learn-facilitation-with-phoebe / Session 2 of 6
Learn Facilitation with Phoebe · Session 2 of 6

Agendas as outcomes

Most agendas are a list of subjects. "Roadmap discussion", "Q3 priorities", "AOB". A subject tells people what to talk about and nothing about when they are finished, so every person arrives with a slightly different meeting in their head and the clock, not the group, decides when each item ends. Tonight we turn each line of an agenda into something you could hold up at the end, give it a purpose and a process, pin it to a clock time, and build Larkfield's 90 minutes backwards from the outcome Jo agreed with the sponsor.

🟡 Core Anyone who writes the invite Bring the outcome line from session 1 45 min
0-3 · Welcome 3-18 · Purpose, outcome, process 18-40 · Build-along: Larkfield's 90 minutes 40-45 · Q&A
Part 0

Where we start

The running case is constructed. At the end of session 1, Jo left Dana, Larkfield's head of product and sponsor, with a one-page contract: the decision (which four of eight candidate items Platform and Growth commit to), the rule (consent among the eleven people in the room), the fallback (at 16:20, Dana decides after hearing the two leads summarise the remaining objections) and the outcome (a one-page list of four items, in order, each with one owner and a first milestone date). Tonight Jo turns that page into the agenda that goes out with the invite. The workshop runs 15:00 to 16:30; every time and number about Larkfield is constructed.

🎫 Clear all three quiz questions to stamp your passport Live = presented in the 45 minutes Self-study = the full depth, after class ★ Build-along = write it yourself

★ What you walk out with tonight. A one-question test that separates a topic from an outcome, a three-field template (purpose, outcome, process) you can fill for any agenda item, a way to set clock times by working back from the end, and a finished 90-minute agenda for a meeting of your own, with a fallback written in before anyone arrives.

Part 1 · covers topic agendas against outcome agendas

A topic is not an item

5 min live

A topic names a subject. An outcome names a thing that will exist when the item is done. The difference looks like wording and behaves like structure: a topic has no finish line, so the item ends when time runs out or when the most senior person loses interest, and the next item starts late. Larkfield's two failed meetings (constructed) both had one-line agendas that said "Roadmap discussion".

SAME THREE SUBJECTS, TWO KINDS OF AGENDA TOPIC AGENDA · wrong way Roadmap discussion ends when? Platform priorities ends when? Growth asks ends when? no finish line: everyone brings a different meeting OUTCOME AGENDA · right way Needs of both teams outcome: a summary each team confirms Options on all 7 open items outcome: one long list on the wall Four items, ranked, consent tested outcome: the list you hold up at 16:30 each line names what exists when it is done Same subjects, same people. Only the right panel tells the room when an item is finished. Larkfield, constructed.
🔍 Click to zoom - a topic is a subject to talk about; an outcome is a thing that exists at the end, and the teal one is the meeting's whole reason to exist
LiveWhy "Roadmap discussion" fails3 min▶

"Roadmap discussion" has no finish line. Nobody can tell, twenty minutes in, whether the item is nearly done or has not started, so nobody can tell whether to push on or move to the next one. The item ends for an outside reason: the clock, a senior person's next meeting, or a long enough silence.

Worse, everyone brings a different meeting. At Larkfield (constructed), Ravi reads "Roadmap discussion" as a chance to explain why the platform needs a quarter of reliability work. Mara reads it as a review of which growth experiments are blocked. Three of the nine team members think it is a status update and bring slides. All of them are on the agenda, and none of them is having the same meeting. That is most of what happened in the two failed attempts.

LiveThe outcome test: could you hold it up at 16:30?2 min▶

An outcome is a noun: a thing that exists when the item is over and did not exist before. "A ranked list of four items." "A summary of each team's needs that the other team has confirmed." "Three options with an owner to cost each one." The test is physical: could you hold it up at the end, on a wall, a sheet or a screen, and could everyone agree it is there?

Verbs fail the test. "Discuss the roadmap", "align on priorities", "explore options" all describe activity, and activity can go on for ever. If an item's wording starts with a verb, ask "and when we have done that, what will exist?" The answer is the outcome. If nobody can answer, the item is not ready to go on the agenda.

Real world

The standing meeting whose agenda never changes. A familiar pattern: a weekly meeting whose invite has said "Updates, Priorities, AOB" for a year. Nobody remembers why it exists, every item ends when the hour does, and decisions are made afterwards in corridors by whoever stayed behind. Rewrite the three lines as outcomes and two things usually happen: one item turns out to have no outcome anyone needs, and the meeting gets shorter.

