Including the Facilitator Training Workshop for Tactical and Strategic Meetings
Part 1: Why Meetings Fail, and Why TJP Cannot Afford Bad Ones
Most people have sat through a meeting that went nowhere. Someone talked too long. Nobody decided anything. The same topic came back next week like a bad penny. Everybody left, and then the real conversation happened in the hallway, the dayroom, or the chow line.
Patrick Lencioni, in Death by Meeting, names two reasons meetings fail.
Problem 1: Meetings are boring because they lack drama. A good movie hooks you in the first ten minutes. You know what is at stake. There is conflict. Most meetings have no stakes and no conflict. People nod, avoid the hard subject, and leave. Lencioni argues that the fix is not entertainment. It is honest disagreement about things that matter. He calls this mining for conflict: the leader goes looking for the disagreement that is buried in the room and brings it into the open, where it can do some good.
Problem 2: Meetings are ineffective because they lack context. Most groups have one kind of meeting and throw everything into it: today's schedule, next month's plan, a big question about direction, and somebody's complaint. It becomes "meeting stew." Small items crowd out big ones. Big ones get rushed. Lencioni's fix is to separate meetings by purpose and time frame, so each one does one job well.
TJP adds a third problem that Lencioni did not have to face.
Problem 3: In a correctional setting, meetings can be unsafe or stolen. Unsafe, because speaking up can cost something here. A resident who disagrees in front of others may worry about looking weak, looking disrespectful, or being labeled. Stolen, because count, lockdown, callouts, and movement can end a meeting without warning. A meeting system for TJP has to make honest talk safer and has to survive interruption.
What TJP borrows, and from whom
TJP did not invent good meetings. It borrows from people who have studied them. Here is what each source brings, and why it is in this document.
| Source | Big idea | How TJP uses it |
|---|---|---|
| Patrick Lencioni, Death by Meeting | Four meetings with different jobs; drama and context | The whole rhythm: Check-In, Tactical, Strategic, Horizon Review |
| Steven Rogelberg, The Surprising Science of Meetings | Treat a meeting like a product people "buy" with their time; write the agenda as questions; question default lengths; standing and silent writing | Question-based agendas, 50-minute Tactical, standing Check-In, brainwriting |
| Amy Edmondson, The Fearless Organization | Psychological safety: a shared belief that the team is safe for taking interpersonal risks | Opening "permission" statement, the Equalizer role, "blame the process, not the person" |
| Liberating Structures (Lipmanowicz and McCandless) | Simple ways to include everyone | 1-2-4-All, TRIZ, 15% Solutions, What So What Now What |
| Amazon practice (Bezos shareholder letters) | Silent reading of a written memo; "disagree and commit"; small teams | The Silent Read in Strategic meetings; Commit out loud; team size |
| Priya Parker, The Art of Gathering | Every gathering needs a specific purpose; hosts use "generous authority" | Purpose line at the top of every agenda; the Wayfinder protects the group |
| Sam Kaner, Facilitator's Guide to Participatory Decision-Making | The "Groan Zone" between many ideas and one decision | Naming the Groan Zone so people push through instead of quitting |
| TJP's own ADOPT tools | TRUST rules, PROOF lines, LESS filter, 3 Ws | Meetings use the same words residents already know |
Part 2: The Common Language
A common language means a resident from Cohort A and a staff member from Education can sit in the same meeting and use the same words for the same things. It saves time. It also lowers the temperature. "Let's park it" is easier to hear than "That's off topic and you're wasting our time."
Each term below is defined in one plain sentence. Teach these in orientation. Post them in both the Think Tank and the Task Force.
The TJP Meeting Words
| Say this | It means |
|---|---|
| Hook | The first few minutes of every meeting, where we name what is at stake today so everyone knows why it matters. |
| Lightning Round | Each person gets 60 seconds to name their top two or three priorities for the week, with no discussion and no questions. |
| Real-Time Agenda | The Tactical agenda is built on the spot after the Lightning Round and the numbers, based on what the room just heard. |
| One Big Topic | The single important question a Strategic meeting exists to answer. |
| Park it | Write the item on the Parking Lot sheet so it is not lost, and return to the agenda. |
| Parking Lot | The sheet where good ideas that do not belong in this meeting wait for the right one. |
| Say it back | Before responding, repeat the other person's point in your own words until they say "yes, that's it." |
| Mine for conflict | The Wayfinder goes looking for the disagreement that is being held back and invites it into the open. |
| Groan Zone | The uncomfortable middle of a hard discussion, after the ideas are out but before we agree, which is normal and means we are working. |
| Silent Read | Everyone reads the same short written memo in silence at the start of a meeting so we all begin from the same facts. |
| Silent Write | Everyone writes ideas alone for two or three minutes before anyone speaks, so the loudest voice does not set the direction. |
| Commit out loud | After a decision, each person says "I commit," including the people who argued against it. |
| Disagree and commit | You can disagree with a decision and still fully support it once it is made, without undercutting it later. |
| Decision Log | The written record of every decision: what, who decided, who does what, by when, and how we will know. |
| Win of the Week | One piece of visible progress we name and celebrate at the Tactical. |
| Who owns it? | The question asked after every action so no task leaves the room without a single name on it. |
| Up the ladder | This decision belongs to a higher level of leadership, so we prepare a recommendation instead of deciding. |
| Check-out | A one-line round at the end where each person says one word or one commitment before leaving. |
| SNAP | The protocol for when a meeting gets cut by count, lockdown, or callout. |
Part 3: The Format for Any Meeting: HUDDLE
Every TJP meeting, from a 10-minute Check-In to a half-day Horizon Review, follows the same six moves. The meetings differ in length and depth, but the shape is the same. That is what makes the system replicable: learn it once, use it everywhere, and teach it to the next cohort.
| Letter | Move | What happens | Why it is there |
|---|---|---|---|
| H | Hook | Name the stake: why this meeting matters today. Give permission to disagree. | Lencioni: the first 10 minutes decide whether people engage. |
| U | Update | Short, structured round: Lightning Round, numbers, or Silent Read. | Everyone starts from the same facts. |
| D | Dig in | Work the one to three questions that matter most. Mine for conflict. | This is where the real work happens. |
| D | Decide | Make the call, or send it Up the ladder. Say it back. Commit out loud. | A meeting that decides nothing was a conversation. |
| L | Log it | Recorder reads back the Decision Log and actions: who, what, by when. | If it is not written down, it did not happen. |
| E | Exit | Check-out round and the 60-second Scorecard. End on time. | Ending well makes people come back. |
Say it like a football team: "Let's HUDDLE."
Part 6 shows exactly how HUDDLE stretches: one minute per move in a Check-In, up to an hour per move in a Horizon Review.
Part 4: The Roles: CREW
Every Tactical, Strategic, and Horizon Review meeting has four named roles. A Check-In needs only a Wayfinder and a Recorder. Roles rotate so that every resident learns every job, and no single person becomes "the one who runs meetings."
| Letter | Role | Job in one line | Key tools |
|---|---|---|---|
| C | Clock | Keeps time, calls the Two-minute warning, and protects the end time. | Watch or wall clock, agenda with minutes |
| R | Recorder | Writes the Decision Log, the Parking Lot, and the actions, and reads them back before Exit. | Decision Log, Parking Lot sheet |
| E | Equalizer | Watches who is talking and who is not, and invites the quiet voice in. | Tally sheet, a light touch |
| W | Wayfinder | The facilitator: guides the group through HUDDLE, mines for conflict, and protects the purpose. | Agenda, the glossary, this guide |
Why four roles and not one
Rogelberg's research points out that people who run meetings tend to rate them better than the people who sit through them. The leader is having a different meeting than everyone else. Splitting the work into four roles fixes that. The Wayfinder can focus on the conversation because the Clock is watching time, the Recorder is capturing decisions, and the Equalizer is watching the room.
