Skip to main content
Rate us:
Posted on June 7, 2017
Updated on September 3, 2020

Facilitation of Change and Innovation

Facilitative Questions for Change and Innovation Decision-Making

These Facilitative Questions have been designed by Sharon Drew Morgen specifically to help you begin the process of change and innovation decision-making.

This modern Facilitative approach is central to Sharon Drew Morgen's concepts, which can be applied to all sorts of personal and organisational innovation and change situations.

Specifically, this process sits within the Morgen Buying Facilitation Method® whose method employs Facilitative Questions that can be used to support decision-making for change and innovation.

Ask yourself and answer these questions to determine if you are ready to make a change, or ready to become an innovator. Often as innovators we are not always aware of when it's time to change, what to change, if to change, or how to change. Here are some Facilitative Questions that will help you determine how to make sense of any issues around change that you have been pondering.

Print and use this free template to start your innovation and change decision-making process, or to help others with these challenges.

Innovation and Change - Decision-Making Facilitation Template

Change and Innovation Template (increase box sizes as appropriate)
1.1 Take a look around your environment (home, family, business, personal). What issues do you see ongoing that you have not managed yet?  
1.2 What has stopped you from managing them until now?  
2.1 What would you need to see/hear/feel to recognise when it was time to do something different?  
3.1 What criteria do you use to decide what aspects of the situation need to be changed?  
3.2 Which aspects should stay the same?  
3.3 What is the difference between the two?  
3.4 And how will you know if you've chosen the appropriate elements for each?  
4.1 How will you decide who would need to be brought into the 'change' conversation to ensure you have buy-in from interested parties?  
4.2 How do you plan on bringing them into the decisions you need to make?  
4.3 How will you know that they are indeed supportive of your change issues?  
4.4 How will you know if they are not supportive?  
4.5 How will you manage the situation if they believe they will be harmed by the change?  

5.1 How will you and your decision partners determine all of the aspects that need to be managed?

5.2 What elements of the situation need to be shifted first?  
5.3 What elements of the situation need to be shifted second?  
5.4 How will you handle differences of opinion?  
6.1 How will you monitor your process?   
6.2 How will you know if/when you are going off course and need additional support (possibly from the outside)?  
6.3 How will you and your decision partners help you in your monitoring?  
7.1 What will success look like?  
7.2 How can you be sure that the problem will remain solved over time?  
8.1 What does follow up and follow through look like? 

© Sharon Drew Morgen, template/design Alan Chapman 2004-2013

If you attempt change of any sort before addressing these issues you might find that you are building on sand. When you complete this template by answering these questions you will have a better platform for change and innovation. How exactly you proceed from here depends on the situation.

This is an example of how Facilitative Questioning helps to approach change in a pivotal way.

The concepts and principles are transferable to a wide variety of situations, especially the realisation of large scale organisational change and strategy.

See also the excellent Reflective Diary template tool produced in collaboration with Sharon Drew, available in MSWord and PDF versions:

Reflective Diary Template - Sharon Drew Morgen edition (MSWord)

Reflective Diary Template - Sharon Drew Morgen edition (PDF)

If you want help with organisational change using Sharon Drew Morgen's innovation facilitation concepts visit Sharon Drew Morgen's website

If you are interested in using these concepts within your own systems, tools, products, services or training and development, contact Sharon Drew Morgen via her website.

This is Sharon Drew Morgen's latest book.

It's written for sales people, but its core teachings are very relevant to decision-making - for yourself, and especially for helping others.

As such it's a wonderful resource for trainers, coaches, counsellors, managers, etc.

Dirty Little Secrets: Why Buyers Can't Buy and Sellers Can't Sell and What You Can Do About it - Sharon Drew Morgen

Sharon Drew Morgen is regarded by many (including me) as the greatest thinker and writer on selling in the modern age.

Published 15 Oct 2009, Dirty Little Secrets should become a sales classic and a must read for anyone in selling and for anyone helping others to make decisions.

Building on Morgen's previous books Buying Facilitation® and Selling with Integrity, Dirty Little Secrets reveals the hidden systems and processes behind decision-making, and will teach you how to help buyers buy and how to help others make effective decisions of all kinds.

Written beautifully and supported by clear examples, this is not a traditional sales book - it's a buying-decision book, which exposes why the old broken selling methods don't work, and provides a uniquely effective guide to modern ethical selling and decision-facilitation.


Available from 15 Oct 2009. 

Pre-order from 

Sample chapters, reviews, background, etc - see

Buying Facilitation® is a trademark of Sharon Drew Morgen. 

Related Materials


© Questions and introduction Sharon Drew Morgen 2004-08, template design, edit and contextual material Alan Chapman 2004-2013