Categorize as Quick Wins, Tried and True, Wild and Crazy, or Hail Mary Passes


The Payoff Matrix shown in the “two by two” below provides the classic means of prioritizing your options. Using return (ie, Impact of the Solution) and investment (ie, Cost of Implementation, typically time or money) as the criteria dimensions, it sorts your options into one of four categories:

  1. Quick Win (aka, Quick Hit)
  2. Major Opportunity
  3. Special Effort
  4. Time Waster
Return on Investment Payoff Matrix

Return on Investment Payoff Matrix

Perhaps a more engaging and stimulating way to frame the options, substitutes Probability of Success for the investment or cost dimension. If so, the updated matrix would look something like this:

  1. Quick Win
  2. Tried and True
  3. Wild and Crazy
  4. Hail Mary Pass
Probability Based Payoff Matrix

Probability Based Payoff Matrix

Method

Once you have built the options, code them onto small Post-It® notes. Typically alpha coding (ie, A, B, C, etc.) is preferred to numeric coding (ie, 1, 2, 3, etc.) so as not to permit any subtle bias about the relative importance of each. Consider iconic coding as an alternative to strip away all possible bias (ie, ✚, ♢, ✇, etc.)

Place your dimensions on a large white board. Facilitate from the zero point, or middle of the matrix and work one dimension at a time, asking is it more or less than others previously posted, until the groups is satisfied with the array.

Alternative

Break your team into three groups and have each group complete their own coding, probably on a large sheet (ie, 50cm * 75cm) and bring all three matrices to the front. Create a fourth and final matrix by merging the three, facilitating discussion about the differences until the group is satisfied with the final array.

Next Steps

Complete your prioritization effort with two more steps: assign roles and responsibilities for further development and conduct a Guardian of Change to agree on what participants will tell others after your meeting has concluded.

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.

The Primary Reasons for Hosting Workshops Differ from Hosting Meetings


Meetings are typically held for one of the following three reasons:

Workshops and Meetings Support the Life Cycle of Projects and Other Initiatives

Workshops and Meetings Support the Life Cycle of Projects and Other Initiatives

  1. To endorse or decide
  2. To inform
  3. To monitor and review

Workshops on the other hand tend to focus on singular topics and strive to build impactful deliverables. Successful workshops depend on the following:

  • Building a workshop method to engage participants
  • Defining specific deliverables
  • Grouping information gathering activities
  • Policing the workshop method to accomplish those goals

Over the years we have catalogued the various workshops we have facilitated and share the reasons with you, sequenced below in alphabetical order, rather than frequency, importance, or randomness:

  • Any initiative requiring decision-making or consensual agreement between two or more people
  • Business area analysis
  • Business case development (including process optimization)
  • Business performance management (BPM—including balanced scorecard and dashboards)
  • Business process improvement—design or optimization
  • Content management prioritization
  • Executing your strategy, building action plans
  • Gathering requirements
  • Innovation, at least the creativity and ideation portion
  • Key performance, measuring and management indicators
  • Knowledge management (including decision support)
  • Maintenance activity to solve for missing descriptions of changes, precision with requirements, or problem identification
  • New system or business development initiatives
  • Problem situation requiring arbitration or neutrality
  • Project management
  • Problem solving
  • Product development processes
  • Scientific inquiry or challenging paradigms
  • Six Sigma® and Lean or other quality initiatives
  • Strategic planning at any level in the organizational holarchy
  • Team charters (including management perspectives and supporting strategic planning activities or tactical assignments)
  • Virtual meetings and workshops
  • Voice of the customer or advisory groups

Meetings frequently follow workshop activity. For example, numerous meetings will follow a project charter-planning workshop across the life cycle of the project being supported. While dozens of life cycles exist (eg; IPCC, DMAIC, etc.), each workshop has its own life cycle with at least three phases:

  • Preparation—getting yourself and the participants ready
  • Workshop event—gathering the information, making the decisions, and documenting the results
  • Review and resolution—distribute and integrate deliverable, typically into project

Over the next few issues we will take a look at various components required to support each phase, with required and optional roles that support a successful workshop endeavor.

