To Become a Better Facilitator, STOP Using the First Person Singular


Today’s message is simple and quick, yet critical. STOP using the words “I” and “me”. The meeting is not about you; it is about the meeting participants.

We literally have had students that manage saying “I” more than twelve times in one minute. Examples across numerous samples include:

Stop Putting the Focus on You

Stop Putting the Focus on You

  • “I am going to . . .”
  • “I believe . . .”
  • “I can agree . . .”
  • “I can see it both ways . . .”
  • “I expect . . . ”
  • “I got it.”
  • “I like it . . .”
  • “I like that one . . .”
  • “I need . . .”
  • “I need your input . . .”
  • “I propose . . .”
  • “I see . . .”
  • “I see nodding . . .”
  • “I think . . .”
  • “I think we have . . .”
  • “I want . . .”
  • “I would like . . .”
  • “I’d like you to help me . . .”
  • “I’ll talk about . . .”
  • “I’m hearing . . .”
  • “I’m very interested in . . .”
  • “What I would like you to do . . .”
  • “What I’d like to do . . .”
  • “What I’d like to do now is . . .”

Or, using a first person variant:

  • “Sounds to me . . .”
  • “My thoughts . . .”
  • “Can you tell me . . .”
  • “Tell me . . .”
  • “Help me . . .”
  • “My meeting . . .”

Our favorites are in bold font (“Help me”) since we are led to believe that the reason for engaging a facilitator is to help us (participants). Simply use integrative rhetoric, substituting the plural “we” or “us” such as “We need . . .” or “We are going to . . .”

Also stay vigilant also about saying “Thank-you” too often. Optimally, you should probably never say “Thank-you”, but we understand the need for you to be natural as well. However, if you are constantly thanking participants for their contributions, who does it appear the deliverable is built to serve? Transferring ownership of the meeting output begins with integrative and pluralistic rhetoric. Avoid the colloquial and stay conscious. After all, you should be there to serve them, not the other way around.

Let us know what you think by commenting below. For additional methodology and team-based meeting support for your change initiatives, refer to “Change or Die, a Business Process Improvement Manual” for much of the support you might need to lead more effective groups, teams, and meetings.

Become Part of the SolutionImprove Your Facilitation and Methodology Skills

The FAST curriculum on Professional Facilitation Skills details the responsibilities and dynamics of an effective facilitator and methodologist. Remember, nobody is smarter than everybody, so consult your FAST Facilitator Reference Manual or attend a FAST professional facilitative leadership-training workshop offered around the world (see MG Rush for a current schedule — an excellent way to earn 40 PDUs from PMI, CDUs from IIBA, or CEUs).

Do not forget to order Change or Die if you’re working on a business process improvement project. It provides detailed workshop agendas and numerous tools to make your role easier and your team’s performance a lot more effective—daring you to embrace the will, wisdom, and activities that amplify a facilitative leader.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

How to Transform Challenging Personality Types During Meetings & Workshops


Meeting leaders and facilitators frequently encounter challenging personality types, from the over-bearing to the drop out. The following table captures some clearly identified types, their characteristics or symptoms you may observe, and what you can do to prevent distractions, keep your group focused, and complete on time.

Managing Personality Types During Meetings

Managing Personality Types During Meetings

TYPE CHARACTERISTICS WHAT TO DO
The Latecomer Always comes late to meetings, makes a show of arrival, and insists on catching up and stopping the group midstream. Enforce punctuality ground rule; do not disturb meeting or allow person to catch up; talk to during break if necessary.
The Early Leaver Drains group’s energy and morale by leaving meeting before its end. Handle as a latecomer; do not stop the meeting for one person.
The Broken Record Brings up the same point repeatedly; constantly tries to focus discussion of this issue; can prevent group from moving ahead to new items even if ready. The broken record needs to be heard.   Document their input but do not make it an open item until later in the workshop.
The Head Shaker Actively expresses disapproval through body language and nonverbal cues such as rolling eyes, shaking head, crossing and uncrossing arms, sighing, etc. Covertly influences group to reject an idea. Simply approach the head shaker.   Do not allow these nonverbal cues to continue unnoticed. Use open hands to ask them to orally agree or disagree, depending on their actions.
The Dropout Constantly engaged with their “crackberry” or laptop; expresses disapproval or dislike by ignoring the proceedings; may read, do unrelated paperwork to avoid getting engaged in the session. Caution, a doodler is not dropping out—they may be a horizontal thinker. Use laser focus so that they know that you see them. During a break, talk to them. Do NOT publicly call out their name and ask for participation.Encourage your culture to embrace “topless meetings” that prohibit laptops and smart devices.

Consider purchasing an electronic “jammer” for USD$50-$100.

The Whisperer Constantly whispering during meetings, holding offside conversations; upstages facilitator or session leader, as well as other group members. Standing close to the 
whisperer(s) will stop their conversation. Enforce one conversation at a time with the entire group.
The Loudmouth
(Monopolizers) Talks too often and too loudly; dominates the discussion; seemingly impossible to shut up; may be someone who has a higher rank than other group members. Record input if on topic. If not, direct conversation away; stand in front of person for a short time; talk to during break.
The Attacker Launches verbal, personal attacks on other group members and/ or facilitator; constantly ridicules a specific participant’s or constituency view. Stand between two people fighting; stop attacks; use additional ground rules 
to control.
The Interpreter Always speaks for someone else, usually without invitation to do so; restates ideas or meanings and frequently distorts it in the process. First get original speaker to confirm without embarrassing or putting on the spot and then pass the “talking stick.”
The Sleeper Challenged to stay awake, especially during late afternoon sessions. Ideally, open a window.   Practically, walk around them if possible or apply “hand lotion” near them.
The Know-it-all Uses credentials, age, seniority, etc, to argue a point; focuses group attention on opinion and status as opposed to the real issue. Often a supervisor or manager; write it down to satisfy and challenge them about relevancy and proof.
The Backseat Driver Keeps telling the session leader or facilitator what to do—or not do; attempts to control the meeting by downgrading facilitator’s efforts. Listen to some comments—they may be good; never turn over control; talk to during breaks; enforce roles.
The Busybody Always ducking in and out of meetings, does not ask subordinates to hold calls, tries to give impression of being too busy (and therefore important) to devote full attention to the meeting and the group. Deal with like the latecomer or early leaver; try to establish rules to control during preparation. Allow frequent bio-breaks for people to react to their electronic leashes.
The Interrupter Jumps into the discussion and cuts off someone else’s comments; acts impatient, too excited, or concerned that own ideas will not be acknowledged. Stop them immediately to protect the source; always get back to them but do not allow them to interrupt; they will learn.
The Uninvited Show up without an invitation Explain and enforce the role of Observer, noting they may speak during breaks.
Negative Nancy Voiced skepticism, shrouded with genuine concern. Use the “What—So What—Now What” tool. They may know something significant. Meet them privately before the meeting.
The Quiet Person While it is true that we are not going to convert quiet people into aggressive extroverts who dominate a meeting, there are steps that facilitators can take to transform the velocity of contributions from quiet people. 1.     Interview your participants2.     Breakout sessions

3.     Non-verbal solicitation

4.     Reinforce during break

5.    Round-robins & Post-It note approaches

Let us know what you think by commenting below. For additional methodology and team-based meeting support for your change initiatives, refer to “Change or Die, a Business Process Improvement Manual” for much of the support you might need to lead more effective groups, teams, and meetings.

