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Facilitation Skills Sample Corporate Training Materials All of our training products are fully customizable and are perfect for one day and half day workshops. You can easily update or insert your own content to make the training more relevant to participants. Our material is completely customizable and is backed up by a 90 day 100% no questions ask money back guarantee! With our training courseware you are able to: Add your name and logo (and remove ours). Add your own content to make the training more relevant to your clients (i.e. using examples and case studies from within your organization or city) Train unlimited users within your organization. No Annual Renewal Fees Download training material on your time, from our secure servers [email protected] [email protected] Any technical issues or questions can be addressed by our support team [email protected] Our Product Catalog contains our entire library of available and upcoming courses. Please follow this link: http://corporatetrainingmaterials.com/product_catalog.pdf Review our License Agreement to answer any licensing questions you may have. Please follow this link: http://corporatetrainingmaterials.com/license_agreement.pdf United States International 73 Greentree Drive, Box #68 143 Dalhousie Street Dover, Delaware 19904 New Glasgow, NS, Canada Toll-free:1-877-610-3660 Phone: 001-902-695-3660 Fax: 1-877-610-3661 Fax: 001-902-695-3661

Facilitation Skills - Corporate Training Materials · 2020. 7. 14. · Facilitation Skills Sample . Corporate Training Materials . All of our training products are fully customizable

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Page 1: Facilitation Skills - Corporate Training Materials · 2020. 7. 14. · Facilitation Skills Sample . Corporate Training Materials . All of our training products are fully customizable

Facilitation Skills

Sample

Corporate Training Materials All of our training products are fully customizable and are perfect for one day and half day workshops. You can easily update or insert your own content to make the training more relevant to participants. Our material is completely customizable and is backed up by a 90 day 100% no questions ask money back guarantee!

With our training courseware you are able to: • Add your name and logo (and remove ours). • Add your own content to make the training more relevant to your clients (i.e. using

examples and case studies from within your organization or city) • Train unlimited users within your organization. • No Annual Renewal Fees • Download training material on your time, from our secure servers

[email protected] [email protected]

Any technical issues or questions can be addressed by our support team [email protected]

Our Product Catalog contains our entire library of available and upcoming courses. Please follow this link: http://corporatetrainingmaterials.com/product_catalog.pdf

Review our License Agreement to answer any licensing questions you may have. Please follow this link: http://corporatetrainingmaterials.com/license_agreement.pdf

United States International 73 Greentree Drive, Box #68 143 Dalhousie StreetDover, Delaware 19904 New Glasgow, NS, Canada Toll-free:1-877-610-3660 Phone: 001-902-695-3660 Fax: 1-877-610-3661 Fax: 001-902-695-3661

Page 2: Facilitation Skills - Corporate Training Materials · 2020. 7. 14. · Facilitation Skills Sample . Corporate Training Materials . All of our training products are fully customizable

TABLE OF CONTENTS Preface .............................................................................................................................................. 3

What is Courseware? ................................................................................................................................ 3

How Do I Customize My Course? .............................................................................................................. 3

Materials Required ................................................................................................................................... 4

Maximizing Your Training Power .............................................................................................................. 5

Icebreakers ........................................................................................................................................ 6

Icebreaker: Friends Indeed ........................................................................................................................ 7

Training Manual Sample ..................................................................................................................... 8

Sample Module: Understanding Facilitation ............................................................................................ 9

Instructor Guide Sample ................................................................................................................... 14

Sample Module: Understanding Facilitation .......................................................................................... 15

Activities ......................................................................................................................................... 22

Quick Reference Sheets .................................................................................................................... 24

Certificate of Completion ................................................................................................................. 26

PowerPoint Sample .......................................................................................................................... 28

Full Course Table of Contents ........................................................................................................... 31

Page 3: Facilitation Skills - Corporate Training Materials · 2020. 7. 14. · Facilitation Skills Sample . Corporate Training Materials . All of our training products are fully customizable

Preface

What is Courseware? Welcome to Corporate Training Materials, a completely new training experience!

Our courseware packages offer you top-quality training materials that are customizable, user-friendly, educational, and fun. We provide your materials, materials for the student, PowerPoint slides, and a take-home reference sheet for the student. You simply need to prepare and train!

Best of all, our courseware packages are created in Microsoft Office and can be opened using any version of Word and PowerPoint. (Most other word processing and presentation programs support these formats, too.) This means that you can customize the content, add your logo, change the color scheme, and easily print and e-mail training materials.

