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FACILITATION

Professional Facilitation services are beneficial in a wide variety of meeting and planning settings.  Below are three  areas of service provided, but do not hesitate to contact me about facilitation services that do not fall specifically within these arenas.

PARTNERSHIP PRE-PLANNING

Business Partnerships can be reasonably compared in many cases to a marriage.  In fact, for many business partners engaging in a new venture, they may spend more hours of the day with their partner than their significant other.  For this reason, Partnership Pre-Planning can be described as “premarital counseling” for business partners.

 

Participants will walk through a process of discussing 14 areas of business and interpersonal interaction which will likely arise in their venture.  During this process they will learn how to really understand their business partner, how to communicate so they are heard, they will talk about their expectations, what to do if they do feel that there is unfairness in efforts or compensation, short and long term plans, who would be best suited to what aspects of their business, and many other things.

 

All of these discussions will be memorialized in a written Partnership Accord which acts as a road map and can be incorporated into a business plan, or a formal Partnership Agreement written by legal counsel.

 

For most two-person partnerships this process would involve 4-8 hours of time over 2-4 scheduled sessions.  Additional partners and complex business ventures can increase the time comment required. 

PARTNERSHIP TUNE-UP

Maybe you find yourself in an existing business partnership which is not firing on all cylinders.  Reoccurring disagreements or confused roles are impacting job satisfaction and productivity.  What may start as a minor irritant can grow to a source of major stress and anxiety if left unchecked. 

A Partnership Tune-Up will walk through many if not all of the 14 areas of business and interpersonal interaction covered in Partnership Pre-Planning, as well as focusing in specifically on the particular areas of conflict that are bringing the parties to the table.

 

These discussions will be memorialized in a written Partnership Accord which can assist the partners in productively moving forward with less stress, clearly defined expectations and roles, and renewed vigor about going to work.

 

For most two-person partnerships this process would involve 4-8 hours of time over 2-4 scheduled sessions.  Additional partners and complex business ventures can increase the time comment needed.

HARMONY IN FAMILY BUSINESS TRANSITION 

Family businesses provide the unique opportunity of passing from generation to generation wealth, skills, traditions, and a legacy.  But they also carry a unique set of challenges involved in working with people who may know you too well!  Communication can very often be difficult between parents, children, and siblings.  Expectations and fairness are often of specific concern, either being talked about too much, or too little.

Participating in an intentional and set-aside time with all necessary participants and an agenda of specific discussion topics can assist in achieving understanding and agreement on items essential for ensuring a future for your business, and make of highest priority preserving invaluable and irreplaceable family relationships.

 

Facilitation services in this area can be incorporated into an existing transitional planning process that is being pursued with financial and legal professionals, or it can be pursued independently before engaging in formal financial and legal planning.

 

Time commitments will vary broadly depending on the number of participants, size of the business, and unique specifics being faced for each transition.

Partnership Pre-Planning and Partnership Tune-Up services for 2 or 3 people can be conducted at a location of the parties' choosing.  At an additional cost, facility arrangements can be made if needed.