Project Examples: Team Facilitation

One example of this type of project is with a manager and his team who wanted to clearly identify their current situation and then articulate a vision for their future that could meet the changing needs of their organization.

We began with an initial assessment in which I conducted interviews with all of the team members individually and appropriate members of the management team. We then had a one-day offsite to develop the vision, tactics, allocation of resources and an action plan to go forward. To ensure results and the implementation of the plan I was asked to provide ongoing coaching and follow-up.

This project is representative of many Strategic Planning sessions that I have conducted with small businesses and teams from larger organizations in one- to two-day offsites. My consulting begins with interviews and an assessment of the manager and the team. I then design the preparation for the offsite in conjunction with client, and provide the coaching as needed for the implementation and follow-up phase of the project.

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