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Self Managed
Owners - Workshop 3
Owners Workshop 3 - Prework
Each team member to complete the team assessment The person responsible for integ
Owners Workshop 3 - Facilitation Notes
Outcomes Agreement on an integrated vision and a plan for its communication Learn
Owners Workshop 3 - Check-in
1. Check-in using the I-WE-IT model I How are you? What's the status of your enga
Owners Workshop 3 - Ratify the vision
1. Discuss the integrated vision The leader of the team will present what they ha
Owners Workshop 3 - TPS
Understand the importance of trust and psychological safety for this meeting. Any
Owners Workshop 3 - Organisational Health
What is the current performance & health of the organisation? Discuss this fo
Owners Workshop 3 - Financial Health
Some potential topics to discuss: Provide clarity with regard to working capital
Owners Workshop 3 - Director Responsibilities
Any decisions for the owner-directors to take?
Owners Workshop 3 - ownership and succession
Any discussion required on succession of the owners?
Owners Workshop 3 - Entrepreneurship
Are there any potential ventures and/or investments to be discussed?
Owners Workshop 3 - Check Out
How was the session? What is your main takeaway? Have we got our upcoming quarter
Owners Workshop 3 - Actions
Review the actions on the board.
Owners Workshop 3 - Standard Agenda
Up until this point, the agendas have been designed to get you to complete the vi