How Do I Customize My Course? Customizing your course is easy. To edit text, just click and type as you would with any document. This is particularly convenient if you want to add customized statistics for your region, special examples for your participants’ industry, or additional information. You can, of course, also use all of your word processor’s other features, including text formatting and editing tools (such as cutting and pasting).

To remove modules, simply select the text and press Delete on your keyboard. Then, navigate to the Table of Contents, right-click, and click Update Field. You may see a dialog box; if so, click “Update entire table” and press OK.

(You will also want to perform this step if you add modules or move them around.)

If you want to change the way text looks, you can format any piece of text any way you want. However, to make it easy, we have used styles so that you can update all the text at once.

If you are using Word 97 to 2003, start by clicking the Format menu followed by Styles and Formatting. In Word 2007 and 2010 under the Home tab, right-click on your chosen style and click Modify. That will then produce the Modify Style options window where you can set your preferred style options.

Page 4: Facilitation Skills - Corporate Training Materials · 2020. 7. 14. · Facilitation Skills Sample . Corporate Training Materials . All of our training products are fully customizable

For example, if we wanted to change our Heading 1 style, used for Module Titles, this is what we would do:

Now, we can change our formatting and it will apply to all the headings in the document.

For more information on making Word work for you, please refer to Word 2007 or 2010 Essentials by Corporate Training Materials.

Materials Required All of our courses use flip chart paper and markers extensively. (If you prefer, you can use a whiteboard or chalkboard instead.)

We recommend that each participant have a copy of the Training Manual, and that you review each module before training to ensure you have any special materials required. Worksheets and handouts are included within a separate activities folder and can be reproduced and used where indicated. If you would like to save paper, these worksheets are easily transferrable to a flip chart paper format, instead of having individual worksheets.

Page 5: Facilitation Skills - Corporate Training Materials · 2020. 7. 14. · Facilitation Skills Sample . Corporate Training Materials . All of our training products are fully customizable

We recommend these additional materials for all workshops:

• Laptop with projector, for PowerPoint slides

• Quick Reference Sheets for students to take home

• Timer or watch (separate from your laptop)

• Masking tape

• Blank paper

Maximizing Your Training Power We have just one more thing for you before you get started. Our company is built for trainers, by trainers, so we thought we would share some of our tips with you, to help you create an engaging, unforgettable experience for your participants.

• Make it customized. By tailoring each course to your participants, you will find that your results will increase a thousand-fold.

o Use examples, case studies, and stories that are relevant to the group.

o Identify whether your participants are strangers or whether they work together. Tailor your approach appropriately.

o Different people learn in different ways, so use different types of activities to balance it all out. (For example, some people learn by reading, while others learn by talking about it, while still others need a hands-on approach. For more information, we suggest Experiential Learning by David Kolb.)

• Make it fun and interactive. Most people do not enjoy sitting and listening to someone else talk for hours at a time. Make use of the tips in this book and your own experience to keep your participants engaged. Mix up the activities to include individual work, small group work, large group discussions, and mini-lectures.

• Make it relevant. Participants are much more receptive to learning if they understand why they are learning it and how they can apply it in their daily lives. Most importantly, they want to know how it will benefit them and make their lives easier. Take every opportunity to tie what you are teaching back to real life.

• Keep an open mind. Many trainers find that they learn something each time they teach a workshop. If you go into a training session with that attitude, you will find that there can be an amazing two-way flow of information between the trainer and trainees. Enjoy it, learn from it, and make the most of it in your workshops.

And now, time for the training!

Page 6: Facilitation Skills - Corporate Training Materials · 2020. 7. 14. · Facilitation Skills Sample . Corporate Training Materials . All of our training products are fully customizable

Icebreakers

Each course is provided with a wide range of interactive Icebreakers. The trainer can utilize an Icebreaker to help facilitate the beginning of the course, as it helps “break the ice” with the participants. If the participants are new to each other, an icebreaker is a great way to introduce everyone to each other. If the participants all know each other it can still help loosen up the room and begin the training session on positive note. Below you will see one of the icebreakers that can be utilized from the Icebreakers folder.

Page 7: Facilitation Skills - Corporate Training Materials · 2020. 7. 14. · Facilitation Skills Sample . Corporate Training Materials . All of our training products are fully customizable

Icebreaker: Friends Indeed

Purpose

Have the participants moving around and help to make introductions to each other.

