Friday, 03 February 2012 13:38

Facilitation Top 5

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As any instructor will tell you, one of the best things about teaching is learning from your students.  It happens in some way, big or small, every time you get in front of people who are expecting to hear how to do it “right.” 

Of course, there is no “right” a lot of the time.  In my classes, for example, I instruct and inform, but I also facilitate discussions about the options, and the students decide what’s going to work for them.

This brings me to the recent Facilitation Skills Workshop class I taught.  In this class, we learn about different facilitation techniques and then the students do the work; they actually facilitate each of the 12 sessions throughout the class.

Maybe you are like many of the students in this class who are terrified of speaking in front of groups. Their hands shake, they sweat, and some have a hard time breathing.  This fear is not unlike other fears and there is often a visceral response.

It is amazing to watch those folks who are terrified of facilitating get up in front of a group and, with some preparation, tools, and guidance, actually help the group accomplish a goal.  It is enormously validating- for them, the participants, and me.

The last session of the 12 sessions is one in which the facilitator brings the class to consensus on the top 5 characteristics of a good facilitator.  My last class came up with the following Top 5 Characteristics of a Good Facilitator:

1.     Neutrality
The facilitator cares that the group achieves their goal in the session, but they don’t care what the results look like specifically.   

2.   Preparedness
A facilitator needs to be prepared for their session. Facilitation might look easy, but it is hard work. Taking time to understand the group and issues, as well as practice the skills and techniques to be used make for a far more effective facilitator and one who will be much more likely to help the group achieve its goals.

3.   Energetic
A facilitator needs to be neutral, but that doesn’t mean they should be comatose.  Bringing some energy to the session helps keep people focused and engaged. 

4.   Clear idea of Purpose/Agenda
A good facilitator needs to start with a clear understanding of the goal of the session and the tools they might use to achieve that goal.  In short, be flexible, but have a plan. 

5.   Positive
An effective facilitator makes the participants want to achieve the session objective.  Even if it’s addressing a problem, a positive tone will encourage participants to own their part of the outcome.

It wasn’t necessarily the list I would have come up with, although those are certainly things we talk about in the class.  As I sat in the back of the room watching them come to this conclusion together as a group, facilitated by one of the students, it was an interesting and, in some way, teachable moment.  For me.

Don't forget to leave your comments below.


Andrea Brockmeier is the Client Solutions Director for Project Management at Watermark Learning.  Andrea is a PMP® as well as Certified ScrumMaster.  She has 20+ years of experience in project management practice and training. She writes and teaches courses in project management, including PMP® certification, as well as influencing skills. She has long been involved with the PMI® chapter in Minnesota where she was a member of the certification team for over eight years. She has a master’s degree in cultural anthropology and is particularly interested in the impact of social media and new technologies on organizations and projects.

 

 

Read 1223 times Last modified on Monday, 02 April 2012 15:52

Comments  

 
0 # Judy Schwartz 2012-02-07 05:50
Andrea, great article and a good reminder of learning moments. Thanks for sharing your classes best practices.
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0 # Helene MacLean 2012-02-07 06:29
Excellent points. I'd like to suggest a couple more. Facilitators should avoid energy and participation killers such as reading any projected material or handouts verbatim, or turning their backs to the participants to read from a screen. To maximize participation and retention of discussion, separating the material into blocks of time (20 minutes) and assigning a scribe are useful.
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0 # Chris Hardt 2012-02-07 19:59
One point I'll perhaps clarify is this one: "Taking time to understand the group and issues". There are two types of issues - the 'environment' ones that are associated with team dynamics, and the 'business' issue that some facilitated events are trying to tackle. It's very important that the facilitator be on top of the first type of issue so they can have awareness of developing counter-product ive events such as interpersonal conflicts or participants that are known in advance to be disengaged or have their own agenda. This is particularly true when the session is focused on something that's sensitive or challenging to the team. It's not so critical that the facilitator understand the depths of the business issues that the event might be targeted to address (i.e. be a subject matter expert in the area), however. This is often helpful when it's possible, but the event that's being facilitated could be targeted at getting alignment from the participants on what the business issues actually are, and it might be best - and more engaging - if the participants figure that out themselves rather than have a facilitator point them at it. Good article and good context. Of course there are a lot more points than the "top 5" but this is a pretty solid representative set.
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0 # Chris Hardt 2012-02-08 03:27
This is a test comment to see if there is a length filter on this website. I had posted a valid response earlier and it seems to have vanished into "moderator attention" mode.
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0 # Chris Hardt 2012-02-08 03:32
...and yes, there is. I guess the filters just don't like multiple paragraphs. Trying again, my post mentioned that this is a good article and commented on this statement: "Taking time to understand the group and issues... make for a far more effective facilitator ". There are two types of issues - those to do with 'process and environment' (examples: who might have an entrenched position; who will likely be argumentative; urgency of getting to end-result) and those that have to do with 'business' (e.g. best way to contact the customers; most efficient manufacturing technology for the project). The facilitator must pay attention to the first, and depending on the venue it's beneficial but not absolutely necessary to have knowledge of the second, as that's the territory of the subject matter experts. Sorry , carry on... :-)
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0 # Andrea Brockmeier 2012-02-08 07:19
Chris, Yes, I saw your entire comment earlier but it didn't post so I couldn't respond. You suggested that not only does the facilitator not need to be the subject matter expert on the "business" issues, such as technical problems that the group is trying to solve, but that it can even be more effective for the participants if they are facilitated to "figure that out themselves rather than have a facilitator point them at it." And I couldn't agree more! In fact, for me, creativity as a facilitator can come easier when I'm not distracted with "business" issues. I might ask questions that inspire the group to think in ways they might not otherwise, for example, because I genuinely don't know! This happens all the time in my classes. Of course, as you also indicate, facilitators do need to be keenly aware of and prepared for those "environmental" issues, such as team dynamics, that impact the success of a session. I like the distinction you make -- it's helpful for targeting facilitator efforts and prep. (Hope I captured your thoughts correctly.) Thanks for the comment!
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0 # Andrea Brockmeier 2012-02-08 07:26
Helene, LOL at the image of someone looking at the screen with their back turned to the participants. And, yes, I find myself chunking sessions more and more. Everyone benefits from variety and changes in pace -- including the faciltiator! Thanks so much for the comment.
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