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Meeting Design and Facilitation

Meetings are notorious for the amount of executive and workforce time that they consume. They can, however, get information out quickly or build ownership in key decisions. Executive Consultation LLC. offers a broad experience base to assist you in leveraging costly participant time to get high pay-off business results through meetings.

Some of the customized design considerations that enhance the ratio of time to results are as follows:

  • What results must be achieved during the meeting?

  • What decisions and preparation can be made prior to the meeting?

  • What must be done face to face?

  • Who needs to be there?

  • What is the most effective form and process for the meeting formal and informal parts?

  • What technology, data, outside input might accelerate getting the results?

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Examples from Client Organizations

Strategic Planning

Major Corporation includes CEOs of key clients in strategic planning offsite for 1st time—A major company wanted to use key client CEO input to inform the expansion of its offerings. This presented several challenges. How to design the offsite so that busy CEOs would take the time to attend? How to engender a discussion sufficiently candid to yield added value when some client companies' products were in competition with each other? The carefully designed and orchestrated offsite meeting produced very successful immediate and long-term business results.

Marketing & Sales

Focus group of divergent experts to set communications agenda—A financial company sought to stake out new ground for themselves that would identify them to the public as leaders in understanding their potential clients' views. They wanted their contribution to be dramatically new so that they would be remembered. In order to do this, they convened leading specialists in areas outside of finance to understand the demographics, culture, sociology and psychology surrounding the issue. Executive Consultation LLC. facilitated the focus group for the purpose of getting cross-fertilization between disciplines. It required extensive preparation on widely divergent subject matter areas and translation within the session to maximize useful cross talk. The result served as the foundation for a 5-year communications agenda.

Crisis Management

Industry restructuring caused crisis reassessment of priorities and roles—Created and facilitated an offsite meeting with CEO for his 35 key players when industry restructuring required a quarter to quarter survival focus that included continuation of contracts and urgent attempts to seek new markets for applica­tions. Key projects were selected, other ongoing efforts terminated, resources negotiated and a significant shift in power for two types of roles was agreed upon. CEO is confident that mission critical resources deployed against urgent business targets provide best chance of long term survival


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Last modified: November 27, 2010