Meeting Expectations

Do you like meetings?

Global Market Update - Meetings

Source: Digital Juice

I didn’t think so. Most folks don’t. For most of us, meetings usually get in the way of stuff we need to get done. But we need meetings—to review results, set a new direction, or just to touch base.

So to make meetings both bearable and efficient, I use five simple questions to stay on track:

  1. Why are we meeting? (Every meeting should have an agenda.)
  2. Who’s the customer? (Every meeting has at least one customer)
  3. What’s his/her priority? (The customer is right, right?)
  4. What’s my goal? (What do I need to accomplish, given what I’ve learned?)
  5. What’s the action plan? (How do I get ‘er done?)

I find that if I keep these questions in mind during any meeting, it keeps me engaged. More importantly, it moves my mind from the current agenda to the next agenda. So if I’m the customer, I know that between this meeting and the next, some concrete steps will be taken to address my concerns. And if I’m the manager, I know what I need to do next.

These simple questions do more than get me through my meetings. They give me and my team a set of goals.


Douglas R. Tengdin, CFA
Chief Investment Officer
Phone: 603-224-1350
Leave a comment if you have any questions—I read them all!

Follow me on Twitter @GlobalMarketUpd

www.chartertrust.com • www.moneybasicsradio.com www.globalmarketupdate.net
By | 2017-07-17T12:23:11+00:00 December 4th, 2014|Global Market Update|0 Comments

About the Author:

Mr. Tengdin is the Chief Investment Officer at Charter Trust Company and author of “The Global Market Update”. The audio version of each post can be heard on radio stations throughout New England every weekday. Mr. Tengdin graduated from Dartmouth College, Magna Cum Laude. He received his Master of Arts from Trinity Divinity School, Magna Cum Laude and received his Chartered Financial Analyst (CFA) designation in 1992. Mr. Tengdin has been managing investment portfolios for over 30 years, working for Bank of Boston, State Street Global Advisors, Citibank – Tunisia, and Banknorth Group. Throughout his career, Mr. Tengdin has emphasized helping clients manage their financial risks in difficult environments where they can profit from investing in diverse assets in diverse settings. - Leave a comment if you have any questions—I read them all! - And Follow me on Twitter @GlobalMarketUpd

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