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.

Does a Facilitator Need to be a Subject Matter Expert? (Content vs. Context)


Some of the best facilitators are NOT Subject Matter Experts within the topic and scope of the discussion; however, NOR can they afford to be subject matter ignorant. They need to be subject matter conversant and understand the terms being used and the relationship of those terms to the deliverable, but they do NOT have to have an ‘answer.’

Effective Facilitators Avoid Content Kowtow by Participants

Effective Facilitators Avoid Content Kowtow by Participants

For example, this author facilitated sessions in North America, Europe, and Asia with radiologists and directors of radiology for a manufacture to help them design their next generation of CT (Computerized Tomography) scanners. While NOT a physicist or radiologist, with strong preparation to understand the basic and essential principles of operation, we were highly effective at facilitating discussions around pain points and possible solutions.

Neutrality, curiosity, and willingness to challenge assumptions are far more important facilitator skills than being expert on the topic. Without the humility that encourages one to ‘seek to understand rather than being understood’, participants will drop out, go quiet, and disengage because they are thinking: “If this person (the leader or facilitator) already has the answer, then why are they seeking out my opinion?”

The better challenge or question may be, “What is the unit of measurement for distinguishing between ‘subject matter expertise’ and ‘subject matter conversant’?” For us, the answer is simple.

Before the session begins, the facilitator and participants ought have properly prepared. Optimal preparation includes writing down the meeting purpose, scope, deliverables, and simple agenda before the meeting begins. Make sense? Hopefully you understand that the facilitator, at minimum, better know the reason of the meeting, WHY it is important (ie, purpose), WHAT will be covered and NOT covered during the meeting (ie, scope—that is necessary to prevent meeting scope creep, the number one killer of meetings), WHERE the group is headed (ie, the deliverable or what DONE looks like), and HOW they are going to get there (ie, the agenda or prepared structure).

Therefore the unit of measurement becomes the glossary or lexicon. To what extent does the facilitator understand the terms being used in the prepared meeting purpose, scope, deliverables, and simple agenda? To what extent does the facilitator’s understanding of those terms harmonize with the understanding of the participants, their culture, and the project team or work that must occur after the meeting concludes? To what extent do the participants share the same or identical meaning of the terms being used?

We illustrate this importance by challenging you to explain the difference between a ‘goal’ and an ‘objective’. To us, they are NOT the same things. We prefer an operational definition suggesting that ‘goals’ are directional and somewhat fuzzy. For example, a mountain climber may have a ‘goal’ of getting some good photographs when they reach the summit. An ‘objective’ however is truly SMART—ie, Specific, Measurable, Adjustable (our preferred deviation from Deming’s original definition of Achievable), Realistic, and Time-based. For example, a mountain climber may need to be sheltered in a tent and sleeping bag at 3,000 meters by 17:00 before a storm blows in or they risk freezing to death.

Some culture define ‘goals’ and ‘objectives’ the opposite of our preference, defining ‘objectives’ as fuzzy and goals as SMART. A good facilitator is agnostic, and can use either set of definitions, but knows the importance of determining the optimal definitions BEFORE the meeting begins. They are responsible for controlling the context (ie, contextual expertise) and not the content (ie, subject matter expertise).

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.

Secret Sauce Part 3: Clear Thinking, Active Listening, & Prepared Structure


The secret to leading more effective meetings and workshops reminds us to put a CAP on wasted time and energy by embracing three behaviors:

Prepared Structure

Prepared Structure

  1. Clear thinking (ie, yields consciousness)
  2. Active listening (ie, yields competence)
  3. Prepared structure (ie, yields confidence)

The effective meeting leader learns to cap waste—to maintain control over direction, environment, and contributions of meeting participants. To be highly effective, requires a servile attitude. Here we cover the third item, the missing ingredient in most meetings, referred by us as “Prepared Structure”.

