communication - The Learning Center

Donor Retention for Nonprofits

People will stay loyal to your nonprofit when they feel like a valuable member of your team. When they see that you care about them as people, they will feel essential. The key to donor retention is getting those supporters to realize just how vital they are to your organization.

Your donors want to make a positive difference in the world, so let them know that they are making that difference. Show they are essential to you by developing a close relationship with them. Tell them what your team has accomplished because of their generous contributions.

Being open on how you spend this money builds trust in your organization. When mentioning your nonprofit’s accomplishments, tell those contributors what their money went toward (e.g., building construction, medical research, scholarships, etc.). It helps them see exactly how their donations improve people’s lives.

These loyal supporters already have a lot of respect and trust for your nonprofit, and often feel emotionally connected to it. The more dedicated they are, the more financially secure your nonprofit becomes. So, your goal is now to turn each new donor into a lifelong partnership. This process is called donor retention. As you focus on retaining support, you will have the funds necessary to make the world a better place.

Building Relationships and Donor Retention

A higher donor retention rate translates directly to higher revenue for a few reasons. First, retaining (them) is substantially less expensive than acquiring new (ones). Second, (these) gifts tend to increase as they develop stronger connections with your (cause). Finally, donor retention leads to a more predictable revenue stream, putting it in a good position to increase steadily.

Donor retention increases when you build strong relationships with those who support your cause. Improve communication and increase engagement using multiple channels. In this article, you will learn how to apply these strategies. But first, you need to understand why these steps are so necessary.

Increasing this retention is more than getting people to donate continually. This is because it also increases revenue as it helps you attract new donors. As current supporters become more passionate about your purpose, they tell their friends about it. Once you build these strong relationships, you will find more people willing to volunteer, start fundraisers and advocate for your cause.

Improve Your Communication

Frequent communication is the key to staying at the forefront of your donors’ minds. Make sure to strike the perfect balance between contacting them frequently and not overloading their inboxes. Every communication you send should include helpful information so you’re not just sending messages solely for the sake of staying in contact.

People give to your nonprofit because something about your cause touches them. Find out what that is by asking them what motivated their donation. Knowing why people contribute to your nonprofit allows you to connect with them on a deeper level.

When you contact these people, make sure your message is personalized. It makes them feel appreciated to be recognized as an individual. Include their name, the amount of money they gave and other details to give your message that personal touch. As you prove how much you value each contribution, you will build a strong relationship with them and gain their loyalty.

Keeping Communication Channels Open

People give to your organization because they are interested in what you do. Keep that interest alive by becoming a valuable source of information for them. From a website and social media to personal messages and letters, communication is key to donor retention.

Communication is also about honesty. Explaining the challenges you face shows donors that you have nothing to hide. If you have successfully built a good relationship with them, they will be willing to help you through difficult times. Let them know what you need, why you need it and how you plan to spend their money.

Website, Social Media & Blogging

One of the best ways to retain your donors is to have a user-friendly website. Make room for a donation link or button on every web page. Many find it useful to include it in the header. Easy access to this form lets people spontaneously give a gift whenever they visit your website.

Make your posts engaging so that others will want to respond and share them. Another way to grab their attention is by posting stories and testimonials. People will feel proud of supporting your organization when they read actual accounts from those you serve. By motivating them to share your content, you keep their interest in your nonprofit alive.

Start and maintain a blog that educates donors on what is happening in the community you serve. Make sure to add new content regularly as consistent posting shows dedication, professionalism and expertise.

Personalized Messaging for Donor Retention

Even with modern technology, you still want to connect on a personal level with those who give to your cause. Start by sending handwritten letters or customized gifts to people who make large donations to your nonprofit. Give them an acrylic desk block or wall plaque that’s custom engraved with an inspirational quote to remind them of the positive impact they have. Go the extra mile and wrap your gifts in ribbons customized with your organization’s name and logo. This extra touch will help donors remember who gave them such a thoughtful gift.

