Samples of Facilitation Interventions

Offsite—High Tech

We designed and facilitated a planning meeting for a performance management team at a high tech company. They needed to develop a mission and a plan for institutionalizing a new performance management system.

Strategic Planning—Retail

We worked closely with the CEO of a large retail company to develop and facilitate a two-day strategic planning session with the senior team. We used graphic facilitation methods to help the team focus on the business environment and a strategy that was most likely to result in higher retail sales. As a result of this work, overall sales improved.

Strategic Planning—High-Tech

Two technology marketing groups that were merging needed to devise a strategy for merging the teams as well as a new vision and mission. We worked with them to develop a new mission, vision, action plans and messaging, resulting in a clearer focus and successful integration.

Strategic Planning—Nonprofits

We have conducted strategic planning sessions for the boards of a number of nonprofit organizations. Our efforts typically focus on the issues that nonprofit boards struggle with most: defining a clear mission, charter and strategy that volunteers will implement, and finding ongoing sources of funding. We customize strategic planning off-sites for each group we work with, using our business experience and tools developed especially for nonprofits.