Templates from "The Project Meeting Facilitator"

Tammy Adams, Jan Means, and Michael Spivey

Have you ever been involved in a project that didn't require a meeting?  Neither have we.  Well-run project meetings allow teams to get through the maze of distractions and obstacles to achieve results.  Unfortunately many project meetings aren’t well-run.  They are viewed by team members as unproductive, tedious, wastes of precious time.  But you can change that.  The Project Meeting Facilitator contains practical techniques and practices that will help you facilitate your meetings more effectively; transforming them into well-planned, well-managed journeys that engage the team while achieving the intended goals. 

The following templates are offered as part of our new book:

TEMPLATE NAME

FILE TYPE

CHAPTERS REFERENCED 

 Action Item Template

Excel

Chapter 3

 Agenda Template

Word

Chapter 3

 Facilitated Meeting Planning Guide

Word

Chapter 3

 Force Field Analysis Table

Word

Chapter 4

 Glossary Template

Word

Chapter 3

 Gradients of Agreement

Word

Chapter 4

 Ground Rules

Word

Chapter 3

 Impact Matrix

Excel

Chapter 4

 Key Participant Checklist

Excel

Chapter 5

Chapter 7

Chapter 9

 Lessons Learned Template

Excel

Chapter 6

 Meeting Participants & Role Definition Matrix

Word

Chapter 5

 Meeting Preparation Checklist

Word

Chapter 3

Chapter 5

 Meeting Roundtable Template

Word

Chapter 3

 Participant Contact List

Word

Chapter 5

 Process Change Summary (One-Pager)

Word

Chapter 3

 Project Meeting Roadmap

Word

Section II Intro

 Project Meetings By Phase

Word

Section II Intro

 RACI Matrix

Excel

Chapter 8

Here's what our early readers are saying...

“Being a facilitative project manager may seem like an oxymoron to some, but it is the underlying success criteria in most collaborative environments and is the underlying theme throughout The Project Meeting Facilitator.  The book is focused on traditional project meeting facilitation techniques but is easily applied in more iterative approaches like Agile, Lean or Design-Build methodologies.

David Spann, Certified Professional Facilitator

Past MBA Director at Westminster College, Salt Lake City, Utah

President, Agile Adaptive Management

“Every project manager should read this—all need this skill and this book provides clear, straightforward, easy to follow, guidance for better meetings and more successful projects based on the sound project management and facilitation experience of the authors.”

Gary Rush, Certified Professional Facilitator

President, MGR Consulting

“Jan, Tammy, and Michael have done it again!  Their previous masterwork, Facilitating the Project Lifecycle, was a must-have for every project manager. This time their focus is even sharper:  a whole book devoted specifically to the facilitator's role—and to the skills and mindset required to execute that role effectively. This book is so loaded with tools, techniques and templates that even seasoned project managers will keep their copies close at hand.”

Sam Kaner, Author

Facilitator's Guide to Participatory Decision Making

 

“For anyone thrown into the stormy world of managing project meetings and herding humans, The Project Meeting Facilitator provides the definitive survival kit to enable the preparation, management and successful achievement of results from the necessary evil of project meetings. Tammy Adams, Jan Means and Michael Spivey have combined their years of experience in real world facilitation and teaching to provide any facilitator with a ‘Who, What, When and When Not’ guide, supported by real tools, examples and pitfalls.”

Dale Carr, Manager

Business Analysis 

 

 

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