Meeting Agenda Template

Workshop Goals and Objectives

Important Links:
Workshop Road Map 


1. Objectives: What are the primary objectives you hope to achieve with this workshop? Decide on the number of available spots for the LeanMail training.

2. Success Metrics: How will you measure its success?

Audience and Participants
We need a list of potential participants: First, Last, Email, if possible position.

3. Participants: Who will be the participants, and can you provide details on their roles and levels of influence?

4. Experience Level: What is the current level of familiarity with Lean principles and email management tools?

Workshop Content and Structure
5. Content Focus: Are there specific Lean principles or LeanMail features you want to emphasize more?

6. Customization: Do you prefer a theoretical approach, practical hands-on sessions, or a mix of both?

Logistics and Format
7. Format: Is this workshop going to be online or in-person?

8. Duration: What is the preferred duration for the workshop?

Potential Challenges
9. Challenges: What challenges do you foresee, and how can we address them?

10. Engagement: How can we ensure high engagement and participation?

Follow-up meeting
Post-workshop check-in (25 min. 1 week after the workshop)