Session agenda
Write the session flow on the board before participants arrive: welcome (5 min), introductions (5 min), warm-up exercise (10 min), core discussion topics (45–60 min), wrap-up and next steps (10 min). Time-box every segment. The facilitator should be able to glance at the board and know where the session is in the schedule.
Discussion topics
Write three to four discussion topics in order. Each topic is a prompt, not a question — broader than an interview question to invite multiple perspectives. 'Tell me about how you currently handle [task]' is a discussion topic. For each topic: write two to three follow-on questions the facilitator can use to deepen the discussion if it stalls.
Working agreements
Write the group norms on the board where participants can see them: all perspectives welcome, no right or wrong answers, one person speaks at a time, what's shared here stays here. Read these aloud at the start of the session. The working agreements are especially important for sensitive topics.
Participant capture grid
A grid with participant codes (P1–P8) as rows and key topics as columns. The note-taker marks each participant's position on each topic as the discussion progresses. This allows post-session analysis of whether opinions were convergent or divergent — which is often the most important finding.
Emerging themes
A section the facilitator and note-taker fill during the session: patterns, surprises, and quotes that stand out. These are captured in real time — not reconstructed from memory or a recording. The emerging themes section is the raw material for the post-session synthesis.