I need outside input to make progress or to make a decision
01
01
No
Yes
Schedule a meeting but also consider making a phone call to stakeholders directly.
PRO TIP: Use the group call feature in Teams if you need to pull multiple people into a quick 15-minute conversation.
CONTINUE TO NEXT QUESTION
CONTINUE TO NEXT QUESTION
PRO TIP: Leverage new features in Teams to make text conversations more meaningful and collaborative.
Make the decision or get input regarding available choices by email or Teams.
1
2
3
4
Take a deeper dive
1
2
3
4

I have clear objectives, an agenda and require collaboration.
02
02
Yes
No
CONTINUE TO NEXT QUESTION
PRO TIP: Run a more engaging meeting using productivity expert Dave Crenshaw's meeting framework.
Schedule your meeting.
CONTINUE TO NEXT QUESTION
Think through the goals and objectives for your meeting and prepare an agenda ahead of time to encourage thoughtful dialogue and drive a more engaging meeting.
Take a deeper dive
1
2
3
4
1
2
3
4

I am looking for a status update, feedback or approval
03
03
Yes
No
CONTINUE TO NEXT QUESTION
PRO TIP: Use email subject line categories to differentiate your message.
Take advantage of Single-Family tools, like Wrike, Teams or email to update details and dates and tag colleagues for input.
Take a deeper dive
CONTINUE TO NEXT QUESTION
When scheduling a meeting, establish and communicate clear goals and objectives.
• ACTION REQUIRED – Response, Signature, Decision,
Approval, or Coordination
• URGENT – Requires immediate attention and action
• FOR REVIEW – Requires edits and feedback
PRO TIP: Attach an agenda, list of attendees and meeting purpose to your meeting invite to allow attendees to prepare ahead of the conversation.
Take a deeper dive
1
2
3
4
1
2
3
4

We have adequate time to achieve the desired outcome.
04
04
Yes
No
FINISH QUIZ
PRO TIP: Make sure next steps are clear and assign a designated attendee to take notes and send out action items immediately after the meeting.
Communicate the desired outcome in your meeting agenda and provide clear next steps immediately following the meeting when the conversation is fresh.
FINISH QUIZ
Alter your goals or reschedule your meeting so that meaningful goals can be achieved.
1
2
3
4
1
2
3
4
