Meeting Note 5

[Team Selection Guidelines]

I. Size: Target 5-8 team members (maximum 10)

• Small enough for active participation.
• Large enough for diverse perspectives.

II. Selection Criteria (Use all four questions on slide):

• Start with motivated, interested people.
• Look for needed skills and knowledge.
• Include different perspectives.
• Confirm availability and commitment.

III. Building Your List:

• List potential members for each criterion.
• Consider both obvious and non-obvious choices.
• Add “backup” candidates as alternatives.
• Think beyond your immediate team if needed.

[Pro Tips]

• Mix experience levels.
• Include people close to the process.
• Don’t shy away from different viewpoints.
• Consider informal leaders.
• Ensure members can commit to both meeting and follow-up actions.
• Pre-identify backups.

Next: Complete your final preparation steps for a successful Liftoff Meeting →