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Description of the Template and Guide

This meeting agenda template helps teams clarify the scope of an upcoming decision, the information they'll need to gather about each option they consider, and the criteria they'll use to evaluate these option. Use this template as a guide to help you prepare for and lead this meeting.

Get the Guidebook or Try this template in Lucid!

19-page Facilitator's Guide with tips, step-by-step instructions, & resources

Meeting Goal

To reach agreement on the process to be used for making a final decision.


  • Author:  Beatrice Briggs
  • Duration:  1.5 to 2 hours
  • Group Size:  Any
  • Solution Categories:  Leadership Teams Managers
  • Meeting Types:  The Catalyst Meetings What is a Decision Making Meeting? What is a Planning Meeting?

Agenda Overview

  1. Introduction
  2. Review Background Information
  3. Present the Decision-Making Model
  4. Define Decision Scope
  5. Identify the Information Needed
  6. Draft Criteria
  7. Closing and Next Steps

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