The Equalizer role is TJP's addition, and it comes straight from Amy Edmondson's work on psychological safety. In a correctional setting, silence is often safety. The Equalizer's job is to make speaking up a little safer, one invitation at a time: "Marcus, you've been writing a lot. What do you see?"
Who is not a CREW role
- The Decision Owner. For decisions that need approval, a staff member or leadership body owns the final call. The CREW runs the meeting; the Decision Owner makes decisions that belong to their level. See Part 7.
- Observers. Visitors from the Interdepartmental Committee, the Board of Volunteers, or partners may sit in. They follow the "Staff in the Room" rules in Part 7.
Rotation rule
Roles rotate every Tactical. Keep a simple rotation chart on the wall. A resident may not serve as Wayfinder for a Tactical until they have served at least once in each of the other three roles. Strategic meetings are led by a certified Wayfinder (see the Workshop in Part 10).
Part 5: The Attractor: Why People Will Want to Come
TJP leadership used the word "attractor." In a correctional setting, attendance can be required. But required attendance only gets bodies in chairs. It does not get minds in the room. The attractor is what makes a resident think, "I don't want to miss that."
TJP makes the attractor a named, required element of every meeting: it is the H in HUDDLE, the Hook.
Five things that draw people in
- A real stake. Lencioni's central point: people engage when they understand what is at risk. "If we do not settle the session plan today, the youth group visit slips to next quarter and those kids go another three months without hearing from us." That is a stake.
- A question that matters. Rogelberg recommends writing agenda items as questions instead of topics. "Youth visit" is a topic. "What is the one thing a 15-year-old must remember when he walks out of here?" is a question. Questions pull people forward. Rogelberg also notes that if you cannot think of a question, you may not need the meeting.
- Visible progress. People come back to rooms where things move. The Win of the Week opens every Tactical. A progress board on the wall shows each project moving across ADOPT stages.
- A voice that counts. People come to meetings where what they say changes something. When a resident's idea shows up in the Decision Log with their name next to it, word gets around.
- Rituals that belong to us. A one-word check-in. A check-out. "Commit out loud." Small, repeated rituals tell people, "This is our room, and it runs a certain way." Priya Parker argues that the opening and closing of a gathering carry outsized weight, and that starting with logistics wastes that moment. TJP starts with the Hook, never with announcements.
The Hook Menu
Wayfinders choose one Hook for each meeting. Rotate so it stays fresh.
| Hook type | Example | Best for |
|---|---|---|
| The Stake | "Here's what happens if we get this wrong." | Strategic, any decision meeting |
| The Question | "What would make a 15-year-old stop scrolling in his head and listen?" | Strategic, Dig in |
| Win of the Week | "Darnell's team got the pilot score up from 2.1 to 3.4. Tell us how." | Tactical |
| The Empty Chair | Place a chair for the person we are building for (from ADOPT: "build for one named real person") and ask what they would say. | Strategic, Horizon Review |
| One Word | Each person gives one word for how they are arriving today. | Check-In, any opener |
Permission to disagree
Every Hook ends with one sentence from the Wayfinder that gives permission to disagree. Lencioni calls this giving "real-time permission" for conflict. Edmondson's research explains why it works: people take interpersonal risks when they believe the group will not punish them for it. Saying it out loud does not make the room safe by itself, but it signals the norm.
Standard wording (Wayfinders can adapt it):
"If you see a problem with any idea today, including mine, say it in the room. Rank the idea, not the person. That is how this team works."
These words come directly from TJP's TRUST rules (Say it in the room; Rank the idea, not the person), so residents already know them.
Part 6: The Four Meetings in Detail
This part describes each meeting in the TJP Meeting Rhythm: its purpose, who attends, how long, how often, the exact agenda with minutes, the roles, what gets written down, and what it updates in The TJP Playbook. Each ends with a filled-in example from one running scenario.
The running scenario
Cohort A is in week 8 of Course 13, No One Educates Alone, in the Task Force build and pilot phase. Their Channel 3 (Live) project: a 45-minute session for a visiting youth group from a community program, on "the fork in the road," the moment a young person chooses between a group that offers belonging and a path that offers a future. The visit is scheduled for week 10. The visit has to be approved by the Interdepartmental Committee, and the Associate Warden for Programs has asked to see the final session plan one week before.
The team: five residents (Andre, Darnell, Marcus, Tomas, Will) plus a staff facilitator from Education. Their PROOF line, written before building:
| PROOF | Cohort A youth session |
|---|---|
| Problem Number | In a practice run for 8 residents playing youth, average "I'll remember this" rating was 2.1 out of 5. |
| Result Number | Average of 4.0 or higher from the real youth audience. |
| Observer | Programs Supervisor scores the session using the facilitation rubric. |
| On this date | Week 10, day of visit. |
| Fail Line | Below 3.0, or any youth reporting the session felt like a lecture. |
(All names and numbers in these examples are illustrations for training, not real data.)
Meeting 1: The Check-In
| Element | Detail |
|---|---|
| Purpose | Get the day aligned and surface blockers early. |
| Question it answers | "What am I doing today, and what is in my way?" |
| Who attends | One working team (3 to 8 people). Staff optional. |
| Length | 10 minutes, hard stop. |
| Cadence | Daily, or at the start of each Think Tank or Task Force work block. |
| Posture | Standing. |
| Roles | Wayfinder and Recorder only. |
| Written down | Blockers and who owns them, on the team's Blocker Board. |
| Playbook link | None directly. Blockers that cannot be cleared go to Tactical. |
Why standing. Lencioni's daily check-in is five minutes and standing. TJP allows ten because teams are learning the habit, and because a work block in a correctional setting may be the only time the team is together that day. A classic study by Bluedorn, Turban, and Love (1999) found that stand-up meetings were considerably shorter than sit-down meetings with no measurable loss in decision quality. Standing keeps it short.
Agenda (10 minutes)
| Min | Move | What happens |
|---|---|---|
| 0 to 1 | Hook | One-word round: "How are you arriving?" |
| 1 to 7 | Update | Each person, about one minute: "Today I will . I'm stuck on ." |
| 7 to 9 | Decide | For each blocker: can we clear it now in under a minute? If not, "Who owns it?" and it goes to Tactical. |
| 9 to 10 | Exit | Wayfinder: "Go." |
Rules. No problem-solving in the Check-In. If two people start working a problem, the Wayfinder says, "Take it after. Who owns it?" The Check-In is a pulse check, not surgery.
Example: Cohort A, Tuesday of week 8, Task Force block
| Person | Today I will | I'm stuck on |
|---|---|---|
| Andre | Finish the opening story script | Nothing |
| Darnell | Print 20 copies of the handout | Printer 2 is jammed |
| Marcus | Rehearse the "fork" activity | Need two people to play youth |
| Tomas | Draft the feedback card | Don't know if we can ask the youths' ages |
| Will | Time the full session | Nothing |
Blockers logged: Printer (Darnell owns; asks the staff facilitator at break). Role players (Andre and Will volunteer, cleared on the spot). Ages question (Tomas owns; goes to Tactical because it may need staff guidance on what can be collected from minors).
Meeting 2: The Tactical
| Element | Detail |
|---|---|
| Purpose | Keep this week's work on track and clear obstacles. |
| Question it answers | "Are we on track this week, and what do we need to fix right now?" |
| Who attends | One project team or cohort pod (ideally 5 to 8; no more than 12). Staff facilitator attends. Committee members welcome as observers. |
| Length | 60-minute block: 50 minutes of meeting, 10 minutes of buffer. |
| Cadence | Weekly, same day and time. |
| Posture | Seated, in a circle or square, no one at the "head." |
| Roles | Full CREW, rotated weekly. |
| Written down | Decision Log, action list, Parking Lot, Win of the Week, Scorecard. |
| Playbook link | Updates Q7 (Who does what, by when?). Checks Q6 (What matters most right now?) and Q8 (How will we know it worked?). |
Why 50 minutes inside a 60-minute block. Lencioni suggests 45 to 90 minutes for a weekly tactical. Rogelberg points out that meetings expand to fill the time given (Parkinson's law) and urges leaders to question default lengths such as 60 minutes, trying shorter blocks like 48 or 50 minutes instead. TJP uses 50 minutes of meeting because the extra 10 minutes absorb the realities of a correctional facility: late arrivals from movement, room resets, and a staff member who needs a word afterward.
