{"id":9362,"date":"2021-11-22T11:56:21","date_gmt":"2021-11-22T19:56:21","guid":{"rendered":"https:\/\/www.microsoft.com\/insidetrack\/blog\/?p=9362"},"modified":"2025-10-03T12:44:40","modified_gmt":"2025-10-03T19:44:40","slug":"advancing-your-meetings-with-the-microsoft-teams-meeting-guide","status":"publish","type":"post","link":"https:\/\/www.microsoft.com\/insidetrack\/blog\/advancing-your-meetings-with-the-microsoft-teams-meeting-guide\/","title":{"rendered":"Advancing your meetings with the Microsoft Teams Meeting Guide"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"112\" class=\"size-medium wp-image-7498 alignright\" style=\"margin-top: 0px;\" src=\"https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2021\/10\/ms-digital-technical-stories-300x112.png\" alt=\"Microsoft Digital technical stories\" srcset=\"https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2021\/10\/ms-digital-technical-stories-300x112.png 300w, https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2021\/10\/ms-digital-technical-stories.png 500w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><em>We periodically update our stories, but we can\u2019t verify that they represent the full picture of our current situation at Microsoft. We leave them on the site so you can see what our thinking and experience was at the time.<\/em><\/p>\n<p>At Microsoft, we\u2019re transforming the meeting experience to encourage collaboration and increase productivity.<\/p>\n<p>At the beginning of the COVID-19 pandemic, the shift to predominantly remote meetings inspired our Microsoft Digital team to examine what makes an effective meeting in which everyone feels included. We then used this research to develop the Microsoft Teams Meeting Guide, which is a Modern SharePoint site that\u2019s available to all Microsoft employees. We\u2019ve found this information to be so useful that we\u2019re inviting you to <a href=\"https:\/\/www.microsoft.com\/en-us\/research\/articles\/a-guide-to-having-better-remote-meetings-by-being-more-intentional\/\" target=\"_blank\" rel=\"noopener\">check out a report about the guide<\/a>; we believe that this content can help evolve your company\u2019s meetings, too.<\/p>\n<h2>Getting started<\/h2>\n<p>Imagine that all your meetings empower participation and meet the goals you\u2019ve set. Imagine further that people attending your meetings know why they\u2019re invited and how to prepare. Imagine still that your meetings encourage building collaboration and communication rather than result in fatigue. Our Microsoft Digital team is helping make these dreams a reality with the creation of the Microsoft Teams Meeting Guide.<\/p>\n<p>We want to improve how Microsoft employees can achieve more together, helping improve collaboration and promote productivity for all of our employees.<\/p>\n<p>To create the Microsoft Teams Meeting Guide, we worked with Microsoft Research and product groups to develop a research-based guide about how to run effective meetings. We\u2019ve been using this engaging guide, built in Modern SharePoint, since March 2021, and have updated it regularly as new Microsoft Teams releases new features or best-practice guidance changes.<\/p>\n<p style=\"margin: 0in; background: white;\"><span style=\"font-size: 11.5pt; font-family: 'Segoe UI',sans-serif; color: #2f2f2f;\">This blog post introduces research that led to the development of the Microsoft Teams Meeting Guide and how the guide\u2019s use has helped Microsoft employees. <strong><span style=\"font-family: 'Segoe UI',sans-serif;\">NOTE:<\/span><\/strong>\u00a0We\u2019re providing visuals from the Microsoft Teams Meeting Guide as examples only.<\/span><\/p>\n<h2>Examining the remote-meeting experience<\/h2>\n<p>Before the onset of the COVID-19 pandemic, there usually were attendees who joined meetings remotely while others gathered in person. The remote attendees often found themselves inadvertently left out of conversations and, sometimes, even the meetings.<\/p>\n<p>\u201cThe biggest challenge would be that most of the people there were in person and would start discussions, sometimes even before walking into the room,\u201d says Ed Gonzalez, a curriculum manager on the Global CO+I\/GOLD Learning &amp; Development team at Microsoft. \u201cThey\u2019d be involved in those discussions and, because of that, forget to start the [Teams] meeting. And there\u2019d be two or three of us just waiting and waiting, and so we missed a lot that way.\u201d<\/p>\n<p>The pandemic levelled the playing field, as suddenly everyone was attending meetings remotely. We saw this as an opportunity to examine and learn about the gaps with respect to remote meetings. We then applied this learning to hybrid meetings, where there are both remote and in-person attendees. Our Microsoft Digital team researched what makes meetings inclusive and effective, using internal and external surveys, studies, and employee remarks.