Questioning Skills. CHECKLISTS FOR EFFECTIVE FACILITATION, DEMONSTRATION AND COACHING SKILLS. Have catering arranged so food and drinks are available during breaks, and have the right workshop equipment at hand. As you are doing the work to identify the right person to lead your next session, you can use a checklist to make sure your chosen meeting leader has the skills of a trained facilitator. Usually, activities and discussions end up taking more time than initially planned: the group might need more breaks; new agenda items may pop up; and so on. How to select the most suitable tools for your session. Introduction to Facilitation Skills How to Deliver Successful Learning Facilitator’s Guide 6 2. Crisp & comprehensive,I found this very, very useful as I embark on a training for academicians who now need to shift from lecture mode to facilitation mode. It is important that you are aware of the passing time during a meeting and that you let participants know when time is running short for an activity. Helping facilitate effective team meetings is a great skill to develop and can improve your facilitation practice more broadly too. Also, even in an interactive, well-facilitated training session, you will spend a significant proportion of time presenting concepts, as you need to provide certain theories and information to deliver the core content of your training. Good communication at all levels is absolutely integral for a facilitator and anyone involved in group facilitation. Group facilitation with large or complicated groups especially ask for good time management skills. Using the Effective PowerPoint Checklist will get you closer to your goal. Hi Robert, Your Awesome Preparation Checklist for Creative Facilitation As a creative facilitator, you will often have stupendous know-how and a huge volume and complexity of activities to plan and implement. Working from remote workplaces or from home is often touted as the future of work. Stories behind workshop plans, post-its and markers. 1) executive trainees (management trainees) 2) mid-career trainees 3) in-house training 4) open training programs? One of the most important things you can do as a facilitator is to create an atmosphere that encourages participation. Getting the room properly set up for a meeting is important. So, for a one-day group process, one would need at least 2 days of preparations, although more days may be needed to deal with complex requirements, such as a controversial topic with multiple stakeholders or a large group workshop where parallel work and a whole team of facilitators are required. Questioning Skills. Adults have life experiences and knowledge, including previous education, work-related experience, and family responsibilities. Staff Skill Building Library Basic Facilitation Skills (1 hour) Increase participant ability … So, what is it exactly, and what skills do you need to become a facilitator? Invaluable! 1. This provides a way for you to structure your feedback around actions that can improve the effectiveness of the training. Basic Facilitation Skills 1. Rapport Building. Being prepared means you will confidently be able to handle unforeseen situations and adjust the pre-planned process more easily as necessary. It is one of the hottest buzzwords of today, easily found in articles and in the news. You’re welcome, Anna, great to hear you’ve found it interesting! Facilitating Opening 4. If you’re looking to improve your facilitation or learn more about particular processes, we have you covered with a host of additional resources! Your email address will not be published. Facilitation skills is an essential skill for anyone who facilitates meetings, workshops, brainstorming sessions, focus groups, planning sessions or any other group events where facilitation is necessary. The process may vary depending on the situation, but most often, a facilitator has the following responsibilities when engaging in workshop or meeting facilitation: Earlier, we learned that the essence of facilitation is to make an action or process easy or easier. Facilitation skills checklist BEFORE the meeting: Step 1: Use the video. Make sure everyone can see everyone else, that way you’ve got some of the advantages of an in-person real-time meeting. Facilitation has evolved into a distinct discipline which is used at every level in organisations, to help people in meetings to reach a decision, resolve an issue or generate creative ideas. But what if a training session is done very interactively? Great thoughts about being aware of the social learning process – yet another important aspect of a facilitator’s skillset! Foster participation and get people to come up with ideas, thoughts and perspectives that add value. While PowerPoint should never be the focal point of a presentation, effective slide design is important for those presenters who choose to use PowerPoint in their sessions. A facilitator begins with a clear goal for the meeting accompanied by advanced presentation tools and skills that encourage participation. Adults have life experiences and knowledge, including previous education, work-related experience, and family responsibilities. Get all individuals in the room to feel like they are in a group with a shared interest. You’ve clearly articulated so many of the foundational pieces of preparing and facilitating a group. Thank you, Aluma – great to see you’ve found it useful! As a facilitator, you are helping the