Facilitation Training for Team Members

Facilitation Skills

Learning Objectives
. To understand the roles of facilitators
.To understand the facilitator’s basic responsibilities
.To understand the structure of facilitation map
.To understand the basic facilitation skills

Program Outline and Timelines
1.Getting Started – 30 minutes
2.Basic Responsibilities of a Facilitator
– 120 minutes
3.Basic Facilitation Map – 60 Minutes
4.The Facilitation Techniques – 180 minutes
5.Conclusion – 30 minutes

Timetable
8.30 am – 9.00 am Getting started
9.00 am – 10.00 am Basic Responsibilities (I)
10.00 am- 10. 15 am Break
10.15 am – 11.15 am Basic Responsibilities (II)
11.15 am – 12.15 pm Basic Facilitation Map
12.15 pm – 1.15 pm Lunch Break
1.15 pm – 3.00 pm Basic Facilitation Techniques (I)
3.00 pm – 3.15 pm Break
3.15 pm – 4.30 pm Basic Facilitation Techniques (II)
4.30 pm - 5.00 pm Conclusion

Module 1 Getting Started
Getting Started

Warm Up
Name Your Team

1. What do you think a facilitator is?

What do you think a facilitator is?
Facilitator is the individual responsible for guiding a team through a process in order to accomplish a specific task or achieve a specific goals or outcomes

2. The Business Environment and the role of Facilitator (read notes)
What’s today’s business situation?
Volatile or Stable? Fast product cycle or slow cycle?

2. The Business Environment and the role of Facilitator (read notes)
Fast !! Do it first.
Task Behaviors

Task behaviors
Doing
Work Independently
Making logic-based decisions
Acting
Moving things along
Focusing on details
Directing
Bringing things to closure (making decisions)
Controlling
Telling
Focusing on the job at hand
Resistance to change

3. The importance of facilitation to enhance process behaviors
Success though planning and discussion

Process Behaviors
Thinking
Participating/teamwork
Using creativity and intuition
Talking
Exploring ideas more deeply
Focusing on the big picture
Facilitating
Opening up/looking for other ideas (generating alternatives)
Letting go and empowering
Asking
Focusing on the people, values, and vision
Receptivity to change

4. The Role of Facilitator
The facilitator’s task is to ensure that a team
a. avoids the potential disadvantages and
b. experiences all of the advantages
and so performs as a synergistic team creating
excellent outcomes

The definition of facilitation Komag’s SDWT Context
Facilitator is the individual who designs and manages of structures and processes that help a group do its work and minimize the common problems
Komag’s Definition

The Role of Facilitator

5. Working In a Team
Advantages Disadvantages

5. Working In a Team

In a Synergistic Team 2 + 2 = 4 or more Equation

5. Synergy or Dysfunction?

synergy , synergism noun [U] SPECIALIZED the combined power of a group of things when they are working together which is greater than the total power achieved by each working separately
(from Cambridge International Dictionary of English )
Definition of Word

dysfunctional adjective not able to operate well; working badly a dysfunctional family
from Cambridge Dictionary of American English )

1. Analyzing Information to determine the best approach
2. Designing Meeting (Facilitation Map)
3. Establishing group climate, norms and roles with the team (Ground Rules)
4. Creating and implementing structures and processes to accomplish tasks and meet objectives
Core Processes of Facilitation

5. Intervening to manage group dynamics and to influence what members are doing or how they are doing it (Basic Facilitation Skills)
6. Coaching team leaders and team members in effective behaviors
7. Evaluation meeting and facilitation effectiveness to enhance team learning (Facilitator Feedback)
8. Ensuring follow-up action related to production, meeting, results, communication and implementation of decision.
Core Processes of Facilitation

Facilitator is essential for today’s business in two aspects: a. It helps the team to focus on process behaviors , that is planning, thinking and discussion b. It helps the team to bring out the best part of team to be more synergistic. Conclusion

Module 2
Introduction to the Basic Responsibilities of a Facilitator

Module 2
What are the essential responsibilities of facilitator?

Basic Responsibilities Refer to Note 2.1

Clarify Objectives Explain what the topic is What do we want to achieve? Why are we having this meeting?

Clarify Objectives
For example:
Background :the team is calling for quarter end outing .
Objectives
Department Outing
What do we want to achieve?
Identify venue and select organizing committee

Clarify Objectives
For example:
Background: The team discuss the issue of labeling and displaying goods
Objectives
Housekeeping
Identify issues faced by HIT leaders

Ensure Full Participation
Everyone must have an equal opportunity to participate and that all participants contribute to the process

How do you handle such situation?
Quiet person?
Talkative person?