Another great way to reach sponsors is to email them, so take advantage of this communication tool. Send a monthly newsletter that communicates the progress you are making toward your cause. Or tell them about upcoming projects and the problems they can help solve. In each email, share something your nonprofit achieved the previous month. By keeping people informed of what is going well, you build trust in your organization and secure donor loyalty.

Thinking Outside the Box for Donor Retention

When donors see you helping them with their needs, they help you with yours. Send them a quick text message to keep them on track, so they give you the support you need to fulfill your cause. The best thing about text messaging is that you can reach your people wherever they are.

Surveys are also an excellent retention tool because they help you improve people’s experience with your organization. Or keep your audience engaged with an online event such as a webinar or virtual lunch break. Thanks to modern technology, you can host fun online events to help people feel connected to your organization.

Pro Tip: Whenever you are on camera, maintain the same level of professionalism that you would at an in-person event by wearing a name tag.

Donors connect with your nonprofit when you use the communication channels they like most. Unfortunately, not everyone has the same preferences. Some enjoy using social media, while others want a more personal message like a letter. To appeal to all your supporters, reach out to them using multiple communication channels.

Keep your nonprofit in operation through good and bad economic times with a high donor retention rate. If you build a strong relationship with these contributors, improve your communication and use multiple channels, you’ll receive the funds you need to achieve your purpose. Supporters will see why your nonprofit is necessary and trust you to make a positive difference in the world.

Customer Retention for Small Businesses

Customers; without them, your business is nothing. But don’t let that deter you from working on your customer retention. Whether you’re just starting a business or have been running a company for several years, you should understand that it is your customers who keep you in business.

Getting your service or product into the hands of the right customer can (and will) make all the difference. When running your business, you should always keep in mind that your most vital asset is your customer. And getting to know each customer will help your business grow.

Customer Retention for Small Businesses means always making your customers happy

Why is Customer Retention Important?

Retention: When someone becomes a customer, your company turns its focus to satisfy them so they want to return and also refer your company to their family and friends.

We’re not saying that finding new customers isn’t important. What we are saying is this: how do you plan on keeping those new customers around? So, in this regard, customer retention should be your primary focus.

Customer retention is the unsung hero of the successful business. Its flashier sister, customer acquisition, usually steals the spotlight, but retention is what ultimately builds the foundation of a company that is positioned for growth. After all, it’s much easier to fill a bucket than a sieve.

Keeping your customers happy should be your primary goal. And, by doing this, your customers will keep coming back. Not only do they keep coming back, but they will also start recommending your products and services to their family and friends. If you remember to always take care of your customers, they will be your most powerful resource. So, don’t just focus on getting new customers but also focus on retaining the customers you already have.

Building Customer Relationships

The key to any good relationship is communication. Keeping open lines between yourself, your employees and your customers is crucial to your success. Without this communication, those customer relationships that keep you in business will fall short of where you need them. And remember that without your customers, you will go nowhere.
You must meet the standards that the customer expects from you. This could mean products or services rendered. Make sure that everything your business does is for the customer. Not only will this help with the retention of current customers, but this can also bring in others that your clientele tells about your wonderful company.

Four Ways to Make Customer Retention Work

Because customers are the key to keeping your business running, you need to understand how to find and keep them around. Here are six proven ways to find and retain your customers.

Know Your Business

Sometimes the simplest thing is the answer. And this starts with knowing what your business is and why it is essential to your customers. Examples of this are clothing stores (people need clothes) or restaurants (people need to eat). While these may seem simple and not close to your business, they can start you on the right path.

No matter the product or service you offer, you started your company knowing that it would fill consumer needs. Don’t forget what these needs are. They will also help define who your clientele is. Once you know these things about your company, you can grow your customer base and focus on customer retention.

Now is also the time to reflect on your pricing and quality. Make sure that what you are offering, whether it is product or services, is of good value for the cost. Don’t overcharge or undersell your business. High-quality products mean a higher price, so make sure you value your business as it should be.

