Free Resources

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Facilitation Tools and Templates

Choose Your Own Meeting Adventure
Sick of sorting out hybrid/F2F/digital meetings? I sure am! I’ve developed this tool to help determine the best format for meetings and events.

Facilitation Planning Template
This template will help you develop a detailed plan for your facilitated session.

Facilitation Supply List
As a facilitator, you need a well stocked bag of tools. Here is a list of meeting supplies and tips for using them in your in-person sessions.

Space Planning Checklist
The physical space you are in will affect the work that gets done in that space. This checklist will help determine if the space meets your needs and help eliminate surprises the day of the meeting.

Tips for Helping a Group Get Unstuck
Keep this resource in your facilitation folder and whip it out in those moments when you’re stuck. Think of it as your process first aid kit.

Strategic Planning Resources

Stakeholder Engagement Planning
Who would you like to consult before you plan? Complete the “Stakeholder Engagement Planning Template” to help you identify which stakeholders to engage, how best to engage them, and what specific questions to ask.

Coaching Resources

Amp Up Your Adaptability
Does the thought of having to pivot one more time make your palms sweat? Discover six pieces of good news about adaptability.

Satisfying our Core Cravings during Times of Transition
Navigating a transition can be an exciting opportunity, but it can also leave us feeling overwhelmed and untethered. Learn more about the five categories of cravings that can help you flourish as you reimagine a new chapter, and some tips to help you along your journey.

Stretched but not Snapping
We are constantly being asked to stretch — in too many directions and for too long. It can feel unsustainable. The ELASTIC metaphor and acronym (energy, likeability, adaptability, strategy, trust, imagination and curiosity) will help you find your optimal level of stretch and help you strengthen your elastic leadership.