TOOLS: Project Agreement Meeting — Job Aid

When you think you have all the information necessary to form a project agreement letter, conduct a meeting of the key stakeholders to establish consensus. This meeting could take from half a day to two days, depending on the complexity of the issues involved.

The agenda items are bulleted below. Tips for conducting each agenda item appear below the item.

MEETING OUTPUT: A short project agreement letter (or similar document) that captures agreement on the performance issue(s) being addressed, the initial draft of the desired new or improved performance, and a description of next steps.

The meeting output should be produced as soon as possible after the meeting and distributed immediately. If people have questions or changes, they should be able to contact the PI leader to clarify and make changes (if appropriate).