Visibility Is Key

From using social media platforms to creating an inviting storefront, you need to make sure that customers can find you. Social media is a great word-of-mouth system to get the ball rolling. Once you have customers purchasing or requesting your services, you can make bigger plans for getting seen.

custom signs for any business from name tag, inc.

PRO TIP: Use custom business signs around your office or store to display hours of operation. You can also customize these signs to help customers understand and know your policies and procedures. Choose colors that are complementary to your business so that everyone will see them.

Stay Happy

You can make your customers happy by focusing on their experience with your company. Don’t put all of your focus on only the product or service they are buying. Connecting with your customers on an emotional and personal level is essential.

Building your customer relationships is what customer retention is all about. Help them to understand you so that you can understand them. If you do, they will be more likely to recommend your products or services to their family and friends.

But don’t forget about your employees. If the workers in your company are happy, your customers will start to reflect that. And happy people spend more money.

It’s All About the Buzz

custom top ribbons for business cards may help with customer retention

Think custom ribbons for fancy business cards that will attract new customers. Use professional desk wedges on office desks that show the retained customer how much you care. Even the little details like matching name tags for staff will show your customers how put-together and organized your business is. These details will help create a little buzz about your dependability that will grow over time.

At the end of the day, what really matters isn’t how much a customer pays you today, but what their entire lifetime value is.

Never use a one-size-fits-all approach in your marketing plans. Remember that customers want to buy from a business that treats them well. To do this, you need to listen to every customer. Treat them as the individual they are; don’t lump your customers into a bundle just because they are all interested in your product or service. By doing this, you guarantee that they will keep doing business with your company.

Adapting to Change in Business

Change is something every business is always dealing with. It is an inevitable process that every company must go through. This means that adapting to change and flexibility in business is an absolute must. These two things are essential for every business owner to grasp and understand how they work and why they are important.

Adaptability can be defined as creating modifications or changes in oneself to adapt or suit the new environment. For a work environment culture, it connotes being opened to new ideas, innovations, or alterations. Someone with this skill can work independently or in groups, or perform tasks not designed only for a single individual.

Workplace flexibility emphasizes the willingness and ability to adapt to change, particularly regarding how and when work gets done. In a flexible workplace, the needs of both employee and employer are met. Workplace flexibility is often used as a tool for retaining and engaging employees. It can also help an organization reach its goals thanks to improved productivity.

In essence, adaptability is about being willing to modify your behavior and actions to meet your business’s future needs. This includes being flexible in your business dealings with your employees and your customers. Find ways to help your business feel more grounded while understanding the impact of each decision you make will affect your business in the long term.

A business is nothing without its customers.

Making sure that your business knows your customer’s needs is key to your survival. Remember that without your customers, you don’t have a business. So, you need to make sure that everything your business does is to find and retain its customers. That includes making adapting to change where and when necessary.

Every transaction your customer has with you is actually an entire journey, and at every step of this journey there is an opportunity to either delight your customer or have your customer suffer a pain point.

Consumers don’t just buy your product or service. They are only with your business because they trust how you make them feel and how you provide solutions to their problems. Yes, this means that customer needs are typically emotional, not logical. The more you know about each of your customers, the better you will be at communicating with them and meeting their needs. Here are some ways you can do this.

Using Signage

Several custom and stock office signs in different colors and all are engraved in plastic.

Any business will significantly benefit from using signage around their office or store. From simple directional signs to more informative signs containing store hours or company policies, engraved signs and plaques are definitely beneficial to have around. Use these identifiers around your business to make everything easier while you are adapting to change and flexibility.

By hanging these signs around your business, you establish ground rules for both employees and customers. These signs also help with communicating openness with your clientele. All conversations start better when people are comfortable. And using signage provides customers and employees the opportunity to be transparent with each other.

Approachability and Adapting to Change with Name Tags

For the majority of retailers, name tags are a business necessity. And, because name tags are permission slips inviting conversation, they encourage engagement. This is due to their primary function being to personalize and humanize each person. Especially for a business whose focus is customer service and face-to-face interaction.

