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BACKGROUND INFORMATION
1. THE MEETING PROCESS
DECIDE BEFORE MEETING HOW
INFORMATION WILL BE ORGANIZED
FLIP CHARTS OR OTHER
MEDIA
FACILITATORS
MOST VALUABLE TOOLS
SERVES AS PHYSICAL
FOCUS FOR GROUP
PLACE TO DIRECT
EVERYONES ATTENTION
POST THE OBJECTIVES FOR ALL TO
SEE AND REFER TO
USE A MEETING AGENDA
START WITH AN ACTIVITY THAT
INCLUDES EVERYONE
EXAMPLES: INTRODUCTIONS -
NAME; CURRENT POSITION; PRIOR CAREER OR POSITION; EXPECTATIONS; REASONS FOR CHOOSING THIS SESSION
ASCERTAIN EXPECTATIONS OF THE
GROUP
SET GENERAL RULES OR NORMS FOR
BRAINSTORMING/DISCUSSION
2. HOW TO LEAD EFFECTIVE
ROUNDTABLES
UTILIZE
FACILITATOR/RECORDER/OBSERVER
INVOLVE OTHERS
BUILD CONSENSUS
GET COMMITMENT FROM GROUP
3. ESSENTIALS OF ROUNDTABLE
TEAMWORK
KEY NEEDS OF TEAMS (graphic
How to Lead Work Teams pg 39)
GROUP NEEDS COMMON GOALS
LEADERSHIP
INTERACTION AND INVOLVEMENT OF
ALL MEMBERS
MAINTENANCE OF INDIVIDUAL
ESTEEM
OPEN COMMUNICATION
GROUP SHOULD HAVE
AMPLE TIME TO COMMUNICATE, SHARE INFORMATION, DISCUSS
ISSUES, MAKE SUGGESTIONS, BRING UP NEW IDEAS
ATTENTION TO BOTH PROCESS AND
CONTENT
MUTUAL TRUST
RESPECT FOR DIFFERENCES
CONSTRUCTIVE CONFLICT
RESOLUTION
RESENTMENTS AND LACK OF
MOTIVATION
FACILITATION
NOT DELEGATING OR CONTROLLING
OTHERS
ACT OF LEADING OTHERS TO
PARTICIPATE
1. HOW TO LEAD
LEAD WITH A
CLEAR PURPOSE
EMPOWER TO
PARTICIPATE
AIM FOR
CONSENSUS
DIRECT THE
PROCESS
2. ROLE OF THE FACILITATOR
SERVES AS A GUIDE OR CATALYST
TO HELP THE GROUP
PROVIDES STRUCTURE FOR GROUP
TO FOCUS ITS ENERGY AND CREATIVITY ON A PARTICULAR TASK
THERE IS NO RIGHT WAY TO
FACILITATE
DEPENDS ON FACILITATORS
PERSONALITY, THE SITUATION, THE NATURE OF INDIVIDUALS IN THE
GROUP AND THE DYNAMICS OF THE GROUP
1. FACILITATOR SKILLS
DESIGNING AND PLANNING MEETING
FOCUSING THE MEETING
ENCOURAGING PARTICIPATION
RECORDING PEOPLES IDEAS
MANAGING THE GROUP PROCESS
ORGANIZING, CONNECTING AND
SUMMARIZING DATA
BRINGING THE GROUP TO
CONSENSUS AND CLOSURE
4. ATTRIBUTES OF THE FACILITATOR
SKILLED AT HELPING GROUPS
SOLVE PROBLEMS
KNOWING HOW TO DEVELOP,
MAINTAIN AND MOTIVATE
MODEL WHAT IS EXPECTED
LISTEN ACTIVELY (WELL)
ASKS QUESTIONS AND LISTENS TO
WHOLE ANSWER
RESERVES JUDGEMENT AND KEEPS
AN OPEN MIND
ACTIVELY SEEKS OTHER IDEAS AND
OPINIONS
ENCOURAGE OTHERS TO
PARTICIPATE IN DECISIONS
ENCOURAGES DIFFERENT
VIEWPOINTS
