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Owners Workshop 2 - Facilitation Notes

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 April 24th, 2025

Outcomes

  • Shared understanding of the adapt team model and how it applies to this team
  • An integrated vision for the team
  • Set up a team assessment

Preparation

  • Email participants information on venue, timing, logistics
  • Revise agenda in the platform and tweak as appropriate
  • Follow up with owners on their vision work – typically it’s hard to do and they may need extra support
  • Set up room – projector, whiteboard and pens

NOTE: Timing will depend hugely on the number of owners and their alignment. Usually the owner with the biggest shareholder will take the individual visions and integrates them into one spreadsheet before the next session.

Agenda tips

Building trust and psychological safety - chances are the people in the room will say it is good. You might need to push them to explain why they feel that way. Then ask each owner: What would increase T&PS in this team? What could the other owner do more of/less of… 
Capture this on the whiteboard or platform and encourage them to get into this practice (if they don’t already) of sharing and being open.

 

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