Become Part of the SolutionImprove Your Facilitation and Methodology Skills

The FAST curriculum on Professional Facilitation Skills details the responsibilities and dynamics of an effective facilitator and methodologist. Remember, nobody is smarter than everybody, so consult your FAST Facilitator Reference Manual or attend a FAST professional facilitative leadership-training workshop offered around the world (see MG Rush for a current schedule — an excellent way to earn 40 PDUs from PMI, CDUs from IIBA, or CEUs).

Do not forget to order Change or Die if you’re working on a business process improvement project. It provides detailed workshop agendas and numerous tools to make your role easier and your team’s performance a lot more effective—daring you to embrace the will, wisdom, and activities that amplify a facilitative leader.

Here Are Two Effective Five-Minute Icebreakers for Large Groups


All groups, especially very large groups, are known to perform better when the participants know something about each other. While time constraints prohibit traditional, self-spoken icebreakers with large groups (eg, 60 people for two minutes each burns two hours), some time for social bonding remains effective. Consider the following, simple, easy, and quick approach when working with very large groups, even hundreds of people, to instill a broader sense of group consciousness and networking.

Getting to Know One Another

Getting to Know One Another

The simple rule requires participants to stand when they can answer ‘affirmative’ to one of your pre-built questions. For example, “Stand up if you had to fly to get here.”

Other questions that capture but a small sliver of potential questions you might ask include:

  • Stand up if you have worked for this organization for five years.
    • Keep standing if ten years, twenty, etc.
  • Stand up if you have one pet.
    • Keep standing if you have two pets, three pets, etc.
  • Stand up if you were born in another country (or state, or city)?
  • Stand up if you lived in another country for more than one year?
    • Keep standing if five years, ten, etc.
  • Stand up if you love music? Country? Jazz? Classical? Rap?
  • Stand up if you have a tattoo
    • Keep standing if you have two, three, five, etc.
  • Stand up if you have ever broken a bone.
  • Stand up if your favorite James Bond actor is Sean Connery.
    • Roger Moore, Pierce Brosnan, Timothy Dalton, Daniel Craig . . .
  • Stand up if you drive a Volvo.
    • BMW, Ford, Mercedes, etc.

Also consider bifurcating your group to create some healthy tension. The “Would You Rather?” approach generates high energy, even among people that presumably know each other quite well. This approach can also be used with smaller groups. For example,

  • Would you rather beableto be invisible, or
    • Able to read others’ minds?
  • Would you rather live without music, or
    • Live without television?
  • Would you rather be four feet tall, or
    • Eight feet tall?
  • Would you rather have a Texan accent and live in New York City, or
    • Have a New York accent and live in Texas?
  • Would you rather marry your first boyfriend/ girlfriend, or
    • Someone your parents choose for you?
  • Would you rather be granted the answer to any three questions, or
    • Be granted the ability to resurrect one person?
  • Would you rather always show up 20 minutes late for everything, or
    • Always show up 90 minutes early for everything?
  • Would you rather work for your oldest sibling, or
    • Your best friend?
  • Live in a home without electricity, or
    • Running water?

Have some fun and create your own. These work with large groups because the directions are short and simple, as long as everyone can hear the requirements to standing up. In our experience, everyone will quickly quiet down and pay attention so they know when they are supposed to stand. You can also interject some of your personality, or a preview of the days’ events based on your questions. Write back to us about your experience and suggestions when using icebreakers with large groups.

Let us know what you think by commenting below. For additional methodology and team-based meeting support for your change initiatives, refer to “Change or Die, a Business Process Improvement Manual” for much of the support you might need to lead more effective groups, teams, and meetings.

Become Part of the SolutionImprove Your Facilitation and Methodology Skills

The FAST curriculum on Professional Facilitation Skills details the responsibilities and dynamics of an effective facilitator and methodologist. Remember, nobody is smarter than everybody, so consult your FAST Facilitator Reference Manual or attend a FAST professional facilitative leadership-training workshop offered around the world (see MG Rush for a current schedule — an excellent way to earn 40 PDUs from PMI, CDUs from IIBA, or CEUs).

Do not forget to order Change or Die if you’re working on a business process improvement project. It provides detailed workshop agendas and numerous tools to make your role easier and your team’s performance a lot more effective—daring you to embrace the will, wisdom, and activities that amplify a facilitative leader.

How to Develop the Basis for a Successful Meeting or Workshop in Four Easy Steps


Purpose

This activity establishes the program purpose, project scope, session (ie, meeting or workshop) deliverables, and potential participants.

Develop the Basis in Four Easy Steps

Develop the Basis in Four Easy Steps

Method

Do the following:

  1. Write down your deliverable and strive to Get Examples! Deliverables illustrate the required documentation and needed information. What are we producing? Show participants examples if available. Compare with the enterprise strategic plan to help reconcile tradeoffs in the decision-making process.
  2. Quantify impact from the meeting on the program and articulate the project scope. Identify the level of detail desired, the type of session (planning, problem solving, design, etc.), and what to accomplish in the workshop. Understand what might be excluded (due to scope); or what the purpose and scope are NOT.
  3. Identify and compose the steps that enable you to organize the known information, identify the missing information, and produce the deliverables identified previously. Rely on your organization’s methodology or life cycle. The best sources for your draft method are (in order of preference):
    • Proprietary or in-house life cycle
    • Team charter, prior work, or FAST cookbook agendas
    • Experience—look at past successful workshops (or CoP; ie, community of practice), ask, “What questions need to be answered to satisfy the purpose of the workshop?” Consider the Single-Question tool approach.
    • Talk to the project manager, technical partner (ie, the methodologist), or other organizational experts.
    • Go to a library or bookstore but do NOT rely on Google®.

THE THREE STEPS ABOVE YIELD A STRAW MODEL OR SIMPLE MEETING OR WORKSHOP AGENDA.

