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Tried-and-tested resources for directors, facilitators and managers
Over the years as a facilitator and coach, I’ve developed and acquired many tools for initiating self-reflection, guiding strategic planning, and shaping impactful decisions at work.
From board recruitment checklists to leadership reflection tools and discussion prompts – here is a curation of the resources I’ve found to be most helpful. (These are the exact frameworks I use with my coaching and facilitation clients, as well as boards.)
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Take on Board tools
For directors and aspiring board members
FOUR KEYS TO A STRONG BOARD
WORKSHEET
Strong boards conduct yearly reviews – done internally or by an external facilitator. This worksheet looks at the four important areas to review: skills, commitment, alignment and diversity.
HOW TO RECRUIT A BOARD MEMBER
CHECKLIST
This two-page checklist breaks down the board recruitment process into these three not-to-be-missed categories. For more, listen to episode 211 of the Take on Board podcast.
BECOMING AN FAICD
GUIDE
Read my Fellow of the Australian Institure of Company Directors (AICD) application and supporting documents. For more, listen to episode 170 of the Take on Board podcast.
Facilitation tools
For team leaders, facilitators and strategy shapers
SOAR
WORKSHEET
I use this worksheet to set the context at the start of a workshop, focusing on strengths, opportunities, aspirations, results. For more, read the Ideas to Action blog post.
SOAR
PROMPTS
For some of my workshops, I expand on the SOAR framework to include a number of prompt questions relating to each of the four areas. For more, read the Ideas to Action blog post.
PESTLE
PROMPTS
PESTLE is ideal for teams that want to look at the bigger picture – political, economic, socio-cultural, technological, legal and environmental. For more, read the Ideas to Action blog post.
Coaching tools
For people in leadership navigating transition or setting direction
RSVP
WORKSHEET
Every year I RSVP – review, superpowers, value, purpose. It’s an invitation to reflect on the past year and set intentions for the new year. Listen to my 2023 reflections and 2024 goals.
SKILLS MATRIX
WORKSHEET
I use a skills matrix – my ‘skills quadrant worksheet’ – to help clients explore their ‘what next?’. For more, read the Ideas to Action blog post.