Strategic Discussion and Facilitation

Transform your annual strategic planning meetings into ongoing conversations that will advance your organization’s growth and service objectives.

Strategic Discussion Details

Whether you want to refine a current plan based on the rapidly changing needs of members, or if it’s time to create a new strategy, it’s important to incorporate the voice of the member and the voice of your team’s experience.  ​Filene has comprehensive facilitation experience backed by our wide-reaching Research Library that will help ensure that your strategy efforts build a path to a strong future.

During strategic discussions led by tenured facilitators, you will engage, excite, and challenge the board and leadership team. We will use proven issue-discovery methodologies to flesh out important perspectives and build strategic alignment across your organization.

Discussion Sessions Available

Strategic Plan Refresh - Virtual

Review and refine your existing plan during a 90-minute interactive session. Connect your current strategy with the needs of today’s members. Includes an optional pre-session survey to identify areas of alignment and opportunities for further discussion.

Strategic Planning – Virtual or In-Person

This 4 or 8-hour session guides your team in Interactive conversations to advance your organizations’ growth and service objectives. During both group sessions and breakout conversations, you'll build alignment on the most important themes across your Board and Leadership team. This also includes an optional pre-session survey to identify areas of alignment and opportunities for further discussion.


  • Action plans to inform and activate your organization’s strategy​
  • Accountability, alignment and a sense of ownership across management and the Board
  • Curated research specific to your organization’s needs

Learn More

To learn more about bringing Strategic Discussion and Facilitation to your organization, please complete this form.


"Filene's facilitation effectively brought several different areas together for brainstorming and everyone was able to give input. They also made it fun!"

Tina Hamilton
Michigan Community Credit Union