Go to main content

Description of the Template and Guide

Teams use this process to gain clarity about how they’ll work together over the next 3 to 6 months. These agreements increase team productivity and alignment by reducing confusion, duplication, delays, and misunderstandings.

Get the Guidebook

Related Posts: 
A Process for Navigating Your Company's Return to Work

Facilitator's Guide with tips, step-by-step instructions, sample agenda, & resources

Meeting Goal

To decide on a near-term plan outlining how we’ll coordinate and collaborate on our work.

About

Agenda Overview

  1. Set Intention: What are we going to create today?
  2. What do we already agree on?
  3. Think Break
  4. How can we resolve areas of disagreement?
  5. Review: Is our agreement good enough for now? What happens next?

See More Templates

  • A bundle of 5 free meeting agenda templates for strategic planning with remote teams. MS Word and online formats. Includes a 35-page detailed instruction guide.

  • A free guide for running a near-term planning meeting during times of crisis. Teams use this meeting to create new near term plans when a rapidly emerging situation means your existing plans won’t work.

  • A free meeting agenda template for building alignment around a proposal or plan. MS Word and online formats. Includes an 11-page detailed instruction guide.

  • A free meeting agenda template for running Board meetings with early-stage startups and investors. MS Word and online formats. Includes a 19-page detailed instruction guide.