ROM Facilitation Case Studies
US Military WWIV Strategy Development
Client Need: A group of military strategists, headed by prominent member so fthe US War College, were devising an approach to move beyond traditional orientation of past world wars- WWI (chemist), WWII (physicist), WWIII (information specialist) to a new strategy - Cognitive Dominance - based on control of political outcomes and intuitive vs. hierarchical decisionmaking in military operations.
ROM Contribution: Facilitated development of approaches to training warfighters and support personnel in intuitive decisionmaking, including addressing options for training both at service academies, in the field and for evaluation and coordination of effective warfighting. Managed session to maintain progress in an ill-defined objective and contentious group and keep passionate factions from dominating the conversation.
Response to Nuclear Terrorism
Client Need: The US Coast Guard, as part of the National Maritime Recovery Symposium, assembled public, private and institutional sector stakeholders to understand the impacts of, and determine how best to recover from, a terrorist improvised nuclear device set off in the port Long Beach. Participants incuded unions, commercial supply chain managers, homeland security administrators, and representatives from transportation, communication, medical, legal and other disciplines and industries.
ROM Contribution: As one of the three expert facilitatorsfor this multi-day exercise, facilitated the data collection, analysis and strategizing of a coordinated response. Session management required keeping all participants, man of whom were key national figures from their institutions, engaged and balanced in their contributions and takeaways for thier sectors.
CEO Strategy Session
Client Need: CEOs in the training and development industry sought to explore opportunities to improve the industry and their competitiveness without breaching confidentiality. Participants ranged from newer, small companies to the established leaders in the industry.
ROM Contribution: Facilitated discussion of issues facing individuals and explored how each company could develop competitive products and simultaneously advance the interests of the training industry. Maintained discussion at a level that permitted newer company CEOs to contribute to generation of ideas and maintain the interest in the discussion of the older, larger companies.
Client Need: A new board was convened for a new type of financial company and board members needed to get acquainted, develop working relationships and quickly construct a vision, mission and strategy for the startup. A key concern was that the strong personality of the CEO would discourage open discussion and suppress creativity in an innovative type of company.
ROM Contribution: Designed a two-day session to create personal relationships, build trust, and elicit preferences and possibilities from company executives without suppressing enthusiasm and creativity. Interviewed every board member prior to the session to establish a personal connection (since most board members did not know each other) and stimulate their creativity in advance of the session. Worked the board through processes to think broadly about possibilities without conforming to traditional ways of looking at vision, mission, values, etc. Session produced a board with solid personal relationships and a shared, enthusiastic vision and strategy for this new company.