While it may seem like a small thing, a simple way to avoid your customers feeling awkward is to provide name tags for your employees. These tags can immediately remove any barriers or concerns a customer may have. They allow customers to ask questions and express these concerns to those who care.

In turn, this establishes trust and keeps people coming back to your store. So, no matter your location or business, name tags are here to help. From security to branding, retail establishments have almost become synonymous with name tag use.

Marketing with Ribbons

Personalized ribbon rolls with corporate logos will help when adapting to change

From window displays to goody bags for new customers, personalized ribbons are sure to make your customers trust you. Brand each ribbon roll with your company logo and wrap it around nearly anything (including display pieces). Badge ribbons are a great asset to your name tags as they help further identify and distinguish your employees in the workplace.

All other custom ribbons are also here to help your business succeed. No matter your choice, make sure your color, imprint and logo are consistent with your established brand. “Most businesses understand that branding and marketing go hand-in-hand. However, there are some things to consider. Even large companies use custom ribbon marketing. Promoting your brand with personalized ribbons is almost a must in the world today. From wrapping a purchase at a large department store to sending out event invitations, every business can, and should, benefit from using ribbon branding.”

Building Customer Relationships

The key to any good relationship is communication. Keeping open lines between yourself, your employees and your customers is crucial to your success. Without this communication, those customer relationships that keep you in business will fall short of where you need them. And remember that without your customers, you will go nowhere.

Connecting and engaging with customers is important on different levels. First, you must meet the standards that the customer expects from you. This could mean products or services rendered. Make sure that everything your business does is for the customer. Not only will this help with the retention of current customers, but this can also bring in others that your clientele tells about your wonderful company.

Second, engage the customers on their level. If they expect one thing and you always go above and beyond those expectations, they are sure to keep coming back. Third, never stop trying. Whether this means up-selling to specific customers or reaching out after every purchase made, make sure your customers know how much you appreciate their business.

Don’t Forget Your Employees

Simply put, the happier your employees are, the harder they will work. And, the more they work, the better the customer service they will provide. So, as a business owner, you must make sure that your employees remain happy. This, in turn, will make it so that your employees take pride in their jobs and continue working for you. When customers see that you can retain happy employees, they will continue their patronage to your business.

Studies have proven that employees often perform better at the jobs when they feel appreciated. Give each employee a personalized ‘thank you’ every now and then, and introduce an employee of the month program, if you don’t have one already. If you can help your employees take pride in their jobs, their work performance will also improve.

When your employees are happy, they become more flexible in their jobs. They typically don’t say, “That’s not my job,” or, “Do I have to?” when you ask them to go above and beyond their duties. So, a happy employee is a busy one; and they are easier to work with. Help them be happy by recognizing their input and influence in your company. Take pride in their jobs, and in turn, they will also find pride in working for you.

Adapting to Change and Being Flexible

A flexible work environment has many benefits. It helps workers achieve greater work-life balance, leading to increased employee satisfaction and improved morale. That in turn means employee turnover is reduced, as is the cost to recruit and train new hires. Loyalty, engagement, and retention is improved, which helps a company’s productivity and its bottom line.

Remember that the key to any relationship is open communication. That means while you are working with your flexibility and adapting to change, you keep your lines with your employees and customers open. This way, they will always know your goals and that they can continue to trust in your business.

How Lanyards Benefit Your Business

While traditionally these identification tools work well with name tags and name badges, lanyards are good for so much more.

But, what are lanyards?

Imprinted, cord and ribbon custom lanyards sold by Coller Industries Incorporated

From offices and conferences to schools and hospitals, lanyards are everywhere. Not only do these tools help to keep a name tag close and easy to use, but they are great for a broad range of activities. From the workplace to schools and concerts to trade shows, lanyards are a perfect networking and branding tool. Attach keys, name badges, meeting agendas and more to a brightly colored lanyard at your next event.

Make your brand stand out with custom lanyards. A lanyard is often required for identification, but many people don’t realize their full effectiveness. The best thing about a lanyard is that they can have social and practical uses in everyday occasions and special events. From identification to advertising, use lanyards in multiple ways.