group think. Bravo. Find out more in this post on facilitating team meetings! Practise your active listening skills as a facilitator, and encourage all participants to do the same. Thank, you Sindhuja, great to hear that you’ve found the guide useful. Congratulations, you have a process! Meetings are great opportunities to innovate, solve problems and make decisions with the collective intelligence of a group. Try to make explicit when you are wearing your ‘facilitator hat’ and when you are using your ‘participant/content-expert hat’. There are several reasons why the presence of a facilitator can be important for a meeting: A facilitator is a person who essentially sets all the right coordinates for a meeting or workshop to take place and produce results. facilitation skills. “Facilitation Challenges and Interventions” video and Role-Play Cards Laptop, projector, screen, audio/microphone, flip chart easel, flip chart pad, markers and timer Sample Facilitation Training Agenda, Ground Rules Setting Guide, Typology of Conflicts, Dealing with Emotion, Facilitation Checklist, What are the different skills to be used? Keep in mind the desired outcomes so you can design a suitable process. Here are the skills you’ll need. At the end of the day, as a facilitator, you are helping a group achieve the common and agreed-upon objectives they want. If you want breakout sessions to run parallel tracks in your session, How different sub-groups will report back to the whole group. Equally important, it enables the “experts” to absorb an understanding of the context (both concrete and social) so they can offer better advice. Based on your self-observations, make necessary adjustments in You might have encountered a facilitator if you have participated in a design thinking-style workshop or a Design Sprint. h�b```e``����� #� Ā B,@9� G�����")�%},:::::��@������5�X,����|Gk to modify about the content, and what facilitation skills you want to work on. Some activities require more attention from participants, some require less, but no individual will maintain the same level of attention and energy during a full-day workshop. Over hundreds of hours of meeting facilitation, you will encounter a myriad of different situations in group dynamics: heated debates, opinionated participants, power dynamics between people, etc. A basic condition for an effective conversation is that people feel they are being heard and listened to. Hi Robert- this is so comprehensive and compact! Facilitation Skills Checklist. made by participants), or written records (i.e. This has been so useful to me. This is a very good article. I’m really glad that you’ve found the article useful! Facilitation skills for preparing a meeting, Facilitation skills for running a meeting. A facilitator should be able to connect with the group. 18 0 obj <> endobj When you know the outcomes you want to achieve, it is time to find the right process for that. You wouldn’t need to meet if everyone already agreed on the solution. Let’s get started! PNet urope policy dialogue preparation and facilitation checklist 4 2 2 Tacit knowledge refers to knowledge comprising expertise, opinions, tradition and belief that compliment explicit knowledge.It is particularly critical where the evidence is inconclusive, lacking or non-existent. Facilitation Skills Training Course. Facilitation Skills Checklist 1. However, there are a few ways you can accelerate your learning in the realm of facilitation: At the end of the day, facilitation is more of an art than a science. Think about the situations when participants seemed involved, bored, stimulated, confused, angry, or having fun. Make sure that people are not left behind or left out of the flow of the discussions. The second type of meeting requires different meeting facilitation skills. Workshop facilitation skills are needed to add essential process steps to the content of meetings and workshops. yourself”. Great article. While you designed the agenda for your session, you probably clearly envisioned how group members will act during the facilitation activities you planned. Happy to hear you’ve found it useful, Suren – wishing best with your next sessions! NOTE: Given the widely varying nature of meetings, some of the items on this checklist may be more or less relevant. Hi there. Your facilitation practice will benefit from nailing this stage and learning from it for future workshops and meetings. In addition, neither the staff nor the facilitator had any understanding of the importance of “social learning” so very little exchange occurred. Learn facilitation skills like promoting fairness, managing meetings and planning sessions, giving feedback and much more with our 1-day Facilitation Skills Training Course delivered in Brisbane Sydney Parramatta Melbourne Canberra Adelaide and Perth by training specialists. In other words, this is called creating a transparent process. Simply using a great checklist can massively up-level your ability to consistently deliver for yourself and your clients and delegates – smoothly, reliably and efficiently every time. I love your site. endstream endobj 19 0 obj <> endobj 20 0 obj <>/ExtGState<>/Font<>/ProcSet[/PDF/Text/ImageC]/XObject<>>>/Rotate 0/Tabs/W/Thumb 8 0 R/TrimBox[0.0 0.0 612.0 792.0]/Type/Page>> endobj 21 0 obj <>stream Contents 1. Thank you. The Design Gym is a consultancy that empowers teams to problem solve more creatively. Developing a structure that allows for everyone's ideas