For Lean or Agile also consider

– Existing enterprise systems or processes (life cycle)

– Architecture infrastructure (consider drafting a baseline architectural pattern)

– Scoping/ phasing (what high level information is known)

– Consider existing process models, high level ERD, and actors’ security/ policy

  1. Identify the most appropriate participants. Identify what knowledge or expertise each needs to bring to the workshop. Determine how much of the agenda the participants understand and can reasonably complete in a group environment. Identify what issues they have—do they need team building or creativity or some management of behavior? Find someone who will provide resistance at the meeting so that you can learn to anticipate challenges that will develop. You may not want to avoid the issues because they need to surface; however, you do not want to be surprised or caught off guard.

Walk through the steps to see if you can produce the desired results with the proposed participants. Do the steps allow the group to build on prior work without jumping around? Are the steps logical? Will the deliverables be comprehensive?

NOTE: Identify the known information at the start of the proposed workshop. Some information was probably built before this workshop. It may be output from prior workshops. It may be planning or scope documents. This information should only be reviewed and not built from scratch, if acceptable.

Let us know what you think by commenting below. For additional methodology and team-based meeting support for your change initiatives, refer to “Change or Die, a Business Process Improvement Manual” for much of the support you might need to lead more effective groups, teams, and meetings.

Become Part of the SolutionImprove Your Facilitation and Methodology Skills

The FAST curriculum on Professional Facilitation Skills details the responsibilities and dynamics of an effective facilitator and methodologist. Remember, nobody is smarter than everybody, so consult your FAST Facilitator Reference Manual or attend a FAST professional facilitative leadership-training workshop offered around the world (see MG Rush for a current schedule — an excellent way to earn 40 PDUs from PMI, CDUs from IIBA, or CEUs).

Do not forget to order Change or Die if you’re working on a business process improvement project. It provides detailed workshop agendas and numerous tools to make your role easier and your team’s performance a lot more effective—daring you to embrace the will, wisdom, and activities that amplify a facilitative leader.

How to Understand the Political Risks of Meetings Using an Interview Method


Interview Method

Interview participants to understand as much as possible about them, the people they work with, and their business. Speak with all the participants, preferably one-on-one for about 30 minutes each. Speak with each face-to-face, or at least by way of a teleconference.

Interview1

Interviewing Overview

 

Interview Sequence

First meet the executive sponsor, the business partners, the project team, and then the participants. Keep your interviews around twenty to thirty minutes each. Conduct the interviews privately and assure participants that their responses will be kept CONFIDENTIAL.

Interview Objectives  

Interview the participants to understand:

  • To become familiar with their job, their business, and their expectations
  • To confirm who should, or should not, attend and why
  • To help them show up better prepared to contribute
  • To identify potential issues, hidden agendas, and other obstacles
  • To identify scheduling conflicts and other concerns
  • To transfer ownership of the purpose, scope, and deliverables

INTERVIEWING QUESTIONS

The following are well-sequenced questions that you should ask. Begin each interview explaining your role and the purpose of the interview. Ask for permission to take notes. Use open-ended questions, sit back, and listen to the person—discover their value and value add to the initiative you are supporting.

Facilitator Style Questions

Interviewing Questions

Interviewing Questions

Selection

Optimally you should choose the best participants. The business and technical partners with the executive sponsor approve the list. The method works like this:

  • Ask the partners who should participate—make a list.
  • Ask the executive sponsor who should participate—adjust 
the list.
  • Ask each participant who should participate—adjust the list.

When you have finished interviewing the participants, explain to the partners who you believe should participate and why. The partners will accept or modify the list. Once you both agree, have the partners get the executive sponsor to approve.

Let us know what you think by commenting below. For additional methodology and team-based meeting support for your change initiatives, refer to “Change or Die, a Business Process Improvement Manual” for much of the support you might need to lead more effective groups, teams, and meetings.

Become Part of the SolutionImprove Your Facilitation and Methodology Skills

The FAST curriculum on Professional Facilitation Skills details the responsibilities and dynamics of an effective facilitator and methodologist. Remember, nobody is smarter than everybody, so consult your FAST Facilitator Reference Manual or attend a FAST professional facilitative leadership-training workshop offered around the world (see MG Rush for a current schedule — an excellent way to earn 40 PDUs from PMI, CDUs from IIBA, or CEUs).

Do not forget to order Change or Die if you’re working on a business process improvement project. It provides detailed workshop agendas and numerous tools to make your role easier and your team’s performance a lot more effective—daring you to embrace the will, wisdom, and activities that amplify a facilitative leader.

What Aristotle Might Say to Facilitators Who Cannot Remove Their Biases


Argumentation can be described as the SMart approach to persuasion. It combines appeals to logic, or the Scientific Method, along with an appreciation of artistic attributes that that make the appeals more persuasive and convincing. Specifically Aristotle discusses three drivers of persuasive success: Ethos, Logos, and Pathos. Good facilitators ought familiarize themselves with all three.

Ethos (Greek for ‘character’) captures a sense of credibility and refers to the trustworthiness or credibility of the presenter. Ethos may be expressed through tone and style of message, transforming the speaker into an authority on the subject. It lends itself to the creation of reputation and exists independently from the message. The impact of ethos is often called an argument’s ‘ethical appeal’ or the ‘appeal from credibility.’  (Pre-Test)

Three Forms of Persuasion

Three Forms of Persuasion

Aristotle tells us that the appeal from ethos should not come from appearances, but from a person’s use of language. To improve one’s credibility, minimize or avoid using the first person singular “I” or “me.” Substitute the integrative “we” or “us” or refer to the collective and pluralistic “you.” Today, advertising relies much on ethos and takes the form of credible spokespeople, such as Michael Jordan selling underwear. The historical view holds that three characteristics help fortify ethos, all that should be embraced by a facilitator, namely:

  1. Good moral character,
  2. Good sense, and
  3. Goodwill

Logos (Greek for ‘word’) refers to the internal consistency and reasoning of the message—clarity of the claim, logic of its reasons, and effectiveness of supporting evidence. Presumably Aristotle’s favorite approach, ‘logos’ captures the logic used to support claims (induction and deduction) and will likely include supporting facts and statistics.

The impact of logos may be called an argument’s logical appeal.

A facilitator supports inductive logic by challenging participants for facts, evidence, and support and allowing them to develop a general conclusion. Or, you can facilitate deductive reasoning by challenging participants with a general proposition and then eliciting from them specific facts, evidence, and support.

Pathos (Greek for ‘suffering’ or ‘experience’) is frequently referred to as an emotional appeal but it also refers to an ‘appeal to the audience’s sympathies and imagination.’ The persuasive appeal of pathos facilitates participants’ sense of identity, their self-interests, and emotions. Many consider pathos the strongest of the appeals.

