Training & Facilitation

Tackle key decisions, build real-world skills, and cultivate a thriving company culture through custom, interactive training and facilitation.

Strategic Guidance for Clear, Inspired Action

Whether you're looking for guided facilitation, customized training, or professional development, I bring the key expertise and skills to help hold space, initiate breakthroughs, and create clarity for you and your team.

My role is to identify your greatest opportunities, illuminate your blind spots and roadblocks, and help you discover the best possible path forward — achieving your unique definition of success.

Qualified Expertise, Meaningful Results

Leveled-up training & facilitation that makes a big impact

You deserve a skilled, strategic, no-BS ally in your corner. My energized, effective approach draws from over 25 years of expertise with a wide range of clients including non-profit organizations, small and large businesses, and several luxury service and high-end brands.

I focus on mindset and experience just as much as business strategy. Training under a team of licensed therapists early in my career, I developed the skillset of facilitating a safe space for you and your team to show up authentically, just as you are.

  • 25 Years of Group Process & Facilitation Experience 

  • Certified Co-Active Business Coach

  • Signature Trainer of Prospera Business Network

  • Training clients including Continental Airlines, Charles Schwab, and Nextel Communications

  • 25 Years as a Business Professional & 13 Years Managing High-Performing Teams

  • 1,200+ hours of Curriculum Design, 1,400+ hours of Facilitation, and 5,300+ hours of Coaching

  • Trained by Team of Licensed Therapists in Advanced Group Process and Facilitation Skills

Ways You Can Experience Training & Facilitation With Karen

Facilitation

Professionally guided discussion and strategy sessions, focused on creating clarity and a roadmap to collective purpose

  • The best strategies — and biggest impacts — come from candid collaboration and courageous insight.

    Whether you’re clarifying your core values, planning for the future, or leveling up your team dynamics, skilled facilitation turns conversations into actionable next steps. As your facilitator, I lead your team through discussions, rich in constructive questions and deeper lines of thought. We’ll identify where you want to go and how to get there. I offer supportive direction and unbiased feedback, taking a methodical approach with the capacity to adjust on the fly.

    Our focus may cover:

    • Facilitated team building, group dynamics, accountability, and communication

    • Preparing for successful organizational transitions and scaling with team and stakeholder buy-in

    • Short and long term goal identification and action planning

    • Analyzing internal and external forces and motivators

    • Invigorated group purpose and space for future visioning

Online Training

Learn, practice, and expand your skill set through engaging online training modules that allow you to learn at your own pace.

  • Learn, practice, and expand your skill set through short video segments designed to challenge, inspire, and guide you toward a practical understanding of fundamental business and communication skills to level up your approach at work.

    Online trainings don’t need to be marathon-long video sessions to be effective. Every module you will find here is powerful and concise. All the content is shared through practical examples, talk tracks and tools you can begin applying immediately as you interact with peers, customers, contractors and more. You will gain new insights, communication approaches and heightened self-awareness that will help you and your team step into confident, effective leadership and professional skills at all levels of your organization.

    All online trainings can be easily augmented to include live, in-person or online facilitated sessions. You can add on custom lunch & learn segments, engaging team discussions, role plays or workshops that enhance learning and engage your employees.

Program Development & Implementation

Is your organization looking for a professional partner to co-create and deploy a proprietary training or employee performance program? 

  • If you are a small to mid-size organization looking to develop and launch your first performance review process (or to refresh the one you have), create a 360 review process that is custom to your company values and culture (complete with coaching to increase effectiveness) or design a training curriculum specific to the needs of your organization, we should talk.

    I would love to learn more about your goals and discuss how I can work as an extension of your team to build out programs and support your existing leaders and Human Resource team to rollout and execute strong and effective programs that will resonate with your employees.

Internal Company Workshops & Private Training

Address your organization’s greatest internal strengths and challenges in an environment designed to support your unique culture and team.

  • Investing in your people is vital. Cultivating a thriving workplace environment — where people work productively, collaborate effectively, and enjoy what they do — requires more than a top-down “company policy” approach or catchy mission statement. For genuine team success, your employees need practice in relational skills, a shared language for collaboration, and support as they apply what they’ve learned.

    Developing your workforce through custom, interactive training can improve employee satisfaction, organizational efficiencies, productivity, and company-wide success.

    My Approach: the Secret Sauce for Training that Excels

    Whether we’re developing a training experience for a company-wide initiative or a specific department, I fully customize best practices into interactive, curriculum based on your goals and your team’s needs.

Public Workshops

Expand your skills, refine your goals, and create your strategy with expert guidance  and community support.

  • Expand your skills, refine your goals, and create your strategy with expert guidance and community support.

    I offer both in-person and online workshops designed for professionals of all backgrounds. These workshops are open to everyone in the business community — from companies of one, to teams of all sizes — tackling topics such as business planning, leadership, customer service, and work culture.

