Owners Workshop 3 - Facilitation Notes - adapt

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Owners Workshop 3 - Facilitation Notes

1 Minute

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April 10th, 2025

Outcomes

Agreement on an integrated vision and a plan for its communication
Learnings from adapt team assessment
Run through of the standard Owner-Director meeting agenda

Owner Mentor Prep

Email participants information on venue, timing, logistics
Set up agenda for workshop 3 in the platform and tweak as appropriate
Set up room – whiteboard and pens
Review outcomes from team assessment

Agenda

Time	Topic	Process	Resources
15	Check-in	Use I-WE-IT – what have you been reflecting on since the last session? NOTE: This is a good opportunity to get one of the owners to run the meeting using the Platform and for you to coach them in this.	embedADAPT agenda
5	Action items	Use kanban board to review actions and their status – start using good practice. Is everything in the Done column really done? Then close it. Make sure they are comfortable with updating progress in their tickets.
45	Integrated vsion	Owner demonstrates what they have prepared. Use framework for each owner-director to rate themselves out of 10 on how well the vision: represents them inspires them informs the future effort put in Discuss how best to present this vision to stakeholders.	Framework
30	Team assessment	Go through results and discuss findings. Encourage team to identify one thing to improve and capture it in the platform. You can do this as a ticket or as an Objective for the team.
15	BREAK
20	Organisation health	Ask the team: How would you describe current performance in the areas of culture, commercial health, organisation resilience and maintaining health of the leadership team? Encourage the team to identify what issues or concerns they can pass onto the Navigation/Leadership team, rather than trying to solve all of them here.
20	Financial health	Ask the team: What are your current working capital requirements now and looking forward? How would you describe your remuneration framework, profit distribution model, financial security and growth? Capture the main areas for focus – either by assigning tickets to an owner or as decisions/minutes in the team.
10	Director responsibilities	Ask the team: What do we need to discuss around keeping our people safe and paying our bills?
10	Ownership & succession	Ask the team: What do we have in place to ensure this is happening in line with our vision? Is it clear and well defined?
10	Entrepreneurship	Ask the team: What guidance does the leadership team need on our risk profile?
10	Check-out	Ask them to rate the session and identify their main take away. Set a date for the next quarterly meeting. Help them to set it up in the platform.