Facilitation Case Studies

Facilitating Five-Year Strategy Development and Team Building

Challenge. Develop a Five-Year Strategic Plan for a new leadership team and provide organizational development facilitation services to a group that was experiencing communication difficulties.

Solution. TBG used a Strategic Planning Framework to track the development of the Vision, Mission Statement, Values, Goals and Objectives, and Strategies; we facilitated a team-building retreat and a series of planning work sessions; further, we facilitated a situational analysis to assess the current state of the organization.

Impact. Delivered plan within budget and received very high performance scores for the project.

Enabling Organizational Change to Reduce Attrition and Boost Morale

Challenge. One client was concerned about a remote service center that experienced significant organizational culture issues, poor employee morale, and high turnover.? The client was also concerned about potential legal ramifications. The unit needed an immediate and major intervention.

Solution. We assembled key personnel, designed a process, gathered data via What If scenarios, facilitated appreciative learning focus groups and interviews, provided coaching, and delivered an action-based report.

Impact. Within five months, new leadership was installed, key personnel departures stopped, employee grievances were reduced, morale improved, and the operating unit returned to its original high performing mode.

Meeting Tight Deadlines to Facilitate the Development of a National Training Program

Challenge. This client was tasked with developing a national training program within a very tight time frame.? Gaining consensus of national managers was critical.

Solution. TBG ResultantsSM helped design a two-day work session that brought together 35 senior decision-makers.? The sessions were energetic and productive, creating consensus on topics and approaches to the training.

Impact. The client was extremely impressed with the process with which the work flowed and decisions were made.? The participants left the session energized and supportive of next-step efforts.