FUSE planning resources
Facilitation Planning Resources
Use these evidence-led tools to prepare a decision session, compare facilitation scope, evaluate a venue, or choose an appropriate method. Each resource names what it can support.
Where should an offsite or facilitation buyer start?
Start with the decision or outcome the group must own, then use the agenda, role-comparison, venue, and facilitator-selection resources that match it. Each resource links to the relevant FUSE service or case study.
Executive Offsite Agenda Template
A one-day, decision-led agenda with preparation, decision-record, and 30- or 90-day follow-through checklists.
Open the template Strategy · Two daysStrategic Planning Agenda Template
A two-day process that moves from evidence to integrated choices, capabilities, portfolio decisions, and measurable outcomes.
Open the template Buyer guide · Role clarityFacilitator vs Consultant vs Internal Lead
Choose the right role by answer authority, process neutrality, evidence needs, and the deliverable being purchased.
Read the buyer guide Procurement · Copy-readyFacilitator Selection & RFP Brief
A procurement-ready checklist, interview guide, scoring model, and copy-ready facilitation brief.
Use the selection brief Venues · Planning guideCanadian Offsite Venue Guide
Four venues connected to published FUSE delivery evidence, separated from current venue-published facts and a buyer reconfirmation checklist.
Explore the venue evidence Method · Four casesOpen Space Technology
When participant-led agenda design fits, how to bound it, and four published FUSE examples.
Explore the method Method · One-day workshopValue Stream Mapping
A one-day workshop that maps how work moves from request to value, measures process efficiency, and ends with a 90-day plan.
Explore the method Method · Large-group dialogueWorld Café
Small tables, one powerful question each, and rotating groups that carry ideas across the room until it can see what it thinks.
Explore the method Method · When to use itAppreciative Inquiry
How to use strengths-oriented inquiry without minimizing harm, risk, conflict, or accountability.
Explore the method Method · Cross-functional workEcosystem Mapping
A bird’s-eye map of every team, partner, and customer in your system, the relationships between them, and where collaboration is blocked.
Explore the methodResources do not replace diagnosis
A resource is useful when the mandate, authority, evidence, group dynamics, and risks fit it. Adapt the process when accessibility, language, conflict, power, confidentiality, legal, employment, clinical, safety, or governance conditions require qualified support.
Compare FUSE facilitation services