Why a small group. Amazon's widely reported "two-pizza team" idea says a working team should be small enough that two pizzas could feed it. Rogelberg's review of the research makes a similar point: groups that must solve a problem work best at about eight people or fewer. When a cohort of 12 to 15 holds a Tactical, split into two project pods of 6 to 8, each with its own CREW, and have the two Wayfinders swap Decision Logs afterward.
Why a Real-Time Agenda. This is Lencioni's key idea for the tactical meeting. Nobody writes the agenda in advance. The team does the Lightning Round and reviews the numbers first, and then the agenda builds itself from what the team just heard. This prevents the most common Tactical failure: spending 40 minutes on the item somebody put on the agenda last Thursday that no longer matters.
Agenda (50 minutes)
| Min | HUDDLE | What happens | Who |
|---|---|---|---|
| 0 to 5 | Hook | Win of the Week. The stake for this week. Permission to disagree. | Wayfinder |
| 5 to 13 | Update | Lightning Round: 60 seconds each, top 2 to 3 priorities. No discussion. | Everyone; Clock times |
| 13 to 20 | Update | Numbers: check the 3 to 5 numbers on the Project Page (Q8). Green, yellow, red. Check Q6: is our One Big Thing still the right one? | Recorder reads; team marks |
| 20 to 22 | Update | Build the Real-Time Agenda: Wayfinder asks, "Based on what we just heard, what are the 2 or 3 questions we must settle today?" Written as questions. | Wayfinder; Recorder writes |
| 22 to 42 | Dig in and Decide | Work each question. Decide or send Up the ladder. Say it back. Commit out loud. Strategic-size topics get parked for Strategic. | Wayfinder; Equalizer watches voice |
| 42 to 46 | Log it | Recorder reads back decisions and actions (who, what, by when). Updates Q7. | Recorder |
| 46 to 50 | Exit | One-line check-out. 60-second Scorecard. | Everyone |
| 50 to 60 | Buffer | Movement, reset, staff follow-up. |
Tactical rules
- No Strategic topics. If a question is big, needs research, or would take more than 10 minutes, park it for the next Strategic. Lencioni is clear that mixing tactical and strategic topics is the main way tactical meetings fail.
- Two-minute warning. Clock calls it for each item. When time runs out, the Wayfinder asks: "Decide now, give it 5 more minutes, or park it?" The group chooses.
- One change rule. Borrowed from ADOPT's Try-Test-Tune: if a pilot needs fixing, the Tactical picks ONE change, not five.
Example: Cohort A, Week 8 Tactical
Hook (Wayfinder: Will). "Win of the Week: Andre rewrote the opening story and in the practice run the 'I'll remember this' score jumped from 2.1 to 3.4. The stake: the Associate Warden needs our final plan in six days. If we don't lock the session plan today, we miss that deadline and the visit is at risk. Permission to disagree: if you see a hole in the plan, say it in the room."
Lightning Round (highlights). Will: "Full run-through timed at 58 minutes. We have 45." Tomas: "Feedback card drafted, but can we ask the youths' ages?"
Numbers (Project Page, Q8).
| Number | Target | Now | Status |
|---|---|---|---|
| Practice "I'll remember this" score | 4.0 | 3.4 | Yellow |
| Session length | 45 min | 58 min | Red |
| Handouts ready | 20 | 0 | Yellow |
| Final plan to Associate Warden | Day 6 | Not sent | Yellow |
Q6 check: "Is our One Big Thing still 'deliver a session youth remember'?" Yes.
Real-Time Agenda (written as questions).
- What do we cut to get from 58 minutes to 45?
- What are we allowed to ask the youth on the feedback card?
- Who sends the final plan, and when?
Dig in and Decide. Question 1 produced real conflict. Marcus wanted to keep the fork activity whole; Andre wanted to cut it in half. The Wayfinder mined for it: "Marcus, say why the activity matters. Andre, say it back." Andre: "You're saying the activity is where they actually feel the choice, and the story only tells them about it." Marcus: "Yes." The team decided to cut the history section from 12 minutes to 4 and keep the activity whole. Marcus and Andre both committed out loud.
Question 2 went Up the ladder: collecting any information from minors is not the team's call. The team drafted a recommendation (anonymous card, no names, no ages, three questions) for the staff facilitator to take to the Programs Supervisor.
Question 3: Will owns it. Final plan to the staff facilitator by Thursday, who sends it to the Associate Warden by Friday.
Decision Log entries (see Worksheet 3 for the format):
| # | Decision | Owner | By when | How we'll know |
|---|---|---|---|---|
| 8.1 | Cut history section to 4 min; keep fork activity whole | Andre | Thursday | Run-through timed at 45 min or less |
| 8.2 | Recommend anonymous 3-question feedback card (Up the ladder) | Tomas, via staff facilitator | Wednesday | Programs Supervisor answer logged |
| 8.3 | Final session plan to staff facilitator | Will | Thursday | Staff confirms receipt |
Parking Lot. "Should we record the session for Channel 2?" Parked for the Strategic meeting (it is a big question with permission and privacy issues involving minors).
Playbook update. Q7 updated with the three actions. Q8 numbers updated. Q6 confirmed unchanged.
Meeting 3: The Strategic
| Element | Detail |
|---|---|
| Purpose | Work through One Big Topic that will shape the direction of TJP or a project. |
| Question it answers | One specific, disputable question, written in advance. |
| Who attends | The people who have knowledge or a stake in the topic: often a whole cohort (12 to 15), staff facilitator, and at least one Interdepartmental Committee member when the topic touches policy, safety, or outside visitors. |
| Length | 2 hours. |
| Cadence | Monthly, plus "ad hoc Strategic" meetings when a big topic cannot wait. |
| Roles | Full CREW. Wayfinder must be a certified TJP meeting facilitator. |
| Prep | A written memo (1 to 2 pages) circulated or printed for the Silent Read. Strategic Prep Sheet (Worksheet 2) completed by the topic owner. |
| Written down | Decision Log, recommendation to leadership (if Up the ladder), Playbook edits, Scorecard. |
| Playbook link | Revises Q5 (How will we win?), Q6 (What matters most right now?), Q7 (Who does what, by when?), and Q8 (How will we know it worked?). |
Why one topic. Lencioni allows one or two topics for a monthly strategic meeting. TJP uses One Big Topic as the rule, because residents and staff have limited time together and because doing one thing deeply beats doing two things halfway. A second small topic is allowed only if the first is settled early.
Why a Silent Read. Amazon's leadership practice, described in Jeff Bezos's shareholder letters and widely reported, is to start important meetings by having everyone silently read a written memo, instead of watching slides. TJP adopts this for three reasons. First, it puts everyone on the same facts. Second, it gives slower readers and people who think before they speak the same starting point as the fastest talker. Third, it forces the topic owner to think clearly, because a written page cannot hide fuzzy thinking the way a speech can. For residents with lower reading levels, the Recorder or topic owner reads the memo aloud while others follow along. Keep memos short, plain, and one or two pages.
Why silent writing before talking. Rogelberg and others recommend "brainwriting": writing ideas silently before discussing them. When people talk first, the first idea spoken tends to anchor everyone else, and the loudest voice sets the direction. Silent writing produces more ideas and more balanced participation.
