Here are some tools and templates we've created over the years. We hope these are helpful to your facilitation practice. Additional templates will be added as they're developed. So check back regularly!
| #
|
Name
of Tool/Template |
Download |
Description
|
| 1 |
Brainstorming
Template |
|
A
table to capture and rank the output of a Brainstorming
activity. |
| 2 |
Checklist
- Can the PM be the Facilitator? |
|
A
handy checklist to determine if the Project Manager is
the right person to facilitate the meeting. |
| 3 |
Equipment
& Supplies Checklist |
|
A
checklist of the supplies and equipment needed for a Work
Session. |
| 4 |
Flipchart Prep List |
|
A
list of flipchart pages you should consider having prepared
in advance for every meeting. |
5 |
Force-Field
Analysis Template |
|
A
template to analyze 2 opposing forces of a problem or
potential solution. |
6 |
Nine–Block
Decisioning Template |
|
A
PowerPoint diagram that allows comparison of each item
to be prioritized to two distinct decision criteria, helping
the team to overcome personal biases and preferences and
look at the contribution of the items in a more objective
manner. |
7 |
Planning
Questions Guide |
|
A
list of questions to guide your planning discussions with
the Project Sponsor. |
| 8 |
Process
Improvement Framework |
|
A
framework that describes the high-level steps involved
in Process Improvement Initiatives |
| 9 |
Process
Map - Sample |
|
A
sample process map showing the conventions and layout
of a standard business process. |
10 |
Roles
& Responsibilities Checklist |
|
A
checklist to identify who is responsible for each meeting
planning task. |
| 11 |
Room
Layout Options |
|
Diagrams
to depict how the tables, chairs and equipment should
be set up in the room. |
12 |
Work
Session Invitation |
|
A
template you can alter and use to invite participants
to the upcoming work session. |