Part 2 · covers purpose, outcome, process per item

Three fields for every item

5 min live

Kaner and colleagues' Facilitator's Guide to Participatory Decision-Making (third edition, 2014) gives agendas three chapters, 10 to 12, under the heading "Effective Agendas": design principles, desired outcomes, and process design. Those are the chapter titles from the publisher's table of contents; the chapter text was not read, so the three-field method below is presented as common facilitation practice, not as a quotation from the book. The idea is simple: every item carries a purpose, an outcome and a process, and the facilitator designs them in a particular order.

ONE AGENDA ITEM: THREE FIELDS AND A CLOCK TIME 15:10-15:35 · Understanding PURPOSE each team hears the other's reasons before anyone ranks anything OUTCOME a summary of both teams' needs that each team confirms as accurate PROCESS each team states needs, the other team paraphrases, then corrects; Jo charts both THE ROOM READS top to bottom 2 · check it against why the item exists 1 · write this first the noun at the end 3 · then design how a technique and a clock The room reads it top to bottom; the facilitator writes it outcome first. Larkfield, constructed.
🔍 Click to zoom - three fields in reading order, written in a different order: the teal outcome comes first, and the process is chosen to produce it
LivePurpose, outcome, process: what goes in each field3 min▶

Purpose answers "why is this item here, and for whom?" One sentence. It is the field people skip, and the one that tells you an item does not belong: if the honest purpose is "Ravi wants to present his slides", it is a pre-read, not an agenda item.

Outcome answers "what will exist at the end?" A noun that passes the Part 1 test. It is the field the facilitator holds the room to: when the outcome exists, the item is over, even if the clock says there are five minutes left.

Process answers "how, who, and by when?" A named technique, the people involved, and a clock time. At Larkfield (constructed), the understanding item's process is "each team states its needs for five minutes, the other team paraphrases, the first team corrects, Jo charts both", from 15:10 to 15:35.

Self-study"Process" names a technique, never "discuss"3 min▶

"Discuss" is not a process. It is the absence of one: open discussion, where whoever speaks first and longest shapes the item. Open discussion is a legitimate technique, but it should be chosen, not defaulted to. Write the technique by name:

  • A round: each person speaks once, in turn, before anyone speaks twice.
  • Pairs: two people talk for a few minutes, then each pair reports one point.
  • Silent writing: everyone writes on cards for two minutes before anyone talks.
  • Open discussion: named as such, with a facilitator and a stop time.

The choice follows from the outcome. If the outcome is "everyone's view is on the wall", a round or silent writing produces it; open discussion usually produces the views of the three most confident people. Session 3 adds the tools built for divergence and convergence, and session 4 shows what happens to airtime when nobody chooses.

Self-studyWhere the three fields come from, and what is not claimed2 min▶

Kaner's guide devotes chapters 10 to 12 to agendas, titled design principles, desired outcomes and process design. Only the titles were read, via the publisher's table of contents, so nothing here paraphrases what those chapters say. The guide's chapter 1, which was read, presents the Diamond of participatory decision-making as, among other uses, a roadmap for agenda design (p.20); session 3 draws that shape.

Purpose, outcome and process as three fields on each item is widespread in facilitation practice, in many slightly different wordings ("why, what, how" is a common one). No single source owns this exact form. Treat it as a well-worn template, not a finding.

Part 3 · covers time

Clock times, and designing backwards

5 min live

An agenda written top to bottom tends to spend its time at the top: the opening runs long, the first item gets generous minutes, and the decision lands in the last ten minutes, squeezed. Writing it backwards, from the outcome at the end to the opening at the start, puts the protected time where the decision is. At Larkfield (constructed), Jo starts from 16:30 and the one-page list, not from 15:00 and a welcome.

LARKFIELD, 15:00 TO 16:30, WRITTEN FROM THE RIGHT designed right to left: start from the outcome at 16:30 16:20 fallback Dana decides after both leads summarise 5th 4th 3rd 2nd 1st Open givens Understand needs, paraphrase Options 7 open items Decide consent test Close owners outcome 15:00 15:10 15:35 15:55 16:20 16:30 Durations come last: each block gets what is left once the end is fixed. All Larkfield times are constructed.
🔍 Click to zoom - the close and the decision are placed first, so the time they need is protected; the teal line is where the fallback takes over
LiveClock times, not durations1 min▶

Write "15:35-15:55", not "20 minutes": a clock time tells everyone, at a glance, whether the room is on track. The training-room version of this, with full session plans, lives in course design, Delivery 3.

