An effective meeting needs clear decision and follow-through. This one-page template will help your team move from discussion to decision in your next meeting. Print it, post it in the room, and place each idea or option in one of five categories: Proceed, Refine, Explore, Hold, or Retire. Anything that needs work leaves the room with an owner and a check-in date, so everyone knows what was decided and what happens next.
A two-page planning worksheet for leaders, facilitators, and anyone who runs meetings to make sure every voice in the room is heard. Complete it before your next meeting to plan for full participation, then use it afterward to reflect on how engagement went and what to improve next time.
If you’ve completed an audit of your organization’s culture, this worksheet is a helpful next step in helping you understand ways to act on the data. After completing this worksheet, you’ll have a mini action plan to start improving your organization’s culture.
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