Sample Agenda Template For First Change Team Meeting

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Sample Agenda for First Change Team Meeting
Date: MM/DD/YY Time: _______ Location: ___________
Minute taker: name1 Time keeper: name2
Topic 
Who 
Description 
Time 
Call to Order &
Change
Call meeting to order and introduce all participants.
10 min
Introductions
Leader
(Allow more time if team members have not worked
 
 
 
together before.) Ask for volunteers to take notes and
keep track of time.
Walk-through
Change
Understand and Involve the Customer: Walk-through
15 min
 
discussion
Leader
results
 
and team
Discuss lessons learned and perspectives on the walk-
 
through experience
Review of
Change
Describe the project’s purpose and aims. Document
15 min
 
project
Leader
questions to take back to Executive Sponsor.
purpose
Review team
Change
Discuss level of participation expected of team
5 min
 
member
Leader
members. Cover the following responsibilities of the
responsibilities
 
Change Team:
 
• Participates in meetings
• Volunteers to carry out the team’s work
• Learns what works and what doesn’t; collects data to
see if changes are an improvement
• Applies the PDSA
Change Cycle
• Communicates with the staff affected by the changes,
and assures their input is taken into account
• Communicates with the rest of the organization
about both the Team’s successes and its failures.
Review
Change
Discuss the principles, questions, and PDSA Cycle that
15 min
improvement
Leader or
underlie the project format.
 
principles
others
Review project
Change
Present your plan getting the project done. Discuss in
10–20
plan
Leader
general terms what kind of tasks different team members
min
are interested in.
 
Next steps
Change
Plan a PDSA Cycle. Plan other next steps. Assign
10–20
 
 
Leader
responsibilities. Set deadlines. Identify resources
min
 
(people, materials) that team can access.
 
Recap
Any team
Review decisions and assignments. Make sure deadlines
5 min
 
member
are clear. Confirm meeting time and date for next
 
meeting.
Adjourn
 

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