How to Design and Facilitate Transformative Events
This guide includes checklists, step-by-step processes, and templates to help independent consultants design and facilitate transformative strategy offsites.
It focuses on practical tasks such as the information that needs to be prepared ahead of time, selecting the venue, scheduling, options for the agenda, how to capture takeaways, what preparation should be done in advance, tips for how to facilitate the sessions themselves, how to synthesize the discussions into an actionable plan, and more.
Additional Resource: The Umbrex Strategic Planning Playbook
