8/3/2019 Facilitated Session Checklist

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Facilitated Session Checklist

Introduce the Session Manage the Agenda

Welcome the Participants Open the Agenda Item

____ Greet participants as they enter. ____ Introduce the agenda step.

____ Direct participants to pick up name tents. ____ Describe the purpose of the item.

____ Direct participants to their seats. Explain Technique

____ Direct observers to their seats. ____ Explain the terminology.

____ Offer refreshments. ____ Perform warm up activity.

____ Pass around attendance log. Conduct Technique to Address Item

Make Introductions ____ Apply techniques.

____ Introduce session facilitator and documenters. ____ Develop deliverables if required.

____ Introduce project sponsor. Document Consensus

____ Introduce project manager. ____ Document results.

____ Introduce project team. ____ Summarize conclusions reached.

____ Have participants introduce themselves. ____ Obtain closure on agenda item.

State the Purpose of the Meeting Document Open Issues

____ Have project sponsor express support. ____ Post Action Items and Open Issues.

____ Have project sponsor explain project scope andobjectives.

____ State the session goals and objectives.

____ Determine target data for resolution.

____ Determine who will take responsibility for eachitem.

Introduce the Agenda Distribute Preliminary Documentation

____ Post the agenda. ____ Assemble and distribute for review.

____ Briefly describe each agenda step. ____ Review with group as needed.

____ Review session evaluation approach. Review Consensus

Review Administrative Information____ Obtain consensus from participants and projectteam.____ Explain lunch plans.

____ Explain break schedule.

____ Identify location of restrooms. Conclude the Session

____ Review arrangements for messages.

____ Review final day schedule/participant departure.

____ Review emergency procedures.

Explain Roles and Responsibilities

____ Session facilitator

____ Documenter

____ Project Sponsor

____ Project Manager

____ Participants____ Observers

Explain the Ground Rules

____ Post the ground rules.

____ Explain importance of ground rules.

____ Ask for additions or changes to ground rules.

____ Check for consensus on ground rules.

Closing the Session____ Thank the participants for their hard work.____ Praise them for their involvement and

accomplishments.____ Summarize the accomplishments.____ Obtain closing remarks from project sponsor.____ Ask project manager to explain the next steps

and describe resulting documents, if any.

Complete Session Evaluation

____ Distribute and collect evaluation forms.

Break Down the Room____ Remove and gather all flip-chart information.____ Remove all facilitation and personal materials.____ Coordinate room clean-up as applicable.