Materials Required

• Name card for each person • Markers

Preparation

Have participants fill out their name card. Then, ask participants to stand in a circle, shoulder to shoulder. They should place their name card at their feet. Then they can take a step back. You as the facilitator should take the place in the center of the circle.

Activity

Explain that there is one less place than people in the group, as you are in the middle and will be participating. You will call out a statement that applies to you, and anyone to whom that statement applies must find another place in the circle.

Examples:

• Friends who have cats at home • Friends who are wearing blue • Friends who don’t like ice cream

The odd person out must stand in the center and make a statement.

The rules:

• You cannot move immediately to your left or right, or back to your place. • Let’s be adults: no kicking, punching, body-checking, etc.

Play a few rounds until everyone has had a chance to move around.

Page 8: Facilitation Skills - Corporate Training Materials · 2020. 7. 14. · Facilitation Skills Sample . Corporate Training Materials . All of our training products are fully customizable

Training Manual Sample

On the following pages is a sample module from our Training Manual. Each of our courses contains twelve modules with three to five lessons per module. It is in the same format and contains the same material as the Instructor Guide, which is then shown after the Training Manual sample, but does not contain the Lesson Plans box which assists the trainer during facilitation.

The Training Manual can be easily updated, edited, or customized to add your business name and company logo or that of your clients. It provides each participant with a copy of the material where they can follow along with the instructor.

Page 9: Facilitation Skills - Corporate Training Materials · 2020. 7. 14. · Facilitation Skills Sample . Corporate Training Materials . All of our training products are fully customizable

Sample Module: Understanding Facilitation Groups are powerful resources in any organization. When you tap into groups, you don’t just get the best of individual members, you also get the best of group interaction. The result is a more dynamic, creative and empowered team.

To get the most of groups, you need facilitation skills. In this module, we will discuss what is facilitation, what is a facilitator and when is facilitation appropriate.

Managers who fail to learn facilitation skills are getting buried. Their traditional “direct control” approach to managing just does not work when there is so much to do and so little time to do it.

Richard Weaver & John Farrell

Page 10: Facilitation Skills - Corporate Training Materials · 2020. 7. 14. · Facilitation Skills Sample . Corporate Training Materials . All of our training products are fully customizable

What is Facilitation?

Facilitation is a manner of handling group meetings in a way that takes the focus away from just one leader, and instead distributes leadership to all members of the group. There is premium on democracy, group involvement, and cooperation. The focus is not just on getting things done, but also in feeling good about it.

Consultant Dave Sibbet defines facilitation as “the art of leading people through processes towards agreed-upon objectives in a manner that encourages participation, ownership, and creativity from all involved.”

Facilitation is often contrasted with presentation, which is delivering information or decisions to a group. Facilitation is group-centered while presentation is leader-centered. For this reason, facilitation is incompatible with an autocratic management style.

Example of the difference between facilitation and presentation:

FACILITATION: “How do you think the company can solve this problem? Does anyone have any ideas?”

PRESENTATION: “This is how we will solve the problem…”

Page 11: Facilitation Skills - Corporate Training Materials · 2020. 7. 14. · Facilitation Skills Sample . Corporate Training Materials . All of our training products are fully customizable

What is a Facilitator?

Group-centered meetings require an individual or individuals in the case of larger groups to manage the process. This person(s) is a facilitator.

A facilitator is a person who helps groups to arrive at their objective by ensuring that everyone’s contribution is heard and the processes being used are both productive and empowering to all. Facilitators work primarily through leading and blocking techniques, basically directing

traffic within a group discussion. Facilitation can also involve managing group member’s emotions, defusing tensions and encouraging team cohesiveness. In some cases, facilitators help in setting and revising meeting structure, and managing conflicts.

To be effective, facilitators have to be neutral to the discussion, not partial to any members, and acceptable to everyone involved. They should not take a position in any of the issues raised, nor should they advocate a solution --- or attempt to directly solve the problem. Having an objective “third party” facilitator ensures that group members would feel safe about voicing out their opinions.

Knowledge of group process and an appreciation of democratic management are pre-requisites to becoming an effective facilitator. Sensitivity and keen observation skills are also non-negotiable.

Page 12: Facilitation Skills - Corporate Training Materials · 2020. 7. 14. · Facilitation Skills Sample . Corporate Training Materials . All of our training products are fully customizable

When is Facilitation Appropriate?

In general, facilitation has something positive to offer every group process, whether we’re talking about a working group or a recreational group.

