Facilitator Guide · Step 3 of 5 · Choreograph Decisions

Design an Agenda That Turns Readiness into a Draft Roadmap

Use the decision-capable conference package from Step 2 to build a two-day working flow. Give every block a decision job, prepared inputs, the right participation, a visible output, an artifact owner, and a next sync—then remove everything that does not help the room advance the roadmap.

Fast path
5 × 5 minutes
Full path
75–120 minutes
Agenda blocks
Five connected moves
Primary output
Tailored two-day conference agenda
Next step
Refinement Cadence

Understanding Agenda Flow

The agenda is a decision system in time

A conference agenda is useful when each block changes what the group knows, can decide, or can refine. The sequence should deliberately alternate context, divergence, convergence, adjustment, and closure.

Two-Day Rhythm

Open and close the problem space twice

Day 1 creates shared context, opens cross-unit problem-solving, and closes with a first integrated draft. The overnight window resolves or routes issues that need concentrated authority. Day 2 starts from the changed truth, opens refinement and operating-model work, and closes with a credible go-refine package.

Day 1 · Orient Vision Statements

Convert market, strategy, product, architecture, platform, compliance, capacity, and partner context into guardrails and questions.

Day 1 · Diverge Breakouts Day 1

Work the strongest Flow problems and trade-offs through structured rooms, an open market, or a deliberate hybrid.

Day 1 → Day 2 · Converge Alignment & Planning Adjustment

Overlay the draft, expose conflicts, use leadership decision windows, and publish what changed before Day 2 resumes.

Day 2 · Diverge Breakouts Day 2

Refine roadmap gaps and test collaboration, Solution Area, train, platform, community, and cadence hypotheses.

Day 2 · Converge Final Alignment

Review one draft, inspect confidence by scope, own risks and open decisions, then hand the work into refinement.

Five Design Decisions

Answer one hard question for every block

  1. 3AWhich context inputs create decision readiness?

    Choose the smallest vision set that lets participants make the first cross-unit trade-offs.

  2. 3BHow open should the first problem-solving phase be?

    Match structured, open, or hybrid breakouts to the clarity of the problem backlog and the uncertainty in the room.

  3. 3CHow will conflict become changed guardrails?

    Design draft review, leadership decisions, overnight work, and the Day 2 planning adjustment as one loop.

  4. 3DHow will the roadmap and operating model be refined together?

    Make organizational changes explicit hypotheses that affected people can inspect and adapt.

  5. 3EHow will the conference close without overclaiming?

    Finish with a credible draft, owned risk, scoped confidence, and a clear refinement path—not a fictional final plan.

Design Discipline

Give every block a contract before giving it a time slot

The detailed timetable is the consequence of decision design. A reusable block contract prevents speeches, breakouts, and votes from becoming disconnected activities.

Agenda Block Contract

Eight fields connect purpose, participation, and follow-through

01Decision job

What choice, integration, hypothesis, or readiness outcome must this block advance?

02Prepared input

Which Decision Contracts, roadmaps, evidence, options, constraints, or questions enter?

03People and authority

Who works, decides, validates, documents, performs, waits on standby, or is informed?

04Interaction pattern

Briefing, structured breakout, Open Space, review, problem-solving, vote, or retrospective?

05Timebox and capacity

How much working time, how many parallel rooms, and which scarce people are available?

06Required output

Decision, roadmap delta, owner, risk, capacity assumption, escalation, or validation plan?

07Artifact update

Which source of truth changes, who edits it, and when is the update considered complete?

08Next sync

Where do unresolved work, validation, refinement, and supersession enter the operating rhythm?

Block design sentence Given [prepared inputs], [participants and authority] will use [interaction pattern] for [timebox] to produce [output], update [artifact], and route [open work] to [next sync].

Quality Guardrails

Protect working time from agenda inflation

Smallest useful inputBrief only what changes the work

Every context item must become a guardrail, option, risk, assumption, or decision question.

Decision densityPrefer work over speeches

Remove content that cannot alter a choice, artifact, confidence level, or refinement path.

Parallel capacityDo not double-book authority

Test whether deciders, artifact owners, and scarce experts can actually support simultaneous rooms.

Visible integrationHarvest directly into shared artifacts

Do not create a second pile of breakout slides that someone must reconcile after the event.

Recovery spaceLeave room for real problems

Protect buffers for overruns, emergent topics, conflict, movement, technology failure, and sensemaking.

No false finishClose with the truth

Label draft, accepted, blocked, uncertain, and refinement-needed states explicitly.

Fast path · 25 minutes

Sketch one block every five minutes

  • Select only the indispensable snippets
  • Name one primary output per block
  • Mark missing authority or input as a gap
  • Use rough timeboxes and validate later
Full path · 75–120 minutes

Build a runnable agenda architecture

  • Write Agenda Block Contracts
  • Model room and participant capacity
  • Define artifact updates and harvest rules
  • Test fallbacks, buffers, and next syncs

Ready to Begin?

Start with decision readiness, not an empty calendar

Bring from Step 2

  • Prioritized Decision Contracts
  • Invite, decision-window, and standby map
  • Portfolio, shared-foundation, tactical, function, and partner inputs
  • Readiness status, gaps, owners, and fallbacks

Know about the event

  • Available days, time zones, rooms, and technology
  • Participant count and parallel-session capacity
  • Scarce deciders, experts, and artifact owners
  • Accessibility, language, hybrid, and recovery needs

Produce in Step 3

  • Five block contracts and rough timeboxes
  • Breakout rooms, owners, outputs, and harvest paths
  • Alignment, overnight, and Day 2 adjustment logic
  • Final go-refine handoff into the cadence design
Start here Design the Vision Statements block

Choose only the context the room needs to make the first useful cross-unit decisions.

Open 3.1 Vision Statements

Source Foundation

Deck-led, strengthened by decision and facilitation guidance

This overview distills slides 48–50 and 61 of 05 Value_Stream_Conference.pptx; the five detailed blocks cover slides 51–60. Agenda Block Contracts, parallel-capacity checks, artifact-update discipline, and explicit next-sync routing are facilitator extensions that connect the deck to the decision system prepared in Step 2.