Owners Workshop 2 - Facilitation Notes - adapt

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Owners Workshop 2 - Facilitation Notes

2 Minutes

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April 10th, 2025

Outcomes

Shared understanding of the adapt team model and how it applies to this Owner-Director team
An integrated internal vision for the team
Set up a team assessment

Owner Mentor Prep

Email participants information on venue, timing, logistics
Set up agenda for workshop 2 in the platform and tweak as appropriate (refer to Sandstone’s owner teams for examples)
Follow up with owners on their vision work – typically it’s hard to do and they may need extra support
Set up room – projector, whiteboard and pens

Agenda

Time	Topic	Process	Resources
20	Check-in	This is a great opportunity to introduce the I-WE-IT framework and how we often use it for check ins. You could use these questions: I - how are you? What's the status of your engagement with this work? We - what's the status of your connection with others on the team? It - how would you rate the status of the organisation? Ask the team to use red, orange, green to rate themselves against these three criteria – and then explain why. This is beginning to use some of the language we will use again in Peer Catchups.	embedADAPT agenda
45-60	Vision	Owners present vision. You may need to allow more time for this depending on the number of owners and to deal with any non-alignment issues.
15	Integrate visions	Explain process for integrating visions – usually the owner with the biggest shareholder takes the individual visions and integrates them into one spreadsheet before the next session.	Adapt example and spreadsheet
5	Building the team	Pick up from where you left off in the first workshop. Assuming you introduced the team model, you can now get into the detail of it.
30	Trust & PS	Ask: Have you experienced working in a team with low trust and psychological safety? Ask them what they feel about trust and PS in this team – chances are they will say it is good so push them to explain why they feel that way. Then ask each owner: What would increase T&PS in this team? What could the other owner do more of/less of… Capture this on the whiteboard or platform and encourage them to get into this practice (if they don’t already) of sharing and being open.	Whiteboard
20	Role clarity & accountabilities	The typical roles in the Owner Director team are owner (active owner leader, active owner, passive owner), director and advisor – this should just require quick clarification by this stage but make sure you have strong and clear alignment in the team. Now ask the team to identify their accountabilities for these roles. Whiteboard the outcomes and discuss. Enter into the system.
15	Stewardship	Step the team through building the standard agenda for their quarterly meetings. You will facilitate their first meeting using this agenda in the next workshop. Build the agenda from the accountabilities – Vision, Organisation Health, Financial Health, Capital, Succession. You can work off the standard agenda in Sandstone. Capture the practicalities too – how often do you meet? How long for? How do you make decisions? (This link shows the decision-making framework used by the adapt owners team.) Document this information under Stewardship for the team in the Platform.
5	Meaningful Progress	Introduce the team to the different ways we can measure progress in an organisation – team assessments; resilience business survey, OKRs
10	High levels of accountability	Demonstrate the ticket system for their team using the owners’ kanban board. Create a ticket for every member of the team on something useful to get them in the practice of using them.
5	Team assessment	Explain reason for doing a team assessment and set it up. Note: Make sure you are not a member of the team when you set up the assessment.
5	Check-out	Ask them to rate the session and identify their main take away. Book in some time to help the owner with integration of the visions if required.