Agenda (2 hours)
| Min | HUDDLE | What happens | Tool |
|---|---|---|---|
| 0 to 10 | Hook | The One Big Topic as a question. The stake. Permission to disagree. Name the Decision Owner: "Today we decide" or "Today we recommend to ." | Stake, Empty Chair |
| 10 to 25 | Update | Silent Read of the memo (10 min). Clarifying questions only, no opinions yet (5 min). | Memo |
| 25 to 40 | Dig in (open) | 1-2-4-All: 1 min alone writing, 2 min in pairs, 4 min in fours, 5 min whole group. Collect ideas on the board. | Liberating Structures |
| 40 to 55 | Dig in (test) | TRIZ: "How could we make this fail completely?" List everything. Then: "Which of these are we already doing?" | Liberating Structures |
| 55 to 65 | Break | Stretch, water. | |
| 65 to 90 | Dig in (Groan Zone) | Narrow the options. Mine for conflict: the Wayfinder asks for the strongest case against the leading option. Say it back. Name the Groan Zone out loud if the room gets tense. | Kaner |
| 90 to 105 | Decide | Decide, or write a recommendation to the Decision Owner. Commit out loud. Then 15% Solutions: "What can each of us do starting tomorrow, without anyone's permission?" | Liberating Structures |
| 105 to 112 | Log it | Recorder reads back Decision Log. Team names Playbook edits for Q5 to Q8. Note what goes in the Monthly Report. | Decision Log |
| 112 to 120 | Exit | Check-out round. Scorecard. | Scorecard |
Understanding the Groan Zone. Sam Kaner's Facilitator's Guide to Participatory Decision-Making describes a common pattern: a group first opens up and generates many ideas (the divergent zone), and then has to narrow down to one (the convergent zone). In between is the Groan Zone: confusion, frustration, people talking past each other, someone saying "we're going in circles." Kaner's point is that this is normal. It is not a sign the meeting is failing. It is the sign that people with different views are actually wrestling with each other's ideas. The Wayfinder's job is to name it ("We're in the Groan Zone. That means we're working.") and to use Say it back until people understand each other.
To narrow options, use the Two Doors sort and LESS filter from ADOPT's "One path" step, tools residents already know.
Example: Cohort A, Month 5 Strategic
One Big Topic: "Should Cohort A record the youth session for Channel 2, and if so, how do we protect the youth and still get a usable training video?"
Why it is Strategic, not Tactical: It touches minors' privacy, SCDC media rules, the Board's concern for program integrity, and the Channel 2 plan. It needs research and a recommendation to leadership.
Decision Owner named in the Hook: "Today we do not decide. We recommend. The Interdepartmental Committee decides, and the Associate Warden for Programs has the final word on recording inside the institution. The Programs Supervisor is here to listen and answer questions."
Silent Read memo: Tomas wrote 1.5 pages laying out three options: record everything; record residents only, youth off camera; or do not record and write a Channel 1 guide instead.
TRIZ result (how to make it fail): "Film a kid's face." "Surprise the youth leaders with a camera." "Make the video about us, not them." "Record before we know it works." The team noticed the last one was a real risk: they were planning to record before the pilot proved the session worked.
Groan Zone: Darnell argued hard for recording the real session: "Real reactions are what make it worth watching." Marcus and Tomas pushed back on privacy. The Wayfinder named the Groan Zone and asked each side to say the other's point back. Darnell: "You're saying no video is worth risking a kid's privacy or our permission to have visitors at all." Tomas: "You're saying a staged video might feel fake and nobody will learn from it."
Recommendation (to the Interdepartmental Committee): Do not record the youth visit. After the visit, if the PROOF line is met (score 4.0 or higher), re-run the session with residents playing the youth and record that for Channel 2, pending approval. Everyone committed out loud, including Darnell, who said, "I disagree and commit. I think we lose something, but I'll make the staged version as real as I can."
15% Solutions: Darnell writes a one-page "how to stage it real" plan. Will drafts the recording request. Tomas adds a line to the Project Page on privacy.
Playbook edits:
| Question | Edit |
|---|---|
| Q5 How will we win? | Added: "We protect the people we serve before we document them." |
| Q6 What matters most right now? | Unchanged: deliver a session youth remember. |
| Q7 Who does what, by when? | Darnell: staging plan, week 11. Will: recording request, week 11. |
| Q8 How will we know it worked? | Added: Channel 2 video will be scored by a practice audience before release. |
Meeting 4: The Horizon Review
| Element | Detail |
|---|---|
| Purpose | Step back from the work. Ask whether we are still who we said we would be, and whether we are still pointed at the right target. |
| Question it answers | "Looking at the last three months, what should we keep, change, or stop about who we are and what we do?" |
| Who attends | All TJP residents in the cohort(s), staff facilitators, at least one Interdepartmental Committee member (co-leads). A Board of Volunteers member is invited. |
| Length | Half day (about 3.5 hours, including breaks). |
| Cadence | Quarterly. |
| Roles | Co-led by a staff member and a certified resident Wayfinder. Full CREW. |
| Written down | Playbook edits to Q1 to Q4, a "Keep, Change, Stop" list, a quarterly note for the Monthly Report. |
| Playbook link | Revisits Q1 (Why are we here?), Q2 (How do we treat each other?), Q3 (What do we actually do?), and Q4 (Who are we doing it for?). |
Why it is co-led by staff. The Horizon Review touches the foundations: purpose, behavior, the work, and the people served. These connect directly to TJP's vision and mission, which the Board of Volunteers guards, and to program integrity, which the Interdepartmental Committee supervises. Residents do the work of reflecting; leadership is in the room because any change to Q1 to Q4 has to be proposed upward, not decided by residents alone.
How to make it feel "off-site" when you can't leave. Lencioni's quarterly meeting is an "off-site," held away from the usual workplace to break routine. That is not possible here, so TJP changes the setting in other ways. Priya Parker writes that changing the physical setting changes how people behave. Options: move the tables into one big circle; hold it in whichever space (Think Tank or Task Force) the group uses less; change the time of day; put the Eight Questions on the walls as stations people walk between; have no laptops open.
Agenda (3.5 hours)
| Min | HUDDLE | What happens |
|---|---|---|
| 0 to 30 | Hook | Silent reflection (10 min): "One moment this quarter when I was proud of TJP. One moment I wasn't." Pairs share (10 min). A few volunteers share with all (10 min). |
| 30 to 60 | Update | The quarter in numbers: three months of Scorecards, Decision Log completion rate, PROOF line results, Win of the Week list. Silent Read of a 2-page quarter summary. |
| 60 to 70 | Break | |
| 70 to 160 | Dig in | Four Question Stations (Q1 to Q4), about 20 minutes each, small groups rotate. At each: What So What Now What. What did we see this quarter? So what does it mean for this question? Now what should change? |
| 160 to 170 | Break | |
| 170 to 195 | Decide | Whole group: "Keep, Change, Stop" list. Proposed edits to Q1 to Q4 written as recommendations to leadership. Commit out loud to the "Keep" and "Stop" items that are within the group's authority. |
| 195 to 205 | Log it | Recorder reads back. Staff co-lead confirms what goes to the Committee and Board. |
| 205 to 210 | Exit | One-sentence check-out: "Next quarter I will ." Scorecard. |
Example: Cohort A, End of Quarter 2
Hook moment shared: "I was proud when the youth leader said one of the kids asked to write to us. I wasn't proud when we cut Marcus off in the Tactical three weeks running." This moment shaped the Q2 discussion.
Keep, Change, Stop:
| Keep | Change | Stop |
|---|---|---|
| Win of the Week | Equalizer tallies shared at every Tactical so we see who is not talking | Running Tacticals over time "just this once" |
| Silent Read | Q4 should name the specific people we serve: youth, families, other residents, staff | Adding projects before finishing the ones we have |
Proposed Playbook edits (to leadership for approval): Q2 add "We let people finish." Q4 rewrite to name four groups served. Q1 and Q3 unchanged.
