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Facilitation Prep Agenda

A one-page agenda to fill before any meeting you run: the outcome, timed topics, prework and why, norms and roles.

15 minutes before each meetingCompanion to Facilitation Prep ChecklistCOMMUNICATION MINDSETSELF LEADERSHIP
← Back to the entry: Facilitation Prep Checklist
How to use this sheet
  1. Write the outcome as a noun phrase: what you will have at the end, not what you will discuss. "Approval of the Q4 budget", not "to discuss Q3".
  2. List the topics, each with a rough time.
  3. If people must prepare, say exactly what, why it matters and how long it takes.
  4. Pick two or three norms that fit this conversation, not a generic list.
  5. Decide who takes notes, who keeps time, who handles the tech.
Download the PDF

The PDF is fillable: open it in a real reader (Acrobat, Preview) to type and save, or print it and write by hand. Anything you type on this page stays in your browser, nothing is sent anywhere.

  1. Outcome

    By the end we will have... (a noun phrase)

  2. Topics, with time

    What we will talk about and do, minutes for each.

  3. Prework, and why

    What to prepare, why it matters, how long it takes.

  4. Norms

    Two or three ground rules for this conversation.

  5. Roles

    Notes, time, tech. Co-facilitating: who does what.

← Back to the entry: Facilitation Prep ChecklistAll Codex resources

Source Based on Mamie Kanfer Stewart, 'This Way, Not That: The Successful Meeting Agenda' (Meeteor, 2016), with supporting material from Voltage Control's 'What are Facilitation Skills and Why are They Important?' (2023) and MSF's WoW facilitator competency wheel. Adapted by Mat Dufour.