- set ground rules, for example:
- challenge ideas instead of individuals
- start on time/stop on time
- one conversation at a time
- confidentiality
- appoint roles, for example:
- facilitator
- note taker
- timekeepter
- use parking lot for items important but irrelevant to the issue at hand
- involve all participants at the start, for example:
- 5-minute informal conversation
- paird interviews
- roundtable sharing of good news
- assign pre-meeting tasks (only if necessary), and
- explain why it is important
- give adequate lead time
- provide clear instructions
- emphasize need to complete it in advance
- plan a process for using assignment at meeting
- separate presentation from discussion, and ask reflection questoins at the end, for example:
- What points did you agree/disagree with?
- How could the proposal be improved?
- What new questions does it raise?
- use flip charts - tips:
- write the words that people say if possible
- share scribe role among multiple members
- keep all information visible (hang charts)
- clarify with team when you add your ideas
- seek permission to paraphrase ideas
- use color
- print clearly
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