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Planning and Facilitation
of Meetings and Retreats
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Planning and facilitation of meetings and retreats is an important aspect of DFD Associates' contribution to organizational effectiveness. These services are appropriate for a range of situations:
- Planning or decision making by a small group of key leaders
- Team involvement in problem solving, innovation, or process improvement
- Widespread stakeholder involvement in vision building, strategic planning, or plan implementation
- Coping with crisis or rapid change
- Developing reflective practice and organizational learning
- Moving beyond the daily routine for a look at longer-term possibilities
DFD Associates works with meeting and retreat processes for groups of all sizes — from two to 200 or more. Our processes are sometimes highly structured to assure optimal use of time, but we often use approaches that allow for spontaneity and for addressing issues as they emerge:
- Guided dialogue, with facilitation that helps participants clarify the realities they face and the options that are available;
- Meetings in "open space" — in which even several hundred participants create an agenda on the spot to address a pre-chosen topic. (Click the link for more information on meetings in "open space.")
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Facilitation
Clients |
DFD Associates has provided meeting and retreat planning and facilitation services for a wide range of clients, including:
- AARP
- American Baptist Council of Rhode Island
- Arizona State University School of Life Sciences
- National Science Foundation
- U.S. Global Change Research Program
- Centers for Ocean Sciences Education Excellence
- Congregation Am Haskalah (PA)
- Consortium for Oceanographic Research & Education
- Boston Police Department
(under contract with Boston Management Consortium)
- Digital Library for Earth System Education Management Team
- The Historically Black Land Grant Universities
- Hocking College
- Illinois Council for Food & Ag Research
- National Endowment for Financial Education
- New England Aquarium
- University of Rhode Island president's cabinet
- URI Graduate School of Oceanography
- Western New England College
- Woods Hole Oceanographic Institution
- Worcester State College
For a listing of DFD clients for other sectors and specialties,
click here: Other Clients
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Sample
Projects
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DFD's meeting design and facilitation services have included:
For AARP and the National Endowment for Financial Education, DFD's Duane Dale designed and led an intensive two-day gathering to develop a new educational program regarding family financial issues.
For the National Science Foundation, facilitated advisory group retreats that established the framework for a ten-year outlook document for environmental research and education (Complex Environmental Systems: Synthesis for Earth, Life, and Society in the 21st Century, NSF, 2003).
For the U.S. government's multi-agency Global Change Research Program, Dale provided guidance regarding processes for stakeholder involvement in strategic planning.
For the Centers for Ocean Sciences Education Excellence (COSEE), Dale facilitated drafting of a position statement on ocean sciences education that became the basis for a new National Science Foundation funded program.
For the Illinois Council on Food & Ag Research, which advocates for research funding from the state legislature, Dale designed and led a three-day visioning and planning process. [Go to online executive summary.]
For Cooperative Extension at the 17 historically black land grant universities, planned and led a process to involve 300+ Extension educators and administrators in developing a new strategic plan.
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