Situation: You have an upcoming board meeting or a retreat. You want an experienced facilitator to guide the board through an issue, a strategic plan, or simply a retreat so they can work better together. We guide board members through structured, strategic discussions, helping them align on goals and future direction while strengthening collaborative decision-making.
Solution: We facilitated a retreat for a nonprofit's Board of Directors that focused on redefining its mission and tackling financial sustainability. By the end, the board had a clear plan for action and improved working dynamics.
Situation:We help organizations navigate their strategic planning process, providing structure to long-term goal setting, resource allocation, and organizational alignment.
The Solution: A mid-sized manufacturing firm worked with us to develop a five-year strategic plan. Through facilitated sessions, the leadership team defined clear growth targets and implemented a road map that revitalized their market positioning.
Situation: Your team needs outside support to bring them together, strengthen them, help with alignment, or reduce conflicts. In small group settings, we foster deeper conversations and idea generation, ensuring that every voice is heard and meaningful solutions are created.
Solution: We facilitated a cross-departmental working group at a healthcare organization tasked with improving patient care delivery, resulting in the development of a new, more efficient patient intake process.
Situation Our company retreat facilitation balances team-building activities with strategic discussions to boost cohesion and long-term performance.
Solution: At a tech startup’s annual retreat, we facilitated sessions that helped the leadership team address interpersonal conflicts and develop a more collaborative culture, improving employee retention and morale.
Situation We design and lead planning sessions that ensure participants leave with clear, actionable steps to achieve specific goals or implement new initiatives.
Solution: We led a planning session for a fast-growing retail chain that focused on expanding operations into new markets. The session resulted in a detailed action plan that balanced ambitious growth with practical implementation timelines.
Situation In conflict resolution facilitation, we create a safe environment for parties to address issues, leading to constructive and lasting resolutions openly.
Solution: After months of tension between two department heads at a financial services firm, we facilitated a conflict resolution session that resolved the immediate issues and established better communication channels for future collaboration.
Situation:
Our work with change ranges from executive to front-line teams. Mark Kelly, my mentor and former partner, worked to help companies transition to self-managed teams. His book, The Adventures of a Self-Managed Team, is a classic, green-field case study. We facilitate change management sessions that help organizations navigate transitions with minimal disruption, ensuring employees are aligned and adaptable.
The Solution: During a merger between two small companies involved in environmental research, we facilitated change management sessions that addressed employee concerns, helping to streamline the integration process and reduce turnover. This was an example of when, despite our work, egos and control led to the company's eventual sale to separate entities.
Situation: Our work with boards expands broadly, including facilitating boards with elected officials, privately owned companies, international companies, or family-owned businesses. We provide structured facilitation for elected officials to work through complex policy discussions, ensuring productive debate and consensus-building.
Solution: We facilitated a city council meeting focused on developing a new urban housing policy. Through our facilitation, council members found common ground and developed a cohesive policy framework.
Situation:
You need a community engagement facilitator to design a way for multiple parties to be heard, to develop shared goals, or to recommend solutions. Our facilitation for community engagements creates an inclusive space for diverse stakeholders to voice their opinions and collaborate on shared goals.
Solution: We facilitated a series of community engagement meetings for a public transportation project, ensuring that feedback from residents, businesses, and government officials was incorporated into the final planning process.
Pick our brains.
Capitalize on your Experience.
Jointly, we can figure out an approach.
