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Planning Template

Meeting Purpose Canvas

A one-page planning guide that helps teams decide whether to meet and design a useful session when they do.

K–12Team leaders

Before adding a meeting to the calendar, answer these five prompts.

The canvas

  1. Purpose: What must be different by the end of this time?
  2. People: Whose perspective or authority is essential?
  3. Preparation: What can participants read, notice, or decide beforehand?
  4. Process: What conversation or activity will produce the outcome?
  5. Product: What decision, draft, list, or next step will leave the room?

If the purpose can be met through a clear update or an individual decision, choose that path instead.

Facilitation note

Place the purpose and intended product at the top of the agenda. End by naming the owner and timing of every next step.

Want help adapting this tool?

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