Facilitation & Retreats

If you’re looking to have important conversations that engage real issues and lead to more effective working relationships and business results, then we may be able to help. Our designs are usually light on the games, heavy on engaged conversation, and leave time for fun outside the sessions. We regularly design and facilitate sessions for teams that want to go offsite and we comfortably work with teams of five to 100 people.

Our process typically includes:

an initial planning meeting to determine focus and goals and plan logistics
gathering data through a survey, focus groups or interviews to obtain input from those who will attend
some planning meetings to review the data, determine the key issues to explore and develop session design
facilitating the session and documenting outcomes
providing follow up evaluation or implementation support

Strategic Planning
Leadership Development & Training
Facilitation & Retreats
Coaching Programs
Board Development
Keynote Speaking

Testimonials

TS worked with us as we built a new division – beginning with the three-person management team and walking the road with us over 18 months as we grew to a staff of more than 50. We were clear on our mandate and purpose. TS helped us define our leadership roles and coached us as we grew, providing practical advice and useful models that were invaluable.

Nancy ZlotskySenior Vice President Chemonics International

We have tried many different strategies to make changes in the field. The Alignment & Action Process is the most successful because it is internally driven organizational change. We have done the top-down type of change, and have had mixed results. With this approach, we let those on the ground determine how they will address the challenges they face and determine how best to move into the future. It has been very successful.

Senior ExecutiveUSDA Director of Field Operations who runs a national organization of 7500 people

TS conducted an alignment process with our senior team. They showed keen sensitivity to our culture and organizational values and proposed an approach that really worked for us. Practically speaking, we identified common goals, crystallized our values as a leadership team, worked out some kinks in our relationships and created a framework that allowed us to make great progress toward our goals.

Fred SomersExecutive DirectorAmerican Occupational Therapy Association

Very strong facilitators – they engaged our people, offered practical frameworks, built trust and got us talking about things we tended to avoid … we created plans that were clear and had good buy-in, which was invaluable … lots of personal integrity.

Nancy RawlesDivision Vice President HR/ODAmerican College of Cardiology

Our strategic planning process involved major changes in our governance structure, bylaws and administrative rules which for a membership organization is monumental. TS facilitated crucial, break through task force meetings. They solicited input on the issues ahead of time and got agreement on the agenda, objectives and outcomes. They were masterful in keeping us focused, ensuring room for all views, and keeping strong personalities from dominating. They helped us reconcile the tensions between … Read more

Ronald M. SeamanChair, Strategic Planning Task ForceAmerican Society of Appraisers

I have been highly satisfied with divisional retreats facilitated by Transformation Strategies over the past several years. Bob Devlin and Claire Meany were highly sensitive to the needs of our group, one experiencing high growth, needing additional professional development, and managing projects with high political visibility in the Asian region. They helped us explore what was working and what was not in operations, new business, and project management and helped us map out steps for a success… Read more

Ron IveySenior Vice President - AsiaChemonics International

Working with Bob Devlin allowed the Global Marketing & Communications team to enhance its teamwork, collaboration and trust. Bob provided a safe environment in which team members felt free to openly discuss strengths and challenges and come to mutual agreements and actions to enhance the effectiveness of individuals and the team as a whole.

Barbara O’MalleyAssociate Vice President & Chief Communications OfficerWebster University

Gettysburg College has had a business relationship with Transformation Strategies since the early 2000s and over the past nearly 14 years, they have been strategic partners in providing leadership development and coaching for many of our institutional leaders from the President and the Executive Team to the managers on the front lines. Transformation Strategies utilizes a customized approach for professional development based on your institutional culture, their style and approach to work is t… Read more

Jane NorthExec. Vice President Gettysburg College

Bob and the Transformation Strategies team led a strategic planning process for us – highly engaging sessions that built a common vision and trust across the organization. They got us into and through all of the important conversations with the right groups of stakeholders. They provided great guidance and thought leadership every step of the way, and helped us produce a plan that has buy-in across our statewide organization. They were an invaluable partner and a pleasure to work with!

Matt AaronPresident and CEOSpecial Olympics Pennsylvania

Transformation Strategies designed and facilitated the first-ever North America Summit on athlete leadership, pulling together 60 CEOs, key staff, and athlete leaders from Special Olympics programs across the United States, Canada, and the Caribbean. They provided invaluable assistance in getting the right topics on the agenda, framing the working sessions to ensure our time was used effectively, and capturing the myriad inputs needed to make the summit successful – all in less than 3 months… Read more

Michael FurnishPresident and CEOSpecial Olympics Indiana

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