Strategic Planning Facilitation for Nonprofits

Strategic Planning and Management Insights

Strategic planning nonprofit facilitationAfter a turbulent 2020, filled with extensive change, strategic planning is more important than ever - especially for non-profit and mission-based organizations.

Comprehensive Guide for Facilitator Training


This facilitator guide is for training yourself to lead a group through a learning session, even if you’re not an expert on the subject or an experienced teacher. Part 1: What a Facilitator Is. Part 2: Big Ideas of Facilitation. Part 3: Techniques of Facilitation.


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Why Use A Strategic Planning Facilitator?

Strategic Planning and Management Insights

If you are, there are a lot of reasons why you may need to use a Strategic Planning Facilitator for your next strategy meeting. facilitationAre you a VP, CEO, or leader planning a strategy session for your organization?

Facilitative Consulting Explained


How I Became a Facilitative Consultant. Facilitative Consulting in Action. At Excelerate, we practice what we call “facilitative consulting”. We take our facilitative role seriously and don’t engage in politicking or game-playing.

The Essential Guide to Selling by Telling Your Touchstone Story

Storytelling is the key to connection. Connection leads to trust and trust leads to sales. Learn how to develop your personal Touchstone Story to turn your selling into the kind of telling (and listening) that closes deals.

Four Factors to Facilitate Foreign Financial Fruition

SBI Growth

To expand or not to expand – that is the question. Scaling your business beyond the borders of your existing territory is a prospect that is at once full of potential, and full of danger. Many companies’ fortunes have been won. Article Go-To-Market Strategy Uncategorized

Stop Trying to Persuade; Facilitate Congruent Decision Making Instead

Customer Think

I recently heard a project manager in a software services company mention a ‘very important’ book on persuasion that she passed on to her team. I was curious why she liked it. S: It’s vital we persuade our clients.

How to Host and Facilitate Remote Diversity Training


If you determine an ideal group size, you can start with a larger group presentation, and then break into smaller breakout rooms to facilitate conversation. Providing your team with pre-workshop readings, courses, and surveys gives your team the vocabulary and background information that can help facilitate discussion. As we march into 2021, diversity, equity, and inclusion have been at the forefront of our daily dialogue.

How to Design Conversations that Matter w/Daniel Stillman Ep#121

Strategic Planning and Management Insights

Daniel Stillman is an Executive Coach, Conversation Designer and Lead Facilitator at The Conversation Company. podcast meetings facilitation ConversationDaniel created the company to help organizations transform and have the vital conversations.

How to Improve Your Marketing Campaign Execution

SBI Growth

How Buyers Make Decisions

MTD Sales Training

Buyer Types buyer facilitation process buyer''s mindset buyers make decisions Imagine you are in a restaurant, cafe or canteen, looking at the menu. You’re pretty hungry, but not overly so. You need to quench your thirst and fill your stomach, as you inspect what’s. [[ This is a content summary only. Visit my website for full links, other content, and more! ]].

The X Factor: 5 Key Qualities to Look for in Sales Trainers

Sales Readiness Group

In reflecting on these posts, I quickly realized that that not all criteria carry an equal weight, and that the “X Factor” that makes for an outstanding training program is the facilitator.

Account-based marketing for strategic account management

The SAMA Podcast

Jerry, Kate and Dominique are the creators and facilitators for a new training course being offered through SAMA Academy, "Account-based Marketing: Customer-led, team-enabled."

Don’t Put Your Customer Hat On!

Customer Think

Put your customer hat on” is a favorite line of process improvement consultants and workshop facilitators. Have you ever been instructed to “put your customer hat on?” That may be bad advice.

Leadership Insights to Share With Your Front-line Managers

Force Management

Our own Paddy Mac (In official terms, Force Management’s Senior Director of Consulting and Facilitation Patrick McLoughlin) is loud and proud when it comes to enabling managers. Your front-line managers can be one of the most valuable assets for any sales organization.

Building Resilient Organizations: The Pivotal Role of Learning & Development

Vantage Partners

L&D executives discussed how—and shared with peers their recent experiences during pandemic—at the most recent Learning Lab on June 22 facilitated by Vantage Partners and hosted by Danny Ertel, a founding partner at Vantage Partners.

7 Unexplored Merits of Investing in Employee Experiences

The Center for Sales Strategy

Is facilitation of positive employee experiences a part of your core business strategy? Great business leaders have a knack for leveraging all plausible merits of different business tactics.

When to Host A Strategic Planning Offsite Retreat


Should We Hire a Strategic Planning Facilitator? Our guidance on hiring a planning facilitator comes with two recommendations. The first is that whoever is facilitating the sessions cannot also participate in the conversation or contribute to the strategy.

5 Ways Automation Enables Deeper Relationships Between Prospects and Salespeople

The Center for Sales Strategy

Although it may sound counterintuitive, many of the processes facilitated by sales automation software actually make it easier for sales reps to dedicate additional resources to enhancing client relationships. For most sales reps, the benefits of employing automation tools are manifest.

How Do You Improve Sales Performance?

The Center for Sales Strategy

This will facilitate the productive use of your sales managers' time and a motivated sales force that helps improve your company's bottom line. It's obvious why sales performance is a crucial part of any organization. Good sales performance leads to increased sales and greater profits.

Lessons I've Learned from 10 Years of Strategic Planning - Special 75th Episode with Anthony Taylor

Strategic Planning and Management Insights

Instead, our Managing Partner and lead facilitator Anthony Taylor will share some of his most important lessons from his past ten years of experience, as well as a glimpse into the future for both himself and SME Strategy.

How to Become a Better CEO: Interview with Perry Maughmer

Strategic Planning and Management Insights

Perry is a facilitator for Vistage International and the Principal of Maughmer & Co, where he specializes in working with people.

