ACTIVITY: Agenda Planning Worksheet (continued) SAMPLE NO. 2 (continued) Agenda Outcome Process Time What By the end of the How much What steps will we take on the way to the topics will meeting what will we time will it outcome? we cover? have accomplished? take? Alternate months: Review performance data one month and engagement needs the next month to prioritize next projects Improvement data: Identify status of unit on regional goals Engagement indicators: Review our Identified effectiveness in team meetings and our opportunities to Performance ability to cope with changes (our own improve unit 10 minutes Review projects and sources) performance or engagement Identify success and celebration Identify areas of needed improvement Discuss how to address needed improvements (new RIM, other engagement strategy, etc.) Review assignments made and set due Confirmed action dates for completing them items with names Action Items 5 minutes If team members are absent, confirm who/ how and due dates they will be updated after the meeting Identify who is missing from the meeting Completed Plan for communication Select staff to communicate with them 10 minutes Continued map Engagement Identify key information and key questions Summarize the actions and findings for the meeting Identify what Summary Identify deltas and pluses worked and and 5 minutes what didn’t Ask and plan can we improve our Feedback “How UBT meeting next month?” Source: Roxanne WhiteLight, Consultant, KPNW
ACTIVITY: Agenda Planning Worksheet (continued) SAMPLE NO. 2 (continued) Agenda Outcome Process Time What topics will we cover? By the end of the meeting what will we have accomplished? What steps will we take on the way to the outcome? How much time will it take? Performance Review Identified opportunities to improve unit performance or engagement Alternate months: Review performance data one month and engagement needs the next month to prioritize next projects Improvement data: Identify status of unit on regional goals Engagement indicators: Review our effectiveness in team meetings and our ability to cope with changes (our own projects and sources) Identify success and celebration Identify areas of needed improvement Discuss how to address needed improvements (new RIM, other engagement strategy, etc.) 10 minutes Action Items Confirmed action items with names and due dates Review assignments made and set due dates for completing them If team members are absent, confirm who/ how they will be updated after the meeting 5 minutes Plan for Continued Engagement Completed communication map Identify who is missing from the meeting Select staff to communicate with them Identify key information and key questions 10 minutes Summary and Feedback Identify what worked and what didn’t Summarize the actions and findings for the meeting Identify deltas and pluses Ask and plan “How can we improve our UBT meeting next month?” 5 minutes Source: Roxanne WhiteLight, Consultant, KPNW
ubt_startup_toolkit_sec3.docx