Forum Facilitation
Facilitate all Forum types using the REF methodology
Inaugural Forum
- Guideline
- Initial Member Presentation Template: Download as a PPT | Open as GoogleSlides
- Inaugural Forum Presentation Template: Download as a PPT | Open as GoogleSlides
- Member Enrollment Guideline: International Members | US Members
Regular Forum
1. Expert Insight: Guidelines | Categories
2. Round Table: Guideline | Disclosure | Leadership Journey | Strategic Depth
3. Case: Guideline & Template | Case 2.0 Guideline & Template
4. Announcements: Template
2. Round Table: Guideline | Disclosure | Leadership Journey | Strategic Depth
3. Case: Guideline & Template | Case 2.0 Guideline & Template
4. Announcements: Template
Additional Resources
Forum Annual Planning
Member Satisfaction Surveys
1. Guideline
2. Surveys: All Survey Links | All QR Codes
2.1 Monthly Forum Survey: QR Code & Link | Results
2.2 Escape Survey: QR Code & Link | Results
2.3 Offsite/SFS Survey US/CA: QR Code & Link | Results
2.4 Forum Health Survey: QR Code & Link | Results | Gap Analysis Template
2.5 All Members Meeting Survey: QR Code & Link | Results
2.6 Annual Member Satisfaction Survey 2025: QR Code Link | Excel with the survey responses | Dashboard
2.7 Mid-Year Survey 2026: QR Code Link | Excel with the survey responses | Dashboard
2. Surveys: All Survey Links | All QR Codes
2.1 Monthly Forum Survey: QR Code & Link | Results
2.2 Escape Survey: QR Code & Link | Results
2.3 Offsite/SFS Survey US/CA: QR Code & Link | Results
2.4 Forum Health Survey: QR Code & Link | Results | Gap Analysis Template
2.5 All Members Meeting Survey: QR Code & Link | Results
2.6 Annual Member Satisfaction Survey 2025: QR Code Link | Excel with the survey responses | Dashboard
2.7 Mid-Year Survey 2026: QR Code Link | Excel with the survey responses | Dashboard
© 2026 REF Global · REF Academy Need help? Contact us
Alexa Kossuth | Senior Knowledge Manager | akossuth@ref.global
Alejandra Vilchez | Knowledge Coordinator | avilchez@ref.global