Critical Behaviors your team must adopt to get the most from Key Account Management software


Kapta includes many features that KAMs use daily including Account Planning tools to facilitate the process, Voice of Customer, and SWOT tools, plus dashboards for easy access to essential information at a glance.

Stakeholders and Key Players: How Do They Think?


When you are solving a business problem for a customer you are in fact facilitating or creating change and, for your customer, that entails new actions, objectives and processes for a group or team of people.


Strategic Account Management Association

Strategic account management is a team sport, and the sponsor needs to help to facilitate this team mindset. By Dominique Côté, Founder and CEO, Cosawi Consulting. In our organization’s work, we see much confusion and lack of clarity on executive sponsorship, even when it is in place.

Lessons from a Winning Global Account Management (GAM) Program

Strategic Account Management Association

We conducted client interviews and facilitated group discussions through our customer advisory board. By Danielle Matteson, Vice President, Strategic Accounts Program, AVI-SPL. AVI-SPL is a digital enablement solutions provider that serves 86 percent of the Fortune 100.

The Future of SAM – Revisited

Strategic Account Management Association

4 Facilitative style. This blog post is based on a keynote presentation from the 2021 SAMA Annual Conference. The session was moderated by Jim Ford, Chief Commercial Officer, Solecta and SAMA Chairman of the Board. Panelists’ remarks have been paraphrased for this blog post. .

Virtual and In-Person Training Are Different in These 6 Ways

RAIN Group

and you’re likely to get answers like this: Facilitators need to engage participants. Ask the question, “What needs to happen at your company for successful virtual training now that sellers are working remote?”

Back to the Future: F2F selling is returning, but virtual selling is here to stay

Strategic Account Management Association

Jonathan Hughes, Partner, Vantage Partners, and David Chapnick, Partner, Vantage Partners. Just when customer account teams and salespeople were beginning to grow accustomed to virtual-only sales and account management, a return to (some) face-to-face interactions is on the horizon.

Unlocking Sales Training: Four Keys to Driving Behavioral Change

RAIN Group

What's more, training is difficult to facilitate, reinforce, and measure. Most people who enter the discipline of sales training and enablement have an intrinsic motivator to help people. They are teachers, inspirers, coaches, and cheerleaders.

Want to Accelerate Your SAM Journey? Create a Center of Excellence

Strategic Account Management Association

This creates simplicity and focus in people’s development, provides continuity in career pathing and facilitates personalized learning journeys. By Dominique Côté, Founder & CEO, Cosawi & Principal, The Summit Group. Disruption Leads to Innovation.

Sales Funnel vs. Decision Journey

Engage Selling

Stop selling and start facilitating a buying decision! Stop selling and start facilitating a buying decision! In today’s podcast I discuss why a traditional sales processes will only inhibit your ability to sell while understanding the importance of each buyer’s unique way of buying will accelerate your sales.

The Key to Turning Talent into Performance in Sales

The Center for Sales Strategy

Nothing fires me up like facilitating the Talent Focused Management live simulation workshop. The lessons are powerful, and the takeaways are career-changing! Following last week’s workshop, I asked our participants to share one of their greatest lessons learned from the program, and one response really stood out for me. sales performance sales management Talent

Customer service + success: designed to drive exceptional experiences


The primary way to achieve that is through enhanced communication across teams, facilitated by a unified customer data platform. . This is part 4 of a customer service and support blog series based on conversations with the leaders of Insightly’s client services and customer success teams.

Oct 22 – Customer Success Jobs


Facilitate and drive product adoption. Engage customers and facilitate education and access to standard methodology guidance. Facilitate the identification of references and customer stories.

Even the Best Sellers Need a Referral Refresher | Sales Strategies

Engage Selling

I was surprised when one of the clients I’ve been working with for close to 10 years asked me to discuss referral selling for a sales roundtable I was going to facilitate for them.

Introducing the Miller Heiman Group Icons

Miller Heiman Group

Miller Heiman Group is thrilled to announce its inaugural class of the MHG Icons, bringing together outstanding client facilitators as trusted ambassadors and advocates of our sales and service methodology and skills programs. Our client facilitator community extends across the globe, throughout industries, and in companies of every size, and it is from this amazing group that we chose our Icons.

Why Forward-Thinking Chief Revenue Officers are Investing in Key Account Management Software


Software designed to properly support successful KAMs incorporates templates and a roadmap to facilitate the account management process. According to the Pareto Principle, or 80/20 rule, 80% of your sales come from 20% of your existing customers.

Strategic Account Management Best Practices Checklist

The Chapman Group

Facilitating, leading, managing and coaching the account team. It is understood that within many organizations there are existing account managers who have either been trained or who are extremely gifted and intuitive in the art and science of strategic account management.

When an Account Manager Leaves Your Team, How Big a Gap Is Left?


VOC facilitates interactions with each layer of decision-making within the account. It is estimated that people change jobs an average of 12 times from ages 18 to 52. If you do the math, that’s only 2-3 years per job.

The Perfect Solution Presentation

Engage Selling

The perfect solution presentation follows a series of steps to help facilitate this. Ultimately, your clients are looking for solutions to their obstacles or problems. You never want to present solutions to a client without being strategic!

[New White Paper] The 5 Most Effective Negotiation Tactics Buyers Use on Sellers

RAIN Group

You did facilitated sessions, interviews, and organized a global team for the roll out. Picture this: You're meeting with your prospect after months of discussions. You have a great relationship. If you win, this will be your biggest close of the quarter.

This European Company Proved Virtual Strategic Planning Sessions Actually Work


And it needed to be done exclusively in a remote facilitation and planning format.