Prepared Structure

A leader should be disciplined and not unstructured. Prepared structure when working with groups, teams, and meetings refers to discipline, or the order of things. Meeting and workshop structure is like a road map for a trip. You can always take the scenic route or a detour, but you need a clear directive to know where to return.

Ironically, the more structured the meeting, the more flexible you can be. Without structure, or a road map, you can never tell exactly where you are, or more importantly, how much remains to be covered. With structure, you can divert from your plan and take the scenic route knowing that if the team runs into a dead end or gets bored with the scenery, you can always return to your map and planned guidance.

Left to their nature, groups tend to start “solving” before they complete proper and rigorous analysis. The leader needs to play the role of a process police person, and should never be too nice. Teams do not want a nice leader; rather they want a leader who will get them where they are going, on time, and within budget. “Nice” can take place after the meeting is over, in a different role.

Naturally the situation demands professionalism, respect, and common courtesy—but leading is not like having a group of friends, rather it is a group of associates, bound by a common cause.

The nature of building consensus mandates that we seek understanding first about WHY we are doing something. If we cannot reasonably agree on WHY something is important, it is highly unlikely that you will later arrive at consensus. We define the term consensus as something “you can live with.” It does not mean “favorite” nor does it necessarily imply total agreement. It does mean that everyone agrees to support it, and that no one will lose any sleep over it.

Agreement would be like everyone playing the same note on the same instrument. That would be boring after a while. We are seeking harmony, or better yet, the harmonization of different notes being played on different instruments—something akin to music, whether a symphony or hip-hop.

The leader dictates tempo, volume, and who plays when. The leader does not however pick up an instrument and start playing on behalf of the meeting participants. It is the participants’ responsibility to play their instruments. It is the leader’s responsibility to provide cohesion.

Once you get a group to agree on why something is important, next you guide them through the appropriate analysis. There are numerous approaches and tools to consider using. There is usually more than one right answer (or option).

Each option brings a discrete risk-reward that you need to consider, in advance—ie, prepared structure. WHAT type of analysis is best suited for ‘this’ group, given constraints, assumptions, urgency, etc?

The last thing a groups needs is for their leader to turn to them and ask them HOW they want to continue. They need a leader with a strong spine who will tell them HOW TO proceed; what is the question being asked, how it will be answered, and how does the answer support next steps and the deliverable.

Most forms of effective leadership sequence the WHY of understanding before the WHAT it means or WHAT can we do to support it. For each fact or piece of evidence that supports understanding (WHY) there can be more than one implication. Therefore, learn to separate the WHY and the WHAT and structure them separately.

The final part of structure is the HOW we are going to act upon the WHAT we are doing—accomplished. Again, for each WHAT there can be more than one HOW, and you need to lead a group through an understanding of its options. Generally speaking, the WHAT is abstract such as “pay bills” while the HOW is concrete such as “write cheques.”

In summary, the trivium of team discipline is:

  1. WHY is something important?
  2. WHAT are we going to do to support it?
  3. HOW are we going to get it done?

The brainstorming method likewise follows the triumvirate form of discipline. Its three steps are frequently called:

  1. Diverge (Input)
  2. Analyze (Analysis)
  3. Converge (Output)

The executive decision-making process follows a similar threefold discipline, although expressed in completely different terms:

  1. Facts (What?)
  2. Implications (So What?)
  3. Recommendations (Now What?)

Be a disciplined leader and know your structure before the meeting begins. Once you develop awareness about where you are leading a group, rigorously apply the discipline of structure to decide how you are going to lead them.

Secret Sauce
Summary

You will be incredibly successful when you CAP waste and prepare yourself and your participants thoroughly with:

  1. Clear thinking (ie, yields consciousness about WHY it is important)
  2. Active listening (ie, yields competence about WHAT could be done)
  3. Prepared structure (ie, yields confidence about HOW is will happen)

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.

