OnStrategyHQ

MAY 22, 2021

To start with, holding effective meetings is tough. That’s why so many strategic planning meetings are unsuccessful. Since many businesses are planning their strategic planning meetings right now (and if you are not, you should be), here are the eight ways to ruin yours. Holding an annual retreat. Yes, it is.

Meetings 98

Meetings Decision-making Facilitation Leadership 98

ClearPoint Strategy

FEBRUARY 11, 2022

‘Hey, are you ready for our meeting?’ ’ This is the dreaded question we hear so many times a day, in a work culture filled with meetings. You want your meeting to be the one that people don’t dread. An Introduction To Strategy Review Meetings. Meeting Preparation. The Meeting.

Meetings 98

Meetings Decision-making Leadership Facilitation 98

Red Star Kim

FEBRUARY 15, 2024

People and Problem-Solving Skills Facilitating, coaching, mentoring and consulting all require great people skills. Counselling, coaching, mentoring, facilitating, training and consulting are at different stages of the helping continuum. Coaches and consultants use facilitation skills. You use facilitation skills when coaching.

Facilitation 130

Facilitation Decision-making Emotional Intelligence Acquisition 130

Customer Think

DECEMBER 2, 2022

After over a decade of working with Fortune 500 and leading growth companies, we’ve facilitated hundreds of successful customer advisory board (CAB) meetings. On […].

Facilitation 119

Facilitation Meetings 119

Red Star Kim

NOVEMBER 9, 2023

I deliver and facilitate strategy workshops and it’s always good to be able to recommend strategy books to delegates. I liked his checklist here – balancing governance with engagement – and recommending the use of external facilitators (I’m available for hire! I like that he extends to strategy execution and implementation.

Strategic Thinking 147

Strategic Thinking Decision-making Innovation Facilitation 147

Planview

SEPTEMBER 20, 2021

We created Instant Coffee to help facilitate better idea generation — whether you’re a C-level executive thinking through your company’s next big move, or an individual contributor trying to collaboratively solve a problem with your team. Check out this blog for helpful tips for facilitating a successful Lean Coffee virtually.

Brainstorming 98

Brainstorming Facilitation Meetings Stakeholders 98

Red Star Kim

AUGUST 24, 2023

I facilitate various workshops designed to increase commercial awareness. I invited him once to facilitate a junior professionals’ networking event for an accountancy practice – where he talked about one of his other books “All you need to know about the City” (latest version updated in 2022). For young professionals.

Finance 130

Finance Government Profitability Banking 130

Account Manager Tips

NOVEMBER 19, 2022

Which means for a 30 minute meeting you have plenty of time to answer questions, or get things back on track if you run overtime on a slide or end up in a detour. Improvise According to one CEO, "Eighty percent of your success at the top is your facilitation skills. It only runs 22 minutes. It's also format neutral.

Value Proposition 246

Value Proposition Decision-making Shareholders Government 246

Flevy

FEBRUARY 28, 2023

It is a way of thinking that focuses on understanding the needs of users and creating solutions that meet those needs. The goal of design thinking is to create a solution that meets the needs of the user and is feasible and practical. What Is Design Thinking? Design thinking is a human-centered approach to problem-solving.

Innovation 111

Innovation Brainstorming Healthcare Banking 111

Hubspot Sales

MAY 29, 2019

A group scheduling tool needs to meet a ton of requirements to be considered "good." Most group scheduling apps are able to find common times to meet, but some have additional features such as being optimized for mobile functionalities, privacy, speed, and transparency. HubSpot Meetings. Price : Free.

Meetings 143

Meetings Artificial Intelligence Facilitation CRM 143

Mike Kunkle

AUGUST 30, 2023

It might be a simple task like using a new piece of collateral that buyers like better, or it might be a complex set of skills and behaviors, like conducting a situation assessment, or facilitating a pre-planned meeting. But it’s all about behavior change. Remember that you can’t evaluate or attribute in a vacuum.

Leadership 293

Leadership Stakeholders Decision-making Sales Training 293

Hubspot Sales

OCTOBER 15, 2019

Using two-way integration with your CRM and Google or Outlook calendar, you can instantly log a meeting in your CRM, create meeting notices, and send invites to meeting guests. You can create custom integrations to facilitate specific tasks to create automated workflows. Connector Integrations. Event Integrations.

