Go to main content

Discovery with a Group

How to Run a Discovery Meeting

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.

Related Posts: 
Facilitation Techniques for Consultants

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

Get the Guidebook

Meeting Goal

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

About

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

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 finding solutions to an urgent problem situation. MS Word and online formats. Includes a 12-page detailed instruction guide.

  • A free meeting agenda template that creates a safe and productive way to surface concerns of a team. MS Word and online formats. Includes a 13-page detailed instruction guide.

  • A free meeting agenda template for helping team members reflect and learn from recent experience. Includes a 10-page detailed instruction guide.

  • A free meeting agenda template for visualizing and improving a process. Includes a 24-page detailed instruction guide.