Secret Sauce Part 2: Clear Thinking, Active Listening, & Prepared Structure


The secret to leading more effective meetings and workshops reminds us to put a CAP on wasted time and energy by embracing three behaviors:

  • Clear thinking (ie, yields consciousness)
  • Active listening (ie, yields competence)
  • Prepared structure (ie, yields confidence)

The effective meeting leader learns to cap waste—to maintain control over direction, environment, and contributions of meeting participants. To be highly effective, requires a servile attitude. Here we cover the second item, the core skill of effective facilitators, commonly referred to as “Active Listening”.

Active listening

Groups make higher quality decisions than the smartest person in the group. Why? Because groups, when properly led, are able to create options that did not exist before the individuals walked into the meeting. Input from one participant may cause another to think of something they had not considered before the meeting. For a group of nine people, we are looking for the tenth answer. With strong leadership and a little luck, that answer may also include or instill the spark of innovation.

Discipline and structure support thorough analysis, but so will the active listening method and use of stimulating visual prompts. Ultimately we are not facilitating “words” in a meeting, so much as the meaning behind the words. Obviously, meetings occur without the use of the English language at all. Non-English meetings will still be effective because words are only the tools used by participants to signify their intent, meaning, and relationships behind the words. Subsequently, pictures and models are frequently more effective tools than narrative descriptions.

Be prepared to challenge participants. Active listening is a four-step process that is NOT like having a conversation. In a conversation we make contact and absorb what the other person is saying. With active listening we need to feed back the reasons for what we have heard, confirm whether we got it right, and challenge for substantive omissions.

The differences are in the following table.

Active Listening

Active Listening

Having a conversation takes less time. Active listening however prevents misunderstanding and can help push the envelope towards options that were previously not considered, thus improving the quality of the decisions made.

We will take a deeper view of the importance of prepared structure, methodology, and tools in our next post.

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.

Clear Thinking, Active Listening, & Prepared Structure are the Secret Sauce


The secret to leading more effective meetings and workshops reminds us to put a CAP on wasted time and energy by embracing three behaviors:

Clear Thinking

Clear Thinking

  1. Clear thinking (ie, yields consciousness)
  2. Active listening (ie, yields competence)
  3. Prepared structure (ie, yields confidence)

The effective meeting leader learns to cap waste—to maintain control over direction, environment, and contributions of meeting participants. To be highly effective, requires a servile attitude. Here we cover the first item, commonly referred to as leadership. Leaders answer the primary question, “Where are we going?”

Clear Thinking

Nobody is smarter than everybody. The modern leader does not have all the answers, but takes command of the questions. Through appropriate questions, meeting participants are asked to focus and generate supportable answers (or responses).

Leaders know where they are going. For most meetings, clear thinking and sense of direction is built in advance. Optimal questions are thought out and properly sequenced. If you were designing a new home for example, you would consider the foundation and structure before discussing the color of the grout.

When you are leading a meeting, it is critical that you know what the group is intending to build, decide, or leave with. What is different when they walked into the meeting? The modern leader is a change agent, someone who takes a group from where they are when the meeting begins to where they need to be when the meeting ends. You need to start with the end in mind. What does DONE look like?

Unclear speaking and writing indicates unclear thinking. Your awareness about where you are leading the group needs to be expressed in writing, for your benefit and the benefit of others. If you are unable to capture the ‘deliverable’ of your meeting or workshop in writing, you are not ready to start your session.

Meetings need to be documented—if it is not documented, then it did not happen. Therefore, an effective leader has to develop detailed awareness, in writing, that describes the end state and successful conclusion of their meeting.

If the purpose of your meeting is simply to “exchange information” then you will likely find more time and cost effective methods than meeting face-to-face. A typical meeting costs USD$20 per hour, a costly venue to simply share information.

Ask yourself, would you typically rather attend a two-hour meeting or go to a movie? Most people would rather go to a movie for at least three reasons:

  1. Movies include a beginning, middle, and an end. When did you last attend a meeting without one of those components?
  2. Movies embrace conflict. They do not scurry away from conflict; rather they use conflict to make the experience more compelling.
  3. Movies do not require involvement. It is probably easier and less embarrassing to fall asleep at a movie than a business meeting.