CRM 119

CRM eCommerce Software Software 119

Miller Heiman Group

DECEMBER 21, 2020

Increased client expectations add to challenges that include more meetings needed to progress opportunities. While some face-to-face interaction is still taking place, organizations need to be confident in their salespeople conducting virtual meetings for all phases of the sales cycle—from needs assessment to closing.

Virtual Selling 122

Virtual Selling Stakeholders Meetings Facilitation 122

OnStrategyHQ

AUGUST 20, 2021

Series of 2-hour meetings over several weeks. 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.

Facilitation 98

Facilitation Decision-making Leadership Organization 98

Brooks Group

MAY 17, 2022

We also had a bunch of world-class training facilitators whose in-person training had all been canceled, so we decided to put them to work facilitating short forums. People started asking for a deeper dive on certain topics, so we put together nine-minute long PowerPoint presentations to meet that need.

Supply Chain 97

Supply Chain Co-Creation Facilitation Sales 97

Flevy

JUNE 27, 2024

The following describes how Strategic Management is performed at many organizations: Strategy Development is typically performed by coordinating a meeting at an off-site location for the top team, doing a SWOT analysis in view of the changing circumstances and the information gathered since the last yearly Strategy gathering.

Management 97

Management Facilitation Finance Performance Review 97

Hubspot Sales

NOVEMBER 21, 2019

With a CRM, your team will never have to spend time logging emails, calls, meetings, and interactions — all of this information will be automatically collected and aggregated within the system. CRMs also allow you to review specific activities like emails, calls, and meetings booked. Ensure team communication is facilitated.

CRM 116

CRM Facilitation Software Software 116

Hubspot Sales

JANUARY 30, 2024

Trendster George Burgess is the founder of Modern Day Talent , a startup that sources and facilitates remote talent in South Africa for European companies. Help meet the needs of remote professionals with co-working spaces, laptop financing, or specialized employee benefits solutions. He says that South African talent: ? Build skills.

e-Learning 108

e-Learning Facilitation Internet Finance 108

Brooks Group

APRIL 1, 2022

A salesperson working to meet quota can’t help but see a two-day long training as a 10% loss of selling time. Sales are down, people are stressed, and struggling to meet goals. Our programs are designed to allow our facilitators to pivot as needed, ensuring pain points are discussed. Communicate Value.

Sales Training 98

Sales Training Sales Facilitation Meetings 98

Hubspot Sales

JULY 5, 2021

Facilitate socializing between departments. If you want to address this point, consider coordinating joint meetings between your team and others within the organization. Sometimes silos are reinforced by social barriers. Organizational silos are detrimental — but by no means are they insurmountable.

Facilitation 123

Facilitation Sales Leadership Customer Success 123

Red Star Kim

JULY 17, 2023

Earlier in July I was excited to facilitate a new workshop with MBL on confidence. You can also calm yourself before a meeting – possibly using breathing or meditation exercises. It was really well received by delegates from law and financial services firms well as from legal government departments. Poll results are shown below.

Communication 130

Communication Meetings Financial Services Government 130

Red Star Kim

MAY 22, 2023

There’s helpful guidance on shaping the space for trust and openness with a list of several things you can do before a meeting. And a suggestion to call a break to disengage for a short while to restore warm feelings in a meeting. Reward: What can we celebrate about the way we handled this meeting?

e-Learning 130

e-Learning Emotional Intelligence Communication Leadership 130

OnStrategyHQ

DECEMBER 4, 2020

And it needed to be done exclusively in a remote facilitation and planning format. How We’re Helping The Team: We jumped in and facilitated their planning sessions virtually with participants across three continents to build a plan with a 3- to 5-year roadmap supported by shorter-term objectives and key results. We’re here to help!

Facilitation 98

Facilitation Performance Review Communication Meetings 98

Hubspot Sales

JUNE 21, 2021

Users can direct message each other, participate in virtual events, share meeting links to have one-on-one calls, and more. Melanance’s platform is unique because connections are facilitated by their team and over 2,000 connections have been made to date.

Investors 123

Investors Finance Media Facilitation 123

Red Star Kim

JUNE 20, 2022

Our prime task as coaches is to facilitate learning for the client”. And considers difficulties with the organization’s goals in executive coaching (suggested solution is to arrange a three cornered meeting with the client’s boss. Taking stock – the learning client. She urges coaches to concentrate on strengths not weaknesses.

