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Agenda_Planning_Worksheet

By Jorge Dixon,2014-10-12 09:42
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Agenda_Planning_Worksheet

     Preparing for the meeting:

    Agenda Planning Worksheet

    plus Tips for Creating a Realistic Agenda

    Page 1 of this worksheet is designed to help meeting owners create clear, specific meeting agendas. Page 2 is an agenda format that can be sent to meeting participants prior to meetings.

Tips for Creating a Realistic Agenda

    ; Jointly design the agenda with key members attending the meeting and factor in the number

    of people attending.

    ; Incorporate some slack into the agenda.

    ; Consider the groups history and your knowledge of the group.

    ; Ask questions of attendees if they complete their discussions.

    ; A key part of the facilitator’s role is to help the group make informed choices about how it is

    spending its time. Frequent process checks will help a group do that and avoid frustration.

Source: “The Skilled Facilitator: Practical Wisdom for Developing Effective Groups,” by Roger M.

    Schwarz

     1

    Name of Meeting: __________________________________________________________

    Date of Meeting: _______________ Time: _________________

    Location: ______________________________________________

    Outcomes from meeting: By the end of this meeting, we will:

___________________________________________________________________________________________________

___________________________________________________________________________________________________

Agenda planning (SAMPLE)

    Agenda Item Desired Outcome Process (How) Time Required Start-up: ; Gain alignment and ; Review 10 minutes ; Welcome commitment on meeting ; Clarify

    ; Meeting outcomes outcomes. ; Discuss

    ; Review agenda ; Set stage for meeting ; Agree

    ; Set meeting ground structure and participation.

    rules

    ; Meeting roles

    Business reporting for Q2 ; Create a common ; Present 45 minutes

     understanding of financial ; Clarify

    picture. ; Discuss

    ; Determine what additional ; Question

    information would be helpful ; Summarize

    in the planning process.

    Interpretation of data Develop agreement of what ; Small group 30 minutes

     the information means as we discussion.

    move forward. ; Identify

    questions and

    what data

    means and

    report back

    to larger

    group.

    Review action item list Be clear on who is Summarize 10 minutes with dates and accountable for what and Validate

    determine next steps when

     2

Meeting Agenda

    (could be sent to participants prior to meeting)

    Topic Desired Outcome Owner Time Start-up: ; Gain alignment and Mary (meeting 10 minutes ; Welcome commitment on meeting leader/facilitator) ; Meeting outcomes outcomes.

    ; Review agenda ; Set stage for meeting ; Set meeting ground structure and participation.

    rules

    ; Meeting roles

    Business reporting for Q2 Create a common John 45 minutes

     understanding of financial

    picture.

    Interpretation of data Develop agreement of what Mary (meeting 20 minutes

     the information means as we leader/facilitator)

    move forward.

    Review action item list Be clear on who is Mary (meeting 10 minutes with dates and determine accountable for what and leader/facilitator) next steps when

     3

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