Best Practices for Meetings

Best Practices for Meetings

Nervous about an upcoming meeting at work? Read the fact sheet below to learn best practices at meetings so you don’t have to be so nervous.

PDF Version Word Version

Best Practices at Meetings FAQ

There are many reasons you may need to meet with your employer. Before you meet, read these questions and answers. 

There are many reasons you may need to meet with your employer. For example, your employer may ask to meet to talk about your performance or discipline.

Prepare for the meeting. Tips:

  • Think carefully about what you hope to accomplish in the meeting. Use the Employee Worksheet at the end of this fact sheet to organize your thoughts.
  • Make an outline to use during the meeting. An outline will help you remember what you want to say, even if the meeting becomes hectic.
  • If your meeting is about a reasonable accommodation or an employment complaint, consider sending the request or complaint in writing in advance.
  • Collect any relevant documents and bring at least two copies with you.
  • If you are a member of a union, tell your union representative.
  • Practice what you are going to say.
  • Arrive on time.
  • Be polite and calm.
  • Stick to the points you prepared before the meeting. Don’t try to bring up other issues.
  • Take notes of everything that you and your employer said. If you do not want to take notes during the meeting, write down everything you remember right after the meeting.
  • Ask your employer to follow up with you in writing about everything that was agreed upon during the meeting.
  • Do not record the conversation without asking if it is okay with your employer (this is against the law in Illinois).
  • Remember: You don’t have to agree to anything on the spot. You can say you need time to think over your employer’s response or comments.

Follow up in writing, recapping everything that was discussed and agreed upon. One way to do this is to send a thank you note.

  • Thank you for meeting with me to discuss my request for an accommodation…
  • Thank you for your time today to discuss my concerns about…
  • During this conservation, you said that…

Before the meeting

  • Ask for the meeting in writing or email. See the CAP’s “Asking For a Reasonable Accommodation” fact sheet for a sample letter and more information.
  • Think about what accommodations will allow you to do your job. Try to come up with as many alternative accommodations as possible. Make a list of possible accommodations that would help.
  • Gather any necessary medical documentation.

 

During the meeting

  • Go in with an open mind.
  • Be prepared to negotiate and talk about alternative accommodations.
Woman in a wheelchair looking at a document being written by a man sitting next to her

Your Rights Matter

Have more questions?

Get the Help You Deserve