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The materials outline meeting purpose and preparation through an initial planning worksheet, then provide agenda-building tips covering participation methods, appropriate timing for presenters, learning styles, acknowledgements, breaks, and closing with clear next steps. They also describe facilitation practices such as early setup, technology run-throughs, start-time announcements, and keeping discussions on track with strategies for side conversations and circular debates.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/facilitation-plan-templates-meeting-planning-guide-engage/243109/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/facilitation-plan-templates-meeting-planning-guide-engage/243109.png","ImageObject",442,249,{"name":88,"@type":89},"\tCallum ","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-19","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":15},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What is the purpose of a facilitation plan template in this document?","Question",{"text":108,"@type":109},"It provides a structure for running an effective and smooth meeting and helps plan for potential issues that might go wrong.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How do the templates differ between in-person and virtual meetings?",{"text":113,"@type":109},"The in-person template focuses on room setup and physical logistics, while the virtual template emphasizes technology testing, setup polling, social media account checks, rosters, soundchecks, and loading presentations.",{"name":115,"@type":106,"acceptedAnswer":116},"What guidance is given for building a successful agenda?",{"text":117,"@type":109},"The document recommends ensuring multiple voices are heard, using suitable icebreakers, limiting presenter time, creating structured opportunities for everyone to speak, considering learning styles, scheduling short breaks, and using a clear method to close with next steps and announcements.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},243109,1791746389,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":15,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":135,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":76},137451211410,"https://ap-avatar.wpscdn.com/avatar/2000bb0a9246f588df?x-image-process=image/resize,m_fixed,w_180,h_180&k=1786362646172706240","Pillar 3: ENGAGE  \nFacilitation Plan Templates  \nPurpose of this template: To develop a structure for an effective (and smooth running) meeting and plan for what might go wrong.  \nDirections: Use this template to begin creating a facilitation plan similar to the table below. The following tips provide guidance when planning a meeting/event. After the initial attempt at a facilitation plan, it is a good practice to connect with stakeholders to fill in gaps and check your assumptions.  \nIn-Person Meeting Facilitation Plan Template  \n\n| \\# | Time | Duration (in minutes) | Agenda Item | Lead Person | Notes/Logistics |\n| --- | --- | --- | --- | --- | --- |\n| 0 | 8:00 am | 60 mins | Room Setup | John Doe | Set up tables, chairs, screen, food prep, posters/easels |\n| 1 | 9:00 am | 15 mins | Welcome and Introductions | Jane Doe ,\u003Cbr>Facilitator | Handout Agenda |\n| 2 | 9:15 am |  |  |  |  |\n| 3 |  |  |  |  |  |\n| 4 |  |  |  |  |  |\n| 5 |  |  |  |  |  |\n| 6 |  |  |  |  |  |\n| 7 |  |  |  |  |  |\n| 8 |  |  |  |  |  |\n| 9 |  |  |  |  |  |\n| 10 |  |  |  |  |  |\n| 11 |  |  |  |  |  |\n\nVirtual Meeting Facilitation Plan Template  \n\n| \\# | Time | Duration (in minutes) | Agenda Item | Lead Person | Notes/Logistics |\n| --- | --- | --- | --- | --- | --- |\n| 0 | 8:00 am | 60 mins | Tech run through | John Doe,\u003Cbr>Jane Doe | Test translation, setup polling, check social media accounts, gather rosters, soundchecks, load presentations |\n| 1 | 9:00 am | 15 mins | Welcome and Introductions | Jane Doe,\u003Cbr>Facilitator |  |\n| 2 | 9:15 am |  |  |  |  |\n| 3 |  |  |  |  |  |\n| 4 |  |  |  |  |  |\n| 5 |  |  |  |  |  |\n| 6 |  |  |  |  |  |\n| 7 |  |  |  |  |  |\n| 8 |  |  |  |  |  |\n| 9 |  |  |  |  |  |\n| 10 |  |  |  |  |  |\n| 11 |  |  |  |  |  |\n| 12 |  |  |  |  |  |\n\nMeeting Planning Worksheet  \nInitial Preparation  \n\n| Item Fill in |  |\n| --- | --- |\n| Why is the meeting being held? |  |\n| What is the purpose of the meeting? Why are we gathering? |  |\n| What tasks are planned? |  |\n| What are the goals of the meeting? |  |\n| Is this meeting part of a larger goal/ effort? |  |\n| Who is invited? Are the right people there? |  |\n| When is the meeting to beheld? How much time is planned for the meeting? Is it the right amount of time? |  |\n| Where or on what platform is the meeting to be held? Is the location or platform accessible for the audience? |  |\n| Is the meeting room set up properly? OR Have all tech logistics been considered? |  |\n\nTips for Building a Successful Agenda  \n1. Ensure multiple voices are heard (not just yours as facilitator) as far as presenters.  \n2. Use icebreakers that create opportunities for participants to know who is in the room and build relationships if possible.  \n3. Consider appropriate length for presenters. Ideally do not present information “at” people for more than 10 minutes.  \n4. Will there be an opportunity for everyone to speak?  \na. Structured opportunities for all to speak include:  \n• Pairs. Have ”neighbors” (or dyads) discuss an issue  \n• Structured Go Around. Have each person share a thought on an issue  \n• [To a lesser degree but another option] Divide group into two “sides” of room (two medium size groups)  \n• Virtual break out groups  \n5. Consider learning styles (visual, tactile, auditory, etc.) .  \n6. Acknowledge the efforts of those who helped plan the meeting and/or those who have completed action items from the previous meeting.  \n7. Provide short 5-10 minute breaks for participants every couple of hours.  \n8. Consider the final “take away” your most influential members will leave with.  \n9. Always use a method that properly closes out a meeting. Provide next steps, any follow ups and/or announcements.  \nGetting Buy-in for Your Agenda  \nMake Individual Contact  \nAfter you have created a draft agenda , consider reaching out to one to three key meeting participants to ensure the desired meeting goals and related agenda content make sense to them. Adjust accordingly.  \nCreate a Design Team  \nFor ongoing group mee","cbCaii5aHyzXPCqx","https://ap.wps.com/l/cbCaii5aHyzXPCqx","pdf",224634,8,"English","# In-Person Meeting Facilitation Plan Template\n## Agenda and logistics table\n# Virtual Meeting Facilitation Plan Template\n## Agenda and logistics table\n# Meeting Planning Worksheet\n## Initial preparation questions\n# Tips for Building a Successful Agenda\n## Participation, timing, learning styles, breaks, closure\n# Getting Buy-in for Your Agenda\n## Individual contact, design team, materials, refreshments\n# Facilitating the Meeting\n## Setup, start on time, keep the meeting on track","[{\"question\":\"What is the purpose of a facilitation plan template in this document?\",\"answer\":\"It provides a structure for running an effective and smooth meeting and helps plan for potential issues that might go wrong.\"},{\"question\":\"How do the templates differ between in-person and virtual meetings?\",\"answer\":\"The in-person template focuses on room setup and physical logistics, while the virtual template emphasizes technology testing, setup polling, social media account checks, rosters, soundchecks, and loading presentations.\"},{\"question\":\"What guidance is given for building a successful agenda?\",\"answer\":\"The document recommends ensuring multiple voices are heard, using suitable icebreakers, limiting presenter time, creating structured opportunities for everyone to speak, considering learning styles, scheduling short breaks, and using a clear method to close with next steps and announcements.\"}]","Facilitation Plan Templates - Meeting Planning Guide - Engage | PDF",1789200118]