Use custom lanyards to add a sense of identity to work functions, conferences, trade shows and other events. When people are flowing through an event venue, it becomes necessary to keep track of them using credentials. Lanyards can add value to the event when customized with the convention name, sponsors or logo on them.

Conversations About A Lanyard

custom lanyards are made from different imprinted materials

A lanyard is a piece of cord or ribbon that is formed into a loop and typically worn around the neck or belt exclusively to hold something, such as a name tag or name badge. They can also come as a chain or be retractable.

What are the different types of lanyards?

Lanyards come in a variety of fabric types and styles. Each fabric type has a unique look, and most of the fabrics can be imprinted with text and logos so they can be personalized. Each lanyard also has different fastener choices to use with name badges.

As lanyards are an easy way to display other identification tools, a variety of people use them every day. College students, teachers, employees in retail stores, some office workers and even government officials all wear them for security and to quickly show identification.

Where are they used, and when would I ever use one?

They are everywhere! Schools, offices, businesses, stores and so many more places use them frequently if not every day. Another common use is during conferences and conventions. Most of the time you would use one when either working at one of these places or helping to promote an event. Custom lanyards printed with text and logos are a great way of getting brands out into the public.

Why would I ever need a lanyard?

Because most lanyards are customized using text and logos, they are incredibly versatile. The text can be a phrase, a date or the name of an event or business. You will typically need to wear a lanyard if you need to have ID or credentials available to show to others or for security proof that you can be in a building or other typically private place.

Promotions, Business Use and Convention Swag

Promotional lanyards usually have a simple design which could include a business name, logo and website. They grab the attention of the people around the wearer and introduce them to their colleagues. When multiple organizations attend an event, a lanyard is also a quick way for people to recognize members from each organization or function.

Custom badge holders and promotional lanyards are great ways to introduce a company to prospective clients and event attendees. Products with logos for events make the event unforgettable. During such an event, lanyards can help to hold a stash of business cards to give away or store new business contact’s cards while also identifying the wearer. People don’t have to carry briefcases, bags or overstuff their pockets.

Trade shows and conventions are a great marketing terrain for customized lanyards and trade show organizers. They provide deluxe and classy organization and identification during any event. They can also double advertising power anywhere. Between networking and socializing, these can promote an idea to everyone in attendance during the event.

If a company requires security cards or photo IDs, lanyards are a great and useful way to keep these items handy. So, as you come to a security checkpoint or somewhere else you might need to show ID, you won’t have to search for your ID card. Lanyards are a low-cost option for identifying who belongs and who doesn’t. When providing employees with custom lanyards with either a company logo or slogan, they are easily identifiable and provide better security.

Everyone uses lanyards!

custom imprinted lanyards are used everywhere including schools, office buildings, sporting events and more.

They are everywhere: schools, office buildings, sporting events and more. So many places use lanyards daily. Another common use is during conferences, conventions and other events.

While frequently used for displaying name tags, these promotional products have many different uses. Most people have found lanyards to be useful in everyday life. Use them to keep track of your keys, or use them to keep pens and other personal items close at hand.

The ABCs of Lanyards

Lanyards provide simplistic and efficient advertising. As they are usually worn around the neck, they remain easily accessible. As such, they are a perfect advertising opportunity. Lanyards make ideal giveaways at trade shows and conventions because they are quality-made and can include your business name and logo. Promotional lanyards will help customers remember your company and establish a positive brand image.

Know Your Audience

Always consider three things when dealing with lanyards: who is wearing it, who will see it and where it will be worn. Providing one during a convention or conference makes sure that there is a good possibility that it goes outside of the event. Lanyards given as part of a uniform are continually around someone’s neck to provide identification. And, remember that when you give someone a lanyard, the message included on it goes where ever the recipient does.

