Tools and Templates

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!

For additional templates from our new book "The Project Meeting Facilitator", click here.

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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.

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