Facilitation Skills

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

. 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

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

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

Getting Started

Warm Up Name Your Team

Name Your Team

Module 1 Getting Started 1. What do you think a facilitator is?

1. What do you think a facilitator is?

Module 1 Getting Started 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

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? Module 1 Getting Started

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 Module 1 Getting Started

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

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 Module 1 Getting Started

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

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 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 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

The Role of Facilitator

5. Working In a Team Advantages Disadvantages

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

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 )

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

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

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

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

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.

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

Introduction to the Basic Responsibilities of a Facilitator

Module 2 What are the essential responsibilities of facilitator?

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

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 What do we want to achieve? Identify issues faced by HIT leaders

For example:

Background: The team discuss the issue of labeling and displaying goods

Objectives

Housekeeping

What do we want to achieve?

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

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

Ensure Full Participation How do you handle such situation? Quiet person? Talkative person?

How do you handle such situation?

Quiet person?

Talkative person?

Ensure Full Participation 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”

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

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 track?

What would you do?

Stay on Time and Stay on Track What happen when the team does not stay on time? 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

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

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.

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)

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

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.

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”

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

Facilitation Observation Notes

Refer to Note 2.2 and

Note 2.3

Team Workout Identifying Facilitation Challenges Refer to Note 2.4

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

Practice facilitator

Time Keeper

Note Keeper

Facilitation Observer

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

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 ?

What has the person done well?

How can the improve ?

Team Workout Key Learning Points

Key Learning Points

Module 3 Road Map for facilitation Success

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

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

First few words

Set the tone – positive

Get their attention

Tell them the purpose of the meeting

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

What do we want to achieve?

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”

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

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

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

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

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

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 part the team tackle the issues You apply most tools

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

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

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

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

Using The Facilitation Map as a Planning Tool

Refer to Note 3.3

Team Workout Practice facilitator Time Keeper Note Keeper Facilitation Observer

Practice facilitator

Time Keeper

Note Keeper

Facilitation Observer

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 Time Allocation 5 minutes of preparation 15 minutes Workout 5 minutes feedback

Time Allocation 5 minutes of preparation

15 minutes Workout

5 minutes feedback

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

What has the person done well?

How can the improve ?

Team Workout Key Learning Points

Key Learning Points

Module 4 Basic Facilitation Skills

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.

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

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

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

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

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

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…

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…

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…

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/ …

Ground Rules

Rules/

Form culture/

Let the team generate/

…

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

Ask Clarifying Questions

5W1H/

Ask if the team understand…

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

Build Team Memory

Use flipchart/

Paste it/

Unsure common understanding…

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

Discourage Group Think

Protect alternate ideas/

Challenge dominant thinking…

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

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…

Make Eye Contact

Let people know that you are listening/

Confidence/ Make people feel important…

Balance Participation Round Robin Techniques Make everyone speak…

Round Robin Techniques

Make everyone speak…

Balance Participation Include Everyone

Include Everyone

Balance Participation Ask Low Participants For Help

Ask Low Participants For Help

Manage Transitions Summarize the Topics

Summarize the Topics

Manage Transitions Use Clear Segues

Use Clear Segues

Manage Transitions Agenda As Road Map

Agenda As Road Map

Identify Strategic Moments Note Moments of team Agreement

Note Moments of team Agreement

Identify Strategic Moments Summarize Key Points

Summarize Key Points

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

Use Open-Ended Questions

5W1H…

Use The Team’s Resources Tolerate Silence 20 seconds/ Create pressure…

Tolerate Silence

20 seconds/

Create pressure…

Use The Team’s Resources Mobilize Team Knowledge

Mobilize Team Knowledge

Use The team’s Resources Use their Words

Use their Words

Closing A Meeting Review Agenda

Review Agenda

Closing A Meeting Summarize Decisions and Recommendations

Summarize Decisions and Recommendations

Closing A Meeting Determine Remaining Issues

Determine Remaining Issues

Closing A Meeting Manage Follow-Up Actions

Manage Follow-Up Actions

Closing A Meeting Evaluate Meeting

Evaluate Meeting

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

Running A Meeting – Pros and Cons

Refer to Note 4.3

Team Workout Practice facilitator Time Keeper Note Keeper Facilitation Observer

Practice facilitator

Time Keeper

Note Keeper

Facilitation Observer

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 Time Allocation 5 minutes of preparation 20 minutes Workout 10 minutes feedback

Time Allocation 5 minutes of preparation

20 minutes Workout

10 minutes feedback

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

What has the person done well?

How can the improve ?

Team Workout Key Learning Points

Key Learning Points

Conclusion Open Book Quiz Refer to Note 5.1

Open Book Quiz

Refer to Note 5.1

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

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.