Facilitated Meetings

/Facilitated Meetings
Facilitated Meetings 2017-10-30T10:02:59-07:00

Facilitated meetings can help family or team members share their concerns, opinions, information, and ideas so that they can work together on creating solutions and plan for the future.


An impartial third-party, such as a mediator or meeting facilitator who has no decision-making authority, can help key family members or client representatives design, convene, and conduct meetings that will most effectively help the participants achieve their meeting goals. Working with input from these key individuals, the facilitator decides who should attend the meeting and designs a process that will foster collaboration, solutions, and consensus. Once the meeting is convened, she maintains the flow of the meeting, intervening at appropriate times to ensure that everyone is heard and that the meeting is productive.

Types of situations in which families may benefit from facilitated meetings:

  • Employment policies
  • Leadership succession
  • Compensation policies
  • Next generation mentoring
  • Philanthropy
  • Communication issues
  • Information sharing
  • Marriage or divorce of a family member

Types of situations in which small businesses may benefit from facilitated meetings:

  • Work group conflict
  • Team communication
  • Strategic planning
  • Decision-making involving complex issues
  • Overlapping roles and responsibilities
  • Accomplishing a specific task
  • Sharing feedback and information
  • Creating a conflict resolution process for problems that may arise in the future

You may also be interested in our complementary services, Conflict Analysis (below) and Conflict Coaching.

Conflict Analysis

When conflicts within a small business or family enterprise have been ongoing, it is likely that there are underlying systemic issues and tensions that have created the climate for the conflicts. A conflict analysis can help us to identify the source of the conflict and relevant issues, test perceptions, and develop an understanding of the interpersonal and structural dynamics that exist. The assessment may consist of in-depth, confidential interviews with those individuals who are involved in and/or affected by the conflict— as well as surveys, questionnaires, and focus groups. At the conclusion of the assessment, I will produce a comprehensive report with recommendations for an appropriate conflict resolution process or a combination of processes (e.g., conflict coaching and mediation or training and a facilitated meeting).

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