Kickoff Planning and Facilitator Guide
The Kickoff Planning and Facilitator guide provides timings, scripts, action items, and related resources for a two-hour in-person or virtual kickoff meeting.
Download Planning and Facilitator Guide: DOC | PDF
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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
General Meeting Information Checklist | A brief checklist to gather key points about your program's Kickoff, e.g. purpose, data, time, and participants. | DOC | |
Meeting Preparation Checklist | A checklist to manage the logistical tasks of the Kickoff, including scheduling, collaboration tool identification and testing, and agenda and participant list development. | DOC | |
Meeting Setup Checklist: In Person | A checklist to manage the logistical tasks specific to an in-person Kickoff meeting. | DOC | |
Meeting Setup Checklist: Virtual | A checklist to manage the logistical tasks specific to a virtual Kickoff meeting. | DOC | |
Post-Meeting Checklist | A checklist to manage post-meeting follow up tasks. | DOC |