Guide to Meetings

Chapter 3. What to Discuss? Orchestrate the Roles and Set the Agenda

Chapter 3 Outline

1. Orchestrate the roles.

   • Who will serve as facilitator?

   • Who will serve as scribe?

   • Who will serve as timer?

   • Who will serve as minutes writer?

2. Set the agenda.

   • Specify the purpose and the participants.

   • Schedule agenda items.

   • Explain each agenda item.

   • Decide on the discussion format.

   • Decide on a decision-making technique.

   • Distribute the agenda in advance.

The third item on your meeting checklist is to specify in more detail exactly what you are going to discuss during the meeting—by orchestrating roles and designing an agenda. These decisions should be driven by your meeting’s purpose and the participants’ needs, as analyzed in the previous two chapters.

MEETING PLANNING CHECKLIST ...