Part 7: The Meeting Rhythm Map
This is the one-page view of all four meetings side by side. Post it in the Think Tank and the Task Force.
| Check-In | Tactical | Strategic | Horizon Review | |
|---|---|---|---|---|
| Question | What's today, what's in my way? | Are we on track this week? | What should we do about One Big Topic? | Are we still who we said we'd be? |
| How often | Daily or each work block | Weekly | Monthly | Quarterly |
| How long | 10 min, standing | 60 min block (50 + 10 buffer) | 2 hours | Half day (about 3.5 hrs) |
| Who | One team, 3 to 8 | Team or pod, 5 to 12, staff facilitator | Cohort, staff, Committee member as needed | All residents, staff co-lead, Committee, Board invited |
| Led by | Rotating Wayfinder | Rotating Wayfinder | Certified Wayfinder | Staff co-lead plus certified Wayfinder |
| Agenda | Fixed: word, today, blockers | Real-Time Agenda after Lightning Round and numbers | Set in advance; Silent Read memo | Set in advance; Four Question Stations |
| Signature move | "Who owns it?" | Lightning Round | Groan Zone and Commit out loud | Keep, Change, Stop |
| Written down | Blocker Board | Decision Log, Parking Lot, Scorecard | Decision Log, recommendation, Scorecard | Keep, Change, Stop; proposed edits |
| Playbook | None directly | Updates Q7; checks Q6, Q8 | Revises Q5, Q6, Q7, Q8 | Revisits Q1, Q2, Q3, Q4 |
| Feeds | Tactical | Strategic and Monthly Report | Monthly Report and leadership | Monthly Report (quarterly section), Board |
| Common mistake | Problem-solving | Pre-set agenda; big topics | Too many topics; no prep | Turning it into a long Tactical |
How the meetings flow into each other
| From | What moves | To |
|---|---|---|
| Check-In | Blockers that cannot be cleared in a minute | Tactical Real-Time Agenda |
| Tactical | Parking Lot items that are big, need research, or need leadership | Next Strategic |
| Tactical | Decision Log, Win of the Week, numbers | TJP Monthly Report |
| Strategic | Recommendations Up the ladder | Interdepartmental Committee (then Board or SCDC Division as needed) |
| Strategic | Questions about purpose, behaviors, the work, or who we serve | Next Horizon Review |
| Horizon Review | Proposed edits to Q1 to Q4; Keep, Change, Stop | Committee and Board of Volunteers, and the quarterly section of the Monthly Report |
| Leadership answers | Approvals, denials, direction | Back to the next Tactical as a Hook or update |
Part 8: How Meetings Connect to Leadership and the TJP Monthly Report
TJP is not an inmate-led initiative. Residents do the work, and three levels of leadership govern it:
- Oversight: SCDC Division of Programs, Reentry, and Rehabilitative Services.
- Direction: the Board of Volunteers, trustees of the vision and mission and guardians of program integrity.
- Supervision: the Interdepartmental Committee: Associate Warden for Programs, Programs Supervisor, the Chaplains, and the Education Leader.
The meeting system makes that structure visible and practical. Every decision has a home level, and the meetings are where residents prepare good recommendations for the levels above.
The Decision Ladder
Decision rights mean knowing, before the meeting, who has the authority to make which decision. When this is clear, meetings go faster and nobody is embarrassed by deciding something that was never theirs to decide.
| Level | Who decides | Examples | Meeting that prepares it |
|---|---|---|---|
| 1. Team | The project team, by consent | Who drafts the handout; cut the history section; the order of activities | Tactical |
| 2. Supervision | Interdepartmental Committee (or the named staff member) | Visitor sessions; what can be collected from minors; room use; recording inside the institution; peer facilitator assignments | Tactical or Strategic writes a recommendation |
| 3. Direction | Board of Volunteers | Changes to Playbook Q1 to Q4; anything that touches vision, mission, or program integrity; partner agreements | Strategic or Horizon Review writes a recommendation |
| 4. Oversight | SCDC Division of Programs, Reentry, and Rehabilitative Services | Program-level policy; expansion to other units; anything requiring agency approval | Horizon Review, through the Committee and Board |
The rule: if it is not Level 1, we say "Up the ladder" and write a recommendation, not a decision. A good recommendation includes the question, the options considered, the team's recommendation, and the reasoning, all on one page. Leadership should be able to say yes or no in five minutes.
Staff in the Room
Interdepartmental Committee members and staff are welcome at any TJP meeting. Their presence strengthens the meeting when everyone knows what role they are playing. At the start of the meeting, the Wayfinder asks each staff or leadership visitor one question:
"Are you here to listen, to advise, or to decide something today?"
| Staff role today | What it means in the meeting |
|---|---|
| Listen | They observe. They may speak during the check-out. |
| Advise | They answer questions and offer input when asked, like any member. |
| Decide | They are the Decision Owner for a named item. The team presents a recommendation; they rule on it, in the room if possible. |
This question is respectful to staff, and it protects the meeting. It helps prevent the hardest moment in a correctional-setting meeting: when a staff member's word ends a discussion that was never meant to be ended. (See the role play "The staff member who pulls rank" in Part 10.) It also means residents never have to guess, which is a form of safety.
Staff always retain authority for security and safety. If a staff member stops a meeting for a security reason, the meeting stops, no discussion. That is not "pulling rank." That is the job.
Feeding the TJP Monthly Report
The TJP Monthly Report goes to all three levels of leadership. The meetings produce most of what goes into it. If the meetings are run well and logged well, the report almost writes itself.
| Monthly Report section | Comes from | Who pulls it |
|---|---|---|
| Highlights and wins | Tactical Win of the Week list | Recorder rotation, compiled by a designated resident |
| Decisions made | Decision Log (Level 1 decisions) | Same |
| Recommendations awaiting leadership | Strategic recommendations and their status | Staff facilitator |
| Progress against PROOF lines | Tactical numbers (Playbook Q8) | Same |
| Direction changes | Strategic Playbook edits to Q5 to Q8 | Staff facilitator |
| Quarterly reflection (every third month) | Horizon Review Keep, Change, Stop | Staff co-lead |
| Meeting health | Scorecard averages; percent of meetings ending on time; percent of actions completed by due date | Recorder rotation |
Part 9: When the Meeting Gets Cut: The SNAP Protocol
In a correctional facility, meetings get interrupted. Count clears late. A lockdown is called. A resident gets a callout. The yard opens or closes. Movement changes. A meeting system that only works when nothing goes wrong will not work here.
The SNAP protocol takes less than 60 seconds and means no work is lost.
| Letter | Step | What happens |
|---|---|---|
| S | Stop | Stop immediately and follow staff direction. Safety and security first. No arguing, no "just one more minute." |
| N | Note where we are | If there are 30 seconds, the Recorder writes on the agenda: time, the item we were on, and "cut." |
| A | Assign the carry | The Wayfinder names one person to carry the unfinished item. |
| P | Pick up | The next meeting starts with a 5-minute "Pick up": Recorder reads what was decided before the cut and where we stopped. |
Rules for cut meetings
- Decisions made before the cut stand. If it was logged and people committed, it counts.
- Decisions in progress do not. A half-finished decision is not a decision. It returns as the first item next time.
- A cut Tactical is made up within 48 hours with a short "Tactical Lite" (20 minutes): Lightning Round, the unfinished item, Log it.
- A cut Strategic is rescheduled within one week. Do not try to finish a Strategic in a hallway.
- A cut Horizon Review resumes at the next available half day, starting from the station where it stopped.
- Log as you go. The Recorder writes each decision the moment it is made, so a cut never erases a decision. The Clock knows expected count and movement times (verify locally with staff) and puts the biggest item first.
- Keep the paper safe. The Decision Log and Parking Lot stay in the team's folder, which stays in the TJP space, not in a pocket.
- If a lockdown lasts days, teams keep their Q7 commitments where they can (reading, writing, planning on paper) and hold a Pick up at the first chance.
