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 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.
-
A free meeting agenda template for getting your group’s thinking on a problem or situation. MS Word and online formats. Includes a 9-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 pre-meeting interview template for uncovering key issues before a conflict resolution session. Includes a 14-page detailed instruction guide.