When to use focus groups, surveys, or town halls — and why most organizations get the sequence wrong. Most organizations start with a survey. It's fast, it's easy, and it... read more →
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 →