indicator banner1 - Facilitation

Facilitation for leadership teams

Your leaders are not only responsible for dealing with the day to day aspects of running their part of the business. They also need to work with other leaders to achieve your long term goals and effectively respond to what’s happening in your operating environment.

That’s when you need the skills of an experienced facilitator. I am often asked by senior leaders to help them with:

  • Strategic planning
  • Succession planning
  • Preparing for change
  • Responding to a challenge
  • Collaborating to innovate

This is an ideal opportunity to involve leaders at all levels of the organisation. That way you benefit from their different perspectives and improve team work amongst leaders at the same time.


My approach

Phase 1: Preparation

Prior to the planning day I ask each leader to answer a series of questions to gather background information and get them thinking about where to from here. These questions are designed in consultation with you but as a general guide usually include:

  • Analysing the organisation’s purpose and values
  • A SWOT analysis of the organisation
  • Recognising barriers to success
  • Reviewing past successes and failures to find trends
  • Identifying options for moving ahead

I analyse the responses and produce a summary report for each person to read in advance. This reduces the time spent on reading or brainstorming ideas during the session, allows people to think about the available options in depth.

Phase 2: Planning session

Our objective for the day is to develop an action plan on a page and determine what steps can be taken before the follow up session in one month. I work with you to create a suitable agenda to be distributed in advance. On the day my role as facilitator is to ensure that:

  • Discussions stay on topic
  • Everyone has a say
  • People are treated with respect
  • All options are considered
  • Decisions are made to progress our discussions
  • Discussions are recorded for future reference
  • A clear action plan is created
  • Everyone leaves with action items to complete

My goal is to ensure the smooth running of the day but also to challenge your leaders to think differently and address issues they may want to avoid. I encourage them to investigate multiple options as this prevents them avoiding decisions due to a lack of information.

Phase 3: Follow up session

One month later we reconvene for a half day session with the goals of:

  • Getting an update on the action items
  • Making decisions on viable options
  • Setting the next set of actions



  • A neutral 3rd party who can lead the team and provide direction
  • Structured approach that appeals to a variety of communication styles
  • A different perspective on your situation that will generate more creative solutions
  • Spend less time on the day brainstorming ideas and more time analysing options
  • Follow up system to ensure plans are translated into actions



  • Preparation survey to gather ideas and get feedback
  • A report with the key findings from the pre event research
  • Full day facilitation
  • Half day follow up session
  • Tips on how to ensure your plan is implemented

enquire - Facilitation


What clients say

ACA 300x78 - Facilitation“We were very impressed with how quickly Karen understood our issues and then kept us focused on those issues during the strategic planning process. This allowed us to make important decisions that will impact on the future of the association.” Doug Burns, Board Member, Australian Childcare Alliance QLD


griffith 150x150 - Facilitation


“Thanks to Karen our strategic planning process ran smoothly. Her manner was friendly, objective and insightful. Staff left feeling motivated, with a clear direction for the future and the follow up session was extremely helpful.” Julie McDonald, Campus Liaison Manager, Griffith University Logan


ABS 150x150 - Facilitation


“Throughout the 2 day event Karen kept us on task and focussed on action oriented outcomes. She ensured all the participants were involved, which was a critical factor for success. Her facilitation style was professional, supportive and flexible.” Paul Mahoney, Program Manager, Australian Bureau of Statistics