Having trouble accomplishing your goals during meetings? More and more, we are wasting time scheduling unnecessary meetings and then holding “meetings after the meeting” to discuss what happened in the meeting and to schedule the next meeting.
This can all be avoided by having a property planned agenda and making sure everyone is prepared, as we explain here: It’s Critical to Make Time for Critical Thinking. This Happy Meeting Plan template is a table in a MS Word document that can conveniently be copied and pasted into your meeting invitation.
The table includes usage suggestions to guide you on the information needed to ensure you adequately set meeting expectations so that you and your team are prepared. For more on elicitation planning, check out our article that shares 3 Key Factors for Building an Elicitation Plan.