- Introduction—discuss goals and review the agenda of this meeting
- Short description of the initial meeting with the primary client(s) and
a review of the initial request(s) for assistance
- Review of other meetings the PI facilitator has had with key client(s) and
stakeholders
- Summary and discussion of key themes that emerged from these meetings
- Initial description of the desired improved performance and/or new performance
and actual performance as expressed by the key client(s) and stakeholders;
discussion of performance gaps and causes (at least as seen by client and
stakeholder decision-makers)
- Suggest, discuss, alter and obtain agreement on next steps
- Summarize conversation
MEETING OUTPUT: A short “letter of agreement” (or similar
document)