Facilitation is most appropriate:

• When you want to encourage group motivation, commitment and confidence. A facilitated process is a great way to get employees engaged and empowered; it sends the message that all team members’ opinions, suggestions, and feelings are valued, and will at least be taken into consideration before making a decision. When a discussion is facilitated, group members can take pride in the results, because the bulk of the ideas came from them.

More so, a facilitated process promotes ownership of a task or an issue among group members. Because results depend directly on the team members’ effort and performance, teams are more likely to invest in the process and carry a task through.

• When you want to make the most of group knowledge, experience and diversity. Facilitation is ideal when you have people of different backgrounds, expertise and or work style, and you want to create something that integrates all these differences. For example, brainstorming sessions always work best if participants are from diverse disciplines. Facilitation can ensure that all members have their say, and that cross-fertilization of ideas (members building on other members’ ideas) can happen.

• When there is more than one answer to a question, or one side to a story. Facilitation is appropriate for discussion of issues that allow a healthy debate and multiple perspectives. A discussion where the solution is clear from the very beginning, or where no other viable alternative exists, is not recommended for facilitations. Similarly, a conflict situation where only one position will be tolerated is not for facilitation.

• When a person in power wants to just be a participant. Facilitation is recommended when a leader wants to level off with his members when discussing an issue. For example, a discussion on a sensitive policy change is best handled by a neutral facilitator; so that members don’t feel intimidated or threatened by their boss’ position, and boss’ can be guided in seeing things from their employees’ point of view. Facilitation is also advisable when a person in power wants a fresh perspective, and he’s worried that he’ll influence output if he leads the discussion.

• When you want to learn about your group’s process, or challenge an inefficient process. Facilitation can be a way to identify roots of unproductive discussions, and teach alternative ways of tackling an issue. For example, meetings that often monopolized by one person can be restructured by simply adding a facilitator. Once that group experiences a facilitated discussion, they might be inclined to have more democratic meetings even after the facilitator leaves.

Page 13: Facilitation Skills - Corporate Training Materials · 2020. 7. 14. · Facilitation Skills Sample . Corporate Training Materials . All of our training products are fully customizable

• When there are psychological blocks that need to be addressed in an issue. A discussion might seem clear cut, with decisions final. However if there are underlying tensions and reservations, calling in a facilitator will be a good idea. Facilitators are experts in not just managing what was said, but what was left unsaid as well. He or she can surface psychological blocks to an issue and bring it to discussion.

Facilitation is least appropriate:

• When discussing issues where the only solution is administrative adjudication. Some issues are not meant for discussion but for an executive decision, an example of this is the termination of an employee. Also, if two parties are at a stalemate and the only way to resolve the issue is for the leader to directly interfere and make a judgment call, then mediation is more appropriate than facilitation.

• When the goal of a meeting is merely to inform a group. Facilitation is not recommended in situations when group members don’t have the information or sometimes authority, to get the task done. The same goes when group members are in no position to contribute to the issue for ethical or legal reasons. In these cases, information can only flow from the leader down to the members and not vice-versa.

• When participants take turns in arriving at the meeting. Group-centered discussions require continuity, which is why it should only be appropriate to situations where all or a significant number of group members are available for meeting at the same time. If a group is always changing members in the middle of a discussion, or only one “clique” or coalition in a group is present, it is difficult to conduct effective processes.

• In crisis situations when quick decisions have to be made. Facilitated discussions take significantly more time than non-facilitated discussions, and arriving at a consensus is not always guaranteed. If quick decision-making and immediate action is required, facilitation is not recommended.

Page 14: Facilitation Skills - Corporate Training Materials · 2020. 7. 14. · Facilitation Skills Sample . Corporate Training Materials . All of our training products are fully customizable

Instructor Guide Sample

On the following pages is a sample module from our Instructor Guide. It provides the instructor with a copy of the material and a Lesson Plans box. Each Instructor Guide and Training Manual mirrors each other in terms of the content. They differ in that the Instructor Guide is customized towards the trainer, and Training Manual is customized for the participant.

The key benefit for the trainer is the Lesson Plan box. It provides a standardized set of tools to assist the instructor train that particular lesson. The Lesson Plan box gives an estimated time to complete the lesson, any materials that are needed for the lesson, recommended activities, and additional points to assist in delivering the lessons such as Stories to Share and Delivery Tips.

