ABCD
1
MODERATOR MEETING SELF-AUDIT
2
MODERATOR: RANKMONTH:
3
Preparation YESNOCOMMENTS
4
Meeting email in advance as a reminder
5
You know who will be absent, late or needs to leave early
6
Strategy for effective meeting was determined
7
Agenda completed
8
Layout of meeting agenda, Tent cards, water, seating adequately apart, easel, markers, etc
9
SP contacted for being present
10
Meeting StructureYESNOCOMMENTS
11
Start on time, if not why
12
Food present, if applicable
13
Knowledge of where members are if not on time: did you text or call prior to the meeting starting to find out?
14
Let members present know where absent members are
15
Announcements?
16
Strategic Partner present as a welcome or a speaker
17
MyTransition : checkin in personally (mindset), thoughtful business question, follow up on status of COPI processing last time, commitments last time, and get a COPI from everyone and rank
18
MyTransition Best Practice: was this kept tight and within in the timeframe. Did all members speak to each section vs not one member through all the questions and then another member and so on?
19
Perspective Report: Did a member present; did you ask what they needed from the group before starting; did you ask the members their insights and feedback to the member presenting before processing their COPI?
20
COPI: did you follow the process? Were the COPI's ranked by the members?
21
COPI: Were at least 2 processed?
22
SP or/ and Roundtable Topic: was this planned? How effective was the discussion?
23
Perspective Report and/or strat plan presentation
24
Guest speaker: relevancy/content
25
Commitments (not goals) for the upcoming month
26
Status of yearly progress goal check-in (occasionally)
27
Value received (end on this last question)
28
End on time: if not, why
29
Culture of the CouncilYESNOCOMMENTS
30
Member rapport with each other
31
Member level of trust
32
Member responsiveness to moderator respect/facilitation
33
Member level of commitment to each other
34
Member level of transparency
35
Members present and engaged
36
Member guidelines established and respected
37
ModeratingYESNOCOMMENTS
38
Time management: breaks when needed and start/stop
39
Members understanding of the process
40
Smooth transition between conversations
41
Did you ask open ended questions? Not yes/no
42
Did you keep your opinions to yourself
43
Did you offer your insights last after each member gave theirs during COPI
44
Member expertise exploited: member first
45
Quiet control over member interactions
46
Accessing the needs of the members and adjusting
47
All members gave input into the solutions/ discussions: you called on each member for their perspective
48
Accessing the priority of COPI
49
New member introduction (if applicable)
50
What value did you receive was the very last thing to end the meeting
51
Member YESNOCOMMENTS
52
attendance %
53
participation from all?
54
did each member receive value: your opinion
55
General Comments: What did you do well, what needs changed for next time?
56
57
58
59
60
Actions/Follow upsDue DateResponsible
61
62
63
64
65
66