Piece 14 of 14
Templates and tools
The three sheets every organizer needs, ready to copy.
The pieces above keep pointing at three tools. Here they are, so you don't have to design them. Copy each into a document or a notebook and make it yours. Keep every one of them private and backed up, per rule eight.
The sign-in sheet
For the first meeting and every public table. One row per person.
- Name
- Email or phone
- What brought you here
- Okay to contact? (yes / no)
Hand it to your Operations lead the same night. A name you don't capture is a name you lose.
Download the PDFThe first-meeting agenda
Ninety minutes, timed. Print it or keep it on your phone as the facilitator.
- 10 minWelcome and why we're here
- 20 minGo around the room
- 10 minWhat this is, and what it isn't
- 20 minThe next 90 days, and fill the three roles
- 15 minFind the others, one name each
- 15 minClose: confirm roles and the next date
Full script is in The first meeting. End on time, always.
Download the PDFThe contact tracker
Your one honest number lives here: people who said yes and can be reached.
- Name
- How I know them
- Said yes? (yes / maybe / no)
- How to reach them
- Date added
- Last talked
This is the list you protect above everything. Private, secure, and never shared without permission.
Download the PDF