Page 15: Facilitation Skills - Corporate Training Materials · 2020. 7. 14. · Facilitation Skills Sample . Corporate Training Materials . All of our training products are fully customizable

Sample Module: Understanding Facilitation Groups are powerful resources in any organization. When you tap into groups, you don’t just get the best of individual members, you also get the best of group interaction. The result is a more dynamic, creative and empowered team.

To get the most of groups, you need facilitation skills. In this module, we will discuss what is facilitation, what is a facilitator and when is facilitation appropriate.

Managers who fail to learn facilitation skills are getting buried. Their traditional “direct control” approach to managing just does not work when there is so much to do and so little time to do it.

Richard Weaver & John Farrell

Page 16: Facilitation Skills - Corporate Training Materials · 2020. 7. 14. · Facilitation Skills Sample . Corporate Training Materials . All of our training products are fully customizable

What is Facilitation?

Estimated Time 5 minutes

Topic Objective To define what is facilitation.

Topic Summary Facilitation is the art of leading people through processes towards agreed-upon objectives in a manner that encourages participation, ownership, and creativity from all involved.

Materials Required Flip chart paper and markers

Planning Checklist Prepare illustrations about the difference between facilitation and presentation.

Recommended Activity Brainstorm with the group words commonly associated with the term “facilitate.” Post responses on the flip chart paper. You can create a word map if you want.

Delivery Tips

Conduct the activity first before discussing the definition of facilitation. This way you can surface the misconceptions participants have about facilitation.

Provide examples to illustrate the difference between facilitation and presentation.

Review Questions What is the difference between facilitation and presentation?

Facilitation is a manner of handling group meetings in a way that takes the focus away from just one leader, and instead distributes leadership to all members of the group. There is premium on democracy, group involvement, and cooperation. The focus is not just on getting things done, but also in feeling good about it.

Consultant Dave Sibbet defines facilitation as “the art of leading people through processes towards agreed-upon objectives in a manner that encourages participation, ownership, and creativity from all involved.”

Facilitation is often contrasted with presentation, which is delivering information or decisions to a group. Facilitation is group-centered while presentation is leader-centered. For this reason, facilitation is incompatible with an autocratic management style.

Example of the difference between facilitation and presentation:

FACILITATION: “How do you think the company can solve this problem? Does anyone have any ideas?”

PRESENTATION: “This is how we will solve the problem…”

Page 17: Facilitation Skills - Corporate Training Materials · 2020. 7. 14. · Facilitation Skills Sample . Corporate Training Materials . All of our training products are fully customizable

What is a Facilitator?

Estimated Time 10 minutes

Topic Objective To define what is a facilitator.

Topic Summary

A facilitator is a person who helps groups to arrive at their objective by ensuring that everyone’s contribution is heard, and the processes being used are both productive and empowering to all.

Facilitators work primarily through leading and blocking techniques, basically directing traffic within a group discussion. Facilitation can also involve managing group members’ emotions, defusing tensions and encouraging team cohesiveness. In some cases, facilitators help in setting and revising meeting structure, and managing conflict.

Recommended Activity

Ask the group to list down personality traits needed to make a good facilitator (e.g. patience, objectivity). They can refer to facilitators that they know. Afterwards, encourage them to reflect which of the traits in the list they possess.

You may use Worksheet One for this activity.

Materials Required Flip chart paper and markers

Worksheet One

Stories to Share

Effective group processes rely on the neutrality of the facilitator. In some cases, however, facilitators are invited because of expert knowledge in an area of discussion, and are expected to provide a learned opinion on an issue. The extent a facilitator can be directive depends on the agreement between the sponsor and the facilitator, but once a facilitator adopts a less neutral position in a group discussion, his or her role becomes that of a facilitator-consultant.

Delivery Tips If there are participants with facilitating experience, encourage them to share to the group their job description as facilitator. You may also share personal experiences if you have any.

Review Questions True or False. Facilitators need to be neutral to the discussion.

Page 18: Facilitation Skills - Corporate Training Materials · 2020. 7. 14. · Facilitation Skills Sample . Corporate Training Materials . All of our training products are fully customizable

Group-centered meetings require an individual or individuals in the case of larger groups to manage the process. This person(s) is a facilitator.

A facilitator is a person who helps groups to arrive at their objective by ensuring that everyone’s contribution is heard and the processes being used are both productive and empowering to all. Facilitators work primarily through leading and blocking techniques, basically directing

traffic within a group discussion. Facilitation can also involve managing group member’s emotions, defusing tensions and encouraging team cohesiveness. In some cases, facilitators help in setting and revising meeting structure, and managing conflicts.