Be cautious as appeals to participants’ sense of identity and self-interest exploit common biases. They naturally bend in the direction of what is advantageous to them, what serves their interests or the interests of the groups to which they belong.

The three appeals above belong to some of the styles used to describe rhetoric, which we define as the “art of adjusting ideas to people, and people to ideas.” Fortify yourself with a deeper understanding of rhetoric and argumentation if you truly want to become a better facilitator.

Let us know what you think by commenting below. For additional methodology and team-based meeting support for your change initiatives, refer to “Change or Die, a Business Process Improvement Manual” for much of the support you might need to lead more effective groups, teams, and meetings.

Become Part of the SolutionImprove Your Facilitation and Methodology Skills

The FAST curriculum on Professional Facilitation Skills details the responsibilities and dynamics of an effective facilitator and methodologist. Remember, nobody is smarter than everybody, so consult your FAST Facilitator Reference Manual or attend a FAST professional facilitative leadership-training workshop offered around the world (see MG Rush for a current schedule — an excellent way to earn 40 PDUs from PMI, CDUs from IIBA, or CEUs).

Do not forget to order Change or Die if you’re working on a business process improvement project. It provides detailed workshop agendas and numerous tools to make your role easier and your team’s performance a lot more effective—daring you to embrace the will, wisdom, and activities that amplify a facilitative leader.

Facilitate: Indispensable in Guide to the Business Analyst Body of Knowledge®


How to run a better meeting is like learning to be a better listener, easy to understand but hard to do. Why? Poor muscle memory. What can we do about it? Change our muscle memory.

While perfect practice remains the best way to overcome poor muscle memory, take a closer look at the International Institute of Business Analysis™ (IIBA®), in particular the newest edition of their Guide to the Business Analyst Body of Knowledge® known as BABOK® Guide v3.

In its strong compendium about disciplined and structured thinking, the term ‘facilitate’ appears 112 times over 514 pages. Statistically, ~25 percent of its pages indicate the need, reference, or link to the importance of facilitation.

Good and Bad Muscle Memory

Good and Bad Muscle Memory

Interestingly, and perhaps to avoid redundancy, the IIBA provides two different operational definitions for the term ‘facilitation.” In section (9.5.1) focused exclusively on facilitation, they state (pg 217) that:

Facilitation is the skill of moderating discussions within a group in order to enable all participants to effectively articulate their views on a topic under discussion, and to ensure that participants in the discussion are able to recognize and appreciate the differing points of view that are articulated.

Later in the much-appreciated Glossary, they use the following definition (pg 456):

facilitation: The art of leading and encouraging people through systematic efforts toward agreed-upon objectives in a manner that enhances involvement, collaboration, productivity, and synergy.

While we concur with their assertions, we also humbly suggest that facilitation is both an art AND a science. We use the term SMart, suggesting the combination of an objective scientific method (SM) combined with the subjective and adjustable features, the ‘art’ (ergo, SMart). To the extent possible, we aspire toward repeatable, consistent outputs by using the rigor of disciplined structure.

The IIBA further provides reference to many of the opportunities for us to improve our muscle memory by becoming better facilitators, and although too many to list, here are a few samplings where you ought focus your practice efforts to become more facilitative when leading groups of people:

  • facilitate alignment of goals and objectives
  • facilitate analysis and deep understanding of the organization’s processes
  • facilitate articulation of the product vision statement
  • facilitate consensus building and trade-offs and ensures that solution value is realized and initiative timelines are met
  • facilitate coordinated and synchronized action across the organization by aligning action with the organization’s vision, goals, and strategy
  • facilitate cost management and reduce duplication of work
  • facilitate decision making and conflict resolution, and ensure that all participants have an opportunity to be heard
  • facilitate drawing and storing matrices and diagrams to represent requirements
  • facilitate estimations of the value realized by a solution
  • facilitate holistic and balanced planning and thinking
  • facilitate identification of potential improvements by highlighting “pain points” in the process structure (ie, process visualization)
  • facilitate interactions between stakeholders in order to help them make a decision, solve a problem, exchange ideas and information, or reach an agreement regarding the priority and the nature of requirements
  • facilitate knowledge transfer and understanding
  • facilitate meetings with set agendas and meeting roles or informal working sessions
  • facilitate organizational alignment, linking goals to objectives, supporting solutions, underlying tasks, and resources
  • facilitate planning, analyzing, testing, and demonstrating activities
  • facilitate recording, organizing, storing, and sharing requirements and designs
  • facilitate release planning discussions
  • facilitate requirements and designs traceability
  • facilitate review sessions, keeps participants focused on the objectives of the review and ensure that each relevant section of the work product is covered
  • facilitate stakeholder collaboration, decisions, and to understand the relative importance of business analysis information
  • facilitate the approval process
  • facilitate the change assessment process
  • facilitate the process of prioritization
  • facilitate understanding and decision making, the value of proposed changes, and other complex ideas
  • facilitate workshops

They also provide some wonderful goals of effective facilitation including:

  • encouraging participation from all attendees,
  • ensuring that participants correctly understand each other’s positions,
  • establishing ground rules such as being open to suggestions, building on what is there, not dismissing ideas, and allowing others to speak and express themselves,
  • making it clear to the participants that the facilitator is a third party to the process and not a decision maker nor the owner of the topic,
  • preventing discussions from being sidetracked onto irrelevant topics,
  • remaining neutral and not taking sides, and
  • using meeting management skills and tools to keep discussions focused and organized.

Finally, it is interesting that in this third edition, within the Section called Interaction Skills, they broadened the scope of facilitation by:

  • Facilitation and Negotiation—split competencies and renamed Facilitation

Particularly interesting to us since many times participants are in violent agreement with each other, but need a solid facilitator to arrive at common understanding.

Let us know what you think by commenting below. For additional methodology and team-based meeting support for your change initiative, refer to “Change or Die, a Business Process Improvement Manual” for much of the support you might need.

Become Part of the SolutionImprove Your Facilitation Skills

The FAST curriculum on Professional Facilitation Skills details the responsibilities and dynamics mentioned above. Remember, nobody is smarter than everybody, so consult your FAST Facilitator Reference Manual or attend a FAST professional facilitative leadership-training workshop offered around the world (see MG Rush for a current schedule — an excellent way to earn 40 PDUs from PMI, CDUs from IIBA, or CEUs).

Do not forget to order Change or Die if you’re working on a business process improvement project. It provides detailed workshop agendas and detailed tools to make your role easier and your team’s performance a lot more effective—daring you to embrace the will, wisdom, and activities that amplify a facilitative leader.