PITCH IN AND DO SOME OF WHAT
GROUP MEMBERS DO
UNDERSTAND HOW TO COACH,
MOTIVATE AND INSPIRE
UTILIZES OTHERS TO SOLVE
PROBLEMS, WITHOUT SOLVING PROBLEMS FOR THEM
KNOW HOW TO GET PEOPLE TO
FOCUS
WORK TO GET RESOURCES FOR THE
GROUP
GOOD COMMUNICATOR
CAN SORT THROUGH INFORMATION
AND DRAW CONCLUSIONS
HELPS GROUP REACH CONSENSUS
UNDERSTANDS THAT DIVERSITY CAN
AFFECT TEAMWORK IN POSITIVE WAYS
UNDERSTANDS THAT DIFFERENT
PEOPLE ARE MOTIVATED BY DIFFERENT THINGS AND IS WILLING TO
WORK HARD TO ADDRESS THESE INDIVIDUAL NEEDS
SHARES POWER AND AUTHORITY
WITH OTHERS
ENCOURAGES GROUP MEMBERS TO
TAKE RESPONSIBILITY FOR ISSUES, PROBLEMS AND ACTIONS
FIRM ABOUT GOALS OF GROUP AND
FLEXIBLE ABOUT THE PROCESS USED TO REACH GOALS
UNDERSTANDS AND ACKNOWLEDGES
THAT PEOPLES INDIVIDUAL NEEDS (SOCIAL, PERSONAL,
PROFESSIONAL, LIFESTYLE, ETC) AFFECT TEAMWORK AND WORKS WITH,
NOT AGAINST, THESE NEEDS
CONTROLLING VS FACILITATING
(graphic How to Lead Work Teams pg 21)
ROLE OF THE RECORDER
ORGANIZES INFORMATION AND DATA
SO OTHERS CAN UNDERSTAND AND ACT ON IT
ENSURE THAT ALL TOOLS IN PLACE
ACCURATELY CAPTURE
PEOPLES IDEAS
MUST LISTEN VERY CAREFULLY
MUST REMAIN NEUTRAL
CAPTURE IDEAS IN BRIEF PHRASES
MAY HAVE TO ASK PARTICIPANT TO
REPEAT IDEA IN A FEW WORDS
MAY NEED TO ORGANIZE IDEAS
USE GRAPHICS/COLORS TO
EMPHASIZE
WRITE IN LARGE SCRIPT
POST COMPLETED FLIP CHARTS
FACILITATOR MUST HELP TO MAKE
SURE THAT ALL INPUTS ARE BEING ACCURATELY REPRESENTED
ROLE OF THE OBSERVER
ASSISTS THE FACILITATOR IN
KEEPING THE GROUP FOCUSSED
OBSERVES THE INTERACTION OF
THE GROUP
MONITORS THE GROUPS
DISCUSSION TO ENSURE THAT ALL UNDERSTAND ISSUES BEING
DISCUSSED
ASSISTS RECORDER IN CAPTURING
TOPICS OF DISCUSSION
ASSISTS RECORDER IN ACCURATELY
RECORDING PEOPLES IDEAS
A SECOND SET OF EYES AND EARS
FOR THE BENEFIT OF THE FACILITATOR, RECORDER AND THE GROUP
PROBLEMS FALL INTO FOUR
CATEGORIES
ARISE FROM UNSKILLED, INEFFECTIVE
MEETING LEADERSHIP
NO CLEAR MEETING OBJECTIVE
OR PURPOSE
INEFFECTIVE MEETING
PROCESSES
NO CLOSURE OR FOLLOW-UP
DISORGANIZATION IN PLANNING/RUNNING THE MEETING
1. PROBLEMS THAT ARE ASSOCIATED
WITH MEETINGS
GETTING OFF THE SUBJECT
NO GOALS OR AGENDA
TOO LENGTHY
POOR OR INADEQUATE PREPARATION
INCONCLUSIVE
DISORGANIZED
INEFFECTIVE LEADERSHIP/LACK OF
CONTROL
IRRELEVANCE OF INFORMATION
DISCUSSED
TIME WASTED DURING MEETINGS
STARTING LATE
