Course ID: SFSA

Skills for Strategic Advisors: Facilitation

Being a successful advisor requires strong communication skills which includes the ability to facilitate meetings, discussions and thought leadership events. An advisor most be able to collect information and deliver it, often times to committees or leadership teams. Artful facilitation includes collaborating, gathering input, keeping a discussion productive, and presenting ideas clearly. The ability to facilitate effectively is a learned skill that will differentiate a professional.​

Learning Objectives

  • Preplan encounters with clients to elicit pertinent information and advise
  • Customize approach and techniques to use in various settings and with various personality types
  • Apply techniques to effectively lead an interactive discussion
  • Organize trainings or thought leadership events that are engaging

Major Topics

  • Preparation requirements for an interactive meeting or session
  • Adjusting to the environment you are facilitating in, be it in person or virtual
  • Connecting with various personality types
  • Techniques to get participation to ensure all relevant information is heard and gathered

Advanced Preparations


Who Should Attend

Managers to senior leadership, junior professionals preparing for their next role

Fields of Study

Personal Development




Business Learning Institute

CPE Credits




This course is available for your group as:


Let's Roll!

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Or, contact BLI: 888-481-3500 or
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