Basic Facilitation

Facilitation BasicsCADCA Mid-Year Institute

July 28-31, 2008Palm Springs, CA

LaDonna Coy, MHR, CPS, CDLA, Learning for Change, Inc.

• What is facilitation? A facilitator?

• Forward: Preparation & Planning

• The Meeting/Event

• Afterward: Follow up

• Tips, Guidelines, Techniques

Set Container

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Your Expectations

Your Intentions

Setting Norms

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What actions or behaviors will help us be successful?

• Define our topic• List the steps to prepare• Use the steps to design and practice a

facilitating• Practice designing focus questions to

support outcomes • Review guidelines for working with

conflict• Identify key facilitation support resources

and peers

Rational Aim

Experiential Aim• For each participant to feel safe valued and supported as we explore our experiences and discover our strengths

• Have a positive and engaging learning experience

• Discover meaning by stretching without breaking, bouncing back to a new learning place

Walkabout Poll

• How often do you facilitate or lead meetings?

• What kinds of meetings? (coalition, board, town hall, other?)

• How confident do you feel in this role?

Why do we meet?

Facilitation is ...

A facilitator is:... someone who uses knowledge of group processes to develop

and provide the needed structure for meeting

interactions to be effective.

A Facilitator ...

• is not an expert on the issue (but could be)

• expertise is in process

• is trained/attentive to communications, resistance, group dynamics, decision-making, meeting/workshop design and dealing with crisis.

Table Talk

•Think about your best facilitation experience?

•What made it the best?

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The Harvest

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Break




2

I. Prep & Plan

• Why are we meeting?

• What’s the situation?

• Who’s coming?

• What will we do?

• Details, details, details

Why are we meeting?

Rational/ExperientialRational AimWhat people need to

know, decide, accomplish or discuss during the

meeting

Experiential AimWhat needs to happen

among the group, what kind of experience you want

them to have

What’s the Situation?

What kind of meeting?

Small Meetings Large Meetings

Talk It Over

PLANCPurpose: clear intentions in advance

Limit: agreed upon beginning AND ending time

Agenda: specific items to be discussed, timed

Next: meeting, steps, agenda

Critique: how could the meeting be improved?

Meetings & Events Planning

Situation Analysis Worksheet

Who’s Coming?

What makes a Powerful Question?How we say it?

How big is it?

Reveal assumptions?

Powerful Questions

WhoWhenWhy

WhatWhereHow

Which

1. Draw the pyramid.2. Put these words in order of more powerful to less powerful

More to less Powerful

A Few Qs about Qs

• Is the question relevant to the real life and real work of the people exploring it?

• Is this a genuine question? One for which we do not know the answer?

• Is this question likely to invite fresh thinking or feeling?

BA

What will we “do”?

C

Designing ProcessAction

Planning

Icebreaker

Energizer

Activity

Role Play

Game

ReflectionConversation

TableTalk

Dialogue

Consensus

Brainstorm

•Form your rational/experiential aims (objectives)

•Gather information/input

•Identify results/products

•Select the method or approach you believe will work best

•Select/create templates, flip charts, visuals, handouts

Activity Planning

Logistics/Details

What do you notice?

Refreshments?

•What kind of refreshements work best for meeting participants?

Communications


Planning

Icebreaker

Energizer

Activity

Role Play

Game


TableTalk

Dialogue

Consensus

Brainstorm

Meeting Prep Checklist

Lunch




3

Delivery

Ground Rules

Ground Rules1. Show up - body, mind, emotions, spirit

2. Pay attention - to what has heart/meaning for you3. Tell the truth - w/o blame or judgement4. Stay open to outcomes - thru the end.

What could get in the way

1. outside stress that keep us from our tasks

2. distractions, disinterest

3. blame or judgement

4. being closed minded

Examples

Name

Weather

Hypes

Gripes

Icebreakers

TableTalk

Boredom

Listening

Ways to Talk

DialogueDecision making

ConsensusFocused conversation

Dialogue Method

Rational Objective:

Topic:____________________________________Experiential Objective:

Introduction

Objective: Getting the Facts

Reflective: Emotions, Feelings, Associations, Imagination, Intuition

Interpretive: Values, meaning, purpose, learnings, insights

Depth: Deeper sharing within the group, future resolves

Reflect/Closing

ORID

Dialogue vs DiscussionDialogueTo inquire, learnTo unfold shared meaningTo integrate multiple perspectives To uncover and examine assumptions

DiscussionTo tell, sell, persuadeTo gain agreement on one meaningTo evaluate and select the bestTo justify/defend assumptions

Decision-Making

The Facilitative

Leader

Like a Jazz Ensemble ...

•Tools

•People

•Methods/processes

•Product

Break




4

What about conflict?

