The Secrets of Facilitation: The S.M.A.R.T. Guide to Getting Results With Groups [NOOK Book]

Overview

Learn the Secrets of S.M.A.R.T. Facilitation

"One of the single most powerful processes is the ability to successfully lead a group to an impactful, actionable outcome. In The Secrets of Facilitation, beginning and experienced facilitators alike, will find tools to take their results to the next level."

?Jim Canfield, chief learning officer, TEC International

"This book shares 'The Secrets' that have been the basis of my facilitation practice for over a decade."

?Kerri McBride, past chair, International ...

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The Secrets of Facilitation: The S.M.A.R.T. Guide to Getting Results With Groups

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Overview

Learn the Secrets of S.M.A.R.T. Facilitation

"One of the single most powerful processes is the ability to successfully lead a group to an impactful, actionable outcome. In The Secrets of Facilitation, beginning and experienced facilitators alike, will find tools to take their results to the next level."

—Jim Canfield, chief learning officer, TEC International

"This book shares 'The Secrets' that have been the basis of my facilitation practice for over a decade."

—Kerri McBride, past chair, International Association of Facilitators

"In my career, I've seen many, many facilitators. Michael Wilkinson is the best. 'The Secrets' explain why."

—Len Roberts, CEO, RadioShack

"We have trained over 100 leaders and business analysts in 'The Secrets.' Great facilitation works."

—Peter Scott, executive general manager, MLC—National Australia Bank

"At last there is a practical, hands-on guide for anyone who works with groups or teams. This book delivers!"

—Ann Herrmann-Nehdi, CEO, Herrmann International, Hermann Brain Dominance Indicator

"Michael Wilkinson is hands down the most talented and effective facilitator with whom I have ever worked or seen. He combines his proven facilitation techniques and approaches with a keen strategic and business sense to consistently produce performance-based results."

—Brian A. Gallagher, president and CEO, United Way of America

"As the superintendent of a school district in the middle of an intensive organizational reform, I know the importance of facilitative leadership. Anyone who is considering organizational change will welcome this precise, concise, and lucid guide."

—Beverly Hall, superintendent, Atlanta Public Schools

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Product Details

  • ISBN-13: 9780787977450
  • Publisher: Wiley, John & Sons, Incorporated
  • Publication date: 12/3/2004
  • Language: French
  • Sold by: Barnes & Noble
  • Format: eBook
  • Edition number: 1
  • Pages: 300
  • File size: 5 MB

Meet the Author

Michael Wilkinson is CEO of Leadership Strategies—The Facilitation Company (www.leadstrat.com), a national leader in facilitation training and providing organizations with professionals to lead executive retreats and task forces. He is founder of the National Facilitator Database (ww.nfdb.com) and one of the first five Certified Master Facilitators in the United States. He is a recurring speaker at regional and international facilitator conferences and frequently contributes to the industry newsletter, The Facilitator and other publications. Michael resides in Atlanta with his wife and two children.

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Table of Contents

INTRODUCTION: A POWERFUL SECRET 1

Case Study Learning the Powerful Secret 1

Secret #1 The Fundamental Secret of Facilitation 2

Case Study The Sanitation Workers 2

Learning to Apply the Fundamental Secret 4

The Principles of SMART Facilitation 6

More Ways to Apply the Secrets 16

What This Book Will Do for You 17

Where to Start 18

1 WHAT IS A FACILITATED SESSION? 20

Questions Answered in This Chapter 20

When Is Facilitation Appropriate? 22

Secret #2 The Secret of When to Use Facilitation 23

Definition—What Is a Facilitated Session? 23

What Are the Responsibilities of a Facilitator? 24

The Soul of a Facilitator 25

When Is Facilitation Not Appropriate? 26

Applying the Secrets to Gain Buy-In to a Strategic Plan 27

Facilitator's Checklist for Understanding Facilitation and the Roles of a Facilitator 29

