Your Role in Effective Business Planning: Know When to Take it Offline

An important role in effective association planning is to keep things moving smoothly, so whenever you are working with a group of people and progress becomes stagnant, you feel bogged down, or when a high level of agreement on a certain point is required, it might be a good idea to take the details off-line.

When this happens we recommend the following:

  • Call a break, and talk to the boss – or better yet talk to the 2 or 3 people that are causing the deadlock, and ask them how they propose to solve it so the group can move forward. This works like a charm.
  • Ask who would like to work out the details and bring back a proposal to move forward.
  • “Park” the item to the end of a meeting, or a later date.
  • Suggest that you will take the item off line, and propose a solution.
  • Put a place holder in your document, and keep writing. Highlight it, so you remember to come back to it later.
  • Strive for “conditional agreement”. In a recent executive planning session, an exceptional facilitator asked our non-agreeing participants to list the conditions for success that everyone would need to see in order to agree to the proposal on the table. This not only highlighted the hesitation in the room, but also allowed us to move forward.

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