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Facilitation for Marketing and Strategic Planning
Workshops


Facilitation for Marketing and Strategic Planning

Hosfeld & Associates offers facilitation for live meetings, retreats and group decision-making processes that support marketing, branding and strategic planning. We offer half, full and multi-day facilitation options. If you are interested in on-line meeting facilitation, please contact us to discuss your particular requirements.

Examples of our facilitation topics include:

Aligning Mission, Values and Money

We guide organizations in conversations to create greater alignment between their values, purpose and how they generate revenue. Organizations for which this work is most helpful include:

  • Nonprofits engaging in social entrepreneurship. We help align charitable and earned-income activities so that all efforts serve the mission and purpose of the organization.

  • For-Profits seeking to bring a greater sense of mission to their work including organizations pursuing profitable sustainability.

    • Target Markets and Perfect Customers

    We help organizations clarify and focus on the clients they want and are best suited to serve and how to cultivate more of them. This facilitation creates shared vision through integration of individual and organization-wide strengths. Organizations benefit from the energy created by renewed clarity, focus and commitment.

    Living the Great Story

    We assist clients in building strong brands, vibrant marketing organizations and meaningfulness in work by designing conversations and retreats to that help clients create answers for the following questions:

  • What is the change we want to see in the world because of our work (shared vision)?


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  • What are the means we will use to create this change (shared means)?

  • How do we want to be together as we do this work (shared values)?

    • For more information on tools and frameworks we use in facilitation, see Tools and Frameworks.

    Other Topics and Content

    We can design full-custom facilitation processes for your marketing, branding or strategic planning situation. We also work with partner facilitators on related areas of content such as profitable sustainability, storytelling, and team-building.

    What’s Included in a Facilitation Project

    Pre-meeting and post-meeting work is included in a facilitation project. This includes:

  • understanding the scope of the work – typically this requires up to two meetings

  • defining the decision-making style that is appropriate

  • advance interviews or surveys to clarify issues or topics prior to the meeting – our estimates reflect the number and depth of interviews or surveys that are required

  • determining attainable goals for the process

  • a meeting to debrief on the outcomes of the session and determine next steps

    • Documentation for facilitated processes is an important part of internalizing the outcomes of the facilitation. It is therefore usually provided by the client. If this is not appropriate, or if you need additional support, we can provide an additional estimate for this service.

    Locations for Retreats, Meetings

    We can assist you in finding the right meeting, retreat or conference space for your session depending on your objectives, size of meeting and geographic location.

     

     

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