Check-in 4: build the playbook together

What you need before you meet

A shared doc open and ready to edit together. Tell Marcus: "We are going to co-write this; I am just the thinking partner."

How the conversation goes
  • Start with one question: "What would make this team's meetings feel safe to everyone?" Let Marcus answer first.
  • Introduce the "how I like to raise things" round: each team member states their own preference, in their own words. Suggest Marcus frame it as a question to the team, not a form to fill in.
  • Rotating times: ask Marcus to look at where the late slot has landed so far, then ask: "What would fair rotation look like?" He will figure it out.
  • Decision log: pull up check-in 2. Tunde said meetings rarely decided anything. A one-line entry at the end of each meeting doc is all it takes.
  • Pre-meeting ask: connect it to what Joy told you. Marcus can draft a short message he would send the day before to anyone he wants to present something.
What to say

"You noticed the pattern with Joy. Now you are designing the fix with the team. That is the difference between a rule you make for people and a norm they own."

What not to say

Don't say "this is the right way to run meetings." It forecloses the team's voice. Ask questions and let the playbook come from their answers.

Your turn to lead

Joy is going to run the next retrospective using the async retro format she used at her previous company. Marcus is the learner in that meeting. Help him say to the team: "I haven't done it this way before -- Joy's going to take us through it." That sentence, said out loud, changes what the team sees.

Coaching Marcus without taking over

Ask, don't tell. When Marcus gets stuck, try "What do you think is holding this back?" before offering your own view. Amy Edmondson's term for what you are building here is psychological safety: the team's belief that they can raise a concern or take a risk without being penalised. Marcus does not need to use that phrase; he needs to act it into existence.