As a successful meeting leader, you must provide a clear purpose (beginning), a meaningful approach (middle), and a consensual wrap and dismiss (end). Unfortunately, throwing together an agenda and relying on your goodwill and charm may let you skate by as a person, but do not qualify you as exhibiting modern leadership traits.

In fact, describing the end of a successful meeting is not enough; you should be able to describe the objective of each step in your agenda. Using the home design example, you would know that at the end of the first step, you might have an articulate purpose for building your house, in 50 words or less (eg, primary or secondary or vacation home, etc; ‘to support kids or grandkids or live-in parents, etc; to be lived in for the next 25 years or five years or five months . . .’).

Leadership consciousness and awareness begins by knowing what the end looks like and in the example above, the objective would be a consensually built, 50 word statement that indicates the purpose of the new dwelling.

Once you can articulate WHY your meeting is important, then you are ready to proceed with the next step. WHAT must you do to be more facilitative? We will take a deeper view of the core facilitator tool, called active listening, in our next post.

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.

Differences Between Meetings & Workshops & How To Succeed Through Structure


If it seems that workshops are actually well run meetings, that is true to a certain degree. Facilitated workshops and well-run meetings are very similar. The main differences are:

Structuring Meetings and Workshops

Structuring Meetings and Workshops

Workshops

  • A building method—a way to solve a problem, develop a plan, reach a decision, agree on analytics, design a flow, etc.
  • Having formally defined roles
  • Remaining focused on one issue at a time

Meetings

  • Primarily intended to inform by exchanging information
  • Tending to have informally defined roles
  • Typically covering many issues

The FAST Structured Technique Works Because

  • Consensus derived information becomes input to the technique.
  • FAST aids analysis by supporting methodologies, such as structured analysis and information modeling.
  • Groups make higher quality decisions than the smartest person 
in the group.
  • Groups of tasks combine and finish concurrently.
  • Groups of tasks define products and directions.
  • Ownership is clear.
  • Structured workshops provide well-defined deliverables.
  • The approach is manageable.
  • The group reaches mutual understanding of the business needs and priorities.
  • The participants have well-defined roles.
  • The session leader stimulates participants with a tool kit of visual aids, documentation forms, and group dynamics skills.
  • The workshop structure and group dynamics provide complete and accurate information.

Success

The following are the critical elements necessary for the success of structured workshops and meetings:

  • A well-trained session leader with facilitation skills and technique skills—without which, execution of the workshops and preparation tasks becomes less than adequate, ad hoc, and inconsistent
  • Availability and commitment of proper resources—both people and facilities; with people providing the input and facilities supporting the environment—having less than optimum produces less than optimal results
  • Commitment from all management—ensuring availability of the proper resources, personnel, time, and support
  • Proper application of the concepts and structure of the technique—avoiding inconsistent and unpredictable results

Secret Sauce 
Summary

The secret to leading more effective meetings reminds us to put a CAP on wasted time and energy by embracing three behaviors:

  1. Clear thinking (ie, yields consciousness)
  2. Active listening (ie, yields competence)
  3. Prepared structure (ie, yields confidence)

The effective meeting leader learns to cap waste—to maintain control over direction, environment, and contributions of meeting participants. To be highly effective, requires a servile attitude. The next three issues will cover HOW TO amplify the three behaviors in detail.

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.

Individual Motivation to Embrace Organizational Goals (aka, Persuasion)


Meeting and workshop participants by definition ought be participatory. To get and stay involved, subject matter experts (ie, SMEs or participants) need motivation to both show up (or attend) and to actively contribute over the course of a meeting. The role of facilitator or session leader mandates the need to link value from their participation to the greater good, and in return HOW the individual will benefit.

Avoid a Gun to the Head as Motivation

Avoid a Gun to the Head as Motivation

The three classic forms of persuasion include:

  1. Internalization (indicative of the will or the WHY of a meeting),
  2. Identification (indicative of the wisdom or the WHAT of a meeting), and
  3. Forced Compliance (indicative of the activity or the HOW of a meeting)

Internalization

From the perspective of a meeting participant, the most powerful, long-lasting, and effective form of motivation occurs when the participant associates their meeting contributions with personal gain. To internalize suggests an individual that can associate their input with meeting output, and meeting output that ultimately generates a return on their investment of time and energy.

