- Time: 2.5 hours
- Participants: 3+
- Difficulty: Easy
- Facilitators: 1
Objectives
- Understand what’s currently working and what’s holding the team back
- Identify strengths worth scaling and limitations worth addressing
- Explore the risks of inaction to create urgency and focus
- Align the team on near-term opportunities and priorities
- Build a shared foundation for strategic decisions and collaboration
When should this session be delivered?
This workshop is best delivered when a team needs to reflect on their present state before diving into strategy, change, or growth.
It’s especially valuable:
- Before diving into a visioning activity
- Before a planning retreat or strategic offsite
- During times of transition or change
- As a reset to reconnect teams and surface shared understanding
By focusing the team on what matters most right now, this session supports momentum and direction.
By guiding participants through a collaborative conversation on what’s working and what’s not, this session builds alignment and surfaces insight that might otherwise stay unspoken. It’s a practical and powerful way to take stock before taking action.
This interactive session is ideal for teams preparing for strategy work, undergoing change, or looking to reset after a period of flux.
Who can facilitate it?
- Project Managers looking to align stakeholders and teams.
- Team Leaders seeking to improve team dynamics and collaboration.
- External Consultants specializing in team effectiveness.
- HR or Organizational Development professionals focusing on culture and performance.
Check out the template details including step-by-step plan with instructions, timings, printable schedule and more
About the author
MeetingMakers
MeetingMakers is a facilitation practice and a community. As a practice, we offer in-house workshops, meeting coaching and expert facilitation. We work with you as facilitators or design partners to design and deliver inclusive, engaging and productive meetings with lasting impact.
As a community, we provide training through our academy, conversation through our Facebook group and ongoing learning through our podcast (This Meeting Sucks) to help you lead successful meetings yourself. No matter how you work with us, once you do, you’re a “MeetingMaker”—someone who believes that better meetings lead to mission success.
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