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Facilitation

Do your Leadership Team meetings achieve their objectives?

Are you planning a Leadership Team retreat where everyone in the room needs to participate in the content and not have to worry about conducting the meeting?

Do you need a neutral third party to help your team work through sticky issues?

I have had a great deal of experience and success facilitating Leadership Teams through a wide variety of planning and problem-solving meetings lasting from a few hours to a week or more. I take great pride in helping teams arrive at consensus solutions where there are troublesome issues involved and no one is sure a consensus can be reached.

Advance planning for a successful facilitation usually involves

  • Getting a clear purpose and set of objectives for the meeting
  • Determining who should attend
  • Deciding who will make decisions and how they will be made
  • Defining any special roles (e.g., content expert)
  • Establishing the meeting agenda, process, and ground rules
  • Planning premeeting activities, communication, support materials, etc.

Some of the elements of my facilitation style include

  • Making sure everyone is on board with purpose, objectives, roles, and ground rules
     
  • Allowing time for introductions and getting acquainted if the players are not familiar with one another
     
  • Recognizing that people often come with their own agenda and need a little time to make a speech to get it off their chest
     
  • Keeping the meeting on track without shutting people off too quickly when they stray down seemingly off-track paths
     
  • Keeping everyone engaged and participating
     
  • Checking for consensus and bringing closure
     
  • Keeping a "parking lot" list for extraneous issues that need to be remembered
     
  • Keeping an "action list"
     
  • Using flipcharts and/or an LCD projector (operated by someone else) to take notes
     
  • Not using a lot of "cute" facilitation tricks
     
  • Offering ideas and solution options when the group is stuck or missing an important option
     
  • Ending the meeting with everyone giving personal feedback on the meeting accomplishments and process

If desired, I will document the meeting, sometimes bringing a documenter along to take the notes on flipchart and/or computer with LCD projector. For really important meetings, the person I bring often serves as a process monitor to watch the group process and individual participation for me while I conduct the meeting.

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