2 THE SECRETS TO QUESTIONING 30

Questions Answered in This Chapter 31

Case Study Starting Questions 32

The Starting Question 33

Secret #3 The Secret of the Starting Question 34

The Reacting Questions 38

Secret #4 The Secret to Guiding a Group 38

Floating an Idea 39

Secret #5 The Secret to Influencing Idea Ownership 41

Applying the Questioning Techniques 42

A Final Note on Questioning 47

Facilitator's Checklist for Questioning 47

3 THE SECRETS TO PREPARING 50

Questions Answered in This Chapter 51

Case Study The Principals' Conference 52

The 5 Ps of Preparation 53

Secret #6 The Secret to Preparation: The 5 Ps 53

It's All About Purpose 53

Secret #7 The Secret Power of Purpose 54

Defining the Product 55

Selecting Participants 56

Identifying the Probable Issues 58

Preparing the Process 59

Special Topic: Managing a Sponsor 59

Applying the 5 Ps 62

Facilitator's Checklist for Preparing 64

4 THE SECRETS TO STARTING 66

Questions Answered in This Chapter 67

Case Study Kicking Off Vision 2020 68

Opening the Session 69

Secret #8 The Secret to a Strong Opening 69

Gaining Buy-In to the Agenda 72

Secret #9 The Secret to Gaining Agenda Buy-In 72

Using Ground Rules 73

Secret #10 The Secret to Using Ground Rules 73

Case Study Avoiding the Executive Feeding Frenzy 74

Using Parking Boards 76

Secret #11 The Secret to Parking Boards 76

Effective Introductions 77

Secret #12 The Secret to Effective Introductions 78

Recommended Order for the Opening 78

Opening Nonfacilitated Meetings 79

Getting Started on Time 79

Secret #13 The Secret to Starting on Time 79

Applying the Secrets of Starting 80

Facilitator's Checklist for Getting the Session Started 82

5 THE SECRETS TO FOCUSING 84

Questions Answered in This Chapter 85

Case Study Facilitating a Thousand People 86

Secret #14 The Secret to Using Checkpoints 88

Focusing the Group: Using Checkpoints 88

The Extended Checkpoint 90

Warming Up a Group 91

Secret #15 The Secret to Warming Up a Group 91

Delivering Accurate, Clear, and Concise Directions (PeDeQs) 92

Secret #16 The Secret to Clear Directions 92

Keeping a Group on Track 94

Secret #17 The Secret to Keeping a Group on Track 94

Managing Breakout Groups 96

Secret #18 The Secret to Effective Breakout Groups 97

Secret #19 The Secret of Rotating Review 100

Applying the Secrets of Focusing 101

Facilitator's Checklist for Focusing a Group 102

6 THE SECRETS TO RECORDING 104

Questions Answered in This Chapter 105

Case Study Public Safety Collaborative 106

Knowing What to Record 106

Secret #20 The Secret to Knowing What to Record 107

The Power of the Pen 109

Secret #21 The Secret to Using, not Abusing, the Power of the Pen 111

Managing the Recording Process 113

Secret #22 The Secret to Keeping the Recording Concise 115

Using Strategies to Avoid Lulls While Writing 116

Secret #23 The Secret to Avoiding Lulls While Writing 118

Additional Techniques for Recording 119

Applying the Secrets of Recording 121

Facilitator's Checklist for Recording 122

7 THE SECRETS TO INFORMATION GATHERING 124

Questions Answered in This Chapter 125

Case Study The Retailing Conference 126

Understanding the Major Information Gathering

and Processing Functions 127

Understanding Processing Groups 128

Understanding Processing Order 129

Gathering and Processing Information 130

Secret #24 The Secret to Gathering Information 130

Gathering Facts 131

Secret #25 The Secret to Getting the Details 131

Categorizing 132

Secret #26 The Secret to Categorizing 133

Inquiring 134

Secret #27 The Secret to Q&A Sessions 135

Generating Ideas 138

Secret #28 The Secret to Generating Ideas 138

Prioritizing 140

Secret #29 The Secret to Prioritizing 141

Reporting 145

Secret #30 The Secret to Reporting Back 145

Getting Feedback 146

Secret #31 The Secret to Getting Quality Feedback 146

Applying the Secrets of Information Gathering 148

Case Study Facilitation in the Classroom 149

Facilitator's Checklist for Information Gathering 151

8 THE SECRETS TO CLOSING 154

Questions Answered in This Chapter 155

Case Study Polling for Agreement at the Close 156

Secret #32 The Secret to Closing Strong 157

Reviewing Activities Completed and Personal Objectives 157

Confirming Commitment to Decisions Made 158

Secret #33 The Secret to Confirming Commitment to Decisions 158

Clearing the Issues List 163

Secret #34 The Secret to Clearing the Issues List 163

Assigning Actions 164

Secret #35 The Secret to Assigning Actions 164

Evaluating the Session 165