To be effective, facilitators have to be neutral to the discussion, not partial to any members, and acceptable to everyone involved. They should not take a position in any of the issues raised, nor should they advocate a solution --- or attempt to directly solve the problem. Having an objective “third party” facilitator ensures that group members would feel safe about voicing out their opinions.

Knowledge of group process and an appreciation of democratic management are pre-requisites to becoming an effective facilitator. Sensitivity and keen observation skills are also non-negotiable.

Page 19: Facilitation Skills - Corporate Training Materials · 2020. 7. 14. · Facilitation Skills Sample . Corporate Training Materials . All of our training products are fully customizable

When is Facilitation Appropriate?

Estimated Time 10 minutes

Topic Objective To list situations when facilitation is appropriate, and situations when it’s inappropriate.

Topic Summary

Facilitation is most appropriate…

a. When you want to encourage group motivation, commitment and confidence.

b. When you want to make the most of group knowledge, experience and diversity.

c. When there is more than one answer to a question, or one side to a story.

d. When a person in power wants to just be a participant. e. When you want to learn about your group’s process, or challenge an

inefficient process. f. When there are psychological blocks that need to be addressed in an

issue.

Facilitation is least appropriate…

a. When discussing issues where the only solution is administrative adjudication.

b. When the goal is merely to inform a group. c. When participants take turns arriving in the meeting. d. In crisis situations when quick decisions have to be made.

Materials Required

Flip chart paper and markers

Metacards

Masking Tape

Planning Checklist

In small metacards (around 2 x 10 inches), write each situation when facilitation is most appropriate. Write one situation per card. Do the same for the situations when facilitation is least appropriate. After writing each down, you will have a set of 10 meta cards. Prepare as many sets as there would be groups.

Divide flip chart paper into two columns: one labeled as “for facilitation” and the other “not for facilitation.” Prepare as many of these flip chart papers as there would be groups.

Page 20: Facilitation Skills - Corporate Training Materials · 2020. 7. 14. · Facilitation Skills Sample . Corporate Training Materials . All of our training products are fully customizable

Prepare as many masking tapes as there would be groups.

Recommended Activity

Divide participants into groups of 4-6 members each. Provide each group with a set of the metacards with names of situations in it (see above for instructions), flip chart paper divided into two columns, and tape.

Ask each group to classify each situation as “for facilitation” or “not for facilitation.” Let groups tape the situations in the appropriate column. Discuss the group’s responses.

Delivery Tips You may conduct the activity in small groups or as a plenary.

Stories to Tell Share examples for each situation.

Review Questions Give a situation when facilitation is recommended.

In general, facilitation has something positive to offer every group process, whether we’re talking about a working group or a recreational group.

Facilitation is most appropriate:

• When you want to encourage group motivation, commitment and confidence. A facilitated process is a great way to get employees engaged and empowered; it sends the message that all team members’ opinions, suggestions, and feelings are valued, and will at least be taken into consideration before making a decision. When a discussion is facilitated, group members can take pride in the results, because the bulk of the ideas came from them.

More so, a facilitated process promotes ownership of a task or an issue among group members. Because results depend directly on the team members’ effort and performance, teams are more likely to invest in the process and carry a task through.

• When you want to make the most of group knowledge, experience and diversity. Facilitation is ideal when you have people of different backgrounds, expertise and or work style, and you want to create something that integrates all these differences. For example, brainstorming sessions always work best if participants are from diverse disciplines. Facilitation can ensure that all members have their say, and that cross-fertilization of ideas (members building on other members’ ideas) can happen.

• When there is more than one answer to a question, or one side to a story. Facilitation is appropriate for discussion of issues that allow a healthy debate and multiple perspectives. A discussion where the solution is clear from the very beginning, or where no other viable alternative exists, is not recommended for facilitations. Similarly, a conflict situation where only one position will be tolerated is not for facilitation.

Page 21: Facilitation Skills - Corporate Training Materials · 2020. 7. 14. · Facilitation Skills Sample . Corporate Training Materials . All of our training products are fully customizable

• When a person in power wants to just be a participant. Facilitation is recommended when a leader wants to level off with his members when discussing an issue. For example, a discussion on a sensitive policy change is best handled by a neutral facilitator; so that members don’t feel intimidated or threatened by their boss’ position, and boss’ can be guided in seeing things from their employees’ point of view. Facilitation is also advisable when a person in power wants a fresh perspective, and he’s worried that he’ll influence output if he leads the discussion.