LiveStart from the contract's outcome and work backwards2 min▶

Take the outcome line from your session 1 contract and place it at the end time. Then ask, item by item, moving left: what has to exist just before this, for this to be possible? At Larkfield (constructed): the list with owners exists at 16:30 only if the four items were chosen by 16:20; four items can be chosen by consent only if the options are all on the wall; the options only include combinations that serve both teams if each team has first heard what the other needs; and nobody can engage with any of it until the givens and the rule have been said aloud.

That chain is the agenda. Each link becomes an item, and each item's outcome is the precondition of the next. Durations come last, by dividing what is left, which is why the decision gets 25 minutes and the opening gets 10.

Self-studyBuffers, the 16:20 fallback, and givens read at the start3 min▶

The fallback is the buffer. A 90-minute agenda with no slack will overrun, and the item that pays is the last one, which is usually the one that matters. Jo puts the fallback on the agenda itself, at 16:20, so the room can see it from 15:00: if consent has not been reached by then, Dana decides after hearing Ravi and Mara summarise the remaining objections. A visible fallback is not a threat. It tells the group the clock is real and that the decision will be made either way, which tends to sharpen the last stretch.

Givens go first, out loud. Anything the group cannot change is read in the opening, before discussion: capacity for about four items, item 1 (the compliance deadline) already committed and not one of the four, the candidate list fixed. A given discovered at 16:05 costs the room its decision time; read at 15:02 it costs nobody anything.

Leave a few minutes inside the long items. If the understanding item needs 22 minutes of process, give it 25. When it finishes early, start the next item early; nobody ever complained about that.

Read the times aloud at the start. "We decide between 15:55 and 16:20; if we have not reached consent by 16:20, Dana decides." Saying the clock out loud once makes it shared property, so the facilitator is no longer the only person watching it.

Build-along

Larkfield's 90 minutes, item by item

★ 22 min · everyone builds

Jo writes the agenda for Larkfield's workshop (constructed): 15:00 to 16:30, eleven people, decision by consent, fallback at 16:20. Each step below is one line of the agenda in the three-field form, with a clock time. Fill the same template for a meeting of your own as you go; if you have none coming up, use Larkfield and change the times.

THE AGENDA THAT GOES OUT WITH THE INVITE WORKSHOP OUTCOME · four items, in order, each with one owner and a first milestone date CLOCK PURPOSE OUTCOME PROCESS 15:00-15:10 Opening everyone starts from the same givens and rule givens and consent rule said aloud, no questions open Jo reads the contract; one question round 15:10-15:35 Understanding each team hears the other's reasons first a summary of both teams' needs, confirmed by each each team states needs, the other paraphrases 15:35-15:55 Options surface combinations nobody brought in one long list: all 7 open items plus new combinations diverge first; the tools are in session 3 15:55-16:20 Decision turn the list into a commitment four items, ranked, consent tested converge, then test for consent 16:20-16:30 Close make the decision outlast the room owners, dates and a record everyone saw read back, name owners; session 6 The clock column is what people check from the corridor; the outcome column is what Jo holds the room to.
🔍 Click to zoom - every row passes the outcome test, and every outcome is the precondition of the row below it

Write the outcome of the whole workshop first. Copy it from step 3 of your session 1 contract. It goes at the top of the agenda, above every item, so everyone reads the finish line before the first clock time.

★ Step 1 · the workshop outcomeOutcome (16:30): a one-page list of four roadmap items, in order, each with one owner and a first milestone date, seen by all eleven Yours: at [end time], we will have ____________ Test: could you hold it up at the end? yes / no

Opening, 15:00-15:10. Short, and not a warm-up. Its outcome is that everyone starts from the same givens and the same rule, including the 16:20 fallback, and knows how the afternoon will run.

★ Step 2 · opening15:00-15:10 OPENING Purpose: everyone starts from the same givens and rule Outcome: givens, the consent rule and the 16:20 fallback said aloud; how the afternoon runs is on the wall Process: Jo reads the contract (3 min); one round, each person asks at most one clarifying question Yours: [start]-[start+10] Purpose / Outcome / Process

Understanding, 15:10-15:35. Before anyone ranks anything, each side hears the other's actual reasons. The outcome is not agreement; it is a summary each team confirms as fair to them.

★ Step 3 · understanding15:10-15:35 UNDERSTANDING Purpose: each team hears what the other needs, and why Outcome: a charted summary of both teams' needs; Platform confirms Growth's summary of Platform, and the other way round Process: Platform states needs (5 min), Growth paraphrases, Platform corrects; then swap. Jo charts both. Yours: who needs to hear whom, before anything is ranked?

