Go to main content

Description of the Template and Guide

Teams use this process to gain clarity about how they’ll work together over the next 3 to 6 months. These agreements increase team productivity and alignment by reducing confusion, duplication, delays, and misunderstandings.

Get the Guidebook

Facilitator's Guide with tips, step-by-step instructions, sample agenda, & resources

See More Templates

  • A free meeting agenda template for a consultant's first meeting with a new client. Includes a 9-page detailed instruction guide.

  • A free meeting agenda template for providing business updates to investors and stakeholders. MS Word and online formats. Includes an 8-page detailed instruction guide.

  • A free meeting agenda template for establishing decision-making criteria as a team. Includes a 19-page Facilitator's Guide with tips, step-by-step instructions, & resources.

  • A free guide for running your all-hands meeting during times of crisis. The all-hands situation update meeting is used by leadership to keep the entire organization informed and aligned during times of rapid change or crisis.