Capability Development

Graphic Facilitation

Role: As Senior Leader of the Creative Community of Practice, I identified a capability with the power to define and sell solutions that was not in our wheelhouse, ahead of industry trends.

  • Identified gap in offerings around responsive visual explanatory graphics

  • Closed gap in creating solution: No trained Graphic Facilitators available

  • Closed gap to selling solution: educate Business Development to offering and how we communicate capability value

Methods: Stand-up the Graphic Facilitation capability.

  • Develop PoV / Value propositions

  • Business development toolkit: value proposition, methodologies, selling best practices, case studies, service level offerings, and leveled pricing

  • Series of four academy workshops

  • Sustainment plan: mentorship program, network of business development evangelists, Teams hub, and innovation allies

Results: Indisputable success. Within a month of completion of the four sessions, TiER1 was completing an average of two client Graphic Facilitations per week, two Academy participants were moved into the mentorship program, and one additional person moved to full Graphic Facilitator.

Awareness within the company went from zero to a high-demand differentiator capability.

Engagement for the development workshops was high, the cap of 15 attendees was reached within hours of release for each of the four sessions. Additional value was gained by selling our solutions; the curriculum to train graphic facilitators was designed to be repurposed as a client workshop offering, giving TiER1 an additional revenue stream.

Graphic Facilitation is the little knock that opens big doors. After years of trying to work with Astellas, a 30-minute call about Graphic Facilitation landed us our first deal there. Within weeks, we had a multi-year contract with our largest client to date.

The four workshops did more than train new Graphic Facilitators. They were also an engagement tool to create a growth-centered community within our widely dispersed (ten locations nationwide, all largely or fully-remote) Creative Team. Attendees excitedly praised the courses on Yammer, SharePoint, and to clients. 

Graphic Facilitations became standard for big pitches. Our sales team would invite a graphic facilitator to the initial sales meeting to develop a sub-category I called, “plan on a page.” These drawings would describe the work to be done at-a-glance, breaking through the clutter to describe our strategy.

  • "Ever see someone process a meeting live to create a visual artifact that everyone in the room can anchor to? I hadn’t prior to today. But I just watched Kate Citrin do just that with a healthcare coalition ... it BLEW PEOPLE AWAY"

    —Zac Ryland (Principal, TiER1)

  • “I find it very useful... it helps folks to remember what they thought and felt during those moments. And, if done well, it brings them back to us...Graphic facilitation can be a differentiator for us.”

    —Katie Frey (CEO, TiER1)

  • “Wow, that’s gorgeous! Thank you Kate for a lovely way to remember the exchanges.”

    —Geri Baumblatt (Difference Collaborative)

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Culture Change