Process Observer Checklist

General Process Observations Name Date


1. Did the Board stay on task?



2. How was the energy and focus of the group?



3. Were presenters and reports well prepared and did they use time efficiently?



4. Were handouts useful and clear? Were e mails useful and clear?



5. Was discussion productive? Expansive? Balanced? Respectful?



6. How was conflict or dissent handled? Specifically, how were "minority" perspectives heard and considered?



7. Was business concluded and decisions made in a timely and purposeful manner?



8. What suggestions do you have to improve the process next time?




Process Observations Checklist---UUA Board of Trustees--T. Payne-Alex/2002; J. Shanti/2006--J. Lund/C.Wooldridge