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
Related Blog Articles
See More Templates
A free meeting agenda template for bringing together different team leads to share updates. MS Word and online formats. Includes a 10-page detailed instruction guide.
A free meeting agenda template for developing a decision everyone can support. MS Word and online formats. Includes a 25-page detailed instruction guide.
A free meeting agenda template to help you uncover the reasons an employee chose to leave your company. Includes a detailed instruction guide, with more than 20 sample questions!
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.