Never underestimate the power of a lanyard. They work with any dress code. Professionals can wear lanyards with their suit, dress shirt or blouse without compromising their appearance. They also allow people to carry their identification or credentials within reach for easy accessibility. And, when everyone wears the same lanyard in a business, it creates a sense of unity among the employees.

Networking is also an important aspect that lanyards are great at helping with. They quickly identify someone not only with a name badge, but with a company name and logo printed in plain sight. Providing employees with a custom lanyard with a business logo or slogan not only allows the employee to keep their name badge handy, but most of those who wear lanyards as part of their uniforms do not remove them after leaving work. This provides your company with extra, and free, walking advertising.

Keeping Consistent Branding

Lanyards are a commercial strategy to increase brand recognition. They will help customers and event attendees remember your company and establish a positive brand image. And, in addition to improving your brand image in your customer’s eyes, the use of promotional products, like custom lanyards, at trade shows opens up endless possibilities for a business to attract new consumers.

The Power of A Branded Lanyard

two branded lanyards from Coller Industries Incorporated

From advertising to practicality, branded lanyards benefit any business.

Custom lanyards have never gone out of style. And they continue to grow in popularity, especially when it comes to how they are branded. From sports team colors to business logos, each lanyard reminds the wearer of where they got it.

And, they are more than just a reminder to the wearer, they also let the beholder know more about your brand. Custom lanyards have the potential to reach far beyond what a name tag or badge does. Lanyards have far more useful applications than a name tag. While name tags are perfect for identifying employees and visitors, lanyards add security, branding and functionality to identification.

Lanyards are incredibly versatile due to their custom nature. Add text, logos, graphics and so much more to promote any brand. The text can be a phrase, a date or the name of an event or business. Wearing a lanyard makes ID or credentials more accessible to show to others or for security proof that you can be in a building or any other typically private place.

Keep your employees branded at all times. Add your logo and company color to a lanyard, and you won’t be able to give them out fast enough. Or, use a slogan or motto on branded lanyards to promote your business. These tools add recognition and identify not only the wearer but the company as well. Often, lanyards are a requirement for access to a building or meeting and can be used this way as advertising.

Maintain Open Communication

From security needs to simple identification for employees, lanyards are a key tool for any business. There are so many ways to use them for your company. They can be used for easy registration or entry management for an event. Using these to carry some form of ID helps everyone at your company feel safe. And, the list goes on.

Every retail worker should wear a lanyard with the company’s name or logo on it so customers know who to ask for help. This avoids the embarrassment of mistaking a fellow shopper for an employee and allows customers to enjoy their experience. It is especially important for cashiers and clerks to wear lanyards so customers know they are giving their money to an official employee. And then of course they are a commercial strategy to increase brand recognition.

Event lanyards clearly define who your staff are and where they belong. Using multiple colors or imprints also helps clarify different people at a business or during an event. Visitors can wear one color and employees another. Or, customize the printing to match your company needs. They also make it easy for employees to show their IDs or credentials to security personnel. By simply taking the time to customize them to differentiate groups, it shows that your brand is professional and you care enough to show it.

So, keep your audience’s attention, strengthen your brand and maintain open communication in your office and at your next event with custom lanyards that match your company goals.

The 7 Rules for a Highly Productive Meeting

The first thing to do is to determine if you even need this meeting to take place. Sometimes meetings happen without prior thought to what their purpose should be and how to bring that to pass. If you think that a meeting is a way to go, ask yourself some quick questions before scheduling it.

But, first things first, what is a meeting?

The Merriam-Webster dictionary defines a meeting as “an act or process of coming together.” A meeting is a gathering of two or more people coming together for a specific purpose. These are commonly held when multiple people need to decide on agendas or ways to achieve a particular goal. They may occur when face to face interaction is required to make a decision. Meetings may also take place over the phone or a video chat. A meeting can be informal, such as a social meeting with friends, or a formal gathering, such as a business luncheon.

A group of people getting acquainted in before a meeting starts.

To avoid wasting time and resources, communication for a meeting’s purpose is critical. Everyone, at some point in time, has attended a meeting and thought during or afterward about why it even happened. Don’t waste time in a meeting that could have been an email or quick one on one discussion with someone.