Ending the Session 165

Debriefing 167

What If the Session Is Running Behind? 167

What If the Session Is Going to Run Over? 168

Delivering a Partial Close 169

Facilitator's Checklist for Closing 169

9 THE SECRETS TO MANAGING DYSFUNCTION 172

Questions Answered in This Chapter 173

Case Study The Chairman and the COO 174

Dysfunctional Behavior—What Is It? 175

Secret #36 The Secret to Understanding Dysfunction 176

Techniques for Conscious Prevention 179

Secret #37 The Secret to Preventing Dysfunction 179

Techniques for Early Detection 182

Secret #38 The Secret to Detecting Dysfunction 182

Techniques for Clean Resolution 185

Secret #39 The Secret to Resolving Dysfunction 185

Recommended Responses to Dysfunctions 188

When the Unexpected Happens 192

Secret #40 The Secret to Responding When the Unexpected Happens 192

Responding to Mistakes and Attacks 193

Case Study Making a Mistake as the Facilitator 193

Secret #41 The Secret to Responding to Mistakes and Attacks 194

Rewarding Functional Behavior 196

Lesson Learned 196

Applying the Secrets of Managing Dysfunction 198

Facilitator's Checklist for Managing Dysfunction 200

10 THE SECRETS TO CONSENSUS BUILDING 204

Questions Answered in This Chapter 205

Case Study Consensus on Values 206

Defining Consensus 207

Secret #42 The Secret to Understanding Consensus 208

Deciding How to Decide 209

Secret #43 The Secret of Five-Finger Consensus 210

Understanding Why People Disagree 210

Secret #44 The Secret to Understanding Disagreement 211

Secret #45 The Secret to Resolving a Level 3 Disagreement 216

Filling Your Toolbox of Consensus Building Techniques 218

Delineation 219

Secret #46 The Secret to Resolving a Level 1 Disagreement 219

Strengths and Weaknesses 224

Merge 227

Secret #47 The Secret to Resolving a Level 2 Disagreement 227

Weighted Scoring 229

Secret #48 The Secret to Using Weighted Scoring 229

Knowing When to Move On 234

Facilitator's Checklist for Consensus Building 235

11 THE SECRETS TO ENERGY 236

Questions Answered in This Chapter 237

Case Study Learning the Impact of Energy 238

Understanding the Impact of Energy 239

Secret #49 The Secret of Energy: The 3 Es 239

Projecting Energy from the Start 240

Secret #50 The Secret to Starting with Energy 240

Adjusting to the Lullaby Times 243

Secret #51 The Secret to Adjusting to the Lullaby Times 244

Maintaining Energy During the Session 244

Secret #52 The Secret to Maintaining Energy 244

Case Study A Team Building Mistake 248

Using Team Building Activities 249

Secret #53 The Secret to Using Team Building Activities 249

Facilitator's Checklist for Energy 250

12 THE SECRETS TO AGENDA SETTING 252

Questions Answered in This Chapter 253

Case Study Pay For Performance 254

Process Produces Results 255

Using Standard Agendas 256

Secret #54 The Secret of Standard Agendas 256

Customizing the Agenda 256

Secret #55 The Secret to Customizing the Agenda 257

Developing an Agenda from Scratch 258

Secret #56 The Secret to Developing an Agenda from Scratch 258

Know Your Process Cold: The Facilitation Guide 259

Secret #57 The Secret to Knowing Your Process Cold 260

Estimating and Tracking Time 262

Secret #58 The Secret to Estimating Time 262

Applying the Secrets of Agenda Setting: The Standard Agendas 263

Facilitator's Checklist for Agenda Setting 267

13 APPLYING THE SECRETS TO SPECIAL SITUATIONS 269

Questions Answered in This Chapter 269

Case Study Facilitating the Senator and the Chief of Staff 270

Applying the Secrets to Very Small Groups 271

Applying the Secrets to Very Large Groups 271

Applying the Secrets to Designing a Conference 273

Applying the Secrets to Conference Calls 274

Secret #59 The Secret to Facilitating Remote Participants 274

Applying the Secrets as a Consultant or Subject Matter Expert 276

Case Study The Strategy Firm and the Nonprofit 276

Applying the Secrets as a Meeting Participant:

Guerrilla Facilitation 278

Secret #60 The Secret to Guerrilla Facilitation 279

EPILOGUE 283

RESOURCE GUIDE FOR FACILITATORS 285

Leadership Strategies—The Facilitation Company 285

The National Facilitator Database 285

The International Association of Facilitators 286

The National Institute for Facilitation 286

Websites of Regional U.S. Facilitation Associations 286

Training Classes in Facilitation 286

Facilitation Newsletters 289

Facilitator Certification 289

Recommended Books 290

ACKNOWLEDGMENTS 291

THE AUTHOR 293

60 SECRETS OF FACILITATION 295

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