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Facilitation Skills


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Presentation slides from APMG webinar focussing on the requirements of an effective facilitator, mapped to APMG's Facilitation certification scheme.

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Facilitation Skills

  1. 1. APMG International Webinar Facilitation Skills Managing Groups Thursday 23 January 2014 / 14:00 GMT (London, UK) Presenter: Sheila Roberts, CUPE Ltd
  2. 2. Agenda • Welcome & introduction – Mark Constable, APMG International • Facilitation Skills – Managing Groups – Sheila Roberts CUPE Ltd • Q&A • Further information • Close
  3. 3. About APMG International • • • • • • • Global examination & accreditation institute Examination Institute (EI) for the AXELOS Global Best Practice portfolio (ITIL® , PRINCE2® , MSP® , etc) Extensive portfolio of professional management certification schemes aimed at improving business processes, capability and results Work with key industry partners (e.g. AXELOS, IAITAM, IPMA, ISACA, itSMF, DSDM Consortium) to promote best practice 300+ Accredited Training (ATOs) and Consulting (ACOs) organizations with 1500+ approved trainers and consultants 18000+ candidates per month Full details at
  4. 4. Your presenter… • Sheila Roberts • • • • • Sheila Roberts, Director of Training at CUPE Projects, ATO and ACO PPM Professional delivering projects and programmes for more than 20 years One of the first Facilitation Qualified Professionals globally One of the first APMG Facilitation Skills Trainers Facilitation Examination Reviewer
  5. 5. Facilitation Skills Managing Groups
  6. 6. What is Facilitation? • • • • • • Facilitation is a process and set of skills to be able to work with and manage groups to achieve outcomes Facilitation is a new assessment certification from APMG delivered through an ATO such as CUPE. Facilitation certification is available at Foundation & Practitioner levels. You work in small groups interactively during the course. Facilitation moves beyond the boundaries of a method to includes Facilitator characteristics and competencies. Facilitation is a process with clear requirements – not soft and fluffy!
  7. 7. What is Facilitation? Process Iceberg® Meeting Model Objectives & Tasks Process Format & Tools Communications and Interpersonal skills Individual Preferences and Roles Buy-in Neutral Emotions • Hierarchical • Sequential • Inter-dependent
  8. 8. Who is Facilitation for? • PPM Practitioners, or anyone, who needs to manage groups, arrange workshops or improve meeting outcomes • Managers looking for the next step in their professional development. • Managers looking to differentiate themselves from others in a competitive market. • Organisations looking to improve the effectiveness of their teams • Individuals looking to demonstrate their competence.
  9. 9. Do I need to be a manager? No! •Have you been in a meeting which seems to go nowhere? •Have you been in a meeting where people do not know what needs to be achieved? •Have you been in a meeting where the emotions are high? •Have you been in a meeting where the language being used is not appropriate to the participants? e.g. technical The answer is facilitation - as a meeting or event participant or the Chairperson
  10. 10. How can you become a qualified Facilitator? • To achieve the certification you need to pass exams to demonstrate that you are understand how to prepare, facilitate and review an event. • The certification demonstrates you understand how to facilitate, you then need to practice!
  11. 11. How can you become a Facilitator? • During the course you will be put into small teams, given scenarios and enable to apply the Process Iceberg® methodology with appropriate tools and techniques. • You will have the opportunity to use the tools and techniques associated with the method.
  12. 12. What will the examiners look for?
  13. 13. What are the exam levels? • Foundation is a multiple-choice exam with 50 questions to be completed in 40 minutes • Foundation pass mark = 50% • Practitioner is an objective-testing exam with 8 questions totalling 80 marks to be completed in 2.5 hours • Practitioner pass mark = 50% • The certification demonstrates you understand how to facilitate, you then need to practice!
  14. 14. Elements of the Process Iceberg Model Five layers: •Objectives and Tasks •Process – Format and Tools •Communications and Interpersonal Skills •Individual Preferences and Roles •Buy-in Neutral Emotions Top two layers = 80 of issues prevented if correct
  15. 15. Process
