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Day 1 — Form Your Summit Team

Day 1 is about becoming a team before becoming a project. You will only have about 30 minutes of actual team working time at the end of the day. Most of the day is designed to help you meet people, explore ideas, and form a team.

Because time is limited, focus only on what is essential to start Day 2 well.

By the end of Day 1, your Summit team should have:

  • Introduced yourselves
  • Written 2–3 team norms
  • Chosen a simple decision rule

Do not try to do questions, hypotheses, product direction, data work, methods, notes cleanup, or results on Day 1.

📣 Edit the Day 1 sections Open Home See the Example

D1-A — Introduce yourselves

Main page: People

Each person should briefly share:

  • What you work on
  • Why you came to the Summit
  • What you might want to create

Keep this fast. One sentence per person is enough.

Use the in-person name cards to guide the conversation:

Name card prompts Follow-up notes
Name card prompts for name, institution, area of expertise, research difference, and questions Follow-up notes card with space for names and follow-up ideas

D1-B — Create team norms

Main page: Team Norms and Decision Making

Write 2–3 norms only. Keep them simple and actionable.

Good norms sound like working agreements, not generic values.

Use the Team Norms activity if your team wants a worksheet for recording decisions and checking agreement.

Summit team norms worksheet

Examples:

  • We will pause when someone says they are lost.
  • We will make decisions visible before moving on.
  • We will treat everything as a draft until the team agrees it is final.

D1-C — Choose how you will make decisions

Main page: Team Norms and Decision Making

Pick one simple rule.

Examples:

  • Quick vote for small choices
  • Consensus for major direction changes
  • Move forward unless someone has a strong objection

Add one sentence describing your decision rule.

Day 1 finish line

You are done when you have alignment, not results.

Before leaving, your page should have:

  • People
  • 2–3 team norms
  • One decision rule

If you have those, you are exactly on track.