Compelling Reasons for Structured Meetings: Positive Impact on Stakeholders


Background

The dynamism of business wisdom demands the application of knowledge, stuff that is ‘in−formation’ (not static). Compound those dynamics with the challenge of organizing a group of people, where nobody is smarter than everybody. Groups of people fail (or operate at sub-optimal levels) either because they don’t care, don’t have the talent, or don’t know how. In 1985, structured facilitation training (aka interactive design) was introduced by MGRush to instruct HOW TO get a group of people to focus on the right question (topicality) at the right time (sequencing). Knowing that there is typically more than one right answer, and with a sincere and dedicated effort toward continuous improvement, the curriculum has advanced beyond its ‘in−formation’ heritage to focus on group decision making, planning, analysis, and prioritization. Not surprisingly, since nearly all of MGRush’s business develops through ‘word-of-mouth’, they were contacted by an alumni to help justify providing in-house training with its FAST proprietary curriculum on leadership, facilitation, and methodology. Following is the justification.

Situational Fact  

A percentage of meeting time goes unproductive and entire meetings may be construed as ineffective.

  • Meetings are a real expense and the frequency and duration of meetings has been steadily increasing in the USA.
  • Studies have estimated that meetings are at most 50 percent productive.
  • Poorly run meetings are so prevalent that some people and organizations have developed “meeting dementia.”
  • Meetings are essential to developing common understanding and generating higher quality decisions than lone individuals.

Implications

With structured meetings, organizations can avoid 25 to 35 percent of costs, or hundreds of millions U$D per year.

  • While organizations lose money due to ineffectiveness, individuals are forced to work longer hours to compensate.
  • The culture of an organization can be negatively impacted, causing the departure of highly valued contributors.
  • A major insurance company discovered a 400 percent increase in an information technology project productivity, compared to using serial interviews and aggregating requirements through unstructured discussions.
  • Frequently it has been observed that ‘requirements’ are not ‘bad’, rather additional expenses are driven by what is inadvertently omitted or missed.

Recommendations

At minimum on a pilot basis, embrace a structured approach within a limited scope of our operations.

  • Secure management commitment to improving meeting efficacy and supporting workshops where appropriate.
  • Enable the facilities, supplies, and resources to pursue the benefit of structured meetings.
  • Empower select individuals with expert, professional training.

Situational Fact

Employees spend hundreds of hours leading meeting without robust training. Unstructured discussions lead to confusion and sometimes opposing or contradictory interpretations and conclusions.

  • Communication problems are a simple fact. Frequently people are in violent agreement with each other.
  • The following list highlights14ofthemostfrequently mentioned problems by over 1,000 managers (alpha sort):
    Structuring Meetings

    Structuring Meetings

    • Disorganized
    • Dominators
    • Getting off subject
    • Inconclusive
    • Ineffective for making decisions
    • Ineffective leader/ lack of control
    • Interruptions (inside and out)
    • Irrelevant information discussed
    • No goals or agenda
    • Poor preparation
    • Rambling discussion individuals
    • Started late
    • Time wasted
    • Too long

Implications

The problems listed above are real and negatively impact the organization, stakeholders, and culture.

  • Organization may regress compared to their competitors and competitive options.
  • Individuals are not stimulated to think about important and costly options, opportunities, and requirements.
  • Incremental and evolutionary growth becomes accepted rather than revolutionary growth and breakthroughs that get missed.
  • The culture trends toward becoming reactive rather than proactive, following rather than leading.
  • Some participants are satisfied with any decision and remain unconscious about the importance of decision quality.

Recommendations

Promote a new effort toward meeting efficacy and group focus, starting with properly trained leaders.

  • Ratify funds to be allocated both internally for supplies and externally for professional training.
  • Enable resources to provide internal observation, back-up, and feedback to ensure ‘perfect practice’ of new skills learned.
  • Realizing the importance of meeting management and effective facilitation, consider building a Community of Excellence.
  • Appreciate the criticality of ongoing training and anticipate advanced training in the future based on in-house methodologies.

Benefits

Sorry about the long list, but no apologies for the real and sustaining benefits (alpha sort):

  • Ability to test for the quality of the deliverable before meeting concludes (valuable since the worst deliverable of any meeting is another meeting).
  • Agendas, approaches, tools, deliverables and outputs become more repeatable and consistent.
  • Analysts obtain higher quality, more comprehensive information.
  • Coherent communication among workshop participants, project, steering, and dependent teams.
  • Employees learn HOW TO THINK, and become more effective from “board room to boiler room” as principles radiate from the trained session leaders to their participants.
  • Faster results: facilitated sessions can accelerate the capture of information, especially if the meeting participants
    (aka subject matter experts) arrive prepared with an understanding of the questions and issues that need to be discussed.
  • Fewer omissions—projects accelerate with increased clarity and reduced uncertainty.
  • Heightened involvement and understanding by all stakeholders.
  • Higher quality results: groups of people generally make higher quality decisions than the smartest person in the group. Facilitated sessions encourage the exchange of different points of view enabling the group to identify new options, and it is a proven fact that people or groups with more options at their disposal make higher quality decisions.
  • Major reduction of total resources compared to serial interviewing and aggregation techniques.
  • People stimulate people: properly facilitated sessions can lead to innovation and the catalyst for innovative opportunities because multiple perspectives generate a richer (360 degree) understanding of a problem or challenge, rather than a narrow, myopic view.
  • Transfer of ownership: facilitated sessions build further action by creating deliverables that support follow-up.
  • Witness a decline of smart people making dumb decisions.

Glossary

Stakeholders, includes both internal and external customers and project team whom all have a stake in the outcome.

Workshops are meetings focused on a single topic and deliverable, NOT simply informational-exchange, rather they build. Like projects, workshops have at least three phases: preparation, the workshop itself, and resolution:

  1. The key to successful preparation is meeting with management and participants to determine objectives, estimate and plan the workshop, prepare the participants, develop agendas, and complete the logistics.
  2. The workshop itself is a concentrated environment with extensive use of visuals striving for win-win situations, defined as consensus.
  3. The resolution phase completes the documentation, resolves open issues, and communicates with stakeholders about next steps.

❖   Interactive design (defined): A structured meeting designed to extract high-quality information from stakeholders in a compressed time-frame using a proven methodology, visual aids, and a workshop process to enhance communications—uses a neutral facilitator to guide participants through a structured, yet flexible approach, towards a common goal (ie, deliverable).

Let us know what you think by commenting below. For additional methodology and team-based meeting support for your change initiative, refer to “Change or Die, a Business Process Improvement Manual” for much of the support you might need.