When the facilitator can demonstrate that the meeting output (ie, deliverable) will demonstrably affect the quality of life of a participant, how much money they will make, who they will work for, who will work for them, or equally powerful factors, they have internalized the need to make a contribution.

Participants that can link the group goal back to their own lives, such as developing line of sight toward some extrinsic gain such as increased income or more balanced workload, they view their existing competencies and potential contributions as a validation of their time and energy. To the extent that their contributions amplify impact on the deliverable and increase the quality of the output, their participation in meetings and workshops increases dramatically.

The facilitator ought make clear the value of their contributions and strive to quantify the financial risk if the meeting fails. Typically risk may be expressed in financial units (eg, dollars) or labor values (ie, FTE or full-time equivalent). If the facilitator cannot link individual contributions to some measurable value, meeting participation will likely be dominated by the participants that can internalize the value of their contributions, at the expense of other participants who remain less clear about how they will be impacted by the meeting deliverable. One could view internalization as the ability to apply SMART principles by quantifying value, creating valid objectives for subject matter experts.

Identification

A less effective and less sustaining form of motivation or persuasion develops from fuzzier or qualitative form of motivation. In modern society, the analogy is advertising. To the extent that participants can identify with the goals and objectives of a meeting, the more likely they are to contribute, and to make their contribution robust and frequent.

Charismatic session leaders can frequently persuade with their personality styles because participants can identify with their passion and exuberance. Identification represents an extrinsic form of motivation, rather than the intrinsic form obtained through internalization.

Successful persuasion may occur when the larger group (eg, the entire organization) is linked back to the smaller team (ie, meeting participants) and when the team is viewed as successful by the organization, they are also likely to viewed as successful as individuals. Participants feel or believe that the organization will positively view their personal competencies based on performance of the team.

Forced Compliance

A valid analogy to understand forced compliance develops when one views a “gun to their head.” In other words, do it or you will be harmed. Forced Compliance best describes the motivation of most people attending “staff” meetings. They really don’t want to go, but risk penalty or even termination if they fail to appear.

While a powerful motivator to attend, forced compliance does little to increase participation. In fact, most people with a gun to their head will say or contribute little. Strive to avoid this form of motivation, because if it is required to get people to attend, most likely the meeting is not necessary in the first place.

Leaders that rely on forced compliance are not thinking clearly. They need to revisit internalization and establish line of sight for the participants, so that each participant can approximate the true value of their attendance and contributions.

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.

Decision-Making: Stay Focused on Strategic, Operational, OR Tactical Issues


Scope creep wreaks havoc on projects. Meetings also spin out of control because the leader allows the co-mingling of strategic, operational, AND tactical issues. Each deserves a different forum, approach, and preparation. Do NOT allow your meetings to jump back and forth between different issue types.

Since many people spend a large portion of the workday attending meetings, strive to understand the clear purpose of the meeting and what it needs to deliver. All meetings affect decision-making, or they should not be held. While many meetings appear innocuous, such as staff meetings, people take their learnings and make new decisions based on new information. All meetings impact decision-making, or the power of choice.

Decision Making Leadership

Decision Making Leadership

Strategy (Planning) Issues

The input of a strategy session makes clear WHY something is important and the output becomes WHAT we are going to do about it. Most planning sessions are “strategic” to the needs of the group attending because the output is WHO does WHAT.

Most academic approaches strongly encourage a SWOT analysis to lead to consensual understanding about WHAT a group of people needs to do to reach their goals (fuzzy) and objectives (SMART). A thorough SWOT analysis takes hours, not minutes.

Do NOT allow for a discussion of strategic issues during operational updates and similar types of meetings that are organized primarily to share information. Take the strategy issues that arise, document them clearly, and set them aside for discussion during a true planning session, when enough time is allowed to digest complex topics.