<\/p>\n<h3>Research conclusions<\/h3>\n<p>During our research, we discovered that inclusive meetings are at least three times more likely to be effective. Key elements that make meetings more inclusive include:<\/p>\n<ul class=\"c-list\">\n<li>Sharing an agenda<\/li>\n<li>Beginning and ending meetings on time<\/li>\n<li>Encouraging attendees to use their video functionality<\/li>\n<li>Making it clear who is in the meeting and why<\/li>\n<li>Providing a pre-read for the meeting (when you believe it applicable or helpful)<\/li>\n<\/ul>\n<h2><span class=\"normaltextrun\"><span style=\"background: white;\">Developing the Microsoft Teams Meeting Guide<\/span><\/span><\/h2>\n<figure id=\"attachment_12045\" aria-describedby=\"caption-attachment-12045\" style=\"width: 1600px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-12045 size-full\" src=\"https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2023\/07\/10286_image001v2.png\" alt=\"6 boxes that show the meeting room styles and suggestions for hosting. Status, Strategic, Tactical, Informative, Ideation and Social.\" width=\"1600\" height=\"1712\" srcset=\"https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2023\/07\/10286_image001v2.png 1600w, https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2023\/07\/10286_image001v2-280x300.png 280w, https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2023\/07\/10286_image001v2-957x1024.png 957w, https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2023\/07\/10286_image001v2-768x822.png 768w, https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2023\/07\/10286_image001v2-1436x1536.png 1436w, https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2023\/07\/10286_image001v2-1009x1080.png 1009w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><figcaption id=\"caption-attachment-12045\" class=\"wp-caption-text\">Screen capture that depicts meetings phases detailed by the Microsoft Teams Meeting Guide.<\/figcaption><\/figure>\n<p>We developed the Microsoft Teams Meeting Guide to address the challenges we discovered during our research and encourage improvements in those areas. The guide is built on the Microsoft SharePoint Online platform as a site that every employee can access and leverage. It includes helpful guidance about:<\/p>\n<ul class=\"c-list\">\n<li>Starting meetings off right<\/li>\n<li>Reducing meeting fatigue and increasing engagement for attendees<\/li>\n<li>Deciding whether and how attendees should use video<\/li>\n<li>Ensuring attendees have access to the correct information before, during, and after a meeting<\/li>\n<li>Using Teams apps to enhance your meeting<\/li>\n<li>Conducting hybrid meetings<\/li>\n<\/ul>\n<p>We want to clearly reveal the most impactful changes that you can make in meetings while encouraging site users to dig deeper into the topics and guidance so they can glean more insights.<\/p>\n<p>\u201cThese are simple, thoughtful actions that can make a big difference in the feeling of being comfortable in a meeting, which allows for that inclusion and participation,\u201d says Sara Bush, a principal program manager in Microsoft Digital.<\/p>\n<p>The site supports this with its clean layout and the way it organizes information.<\/p>\n<p>The Microsoft Teams Meeting Guide includes 10 key pages, including:<\/p>\n<ul class=\"c-list\">\n<li>A <strong>Home<\/strong> page that provides an overview and links to other important pages<\/li>\n<li>Best practices that apply to all meetings at each phase: before the meeting, during the meeting, and after the meeting<\/li>\n<li>Information about each of the six common Microsoft meeting archetypes<\/li>\n<\/ul>\n<h2>Promoting the meeting guide internally<\/h2>\n<p>&nbsp;<\/p>\n<figure id=\"attachment_9377\" aria-describedby=\"caption-attachment-9377\" style=\"width: 1000px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-9377 size-full\" src=\"https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2023\/01\/10286-img-002.png\" alt=\"An icon showing multiple devices connected to an animated laptop with dotted lines. The text next to the icon reads \u201cExpect more from meetings\u201d.\" width=\"1000\" height=\"322\" srcset=\"https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2023\/01\/10286-img-002.png 1000w, https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2023\/01\/10286-img-002-300x97.png 300w, https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2023\/01\/10286-img-002-768x247.png 768w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><figcaption id=\"caption-attachment-9377\" class=\"wp-caption-text\">Example of a Microsoft internal promotion for the Microsoft Teams Meeting Guide.<\/figcaption><\/figure>\n<p>The Microsoft Teams Meeting Guide is available to everyone at Microsoft, and we\u2019re employing many strategies to ensure people know about it. Our promotional campaign includes quick bits of information about the guide and links to it, and tips and tricks. We\u2019ve also developed and shared longer blogs, videos, and articles to drive interest in it, and have used forums such as Teams, Microsoft Yammer, and Microsoft\u2019s internal IT help site, as well as newsletters and emails.<\/p>\n<p>We continue to release campaigns that coincide with new Microsoft Teams feature releases. Additionally, all new hires receive the Microsoft Teams Meeting Guide and managers are starting to include it in their onboarding materials.