Facilitators’ Community

It has been my experience that structuring an engagement properly may be one of the most critical steps in the facilitation process. I include:

• Identifying the ‘real’ client
• Contracting with the client re: deliverables, participants, methodology, the client’s role, etc.
• Defining milestones and ‘done-ness’ criteria
• How, by whom, does the contract get changed
• Fees and contingencies

Share with us your perspective on structuring a facilitation agreement and any ‘lessons learned’.

Here’s a link to Whiteboards That Work which addresses the ‘front end’ of the process.