Likewise, do NOT allow the group to dive into too many details if you are completing strategy or analysis work. Keep the discussion in the abstract (eg, accelerate vehicle). If the discussion becomes too concrete (eg, foot on the pedal), you risk incomplete planning or analysis. Do not allow discussions about HOW activities will be performed when the purpose of the meeting is establish WHAT needs to be done (eg, acceleration).

Operational (Analysis) Issues

Problem solving might be separated into problems requiring immediate attention and long-range problems that require a complex and perhaps cultural change. Most “immediate” problems focus on satisfying stakeholders at the expense of the supplier or supply chain. Long-term problems lack a sense of urgency resulting in lengthy discussions that remain on topic, but lead to shallow or unclear deliverables. Structure provides help for analysis meetings.

Most operational support meetings lack structure. Problem solving provides a decent example. Participants frequently commit the bias of “solving”. They jump from the problem to the solution and skip the critical step of analysis. For example, if we jump from the symptom of a problem to its cures, there is likelihood we will miss something. If however, we structure the meeting to understand all of the possible causes of the symptom and focus discussion on the cause and not the symptom, we will not likely miss something significant. In requirements gathering for example, “poor requirements” are not typically gathered as wrong requirements; rather, they are “poor” because of the things we missed.

Tactical (Design) Issues

When pushed into the concrete details of staffing, purchasing, or other work methods, carefully separate the decision criteria from the options. Groups are capable of making higher quality decisions than the smartest person in the group because:

  1. Representing diverse stakeholder interests generates more robust criteria
  2. By using diverse subject matter experts, we increase the likelihood that their understanding of causal relationships (ie, cause and effect) will be captured,
  3. Groups create more options than aggregating individuals and more options is directly linked to higher quality decisions.

Leadership Role

Do not forget to understand your role, style, and relationship when using groups to support decision-making. If you intend to advocate for a specific decision, have someone facilitate the session. If you are untrained professionally, and the issue is complicated, complex, or politically charged, someone else should facilitate the session. If you begin as facilitator, but someone else emerges as commanding group respect (typically because they exude neutrality), consider turning the session over to them.

Be prudent, no one wants more meetings. They only want results.

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.

Facilitating Cultural Shift from Group Orientation to Shared Team Values


We have argued for years that unclear speaking (or writing) is indicative of unclear thinking. Most people do not distinguish between the meaning of a “group” or a “team.” We find the difference so important, that it could represent the difference between “life” and “death.”

Groups of people assemble. Teams are assembled.

With groups, members strive to arrive at a deliverable that is satisfactory to each member. Satisfaction is defined with respect to the individual interest. The only challenge is a deliverable (or decision) that satisfies the interests of members acting on own their own as individuals (or potentially as representative of larger stakeholder interests). Groups of people may attend a concert together, hoping to be satisfied by the music and entertainment, but individual reactions may vary.

Pushing in the Same Direction

Pushing in the Same Direction

The presence of teams suggests an overriding shared goal that is independent of the interests of the individual members. With high functioning teams, members emphasize the importance of the shared goal and make their personal interest subservient to the shared goal. Successful teams share a reaction, typically positive in nature. They will push or pull in the same direction to support common cause.

Distinguishing Attributes

Some of the variables you need to consider when optimizing facilitated methods for teams include understanding about the following questions:

  • How effective and trusted has group decision-making been in the past for the organization?
  • How much effort has been invested understanding the quality of decision-making?
  • To what extent can the formal leader of the team be perceived as sharing the same or similar perspective?
  • To what extent do the individuals share perspective or derive from a similar level within the organization?
  • To what extent does the culture promulgate distributed decision-making, where individuals are trusted to take a course of action that supports both the organization and the individual?
  • To what extent is the group an actual unit in the organizational structure (eg, reporting to the same leadership) or diversely representing many functional or geographic areas?

Be Conscious

As a leader stress the difference between groups and teams. Expect high performance, or you might not get it. Answer the questions above to support you selection of tools along the FAST decision-making continuum that are best suited for your team and organizational situation.

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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