Options, 15:35-15:55. Seven items are open (item 1 is already committed). The outcome is a longer list, not a shorter one: all seven plus any combination that serves both teams. Session 3 has the tools for this stretch.

★ Step 4 · options15:35-15:55 OPTIONS Purpose: find combinations nobody brought into the room Outcome: one list on the wall: all 7 open items plus any new combinations, none ranked yet Process: diverge first (technique chosen in session 3); no evaluation until 15:55 Yours: what does "everything is on the wall" look like?

Decision, 15:55-16:20. The longest protected block, placed before anything else was timed. Converge on four, then test for consent: does anyone have a reasoned objection?

★ Step 5 · decision15:55-16:20 DECISION Purpose: turn the list into a commitment both teams carry Outcome: four items, in rank order, with no reasoned objection standing Process: converge to four; Jo tests for consent; objections recorded word for word Fallback: 16:20, Dana decides after Ravi and Mara summarise the remaining objections Yours: rule ________ fallback at ____ : ________

Close, 16:20-16:30. Ten minutes that decide whether the afternoon survives the week. Owners, dates and a record everyone saw being written; session 6 covers it in full.

★ Step 6 · close16:20-16:30 CLOSE Purpose: make the decision outlast the room Outcome: the one-page list: four items, one owner each, a first milestone date each, read back aloud Process: Jo reads the list back; each owner says yes out loud; the record goes out the same day (session 6) Yours: who reads it back, and where does it live?

Check the chain before you send it. Read the outcome column bottom to top and ask of each row: does the row above produce what this one needs? If a row's outcome is not used by anything below it, cut the row or give the time to the decision.

Homework

Before session 3

30 min
  1. Rewrite one real agenda. Take the last invite you received or sent. Turn every line into an outcome that passes the hold-it-up test. Count how many lines had no outcome anyone could name.
  2. Finish your own agenda. All items in purpose, outcome, process form, with clock times, written backwards from the outcome line of your session 1 contract.
  3. Replace every "discuss". For each item whose process says discuss, name the technique: a round, pairs, silent writing, or open discussion chosen on purpose with a stop time.
  4. Put the fallback on the page. Write the clock time and the rule that applies if the group has not decided, and read it aloud at the start of your next meeting.
Check yourself

Three questions

Clear all three and session 2 gets stamped in your passport.

1 · Which of these agenda lines is an outcome, not a topic?

Only C names a thing you could hold up at the end. A is a bare subject, and B and D are verbs: aligning and exploring can go on for as long as the clock allows, so the item ends for an outside reason, not because it is done.

2 · What must the "process" field of an agenda item name?

"Discuss" is the absence of a process, and it hands the item to whoever speaks first and longest. C breaks the facilitator's neutrality on content. D is close but a duration hides whether the room is on track; a clock time shows it.

3 · Why design an agenda backwards from the outcome?

Working from the end turns the agenda into a chain where every item produces what the next one needs. Written top to bottom, the opening and first item absorb the slack and the decision gets squeezed into whatever is left. The opening still matters: it is where the givens and the rule are said aloud.

Sources covered

What this session teaches, and where it came from

◐Kaner et al. (2014), Facilitator's Guide to Participatory Decision-Making, 3rd ed., chapters 10-12 "Effective Agendas"Chapter titles (design principles, desired outcomes, process design) read via the publisher's table of contents only; the chapter text was not read, so the exact contents are not claimed
✓Kaner et al. (2014), chapter 1The Diamond named as, among other uses, a roadmap for agenda design (p.20), read in the publisher's chapter excerpt
◐Purpose, outcome, process for every itemCommon facilitation practice in many wordings; no single source prescribes this exact form
◐Clock times, not durationsCommon practice; the training-room version is in course design, Delivery 3
◐Larkfield, Jo, Dana and the 15:00-16:30 agendaConstructed for teaching; the 11 people, 8 items, room for about 4, the times and the 16:20 fallback are not measurements

Every fact on this page, and its verification tier, is recorded in the course's source map.

Session 2 cheat sheet · pin this

The outcome testCould you hold it up at the end? If not, it is a topic, not an item.
Verbs are not outcomesAsk "and when we have done that, what will exist?" The answer is the outcome.
Three fields per itemPurpose (why, for whom), outcome (what exists), process (how, who, clock time).
Name the techniqueA round, pairs, silent writing, or open discussion on purpose. Never just "discuss".
Design backwardsOutcome at the end time first, decision next, opening last. Durations are what is left.
Fallback on the pageA clock time and a rule, read aloud with the givens at the start.