The WealthAbility Show with Tom Wheelwright, CPA Meeting Dysfunction
12 snips
Jan 8, 2026 Rebecca Hinds, an organizational behavior consultant and author, dives into the art of effective meetings. She introduces the 4D test to determine if a meeting is necessary and discusses how to measure meeting value using Return on Time Investment. Discover the benefits of standing meetings for creativity and energy, and explore how AI can streamline meeting processes. Hinds also emphasizes minimizing meeting lengths and strategically planning to avoid meeting overload. Her insights will transform how teams collaborate in the modern workplace.
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Only Meet With a Clear 4D Purpose
- Use the 4D test: only meet to Decide, Debate, Develop, or Discuss.
- Then apply the CEO test: choose meetings for Complex, Emotionally intense, or One-way-door decisions.
Five-Minute Call Solved An Email Mess
- Tom shared a client exchange about invoice questions resolved in a five-minute call.
- This illustrated when a quick synchronous meeting is far more efficient than long email threads.
Meetings Often Signal Broken Systems
- Meetings are often a symptom of a broken communication system, not the root problem.
- People default to meetings when tools and purposes are unclear across the organization.