NOT EFFECTIVE FOR MAKING
DECISIONS
INTERRUPTIONS FROM WITHIN AND
WITHOUT
INDIVIDUALS
DOMINATE/AGGRANDIZE DISCUSSION
RAMBLING, REDUNDANT OR
DIGRESSIVE DISCUSSION
NO PUBLISHED RESULTS OR
FOLLOW-UP ACTIONS
2. TOOL BAG OF TECHNIQUES
MAINTAIN A CLIMATE CONDUCIVE
TO PARTICIPATING, LISTENING, UNDERSTANDING, LEARNING AND
CREATING
LISTEN ACTIVELY
HELP THE GROUP ESTABLISH AND
ACCOMPLISH ITS OWN OBJECTIVES
PROVIDE STRUCTURE AND GUIDANCE
TO INCREASE THE LIKELIHOOD THAT OBJECTIVES ILL BE
ACCOMPLISHED
KEEP THE GROUP FOCUSED ON ITS
OBJECTIVES
ENCOURAGE DIALOGUE AND
INTERACTION AMONG PARTICIPANTS
SUGGEST AND DIRECT PROCESSES
THAT EMPOWER AND MOBILIZE THE GROUP TO GET ITS WORK DONE
ENCOURAGE HE GROUP TO EVALUATE
ITS OWN PROGRESS OR DEVELOPMENT
CAPITALIZE ON DIFFERENCES
AMONG GROUP MEMBERS FOR THE COMMON GOOD OF THE GROUP
REMAIN NEUTRAL ON CONTENT AND
BE ACTIVE IN SUGGESTING AND DIRECTING THE PROCESS
PROTECT GROUP MEMBERS AND
THEIR IDEAS FROM BEING ATTACKED OR IGNORED
USE FACILITATION SKILLS TO TAP
THE GROUPS RESERVOIR OF KNOWLEDGE, EXPERIENCE AND
CREATIVITY
SORT, ORGANIZE AND SUMMARIZE
GROUP INPUTS
HELP THE GROUP MOVE TO
HEALTHY CONSENSUS, DEFINE AND COMMIT TO THE NEXT STEPS AND
REACH TIMELY CLOSURE
3. HANDLING DIFFICULT INDIVIDUALS
DEAL WITH PROBLEM BEFORE IT
GETS OUT OF HAND
DO NOT EMBARRASS PEOPLE
PROTECT EVERYONES SELF
ESTEEM
TAKE CONTROL IN A FIRM,
POSITIVE, CONSTRUCTIVE WAY
PROBLEMS:
OVERLY TALKATIVE
RAMBLES
INARTICULATE
WILL NOT TALK
OBSTINATE
LATECOMER
EARLY LEAVER
4. ENCOURAGING PARTICIPATION
(examples pgs 102-109)
VERBAL TECHNIQUES:
ASK OPEN-ENDED
QUESTIONS
PHRASE REQUESTS TO
ENCOURAGE MORE RESPONSES
ACKNOWLEDGE AND
POSITIVELY RESPOND TO CONTRIBUTIONS MADE BY
PARTICIPANTS
ASK FOR MORE SPECIFICS
OR EXAMPLES
REDIRECT QUESTIONS OR
COMMENTS TO OTHER MEMBERS OF THE GROUP
ENCOURAGE NON-VOCAL
PARTICIPANTS TO PARTICIPATE
ASK FOR AND ENCOURAGE
DIFFERENT POINTS OF VIEW
PARAPHRASE FOR CLARITY
AND UNDERSTANDING
AVOID STATING YOUR
OPINION OR INTERJECTING YOUR OWN IDEAS WHILE
FACILITATING
REFER TO CONTRIBUTIONS
PEOPLE HAVE MADE
NON-VERBAL TECHNIQUES:
5. BRAINSTORMING
GENERATE AS MANY IDEAS AS
POSSIBLE
FIVE STEP PROCESS
IDENTIFY PROBLEM,
ISSUE OR QUESTION TO FOCUS ON
HAVE EACH PERSON
PRIVATELY GENERATE AS MANY IDEAS AS POSSIBLE (NO
MATTER HOW FAR-FETCHED OR OUTRAGEOUS)
RECORD AND POST ALL
IDEAS WITHOUT DISCUSSING OR EVALUATING
