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.
9-page Facilitator's Guide with tips, step-by-step instructions, & resources
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?
- Welcome (5 minutes)
- Describe the purpose of the meeting.
- Review the agenda.
- Sequential Questioning (60 minutes)
Ask questions and record key points.
- Meeting Closing (10 minutes)
- Share insights
- Decide how to communicate information from the meeting.
See More Templates
A free meeting agenda template for developing a decision everyone can support. MS Word and online formats. Includes a 25-page detailed instruction guide.
A free meeting agenda template for running a simple and efficient Board meeting. MS Word and online formats. Includes a 19-page detailed instruction guide.
A free meeting agenda template for capturing the Values that underly your company strategy. MS Word and online formats. Includes a 35-page detailed instruction guide.
A free pre-meeting interview template for uncovering key issues before a conflict resolution session. Includes a 14-page detailed instruction guide.