Part 10: The Facilitator Training Workshop
Overview
| Element | Detail |
|---|---|
| Purpose | Train and certify residents and staff to serve as Wayfinders for Tactical and Strategic meetings. |
| Who | 6 to 12 participants per workshop. Residents who have completed orientation and at least one course, plus any staff who will facilitate or co-lead. Mixed groups are encouraged: staff and residents learning the same language together. |
| Format | Three sessions of two hours each, ideally one week apart so participants can practice between sessions. |
| Led by | A staff trainer, with a certified resident co-trainer once the first cohort of Wayfinders is certified. |
| Materials | This document, printed worksheets, a wall clock, chart paper or a whiteboard, markers, index cards, a bell or timer. No internet required. |
| Outcome | Participants who meet the certification checklist are certified as TJP Meeting Wayfinders. |
The Scope Boundary
TJP peer facilitators are educators, never therapists. This applies to meetings too. A Wayfinder runs a work meeting. If a meeting surfaces trauma, a mental health concern, or a safety concern, the Wayfinder pauses the item, says "This needs staff," and brings in the staff facilitator. The Wayfinder does not counsel, diagnose, or push someone to go deeper. This boundary is taught in Session 1 and tested in Session 3.
Session 1: The Rhythm and the Room (2 hours)
Goal: Participants understand why meetings fail, can use the TJP meeting words and HUDDLE, and can run a Check-In.
| Min | Activity | Details |
|---|---|---|
| 0 to 10 | Hook (modeled) | Trainer opens with a Hook: "Think of the worst meeting you ever sat through. One word for how it felt." One-word round. Permission to disagree. |
| 10 to 25 | Why meetings fail | Short talk: no drama, no context, and (here) no safety and interruptions. Pairs: "Which of these have you seen in TJP?" |
| 25 to 40 | The four meetings | Walk through the Meeting Rhythm Map. Quick quiz: trainer reads 8 agenda items; group calls out "Check-In, Tactical, Strategic, or Horizon?" |
| 40 to 55 | The words | Glossary drill: pairs, one reads the term, the other gives the one-sentence meaning. Switch. |
| 55 to 65 | Break | |
| 65 to 80 | HUDDLE and CREW | Teach the six moves and four roles. Each participant writes HUDDLE and CREW from memory on an index card. |
| 80 to 100 | Drill 1: The Check-In | Groups of 5. Each person runs a 10-minute Check-In while others play team members. Clock times it. One planted "problem-solver" tries to derail it; the Wayfinder must say "Take it after. Who owns it?" |
| 100 to 110 | The scope boundary | Short scenario: in a Check-In, a resident says, "I can't focus, I got bad news from home." What does the Wayfinder do? (Acknowledge, don't probe, let staff know privately, keep the meeting going.) |
| 110 to 120 | Exit | 3 Ws debrief on the session (What Worked, What Wobbled, What's Next). Scorecard. Homework: observe one real TJP meeting using the Observation Rubric (Worksheet 5) and bring notes. |
Session 2: The Tactical and the Hard Moments (2 hours)
Goal: Participants can run a Tactical with a Real-Time Agenda and can handle five hard moments.
| Min | Activity | Details |
|---|---|---|
| 0 to 10 | Hook | Participants share one thing they noticed from their observation homework. |
| 10 to 20 | The Tactical | Walk through the Tactical agenda and the Cohort A example. Emphasize: no pre-set agenda, questions not topics, no Strategic topics. |
| 20 to 50 | Drill 2: Lightning Round and Real-Time Agenda | Groups of 6. Trainer hands out a scenario card with each role player's "secret priorities." Wayfinder runs Hook, Lightning Round, numbers, and builds a Real-Time Agenda of 2 to 3 questions. Clock holds 60 seconds per person strictly. Rotate Wayfinder twice. |
| 50 to 60 | Drill 3: Say it back | Pairs. One states a strong opinion on a TJP topic in 30 seconds. The other says it back until the first says "yes, that's it." Then switch. Debrief: how many tries did it take? |
| 60 to 70 | Break | |
| 70 to 110 | Role plays: The Five Hard Moments | See below. Groups of 5 or 6. Each participant plays Wayfinder for at least one hard moment. 6 minutes per role play plus 2-minute debrief. |
| 110 to 120 | Exit | 3 Ws. Scorecard. Homework: serve as Clock, Recorder, or Equalizer in a real Tactical before Session 3. |
The Five Hard Moments (role play cards)
For each card: one person is the Wayfinder, one plays the hard moment, the rest play the team. The trainer can whisper extra instructions to make it harder. After each, the group answers: "What did the Wayfinder do that worked? What would you try instead?"
Hard Moment 1: The Dominator
Setup: One team member talks in every round, goes over time in the Lightning Round, and responds to every point.
What the Wayfinder can do:
- Use structure first, not confrontation: "Let's do a Silent Write for two minutes, then go around."
- Use the Clock: "Two-minute warning. Let's hear from people who haven't spoken yet."
- Name the value, redirect the airtime: "You've given us a lot to work with. I want to hear Tomas on this."
- If it continues, talk privately afterward, never in front of the group.
Why: Blaming the person in front of the group breaks the TRUST rule "Rank the idea, not the person." Changing the structure fixes the pattern without shaming anyone.
Hard Moment 2: The Silent One
Setup: One team member says nothing, arms crossed or writing.
What the Wayfinder can do:
- Use 1-2-4-All or pairs: people who won't speak to twelve will often speak to one.
- Equalizer invites by name with an easy door: "Marcus, anything you'd add, or pass?" Always allow "pass."
- Ask for writing: silent contributions on index cards, read aloud by the Recorder.
Why: Edmondson's research shows that silence often means people do not feel safe to take a risk. The fix is to lower the risk, not raise the pressure.
Hard Moment 3: The Side Argument
Setup: Two team members start arguing about something off the agenda (for example, a disagreement from the dorm, or a different project).
What the Wayfinder can do:
- Name it calmly: "This sounds important, and it's not on today's agenda."
- Park it: "Recorder, put it in the Parking Lot. Who owns bringing it back?"
- If it is personal and heated, stop the item and ask for a quick break. If it could become a safety concern, bring in staff.
Why: Not every conflict is the productive kind Lencioni asks us to mine for. Conflict about ideas moves work. Conflict about people or old grudges belongs somewhere else, and sometimes with staff.
Hard Moment 4: The Staff Member Who Pulls Rank
Setup: Partway through a discussion, a staff member (played by a participant or, ideally, a real staff trainer) says, "We're not doing that. Next item," on a question that is actually the team's to decide, or before hearing the team's reasoning.
What the Wayfinder can do:
- Stay respectful. Never argue with staff in front of the group.
- Clarify the ladder: "Thank you. Just so we log it right: is this a decision for your level, or would you like us to bring you a recommendation?"
- If it is the staff member's call: log it as a Level 2 decision, with the staff member's name, and move on. Ask if the team can submit a written recommendation later.
- If it is unclear, park it and raise it respectfully with the staff facilitator after the meeting.
- Prevention: ask "listen, advise, or decide?" at the start of every meeting.
Why: Staff authority is real and necessary; TJP operates under three levels of leadership. The goal is not to win the moment. It is to keep the decision rights clear so the team knows what it owns. Staff taking the workshop should play this role and discuss how it feels from both sides.
Hard Moment 5: "That Won't Work Here"
Setup: A team member shoots down every idea: "That won't work in prison." "They'll never approve that." "We tried that before."
What the Wayfinder can do:
- Take it seriously: this person may know something real. "Say more. What specifically would stop it?"
- Turn it into TRIZ: "Great, let's list every way this could fail." Then ask which failures can be prevented.
- Turn it into a 15% Solution: "What part of it could work here with no one's permission?"
Why: Skeptics are often the people who have been burned before. Their knowledge makes plans stronger. What the team cannot allow is skepticism that ends every conversation without offering anything.