ENCOURAGE PEOPLE TO
BUILD ON ONE ANOTHERS IDEAS
CLARIFY IDEAS BUT DO
NOT EVALUATE
CLUSTER OR GROUP THE IDEAS BY
CONSENSUS OR VOTING
EVALUATING IDEAS
REACH CONSENSUS (PRIORITY OR
DECISION)
ONCE YOU HAVE ASKED
SOMEONES OPINION
BEWARE OF "HIDDEN
AGENDAS"
PEOPLE MAY PURSUE
INTERPERSONAL OR POLITICAL ISSUES OR VIE FOR VISIBILITY
FACILITATION SHOULD BE
SELF-EVIDENT AND TRANSPARENT
FACILITATORS SHOULD KEEP
THEIR TEAM CONSCIOUS OF WHAT THEY ARE DOING AND OF WHAT THEY
ARE NOT DOING
PURPOSE OF FACILITATION IS TO
MAKE THINGS EASY
STRUCTURE MUST NOT BE CONFUSED
WITH FORMALITY
TEAMS ARE LEAST LIKELY TO BE
SUCCESSFUL IF THEY BURDEN THEMSELVES WITH PROTOCOLS AND
STRICT "RULES OF ORDER"
5. GENERAL PROBLEM SOLVING PROCESS
DEFINE THE PROCESS
DEVELOP A STRATEGY FOR
ANALYZING THE PROBLEM
COLLECT AND ANALYZE THE
INFORMATION
GENERATE POSSIBLE SOLUTIONS
EVALUATE SOLUTIONS AND SELECT
ONE
6. BASIS OF GOOD COMMUNICATION
DURING A MEETING
IT MUST BE APPROPRIATE
IT MUST BE CONCRETE
IT MUST BE RESPECTFUL
IT MUST BE TEAM-CENTERED
7. SUMMARIZING
A GOOD FACILITATING TECHNIQUE
IS TO STOP DEVELOPMENT OF INFORMATION PERIODICALLY AND
SUMMARIZE
THIS INTERVENTION HELPS GROUP
STAY ON COURSE AND FOCUSSED
REFERENCES
TEAM MANAGED FACILITATION
CRITICAL SKILLS FOR DEVELOPING SELF-SUFFICIENT TEAMS;
BY DENNIS C. KINLAW; Pfeiffer & Company, San Diego,
California; 1993
HOW TO LEAD WORK TEAMS
FACILITATION SKILLS; BY FRAN REES; Pfeiffer & Company,
San Diego, California; 1993
SUGGESTED GROUND RULES FOR EFFECTIVE GROUP
WORK
SPEAK CANDIDLY (AND
COURTEOUSLY) AS YOU EXPECT OTHERS TO DO
SPEAK LESS THAN ONE TO TWO
MINUTES
AVOID INTERRUPTIONS AND SIDE
CONVERSATIONS
LISTEN CAREFULLY ENOUGH TO BE
ABLE TO PARAPHRASE WHAT WAS SAID
ACCEPT THAT
"INFORMATION" COMES IN MANY USEFUL FORMS, INCLUDING
FACTS, PERCEPTIONS, FEELINGS, HUNCHES, OPINIONS, IDEAS,
MISTAKES, AND SILENCE
EXPECT DISAGREEMENT,
DONT PERSONALIZE IT, SEEK TO LEARN FROM IT
SEEK THE COLLECTIVE WISDOM OF
THE GROUP; THE MORE WE HEAR, HE MORE WE KNOW
FEEDBACK (INFORMATION ON HOW
WERE DOING) IS OFTEN USEFUL, EVEN IT ITS
DISTRESSING
BE PATIENT WITH THE PROCESS;
IF WE DO IT RIGHT THE FIRST TIME, WE WONT HAVE TO DO IT
OVER
AIM FOR BALANCED
PARTICIPATION, NOT MONOPOLIZING OR WITHDRAWING
FIDIC; reproduced with permission
for the FIDIC 2000 Annual Conference, Hawaii
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