Client Relationships 130

Client Relationships Facilitation Brainstorming Meetings 130

Peter Simoons

OCTOBER 22, 2023

A robust governance system is cultivated with an emphasis on continuity and the facilitation of partnerships. This committee typically meets quarterly, providing direction, making necessary strategic decisions, and monitoring progress. When necessary, alliance managers involve key team players in their regular meetings.

Government 98

Government Decision-making Finance Innovation 98

Hubspot Sales

JUNE 22, 2020

Facilitating training that is too complex — The most effective new hire orientation programs are those that are easy to follow, and that builds over time as the employee’s familiarity with the role grows. Schedule regular one-on-one meetings. Setup welcome video conference meetings with your team.

Onboarding 122

Onboarding Remote Working Communication Meetings 122

Insightly

MAY 6, 2022

Tasks like sending emails, booking meetings, creating invoices, and transferring orders are expected to be automated. While an enterprise can absorb six-figure consultant fees and extra hires to facilitate integrations, the average mid-sized business doesn’t have that luxury. . Making CRM integrations easy.

CRM 105

CRM Facilitation eCommerce Government 105

Red Star Kim

OCTOBER 25, 2023

I had the pleasure of meeting Helen Kensett at the recent PM Forum Conference. So the system facilitates fast, regular research amongst your targets, clients and referrers. Another valuable AI-powered tool for the MarTech armoury. So here’s a brief system review: CogniClick for instant, personalised research reports using AI.

Banking 130

Banking Artificial Intelligence Cybersecurity Key Account Management 130

Nutshell

MARCH 15, 2021

But we are saying that if you can facilitate conversations between upper level decision makers and the folks who hold similar positions within your own company, you’ll close more deals. Now you need to make sure that your team members are prepared for their meetings with the prospective company.

Sales 141

Sales Stakeholders Decision-making Facilitation 141

Hubspot Sales

APRIL 12, 2021

According to Datasocial Founder Ana Aldea "The salesperson is almost always the gateway to meeting new customers and is responsible for giving a good image.". So it falls on management to be active and involved while facilitating the process. Managers have to be closely involved. It can be guided by example.

Sales Management 134

Sales Management Management e-Learning Sales 134

Insightly

NOVEMBER 3, 2021

The primary way to achieve that is through enhanced communication across teams, facilitated by a unified customer data platform. . We don’t need to schedule meetings to find out more about current customer status; the data is right there in the platform and anyone can access it quickly and efficiently.

Remote Working 105

Remote Working Customer Success Facilitation Communication 105

Aepiphanni

MAY 25, 2021

Fully automated driving and the rollout of robotaxis – As safety concerns remain in 2021 despite parts of the globe opening up from tight pandemic restrictions, finding new ways to meet consumer needs in alignment with those safety concerns is essential. One popular need is driving services like Uber, Lyft and taxis.

Artificial Intelligence 95

Artificial Intelligence Internet Facilitation Small Business 95

OnStrategyHQ

MAY 16, 2021

Guiding your work in this stage of the planning process is a schedule for the next 12 months that spells out when the quarterly strategy reviews are, who is involved, what participants need to bring to the meetings and how you will adapt the plan based on the outcomes of the reviews. Plan quarterly meetings where you only discuss strategy.

Management 93

Management Decision-making Meetings Facilitation 93

Brooks Group

OCTOBER 11, 2023

Planning your sales kickoff or national sales meeting? Conduct Your Search Planning an important event such as a sales kickoff meeting can feel daunting. Poll Your Sales Team: Your sales team may have a trainer, facilitator, or author they have worked with in the past and admire. The earlier you get started, the better.

Sales 104

Sales Sales Training Meetings Media 104

Hubspot Sales

APRIL 3, 2020

For example, if you know about that inefficient process or poor technique, schedule a one-on-one meeting with the rep, identify the goal of the meeting, and create an agenda for the feedback/training. When I was a sales manager, I used to bring a coin with me to customer meetings. Sales managers: I understand.

Sales Management 129

Sales Management Management Sales Meetings 129

Hubspot Sales

JULY 30, 2020

These 10 motivational techniques will engage both junior reps and their senior counterparts, ensuring they continue to work to meet their sales goals throughout the summer: Tips to Raise Sales Motivation at the End of Summer. By partnering junior and senior salespeople, leaders can facilitate learning while increasing employee engagement.

Sales 130

Sales Brainstorming Decision-making Communication 130