PURPOSE: Discuss and verify the purpose of the session (to identify, resolve, and/or allocate issues for resolution).
YOUR ROLE: Explain your role as facilitator.
AGREEMENT: Establish the agreement.
• Explain the difference between meetings and workflow management sessions.
CONTENT AND PROCESS: Explain the terms content and process.
INFORMATION GAPS: Explain the nature and role of Information Gaps.
SPEED: Explain the role of speed in all workflow management sessions.
ISSUES: Define and discuss issues.
• Instruct your associate to write “Issues” on his or her notepad.
• Collect and display these issues.
CRITICAL ISSUES: Identify Critical Issues.
BOARD: Board ...