Facilitator and coaching overview2

Facilitator and Coaching OverviewDescription

© Copyright - Peter Sergeant 2013


Introduction• The purpose of this presentation is to give a quick overview of FAQ Support’s

Facilitator and Coaching program. Additional information can be obtained from the website, www.faqsupport.com.au

• FAQ Support has created a concept for facilitators and coaches which helps you to pick and choose the components best suited to your practice and to make your practice a valuable and sustainable asset in your community.

• Anticipated outcomes:

1. You will see ways that your practice will work better.

2. You will enjoy your practice more working with FAQ Support.

3. Your will achieve your aspirations faster.

Another key to unlock your potential

http://www.faqsupport.com.au/


Times are changing• Building relationships and networks with business owners and managers has become

a top priority for many professionals as they become harder to reach. • For a business owner or manager it’s hard to find trusted facilitators, or coaches who

will really challenge them and their ideas. But how do you move from being a tradable commodity to a trusted partner and part of a clients inner circle?

• For years we have been told to ask questions, listen, and solve problems, when meeting with decision makers who could buy our services. Unfortunately this doesn’t always work well.

• From the clients point of view, you can’t charge normal fees for basic information, which they can find easily from other sources. However they do want quick access to quality information and knowledge and how to apply it to their particular business.

• Clients are time-starved and you are one person on a long list of people competing for their time. They have to be selective because their time is valuable and they will usually only meet with people they already know, or who are recommended to them.


Classifications of business support people• Facilitator - A Facilitator is experienced in processes which can relate to specifics;

planning, marketing, relationships, health, finance and so on. They also facilitate ideas and opportunities for individuals and organisations.

• Coach - These are the people who can be best summarised as a general practitioners. They have had good practical experience in running a business and they act much like a coach in a sporting team.

• Mentor - Where an experienced person is assigned to an inexperienced person and assists with advice, or acts in a general support role. Mentoring is about dealing with individuals in order to guide them with problems they may have.

• Advisor - These people have well developed skills in one or two specific areas such as social media, employment contracts, accounting, law, finance, work-place health and safety, construction ,engineering and so on . These are the people who can be best summarised as a specialist practitioners.

• Broker - A broker is an individual or party (brokerage firm) that arranges transactions between a buyer and seller and gets a commission when the deal is executed. Examples include finance brokers, business brokers, real estate agents.

• Counselor - Counselling is a highly specialised helping process, used by professionally trained and certified counsellors. It involves working with people individually or in small groups. These specialists are used principally where there are personal and family relationship involved, or health problems.


What is facilitation?

• The root of the word facilitation comes from the Latin word facilis which means easy. Facilitation is an activity that makes tasks easier for others.

• A facilitator is someone who designs processes empowering groups to meet objectives in a collaborative way.

• An expert facilitator is like a process whisperer and group dynamics guru; someone who can keep everyone on task and nurture positive interactions along the way.


Categories of Facilitators

In FAQ Support there are a number of different categories of Facilitators, making it important to select what suits your needs:

1. Those who want to service a small number of businesses in their local area.2. Those who want to service a large number of businesses beyond their local area; a

region, or state.3. Those who want to be more global and want to service businesses anywhere and

help other facilitators.4. Those who want to specialise (e.g. in relationships, health and well being, business,

social enterprises, Indigenous, youth, technical).5. Those who want to help facilitate International businesses.

It is important to select a case-load that suits your lifestyle.


When is it valuable for businesses to engage a facilitator?

• Facilitators are utilised in a variety of contexts (including business, education, therapy and conflict resolution). Facilitators are often called upon to design workshops and productive meetings. It is most valuable to engage a facilitator when you have a committed group of key stakeholders and decision makers convening to solve a specific problem, create a strategic plan, address an opportunity and/or launch a new product or service.

