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Description of the Template and Guide

This sensemaking meeting provides teams with feedback and insights they can use when tackling challenging projects. During the meeting, the team presents their challenge to the advisory council, where they can tap into the council members’ “braintrust,” or deep expertise. Council members ask clarifying questions, then provide candid feedback, access to resources, and options for the team to consider.

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

Meeting Goal

To make the work better, broaden the team’s options, and get them un-stuck.


Agenda Overview

  1. Greetings: Who’s here today?
  2. Goals: What the plan for this meeting?
    • Confirm purpose, expectations, and rules of engagement
    • Review list of challenges
  3. Embrace the Challenge
    • Team presents the challenge(s): How might we (improve, save, design, solve, overcome)...
    • Council offers perspective
    • Team summarizes their takeaways
  4. Closing Thoughts
    • Council BLUF
    • Confirm next meeting

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