Go to main content

Description of the Template and Guide

This meeting agenda template provides an excellent format for a consultant’s first meeting with a new client group, helping consultants better understand the organizations they serve. The process outlined here helps the client group explore the circumstances surrounding the new project. They get to share their insights and knowledge.

The profile that emerges from the conversation is one that everyone at the meeting has helped to build. This creates group synergy. It also reinforces the notion that the consultant is really interested in understanding client views.

Starting a new project with a group discovery will create both energy and buy in. Use this template to setup and run a group discovery in the early stages of your next project.

Get the Guidebook Try This Template in Lucid!

Related Posts: 
Facilitation Techniques for Consultants

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

Meeting Goal

To engage key stakeholders in a discovery conversation to build a picture of the organization’s history and culture.


  • Author:  Ingrid Bens
  • Duration:  75 minutes
  • Group Size:  8 to 12
  • Solution Categories:  Project Managers
  • Meeting Types:  What is a Sensemaking Meeting?

Agenda Overview

  1. Welcome (5 minutes)
    • Describe the purpose of the meeting.
    • Review the agenda.
  2. Sequential Questioning (60 minutes)
    Ask questions and record key points.
  3. Meeting Closing (10 minutes)
    • Share insights
    • Decide how to communicate information from the meeting.

See More Templates

  • 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 setting mindfulness-based guidelines for a sensitive discussion. Includes a 16-page detailed instruction guide.

  • A free meeting agenda template for running your daily Agile standup online. MS Word and online formats. Includes a 9-page detailed instruction guide.

  • A free meeting agenda template for recognizing and eliminate waste in a process. Includes a 19-page detailed instruction guide.