Meeting Planning & Facilitation

Effective meeting planning helps QI teams stay focused, make decisions, and maintain momentum. With a clear purpose, the right participants, and thoughtful facilitation, meetings become a space for collaboration, reflection, and progress. Strong facilitation also supports psychological safety by giving everyone a chance to speak, including quieter members of the team.

Key Steps

• Define the purpose. Identify what the meeting should accomplish and how it supports your improvement goals.
• Set up the team for success. Invite the right participants, share pre work, and clarify expectations so everyone arrives ready to contribute.
• Plan the process. Create a simple timed agenda, outline decision making steps, and identify who will facilitate each section.
• Confirm next steps. End with clear action items, owners, and follow up plans to ensure accountability and continued progress.