• For example, a facilitator is ideal for helping a business to:− Remove frustrations and solve problems.− Establish a strategic direction for innovatively growing the business to meet aspirations.− Generate new product or service offerings.− Brainstorm ideas for names, promotions, events, campaigns, etc.− Developing the business model, business plan and budgets.− Leverage human resources to fill their innovation pipeline with new ideas.− Have useful and helpful conversations with customers and people in the value chain.− Knowledge mining of existing research to identify gaps and opportunities.− Get team alignment on project objectives, strategies, actions and outcomes.− Develop clear strategies and success criteria for long term projects.− Improve employee engagement by engaging employees in opportunity generation.− Develop a strategic revitalisation or development plan.− Generate a plan for a community.

FAQ Support - Development Phases

Build Infrastructure

Technology Infrastructure

Building Resources

Website

Commence Rollout

Phase 1

Phase 2

Phase 3

Networks

2012 - 2013

2011 - 2013

1987 - 2011

Sustainable Continuous ImprovementPhase 4 2014 ongoing

Partnerships

New Product Development

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FAQ Ongoing Themes 1. Problem solving. 2. Capacity building.3. Health and well-being.4. Sustainability.

There is a need to ignite good values

FAQ Support commits to the following values:1. Proactive and responsive to people’s wants and needs. 2. Good health is a prerequisite of good business.3. Continuous improvement. 4. Reliability in delivering on our promises. 5. Honesty and integrity in all our activities. 6. Inspire others to make improvements to their life and business. 7. Applying technology and innovation in a practical way.8. Stay focused by keeping the end in mind.

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We help you find a starting point?

Where do I start?

Relationships

Administration

Governance

Finance

SupportMarketing

Information

Community

Health

Sales

PlanningFamily

Operations

Social Enterprise

Strategy

Social Media

Management


Time for a new paradigm Old attitudes to facilitators, coaches and consultants:• "They don't understand my business“.• "Our industry is different".• “I have a fear of spending money and getting little result”.• “They take our money and we never hear from them again”.

• “There is no ongoing support, they are not pro-active, poor follow up”.

• “They don’t help me with implementation”.• “Slow to respond to my wants and needs”.• “Too complicated and expensive”. • “Not very creative or innovative”.• “They are reluctant to travel”.• “They are too specialised”.

There is a need for a new approach to SMEs.


Changes taking place in business supportOld ways• People/paper based/slow.• Individual dependant.• Difficult communications.• Poor regional support.• Always behind.• Poor access to support.• Expensive, slow to respond.• Slow market response.• Poor market knowledge.• Information overload.• Doing same things over and over.• Expensive, complex technology.• Academic theoretical language.• Operating in isolation.• Difficult to see value.

New ways• Technology enabled, fast.• Dynamic collaborative framework.• Collaborative communications.• Quality support anywhere.• Always up to date.• Access 24 hrs, 7 days a week.• Cost effective responsive to needs.• Rapid response to markets.• Knowledge at fingertips.• Knowledge management.• A process that works consistently.• Easy to understand.• Practical and easily understood.• Operating in teams.• Focused, value added as wanted.


New paradigms for business facilitators and coaches

Old ways• Ignorance of customer wants, needs.• Poor information access.• Difficult, strained, telling.• Mostly specialised prospective.• Too complicated, little experience.• Expensive.• Self indulgent.• Individual - tardy, shabby.• Low risk taking.• Long hours.• Self contained.• Resists change.• Poor tools and processes.• Low technology.• Facilitators office only.

New ways Knowledge of wants and needs. Good information access. Collaborative. Coverage of total business. Relevant practical, experienced. Productive and relevant. Customer focus, practical. Team effort- clean and bright. Creative innovation. Balanced lifestyle. Networked, well connected. Initiates and embraces change. Appropriately equipped. Technology enabled. Available on the job.


Low LevelTechnologyConfused

High LevelTechnology

Enabled

Paper BasedOld MethodsOld Paradigm

Cost of Servicing

Inputs Required

Change – Those not technology enabled are at risk


Segmentation by speciality

By turnover1. Start-up to $500,000.2. $500,000 to $2 million.3. $2 million to $10 million.4. Over $10 million.