<\/p>\n<h2>Improving our meetings<\/h2>\n<p>Jacqueline Le, a senior business program manager in US Manufacturing, has shared the Microsoft Teams Meeting Guide with many of her colleagues, including scheduling quick Microsoft Teams calls to discuss it. She finds it\u2019s a great way to encourage people to implement it. She said she especially appreciates the guidance about agendas, which she has leveraged to help her team decide how much time they need for a meeting.<\/p>\n<p>\u201cIt\u2019s relatively easy to use and navigate,\u201d Le says. \u201cYou can scroll once and quickly assess what you want to get out of it. And then you can scroll again and get some more information. It\u2019s not heavy reading, and it\u2019s more visually appealing.\u201d<\/p>\n<p>Connor Joyce, a behavioral researcher for the Microsoft Viva Insights team, says the guide\u2019s meeting archetypes enable him to pinpoint the type of meetings he needs to organize, which then helps him invite only the people that are most important to that meeting. This means he doesn\u2019t invite people who aren\u2019t required to achieve the meeting goals, thereby giving people their time back and helping reduce meeting fatigue and overload.<\/p>\n<p>\u201cIf they really want to know (about the meeting), they can read the notes or watch the recording,\u201d Joyce says. Thus, some employees are finding that the Microsoft Teams Meeting Guide is saving employees time, as they don\u2019t have to attend some meetings and can review materials asynchronously.<\/p>\n<h2>Keeping current<\/h2>\n<p>We continue to update the Microsoft Teams Meeting Guide as Microsoft Teams features evolve to help people collaborate more effectively. We\u2019ve been updating guidelines to support hybrid meetings based on our research and Microsoft Teams features that support them.\u00a0You can track new Microsoft Teams features through the <a href=\"https:\/\/aka.ms\/Microsoft-365-roadmap\" target=\"_blank\" rel=\"noopener\">Microsoft 365 roadmap<\/a> and <a href=\"https:\/\/aka.ms\/Microsoft-Teams-Support\" target=\"_blank\" rel=\"noopener\">Microsoft Teams help &amp; learning<\/a> pages.<\/p>\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"81\" class=\"wp-image-7482\" style=\"width: 300px;\" src=\"https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2021\/10\/related_links.png\" alt=\"Related links\" srcset=\"https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2021\/10\/related_links.png 500w, https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2021\/10\/related_links-300x81.png 300w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/figure>\n<ul class=\"c-list\">\n<li style=\"list-style-type: none;\">\n<ul class=\"c-list\">\n<li><a href=\"https:\/\/www.microsoft.com\/en-us\/research\/project\/the-new-future-of-work\/articles\/a-guide-to-having-better-remote-meetings-by-being-more-intentional\/\" target=\"_blank\" rel=\"noopener\">Read a guide from Microsoft Research about how to run remote meetings more intentionally.<\/a><\/li>\n<li><a href=\"https:\/\/www.microsoft.com\/insidetrack\/blog\/reimagining-how-we-collaborate-with-microsoft-teams-and-ai-agents\/\">Discover how we&#8217;re reimagining workplace collaboration with Microsoft Teams and AI.<\/a><\/li>\n<li><a href=\"https:\/\/www.microsoft.com\/insidetrack\/blog\/how-were-recapping-our-meetings-with-ai-and-microsoft-teams-premium-at-microsoft\/\">Explore how we&#8217;re recapping our meetings with Microsoft Teams Premium.<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" style=\"width: 580px;\" src=\"https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2023\/05\/Customer-Survey-580x85-1.png\" alt=\"We'd like to hear from you!\" \/><\/figure>\n<p><a href=\"mailto:msitstaff@microsoft.com\">Want more information? Email us and include a link to this story and we\u2019ll get back to you.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>We periodically update our stories, but we can\u2019t verify that they represent the full picture of our current situation at Microsoft. We leave them on the site so you can see what our thinking and experience was at the time. At Microsoft, we\u2019re transforming the meeting experience to encourage collaboration and increase productivity. At the [&hellip;]<\/p>\n","protected":false},"author":133,"featured_media":9364,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_hide_featured_on_single":false,"_show_featured_caption_on_single":true,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[1],"tags":[89,597,850,865,263,114],"coauthors":[646],"class_list":["post-9362","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized","tag-digital-transformation","tag-employee-experience","tag-end-user-services-and-support","tag-flexible-work","tag-microsoft-365","tag-microsoft-teams","program-microsoft-digital-technical-stories","m-blog-post"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Advancing your meetings with the Microsoft Teams Meeting Guide - 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