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The Art of Facilitation
how to make meetings not suck
A Quick Introduction
What is Facilitation?
This is you. And me!
Meow.
images from The Agile Samurai by Jonathan Rasmusson
the shared pool of understanding
Before Your Meeting
Agenda, yo
✅
✅
✅
✅
✅
Prepare!
The purpose of this meeting is…
The goal of this meeting is...
Know the room layout
Know the facilities
to
Choose your meeting size,
wisely
During Your Meeting
Here are the basics I assume you’re already doing:
● Starting on time
● Setting some ground rules
● Explaining what your meeting is going to cover
● Sticking to your agenda
● Recording as you go
● Finishing on time or even early
● Using a facilitator (haaay!)
So, let’s talk about your meeting
You are The Facilitator:
● You don’t need to find a solution
● Know the arc
● State the obvious
● Be crisp
● Let the group work it out
● Speak or speak not
Know Thyself
Read the people in the room:
or not?
Part One: Bring the Politeness
● “Can you guys take this offline?”
● “Do we have to find a solution for this right now?”
— (alternate) “Are we solutioning?”
● “Is this something you two / three / guys can talk about later?”
● (finger in the air)
● (volleyball sideout)
● (draw circles)
● “Ok, time check. We have n minutes left.”
● Use humor and/or self-deprecation
Don’t be afraid to keep things moving along
Part Two: Bring the Heavy
i.e., what you can do when someone’s sucking all the oxygen out of the room
● Use the physical space
● Use yourself: be The Heavy
● Use a deadline
● Use your team
— Secret signals
— The Nod / The Blink
● Artificial deadline
● Use props
Don’t be afraid to keep things moving along
— Soccer cards
— Group chat on your phones
● Use humor
● It’s not about you - no ego!
● Watch the clock
● End on a positive note
Other Things to Remember
Tools!
the rambler
the thin-skinned
the catalyst
the creative
the team
player
the
peacemaker
the visionary
the superstar
the latecomer
the negator
the
interruptor the-Steve-Jobs:
you-are-dismissed
the meeting hog
the gorilla in the room
the social
networker
the unprepared
the quiet one
the multitasker
the leader
learn to type fast
learn to write fast (and legibly)
learn your keyboard shortcuts
amp it up a little
nice to have’s
After Your Meeting
What do I do now?
● Publish your decisions
— For clarity
— CYA
● Schedule follow-ups
● Rinse and repeat
— Develop a reputation as someone who can own a meeting
— and people will want to work with you
● and...
● If it was helpful, say so
● Thank people for their time
● Keep it positive
End on a positive note
The Art of Facilitation - Yvonne Chen

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The Art of Facilitation - Yvonne Chen

  • 1. The Art of Facilitation how to make meetings not suck
  • 3. What is Facilitation? This is you. And me! Meow.
  • 4. images from The Agile Samurai by Jonathan Rasmusson the shared pool of understanding
  • 6. Agenda, yo ✅ ✅ ✅ ✅ ✅ Prepare! The purpose of this meeting is… The goal of this meeting is... Know the room layout Know the facilities to Choose your meeting size, wisely
  • 7.
  • 9. Here are the basics I assume you’re already doing: ● Starting on time ● Setting some ground rules ● Explaining what your meeting is going to cover ● Sticking to your agenda ● Recording as you go ● Finishing on time or even early ● Using a facilitator (haaay!) So, let’s talk about your meeting
  • 10. You are The Facilitator: ● You don’t need to find a solution ● Know the arc ● State the obvious ● Be crisp ● Let the group work it out ● Speak or speak not Know Thyself
  • 11. Read the people in the room: or not?
  • 12. Part One: Bring the Politeness ● “Can you guys take this offline?” ● “Do we have to find a solution for this right now?” — (alternate) “Are we solutioning?” ● “Is this something you two / three / guys can talk about later?” ● (finger in the air) ● (volleyball sideout) ● (draw circles) ● “Ok, time check. We have n minutes left.” ● Use humor and/or self-deprecation Don’t be afraid to keep things moving along
  • 13. Part Two: Bring the Heavy i.e., what you can do when someone’s sucking all the oxygen out of the room ● Use the physical space ● Use yourself: be The Heavy ● Use a deadline ● Use your team — Secret signals — The Nod / The Blink ● Artificial deadline ● Use props Don’t be afraid to keep things moving along — Soccer cards — Group chat on your phones ● Use humor
  • 14. ● It’s not about you - no ego! ● Watch the clock ● End on a positive note Other Things to Remember
  • 16.
  • 17.
  • 18.
  • 19. the rambler the thin-skinned the catalyst the creative the team player the peacemaker the visionary the superstar the latecomer the negator the interruptor the-Steve-Jobs: you-are-dismissed the meeting hog the gorilla in the room the social networker the unprepared the quiet one the multitasker the leader
  • 20. learn to type fast learn to write fast (and legibly) learn your keyboard shortcuts amp it up a little nice to have’s
  • 22. What do I do now? ● Publish your decisions — For clarity — CYA ● Schedule follow-ups ● Rinse and repeat — Develop a reputation as someone who can own a meeting — and people will want to work with you ● and...
  • 23. ● If it was helpful, say so ● Thank people for their time ● Keep it positive End on a positive note