In this step, you should coordinate logistics of the Team Mapping session. In particular, it is important to ensure that the appropriate team members or role representatives are invited and that scheduling also supports the engagement of a representative cross-section of roles in the mapping activity.
Depending on the scope of the Team Mapping session you are planning, identifying the required participants may be quite simple: those individuals who are or are about to be working together in a team should be present during the session. In a larger session, ensure a wide representation of different clinical and support roles among team mapping participants.
Review the Team Mapping Session Checklist and flag any documents that need to be made available, presentations that need to be customized and/or supplies that need to be gathered. If it is a larger session with more than 12 participants, consider options for dividing participants into groups and ensure you have enough facilitators to run smaller group Team Mapping activities. (Using Miro/ Virtual Team mapping it is easier to engage a slightly larger group. For in person mapping we recommend 1 facilitator for each group of 10.)
💡 Remember: you want people who are going to be working together (as a team) to work together in a team mapping session whenever possible!
If your session is going to be virtual, we recommend sharing out some virtual meeting guidelines to help support a meaningful remote connection:
NEXT STEP: Team Mapping in Small Group(s)