Become Part of the SolutionImprove Your Facilitation Skills

The FAST curriculum on Professional Facilitation Skills details the responsibilities and dynamics mentioned above. Remember, nobody is smarter than everybody, so consult your FAST Facilitator Reference Manual or attend a FAST professional facilitative leadership-training workshop offered around the world (see MG Rush for a current schedule — an excellent way to earn 40 PDUs from PMI, CDUs from IIBA, or CEUs).

Do not forget to order Change or Die if you’re working on a business process improvement project. It provides detailed workshop agendas and detailed tools to make your role easier and your team’s performance a lot more effective—daring you to embrace the will, wisdom, and activities that amplify a facilitative leader.

94 Different Types of Meeting Purposes Based on More than One Dozen Factors


While by no means ‘exhaustive’, we researched and assembled various meeting types from dozens of sources, too many to provide attribution for a brief blog (write us if you want more detail). We discovered it somewhat humorous that the world does not agree on the definition of a ‘type.’ We discovered meeting types are stratified by:

Illustration of the Author After Completing This Article

Illustration of the Author After Completing This Article

  • Audience (eg, shareholder vs. stakeholder)
  • Deliverable (output)
  • Location (onsite vs. offsite)
  • Meeting leader role (manager vs. facilitator)
  • Outcome (desired)
  • Resource (eg, production vs. project)
  • Rules (eg, open vs. private)
  • Size (quantity of participants and size of venue)
  • Style (eg, face to face vs. virtual)
  • Timing (variations included chronology, duration, frequency, and preparation time)
  • Topic (eg, financial review vs. party), and
  • Variants that probably us

Some sources provided context and justified their topology. We especially love the following comment because it is so definitive, albeit wrapped in truth (source-Seth Godin):

“There are three types of meetings. Meetings are marketing in real time with real people. (A conference is not a meeting. A conference is a chance for a circle of people to interact). There are only three kinds of classic meetings:

  1. This is a meeting where attendees are informed about what is happening (with or without their blessing). While there may be a facade of conversation, it’s primarily designed to inform.
  2. This is a meeting where the leader actually wants feedback or direction or connections. You can use this meeting to come up with an action plan, or develop a new idea, for example.
  3. This is a meeting where the other side is supposed to say yes but has the power to say no.”

—OR—

“While there are a variety of reasons for call group meeting (some of which have little to do with decision making or problem solving), for our purposes we will categorize decision-making meetings into one of the following.

  1. Strategy
  2. Problem solving
  3. Operational decisions
  4. Evaluation”

—OR—

“There are six types of meetings:

  1. Organizational meetings;
  2. Regular meetings;
  3. Special or emergency meetings;
  4. Work sessions;
  5. Public hearings; and
  6. Executive sessions.”

We did little to cleanup or edit the following and do not attempt to defend it, rather to share it. Where redundancies were obvious we combined some definitions. Some meeting types were provided without definition. Some types appear redundant, but due to rhetorical differences, we could not be certain if they were identical or not so we left them as discrete meeting types.

The 94 types of meetings we identified are as follows.

