Retreats & Facilitation

 
Retreats

Life in your organization is likely fast-paced.  Best-laid intentions to hold time in a regular meeting for reflection, visioning, strategy, blue-sky thinking, hard tasks  -- are frequently bumped forward to the next meeting (or the ether).   

 

Retreats, particularly when offsite (or otherwise protected from the cues and demands of everyday work life), are important breaks to re-acquaint yourselves with each other, reflect on the group's journey, identify the markers, set the goals for organization tasks,  and determine the route ahead.  With decades of experience in designing breakthrough retreats for organizations, Katherine's portfolio is deep and agile.   3 areas where she has special expertise:  strategic thinking, executive search and transition, and building team effectiveness.  

Examples of retreat focus:

  • Boards:  build member engagement,   launch strategic planning,  envision new future,  make decisions more effectively,   resolve tough challenges, work more effectively with the executive,  stop micro-managing  ...

  • Organizations (executive & management teams, unit teams, professional staff):  clarify intentions and direction, manage conflict, develop effective work teams, anticipate and integrate new leadership, oversee effective leadership searches, solve hairy problems, and plan for implementing change.

  

 
Facilitation

There are occasions when a client just wants an outside professional to facilitate an event or meeting, or to train internals as facilitators.

 

Having taught graduate students in Organization Development for decades, and facilitated hundreds of groups and meetings, Katherine is a seasoned and creative facilitator and trainer/coach for groups and their leaders.  

Here's what a facilitator does for the meeting, depending on the agreement with the organization/client:  

  • Frees up the unit leader from this responsibility

  • Ensures that leader's role in the setting is well-managed and acknowledged

  • Minds (or collaboratively sets) ground rules to hold the group accountable for its agenda, process,  and time management

  • Appropriately intervenes to bring the group back into focus, ensure widespread engagement, manage conflict, check progress, monitor time boundaries, work through critical incidents, alter agenda or time agreements in consultation with the group leader and members

  • Ensures that the meeting results in clear outcomes

  • Reviews effectiveness of the meeting with participants - including feedback to each other and facilitator

  • Encourages or completes followup and/or reporting after the facilitated meeting concludes

 

"We have heard nothing but rave reviews on your session." 

Comment from organizer of recent conference


 

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