How We Work

We follow a structured process designed to ensure training addresses your specific needs and creates lasting capability within your organization. Each engagement progresses through distinct phases from initial discovery to post-training support.

Discovery Phase

Initial Consultation

We begin with a conversation about your meeting challenges and training goals. This discussion helps us understand your organizational context, current meeting practices, and specific areas where you want to develop capability. We ask about participant roles, typical meeting types, and any particular challenges you face.

Needs Assessment

Based on our initial discussion, we may conduct a more detailed assessment of your training needs. This could include reviewing sample meeting agendas, observing selected meetings, or conducting brief interviews with potential participants. This assessment helps us tailor the program to your specific situation.

Participant Profile

Understanding who will attend training shapes our approach. We gather information about participant experience levels, roles, current facilitation responsibilities, and learning preferences. This allows us to pitch content appropriately and design relevant practice scenarios.

Scope Definition

Together we define the training scope: which facilitation competencies to address, program duration and format, number of participants, delivery location, and scheduling constraints. This creates a clear shared understanding of what the training will cover and how it will be delivered.

Program Design

Learning Objectives

We establish specific learning objectives based on your needs assessment. These objectives describe what participants will be able to do after completing the training. Clear objectives guide program design and provide criteria for evaluating training effectiveness.

Content Customization

While we have core curriculum modules, we customize content to reflect your organizational context. This might include using your meeting types as examples, incorporating your decision-making frameworks, or addressing specific challenges your teams face. Customization increases relevance and supports skill transfer.

Practice Scenarios

We develop practice scenarios that simulate realistic situations participants encounter. These scenarios provide context for applying techniques and help participants see how skills transfer to their actual work. Relevant scenarios increase engagement and learning effectiveness.

Materials Preparation

We prepare all training materials including participant workbooks, facilitator guides, practice scenario descriptions, and reference materials. These materials support learning during training and provide resources participants can reference afterward. Digital versions are available for virtual training delivery.

Training Delivery

Session Structure

Each training session follows a consistent structure: introduction of concepts, demonstration of techniques, structured practice opportunities, and reflection discussions. This rhythm helps participants absorb information, try new skills, and process their learning experiences.

Interactive Learning

Our delivery approach emphasizes active participation. Participants spend significant time practicing facilitation techniques in small groups, receiving and providing peer feedback, and discussing applications to their work contexts. This interaction increases engagement and supports skill development.

Skill Building Progression

We sequence learning to build progressively. Fundamental concepts and basic techniques come first, providing foundation for more complex applications later. Each session builds on previous learning, allowing participants to develop integrated facilitation capability over the program duration.

Feedback and Coaching

Throughout training, participants receive structured feedback on their practice. This includes peer observation feedback, facilitator coaching, and guided self-assessment. Regular feedback helps participants refine their approach and identify specific areas for continued development.

Application Planning

Each session includes time for participants to plan how they will apply learned skills in their upcoming meetings. This application planning bridges training and practice, increasing the likelihood that new skills transfer to workplace behavior. Participants leave each session with specific implementation intentions.

Post-Training Support

Reference Materials

Participants receive comprehensive reference materials they can consult after training. These include technique summaries, decision frameworks, agenda templates, documentation standards, and troubleshooting guides. Having these resources available supports continued skill application and development.

Follow-Up Sessions

For extended programs, we often include follow-up sessions several weeks after initial training. These sessions allow participants to share application experiences, discuss challenges they encountered, and receive additional coaching. Follow-up reinforces learning and supports sustained behavior change.

Implementation Consultation

We can provide consultation as participants apply skills in their work contexts. This might include reviewing meeting agendas before important sessions, observing meetings and providing feedback, or coaching through specific facilitation challenges. This ongoing support helps embed new practices.

Organizational Integration

For organizations seeking broader change, we can help integrate facilitation practices into organizational systems. This might include developing meeting standards, creating facilitation role descriptions, establishing peer learning communities, or training additional facilitators. Systemic integration creates lasting capability.

Program Formats

Intensive Workshops

Full-day or multi-day intensive workshops provide concentrated learning experiences. These formats work well for building foundational skills quickly and allow for deep engagement with material. Intensive formats suit organizations wanting to develop capability rapidly or train groups from multiple locations together.

Distributed Programs

Training spread across multiple shorter sessions over several weeks allows time for practice between sessions. Participants can try techniques in actual meetings and bring questions back to subsequent training sessions. This format supports gradual skill development and sustained behavior change.

Virtual Delivery

We deliver training effectively in virtual formats using video conferencing platforms. Virtual delivery includes the same interactive elements as in-person training: demonstrations, breakout practice sessions, and group discussions. This format provides flexibility and can accommodate geographically distributed participants.

Blended Approaches

Combining different formats can optimize learning. For example, initial intensive training followed by shorter virtual follow-up sessions, or self-paced online modules supplemented with live practice workshops. Blended approaches can accommodate different learning preferences and logistical constraints.

Getting Started

If you are interested in developing meeting facilitation capability within your organization, the first step is an exploratory conversation. We will discuss your current situation, training objectives, and how our programs might address your needs.

This initial consultation has no obligation. It simply helps both of us determine whether our training approach aligns with your requirements and expectations. Many organizations find value in this discussion even if they decide to pursue other development approaches.

Contact us to schedule an initial consultation and begin exploring how we might support your meeting facilitation training needs.