  1. Ad hoc Meetings: A meeting called for a special purpose. A good example of an ad-hoc meeting is a team of individuals chosen by the company to join a trade show and represent the company so a meeting is needed to discuss the important things and activities during the event.
  2. Board Meetings: If the meeting participants are solely board and directors members of the organization, definitely it is termed as board meeting.
  3. Brainstorming Meetings
  4. Breakout Meetings
  5. Business Meetings: With customers, clients, colleagues, etc.; often require presentations.
  6. Class Meetings
  7. Client Meetings: Some organizational teams start working on a new project and possibly a new client through a discussion.
  8. Collaborative Meetings: Some of your employees and managers may work closely with suppliers, customers or business partners on projects such as joint product development or supply chain improvements. Bringing external groups into meetings with your employees helps to strengthen business relationships and gives your employees a greater sense of customer focus.
  9. Combination Meetings: A type of meeting according to objective is called combination meeting wherein two or more of the meeting categories are applied in a single meeting session.
  10. Commitment Building Meetings
  11. Community Meetings: To interpret decisions, get input, build relationships, gain trust, etc.
  12. Conference Call Meetings
  13. Conferences: A highly structured, moderated meeting, like a presentation, where various participants contribute following a fixed agenda.
  14. Coordinating Meetings: To assure all know what’s happening when and who is responsible.
  15. Creative Meetings: To define new markets, create new products, etc.
  16. Discussions: A meeting where the leader actually wants feedback or direction or connections. You can use this meeting to come up with an action plan, or develop a new idea, for example.
  17. Emergency Meetings: A meeting called to address a crisis, whether internal or external. Such meetings are often arranged with very little notice. If the emergency meeting conflicts with another appointment, the emergency meeting typically takes precedence. If a serious problem, such as a fire or major financial loss occurs, it’s essential to inform the whole company so that all employees understand the implications and the changes that will occur. In the event of a serious fire, for example, employees may have to work in temporary accommodation with limited access to telephones and other resources. A major disaster or loss may lead to redundancies or even closure. By communicating openly in the meeting, you can reduce feelings of uncertainty in the workforce and avoid the risk of rumors spreading.
  18. Evaluation Meetings: Evaluation meetings are held to evaluate a new process, structural modification, new program, etc. The important issue is to establish a set of evaluative criteria based on the goals of the new program or process.
  19. Event Planning Meetings
  20. Executive Sessions: If allowed by charter, these meetings are closed to the public and press and generally are held for discussion of legal (litigation, advice from counsel, etc.), personnel, or other confidential matters. There are very specific legal provisions for closing the meeting such as recording the vote of council members who authorized the meeting and recording the circumstances of the meeting in the official minutes of the municipality. Executive meetings should be held only in accordance with the strict mandates of the Open Meetings Act.
  21. Family Meetings
  22. Feedback Meetings: Feedback meetings are conducted when the purpose is to let individuals provide reactions and feedback to one or several participants on a certain presentation or project.
  23. Feedforward Meetings: When there is a need to make status reports and present new information, participants gather for a feedforward meeting. It is otherwise known as reporting and presenting.
  24. Financial Review (or Update) Meetings
  25. Holiday Meetings
  26. Information Sharing Meetings: Where attendees are informed about what is happening (with or without their blessing). While there may be a facade of conversation, it is primarily designed to inform.
  27. Interdepartmental Meetings: To get input, interpret decisions and policies, share info, etc.
  28. Introduction Meetings
  29. Investigative Meetings: Generally when conducting a pre-interview, exit interview or a meeting among the investigator and representative
  30. Investor Meetings
  31. Keynote Speeches
  32. Kickoff (or First) Meetings: The first meeting with the project team and the client of the project to discuss the role of each team member. This initial gathering is called a kick-off meeting. It is also during this time wherein members are assigned individual tasks on the project.
  33. Large Conference Meetings
  34. Leadership Meetings
  35. Management Meetings: A conference among managers and supervisors is called a management meeting. If the meeting participants are solely board and directors members of the organization, definitely it is termed as board meeting.
  36. Manager Meetings
  37. Meetings to Plan Bigger Meetings
  38. New Business Pitch Meetings
  39. New Product Launch Meetings
  40. Off-site Meetings: Also called “offsite retreat” and known as an meeting in the UK.
  41. One-on-one Meetings: A meeting is not necessarily composed of a group of individuals. A discussion of two individuals is called a one-on-one meeting. Your boss may sometimes conduct a one-on-one meeting with you and the other employees individually to talk about your performance appraisal.
  42. Online Meetings
  43. Open Meetings: Best used for internal team collaborations. No designated host needed. Anyone start meetings at any time.
  44. Operational Decision Meetings: Make decisions such as staffing, purchase, or work method decision. The issue here is the establishment of set of criteria (derived from the goal of the decision and claimant issues) by which to evaluate alternatives.
  45. Organizational Meetings: Usually very soon after each election, a meeting may be necessary to establish the procedures concerning conduct of council meetings. Local practices may vary, but generally the meeting should establish: regular dates, times, and locations for routine council meetings; rules of procedure for conducting business at meetings (Robert’s Rules, etc.); and assignment of council member duties (i.e., mayor pro tempore, committee chairpersons, etc.). Many municipalities adopt and publish a schedule of meeting dates for an entire year, while charter sets others.
  46. Party Meetings
  47. Permission Meetings: This is a meeting where the other side is supposed to say yes but has the power to say no.
  48. Pitch Meetings
  49. Planning Meetings: If certain structuring and future resolutions need to be made, a planning meeting can be called.
  50. Political Meetings
  51. Pre-Bid Meetings: A meeting of various competitors and or contractors to visually inspect a jobsite for a future project. The future customer or engineer who wrote the project specification to ensure all bidders are aware of the details and services expected of them normally hosts the meeting. Attendance at the Pre-Bid Meeting may be mandatory. Failure to attend usually results in a rejected bid.
  52. Presentation Meetings: A highly structured meeting where one or more people speak and a moderator leads the proceedings. The purpose is usually to inform. Attendees may have an opportunity to ask questions, but typically their participation is limited.
  53. Private Meetings: Used for managed meetings, where the host has control. Meeting starts when host opens meeting. Host controls who can or cannot enter live meeting and host controls role delegation.
  54. Problem-Solving Meetings: When a specific problem emerges, usually manifesting itself in the form of some type of response from a dissatisfied stakeholder or claimant, a problem-solving meeting is held. These meeting take one of two general forms.
    1. Solve the immediate problem—the focus of this type of meeting is to determine how to satisfy the immediate concerns of the dissatisfied stakeholder. For example, if a specific customer has received a batch of defective parts, the issue might be, How to we get non-defective parts to this customer?
    2. Solve the long-range problem—the focus of this type of meeting is to reduce the likelihood of a given type of problem surfacing in the future, by diagnosing the cause(s) of this recurring problem and developing a solution consistent with these causes that solves the problem. In the above example, the problem might be defining as, How do we reduce the likelihood of defective parts being produced.
  55. Production Meetings
  56. Project Meetings: Project meetings bring together people from different departments working on a specific task, such as new product development or business reorganization. Project meetings take a number of different forms, including planning and progress meetings, brainstorming sessions, or design and review meetings.
  57. Project Planning Meetings
  58. Public Hearings: The council holds public hearings when it is considering a subject having unusually high community impact and when it is considering items for which local, state, or federal regulations mandate such hearings. The main purpose of such a hearing is to obtain testimony from the public. An issue on which a public hearing is held may be the subject of several work sessions and may generate potentially more citizen participation than can be accommodated at a regular meeting with its other normal business items. An additional meeting of the council for a public hearing can be valuable in providing the public an opportunity to learn the current status of a project and give the council, as the public policy makers, clear indications of public sentiment before making a decision. Additional work sessions at a subsequent meeting generally follow the public hearing before final council action on the matter at a regular hearing.
  59. Public Relations Meetings
  60. Quick Business Meetings: To check-in, coordinate, share info, prepare for next steps, anticipate customer or employee needs, answer questions for each other, etc.
  61. Regular Meetings: This is the official, final public action meeting. It is the only meeting where the council may adopt ordinances or regulations. One very important feature of the regular meeting is the public forum aspect. The regular meeting generally includes at least a citizen comment period and often incorporates a formal public hearing on one or more subjects. While allowing public comment to some degree, the regular meeting always allows the public an opportunity to hear the council discussion on each subject.
  62. Religious Meetings
  63. Report Meetings
  64. Research Review Meetings
  65. Sales Conference: A sales conference is an important communication and motivational tool. Sales representatives spend the majority of their time away from the office, often working alone. Holding a sales conference brings your sales team together with other members of the company who affect their success, such as marketing staff, product specialists and senior managers. You can use the conference to launch important initiatives such as a new product announcement or a major advertising campaign, as well as communicating your company’s plans for the next quarter or the next financial year.
  66. Sales Meetings
  67. School Meetings
  68. Seminar: A structured meeting with an educational purpose. Seminars are usually led by people with expertise in the subject matter.
  69. Shareholder Meetings
  70. Skills Building Meetings
  71. Small Conference Meetings
  72. Special Meetings: Regular meetings are scheduled in advance (usually one or two per month) to allow the public, press, and persons having business for the council to attend the meetings. However, special situations may require convening a special meeting often with little, if any, advance notice. Examples of special meeting items include, but are not limited to: emergency ordinances, unexpected matters requiring official action before the next regularly scheduled meeting, emergency equipment replacement, financial problems, and health and safety emergencies. While the occasional need for such meetings cannot be denied, the term “emergency” should be used very carefully to avoid abuse of the special meeting.
  73. Sports Meetings (and Events)
  74. Staff Meetings: Typically a meeting between a manager and those that report to the manager. Staff meetings enable you to keep employees informed on issues that affect their work. Your managers or supervisors hold regular departmental meetings to update employees on progress or deal with any issues affecting their department. If there is a major policy change or other issue that affects the whole company, you may prefer to hold a meeting of all employees to explain the change.
  75. Stakeholder Meetings
  76. Stand-up Meetings: A meeting with attendees physically standing. The discomfort of standing for long periods helps to keep the meetings short, (no more than 10 minutes to plan the day, make announcements, set expectations, assure understanding and alignment, identify upcoming difficulties, etc.).
  77. Standing Meetings: A regularly scheduled appointment, such as a weekly one-on-one with a boss or a department; or a project meeting taking place at intervals until the project is over. Since these meetings recur, their format and agenda become relatively well established. Although it’s important to hold these meetings at routine intervals for convenience and consistency, at times they can be rescheduled.
  78. Status Meetings: A meeting that is leader-led and is done through a one-way communication reporting is called a status meeting.
  79. Strategy Building Meetings: Strategy or planning meetings are called to determine the future direction of the organization or unit. Generally the issues of the mission and current strategies for achieving it are discussed.
  80. Strategy Review Meetings: Using tools like the SWOT (Strengths, Weaknesses, Opportunities, Threats) model; the current direction of the organization is assessed. If it is discovered that changes in the environment render the current mission and/or strategy inappropriate, a new strategic plan is developed.
  81. Strategy Testing and Adapting Meetings
  82. Task-Related Meetings: Task-related meetings usetheknowledgeandexperienceofgroupmemberstoaccomplish a work task, such as problem-solving, decision-making, fact-finding, planning, etc. These meetings are highly interactive, and involve two-way communication between all participants. Task-related meetings also tend to fall apart more quickly with poor meeting management. The two variations include:
    1. Directed—the leader runs the meeting and controls the agenda. These are the most common types of meetings.
    2. Facilitated—an impartial facilitator runs the meeting and controls the agenda and technique. These are the least common, but are growing in use, as they are the most effective for decision-making and building.
  83. Team Meetings: A meeting among colleagues working on various aspects of a team project.
  84. Termination Meetings
  85. Topical Meetings: A gathering called to discuss one subject, such as a work issue or a task related to a project.
  86. Training Session Meetings
  87. Trip Planning Meetings
  88. Twelve Step Meetings
  89. Update Meetings
  90. Webinar Meetings: For presentations, trainings and town hall meetings. Meeting starts when host opens meeting and attendees are muted upon entry. Host controls host delegation.
  91. Work Meetings: To produce a product or intangible result such as a decision.
  92. Work Sessions (workshops): These are the most common meetings in most municipalities. Work sessions are essentially “shirt-sleeves” meetings where the council discusses issues informally to achieve more complete understanding of one or more subjects. Many work sessions are held in another room away from the formal council chamber with a “round-table” type seating arrangement to promote informal discussion. These sessions take many forms and cover virtually any subject matter. Typical work sessions will include a variety of items and will generally serve as a background discussion about items scheduled for official action at the next regular meeting.
  93. Year Beginning Meetings
  94. Year End Meetings

