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Facilitating a planning session makes you a change agent.

Because even President Eisenhower (then General) was known to say,

“In preparing for battle I have always found that plans are useless, but planning is indispensable.”

While an effective facilitator keeps their group focused on the meeting output (ie, deliverable), the real work begins when the meeting is over, because what we really plan for are new outcomes. Consequently, planning intends to change minds, not merely make plans.

Therefore, when President Eisenhower was suggesting that three-ring binders may sit on a shelf and gather dust, he implied that key deliverable from planning sessions occur in the fifteen cm (six inches) between our ears.

To change (as a verb) can mean a lot of things including, among others, to:

Core Competency: Planning Changes Minds, Not Simply Make Plans

From Planning to Rewards

  • Adapt
  • Adjust
  • Alter
  • Amend
  • Differentiate
  • Doctor
  • Evolve
  • Innovate
  • Modify
  • Productize
  • Redesign
  • Refine
  • Remodel
  • Reorder
  • Reorganize
  • Reshape
  • Restyle
  • Revamp
  • Revise
  • Transfigure
  • Transform
  • Tweak
  • Vary

Change or Be Changed

Every one of us has been involved in change, and if you are reading this, you are probably involved in a change effort right now. Congratulations, the ability to lead a group of people to change, agree, and take ownership and maintenance of the future state represents tremendous success for the session leader who got them there.

Consequently, groups that are proactive in their approach to change make more money than those who simply react. Many studies point to innovation as the modern driver of profitability. As a core competency, groups who become adept at change, which can convert their creativity into profit (innovation defined), learn the value of effective facilitation. The facilitator, remaining unbiased and neutral about HOW TO change, serves as the primary catalyst and accelerator of change, corporate learning, and financial growth.

The more we mature in the role, the more we understand that corporate reality is subjective and decisions are driven by the perception of reality, from each person. Therefore, we embrace learning to ‘homogenize’ our separate realities into our common, objective reality—that is unfortunately accepted by everyone but owned by no one. As context experts, our role during meetings gets people closer to shared understanding, to acceptance of what is truly objective, and to own their commitments and consequences when our meetings conclude. When performed seamlessly, our role helps individuals that help groups that help organizations to exceed their goals and maximize their financial rewards. And to think, it all started with a planning meeting.

In the words of Giuseppe di Lampedusa in The Leopard, even:

“If we want things to stay as they are, things will have to change.”


Don’t ruin your career or reputation with bad meetings. Register for a class or forward this to someone who should. Taught by world-class instructors, MG RUSH  professional facilitation curriculum focuses on practice. Each student thoroughly practices and rehearses tools, methods, and approaches throughout the week. While some call this immersion, we call it the road to building impactful facilitation skills.

Our courses also provide an excellent way to earn up to 40 SEUs from the Scrum Alliance, 40 PDUs from PMI, and 40 CDUs from IIBA, as well as 3.2 CEUs for other professions. (See individual class descriptions for details.)

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Facilitation Expert

Terrence Metz, CSM, PSPO, CSPF, is the Managing Director of MG RUSH Facilitation Training and Coaching, the acknowledged leader in structured facilitation training. His FAST Facilitation Best Practices blog features over 300 articles on facilitation skills and tools aimed at helping others lead faster, more productive meetings and workshops that yield higher quality decisions. His clients include Agilists, Scrum teams, program and project managers, senior officers, and the business analyst community among numerous private and public companies and global corporations. As an undergraduate of Northwestern University (Evanston, IL) and MBA graduate from NWU’s Kellogg School of Management, his professional experience has focused on process improvement and product development. He continually aspires to make it easier for others to succeed.

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