to be heard. It captured all of my questions for transitioning from trainer to facilitator! Speaking of simple verbal tools, there are a number of basic techniques that a facilitator should be able to use confidently at meetings in order to facilitate discussions, engage participants and to make sure everyone is involved: The ability to handle and diffuse tension is a skill that sets expert facilitators apart from the others. Traditionally, the focus of training is on learning. Great, fun and compact way of capturing essential skills required for effective facilitation Well said! Facilitation Skills for Trainers Adapted from the Facilitation Skills for Trainers 3-day course Complete the brief survey at the end of the session and: • Receive a free copy of the “Are Great Trainers, Great Facilitators?” article written by Michael Wilkinson, CEO of Leadership Strategies and Certified Master Facilitator. Facilitation Skills Checklist. Supporting everyone's ideas and not criticizing anyone for what they've said. Introduction Know the basic 4. “Staying neutral on content while being an expert on process.”. Now that you are in the room with the group, you also need to clearly explain what you are asking from them. No one is born an expert facilitator. Call 1300 121 400. The soft skills of facilitating a group are one of the most important skills that need to be mastered for the successful achievement of tangible results. Required fields are marked *. You’re more than welcome, Hawa – great to see you’ve found some useful nuggets of insight here! You will need practice to master the skills of picking up on the atmosphere, measuring the emotional temperature, and helping the group achieve its potential. So, if there are any change in the desired outcomes, they should be agreed upon by the group. Let’s review which skills are required for a facilitator to perform effectively in each step of the process: The general rule of thumb says that preparing a group process / group facilitation usually takes twice as much as the actual net meeting time where the facilitation takes place. Therefore the primary job of a facilitator is to help the group achieve its goals by guiding them through an efficient and productive process. This tool was developed as a companion to The Art of Facilitation by Robert Gass. A good facilitator can keep meetings focused on the subject of discussion or on dealing with the problem Think about a time when you have had a team or departmental session and really accomplished the objectives. Specific skills are listed for the following: Keeping on Track with Desired Outcomes; Goals and Roles; Communication; Conflict Management; Decision Making/Problem Solving People Skills 360® FEEDBACK FACILITATION CHECKLIST DURING THE FEEDBACK SESSION Getting started o Introductions and your background o Answer any questions on the 360° process o Review confidentiality, who gets a copy of the report, expected follow up, etc. Being an effective facilitator in today’s climate means being comfortable with online facilitation and helping groups be effective while being distributed. arranging post-it notes, sketches, etc. This 38-page collection contains 25 checklists on practically every aspect of group facilitation and training including meeting preparation, communication, participation, intervention, teamwork, workshop preparation, and more. Often, there are underlying conflicts behind disagreements taking place in a conversation. Often times you will elect to use specific facilitation techniques to keep your session interactive and keep participation high. You’re welcome, Franklin! ��M;S����µ�F[�6,��ί�s)ۑۉݙ.��H�^�����`N3�3LZ˜e���1=s�Y���N("� �y�K�`p�X��yͤ4�yc. Through design thinking training and facilitation, we help organizations develop the muscle memory needed to build that culture of creativity. This definition allows for quite a wide application: you can facilitate a meeting to help your group achieve goals, but you can also facilitate a training session to help a group learn new skills. Preparations • Photocopy Handout: Participatory Facilitation vs. Remember, the group has a goal, and individual differences will need to be handled to achieve that. They will have a number of people attending the workshop – meetings and workshop can be particularly expensive if you consider the time value of the people present – and they want to be assured that the group will be in good hands. Now let’s see what specific skills you will need for the process design: Any meeting or workshop needs to have a clearly defined goal, and as a facilitator, you need to be clear about the objectives. What criteria you should consider when selecting facilitation tools. Leads with Organization and Efficiency Sometimes meetings can stay on task but become too bogged down in minor details, which may turn an hour meeting into a marathon of a day. Attending skills are used to ensure a good connection between a listener and a speaker. Thank you so much for providing essential insights on Facilitate Skills. Remember, if something takes more time than planned, it usually comes at the expense of some other item on the agenda. Learning from it for our facilitation class this Spring at the expense some... Second type of meeting requires different meeting facilitation skills – do not or. And on the job as a trainer is to practice, practice clients throughout the event leading through! 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