Encouraging participation
“ Who else has an idea?”
“ Is there a user’s perspective on this issue?”
“ A lot of men are talking, now lets hear from the men” ”Is this discussion raising questions for anyone?”
“ Let’s hear from someone who hasn’t spoken in a while”

Stay on Time and Stay on Track

What happen when the team does not stay on track?
What would you do?

What happen when the team does not stay on time?
What would you do?

Clarify Understanding Ask for examples, pictures, diagrams, data Ask if other participants understand what was being said

Ensure Commitments to Action
identifying who is to do what and when

Ensure Commitments to Action

Recap Recap what has been decided “ Today we have decided to adopt 5S as the way to improve our housekeeping system. Anyone has anymore concerns?”

Recap Recap who has agreed to do what and by when “ John has agreed to lead the Housekeeping Improvement Team. He will submit a plan for training, discussion and implementation by 18 th of April. We will discuss the plan in next meeting. John do you have anything to add?”

Preparation for Workout –
Feedback Guideline

Giving Feedback
You are not looking for what you “like” or “don’t like” about a person’s facilitation style.
Select feedback that can benefit the practice facilitator. No personal attack.

Giving Feedback
Use specific example
“ you didn’t recap the discussion on housekeeping improvement team
Provide feedback on the strengths and
opportunities for improvement
(refer the the Facilitation Feedback
Form)

Giving Feedback
Always assume :
You are successful to the extent that you provide feedback without lowering the person’s self esteem
People want to do a good job
You care about the person (if you don’t, expect your attempt to fail)
You may be incorrect

Receiving Feedback
People often uncomfortable receiving feedback
But they take risk to tell you.

Receiving Feedback
Listen. Say “Thank you”
Probe for example
“ Can you give me an example?”
3. Ask for help
“ Can you give me some ideas how should I deal with it?”
4. Delay respond. “Thank you. I will think about it”

Example of FON, FF
Facilitation Observation Notes
Refer to Note 2.2 and
Note 2.3

Team Workout
Identifying Facilitation Challenges
Refer to Note 2.4

Team Workout Facilitator Challenges Tips/Tool How to deal with Ask opinion from talkative participant? Other participants “ I like your idea. Any one else have fresh ideas?

Team Workout
Practice facilitator
Time Keeper
Note Keeper
Facilitation Observer

Team Workout
Time Allocation 5 minutes of preparation
25 minutes Workout
10 minutes feedback

Team Workout: Feedback
What has the person done well?
How can the improve ?

Team Workout
Key Learning Points

Module 3
Road Map for facilitation Success

Map Opening Clarifying Objectives Clarifying Role of the Facilitator Overview of Agenda and/or Process Developing Ground Rules The Body Recap Outcome Conformation of Consensus and Next Steps

Notes
Example
Refer to Note 3.1
Explanation
Refer to Note 3.2

Opening
First few words
Set the tone – positive
Get their attention
Tell them the purpose of the meeting

Clarifying Objectives
Why do we meet today?
Present a brief statement of objectives (written form) – reminder
“ are we on track?”

Clarifying the Role of Facilitator
Tell them what you do –
as process expert,
not content expert
Tell them how you will intervene
- off track: “ I will pull you back”
- dominant conversation: “I will gate keep the conversation”

Overview of Agenda and/or process
Dept Outing
Objective of Outing – Ahmad – 5 minutes
2. Select Venue – Ahmad – 10 minutes
3. Select Organizing Committee – Wan – 20 minutes
4. Decide on activities – Lee Guan – 10 minutes
5. AOB – Ahmad – 5 minutes

Developing Ground Rules
Powerful tool to shape culture. The team empower you to lead the team
How the team behave and work together
Write in a flipchart. Put it up for the first five meetings to remind them

Ground Rules
1. We are prompt and regular in attendance
2. We listen attentively
3. We only allow one person talk at a time
4. We complete assigned work within stipulated time
5. We appreciate the other person’s point of view
6. We provide constructive feedback and receive it willingly
7. We keep confidences and assume others will
8. We stick to the agenda and schedule unless we agree to change them
9. We are here to find solutions, not to fight and win

The Body
The part the team tackle the issues You apply most tools

The Body
Fact finding
Brainstorming
Action Plan
Problem Solving
Decision Making
Brainstorming
Communicating

Recap Outcomes
Recap outcome briefly to ensure understanding
Recap what has been decided
Recap who has agreed to do what and by when

Confirmation of Consensus and Next Steps
Confirm of the actions agreed to be taken or decisions have been made
Decide on next meeting or things to do next

Team Workout
Using The Facilitation Map as a Planning Tool
Refer to Note 3.3

Team Workout
Time Keeper
Note Keeper

Team Workout The practice Facilitator identifies a meeting/team process that he or she is likely to facilitate in the near future. Use that as the background of this Workout

Team Workout The team must use the Facilitation Map to facilitate the meeting but ONLY for the first five steps.

