Meeting Facilitator Kit
Meetings that decide things: decision briefs, memos, agendas, kickoffs, brainstorms, pre-mortems, notes, decision log and reviews.
12 templates in 4 steps, in the order you use them. Open any template in the editor, fill it in and export it to PDF, DOCX or HTML.
Prepare
Decision Meeting Brief Template (DACI, RAPID)
LeanDecision pre-read: decision question and deadline, DACI roles with RAPID mapping, options with costs, weighted scoring, recommendation, decision record
DACI (Atlassian Team Playbook); RAPID (Bain, HBR January 2006)Internal Memo Template
LeanAnnounce a decision: purpose sentence, background, decision, per-group actions with dates, where to ask questions
Workshop Agenda Template
StandardWorkshop: purpose and output, facilitation roles, participants, accessibility and remote logistics, pre-work, decision methods, timed agenda, results, actions
Team Offsite Plan Template
LeanTeam offsite plan: outcomes, agenda linked to outcomes, pre-work, per-person budget with contingency, logistics and wellbeing checklist, follow-up
Run
Project Kickoff Meeting Template
StandardProject kickoff: agenda, why, success measures with baseline, scope in and out, roles and decision rights, milestones, risks, working agreements, decisions, actions
Brainstorming Session Template
StandardBrainstorm: focused question, Osborn rules, silent writing and nominal group variants, remote variant, cluster, dot voting, decisions, follow-ups
Osborn, Applied Imagination (1953); nominal group research (Diehl and Stroebe 1987)Pre-mortem Template
LeanPre-mortem session: plan summary, failure scenario, 60-minute agenda, scored failure causes, mitigations with early warning signs and owners
Klein, Performing a Project Premortem (HBR, September 2007)Meeting Notes Template
LeanMeeting notes: goal, present, apologies and absent, previous actions review, agenda, decisions with owner and date, actions, parking lot
Decisions
Reflection
Sprint Retrospective Template
LeanScrum 2020 retrospective: previous-action review, Sprint Goal and Definition of Done data, insights, one to three improvements for the next Sprint Backlog
Scrum Guide 2020; Agile Retrospectives 2nd ed. (2024) five stagesLessons Learned Register Template
StandardLessons workshop method, register with category, impact, root cause, recommendation, owner and where applied, plus actions
After-Action Review Template (AAR)
StandardAfter-action review: objectives and intent, timeline, planned vs actual, causes, sustain and improve, SMART improvement plan, follow-up (TC 7-0.1, HSEEP AAR/IP)
US Army TC 7-0.1 After Action Reviews (2025); FEMA HSEEP Doctrine (2020)