First, clarify the purpose of your meeting and write it down. Second, decide if this a one way conversation that can be handled in an email or a phone call. And, remember to ask the critical question if any of the information that needs to be shared of a delicate or personal nature. This brings in to question about figuring out who will be attending this meeting and why. And lastly, do you have enough time to prepare adequately?

So, what are the seven rules for planning a meeting?

No matter the purpose of a meeting, whether business related or not, there are specific tasks which need to be completed to accomplish the underlying goal of that meeting. This is where planning comes into play. Yes, meetings can be boring even if planned out, but remember that you need to make sure it is necessary. And, they can be extremely efficient and productive when planned correctly.

The First Rule: Identify the Purpose of the Meeting

There are multiple reasons to hold a meeting. And, the success of your meeting starts with defining why you need to have it and setting the goals and objectives the event will address and solve. Make sure when making the list of reasons to hold the meeting, you are clear and concise. Clarifying the purpose of your meeting is an essential part of planning your event. Clear goals and objectives help with the effectiveness of communication. This ensures that everyone in attendance understands why it is important.

Creating an Agenda

Because all meetings should have a clearly defined purpose, it makes sense that every meeting should have a clearly defined agenda. Creating an agenda will improve communication, even if your meeting is small and only has a few in attendance.

Lay out a sequence for the meeting. Plan time for a brief introduction to provide context, and for a discussion of next steps at the end. Decide how much time to devote to each item and what order makes sense. The longer it is, the harder it will be for people to remain focused, so it is wise to underestimate how much your group can cover in the allotted time.

A well-written meeting agenda organizes and outlines the meeting’s required points of conversation. It highlights important information and helps attendees determine their roles and responsibilities within the meeting. For a planning meeting, the agenda is especially important as it helps to ensure that all planning aspects are addressed within the designated time. Define the planning meeting’s logistics. Provide information on the meeting’s time and location. Include special instructions, such as participation codes for conference calls and login information for online meetings.

It is important to remember that having an agenda is significant to the productivity of your event. An effective agenda should be clear, concise and readable. Share the agenda with participants when necessary, so it must be easy to follow. This agenda should promote effective communication and show the appropriate actions and steps to take to keep people on track and motivated to complete the tasks the meeting sets forth.

The Second Rule: Inviting the Right People

Now that you have determined that you need to hold a meeting, make sure to invite the correct people. You don’t want unnecessary individuals to put the time and effort into coming to something they either don’t belong at, or don’t need to be at.

In some corporate cultures, employees do not need to participate — they only listen and head back to their work spaces. At other companies, employees participate freely. In today’s collaborative workplaces, interacting and sharing ideas is not only welcome, it’s frequently the purpose of the entire meeting. When you are setting out your expectations, it is also a good time to send out any required reading or material you will want those attending to look over. That way they are prepared when they get to the meeting and there are no surprises.

Consider who can help you accomplish your goal and who will be affected by the meeting’s outcome. Identify key decision makers, people who are knowledgeable about (or have a stake in) the topic at hand, those who need to be informed in order to do their jobs, and anyone who will be required to implement decisions made. What about size? Keep problem solving meetings small (around eight people). Include more people for brainstorming (as many as 18). If you are providing updates or rallying the troops, be as inclusive as you want to be. But remember: time is money. Be conscious of the ripple effects your meeting can have on people’s time across the organization, and only invite those who absolutely have to be there.

The Third Rule: Time and Space

While it may seem simple, planning when and where your meeting will take place is of enormous importance. And, part of planning when it will be will also consist of who is coming. You will need to make sure that everyone will be available to come, especially if their jobs require the information being present at your meeting.

Making sure you have a venue, whether it is the office conference room or a larger gathering hall, is crucial. Make sure you have enough space for everyone.

Make sure that your meeting space fits to your agenda and goals.

