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Best Practices to Facilitate a Planning Session

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Gain Insights from Expert Facilitators

At Rhythm Systems, our consultants are trained facilitators. We have facilitated thousands of successful Strategic, Annual and Quarterly Planning sessions.


This 3 step guide will discuss what a great Facilitator requires:

  • Think through the purpose- How to communicate shared goals & expectations
  • Plan all of the details in advance - 7 easy steps you must do prior to the session
  • Do the hard work of running the meeting - 15 tips to keep your team focused and have fun



We have facilitated hundreds of successful Strategic Planning, Annual Planning, Quarterly Planning and Deep Dive sessions for our clients. And as much as we

love doing this for our clients, we know that we can’t be there to facilitate every meeting for every client. That’s what this guide is for.

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