    EXPLORE UPCOMING EVENTS

Popular Training & Facilitation Topics

What Training & Facilitation Clients are Saying

“Karen is the go-to facilitator in southwest Montana — she clearly loves what she does, and she loves to help connect business owners with their true potential.”

— Prospera Business Network

  • “She goes above and beyond. She functions like a true partner to us. In my role as director, I would not be able to do the work I do if I didn’t have someone like Karen that I trusted to lead these programs.”

    — Shayna Blaser, MTWBC Program Director

  • "I want our company to be better to work for in February than it was in January, and better in March than in February. Particularly in the wake of covid-19, with people asking themselves, 'is this where I want to be spending the best hours and days of the best years of my life?' I want to create a place where the answer is an empathic 'yes.' And working with Karen absolutely helps us achieve that.”

    — Dr. Russel Swan, Vance Thompson Vision

  • “It's been a few months out from the workshop and I'm seeing serious progress with things I needed to do in my business and best of all not overwhelmed because I took the time to listen to the guidance and use the tools to help break down everything. I feel confident in where I'm going and proud of how far I've come and the Roadmap workshop was a huge part in this.”

    — Serena Gossack, Gossack Creative

  • “The leadership sessions (we have dubbed “The Karen Lum Experience” or KLE) were so valuable. I continue to hear good reflections on the conversations and content”

    commonFont Workshop Participant

  • “Karen offered a safe space of connection, curiosity, and authenticity. I was able to gain awareness of old stories I believed, work to release them, and begin creating a new story for myself and my business. It was the perfect catalyst that helped me get out of fear and resistance and into belief and willingness to try new things.”

    — Link Up Accelerator Workshop Participant

  • “Thank you for an awesome few weeks! I came to the sessions feeling overwhelmed and lost. I now leave feeling inspired, excited and determined to make magic happen. It’s so incredible to be in a room with strong, resilient women; women that are juggling it all and being truly authentic.”

    Link Up Accelerator Participant

  • “This is excellent content. I really like how you have incorporated things we have said throughout our conversations and embedded them into this custom training. You also do a great job with the idea that we all can improve our leadership skills and to do that, we need to practice.”

    Angie Rutherford, Onboarding & Development Manager, commonFont

  • “Just a shout out to say thank you for doing what you do for women and business. Last night I left feeling upbeat that maybe I don’t have to have it all figured out right now… having validation and insight that we are all doing our best while juggling life is uplifting and keeps me moving forward. Thank you.”

    Link Up Accelerator Participant

  • Your class gave me the confidence I needed and the know-how to properly research and plan for the opening of my (business). Taking your course at Prospera was hugely informative and the tools and community support were just what I needed to go from "cool-idea" to "new-business".

    — Honoré Levenson, Owner of Hybrid Motion

Frequently Asked Questions

  • I guide teams and organizations through a wide range of topics, including:

    • Customer service training

    • Business etiquette, feedback, and communication skills

    • Leadership and people management

    • Annual planning

    • Self-management skills

    • Team dynamics

    • Business planning

    • Onboarding program development

    • Monthly staff In-Service

    • Process and procedure rollout

    • New program roll-out

    • Productivity and efficiency

    • Train-The-Trainer programs

    I also offer custom training design for your unique needs and initiatives, as well as proprietary training modules to support a thriving, productive, and skilled company culture.

  • The investment in training or facilitation depends on the specific scope of work. I lead workshops that range from 90 minutes to multiple days in length. The best way to determine the investment for your specific needs is to jump on a discovery call. Once I understand more about your aim and needs, I can recommend or customize the best services for you. And if my services aren't a match, I am also happy to recommend other trainers from my network. I do offer non-profit rates.

  • Chances are I've probably worked in your industry. Most importantly, I aim to work with companies, cultures, and communities that are deeply interested in personal or professional development.

  • My approach is highly collaborative and customized — designed to deliver what your people need, in the way it will resonate most. We will start with some discovery work to find out what challenges and opportunities your team may be experiencing, then I’ll help narrow down our topics of focus before customizing your training or facilitation session to make the greatest possible impact. Most importantly, my approach goes beyond a pre-planned presentation — it’s about collective engagement and exploration. Whatever comes up, I’ll help your team work through it strategically and successfully.

  • Yes! This is a key opportunity for you to identify your goals and create a plan to take action. Whether you’re planning for the next year or decade, or strategizing a new initiative, I offer structured yet flexible facilitation support to help. No matter how big, complicated, or daunting your goals or challenges might be, I can help you tackle a clear path forward with a practical, achievable plan. I also work with a network of qualified facilitators I can recommend if I am not available or not the best fit for your organization.

Upcoming Events

Featured
Monday Morning Huddle - In Person!
Dec 2
Monday Morning Huddle - In Person!

Support your people in new breakthroughs, actionable strategy, and clear vision

Training and facilitation is an investment in your team’s potential. Whether you’re seeking employee skill development, customized training, or facilitated support for your biggest challenges and opportunities, I can help.