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Meeting Management Tools

These templates (e.g., agenda, action plan, etc.) can be used by improvement team facilitators and coaches to prepare for meetings and organize a team’s work.

This packet includes several templates that can support improvement leaders to prepare for and facilitate productive meetings, document decisions and next steps, and follow up with team members. It includes templates for agendas, notetaking, documenting meeting outcomes, and debriefing. These templates are intended to serve as examples and can be adapted as needed.

Download Meeting Management Tools (PDF)

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