Sep 1 - Oct 1, 2026 | Live-Online Public Workshop
Our signature program Essential Facilitation™ has been customized to fit the specific needs of project managers. In this workshop, you'll learn to run the critical meetings and conversations that keep projects moving and stakeholders aligned.
When you finish, you'll know how to:
What's Included
Project managers are expected to lead across functions, influence without authority, and keep work moving through ambiguity. But many project managers are trained to manage tasks — not facilitate alignment.
Essential Facilitation for Project Managers equips PMs to lead the critical meetings and conversations that drive coordinated execution throughout the Project Management Lifecycle.
From kickoff meetings that set clear expectations to status reviews that surface problems early, from planning sessions that balance competing pressures to closure meetings that capture lessons learned — facilitation skills help you navigate the human dynamics at every stage. The technical skills get you the role. Facilitation skills keep the project on track.
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The whole mess started in the kickoff meeting where no one wanted to ask a 'dumb' question. Answers to those questions would have made a big difference. |
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Everyone nods their heads, seemingly agreeing but the next week when asked what we're trying to achieve, there's five different answers. |
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We fought fires 50% of the time and pushed out the deliverable timeline every few weeks. |
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Two of six project contributors were consistently late in meeting commitments. The reason: their managers told them our project wasn't as important as their other work. |
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Our project was failing but no one would say out loud. One reason "I was burned for pushing back on things like vague requirements. Now I stay quiet when I'm asked for my opinion." |
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Our meetings would often end with "let's circle back on that issue" with no actual decisions or agreed upon action items. We were always asking "who's decision is this?" |
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Our product development process, from concept to customer, has lots of overlap between departments. Who was ultimately accountable? Unclear. Issues regularly slipped through the cracks. |
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Sales over-promised. Now we're in the difficult spot of resetting expectations with the customer. |
"If you ever need to lead meetings as a regular part of your job, take this training as soon as possible. You will never regret it!."
- Essential Facilitation™ Graduate, Takeda
Stakeholders nod in your kickoff, then three weeks later reveal they had completely different expectations.
Essential Facilitation teaches you how to design kickoff meetings that force stakeholders to clarify what they want. You'll learn specific facilitation techniques for surfacing conflicting priorities, getting beneath vague requirements, and documenting agreements that people will honor. No more polite nodding that masks fundamental misalignment.

People commit vaguely. Deadlines get pushed without agreement. You hear "I need to check with my manager first."
Essential Facilitation gives you the specific language for challenging assumptions without burning bridges. You'll practice how to ask clarifying questions in ways that make you look strategic, not obstructive. We teach you how to surface competing interests, facilitate disagreements constructively, and get stakeholders to commit instead of say "we'll figure it out later."

Leadership pushes for faster delivery. The team pushes back, tensions build, and nothing gets resolved.
Essential Facilitation teaches you how to facilitate planning conversations that balance competing pressures. You'll learn how to help the group co-create realistic plans (instead of being handed impossible ones), how to surface trade-offs explicitly, and how to get alignment on what's achievable given current resources and constraints.

Discussions go in circles. No one wants me to make the final call. You hear "We need more information" or "let's take this offline."
Essential Facilitation teaches you techniques for moving groups from discussion to decision. You'll learn how to recognize when a group is avoiding a decision, how to frame choices clearly, how to test for readiness to decide, and how to facilitate commitment in ways that stick. No more meetings that end with deferred decisions and vague next steps.

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CHALLENGE |
BEFORE ESSENTIAL FACILITATION |
AFTER ESSENTIAL FACILITATION |
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Kickoff Meetings |
Competing priorities, siloed perspectives, uneven commitment |
Walk out with documented agreements stakeholders actually honor |
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Vague Requirements |
Unclear expectations, shifting needs, rework later in the project |
Confidently facilitate clarity without sounding combative |
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Stakeholder Conflict |
Competing priorities, siloed perspectives, uneven commitments |
Shared goals, stronger buy-in, stakeholders moving in the same direction |
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Decision-Making |
Meetings end without decisions, confusion on who's responsible |
Meetings end with clear decisions and commitments |
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Scope Creep |
Constant additions, weak boundaries, timeline pressure |
Facilitate scope conversations using agreed objectives |
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Overpromising and Under-delivering |
Unrealistic commitments, missed deadlines, eroded credibility |
Realistic commitments, stronger follow-through, increased trust and delivery confidence |
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Team Member Conflict |
Tensions avoided or unmanaged, slow decision-making, damaged trust |
Conflicts addressed productively, healthier dialogue, faster resolution |
Most training sends you home with a program manual. We give you continued support to ensure the skills actually stick when stakeholders push back on your kickoff agenda.
Sustainment Emails
Three months of weekly practice prompts and reinforcement.
1-on-1 Coaching
Free 30-minute session post-training to dive deeper into your challenges.
Graduate Portal
Lifetime access to templates and resources from Essential Facilitation training.
Digital Badge
Graduate badge that you can add to your LinkedIn credentials.
Graduate Webinars
Quarterly virtual sessions for continued learning.
PMI PDUs
24 PDUs that you can apply to your PMI credentials.
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TRADITIONAL PM TRAINING |
ESSENTIAL FACILITATION |
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Focus |
Methodology & tools |
People & alignment |
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What You Learn |
Gantt charts, frameworks, process |
How to get stakeholders to commit |
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When It Helps |
Planning phase |
Throughout project |
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The Gap |
Assumes everyone will cooperate |
Fills the missing 75% of PM work |
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PMI PDUs |
✓ |
✓ (24 PDUs) |
We've complied tools that project managers have found the most valuable in their work day including a meeting agenda template, meeting reset cheat sheet, decision making guide and a facilitator's guide.
AI meeting assistants are an important part of our meetings nowadays, but how can we make sure to use them effectively?
This on demand recording will outline tips on guiding a group to a decision and managing the chaos that often ensues.