• When you want to learn about your group’s process, or challenge an inefficient process. Facilitation can be a way to identify roots of unproductive discussions, and teach alternative ways of tackling an issue. For example, meetings that often monopolized by one person can be restructured by simply adding a facilitator. Once that group experiences a facilitated discussion, they might be inclined to have more democratic meetings even after the facilitator leaves.

• When there are psychological blocks that need to be addressed in an issue. A discussion might seem clear cut, with decisions final. However if there are underlying tensions and reservations, calling in a facilitator will be a good idea. Facilitators are experts in not just managing what was said, but what was left unsaid as well. He or she can surface psychological blocks to an issue and bring it to discussion.

Facilitation is least appropriate:

• When discussing issues where the only solution is administrative adjudication. Some issues are not meant for discussion but for an executive decision, an example of this is the termination of an employee. Also, if two parties are at a stalemate and the only way to resolve the issue is for the leader to directly interfere and make a judgment call, then mediation is more appropriate than facilitation.

• When the goal of a meeting is merely to inform a group. Facilitation is not recommended in situations when group members don’t have the information or sometimes authority, to get the task done. The same goes when group members are in no position to contribute to the issue for ethical or legal reasons. In these cases, information can only flow from the leader down to the members and not vice-versa.

• When participants take turns in arriving at the meeting. Group-centered discussions require continuity, which is why it should only be appropriate to situations where all or a significant number of group members are available for meeting at the same time. If a group is always changing members in the middle of a discussion, or only one “clique” or coalition in a group is present, it is difficult to conduct effective processes.

• In crisis situations when quick decisions have to be made. Facilitated discussions take significantly more time than non-facilitated discussions, and arriving at a consensus is not always guaranteed. If quick decision-making and immediate action is required, facilitation is not recommended.

Page 22: Facilitation Skills - Corporate Training Materials · 2020. 7. 14. · Facilitation Skills Sample . Corporate Training Materials . All of our training products are fully customizable

Activities

During the facilitation of a lesson Worksheet or Handout may be utilized to help present the material. If a lesson calls for a Worksheet or Handout it will be listed in the Lesson Plan box under Materials Required. The trainer can then utilize the Activities folder for the corresponding material and then provide it to the participants. They are all on separate Word documents, and are easily edited and customized.

Below you will see the Worksheets or Handouts that are utilized during the training of the above lesson. They are located in the Activities folder and can be easily printed and edited for the participants.

Page 23: Facilitation Skills - Corporate Training Materials · 2020. 7. 14. · Facilitation Skills Sample . Corporate Training Materials . All of our training products are fully customizable

Sample Worksheet: Traits of a Good Facilitator

In the first column, list down personality traits needed to make a good facilitator (e.g. patience, objectivity). You may refer to facilitators that you know.

When you’re done, go over your list. Reflect: which of these traits do you think you possess? Put a check mark on those that you think you possess in the second column.

TRAITS THAT MAKE A GOOD FACILITATOR TRAITS I POSSESS

1.

2.

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7.

8.

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10.

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Quick Reference Sheets

Below is an example of our Quick reference Sheets. They are used to provide the participants with a quick way to reference the material after the course has been completed. They can be customized by the trainer to provide the material deemed the most important. They are a way the participants can look back and reference the material at a later date.

They are also very useful as a take-away from the workshop when branded. When a participant leaves with a Quick Reference Sheet it provides a great way to promote future business.

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Gathering Information

• Go-round. Each member of the group gets a turn to speak without getting interrupted. Sometimes, the amount of time each member is allowed to speak is limited to encourage fairness. In go-rounds, each member gets to speak.

• Break Out Groups. The facilitator divides the participants into smaller groups. This method is applicable when there are too many participants to do an efficient go round.

• BRAINSTORMING. Brainstorming is a method of gathering information that involves getting as many ideas from the group in limited time.

• FISHBOWL Method. In the fishbowl method, a sample of the group discusses the topic, while the rest function as observers.

Synthesizing and Summarizing

The following are some ways a facilitator can synthesize or summarize during a group discussion:

• Let the group summarize or synthesize for themselves. Example: Ask group members “What have we discussed so far?”, “What did you learn from this discussion?” or “What have we decided about this situation?”

• Ask a group member/ group members to provide a synthesis or summary.

• Offer your tentative synthesis/ summary and seek for the group’s clarification. For example: “This is what we have discussed so far….Did I miss anything out?”

