Facilitating meetings

Create a plan to facilitate your next meeting with confidence.

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Facilitating meetings example

What is the facilitating meetings template?

If you’re facilitating a meeting, it’s your job to ensure it’s productive and runs smoothly. With this meeting agenda template, you can proceed with confidence. Use it to keep the meeting on track or collaborate with a co-facilitator to identify ways to improve future meetings.

Benefits of using the facilitating meetings template

When you use this template to plan your meetings, you can enter the session ready to utilize every minute without wasting time. You’ll also identify opportunities to make your meeting as productive as possible. Additionally, you’ll recognize potential roadblocks so you can mitigate issues before they become problems.

How to use the facilitating meetings template in Lucidspark

Plan your event by filling out the meeting template. Use sticky notes to capture your ideas in each section.

You’ll name your meeting, decide its purpose, and identify how it fits in the context of existing projects or initiatives. From there, you can determine what the meeting needs to accomplish.

Once you have that basic information, you’ll continue closely examining your role in the upcoming meeting in the "Level of Facilitation" section. What expertise do you bring that you’ll need to share, and what’s the level of familiarity the participants bring with the subject matter?

Next, look at what techniques and tools will help you run the meeting to accomplish your goals. Make sure to plan for other factors that will influence the success of your session and what pitfalls you anticipate, too. You’ll be ready to get right to business the second your meeting participants walk into the room.

Jessica Guistolise logo

Jessica Guistolise

Evangelist, Lucid

As Evangelist at Lucid, Jessica Guistolise is a Certified Scrum Trainer who has coached thousands of individuals and teams in Agile and Scrum techniques.

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