Develop and lead multi-session events

Pre-Requisite: Group Facilitation Methods 


Facilitators must be able to lead longer term interventions for their clients. This could include consultations, planning, conferences and change initiatives.


You will learn how to assess, design and manage these interventions by creating them collaboratively with a client team. In this course, you will learn the practical approaches and skills to tackle work from contracting to evaluation.


Professional Client Collaboration is for any facilitator or consultant who must engage their client in thinking through complex interventions.


This course will build confidence with skills and approaches for working with a client to manage multi-sessions events effectively.

Who is it for?

  • Facilitators and consultants who want to work with a client to develop complex or long term interventions
  • Managers, supervisors and staff who must enhance a group’s potential to create generate solutions to long term situations.
  • Leaders who must design participatory processes with groups.


This course demonstrates competencies that are needed by IAF as a Certified Professional Facilitator, and by ICA as a Certified ToP Facilitator.


Learn how to propose a full scale facilitated solution to a client need .

  • Create collaborative client relationships
  • Develop working partnerships
  • Manage multi-session events effectively
  • Evoke group creativity

Assess the organizational environment and client needs.

  • Determine client challenges and solutions.
  • Use innovation approaches that fit the abilities of the group.
  • Best practices for working together

Develop consensus on tasks, deliverables and roles

  • Model professional boundaries
  • Templates from contracting to evaluation
  • Professional Client Collaboration uses real case studies from master practitioners to prepare you for your facilitation profession.

Key Methods Taught

Learn important methods for all forms of planning:

  • Participatory client assessment – helping clients understand long range needs from a comprehensive screen .
  • Social Process tool – understand economic, political and cultural imbalances
  • Challenge Statement to Proposals – how to turn problems into solutions using innovation and creativity
  • Templates – client conversations, contracting, evaluation.

Each session includes:

  • Demonstration of participatory processes.
  • Exploration of how the process can be applied.
  • Examples from real experience that reveal practices that lead to success.
  • Variations for different situations.


Day One

  • Ethics, values and the power of facilitation
  • Conversations and rapport with clients
  • Assessments and participatory client assessment
  • Client challenges and proposals
  • Creative client solutions 

Day Two

  • Co-facilitation
  • The Technology of Participation
  • Managing events and milestone mapping
  • Contracting with a client
  • Participatory evaluation
  • Marketing approaches

When is this course given

To know when the next Facilitating Client Collaboration course will be given, please refer to our courses schedule.