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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.

Step 1

Prepare

  1. Decision Meeting Brief Template (DACI, RAPID)

    Lean

    Decision 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)
  2. Internal Memo Template

    Lean

    Announce a decision: purpose sentence, background, decision, per-group actions with dates, where to ask questions

  3. Workshop Agenda Template

    Standard

    Workshop: purpose and output, facilitation roles, participants, accessibility and remote logistics, pre-work, decision methods, timed agenda, results, actions

  4. Team Offsite Plan Template

    Lean

    Team offsite plan: outcomes, agenda linked to outcomes, pre-work, per-person budget with contingency, logistics and wellbeing checklist, follow-up

Step 2

Run

  1. Project Kickoff Meeting Template

    Standard

    Project kickoff: agenda, why, success measures with baseline, scope in and out, roles and decision rights, milestones, risks, working agreements, decisions, actions

  2. Brainstorming Session Template

    Standard

    Brainstorm: 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)
  3. Pre-mortem Template

    Lean

    Pre-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)
  4. Meeting Notes Template

    Lean

    Meeting notes: goal, present, apologies and absent, previous actions review, agenda, decisions with owner and date, actions, parking lot

Step 3

Decisions

  1. Business Decision Log Template

    Lean

    Business decision register with options, rationale, decider, consulted, status, supersession and review dates, follow-up actions

Step 4

Reflection

  1. Sprint Retrospective Template

    Lean

    Scrum 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 stages
  2. Lessons Learned Register Template

    Standard

    Lessons workshop method, register with category, impact, root cause, recommendation, owner and where applied, plus actions

  3. After-Action Review Template (AAR)

    Standard

    After-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)