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Roles: What are the duties needed to get the work done? Who will take notes? Who will keep meetings on track/time? Who is responsible for tracking actions?

  • Note-takingNotetaker: rotate among Step A members? rotate among attendees?

  • Facilitating meetingsFacilitator: timekeeping, agenda building (including estimating time for items), facilitating the meeting

  • Timekeeping: keep people aware of time and help them use it productively

  • Tracking actions:


What are our expectations for working together? Create a list of statements that the team agrees to uphold. For example, ask yourself: How do we make this group a safe space for transparent discussion (knowing that it might become contentious, and avoid back-channeling)? What are our ground rules for meetings? How do we ensure everyone is engaged? How do we ensure everyone has a voice? How will we resolve disagreements?

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