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

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

See More Templates

  • A free meeting agenda template to examine and refresh your strategic plan. Includes a 10-page detailed instruction guide.

  • A free meeting agenda template for a consultant's first meeting with a new client. Includes a 9-page detailed instruction guide.

  • A free meeting agenda template for getting your group on board with a new idea. MS Word and online formats. Includes a 9-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.