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Building Your Facilitation Skills Driving Meetings
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Introduction Call-in number is (415) and access code is To submit live questions, click on the “Questions” panel, type your question, and click “Send” Presentation materials and audio will be posted at
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Today’s Panel Michelle Magee Karrie Tam About Harder+Company
Harder+Company Community Research is a comprehensive social research and planning firm with offices in San Francisco, Davis, San Diego, and Los Angeles, California. Our mission is to help our clients achieve social impact through quality research, strategy, and organizational development services.
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Purpose & Overview Second webinar of a two-part series from the John Burton Foundation California College Pathway’s project to strengthen your network Today we will focus on facilitating meetings An effective meeting facilitator supports a group to do their best thinking
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Building Your Facilitation Skills
By the end of the webinar, you will… Understand how to effectively facilitate meetings Learn how to manage a group Gain concrete strategies on facilitation during each stage of group behavior Have a ready-to-use guide and tools to put into practice
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Recap from Last Webinar:
Role of the Facilitator
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Team Roles facilitator time keeper note taker participant
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Role of a Facilitator The facilitator... Draws out opinions and ideas
Focuses on the how and what Helps the group stay on topic Supports full participation Summarizes discussions and conversations Brings closure to the meeting with an end result or action Maintains neutrality
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Managing the Group
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Team Behavior Stages of Convergent and Divergent Thinking
create choices groan zone convergent make choices Types of Divergent Thinking Types of Convergent Thinking Generating alternatives Free-for-all open discussion Gathering diverse points of view Unpacking the logic of a problem Evaluating alternatives Summarizing key points Sorting ideas into categories Arriving at general conclusions
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Examples of Team Behavior
Divergent Thinking Convergent Thinking
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Divergent Thinking: Strategies for Getting Ideas Out
Brainstorm Use active listening Draw out opinions Support full participation
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Brainstorming Best Practices
Brainstorming Strategies Brainstorming Best Practices Everyone should agree on the question or issue being brainstormed Don’t spend too long brainstorming; min should work well Never criticize ideas Write every idea on a flip chart; make sure the words are visible to everyone at the same time to avoid misunderstandings and remind others of new ideas Leave explanations and clarifications until later
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Allow participants 5- 10 min to write ideas.
Brainstorming Strategies Round Robin 1 2 Have participants share their ideas, moving one- by-one around the group. Allow participants min to write ideas.
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Team Idea Map Brainstorming Strategies 1 2 3
Give the group a well-defined topic and have participants brainstorm individually for min. Ask participants to share their ideas in random order. As ideas are put forward, chart them on a large “idea map.” 3 Allow participants to consider the map and think about new ideas that have emerged or associations between them. The group can then prioritize and/or take action on emerging ideas.
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Allow participants to write ideas on a sticky note.
Brainstorming Tool Sticky Notes 1 2 Allow participants to write ideas on a sticky note. Then, have participants cluster their ideas in the middle of the table or on a wall. 3 The group is then allowed to pull out one or more ideas for inspiration. With these notes, the team members can create new ideas and variations, or piggyback on existing ideas.
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Techniques Active Listening
Encouraging: Convey interest by using non-committal words with a positive tone “I see...” “Tell me more...” “That’s interesting...” Restating: Help the speaker grasp the facts by putting it in your own words “If I understand, your situation is...” “In other words...” Reflecting: Let the speaker know you understand by empathizing with the speaker’s basic feelings “So you feel that...” “You were pretty disturbed about...” Summarizing: Pull important ideas, facts, etc. together by restating and reflecting major ideas and feelings “These seem to be the key ideas...” “If I understand you, you feel this way about this situation...”
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Strategies for Managing Conflict and Difficult People
Groan Zone: Strategies for Managing Conflict and Difficult People Use ground rules Accept, deal, defer Take a break Use body language Stop the meeting Use encouraging language
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When the conversation goes off track:
Parking Lot When the conversation goes off track: Designate a chart labeled “Parking Lot” to “park” ideas When the conversation gets off topic, briefly stop the meeting and write the off-topic idea on the chart Before ending the meeting, return to the “Parking Lot” list and decide as a group how to address the ideas
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When a group member dominates the conversation:
Ground Rules When a group member dominates the conversation: A simple ground rule is to establish that “Everyone participates: share the floor” This sets up the expectation that you want to balance participation Enforce this ground rule during the meeting
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When a group member is confrontational:
Accept, Deal, Defer When a group member is confrontational: Accept that what they are saying is true; don’t ignore it Deal with it right there by spending some time on the issue Defer it to the group for a decision about what to do
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When a group member is confrontational:
Take a Break/Discuss Later When a group member is confrontational: When less confrontational tactics haven’t worked, you can deal with this issue outside the room, at a naturally- occurring break in the action
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When a group member has side conversations:
Use Body Language When a group member has side conversations: Make eye contact Smile (or don’t smile) Change your seating/standing position
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When a group member has side conversations:
Stop the Meeting When a group member has side conversations: Comment that it is difficult for you to hear the main discussion or concentrate on the topic Check in with the group Example: “I sense we are losing people’s attention and interest, can we do a check-in to see where people are on this topic?”
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When group members are not participating:
Use Encouraging Language When group members are not participating: Ask open-ended questions and language to engage group members and encourage follow-up questions Example: “Could you please tell us more about...?” Example: That’s interesting, what do others think about...” Example: Go on, we’d love to hear more...”
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Strategies for Setting Priorities and Making Decisions
Convergent Thinking: Strategies for Setting Priorities and Making Decisions Generate a list of options Agree on criteria Vote Summarize and rate areas of agreement
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Narrow down and prioritize decisions:
Priority Setting Narrow down and prioritize decisions: Generate a list of options Have the group agree on criteria for selecting and eliminating options Identify each option and have members vote by writing down the number of the item or placing a sticker next to it The options with the most votes are then prioritized for further discussion When eliminating ideas, it is good to check the group for strong opinions to the contrary
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Structured discussions:
Decision Making Structured discussions: Help members agree on criteria for selecting options Have members take turns expressing their opinion without discussion Summarize the areas of agreement and have the group discuss areas of disagreement Stop the group at various points to see how close they are to consensus The facilitator may want to use straw polls in between, continuing the discussion until it reaches an appropriate level of agreement
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Closing the Meeting
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Tips: Closing the Meeting Review the meeting results
Confirm any key agreements Identify next steps Determine when a follow-up meeting will be held, setting a date, time and location Evaluate the meeting through a feedback form or ask participants to quickly identify what they liked most, what they liked least, and what they would do to improve it Congratulate the group on a job well done!
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Ready-to-Use Tools and Guide
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Tools are available for download at
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Questions?
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