Leading Team Solutions for What's Coming Next
CLIENT TEAMING PROCESS for Meetings and Retreats
Step 1: Sustain a working partnership with our client(s)
o Clarify our mutual commitment to success, roles, relationship
o Identify business, organizational and/or group goals and priorities
o Agree on scope, services, tasks, deliverables, cost and terms
o Check-in with client during and following the project
OUTCOME: Working Agreement or Contract
Step 2: Collect & assess data
o Initial contact(s) to outline client needs and issues
o Planning and discussion with client (and team)
o Interview participants and stakeholders for perspectives
o Prepare and review high level meeting/project design
OUTCOME: Review Summary findings; high level meeting design
Step 3: Design & develop your meeting
o Develop full meeting design with agenda, discussion points, activities, presentations and training (optional)
o Anticipate diverse perspectives and tough issues
o Develop event plan with presentation, facility and logistical needs and responsibilities
OUTCOME: Client review of meeting plan, agenda and expectations
Step 4: Prepare the meeting and the people
o Provide checklist(s) for room(s), work materials, breaks, communication and technology needs
o Prepare participant communication checklist and/or materials
o Engage stakeholders with communication checklist and/or materials (optional)
o Conduct additional research, interview or focus groups (optional)
OUTCOME: Participants are more productive, focused and engaged
Step 5: Conduct & facilitate the group’s work
o Objectively, openly, professionally lead and manage meeting, “A to Z”
o Set the stage and coach for full participation and mutual respect
o Keep the group’s work on track and moving toward objectives
o Manage the human space and place for communication and creativity
o Record the group’s work (e.g., flip charts, wall charts, graphics, documents)
o Bring the meeting to a logical and emotional conclusion, next steps and feedback
OUTCOME: Your meeting ends with results, direction and commitment, and is
worth the “cost”
Step 6: Outcomes and debriefing
o Prepare summary report or documentation
o Debrief client; recommend improvements, options and next steps.
o Follow-through and continuously improve
OUTCOME: Client debriefing, summary report and continuous improvement
