To build action plans that transfer ownership and accountability to your meeting participants, begin with the right questions, in the right sequence. Be one of the few facilitators who understand that ownership transfers instantly because participants contribute to WHO does WHAT by WHEN, the primary components of any plan. Consequently, whether you’re planning includes strategies, initiatives, projects, activities, or tasks, when thoroughly completed, proven planning answers the following ten questions:

(Please note in the sections that follow, the highlighted terms link to tools facilitators may use to drive the activities that culminate in action plans).

Action Plan = Assignments

Action Plan = Assignments

  • 1. Why are we here?

First of all, find the passion. While many MBA textbooks refer to this first step as Mission, much of the military-industrial complex refers to it as Vision. Yet both answer the same question first, which is why do we show up? Therefore, responses to this question fill in the blank landscape and provide an incentive for subsequent team actions. For example, why are Marriott employees in the hospitality industry? They could be in financial services, energy, etc. Capture the passion for showing up here and now.

  • 2. Who are we?

Frequently referred to as Values or Guiding Principles, answers to this question describe the accouterments that describe or weigh down the participants.  What do they carry with them?  What do they wear?  How will they treat each other? Different types of people may share similar passions, such as mountain climbers, yet are very distinctive in their personalities (eg, climbers using ropes versus trail walkers).

  • 3. Where are we going?

People sticking together amplify their chances of success. Many teams prudently select a common view that guides their direction. While most MBA textbooks refer to this step as Vision, some refer to this as Mission. And yet both approaches answer the same question of direction by agreeing on where the group will go.

  • 4. What will measure our progress?

No proactive endeavor succeeds in a complex marketplace without measurements. While some consulting firms define Objectives as SMART and Goals as fuzzy, other firms use the exact opposite definitions. We are not biased by the term used, but promote the concept that there are three different types of criteria: namely, SMART (ie, specific—frequently referred to as KPIs or Key Performance Indicators), fuzzy (may be subjective, such as a “a great view at the top of the mountain”), and binary (such as, “reach the summit”).

  • 5. What is our current situation?

Frequently viewed as four lists, SWOT contrasts two dimensions. The first dimension captures stuff the group controls, frequently referred to as strengths (plus) and weaknesses (minus). The second dimension captures stuff the group cannot control and is referred to as opportunities (plus) and threats (minus). A weakness that can be fixed is NOT an opportunity because it is controllable. A group of mountain climbers might be agile (strength) and resource thin (weakness) while facing a break in the weather (opportunity) or an avalanche (threat).

  • 6. To reach our goals and objectives, what must we do?

To generate consensus when prioritizing hundreds of options, SWOT launches ownership transfer when participants begin their analysis. While much that can be done, groups and teams only have time and resources to manage the most important stuff. As a result, our quantitative approach to SWOT simplifies complex situations and ensures consensual understanding.

  • 7. To what extent will these actions guarantee our success?

Alignment ensures the proper balance of WHAT is being done to reach the objectives (created to ensure reaching the vision). Use an open-ended approach, as in asking, “To what extent does this WHAT support reaching this objective?” and NOT the traditional, close-ended approach that suggests, “Does it?” Consider using the Book-end method to prioritize which actions have the greatest impact on reaching the objectives.

  • 8. WHO does WHAT?

Frequently called Roles and Responsibilities, over seventeen varieties of RACI models, all promulgated by different consulting firms, answer the question WHO does WHAT. Our approach appends the assignment with WHEN it will be done, how much FTE is required, and how many resources will be requested—resulting in a consensually owned Gantt chart.

  • 9. What should we tell others about our progress?

Wouldn’t it be great if we sounded like we were all in the same meeting? Most call this step a traditional communications plan. We call it Guardian of Change because of the bias found in some organizations where the best ideas are NOT approved; rather the most charismatic “Champions” receive approvals (a scary thought if you are a stakeholder).

  • 10. Who will report back on open issues?

In your professional “Wrap” review your work, manage the “Parking Lot” or open issues, confirm a quick communications plan, and get feedback on how you did as the facilitator. Consequently, if you address these ten questions, the group will understand, own, and live by WHAT it has agreed to do.

Become Part of the Solution While You Improve Your Facilitation, Leadership, and Methodology Skills

MG RUSH Professional Facilitation Training provides an excellent way to earn up to 40 SEUs from the Scrum Alliance, 40 PDUs from PMI, 40 CDUs from IIBA, and 3.2 CEUs. As a member of the International Association of Facilitators (IAF), our Professional Facilitation Training aligns with IAF Certification Principles and fully prepares alumni for their Certified Professional Facilitator designation.

Furthermore, our Professional Facilitation curriculum immerses students in the responsibilities and dynamics of an effective facilitator and methodologist. Because nobody is smarter than everybody, attend an MG RUSH Professional Facilitation, Leadership, and Methodology workshop offered around the world, see MG RUSH for a current schedule.

Additionally, go to the Facilitation Training Store to access our in-house resources. Finally, you will discover numerous annotated agendas, break timers, and templates.

In conclusion, we dare you to embrace the will, wisdom, and activities that amplify a facilitative leader.

Facilitation Expert

Terrence Metz, CSM, CSPF, is the Managing Director of MG RUSH Facilitation Training and Coaching, the acknowledged leader in structured facilitation training. His FAST Monthly Facilitation blog features over 300 articles on facilitation skills and tools aimed at helping others lead faster, more productive meetings and workshops that yield higher quality decisions. His clients include Agilists, Scrum teams, program and project managers, senior officers, and the business analyst community among numerous private and public companies and global corporations. As an undergraduate of Northwestern University (Evanston, IL) and MBA graduate from NWU’s Kellogg School of Management, his professional experience has focused on process improvement and product development. He continually aspires to make it easier for others to succeed.

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