November 14, 2022 · 26 min read

Project Management Meetings: The Definitive 2023 Guide

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Mary Nour

Project management meetings: the ultimate guide

What are project management meetings?

What are project management meeting types?

Project kickoff meeting

Project kickoff meeting tips

  • Preparation is key. Take your time to prepare all project specifications from core objectives, scope, and deliverables to end goals. Get agreement on the team meeting schedule.
  • Document the client’s demands and priorities. This is important to help keep your eyes on what’s important and remain in control when demands develop or change.
  • Eliminate any chance of miscommunication. Decide on a framework for communication and accessing project documentation, status reporting process and guidelines, change control requests, and escalation guidelines.
  • Be highly detailed. The more the details, the easier the execution. Discuss the project’s scope, budget, and schedule.
  • Send the meeting agenda and the project plan beforehand. Sending them beforehand will save time for questions and correcting/updating the plan.  
  • Use icebreakers. If people work together for the first time, breaking the ice would help get the project started on a great note.
  • Be clear about who’s involved and who’s informed. Since this is the start of the project, it’s important to highlight who’s involved and in what way and who will only be informed about updates.
  • Make sure the conversation is two-way. Ask questions: Has anyone worked on a project like this before? How will we assess our progress? Has anyone got obligations that will prevent them from contributing fully?
  • Give your team reasons to be excited. Encourage your team by highlighting why the project is important and what problems it is solving.

Project kickoff meeting agenda

  • The purpose of the meeting
  • Project overview
  • Team introductions
  • Project timeline and milestones
  • Assigned tasks
  • Expected outcomes

Project kickoff meeting best practices

Start your meeting on a great note

Drive productive discussions

Let the planning begin

Outline the risks

Close the meeting and set the next steps

Project status review meeting

Project status review meeting tips

  • Start with the end in mind. This meeting should help you create one list for all cross-functional issues and roadblocks and another for the next steps. By the end of the meeting, you should have all the necessary information to prepare a consolidated status report and highlight roadblocks that require stakeholder and executive decisions. 
  • Ask the meeting participants to be ready. The core team should prepare status reports that include accomplishments, scheduled but unfinished tasks, issues, roadblocks impeding progress until resolved, and next steps. Make sure all reports are in the same format.
  • Don’t discuss issues. Establish at the beginning of each meeting that this is an exchange of information meeting. There is no room for discussing issues or different viewpoints. Add the issues to the parking lot. This helps keep the meeting on track.
  • Celebrate accomplishments. Accomplishments should also be mentioned and celebrated (for example, we ran the test and got zero defects, or we’re two weeks ahead of schedule). 
  • Focus on what’s ahead. Make sure everyone understands that the meeting isn't going to be a time to rehash old arguments or debate past decisions. Instead, focus on what's ahead and what you expect to happen.
  • Aim for regular and short status meetings. Infrequent status meetings tend to be long and boring. Since this is an exchange information meeting with no opportunity for extended discussions, keep it brief and frequent; it’s only a presentation of the current project status.
  • Tweak the meeting’s frequency as appropriate. If you have action items with due dates that may exceed one week or more, then change the meeting cadence from weekly to biweekly or as you see fit. The aim here is to achieve a balance between collecting updates and saving time.
  • Identify when status meetings can be canceled. You may come to a point in the project where updates can be shared using other means than meetings. If so, don’t hesitate to cancel status meetings; you’ll save everyone’s time.

Project status review meeting agenda

Project status review meeting best practices

  • Keep your meeting short and efficient. This shows that you respect everyone’s time. To make your meetings short and efficient, use timed agenda items. Send pre-reads. Invite the relevant people only. Send a standard status report to all team members to complete before the meeting.
  • Learn the lessons and move forward. Make sure you don’t get caught up with what happened such that you don’t focus on the upcoming tasks. Encourage your team to focus on the current status of the project and relevant issues.
  • Create detailed action items to increase accountability. Lack of accountability in the core project team results in schedule delays, breeding destructive patterns that impact the team and the project, and your credibility being questioned. All action items should have an owner and a due date. The owner should have a full understanding of what the task requires and update the task as the project progresses.
  • Have a simple and consistent agenda. Get approval on your status meeting agenda in the initial stages of the project, so everyone knows what to expect each week. A simple agenda includes a review of the last meeting’s action items, discussing tasks that are completed so far and what's left to do, and updating the action items, risks, and issues.
  • Focus is key. Use timed agenda items. Have time-boxed discussions. Remind your attendees that this is an exchange of information meeting; ask them to raise flags if the discussion goes off-topic and send issues to the parking lot. 

