Go to main content

Description of the Template and Guide

Establishing a relationship with your new group or team is simple, common sense, and straight forward. In many organizations, it’s a missing piece in the puzzle called working together.

The facilitator's guide for this meeting agenda template walks you through:

  1. Getting to know each person in a way that allows for safety, permission, and candor in the relationship.
  2. Leading a group meeting to design your relationship with the group.

Get the Guidebook

16-page Facilitator's Guide with tips, step-by-step instructions, & resources

See More Templates

  • A free meeting agenda template for a consultant's first meeting with a new client. Includes a 9-page detailed instruction guide.

  • A free guide for running your all-hands meeting during times of crisis. The all-hands situation update meeting is used by leadership to keep the entire organization informed and aligned during times of rapid change or crisis.

  • A bundle of 5 free meeting agenda templates for strategic planning with remote teams. MS Word and online formats. Includes a 35-page detailed instruction guide.

  • A free guide for running your strategic pivot meeting during times of intense change or opportunity. Use this meeting to create new near-term strategy when a big change in the market means your existing strategy won’t work.