Energize Your Team Meetings

Issues & Action Items

A problem I see too frequently is a tendency to classify too many things as Issues when they’re actually Action Items. The distinction between issues and action Items is important—an issue is something that needs to be discussed, something that you don’t know how to accomplish yet. I use the acronym IDS to describe the process of working through an issue—Identify the problem, Discuss it, and finally Solve it. The method of executing that solution is the action item, and it can be as simple as putting in a work order to request maintenance. 

Treating everything as an issue will bog you down and prevent you from moving forward, as there’s never enough time to discuss every item on your issues list—you need to prioritize which are most important, and then put your best energy toward those. Look at your KPIs to see which areas are generating problems, and then add them to your issues list. We advise saving the actual discussion of issues for the end of the meeting as a method of keeping it moving forward and preventing the entirety of the meeting from being co-opted by minor issues. When it comes to keeping our tasks organized, we like to use our ACTion planner action items list and assign an individual team member to each item. This way we can keep track of what has and has not been done, hold each other accountable, and support one another when needed.

Lean on the Team

With so much riding on the success of your meetings, doctors often think they need to shoulder the burden and manage every single one. That’s a recipe for exhaustion; instead, you need to empower your team to manage the meetings. I like to say that the beauty of our meetings is that there isn’t a leader—while you still need someone to help direct the flow of the meeting, the amount of direct oversight involved is drastically less. An empowered team saves you stress and gives your team members the opportunity to be leaders. 

You have a great team, so give them a chance to elevate themselves. Not only will they save you from exhaustion, but they will also help hold you accountable. If you have a leadership coach, remember that they are also a part of your team, and someone you can lean on when you need advice. Kirk often remarks that the secret to success is to “surround yourself with great people and just get out of their way,” so isn’t it time you let them ease your burden?  

Putting in place an agenda and creating a system of reporting, issue identification, and action item generation will lead to more energized meetings; to further their effectiveness and increase your knowledge we highly recommend the works of Patrick Lencioni, as well as Gino Wickman’s Traction. And as always, the ACT team is standing by for any of your needs. As Brene Brown says, “You don’t have to do this alone—you weren’t meant to.” Our coaches are ready to assist you with all your practice needs. They are the experts—lean on their experience and reach out today to help you build a Better Practice, and a Better Life!