STRATEGIC MEETINGS

STRATEGIC MEETINGS

CLARITY

With a focused and coherent plan, you can get funding, leadership support, talent, and approval.

ENERGY

Banish lackluster meetings with engaging agenda design and expert meeting facilitation.

PROGRESS

Achieve your goals by using meetings as they were meant to be: to move the needle.

Smart meetings lead to smart decisions

Every meeting is an opportunity to draw on collective smarts assembled in the group of people gathered there. As a facilitator, I design and lead your meetings to be inclusive, productive, focused, and strong on results.

Allow group genius to produce results

What becomes possible when a meeting is thoughtfully designed and expertly facilitated? More than you can imagine. We can work together to create a successful meeting for your group.

LEARN MORE…

Get the results you want

  • Re-Energized Vision and Mission
  • A Strategic Plan That Works
  • Engaged Stakeholders
  • Productive Dialog
  • Agreements
  • Clear Options
  • Problems Solved
  • Decisions Made
  • Resilience for Uncertain Times

Case study

GROUP FACILITATION for STRATEGIC MEETINGS

  • VISIONING

    When your vision no longer fits the times, feels tired, or lacks endorsement, it’s time to pay attention. Get it back on track by working with me to design and lead a powerful visioning session with the right people.

  • STRATEGIC PLANNING

    Your strategic plan is the springboard for success. Call on me to design a robust planning meeting or multi-session process, so you can build a concise, actionable plan and the endorsement it needs from participants & stakeholders.

  • SCENARIO PLANNING

    In fast-paced or uncertain environments, you need a strategy for more than one situation. Let’s cut the risks of being unprepared. I’ll guide your team to define succinct scenarios and construct a plan for each.

  • BUSINESS & WORK PLANNING

    Turn strategy into action with a business plan, work plan, or implementation plan. I’ll facilitate your team through an efficient planning process to create a plan that helps you attract funding, allocate resources, track progress, and perform to meet your goals.

  • VALUE PLANNING FOR CAPITAL PROJECTS

    You want your capital project to cost less, last longer, tread more lightly on nature, and benefit the community – but how? I facilitate 1- to 2-day value planning workshops, so you can find the integrated, durable, brilliant solutions to advance your project. Offered in partnership with the Center for Sustainable Infrastructure.

  • DECISION PROCESS

    How you decide is as important as what you decide. Use my toolbox and experience in rational decision methods, to improve stakeholder engagement and confidence in your choices. I employ agreement-building tools such as decision criteria, prioritization, alternatives definition, adaptive decision-making, and multi-attribute decision analysis.

  • SUSTAINABILITY PLANNING

    You have goals to achieve, whether you’ve become B-Corp, have a history of social purpose achievements, receive attention from advocacy groups, or just begun your corporate responsibility journey. When you’re ready to shift from ad-hoc to organized, work with me to create your sustainability plan to fit your business model, clarify your vision, make an impact, and organize your efforts, and make the most of your available resources.

WHAT IT COSTS

Typical strategic meetings involve 10 to 25 people and follow 4 basic steps:

  • ADVANCE PREPARATION & ASSESSMENT   | Typically $600 to $1,500 for basic assessment  |  $2,500+ for tailored research, benchmark studies, interviews, surveys, and analysis
  • AGENDA DESIGN & MATERIALS  |  Starts at $600  |  Typically $1,500 – $4,000 for a 1 to 2-day meeting
  • FACILITATION ON MEETING DAY(S)  | $2,500 for the day  |  $1,700 for a half-day
  • POST-MEETING DOCUMENTATION & PLANS  |  Starts at $200 for transcribed notes  |  $1,600+ for formatted strategic plans, reports, executive summaries, and info-graphics

Please CONTACT ME to review your specific goals and receive a detailed cost proposal for your strategic meeting.

What do you want to achieve in your next strategic meeting? Let’s talk it over:

WHAT CLIENTS SAY

“Andrea is a very quick thinker, active listener, and can facilitate conversations with sensitivity, respect, and determination to keep things on track.  I would certainly recommend Somersault Consulting for any organization seeking facilitation of any kind, and especially for difficult, multi-entity planning processes.”

Marc DailyExecutive Director, Thurston Regional Planning Council

“I hired Andrea because we needed to figure out how our Innovation Lab initiative could generate revenue for the Center. She guided a rigorous strategic planning process for me and an Advisory Committee, which resulted in a thoughtful, focused, and realistic strategic plan for our Innovation Lab. The plan, in turn, helped the Center attract our first pilot project. I am still using that powerful strategic plan to raise funds for the Innovation Lab. Andrea is collaborative and results-oriented. Her business savvy and ability to think strategically are huge assets to non-profits who want to get new programs off to a great start.”

Rhys RothDirector, Center for Sustainable Infrastructure

“The strategic plan is AWESOME!!!!!!!!!!!!!!!!! I’d put more exclamation points, it’s that good. The first part is a compelling sales pitch. The strategy is clear, sound, and phased. The mission, values, and principles are great. To me, you helped us jump from strategy into most of a business plan.”

Bobby CochranExecutive Director, The Willamette Partnership

“Our group needed to develop a single strategic vision, outline clear roles and responsibilities, and make some critical decisions. Andrea did a remarkable job at preparing; her knowledge on the topic was truly amazing for someone under a tight timeline. I found the experience one of the best facilitated meetings I have attended.  Can’t say enough good things about her facilitation style! She is also a joy to work with.”

Jennifer WilliamsBill & Melinda Gates Foundation

“Andrea is a superb facilitator. She has a firm yet gentle style, and attention to detail is very evident in her presentation and facilitation.”

Naomi TakaguchiBoard Member, Women’s Business Exchange