By Industry5. SME’s.6. Not-for-Profits.

By speciality:7. Planning.8. Marketing.9. Finance.10. Health and well-being.11. Wholesalers.12. And so on...


Appropriately equipping the facilitatorFAQ Support provides you with a Business Support Infrastructure that

delivers various levels of support by addressing such things as:• Orientation relative to business frustrations, problems, wants, needs and behaviour.• Lead and opportunity generation, improves personal time use.• Supports just-in-time problem solving and decision making.• Access to FAQ Support Infrastructure 24/7 to be better equipped for the job.• It supports ideas and managing a portfolio of customers.• Various Service Levels and associated skills required.• Training, Mentoring and Coaching as required and creates new knowledge.• Access to tools, processes, checklists and templates.• Business and market intelligence, information and knowledge.• Efficiencies in integration of information, knowledge and methodologies.• Capacity to address many different types of businesses.• Psychological support, it can be lonely working alone.• Support for building capability and capacity, particularly remotely.• Development and management of your Practice.


Words from a person with experience

A facilitation and coaching modelWords of caring sensitive involvement

Words of honesty with pain

Words of frustration and skepticism

Person who’s business is not going well. A person finding it hard going by themselves.

A helpful person, ethical, enthuastic, non-defensive, caring, willing to share, information, ideas and opportunities, with good values.

Putting people first,

money second.

Focus on finding the clients ‘Missing Links’

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4th LevelSynthesis

3rd LevelInterpretation

1st LevelKnowledge

2nd LevelUnderstanding

The Cloud anywhere, anytimeSimple, practical, relevant

Live facilitators onlinePeople who know

Specialists onlineAt affordable prices

Direct one-on-one coach,And facilitator support

Improve levels of customer learning and support

FAQ’s framework for Practical Business Mastery

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A model for taking clients from dreams to the new reality

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building connections

building relationships

building trust

work smarter

caring sharing

strategy

vision

be consistentimplement innovate

get understanding

values

apply entrepreneurship

capture knowledge

objectives

FrustrationsProblems

dreams

NewReality

FAQ providing leadership to members and clients

• Training in leadership is important.

• Focus on things being: – Profitable– Sustainable– Measurable– Reportable– Verifiable– Healthy

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Reaching potential – Areas for improvement

Mental Functions• Values.• Beliefs.• How you think.• How you act and interact.• Practice positive stuff every day.

Physical Functions• Energy, stamina.• Fitness, sleep, diet.• Availability of resources.• Networking capability.• Infrastructure for sustainability

Productivity• Capacity to get things done.• Ability to achieve goals.

Persuasion• Influence over other people.• Able to persuade people.

Purpose• Clear statement of purpose

Vision• Clear vision of the future

Strategies• Right strategies lead to the right actions

Actions• The right actions lead to right outcomes


FAQ Support’s approach to facilitation

It's too hard doing it by yourself, there is too much to know and do.Entrepreneurial skills need to be present, or available.Technology and communications, an imperative to improve operations.Improve sales and marketing effectiveness.Conflict between marketing and delivering needs to be overcome.Prospecting is not the best use of a facilitator time.Improves efficiency and effectiveness of customer service.Personal productivity increases when working with others.Success improves with collaboration.Maintaining an ‘Investor Ready’ status.Spreads costs, in terms of time and money.As individuals we have limited skills, or a narrow focus.Meets the need for sharing information and knowledge.Everybody needs a reliable sounding board. It can get very isolated and lonely working by yourself.

http://www.sxc.hu/browse.phtml?f=download&id=190593


Personal Learning Network


Benefits of working together as a group, or cluster

• As a group we have a broader, more solid skills base to work from. • Collectively there are many more contacts to generate business. • Focused groups of diversified minds lead to better solutions.• Many hands make light work.• Collective ability to gather quality information and knowledge.• Improved capacity to diagnose opportunities and operations issues.• Group support improves the dynamics for everyone.• Dividing workload to where it is best handled.• Small tasks done by many equals big results.• Cross fertilisation of ideas, two heads are better than one.• Members of the group and customers benefit from group activities.• Its more fulfilling and fun working in a team.