Session 3: The Strategic and Certification Practice (2 hours)
Goal: Participants can plan and run the key parts of a Strategic meeting, hold the Groan Zone, and are observed for certification.
| Min | Activity | Details |
|---|---|---|
| 0 to 10 | Hook | "What was hardest about your real-meeting role this week?" One-sentence round. |
| 10 to 25 | The Strategic | Walk through the Strategic agenda and the Cohort A example. Silent Read, 1-2-4-All, TRIZ, Groan Zone, 15% Solutions. |
| 25 to 40 | Drill 4: Write a One Big Topic | Each participant writes one Strategic topic as a specific, disputable question on the Strategic Prep Sheet (Worksheet 2). Pairs test: "Is it one question? Could reasonable people disagree? Who is the Decision Owner?" |
| 40 to 50 | Drill 5: Name the Groan Zone | Trainer stages a 5-minute circular argument. Participants take turns stepping in to name the Groan Zone and use Say it back to move it forward. |
| 50 to 60 | Break | |
| 60 to 105 | Certification practice runs | Groups of 5 or 6. Each participant runs a 12-minute compressed Strategic segment (Hook, Silent Read of a short memo, 1-2-4-All or TRIZ, Decide, Log it) while a trainer or certified Wayfinder scores them on the Observation Rubric. Brief feedback after each run. |
| 105 to 115 | SNAP drill | Trainer rings a bell mid-run: "Count!" Group executes SNAP in under 60 seconds. Recorder shows the note. |
| 115 to 120 | Exit | Check-out: "One thing I'll do differently as a Wayfinder." Scorecard. Trainer explains next steps for certification. |
Certification: TJP Meeting Wayfinder
This certification follows the logic of the TJP peer facilitator standard: complete the preparation, practice under observation, and co-facilitate with staff before leading. Like peer facilitator certification, it is internal to TJP, is not a professional credential, is not represented as one, and is reviewed annually.
To be certified as a Tactical Wayfinder, a participant must:
- Complete all three workshop sessions.
- Serve at least once each as Clock, Recorder, and Equalizer in real TJP meetings.
- Run at least two real Tacticals as Wayfinder, with a staff member or certified Wayfinder observing, scoring "Solid" or better on every rubric row in the second one.
- Demonstrate SNAP.
- Explain the scope boundary (educator, not therapist) and the Decision Ladder in their own words.
To be certified as a Strategic Wayfinder, a participant must additionally:
- Co-facilitate one real Strategic meeting with a staff member, and prepare the Strategic Prep Sheet for it.
- Lead one real Strategic meeting with a staff member observing, scoring "Solid" or better on every rubric row and "Strong" on at least three.
- Receive approval from the Programs Supervisor (or designee on the Interdepartmental Committee).
Keeping certification. Wayfinders are re-observed once a year. A Wayfinder who has not led a meeting in six months runs one observed Tactical before leading again. Certified Wayfinders are expected to co-train in future workshops, which is part of TJP's Channel 4 (training other incarcerated people) in action.
Part 11: What Could Go Wrong
Every system has weak spots. Naming them early is how we protect the system.
| Risk | What it looks like | Prevention |
|---|---|---|
| Ritual without substance | People say "Commit out loud" but ignore decisions later. | Decision Log follow-up at every Tactical: "Did we do what we said?" |
| Fake safety | "Permission to disagree" is said, but people who disagree get punished socially. | Equalizer tallies; Horizon Review checks Q2; staff watch for retaliation. |
| Resident-staff confusion | Residents think they have authority they don't, or staff decide things that belong to the team. | Decision Ladder posted on the wall; "listen, advise, or decide" at every meeting. |
| Reading-level barriers | Silent Read and written forms shut out some residents. | Read memos aloud; keep memos to 1 to 2 pages in plain language; pair readers; allow verbal contributions to be written by the Recorder. |
| Clinical drift | A meeting turns into a group therapy session. | Scope boundary taught and tested; staff brought in immediately. |
| Paper gets lost | Decision Log disappears after a shakedown or lockdown. | Keep logs in the TJP space; scan the Decision Log weekly on the LAN scanner; type into the LAN computer if approved. |
Part 12: Why TJP Must Exist
Part 13: Signs for the Dorm
Print on letter paper, laminate, and post in the Think Tank, the Task Force, and the dorm. Use the label maker for the smaller role tags on the CREW rotation chart.
Worksheet 1: Tactical Meeting Agenda
Team / Cohort: Date: Week:
CREW this week: Clock Recorder Equalizer Wayfinder
Staff present and role (listen / advise / decide):
| Min | HUDDLE | Notes |
|---|---|---|
| 0 to 5 | Hook: Win of the Week | |
| Hook: This week's stake | ||
| Hook: Permission to disagree said? | Yes / No | |
| 5 to 13 | Update: Lightning Round (60 sec each, no discussion) | See table below |
| 13 to 20 | Update: Numbers (Playbook Q8) and Q6 check | See table below |
| 20 to 22 | Update: Real-Time Agenda (2 to 3 questions) | See below |
| 22 to 42 | Dig in and Decide | Log decisions on Worksheet 3 |
| 42 to 46 | Log it: read back, update Q7 | Done: Yes / No |
| 46 to 50 | Exit: check-out and Scorecard | Done: Yes / No |
Lightning Round
| Name | Top priorities this week (2 to 3) |
|---|---|
Numbers (from the Project Page)
| Number | Target | Now | Green / Yellow / Red |
|---|---|---|---|
Q6 check: Is our One Big Thing still right? Yes / No. If no, park it for Strategic.
Real-Time Agenda (write each as a question)
Parking Lot
| Item | Goes to (Tactical / Strategic / Horizon / Up the ladder) | Who owns it |
|---|---|---|
Worksheet 2: Strategic Meeting Prep Sheet
Complete this at least one week before the Strategic meeting. The topic owner and the Wayfinder fill it in together.
Date of meeting: Topic owner: Wayfinder:
1. The One Big Topic, written as one question:
2. Test the question (check each):
| Test | Yes / No |
|---|---|
| Is it one question, not three? | |
| Could reasonable people disagree about the answer? | |
| Does it matter for more than this week? | |
| Is it too big for a Tactical (needs research, over 10 minutes)? |
3. The stake (why it matters, 2 or 3 sentences, for the Hook):
4. Decision Ladder level: 1 Team / 2 Committee / 3 Board / 4 SCDC Division
Decision Owner (name and title):
Today we will: Decide / Write a recommendation to
5. Who must be in the room (people with knowledge or a stake):
6. The Silent Read memo (1 to 2 pages, plain language). Outline:
| Section | Notes |
|---|---|
| The question | |
| What we know (facts, numbers) | |
| Options (2 to 4) | |
| What we don't know yet | |
| Questions for staff or leadership |
7. Structure plan (circle the tools you will use): 1-2-4-All / TRIZ / What So What Now What / 15% Solutions / Two Doors / LESS filter
8. Playbook questions this could change: Q5 / Q6 / Q7 / Q8
9. Who reads the memo aloud for those who want it read?
Approved by staff facilitator: Date:
Worksheet 3: Decision Log
Every TJP meeting keeps one. Keep it in the team folder. Read it back before Exit. Check it at the start of every Tactical: "Did we do what we said?"
Team / Cohort: Page:
| # and date | Decision (what exactly) | Level (1 to 4) and who decided | Owner and by when | How we'll know / Done? |
|---|---|---|---|---|
Up the ladder: recommendations waiting on leadership
| # | Recommendation | Sent to | Date sent | Answer and date |
|---|---|---|---|---|
Numbering tip: Use week and number (8.1, 8.2) so decisions can be found fast in the Monthly Report.
Worksheet 4: Meeting Scorecard (60 seconds)
Everyone fills one out at Exit. No names. The Recorder collects, averages, and writes the averages in the team folder. Averages go into the TJP Monthly Report under "Meeting health."
Meeting: Check-In / Tactical / Strategic / Horizon Review Date:
Circle one number for each: 1 = Not at all, 3 = Somewhat, 5 = Completely.
| Question | Score |
|---|---|
| 1. The Hook made it clear why this meeting mattered. | 1 2 3 4 5 |
| 2. I had a real chance to speak. | 1 2 3 4 5 |
| 3. People disagreed honestly and respectfully. | 1 2 3 4 5 |
| 4. We made clear decisions (or clear recommendations). | 1 2 3 4 5 |
| 5. I know exactly what I am doing next and by when. | 1 2 3 4 5 |
| 6. We ended on time. | Yes / No |
One thing to change next time (optional):
(Cut along the line. Four scorecards fit on one page when printed small.)
