This bundle is designed for leaders, consultants, and facilitators who want a structured way to move from frustration with meetings to a focused improvement plan.

Instead of jumping straight to tactics, the materials guide you through a light assessment of current meeting practices and then help you translate what you see into a realistic plan. The emphasis is on clarity, prioritization, and follow-through rather than wholesale reinvention.

What’s included:

• Create a Plan for Better Team Meetings (PDF): A guided workbook that walks you through assessing meeting quality, identifying the biggest sources of friction, and deciding where to focus first.

• Meeting Assessment Tool (Excel): A simple, editable worksheet for capturing input, spotting patterns, and grounding planning conversations in shared observations.

What this is for:

• Kicking off a meeting improvement effort without overengineering it

• Creating a shared view of what is and is not working in team meetings

• Turning scattered complaints into a short list of priorities

• Supporting internal leaders or client teams in making deliberate, visible changes

This bundle works best as a starting point. It creates enough structure to align the group, make tradeoffs explicit, and set direction before investing in deeper training or system changes.