Barbara J. Smith, University of Colorado Denver, September 2010

The purpose of this Team Meeting Tool Kit is to pull together in one place several resources, tools, and samples that we know help make team meetings productive and enjoyable. Using these tools can improve ownership of and engagement in team meetings and decisions. Team meetings need to encourage collaborative thinking and decision making. This tool kit is comprised of background resources, templates and samples of meeting tools and activities that can facilitate that outcome.

TACSEI and CSEFEL are partnering with States to build state-wide professional development systems that implement and sustain the Pyramid Model. Many of the resources in this tool kit are adapted from a state planning tool kit that is on the CSEFEL website on the page that includes the work of the states. TACSEI also has a web page that reflects the work in the TACSEI partner states. The state work is evolving and progressing. It is not static. Frequent visits to the CSEFEL and TACSEI state web pages and the pages of the state teams will keep you updated on products, plans and meeting resources that are being used at the state level by state collaborative teams.

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The resources in this tool kit are arranged below by:

1. Background Resources-provide an overview of the Pyramid Model planning approach (these should be reviewed by all team members early on)


2. Team Meeting Tools and Templates-help ensure team meetings are efficient and productive

Background Resources

There are two, short (approximately 10-15 minute) voice-over power presentations on the CSEFEL state page under “New State Resources”. We encourage all planning team members to visit these important summaries of our approach. Teams can use these as resources for their first meeting, orienting new team members, as well as public awareness to important constituents and agency heads.

• The CSEFEL and State Implementation Partnerships: An Overview by Roxane Kaufman
  This presentation provides an overview of the Pyramid Model state planning purpose.
   


• Effective Collaborative Leadership and Teaming Strategies by Barbara J. Smith
  This presentation provides an overview of effective strategies for teams.
   

Team Meeting Tools and Templates

These templates are provided for your use. We have found them to be effective. You may put your team’s logo on them and modify them to meet your needs and to encourage team ownership of the process.

• Sample agenda for first meeting (can also use logic models-see below, and the voice over power point presentations noted above)


• meeting agenda sample


• meeting agenda template


• meeting evaluations


• meeting summaries


• meeting role assignments


• action plans

Ground Rules & Logistics for effective meetings

Sample of ground rules