Why Should You Retain a Professional Facilitator?
When contemplating hiring a facilitator or using a volunteer, many non profits will turn the job over to their executive director or a board member who Awas in a planning session once@. Not surprisingly, these sessions rarely achieve the results the board is seeking. The plans which evolve from these leaderless sessions usually do not have action plans included, and board members are not assigned specific duties, nor are there measurement-of-success parameters, timetables or responsible parties assigned. Three to five years later, after achieving nothing with the original plan, the board tackles another planning session, and does it the exact same way!! 
 
AWhy should we pay for a facilitator? He knows nothing about our organization, and we have smart people on the board who have been through a session before@. When selling your services, you will likely encounter that question, or hear the board state, “we tried a planning session a few years ago and it was a flop. Why will your session be any different?”
 
When you are selling your facilitation services, you will undoubtedly be asked why a professional facilitator is needed.   You may hear one or both of the above objections stated. The list below provides you the answer to virtually every question which could be asked of you and why you should be retained to facilitate. If you apply these answers to the common objections you will face, you should be able to secure some lucrative facilitation business!!
 
 
Retaining a qualified, unbiased facilitator from outside the organization will assist greatly the success of your planning retreat.
 
A professional facilitator will:
 
* Provide expertise... a facilitator knows the process and what goes into developing a successful strategic plan.
* Provide objectivity... a facilitator has no stake in the outcome and will treat all points of view equally.
* Provide balance... the facilitator's job is to ensure all competing participant perspectives are heard and to strive for consensus building.
* Provide impartiality... because of the facilitator's independence, he/she can approach sensitive political topics or controversial issues without being perceived as having an agenda.
* Provide leadership... it is virtually impossible for the CEO or Board Chairman to both facilitate and participate in the group discussion. A facilitator permits the elected leaders and staff to focus on the issues rather than on the process.
* Provide planning committee input... a facilitator can assist in identifying individuals both within and outside the association who should participate in the process. This assures all membership factions are represented, and that all points of view are heard.
* Provide Structure … A facilitator understands time constraints and the goals for the day. He will ensure that your plan is complete, well thought out and represents the wishes of the committee.
* Provide demographics... many facilitators are experienced at developing and analyzing questionnaires, surveys or conducting focus groups designed to assess emerging trends, member opinions and critical issues for your association.
* Provide documentation... after the session, your facilitator should provide a written report of your strategic plan, complete with goals, action steps and timelines.
* Provide credibility... if an independent facilitator conducts your retreat, member suspicion that individuals on the committee controlled the process is eliminated.
* Provide follow up…Many clients will bring a good facilitator back I every 6-12 months to conduct partial-day follow up sessions to update progress on the plan and keep it a fluid, living document.
 

 


Donn's management tips should not be interpreted as legal advice, as the strategies discussed are the opinions of Donn Eurich. Legal counsel should always be consulted before initiating any activity which potentially creates liability for you or your association.

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