Much is left to wonder . . . but after this exhausting effort, we would prefer a holiday, party, or sports meeting.  Why do you conduct and attend meetings (please check all that apply):

Let us know what you think by commenting below. For additional methodology and team-based meeting support for your change initiative, refer to “Change or Die, a Business Process Improvement Manual” for much of the support you might need.

Become Part of the SolutionImprove Your Facilitation Skills

The FAST curriculum on Professional Facilitation Skills details the responsibilities and dynamics mentioned above. Remember, nobody is smarter than everybody, so consult your FAST Facilitator Reference Manual or attend a FAST professional facilitative leadership-training workshop offered around the world (see MG Rush for a current schedule — an excellent way to earn 40 PDUs from PMI, CDUs from IIBA, or CEUs).

Do not forget to order Change or Die if you’re working on a business process improvement project. It provides detailed workshop agendas and detailed tools to make your role easier and your team’s performance a lot more effective—daring you to embrace the will, wisdom, and activities that amplify a facilitative leader.

Core Competency: Planning Intends to Change Minds, Not Simply Make Plans


Facilitating a planning session makes you a change agent. Even President Eisenhower (then General) was known to say, “ In preparing for battle I have always found that plans are useless, but planning is indispensable.” While an effective facilitator keeps their group focused on the meeting output (ie, deliverable), the real work begins when the meeting is over, because what we really plan for are new outcomes.

What President Eisenhower was suggesting is that three-ring binders may sit on a shelf and gather dust, but the key deliverable from planning sessions occurs in the fifteen cm (six inches) between our ears.

To change (as a verb) can mean a lot of things including, among others, to:

From Planning to Rewards

From Planning to Rewards

  • Adapt
  • Adjust
  • Alter
  • Amend
  • Differentiate
  • Doctor
  • Evolve
  • Innovate
  • Modify
  • Productize
  • Redesign
  • Refine
  • Remodel
  • Reorder
  • Reorganize
  • Reshape
  • Restyle
  • Revamp
  • Revise
  • Transfigure
  • Transform
  • Tweak
  • Vary

Every one of us has been involved in change, and if you are reading this, you are probably involved in a change effort right now. Congratulations, the ability to lead a group of people to change, agree, and take ownership and maintenance of the future state represents tremendous success for the session leader who got them there.

Groups that are proactive in their approach to change make more money than those who simply react. Many studies point to innovation as the modern driver of profitability. As a core competency, groups who become adept at change, which can convert their creativity into profit (innovation defined), learn the value of effective facilitation. The facilitator, remaining unbiased and neutral about HOW TO change, serves as the primary catalyst and accelerator of change, corporate learning, and financial growth.

The more we mature in the role, the more we understand that corporate reality is subjective and decisions are driven by the perception of reality, from each person. Therefore we embrace learning to ‘homogenize’ our separate realities into our common, objective reality—that is unfortunately accepted by everyone but owned by no one. As context experts, our role during meetings gets people closer to shared understanding, to acceptance of what is truly objective, and to own their commitments and consequences when our meetings conclude. When performed seamlessly, our role helps individuals that help groups that help organizations to exceed their goals and maximize their financial rewards. And to think, it all started with a planning meeting.

In the words of Giuseppe di Lampedusa in The Leopard, even: “If we want things to stay as they are, things will have to change.”

Let us know what you think by commenting below. For additional methodology and team-based meeting support for your change initiative, refer to “Change or Die, a Business Process Improvement Manual” for much of the support you might need.

Become Part of the SolutionImprove Your Facilitation Skills

The FAST curriculum on Professional Facilitation Skills details the responsibilities and dynamics mentioned above. Remember, nobody is smarter than everybody, so consult your FAST Facilitator Reference Manual or attend a FAST professional facilitative leadership-training workshop offered around the world (see MG Rush for a current schedule — an excellent way to earn 40 PDUs from PMI, CDUs from IIBA, or CEUs).

Do not forget to order Change or Die if you’re working on a business process improvement project. It provides detailed workshop agendas and detailed tools to make your role easier and your team’s performance a lot more effective—daring you to embrace the will, wisdom, and activities that amplify a facilitative leader.

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