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Facilitation where the output has to stand up

Echelon is a new practice, so we won’t show you invented client logos. Here is the facilitation experience behind it, why it transfers to leadership teams, and exactly what a session with us looks like.

Large, mixed-expertise rooms that must produce work people will rely on

Dr Andrew Greenland is a consultant emergency physician and clinical senior lecturer who has facilitated co-creation programmes in NHS and university settings. As a senior medical educator at a UK medical school, he designs and facilitates the workshops that create, test and agree the final exams that decide who qualifies as a doctor. The material has to be accurate, fair and defensible - and it has to be produced on the day, by busy senior experts who don’t always agree.

~18

facilitated development workshops each year

70-80

participants in the largest working sessions

80-90

people briefed and aligned in a single training day

3

very different groups in one room: clinicians, academics and professional actors

What those sessions involve

  • Scenario development workshops (around 10 a year, up to 70-80 people): clinicians, academics and actors generate large numbers of realistic clinical scenarios for final exams in a single structured session.
  • Written question workshops (around 8 a year, 20-30 people): small expert groups draft and challenge exam questions until each one is good enough to be used.
  • Standard-setting meetings: experts with different judgements agree a defensible pass mark - a decision that directly affects people’s careers.
  • Piloting sessions: new material is tested before it goes live, and weak items are changed or dropped.
  • Actor training (80-90 participants): a large group is brought to the same understanding so every candidate experiences the scenario in the same way.

The same problems, in a different building

A room of senior clinicians and a leadership team have more in common than you’d think. Both are full of experts, both have status dynamics, and both need to leave with something they will stand behind.

In an assessment workshopIn a leadership teamThe facilitation skill
Senior consultants, junior academics and actors in one roomA CEO, division heads and functional leads in one roomStopping the most senior voice from anchoring everyone else
Exam material must be accurate and defensibleDecisions commit budget, people and reputationTurning opinion into choices that survive scrutiny
Experts agree one pass mark despite different judgementsLeaders agree priorities despite competing agendasStructured disagreement that ends in a decision
Large volumes of usable material produced in one dayA decision log and named owners produced in one dayTime-boxed design that delivers outputs, not notes
Draft items are piloted before they go livePlans are tested before money is spentBuilding in challenge before commitment
80-90 actors aligned to portray a scenario the same wayA decision cascaded consistently across the organisationMaking sure everyone leaves with the same understanding

A one-day Executive Alignment Sprint for a 12-person leadership team

Please note: this is an illustrative example of how we design and run a session. It is not a write-up of a specific client engagement.

The situation

A UK professional services firm of 300-500 staff is mid-way through a restructure. The executive team has held three strategy sessions in six months. Each ended with a slide deck and no binding commitments, and middle managers are getting contradictory direction.

What makes it hard

  • 12 senior leaders across 4 divisions, with real status and political dynamics
  • A CEO who tends to speak first and anchor the room
  • Two division heads with a known tension, and two people joining remotely

How the session is designed

  • Before: a diagnostic call with the CEO and HR lead, and three pre-work questions for every participant
  • Silent first: everyone writes their priorities alone before any discussion, which removes the anchoring effect
  • Trade-offs: for every top priority, the room answers ‘what stops or slows for this to happen?’
  • Commitment: nothing leaves the room without a named owner, a deadline and success criteria
  • Read-back: the full decision log is read aloud and each leader confirms their commitments on record

What the team leaves with

Decision LogEvery decision with options, trade-off, owner, deadline and success criteria
One-Page Priority MapTop priorities ranked and resourced, with what was de-scoped
Stopped Initiatives ListWork formally stopped, with the reason, ready to communicate
30-Day Review FrameworkCheck-in cadence, escalation rules and who calls time on drift

From 70 experts in a room to a business-wide working session

Please note: this example shows how the approach used in large assessment workshops would apply to a business. It is not a write-up of a specific client engagement.

The situation

A 60-person senior leadership group meets for a transformation kick-off. Large sessions like this usually produce energy and a long list of ideas - and very little that anyone owns a month later.

How we would run it

  • Structured small groups: mixed tables, each with a clear brief and a template for what a ‘usable’ proposal looks like - the same way exam scenarios are drafted to a standard
  • Built-in challenge: tables swap and stress-test each other’s proposals, as draft exam questions are reviewed before they are accepted
  • Agreeing the bar: the group agrees in advance how proposals will be judged, then scores them - the standard-setting principle
  • One shared understanding: the final priorities are briefed back so every leader can explain them the same way to their teams

What the group leaves with

A short, ranked list of initiatives that met an agreed standard, a named sponsor for each, and consistent messages to take back to the business.

Want to see how this would work for your team?

30 minutes to talk through your challenge and what a session would produce.

Book a 30-min Discovery Call