Project stakeholder meeting

Project stakeholder meeting agenda

Project stakeholder meeting tips and best practices

  • Understand each participant’s requirements. To run a successful meeting, make sure you have a complete understanding of the requirements and level of influence and involvement of each participant to discuss relevant topics (before starting the project, you should prepare a stakeholder engagement matrix that includes all the previous information).
  • Revisit your stakeholder map. At crucial stages in your project, you might need to review your map since important stakeholders might change (a stakeholder map helps you prioritize and focus your energy on key stakeholders).
  • Identify who needs to attend this meeting. Projects often involve many stakeholders. You need to identify the key players whose decisions and visions impact the project.
  • Focus on the meeting’s objective. This meeting is held to update the stakeholders on the project's status, highlight problems that need stakeholders’ input and intervention, ensure that the project is on track according to the stakeholders' overall vision, and decide what information needs to be presented to the executives if their input is required.
  • Be prepared. You should prepare a consolidated status report that includes relevant information discussed in previous project status meetings, a list of issues and risks that require stakeholder and executive management input, and a document detailing the next steps in the project.
  • Think about what you want out of this meeting. By the end of the meeting, you should have a summary of the decisions made by the stakeholders about the topics and risks discussed at this meeting, as well as a list of any outstanding issues that will necessitate executive intervention.
  • Send a detailed MOM document right after the meeting. While everything is still fresh in the participants' minds, send your meeting minutes as soon as possible so they can approve or amend them, and you get everyone to be on the same page.

Project change control meeting (contingency meeting)

Project change control meeting tips

  • Build a clear change control process. To have a productive meeting, you need clear guidelines (in the early phases of the project) on how change control requests are going to be handled.
  • Update key project deliverables. Approved requests may impact many agreed-upon key deliverables, so don’t forget to do the necessary updates to reflect the requests that have been approved.
  • Be mindful of an increase in requests. An increase in change control requests may reflect a fundamental change in the original project goals. If that’s the case, you might need to revisit the original project requirements rather than handing the requests through the usual change management process.
  • Focus on the why. Control change meetings are intended to guarantee that the project follows the schedule, stays on budget, and avoids scope creep. So, keep your focus on them.
  • Don’t change the meeting participants. People that serve on the change control board should be present in every meeting. Unless there is an urgent need for that, bringing new people to such meetings can invite friction and complications.

Project change control meeting agenda

  1. Presenting all change control requests
  2. Discussing what each request is about, if it needs additional information, if it is critical to the project or not, how it will impact the project, what will happen if it is denied, and the final decision
  3. Listing all decisions

Change control meeting best practices

  • Send the agenda beforehand. It’s best to distribute the agenda in advance so that participants can prepare any relevant documents or queries that will speed up the decision-making process. By doing this, you'll save time and keep the meeting's focus on what matters.
  • Prepare all relevant pre-reads. Pre-reads are especially important in this meeting. Make sure you send them with the meeting’s agenda.
  • Have a strong voting system. A big part of the change control meeting is dedicated to voting on decisions for the change control requests. Make sure you have a smooth voting system that allows people to see who is voting on what and what their reasons are as well as a complete description of the vote subject and access to relevant documents.
  • Send a detailed MOM document right after the meeting. While everything is still fresh in the participants' minds, send your meeting minutes as soon as possible so they can approve or amend them, and you get everyone to be on the same page.
How to generate meeting minutes

Project review meeting (end project meeting)

Project review meeting tips (aka, retrospective)

  • Prepare your documents. Before the meeting, prepare a comprehensive list of the lessons learned during the different phases of the project. Send it out as a pre-read to get the conversation flowing during the meeting.
  • Categorize the lessons. List the lessons learned in the form of categories to better direct your conversation and encourage productive discussions. You can categorize the scenarios into those that impacted people, processes, budget/cost, and technology.
  • Ask for participants’ input. Invite your meeting participants to share their ideas and thoughts before the meeting. 
  • Focus on the meeting objective. The overarching goal is identifying which mitigation tactics were successful, which were not, and why, and how to apply lessons learned to upcoming projects.
  • Know what you need to accomplish at the end of the meeting. At the end of a retrospective meeting, you should have a finalized list of lessons learned and another for the best mitigation strategies to implement in upcoming projects.
  • Create detailed action items. Actionable meetings have action items with designated owners and due dates, which can be easily tracked.

