I was asked recently to document what’s I use for my toolkit when I’m at a client engagement. I’ve experimented with many different options and materials over the last year and so I’ll share with you what I’m currently using. Before I show you the list, I want to share my philosophy that your toolkit needs to be simple, yet flexible. You never know what might happen during the course of a meeting you are facilitating, therefore you need to be prepared for anything.

Make time to go to lunch with the people you are serving. I’ve learned far more about the organization, the people I’m working with, and the challenges that lie ahead by going to lunch with someone almost every single day I’m on site. I believe that lunch is one of the least respected and valued times in American culture. It is a critical time of day to step back and release from the focus of our daily work.