objective, agenda
and outcomes? Send in advance
Did you include inputs such as
data, decisions and materials?
Did you buffer 20% extra time? If
it ends early, give the time back
MEETINGS
IS A MEETING THE BEST FORUM?
PREPARE 2-3X LENGTH OF MEETING
Set objective, agenda and outcomes?
Get alignment on expectations
Do you start and end on time?
Leveraging technology for inclusive
participation? Chat, polls, gestures...
Practice active listening? Set aside
distractions: cell phones and email
BE PRESENT
Is it a constructive discussion?
Allow for balanced contributions
Are you staying on track? Use a
parking lot for non-essential items
Assigned action items and owners?
Get alignment on ownership
What support or resources are
required? Clarify the help you need
THE ART OF FACILITATION
Provide meeting summaries /
minutes? Action items, key
decisions and follow-ups
Accountabilities clearly captured?
Names, dates, activities
Provide regular progress updates
Progress, blockers, help required?
Book the next meeting? Repeat
WHAT GETS WRITTEN, GETS ACTIONED
HIGHER LIVING
linkedin.com/in/amarkulkarni
RIGHT PEOPLE
Who is running the meeting and
who needs to be involved?
CLEAR PURPOSE
What are the clearly defined
reasons for working on the issue?
<18 Brainstorming
<8 Decision Making / Problem
Solving / Sales Pitch
<1,800 Information Delivery
ALIGNMENT
Is everyone on the same page?
PRODUCTIVE
Is a clear process followed?
MEASURED
Are actions taken and measured?
What gets measured, gets results
Amar Kulkarni
HIGHER LIVING
Microsoft Work Study