Facilitation Methods & Strategic Planning

Lead more productive conversations and develop more actionable strategic plans

We start by understanding your goals, challenges, and audience to create a customized facilitation experience that drives results. Whether in-person or virtual, we leverage a range of facilitation tools and methods specifically selected to meet the needs of your group and their identified discussion topics.

We partner with organizations of all sizes to design and guide structured conversations that foster clarity, alignment, and action.

Following are just a handful of examples describing how the Event Garde team can utilize our knowledge and expertise to meet the needs of you and your audience through facilitation methods and strategic planning:

  • Facilitate tough conversations - Guide a group through complex discussions (e.g., sunsetting an initiative) to elicit facts and reactions and reach shared understanding and resolution.

  • Align teams around key decisions – Engage all members to generate ideas, identify consensus, and confirm next steps (e.g., defining organizational core values).

  • Create actionable short-term plans – Envision success, assess current realities, align commitment, map critical tasks, and establish a timeline to ensure follow-through.

  • Map stakeholders strategically – Support stakeholder mapping to identify key voices across your industry and different social identity groups to ensure diverse perspectives, inclusive engagement, and informed decision-making.

  • Develop practical strategic plans – Design a collaborative strategic plan rooted in member insights, define a compelling vision, address key challenges, and set clear strategic directions.

  • Bridge the gap between strategy and action – Equip teams with simple, effective steps to transition from planning to execution and avoid the "implementation gap".

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Technology of Participation (ToP) Focused Conversation Method

Consider the number of unproductive conversations that happen each day among Boards, learners, members, staff, or volunteers. Using the focused conversation method, we provide an effective structure for collecting data and ideas, reflecting on accomplishments and setbacks, and discussing tough issues without heated arguments.

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Technology of Participation (ToP) Strategic Planning Process

We often get asked: Is strategic planning still relevant in today’s environment? Is the effort and investment still worth it? Won’t our plan be outdated the minute we publish it? In a time of uncertainty and disruption, a well-crafted strategic plan isn’t just a document—it’s a dynamic roadmap that keeps your organization focused, adaptable, and aligned with its mission.

At Event Garde, we believe strategic planning is more essential than ever. It’s not about predicting the future with absolute certainty; it’s about preparing your organization to navigate change with confidence. A strong strategic plan clarifies your vision, identifies key priorities, and provides a framework for making informed decisions—whether you’re seizing new opportunities or course-correcting in response to unexpected challenges.

Using the Technology of Participation (ToP) Strategic Planning Process, we help organizations create actionable, inclusive, and adaptable strategies that reflect their values and aspirations. Our process ensures that your plan is not just a one-time exercise but a living tool that evolves with your organization.

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Meetings don’t have to be painful experiences

Are your meetings consistently dominated by the same couple of voices? Have you tried, unsuccessfully, to engage participants from historically underrepresented groups? Is there a lot of discussion that never really results in clear consensus or actionable next steps?                                        

If you’re looking for professionally facilitated meetings that recognize and honor contributions from all group members, create a safer space to share through equitable and anti-oppressive facilitation practices, and result in action plans with ownership and accountability, then you’ve come to the right place.

Not only do we understand facilitation, but we want you and your stakeholders to become better facilitators and participants, as well. By attending the facilitated conversations that we’ll develop for your group, you’ll begin to identify some of the fundamental techniques and best practices that you can begin incorporating in your own meetings.

Why organizations rely on Event Garde

The Event Garde team has experience facilitating with a variety of stakeholders and creating uniquely designed plans to meet each client’s needs. Our facilitators have deep knowledge and expertise of various facilitation methods, first­-hand experience using them in a variety of real­-world situations, and additional practice teaching others how to use them in their own settings.

With this training, practice, and experience, the Event Garde team is proficient in the art and science of facilitation. The stakeholders selected to be a part of the meetings we lead bring their industry knowledge, historical perspective, and forward-­looking ideas and passion. Together, with a sound process and a genuine care for the participants (and how they engage with one another), we co­-create a realistic and actionable plan to establish the future direction of your organization.

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Testimonials

Case Study

Michigan Association of Certified Public Accountants (MICPA)

Event Garde Equips MICPA with Statewide Member Insights to Drive Strategic Action

Challenge

MICPA serves a diverse, statewide membership—from solo practitioners and large firms to corporate CPAs and accounting educators/future CPAs—yet lacked current, segmented data on what members actually valued and needed. Their last comprehensive member research was several years old, and the profession had shifted considerably since.

Without targeted listening, the association risked misaligning its programs, investing in the wrong priorities, and losing relevance with members who felt overlooked—particularly those outside Metro Detroit and in niche industry segments. MICPA needed a research approach rigorous enough to surface real strategic gaps, yet structured enough to yield clear, actionable direction rather than an overwhelming volume of raw feedback.

Solution

Event Garde designed and deployed a 15-question segmented member survey distributed to MICPA’s full membership, paired with five virtual two-hour Consensus Workshops using the Technology of Participation (ToP) method—a proven facilitation approach that builds genuine group consensus rather than simply aggregating individual opinions.

Each workshop engaged a distinct, deliberately recruited member segment—small firms, mid-size firms, large firms, business and industry, and accounting educators/future CPAs—ensuring that voices typically drowned out in broad surveys were heard on their own terms. Event Garde managed all logistics, facilitation, analysis, and synthesis, delivering a final report that integrated both quantitative benchmarks and qualitative consensus into 12 prioritized strategic recommendations organized by planning horizon.

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Interested in learning more?

To discuss your upcoming facilitation methods or strategic planning needs, please contact Lindsay Thomas, Event Garde’s Director of Client Engagement.

Contact Lindsay Thomas

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