• Refer to the agenda or published documentation in a flip chart paper. “So far, we have discussed Topic A and B. These are our resolutions…”

Helping the Group Resolve Issues on Their Own

The following are two ways a facilitator can help groups resolve issues on their own:

Ignore. For cooperative teams, natural facilitators will emerge if the facilitator doesn’t make immediate interventions.

Promote direct feedback. Ask the group members what they think about the situation or a particular person’s behavior. Example: “Mike, can you tell Bob the effect on you when he interrupts you?”

www.corporatetrainingmaterials.com © Corporate Training Materials

Facilitation Skills

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Certificate of Completion

Every course comes with a Certificate of Completion where the participants can be recognized for completing the course. It provides a record of their attendance and to be recognized for their participation in the workshop.

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PowerPoint Sample

Below you will find the PowerPoint sample. The slides are based on and created from the Training Manual. PowerPoint slides are a great tool to use during the facilitation of the material; they help to focus on the important points of information presented during the training.

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Full Course Table of Contents

Preface ..............................................................................................................................................1

What is Courseware? ................................................................................................................................ 1

How Do I Customize My Course? .............................................................................................................. 1

Materials Required ................................................................................................................................... 3

Maximizing Your Training Power .............................................................................................................. 3

Module One: Getting Started .............................................................................................................5

Housekeeping Items.................................................................................................................................. 5

The Parking Lot ......................................................................................................................................... 6

Workshop Objectives ................................................................................................................................ 6

Pre-Assignment Review ............................................................................................................................ 7

Action Plans and Evaluations .................................................................................................................... 7

Module Two: Understanding Facilitation ............................................................................................8

What is Facilitation? ................................................................................................................................. 8

What is a Facilitator? ................................................................................................................................ 9

When is Facilitation Appropriate? .......................................................................................................... 11

Module Three: Process vs. Content ................................................................................................... 15

About Process ......................................................................................................................................... 15

About Content ......................................................................................................................................... 17

A Facilitator’s Focus ................................................................................................................................ 18

Module Four: Laying the Groundwork .............................................................................................. 20

Choosing a Facilitated Approach ............................................................................................................ 20

Planning for a Facilitated Meeting ......................................................................................................... 22

Collecting Data ....................................................................................................................................... 25

Module Five: Tuckman and Jensen’s Model of Team Development ................................................... 27

Stage One: Forming ................................................................................................................................ 27

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Stage Two: Storming............................................................................................................................... 29

Stage Three: Norming ............................................................................................................................. 31

Stage Four: Performing ........................................................................................................................... 32

Module Six: Building Consensus ....................................................................................................... 35

Encouraging Participation ...................................................................................................................... 35

Gathering Information ............................................................................................................................ 38

Presenting Information ........................................................................................................................... 40

Synthesizing and Summarizing ............................................................................................................... 41

Module Seven: Reaching a Decision Point ......................................................................................... 43

Identifying the Options ........................................................................................................................... 43

Creating a Short List................................................................................................................................ 45

Choosing a Solution ................................................................................................................................ 46

Using the Multi-Option Technique .......................................................................................................... 47

Module Eight: Dealing with Difficult People ...................................................................................... 48

Addressing Disruptions ........................................................................................................................... 48

Common Types of Difficult People and How to Handle Them ................................................................ 49

Helping the Group Resolve Issues on Their Own .................................................................................... 51

Module Nine: Addressing Group Dysfunction .................................................................................... 52

Using Ground Rules to Prevent Dysfunction ........................................................................................... 52

Restating and Reframing Issues ............................................................................................................. 54

Some of the ways of restating and reframing includes: ......................................................................... 54

Getting People Back on Track ................................................................................................................. 56

Module Ten: About Intervention ...................................................................................................... 58

Why Intervention May Be Necessary ...................................................................................................... 58

When to Intervene .................................................................................................................................. 60

Levels of Intervention .............................................................................................................................. 61

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Module Eleven: Intervention Techniques .......................................................................................... 64

Using Your Processes .............................................................................................................................. 64

Boomerang it Back.................................................................................................................................. 65

ICE It: Identify, Check for Agreement, Evaluate How to Resolve ............................................................ 66

Module Twelve: Wrapping Up .......................................................................................................... 67

Words from the Wise .............................................................................................................................. 67

Parking Lot .............................................................................................................................................. 67

Action Plans and Evaluations .................................................................................................................. 67