Consensus or RRO

Power

• Trust

• Respect

• Unity of purpose

• Nonviolence

• Self-empowerment

• Cooperation

• Conflict Resolution

• Commitment to Group

• Active Participation

• Equal access to power

• Patience

Consensus Requires


Planning

Icebreaker

Energizer

Activity

Role Play

Game


TableTalk

Dialogue

Consensus

Brainstorm

Tips & Links & Resources

• Your best tips from your experience and what you’ve heard from peers today

• Any online links and helpful resources

• Where to go for others to learn with/from?

References & Resources• Facilitation Guide for People in Prevention; Linda “Sunny Walker”, available from the Southwest Prevention Center

athttp://captus.samhsa.gov/southwest/resources/documents/facilguidecomplete.pdf

• facilitating. (n.d.). Dictionary.com Unabridged (v 1.1). Retrieved July 23, 2008, from Dictionary.com website: http://dictionary.reference.com/browse/facilitating

• Facilitator definition from Facilitation and Meeting skills slide deck by eastleaf at http://www.slideshare.net/eastleaf/facilitation-and-meeting-skills

• facilitator. (n.d.). Dictionary.com Unabridged (v 1.1). Retrieved July 23, 2008, from Dictionary.com website: http://dictionary.reference.com/browse/facilitator

• The Art of Powerful Questions: Catalyzing Insight, Innovation and Action by Eric E. Vogt, Juanita Brown and David Isaacs at http://www.theworldcafe.com/articles/aopq.pdf

• Ten Steps to a Successful Meeting, CSAP’s Southwest CAPT at http://swpc.ou.edu/doucments/publications/10stepsmeeting_000.pdf

• On Conflict and Consensus, C.T. Butler at http://www.ic.org/pnp/ocac/

• Full Circle Associates, Nancy White at http://www.fullcirc.com/wp/

• 10 Steps for a Successful Meeting at http://swpc.ou.edu/doucments/publications/10stepsmeeting_000.pdf

Photo Credits• http://www.flickr.com/photos/worldcafe/222554925/

• http://www.flickr.com/photos/worldcafe/427392968/

• http://www.flickr.com/photos/rosefirerising/2201520349/

• http://www.flickr.com/photos/graphicfootprints/

• http://www.flickr.com/photos/yetto/2381020092/

• http://www.flickr.com/photos/beija-flor/12341694/

• http://www.flickr.com/photos/vaxzine/2278300537/


• http://www.flickr.com/photos/tonivc/629236570/

• http://www.flickr.com/photos/piper/46059383/

• http://www.flickr.com/photos/wwworks/1431384410/

• http://www.flickr.com/photos/63894475@N00/1315057169/

Photo Credits• http://www.flickr.com/photos/63894475@N00/1315057169/

• http://www.flickr.com/photos/wallyg/476725698/

• http://www.flickr.com/photos/elsie/110958929/

• http://www.flickr.com/photos/chris_gin/2218786323/

• http://www.flickr.com/photos/theimagegroup/369893824/

• http://www.flickr.com/photos/saralparker/2602252590/

• http://www.flickr.com/photos/shifted/584789518/

• http://www.flickr.com/photos/scottmark/222458800/

• http://www.flickr.com/photos/grendelkhan/119929591/

• http://www.flickr.com/photos/kalavinka/29515085/

• http://www.flickr.com/photos/alanaelliottphotography/1462175484/

• ttp://www.flickr.com/photos/grifray/2179892092/

Photo Credits• http://www.flickr.com/photos/sfllaw/38992932/

• http://www.flickr.com/photos/romulusnr/1868526572/

• http://www.flickr.com/photos/valkyrieh116/1019454436/

• http://www.flickr.com/photos/lscan/2231506117/

• http://www.flickr.com/photos/esagor/2514612175/

• http://www.flickr.com/photos/kevinsteele/36269335/

• http://www.flickr.com/photos/shoppingdiva/119978293/

• http://www.flickr.com/photos/anythreewords/504146645/

• http://www.flickr.com/photos/stompy/194190136/


• http://www.flickr.com/photos/choconancy/2412689684/


• http://www.flickr.com/photos/grantneufeld/159414364/

• http://www.flickr.com/photos/donapatrick/2700488939/

• http://www.flickr.com/photos/hand-nor-glove/2590821971/

• http://www.flickr.com/photos/joshb/169998484/

• http://www.flickr.com/photos/jessicasarahs/230539671/

• http://www.flickr.com/photos/maromir/2384258968/

• http://www.flickr.com/photos/galabassoon/2655536486/


• http://www.flickr.com/photos/fotolandia/470693740/in/set-72157602956756522/

• http://www.flickr.com/photos/deenda/2306525040/

Photo Credits• http://www.flickr.com/photos/shelisrael/2617853345/

• http://www.flickr.com/photos/furibond/154285176/

• http://www.flickr.com/photos/nancymesaaz/2298729850/


• http://www.flickr.com/photos/sea-turtle/1487727898/

This slide deck is licensed under creative commons.

LaDonna Coy, MH, CPS, CDLA, Learning for Change, Inc. for the Community Anti-Drug Coalitions of America (CADCA)2008 Mid-Year Institute, Palm Springs, CA

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Basic Facilitation