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
See More Templates
-
A free meeting agenda template for remote team check-in, focused on asking questions instead of reading updates. MS Word and online formats. Includes an 8-page detailed instruction guide.
-
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 meeting agenda template for getting clarity on the focus for the next 30, 60, & 90 days. Includes a 7-page detailed instruction guide.
-
If you like seeing others’ reactions through their facial expressions and body language, you’re not alone. When other people have their cameras off, maybe you feel less connected, more isolated, and anxious.
Ingrid Bens
www.facilitationtutor.comIngrid Bens is a consultant and trainer with a Master’s Degree in Adult Education and over 25 years experience as a professional facilitator. As a consultant with expertise in Organization Development, Ingrid has designed and lead numerous large-scale strategic change efforts for Fortune 500 companies, government departments and non-profit organizations.
