Use this guide if you are convening a standalone meeting or if you are requesting time to bring this topic to a standing meeting you don't own. Not sure how to decide? Use this resource first.
Use this when: You've done the research and have a proposal, design, or recommendation to share, and the decision is too complex or too high-stakes for one person to make alone. You need perspectives from the people closest to the work before you move forward.
As the person driving this decision-making process, you prepare a summary including:
Share this as a pre-read or a brief memo at the start of the meeting.
*General roles outlined were inspired by Bain & Company's RAPID decision-making framework. This general agenda can be adjusted for any roles framework you use in your organization, so use whatever terms fit your organization.
| Time | What | How |
|---|---|---|
| 1 min | Opening | State the objective |
| 5–8 min | Present the problem/opportunity and the decision-making process underway | Walk through the summary. Format options: a short presentation, a memo people read silently, or a one-pager on screen. Adjust the time for this section based on whether you shared a pre-read in advance. |
| 3 min | Silent reflection | Everyone jots down: What questions do you have? What concerns you? What's missing? |
| 10 min | Group engagement | Choose one approach: |
| Option A — Open discussion: Prompt the group: "What questions are still unanswered? What could go wrong? What sounds right so far?" Capture key themes. | ||
| Option B — Small groups, one question each: Assign each small group one of the three questions (What questions are still unanswered? What could go wrong? What sounds right so far?). Groups discuss for 5 minutes, then share back with the group. | ||
| Option C — Flip chart stations: Post each question on a separate flip chart or whiteboard section. Everyone rotates and adds sticky notes or written contributions to each. | ||
| 2 min | Debrief/processing questions | “What themes or patterns did you notice? Here's what I'm hearing is... What did I miss? What's the most important concern to address before moving forward?" |
| 3 min | Close and follow-up plan | Agree on a follow-up plan: who gathers remaining input, timeline for when the recommendation will be presented, and how you'll close the loop with the group once the decision is final. |
Estimated total: 25–30 minutes