The document outlines the POTENT framework for effective meetings, which stands for Plan, Open, Tailor a process, Execute, eNd, and Track. It provides guidance on planning the meeting by inviting the right people and sending reminders and agendas, opening by setting expectations and goals, establishing norms, doing the work by generating ideas and making decisions, closing by summarizing outcomes, and following up by sending minutes and checking on action items. The framework is intended to help meetings be productive by following a structured process.

1. JR Joaquín Roca
POTENT Meetings©
Plan Invite the right people
Send a reminder before the meeting
Send the agenda around prior to the meeting
Allocate enough time to cover each topic
Open Set climate and check in
Review the agenda and visually display it
State meeting goals
Tailor a process Establish norms/ground rules
Remember BART:
Boundaries
Authority
Role
Task
Execute Generate ideas
(do the work) Make decisions
Solve problems
Create action items
Assign work
eNd Summarize meeting, decisions made, actions to be taken
(closing) Check out
Track Send minutes (highlight decisions and action items)
(follow-up) Check in regarding action items that are time-bound
me@JoaquinRoca.com POTENT Meetings
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