Facilitation Services

A Proven Process

Whether engaging our firm for individual or group facilitation, our tried-and-tested facilitation process is designed to maximize impact.

This phase includes a full intake and exploration of all relevant contributors allowing a true understanding of context, people, and processes.

This phase is designed to ensure both specific and unambiguous parameters for the process. It allows a tailored understanding and foundation of values, priorities and desired outcomes.

This phase is adaptive, evidence-informed, and customized to the needs of the client or group. Modes of delivery will also be created collaboratively.

This phase focuses on sustainable change, accountability, and measurable growth—whether in behavior, culture, or performance.

IMPLEMENT

• Concrete launch once training and build complete

• All stakeholders with trackable endorsement/sign-off

• Embedded and standardized feedback pathways

• Cross-level progress reporting

• Intentional repeated exposure to all new materials/skills

• Safety tools embedded at each step and interaction

• Actual and practical timeline

For individuals this may further include:

• Formal actions and filings

• Frequent self-assessment and debrief

• Regular augmentation of skills

• Intense preparation for meetings, events, presentations

REVIEW

• All relevant materials

• All applicable data

• Input form all stakeholders

• Available Policies, procedures, guidelines

• Environment and culture

• Institutional or organizational resources

• Non written culture and flow

For individuals this may further include

• Contracts

• Peer and performance reviews

• Evaluations and feedback

• Personnel files

• Previous education

• Remediations or interventions

BUILD

• Communication skills and tools

• Shared language

• New or enhanced Policies and procedures

• Bespoke Rules of Engagement

• Mitigation templates

• De-escalation techniques

• Bidirectional transparency

• Bidirectional accountability

• Feedback and follow up loops

• Mediation approaches

• Implementation Pathway

For individuals this may further include skills in:

• Negotiation and strategies

• Boundaries and compartmentalization

• Emotional intelligence

• Leadership and management development

• Safe and confidential exit pathways

DEFINE

• Challenges to address

• Shared and realistic goals

• Ongoing Successes and achievements

• Previous Failures and areas of stagnation

• Clear roles and tasks vs lack of clarity

• Organizational and workflow standard vs

• Organizational and workflow culture

• Current barriers and obstructions

• Optimal reporting and leap frogs when needed

• A target timeline

For individuals this may further include identifying:

• Allies and safe spaces

• Formal structural and legal services

• Internal and external adjuncts

• Alternatives and exit strategies

For Individuals

Our facilitation process for individual clinicians begins with a thorough assessment and analysis of the problem by reviewing relevant policies, contracts, performance reviews, feedback, and internal records. From there, we define a corrective plan that includes identifying structural support for employees, formal intervention pathways, safe space allies, and daily self-protective techniques. To foster growth, we help build essential skills such as verbal and written communication, de-escalation, and mediation strategies. Finally, we implement actionable steps to ensure safety and success, including performance optimization plans, alternative reporting mechanisms, and non-alienating exit strategies where necessary.

For Teams and Groups

Our facilitation service is designed to help teams and organizations assess and improve their dynamics, whether you're operating like a well-oiled machine or experiencing signs of dysfunction. Through tailored training and open discussions, we address mixed feedback or outright challenges within your team, offering tools like healthy conflict management and proactive solutions to prevent issues from escalating. Whether it's fostering transparency around mission and goals or tackling deeper concerns such as toxic culture, disruptive behavior, or unhealthy competition, our services provide the support needed to rebuild trust, collaboration, and a positive workplace environment.