Team Workout
15 minutes Workout
5 minutes feedback

Team Workout
Key Learning Points

Module 4
Basic Facilitation Skills

Focus on Basic Skills
There are many facilitation skills such as decision making, problem solving etc.
We focus on the fundamental. You will learn 26 skills altogether.

Background
You will see facilitation skills used in marketing and shipping department

Outline (Note 4.1)
1.Opening a Meeting
a. Proper Room Set Up
b. Set Enthusiastic Tone
c. Make Introduction d. Ground Rules
2. Running A Meeting a. Managing Discussion b. Balance Participation c. Manage Transitions d. Identify Strategic Moments e. Use the team’s resources
3. Closing Meeting
a. Review Agenda
b. Summarize decisions and recommendations
c. Determine remaining issues
d. Manage follow-up actions
e. Evaluate Meeting

View Video
Watch video for familiarization. It takes only 15 minutes

Learning (Note 4.2)
Step Have you used Why is this this skills before? Skills
How? Important?
Yes/No

Stretch Your Mind
View Tape Answer Questions Share with the group Refer to Note 4.1

Opening A Meeting
Proper Room Set Up
Chair/
Table/
Light/
Refreshment/ Flipchart/AV…

Opening A Meeting
Set Enthusiastic Tone
Positive/
High Energy/
Your mood affect them/
Positive Body Language…

Opening A Meeting
Make Introduction
Get to know them/ Come early/
Be positive/
Everyone is important…

Opening A Meeting
Ground Rules
Rules/
Form culture/
Let the team generate/
…

Manage Discussion
Ask Clarifying Questions
5W1H/
Ask if the team understand…

Manage Discussion
Build Team Memory
Use flipchart/
Paste it/
Unsure common understanding…

Manage Discussion
Discourage Group Think
Protect alternate ideas/
Challenge dominant thinking…

Manage Discussion
Parking Lot
Irreverent Thoughts/
Write it down/
Next meeting or AOB…

Balance Participation
Make Eye Contact
Let people know that you are listening/
Confidence/ Make people feel important…

Round Robin Techniques
Make everyone speak…

Include Everyone

Ask Low Participants For Help

Manage Transitions
Summarize the Topics

Manage Transitions
Use Clear Segues

Manage Transitions
Agenda As Road Map

Identify Strategic Moments
Note Moments of team Agreement

Identify Strategic Moments
Summarize Key Points

Use The Team’s Resources
Use Open-Ended Questions
5W1H…

Tolerate Silence
20 seconds/
Create pressure…

Mobilize Team Knowledge

Use The team’s Resources
Use their Words

Closing A Meeting
Review Agenda

Closing A Meeting
Summarize Decisions and Recommendations

Closing A Meeting
Determine Remaining Issues

Closing A Meeting
Manage Follow-Up Actions

Closing A Meeting
Evaluate Meeting

Team Workout
Running A Meeting – Pros and Cons
Refer to Note 4.3

Team Workout
Time Keeper
Note Keeper

Team Workout The Practice Facilitator select a topic form the list. Explore the pros and cons of the issue. Use Facilitation Map and Basic Facilitation Skills.

Team Workout Topics 1. Should we allow Internet access to every employee? 2. Can we hold our Family day in Langkawi? Employees are allowed to bring spouse. 3. Should we build a multi-storey car park? 4. Should we work without uniform? 5. Should the company provide us free breakfast? 6. Should we assign a person to oversee the sustainability of housekeeping at Common area?

Team Workout The rest of the team members should agree among themselves who will be argue in favor and who will be argue against the presented idea.

Team Workout The selected team will do the workout before the class. The class would be their observer. Half of the class evaluates the Responsibilities of Facilitator and the other half evaluates Basic Facilitation Skills

Team Workout
20 minutes Workout
10 minutes feedback

Team Workout
Key Learning Points

Conclusion
Open Book Quiz
Refer to Note 5.1

Questions
The role of facilitator
The responsibilities of Facilitator
The Facilitation Map Basic facilitation skills

Sharing 1. Share three things you have picked up from this training 1`. 2. 3.

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Facilitation Training for Team Members

by Laurence Yap

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