As you look for a great location take into consideration the tone of the meeting. A small informal and intimate meeting would work great in a small room with the chairs set into a circle. A formal meeting may require a conference room. Will there be break out sessions? You will need to prepare for multiple rooms. If this is a full or multi day event, do you need to provide a room for a meal or activity? Larger meetings require more space, and it will often take longer to find an appropriate space so plan ahead. Be sure to find a space for your event before you publicize the date. Many people begin planning around a specific date only to find that the selected venue is not available, it may be necessary to make adjustments to the venue or the date, stay open to possibilities.

The Fourth Rule: Preparation

From technology to social media and even how you communicate your invitations to the meeting, you must make sure that everything is adequately prepared. You will need to identify and arrange everything needed for a productive meeting; this includes testing out all technology used during the meeting. Prearrange for all required items for the event, and make sure to pay attention to even the smallest details.

Preparation, a take charge attitude and good oral communication skills are keys to effectively chairing a meeting. It is your responsibility as a chairperson to make sure the meeting fulfills its primary objectives within its preset time parameter. You also need to keep participants engaged and make sure everyone has a voice. Both what you say and how you say it can make the difference between an effective, productive meeting and one that “fails.”

In theory, everyone understands that preparation can make or break an important meeting. The more work you do before you walk into the room, the more productive and efficient you will be. But who has the time to properly prepare? Our checklist makes meeting prep quick and easy—be sure to print it out or save it for later. Each step is described in more detail below. Using the checklist and the principles behind it will ensure that you have covered all your bases—and that you will not be wasting anyone’s time (including your own).

Identification for Attendees

Name tags and other identification products are perfect for every meeting

Name tags also provide confidence to those at a conference or event. Even if everyone does not know each other, their names are visible and so introductions feel less intimidating. People can confidently call each another by their names.

The bottom line is that name tags don’t have to be expensive or fancy to be powerful. When used appropriately, name tags help to build community. The power within name tags is real. So put one on today! We have an almost endless variety to meet any need.

The Fifth Rule: Participation

This rule is simple: make sure that everyone in attendance at your meeting knows why they are there. By giving everyone an assignment or asking them to help with a presentation, they will feel of value to the common cause.

From food to printing the agenda, everyone should be able to participate in the meeting. This includes assigning personnel to perform research, develop strategies, disseminate information and implement policies, establishing time frames and benchmark goals, and defining qualitative and quantitative measurement tools to gauge effectiveness. But, make sure to always follow up on actionable items in advance of their due dates.

The Sixth Rule: Stay on Task

From starting on time to your organization, the only way your event will flow without fail lies in your preparation. Every meeting should start with a “call to order” to get attention. Sometimes this can be a random prize drawing or a roll call.

Timing is essential, both from a logistic and productivity standpoint. It can be frustrating when things do not get going because attendees are trickling into the room at their own pace. Make sure to take charge of the meeting. Start promptly and with the “call to order.”

Then, stay on task. Center all conversations around the goals and objectives of your event. Stick to your agenda; that is why you made it in the first place. And, if things start to deviate course, get back as quickly and directly as you can. Make sure that everyone has a chance to be heard, but also make sure to reign the conversation in when necessary.

The Seventh Rule: Meeting Follow Up

Once your event has concluded, take the time to check to see if you need any follow up. Whether it is with one person or the entire attendance roster, follow up in just as important as the meeting itself. You need to measure the result and effectiveness of your event.

A meeting is only as good as the action it results in. Every meeting with an agenda should also have a desired outcome. As the organizer of the meeting you should continue to drive people towards that desired outcome and act like a “ringmaster” of the different opinions and cases presented at the table. Once consensus has been achieved this should be confirmed in an email so that everyone has written confirmation. You should also track your progress against these stated objectives until the task is complete.

And, remember to clean up! From taking down any decorations to cleaning up leftover food, make sure you leave the venue as you found it. This keeps your venue options open for your next meeting (you do not want to blacklist your company from anywhere).

Helpful Links:

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Meetings, Conferences and Other Events

www.nametag.com

Coller Industries Incorporated