Instructions

Use this guide to facilitate conversation across a team to share ideas, uncover themes and outliers, and build an internal meeting/communication cadence.

Agenda

Set Expectations in Advance of the Meeting

Purpose: Let the team know your intention for the upcoming conversation

• [ ] See How to Set Expectations in Advance of a Meeting for written templates for how to frame up the upcoming conversation.
• [ ] Ask yourself: “What exercises or prep work does your team need to complete in advance?”

Set the Intentions and Outcomes

Purpose: Clarify the purpose and agenda of this meeting

• [ ] Share the desired outcome (if this is known in advance). What is the goal for today?
  • Alternatively, ask the participants, “With respect to the topic of setting goals as a team, what would be a great outcome for our conversation today?”
• [ ] Write down the agreed-upon outcome, ideally, in a shared document (virtual) or whiteboard/paper (in-person).
• [ ] Verbally build the agenda for this meeting with the team. Do this by talking through the remaining agenda items on this page.
  • “In order to get to our target outcome of X today, here’s the agenda I have in mind to make this an effective meeting.”
• [ ] Ask if any participants have questions about the process. Answer to the best of your ability.
  • “Does anyone have any questions about the process? Any recommendations to change it? Anything we’re missing?”