Consensus huddle checklist — align, decide, commit
Run a short meeting (30–45 minutes) to secure alignment and commitments after you’ve prepared the one-page brief and prioritization notes.
- Before the meeting: Share the one-page brief and prioritization outputs 48 hours in advance with top stakeholders.
- Attendees: researcher/owner, primary decision-maker, affected operators, and one skeptical reviewer (if available).
- Agenda:
- 2–3 minute summary by the owner
- 5–10 minute clarifying questions
- 10–15 minute discussion of assumptions and success criteria
- Decision: approve pilot, request changes, or reject
- If approved — assign owner, timeline, resource commitments, and a measurement plan
- Record decisions: who approved, what was approved, required follow-ups, and decision checkpoint date.
- Follow-up: distribute meeting notes within 24 hours and confirm instrument bookings, data access, or budget transfers as required.
- Set cadence: decide a short review cadence for pilot updates (e.g., weekly 15-minute check-ins) and a final decision point.
Tip: Preserve decisions and the one-page brief in your project folder so reviewers can revisit the assumptions and evidence if the pilot finds surprising results.
Discussion
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