Meeting Facilitation

A meeting facilitator makes things easier for you and your team!

We make sure everyone has a voice. And, we design the flow to make the meeting run smoothly and to help you get the right things done.

What is a Facilitator

A facilitator can be helpful when:

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Community input must be gathered for large project initiatives.

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A group is dealing with a controversial issue or difficult problem and can’t make headway.

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Staff meetings always seem emotionally charged, and decisions never stick.

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Big-picture topics need to be explored to determine how to better meet your mission.

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Disparate groups or teams need to collaborate on high-stakes initiative.

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Geographically distributed teams need to work together collaboratively.

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A team is trying to solve a complex or sensitive problem, and members can’t be neutral enough to facilitate themselves.

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Meeting after meeting occurs with no accountability for action items and nothing is getting done.

Meeting facilitation is like an insurance policy for your important meetings or conferences. You want your meeting or conference to be successful.

The facilitator is the guide who helps your participants flow through the steps so that the desired outcomes are clearly created, understood, and accepted by all participants. They don’t just give you a smoothly running meeting (although that is definitely a benefit). Instead, the facilitator helps you get better RESULTS from your meeting.

Click here to read our blog post about what a facilitator is and why you need to hire one.

A Few Case Studies

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Gender Equity Summit

Challenge: Early in the pandemic, a large national association wanted to conduct a virtual summit involving more than 40 senior medical professionals on topics related to gender equity.

How We Helped: We led all planning and design efforts for a 2-day virtual summit with experienced physicians and medical professionals from across the country. As Lead Facilitator, we guided participants through a series of activities to brainstorm and conduct action planning to kick off a longer-term initiative.

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Focus Group

Challenge: A large nonprofit organization needed help conducting a focus group with 40+ scientists to assess the feasibility of a multi-million dollar initiative collaboratively. They wanted to work virtually to identify challenges, new questions, and possibilities that would guide this multi-year project.

How We Helped: Working collaboratively with the sponsor, we designed a detailed collaborative virtual workspace to support an all-day meeting. We used Mural, a virtual whiteboard tool, to power a series of small group discussions. As a result, the sponsor had sufficient data to inform critical decisions on the future of this planned initiative.

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Improving Team Communications

Challenge: A Human Resources team at a large association had experienced changes in top leadership. The primary supervisor was so busy that he barely had time to talk to the team and his micromanaging style was a significant bottleneck with high-prioirty projects. No one knew how to talk to him. 

How We Helped: Using the Everything DiSC Workplace® model, we helped them better understand each other’s communication styles. We found hidden priorities and triggers that influence their behavior and interactions with each other. 

 

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Feeling Like a More Cohesive Team

Challenge: A small, remote, fast-growing nonprofit team had tripled in size. The newest staff members had been thrown into the fire of the nonprofit and felt overwhelmed, unsupported, and not like a team.

How We Helped: We explored their strengths, improved communication, and focused on the areas causing the most problems. As a result, they began feeling like a more cohesive team and were better able to communicate and support each other.

A good facilitator will:

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Work closely with you to plan, design and deliver an experience for your participants that meets your needs and your goals.

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Make sure all participants are crystal clear on the purpose of your session.

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Help you decide the best people to invite to your session and design it so that everyone can do their best work together.

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Keep people engaged and involved during the session.

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Provide methods for quickly documenting the results of the session.

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Remain neutral on the issues.

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Offer flexibility so that the conversation can go where it needs to go.

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