Recorder's summary (for the team folder)
| Date | Meeting | Avg Q1 to Q5 | Ended on time? | Top suggestion |
|---|---|---|---|---|
Worksheet 5: Facilitator Observation Rubric
Used in the Workshop and for certification. The observer fills this out during the meeting and reviews it with the Wayfinder afterward. Score each row: 1 Not yet, 2 Developing, 3 Solid, 4 Strong.
Wayfinder: Observer: Date:
Meeting: Tactical / Strategic Observed run #:
| HUDDLE area | Solid looks like | Score (1 to 4) | Notes |
|---|---|---|---|
| Hook | States a true, specific stake; gives permission to disagree; asks staff "listen, advise, or decide?" | ||
| Update | Lightning Round or Silent Read held to time; no discussion creeps in | ||
| Dig in: questions | Agenda items written as questions; Strategic topics parked | ||
| Dig in: mining for conflict | Invites the held-back disagreement; uses Say it back | ||
| Dig in: voice balance | Quiet voices invited; dominator redirected without shaming | ||
| Groan Zone (Strategic) | Names it; keeps group working instead of quitting or rushing | ||
| Decide | Clear decisions or recommendations; right Decision Ladder level; Commit out loud | ||
| Log it | Every decision has an owner and a date; read back before Exit | ||
| Exit and time | Ends on time; check-out and Scorecard done | ||
| Scope boundary | Stays educator, not therapist; brings in staff when needed | ||
| Hard moment (if any) | Handles it calmly, respectfully, within TRUST rules |
Total: / 44 (or / 40 if no Groan Zone row)
Certification standard: Tactical: every row "Solid" (3) or better. Strategic: every row 3 or better and at least three rows "Strong" (4).
Two things that worked:
One change for next time (one change rule):
Observer signature: Wayfinder signature:
Worksheet 6: The Pocket Card
Print, cut, fold, and laminate. One side for the meeting, one side for the words.
SIDE A: RUN THE MEETING
| HUDDLE | Say or do |
|---|---|
| Hook | "Here's why this matters today. Say it in the room." |
| Update | Lightning Round (60 sec) or Silent Read |
| Dig in | Questions, not topics. Mine for conflict. |
| Decide | Say it back. Commit out loud. Or Up the ladder. |
| Log it | Who, what, by when. Read it back. |
| Exit | Check-out. Scorecard. On time. |
| CREW | Job |
|---|---|
| Clock | Time and Two-minute warning |
| Recorder | Decision Log and Parking Lot |
| Equalizer | Voice balance |
| Wayfinder | Guides the meeting |
SIDE B: THE WORDS AND THE RHYTHM
| Meeting | When | How long | Playbook |
|---|---|---|---|
| Check-In | Daily | 10 min, standing | (feeds Tactical) |
| Tactical | Weekly | 60 min | Q7; checks Q6, Q8 |
| Strategic | Monthly | 2 hrs | Q5 to Q8 |
| Horizon Review | Quarterly | Half day | Q1 to Q4 |
| Quick words | |
|---|---|
| Park it | Save it for the right meeting |
| Say it back | Repeat their point until they say "yes" |
| Groan Zone | Hard middle means we're working |
| Up the ladder | Not our call: recommend, don't decide |
| SNAP | Stop, Note, Assign, Pick up |
| Staff in room? | "Listen, advise, or decide?" |
Further Study
- Patrick Lencioni, Death by Meeting: A Leadership Fable (Jossey-Bass, 2004). The foundation of this document. A short, readable story followed by a clear model. Good for the TJP library; readable at most reading levels.
- Patrick Lencioni, The Advantage (Jossey-Bass, 2012). Source of the six questions that TJP expanded into the Eight Questions of the TJP Playbook. Also explains how meetings keep an organization healthy.
- Patrick Lencioni, The Five Dysfunctions of a Team (Jossey-Bass, 2002). Background for the TRUST rules and why conflict must be productive.
- Steven G. Rogelberg, The Surprising Science of Meetings (Oxford University Press, 2019). The research behind meeting length, questions as agendas, standing and silent brainstorming, and why leaders overrate their own meetings. Good for staff and Wayfinders.
- Amy C. Edmondson, The Fearless Organization (Wiley, 2018). Psychological safety in plain language, with a practical toolkit for leaders. Especially useful for staff in the room.
- Henri Lipmanowicz and Keith McCandless, The Surprising Power of Liberating Structures (Liberating Structures Press, 2013). Step-by-step instructions for 1-2-4-All, TRIZ, 15% Solutions, What So What Now What, and more. Staff can print individual structures from liberatingstructures.com for the LAN.
- Priya Parker, The Art of Gathering: How We Meet and Why It Matters (Riverhead, 2018). Why purpose must be specific, why openings and closings matter, and what "generous authority" means for a host. Good for Horizon Review planning.
- Sam Kaner and colleagues, Facilitator's Guide to Participatory Decision-Making (Jossey-Bass; 3rd edition, 2014). The best practical manual on the Groan Zone, reaching agreement, and handling difficult dynamics. The workshop trainer's reference book.
- TJP's own ADOPT Model materials. TRUST, PROOF, LESS, and 3 Ws are the backbone this meeting system reuses.
Sources
- Lencioni, P. (2004). Death by Meeting: A Leadership Fable About Solving the Most Painful Problem in Business. Jossey-Bass. Four meeting types (daily check-in, weekly tactical with lightning round and real-time agenda, monthly strategic, quarterly off-site review); drama and context; mining for conflict; real-time permission. Summary checked at tylerdevries.com/book-summaries/death-by-meeting.
- Lencioni, P. (2012). The Advantage: Why Organizational Health Trumps Everything Else in Business. Jossey-Bass.
- Rogelberg, S. G. (2019). The Surprising Science of Meetings: How You Can Lead Your Team to Peak Performance. Oxford University Press. See also Rogelberg, "Have a compelling agenda," stevenrogelberg.com (agenda items framed as questions; "if you can't think of any questions, it likely means you don't need a meeting").
- Bluedorn, A. C., Turban, D. B., and Love, M. S. (1999). The effects of stand-up and sit-down meeting formats on meeting outcomes. Journal of Applied Psychology, 84, 277-285.
- Edmondson, A. C. (1999). Psychological safety and learning behavior in work teams. Administrative Science Quarterly, 44(2), 350-383.
- Edmondson, A. C. (2018). The Fearless Organization: Creating Psychological Safety in the Workplace for Learning, Innovation, and Growth. Wiley.
- Lipmanowicz, H., and McCandless, K. (2013). The Surprising Power of Liberating Structures: Simple Rules to Unleash a Culture of Innovation. Liberating Structures Press. Also liberatingstructures.com and liberatingstructures.info (What, So What, Now What steps and timing).
- Bezos, J. (2017). 2016 Letter to Shareholders. Amazon (aboutamazon.com). "Disagree and commit."
- Bezos, J. (2018). 2017 Letter to Shareholders. Amazon. Six-page narrative memos.
- Parker, P. (2018). The Art of Gathering: How We Meet and Why It Matters. Riverhead Books.
- Kaner, S., with Lind, L., Toldi, C., Fisk, S., and Berger, D. (2014). Facilitator's Guide to Participatory Decision-Making (3rd ed.). Jossey-Bass.
- TJP internal materials: ADOPT Model Task Force Process; TJP Master Curriculum (peer facilitator standard, Four Channels, facilitation model).
Verify locally: count and movement times, rules on visitors (including minors), recording inside the institution, and any limits on what information may be collected from outside participants. These vary by institution and must be confirmed with the Interdepartmental Committee.