The Facilitator Toolkit

A structured agenda for a two-hour monthly session. Divided into four phases: check-in, issue presentation, group discussion, and commitments. Time blocks are built in so you don't have to manage the clock manually. The template is formatted in a way that members can follow along without it feeling bureaucratic.

A customizable agreement that covers the foundational norms every peer advisory group needs. It addresses confidentiality, attendance expectations, how decisions are made about group membership, and what happens when norms are violated. Designed to be reviewed and signed at the group's first meeting, then revisited annually.

Members complete this before each meeting when they have an issue to bring to the group. It prompts them to define the problem clearly, describe what they've already tried, and state specifically what kind of input they're looking for. This single document dramatically improves the quality of group discussions by preventing vague problem statements.

A simple monthly log where each member records the commitments they made at the last meeting and reports on their progress. Lightweight by design. The sheet is shared before each meeting so the group can start with a brief accountability round without spending the whole session on it.

A brief questionnaire for prospective members. It covers business background, what they're hoping to get from the group, how they prefer to give and receive feedback, and any potential conflicts of interest with existing members. Designed to gather useful information without feeling like a formal interview.