Designing and Facilitating Effective Meetings
Generic Draft Agenda
Organization Name
Date & Time & Place of Meeting
Purpose of Meeting (why we are getting together)
Proposed Outcomes (measurable results – what we would like to have accomplished as we’re walking out the door)
- Outcome A
- Outcome B
- Outcome C
Check In (bringing participants’ attention into the room)
- Who (name)
- Role or organization
- How (brief! “What is alive with you in this moment?”)
- Time constraints (if a key person needs to leave early you might need to adjust the order of items on the agenda)
- Observations/reflections (optional)
- “Elephants” (optional and needs to be handled carefully but can help a participant with a big concern focus on the meeting – having briefly vented)
Create or Review Ground Rules/ Meeting Agreements
Review Draft Agenda
Agenda Items
- Activity One (will lead to Outcome “A”)
- Activity Two (will lead to Outcome “B”)
- Activity Three (will lead to Outcome “C”)
Review Decisions or Key Outcomes
Next Steps (create task chart: what/who/by when)
Check Out (continuing improvement for your meetings)
- What went well?
- What could have been better?