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
http://www.flickr.com/photos/yetto/2381020092/
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?
http://www.flickr.com/photos/worldcafe/222554925/
The Harvest
http://www.flickr.com/photos/tonivc/629236570/
Break
Facilitation BasicsCADCA Mid-Year Institute
July 28-31, 2008Palm Springs, CA
LaDonna Coy, MHR, CPS, CDLA, Learning for Change, Inc.
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
Designing ProcessAction
Planning
Icebreaker
Energizer
Activity
Role Play
Game
ReflectionConversation
TableTalk
Dialogue
Consensus
Brainstorm
Meeting Prep Checklist
Lunch
Facilitation BasicsCADCA Mid-Year Institute
July 28-31, 2008Palm Springs, CA
LaDonna Coy, MHR, CPS, CDLA, Learning for Change, Inc.
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
Facilitation BasicsCADCA Mid-Year Institute
July 28-31, 2008Palm Springs, CA
LaDonna Coy, MHR, CPS, CDLA, Learning for Change, Inc.
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
Designing ProcessAction
Planning
Icebreaker
Energizer
Activity
Role Play
Game
ReflectionConversation
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/worldcafe/222554925/
• 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/44328604@N00/406081772/
• http://www.flickr.com/photos/choconancy/2412689684/
• http://www.flickr.com/photos/55287941@N00/1144182418/
• 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/57595490@N00/2105412533/
• 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/worldcafe/2529721345/
• 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