“All ships rise on a rising tide”

Product offering to subscribers1. Website, Social Media

• Networking.• Lead generation.• Information gathering.• Surveys.• Social Media.• Business Automation.

2. Helpdesk• Support for members.• Lead generation.

3. Resource Centre• Business Management Systems.• Information and knowledge.• Tools and Processes. • Checklists and Templates.• Campaign Management.• Project Management.• Business Automation.

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4. Administration support• Telephone handling.• Telemarketing.• Administration tasks.

5. Training• Facilitators.• Coaches and Mentors.• Multi-media presentations.• Webinars.• Workshops.• Seminars, Conferences.

6. Networks


Setting performance benchmarks

Benchmarks Low Medium High

Income (yearly) $60,000 $100,000 $150,000 Plus

Taking out the frustration and worry!


The role of FAQ SupportManaging the Website and Social Media.Managing the Helpdesk.Managing the Resource Centre.Managing of the Networks.Infrastructure management and expansion.Business Management Systems development.Lead and opportunity generation (marketing and marketing support).Training and development of facilitators and coaches.Development of tools, processes, checklists, templates. Research and methodologies development.Community development programsSocial Enterprise programs.Community development programs.Entrepreneurial leadership.Creativity and innovation.

Making the right moves!

Growing your business with FAQ SupportFeatures

• Helpdesk.

• Resource Centre.

• Business Automation.

• You are not alone.

• Mentoring.

• Standards and rules.

• Unique tools and processes.

• SME knowledge, information.

• R&D commitment.

• Larger networks.

• Range of experiences.

• Business Management System

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Outcomes Easy access to support. Access to resources. Reduced costs. Decreased procrastination. Psychological support. Consistent quality delivered. Efficient - lower costs. Better ideas, methodologies. Improved process – ideas. Opportunities. Capacity to support and deliver. Access and control of business.


Benefits of FAQ Support Membership

•Access to the FAQ Support infrastructure.•New leads and opportunities generation.•A successful business partner that works for you.•Improved profits with reduced costs through process improvement.•Models for managing and growing client.•Improved capacity to capitalise on opportunities.•Improved relationships.•Needs are addressed with improved planning.•Minimisation of risk.•Continuous improvement – standards.•Balanced development of your future.

Addressing the issues that makes life work

Personal Development

Recognition

Community

HealthMateship

Activity

Helping Others

SecurityTime

Well-being

Lifestyle

RelationshipsFamily

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Isolation and loneliness can be minimised

• It can be too hard operating in isolation, there is just too much to do.• And it can be very lonely when you are the boss.


Where are you up to...• On a scale of 1-10 where do you sit now, how close are you to achieving your vision?• What new knowledge do you need to get to 10?

Your Vision

Achieved

Where You Are

Now 1 105


Getting a business working well is a process• Think for a moment about how you would cook a dinner:

You would need a recipe. You would need tools and equipment. You would need ingredients. You may need some advice. You would go through the process one step at a time. And you would practice until you did it well.


Getting Started

A.Decide on area of specialisation.B.Address the transition period.C.Steps to a Fast Start.

1. Check your commitment, belief levels and passion.

2. Initial training program – Orientation, getting started

3. Business Plan, Business Model and Budget in place.

4. Selection of a Mentor.5. Organise your tool kit.6. Activate system for building your

practice.7. Input initial contact and prospect list.8. Identify Centres of Influence.9. Set training program.10.Set the appointments.

Hit the ground running

Actions I will take as result of this presentation

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Priority Action Item Who Start End $

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Creating new conversations, that will lead to new relationships, better health and better businesses as well as nicer places in which to live.

Where routine ends and inspiration begins.

Discover: www.faqsupport.com.auQuestion: [email protected]

Contact: [email protected]

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http://www.faqsupport.com.au/

mailto:[email protected]

mailto:[email protected]