Project review meeting agenda

  • What worked well? (Focus on achievements.)
  • What needs to be improved? (Identify areas for improvement and process gaps.)
  • What roadblocks derailed progress? What went well? (Identify challenges or issues that should be resolved promptly in future projects.)
  • What successful strategies should we repeat and how? What should be changed in upcoming projects? (Finalize the lessons learned list and have a list of the best mitigation strategies.)
  • Our action plan and next steps

Project review meeting best practices

  • Have your KPIs list ready so you can measure what went well. Your KPIs should cover budget, timeliness, how satisfied the project team was while working on the project, and managing the client's expectations. 
  • Stick to the meeting’s goal. An effective retrospective is one that comes up with a plan to improve processes and tools. These meetings are not for team members to air out dirty laundry and attack other team members' behaviors. Nor are they for blaming or finding fault.
  • Divide the meeting into four parts. Set the stage (introductions and confirming the agenda, gather the data (what happened), analyze the data (find patterns and root causes and generate suggestions for improvements), and set the action plan (turning improvements into actions).

Agile scrum meetings

Daily stand-up

Sprint review

Sprint planning

Sprint retrospective

  • Determine the main theme of the retrospective.
  • Mention the project's highlights and memorable sprints during the project.
  • Analyze these highlights to come up with work patterns.
  • Create an action plan to optimize the work process and eliminate time-consuming, faulty patterns.
  • Wrap up the meeting.

How exceptional project managers lead project management meetings 

  • They understand that they’re both project leads and meeting facilitators.
  • They know when meetings are required and when they should be canceled.
  • They get the right people in the right room to talk about the right things.
  • They educate themselves on the technical aspect of the projects to facilitate discussions among the experts on their team. 
  • Before the meeting, they ask the attendees three to five questions about the expected meeting outcomes. They collect the answers for idea generation throughout the meeting.
  • They send important pre-reads to encourage the participants to prepare for the meeting.
  • They know that details matter and capture meeting notes properly.
  • They make sure everyone is on the same page and has an opportunity to share their thoughts and ideas.
  • They make sure everyone knows the purpose of the meeting and what they are expected to do.
  • They facilitate discussions and make sure everyone has a chance to speak.
  • They keep track of time and make sure the meeting doesn't run too long.
  • They ensure that everyone follows up on any action items that are generated during the meeting.

Eight unforgivable project management meetings mistakes

Eight tips for productive project meetings

  1. Have an agenda in place before the meeting starts.
  2. Take effective meeting notes.
  3. Send pre-reads before the meeting and be prepared with your presentation materials.
  4. Ask questions that will help others understand what you are trying to accomplish.
  5. Don't be afraid to ask for feedback from those who were not involved in the project.
  6. Remember to thank people when they contribute their time and expertise.
  7. Always end the meeting on time.
  8. Send the meeting minutes as soon as possible.

Five things to avoid in project management meetings

  • First, don't let the meetings get off track by letting people wander off-topic. Stay focused on the agenda and make sure that everyone is on the same page.
  • Second, don't allow a few people to dominate the conversation. Let everyone have a chance to share their thoughts and ideas, and make sure that everyone is heard.
  • Third, don't let the meetings drag on for too long. Keep it short and concise.
  • Fourth, don't allow disagreements to turn into arguments. Keep things civil and stay focused on finding a solution to the problem at hand.
  • Fifth, don't forget to recap the meeting and send the meeting minutes as soon as possible.

Tips to make your hybrid or virtual project management meetings more effective

Everyone sees; everyone hears

Attendees should say their names before speaking

When someone speaks, ask them to be closer to the microphone

How to generate meeting transcription with AI

Virtual attendees are a priority

Everyone should have access to all documents that will be used during the meeting

How to add meeting attachments in a meeting

Side discussions should not be allowed

Wrapping up

  • adam.ai is one of Atlassian Ventures' portfolio companies.
  • In the meeting management software category on G2, adam.ai has been ranked a leader and a high performer for successive quarters in the past years.
  • adam.ai has been included in the Forrester Report in the AI-enabled meeting technology landscape.
  • adam.ai is trusted and used by powerful teams and organizations worldwide for all types of critical meetings, like board, committee, project management, and business development meetings.
  • And most importantly, adam.ai integrates with your existing workflow, is SOC2 compliant, provides dedicated support and success, and has a free trial option.

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About the author

Mary Nour

Product Marketing Manager at adam.ai

Content creator, eager learner, and an animal lover.

Mary Nour
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