You’ve decided you want to take your team off-site –away from the hustle and bustle of the workplace – to focus on an important, pressing issue. Especially when time is of the essence, you need to stay focused on the topic at hand, and maintain healthy relationships among the participants, it’s a good idea to hire a professional facilitator to keep intellectual order.
There are no one-size-fits-all meeting plans here. Kristin uses a 4-step process to create and facilitate meetings that are customized to your outcomes, company culture, and the players involved.
1. Get Ready
Kristin meets with the meeting sponsor (either face-to-face or by phone) to achieve clarity and alignment on:
- The Objectives and Deliverables
- The Process
- My Role as a Facilitator
- The Composition of the Team
- Agreement on Next Steps including prework and/or interviews
She’ll help you turn your general ideas into targeted deliverables.
2. Design the Meeting
In designing a meeting, Kristin’s goal is to truly “step into the shoes” of the people involved. She goes to great lengths to understand your company’s issues, culture, and unique challenges.
Before the meeting even begins, Kristin solicits the ideas of meeting attendees to discover areas of agreement—and where they don’t agree. She deploys a variety of tools and techniques to gather data, including attendee interviews and Web-based surveys.
The result? A meeting uniquely tailored to your group, that engages participants and gets your goals accomplished.
3. Facilitate the Meeting
Kristin guides the conversation and keep things high-energy and on track. During the meeting, she captures action steps as they arise. At the end, she confirms any agreed-upon action items that need to be done, and who is accountable for them.
4. Follow Up
Your meeting is only as good as the actions that come from it. Kristin ensures there’s a structure in place so you can maintain momentum. Within one week following the off-site, we will transcribe the final results in MS Word format and emailed a final copy. Additionally, one month after the workshop, we will contact the sponsor to evaluate progress, provide coaching and to discuss next steps, if necessary.
Thank you for the marvelous effort you put in to our off-site. This was a very new exercise for many involved, and you managed to continuously steer the discussion and activity in to productive areas. I think the outcomes were great and we should be able to keep on track and focused for awhile. Well done!
Steve Fletcher, Managing Director, Automotive Recyclers of Canada
We have used other facilitators before, but Kristin did the best job of keeping our Board focused . For the first time, I actually think there will follow through!
Tom Hammerberg, President/Executive Director, Automatic Fire Alarm Association
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