We just did our first leadership development review. Yay! I’d love for us to have a template so that it’ll be easier for people to do leadership reviews in the future.
Helpful materials
- Emmanuela’s Leadership Development Review Notes
- Sociocracy for All
- Example of Internal Comms’s Circle Meeting Notes Template
- SoFA Facebook Group discussion
Brainstorm of agenda template
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Focus person name in title
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Skiplinks
- Meeting notes
- Google folder? (does each member have a folder?)
- Hub topic? (does each member have a Hub topic?)
- Plans? Same doc or different doc?
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Pre-meeting
- List who needs to be part of the review:
- at least one-two members of each circle you’re part of
- at least one-two members of each circle you collaborate with a lot
- any external stakeholders like partners, contributors, and/or initiatives
- confirmation that the overall makeup of members of the review represents all relevant and related levels from the organization, knows the focus person well, and includes a variety of voices
- Appoint facilitator (with their consent)
- Gathers relevant documents like projects completed, training completed, work samples
. - Schedule meeting date / facilitator sends out agenda
- List who needs to be part of the review:
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Meeting Agenda
- Checkins
- ADMIN
- Norms
- Consent to Agenda
- Understand
- Review role description(s), previous leadership development plans (focus person presents, rounds for clarifications)
- did well round (focus person starts and ends)
- could do better round (concrete examples, advice comes later!) (focus person starts and ends)
- Explore
- Leadership development areas (as many rounds as necessary)
- Leadership development plan ideas (including measurements and timeline) (as many rounds as necessary)
- Leadership development plan proposal (in real time if easy or outline here but complete outside of meeting)
- Decide
- clarifying questions round
- consent to the leadership development plan and/or consent to plan for proposing and consenting to leadership development plan
- Backlog
- Next Steps
- Check-out/Meeting evaluation
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Post-meeting
- Announcements
- Meeting report
- Update internal comms systems (to be created)
Brainstorm of plan template
- Name of focus person in the title
- Name of leadership coach
- Start date, check-in dates, and end date
- Menu of options (training, leadership coach, etc.)
- TBD