Enterprise Transformation & Change
Strategic Change Partnership
Organizations navigating mergers, acquisitions, divestitures, restructuring, or large-scale transformation initiatives.
What's included:
Discovery & Assessment - Stakeholder analysis, readiness assessment, impact mapping
Strategy & Design - Change roadmap, communications strategy, organizational design
Implementation Partnership - Ongoing guidance through execution, leadership coaching, team alignment
Measurement & Adjustment - Progress tracking, adoption monitoring, course correction
Outcomes you can expect:
Clear roadmap for navigating complex change
Aligned leadership team with shared understanding
Stakeholder engagement strategy that moves people to action
Reduced resistance and faster adoption
Preserved (or strengthened) culture through transition
Typical engagements:
M&A integration or divestiture readiness (6-18 months)
Organizational restructuring (3-12 months)
Large-scale change initiatives (6-24 months)
Facilitation & Workshops
Organizations that need skilled facilitation for strategic offsites, team alignment sessions, or change interventions.
what we facilitate:
Strategic planning sessions
Leadership offsites and team retreats
Change readiness workshops
Stakeholder alignment meetings
Culture transformation initiatives
Team building and effectiveness
Why An External Facilitator
Benefits of an External Facilitator
The best facilitators aren't just process guides, they create the conditions for honest conversation, clear thinking, and aligned action. We bring an outside perspective, ask questions internal team members can't, and design experiences that produce real outcomes, not just good feelings.
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Facilitators from the outside are detached from the politics and bias/opinions often present within an internal team.
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A professional facilitator has a lot of experience working with groups and using creative approaches for moving things forward.
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External facilitators can ask questions that may not land well if asked by an internal team member; they are able to play devil’s advocate more easily.
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Professional facilitators understand the importance of designing an agenda that promotes action and progress.
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Facilitators have an inclusive mindset, ensuring everyone has a voice and a safe place to express it; professional facilitators know how to craft an experience where everyone is engaged right from when they walk in the door.
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A professional facilitator is perceptive about pulling together the right information and agenda to take advantage of the valuable time and energy of a busy team.
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Many organizations facilitate using a PowerPoint approach; The Upside Experience is centered on discussions and creative ways to get to the root of the issue or help the team get.
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The facilitator is not the SME expert; that’s the role of the meeting participants. Instead, the facilitator knows how to set the stage for a productive conversation to happen.
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We can change things up in the moment. Working with groups is complex, and there are times when they need to take things in a different direction. External facilitators have a vast toolkit to pull from when a pivot needs to happen.
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You will never leave a session wondering what the next steps are. Participants are clear on where they are headed and organized to make it happen.
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As experts in organization development, the facilitators at Upside can assist in many other areas beyond just moderating the actual meeting itself. Facilitation expands to the entire process rather than an instance.
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We tend to have a lot of fun along the way. The best learning happens when people are engaged and having fun.
Goal
Setting
Setting goals for the next year? Let us help you. Our proven frameworks for facilitating the goal-setting process allow you to spend quality time focused on growing your business, not planning a workshop.