DOWNLOAD COMPLETE GUIDE AS DOC | DOWNLOAD COMPLETE GUIDE AS PDF
Kickoff Planning and Facilitator Guide
title | General Meeting Information |
---|
Meeting title
Feel free to add/edit
Purpose / Outcomes
Feel free to add/edit
- Achieve consensus on program’s current sustainability status
- Identify and prioritize goals for the ITAV analysis
- Identify program staff/stakeholders responsible for moving the analysis forward
Download as DOC | Download as PDF
title | Preparation Checklist |
---|
Task
Person Responsible
Date Due
Identify managers of Kickoff process
Identify potential participants, including facilitators, presenters, attendees, observers, etc.
Read through Planning Activity: It Takes a Village Analysis Kickoff
Finalize list of participants and identify facilitator
Determine meeting environment (physical, virtual, hybrid)
Schedule event
In person: reserve meeting space
Virtual: determine virtual platform
Review resources and templates, customize for program
In person: identify materials needed
Virtual: identify collaboration tools
Finalize agenda, share with participants
Virtual: conduct tech rehearsal
Download as DOC | Download as PDF
title | Meeting Setup: In-Person |
---|
Location
Supplies
AV setup - projection, amplification
Dedicated presenter laptop
Extension cords and cables
Supplies - whiteboards, flipcharts, pens, markers, etc.
Room setup
E.g., theater, classroom, rounds, u-shaped
Confirm any accommodations needed
Refreshments
Confirm restrictions with attendees
Additional requirements
Expand | ||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Confirm if login or advance signup is necessary | |||||||||||||||||||||||||||||
Virtual collaboration tools | Confirm if login or advance signup is necessary | |||||||||||||||||||||||||||||
Transcript or Closed Captioning | Confirm is meeting can be transcribed or captioned Confirm intended use of transcript after meeting | |||||||||||||||||||||||||||||
Recording | Confirm if meeting can be recorded Confirm permission to record with attendees Confirm intended use of recording after meeting | Additional requirements | ||||||||||||||||||||||||||||
Expand | ||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||
Download as DOC | Download as PDF |
Meeting Facilitation Resources
ITAV Kickoff Introduction Slides | A short introduction to the ITAV Framework and to the Kickoff process for meeting attendees. The slides can be adapted for your program and include a suggested script. | DOC | |
ITAV Core Data Template | The Core Data Template should be filled out by program leadership / program management participants before the Kickoff event and presented to attendees during the event. It provides a baseline of information about the program's current sustainability status to all Kickoff attendees. | DOC | |
ITAV Phase Analysis Checklist & Related Materials | Phase Analysis Checklist - a list of all Moving Forward Objectives in the Guidebook and is used during the Kickoff to determine what progress a program has made in achieving the Objectives, and which Objectives are the highest priority to achieve or sustain. | DOC | |
Phase Analysis Checklist Slides - all Moving Forward Objective in slideshow format; one Objective per slide. | PPT Google Slides Link | ||
Phase Analysis Checklist Strategy Guide: In-Person - a detailed script and facilitation suggestions for completing the Phase Analysis Checklist during an in-person meeting. | DOC | ||
Phase Analysis Checklist Strategy Guide: Virtual - a detailed script and facilitation suggestions for completing the Phase Analysis Checklist during a virtual meeting. | DOC | ||
ITAV Analysis Project Planning Template | The Project Planning Template is completed at the end of the Kickoff meeting, and provides a place to note the outcomes of the Kickoff, and determine roles and timelines for moving forward. | DOC | |
ITAV Analysis Activity Selection | Activity Selection is used to help choose the Toolkit Activities related to the high priority Objectives identified. This is a separate meeting from the Kickoff and can be completed synchronously or asynchronously. | DOC |
Meeting Planning Resources - In Person or Virtual
Expand | ||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||||
|
Download as DOC | Download as PDF
Expand | ||||||||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||||||||||||||||||||||||||
|
Download as DOC | Download as PDF
Expand | ||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||||||||||||||
|
Expand | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||
|
Download as DOC | Download as PDF
Expand | |||||||||
---|---|---|---|---|---|---|---|---|---|
| |||||||||
|
Download as DOC | Download as PDF