Vision and Values

This session is invaluable to organizations in the fairly early stages of the organizational life cycle. Once ongoing survival seems relatively assured, the most successful organizations will turn their attention toward deciding their best future and the way they want to operate as they navigate toward it.

This session is essential in shifting from an opportunity-driven to an opportunity-driving culture, necessary for optimal growth and long-term health.

I’ll work with you to help determine: who should be involved and how, where to start, how to deal with differences of opinion, and what the output can and should mean to the organization.

Why Choose Me?

  • Thorough knowledge of organizational life cycle theory.

  • Facility with variety of visioning approaches, allowing us to select the one best suited to your organization and situation.

  • Focus on making values operational, so that they can be effective guides for behavior.

  • Ability to develop and deploy electronic tools, such as online surveys, to broaden participation and inclusion.

Types of Group Facilitation


Facilitating group meetings that achieve exceptional results is my only business.

I work with meeting organizers, sponsors and participants to design and facilitate the following types of meetings:

Strategic Planning


Team Building & Development


Vision and Values


Executive Retreats


Board Retreats & Meetings


Issue Processing


Conflict Resolution


Action Planning


Senior Team Alignment & Development


Family Business Councils & Retreats



MAY YOUR NEXT MEETING
BE YOUR BEST MEETING!