IN MY TOOL BAG: Meet IRMA — The Impact x Resources Matrix

Have you ever been part of a meeting that produced a terrifyingly long list of new projects and initiatives? As a client of mine recently described such a meeting, “It was an energizing and inspiring conversation right up until the point we realized we were going to have to implement all of these ideas!” Without […]

ON MY MIND: Retreats that Make a Difference (Part 3)

re*treat. (verb) withdraw to a quiet or secluded place. (noun) a designated time of seclusion from routine activities to gain clarity and/or renewal. When planning a retreat, when does it make sense to bring in an experienced facilitator? Groups can often self-facilitate. However, engaging an outside facilitator is particularly beneficial in situations where the retreat […]

ON MY MIND: Retreats that Make a Difference (Part 2)

re*treat. (verb) withdraw to a quiet or secluded place. (noun) a designated time of seclusion from routine activities to gain clarity and/or renewal. Just as building designers follow universal principles and work with dimensions like angles, color, and shape, so must meeting architects consider a unique set of design dimensions. Once the foundation of the […]

ON MY MIND: Retreats that Make a Difference (Part 1)

re*treat. (verb) withdraw to a quiet or secluded place. (noun) a designated time of seclusion from routine activities to gain clarity and/or renewal. Retreats do two important things. First, they take us “away”—far from the demands of the office and shielded from everyday interruptions. Second, they bring us “together”— into a common, in-person, relaxed space. […]

IN MY TOOL BAG: The Team Check-in

Most high performing teams run fast and furious. Moving at that kind of pace we often walk into our meetings and jump right into the agenda. While hitting the ground running may feel productive, something gets lost: We fail to look up from our devices and to-do lists, even if for a moment, to see […]

IN MY TOOL BAG: The Priority-setting Matrix for Executive Teams

Recently at a senior executive team retreat, one member of the team questioned the necessity of the two-day off-site gathering. The executive rationalized that: “We are a group of department heads paid to run our own shows. If I’m honest I’m not sure why I need to be part of a senior team, other than […]

ON MY MIND: Strategy Development- What’s the Real End Game?

Over the past 25 years, I have facilitated about 300 strategy conversations across more than 70 industries. When I think about the client organizations that went on to be most successful, one insight stands out: They were more focused on the quality of their conversation and the thinking being generated than they were on creating […]

IN MY TOOL BAG: “What’s Your Story” Cards

One of my favorite writers, Margaret Wheatley, wrote: “You can’t hate someone whose story you know.” I would add that when you learn a person’s story you can’t help but see part of yourself in them. Our stories reveal parts of us that transcend resumes and elevator pitches. They bring to light our values, beliefs, […]

IN MY TOOL BAG: The Power of a Project Charter

Your project team, task force, or committee got off to a fast and enthusiastic start but lately, it’s struggling to make progress. For every step forward it feels like the team takes three steps backward. You keep hitting bottlenecks and having to revisit decisions you thought were made. Team members are becoming frustrated with one […]

IN MY TOOL BAG: Picture Card Decks

Using picture card decks in my work has made me a believer in the adage that “a picture is worth a thousand words.” I have seen how visual images can elicit new insights, invite people to tap into their emotional selves, and reveal previously hidden aspirations. That’s why I always travel with a deck of […]