CDAT Tools
The documents available here will assist you throughout all the phases of forming and managing your CDAT. These are provided free; we do request that you maintain the proper copyright information on the documents, as it is provided.
If you have ideas for other documents to include, please contact us -- we look forward to collaborating!
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Develop Measurable Goals and Timelines
This document is designed to help you develop the goals and timelines you will address with your CDAT. As the initiator of a CDAT, you can share these briefly in your invitation and then in more depth as you start your work.
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Identify Potential CDAT Members
Use this document to assemble and consider a list of potential team members. The questions are slightly different for the Single-Driver Group and the Mutual Action Circle.
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Information Package Content
We recommend you send each team member a comprehensive information package prior to your kick-off meeting. By giving your team several days to review the package before the kick-off meeting you inform and prepare them.
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Meeting Agenda
You can use this document to create an agenda for each meeting you call, whether face-to-face, by telephone, or online.
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Quarterly Review
This form can help you present a summary of activities or learning for the quarter.
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