  16. 16. Task and Process In meetings managers focus more on Task - What In manufacturing, focus is on effective Process - How
  17. 17. What are the tools and techniques? Tools enable the Facilitator to provide an approach for the group to use Techniques are more detailed than tools and provide specific procedures to use to achieve objectives
  18. 18. What are Formats? The composition of individuals for tasks All Each person works on their own (quietly) doing the activity, using the technique Group A group works together doing the activity, using the technique All to One Everyone does the activity out loud), directed to one person or one place (e.g. flip chart) One to All One person does the activity, on behalf of everyone
  19. 19. Process Tool – Feedback Model 1 - Misunderstanding or misinterpreting what was said 2 - Missing out some important points or details 1 2 3 4 3 - Feeding back accurately and fully what was said 4 - Getting behind the words to the “hidden” message
  20. 20. Process tool - SPO S ummarise ( the background/context) P ropose (Format, technique(s)) O utcome/Output (what will result) Links the ‘red’ and ‘green’ to apply process to task
  21. 21. What is the difference between a Facilitator, Coach and Consultant? • Coach – works one to one to improve individual performance • Consultant – provides expert input to ‘tell’ the solution • Facilitator – provides advice on process to achieve outcomes, so the group ‘finds’ the solution
  22. 22. Factors affecting facilitation Certainty Question / problem is clear. Answer is easily obtained from the people in the group. Complexity Problem is relatively clear but the solution has to be developed. Uncertainty Nature of the problem/issue is unclear and has to be defined and clarified. Only then can a solution be explored.
  23. 23. Is it properly accredited?
  24. 24. Is it properly accredited? • • • Facilitation Foundation and Practitioner qualifications are accredited by APMG who also accredit many other certifications APMG Facilitation will be recognised by any organisation which recognises APMG Foundation or Practitioner qualifications, or UKAS qualifications Facilitation will be recognised internationally
  25. 25. Reference Materials The APMG Facilitation syllabus and exams are based on the following core reference materials:•Facilitation – an art, science, skill or all three? (Tony Mann) •Facilitation – a Manual of Models, Tools and Techniques for Effective Group Working (Tony Mann) Both publications are available to purchase from APMG’s online book store: Author of the two publications, Tony Mann, is the Chief Examiner for the APMG Facilitation qualification scheme.
  26. 26. How long is certification valid for? • Facilitation qualifications remain valid indefinitely.
  27. 27. How much does it cost?
  28. 28. How much does it cost?  Each Accredited Organisation will set their own prices  Published prices vary from around £795 for Foundation level  Included in prices should be:  Materials to be used including pre-course work  Venue including Refreshments and lunch  Exam(s) and Certification
  29. 29. How can I prepare for Facilitation? • Ensure you read the Facilitation reference book • Consider how you might use some of the tools and techniques identified • Consider the Process Iceberg® method and how it can be used in your meetings or events
  30. 30. Hints & Tips For Facilitation Success? • When participating in group work do remember that the Process Iceberg® method is the basis of examination • Keep to the information you have been provided – do not invent things • Use the scenario information and apply Process Iceberg® – not your own organisation’s way of doing things
  31. 31. How can Facilitation make me fabulous?
  32. 32. Fabulous help for my career? • • • • • • • Will form the natural progression on a development path for anyone who participates in meetings, events or workshops Demonstrates the ability to manage groups whether as a participant or organiser Employers will have confidence you can facilitate groups As a new qualification, you offer something different You will be seen to be up to date It will show you can take on tougher management challenges You are more likely to progress
  33. 33. When can I undertake Facilitation training? • Accredited Training Organisations – such as CUPE Ltd, advertise dates on their websites • The next CUPE date for both Foundation and Practitioner courses is 24th February in London
  34. 34. Further information • APMG-International website : – • APMG Facilitation qualification scheme – • Cupe Ltd – – Email Sheila at @ APMG_Inter Thank you for attending!
  35. 35. International