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Objective: State the purpose of the group in 25 words or less (brief, energizing). 


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?

  • Convener/Scheduler: Stacy

  • Notetaker: Corliss, backup:

  • Facilitator: Sue, backup:

  • Action items: Courtney

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?

  • We promote a culture of accountability, transparency, and participatory decision making.

    • Bring team challenges to the team

    • Discuss team challenges in open invitation meetings

    • Document notes, procedures, and deliverables for the team

    • It is healthy to discuss and question decisions or situations that affect the team.

    • Ask questions to understand and with empathy

  • We provide innovative opportunities for collaborative discussions.

    • Build a diverse toolkit of communication practices including equal participation, large and small group conversations, and providing space for creative thinking.

  • We strive for consistent procedures and technology practices.

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