When we scope a strategic planning engagement with a business, one of the first things we want to understand is where the organization stands on social and environmental issues. Not... read more →
Why the most expensive mistake in strategic planning isn't hiring a facilitator. It's not hiring one. Here's a scenario we hear all the time. An organization decides it's time for... read more →
Last year, we facilitated customer focus groups for a distributor trying to understand why priority customers weren't giving them more business. The company had strong relationships, solid product availability, and... read more →
Over the past 20 years, I've facilitated board retreats, leadership offsites, strategic planning retreats, post-crisis regrouping sessions — across every sector. Some of them transformed how organizations operated. Others felt... read more →
It's tempting. It's fast. And it could cost your organization more than it saves. You've probably already thought about it. Maybe you've even tried it. Type a prompt into Claude... read more →
Understanding the Key Differences — and Choosing the Right Professional for Your Goals You know your organization needs outside help. Maybe your team is stuck, your plan needs a reset,... read more →
Membership growth is one of the most common challenges our association clients raise when we're scoping a strategic planning engagement. And the conversation almost never starts with "we need better... read more →
When clients ask me to recommend a retreat destination, my answer is always the same: it depends. It depends on the type of meeting, the size of the group, the... read more →
Room setup is one of the most overlooked decisions in meeting planning — and one of the most consequential. The way people are arranged in a room shapes how they... read more →
I've spent 20 years facilitating strategic planning retreats, leadership offsites, brainstorming sessions, innovation challenges, and workshops. And in every one of them, I'm watching the leader. Not because the session... read more →