Free Resource Library

free planning and facilitation resources

We trust that you will find these resources from Sage Solutions useful. All we ask is that you:

  • attribute them to us
  • provide us feedback on how to make them even better
  • distribute them far and wide if you’ve found them helpful

Nimble Facilitation Tools and Templates

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 tips and tools to keep in your “bag of tricks.”

 

Know Yourself
Knowing yourself is your starting point to becoming a more agile, confident facilitator.

 

Meeting First Aid
Quick tips to get things back on track.

 

Planning for Multiple Scenarios
Planning multiple scenarios in advance will help you to adapt when things take an unexpected turn.

 

Preparing to Plan
You know you need a strategic plan, but where do you start? This worksheet makes the thinking process easy.

 

What they see is what you get
Small differences in language can make a big difference in aligning expectations.

 

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 Getting 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.

 

Various Kinds of Smart
Designing successful meetings means including ways for all participants to be successfully engaged.

 

When emotions run high
Tips on how to navigate high emotions.

 

Governance Resources

Board Onboarding
When it comes to preparing board members for their task, it is helpful to intentionally consider four interlocking pieces of Director orientation, that move from the general to the specific.

 

Coaching Resources

Read to Succeed
Here is a list of my recent reads. I hope you find some of these titles interesting and helpful.

 

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