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Ramp-Up Meet Follow-Up

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Every meeting has three parts:
Ramp-Up, Meet, Follow-Up.

Ramp-Up Meet Follow-Up

• Collect data -
• Survey or interview ROLES
stakeholders • Set goals and performance metrics
• Assign advance reading • Owner • Communicate actions, decisions, insights
• Collect case studies
• Track and report on progress, status
• Prepare Purpose, Outcomes, • Item leaders
Approach, Deliverables • Plan-Do-Review
• Review prepared • Recorder
materials with • Plan next meeting
agenda item • Facilitator
owners
• Assign • Attendees
attendees
meeting
roles,
tasks

TIME

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 Date: _____________

Meeting POAD Template Time: _____________

Location: _____________
Owner: _______________ Facilitator: _______________ Recorder: _______________

PURPOSE APPROACH DELIVERABLES

• Participants •
• • Required: ___________________________________
• •
• _____________________________________________
• • Optional: ___________________________________
•
OUTCOMES _____________________________________________
•Hard Outcomes • Preparation:
o o •
o
o o
o •
o
• Session:
o o
o
o
• Soft Outcomes o
o o

o  Follow-up
o
o o
o