by Facilitation Expert | Jul 30, 2015 | Meeting Support
All groups, especially very large groups, perform better when the participants know something about each other. Even though time constraints prohibit traditional, self-spoken icebreakers for large groups (e.g., 60 people for two minutes each burns two hours), some time for social bonding remains effective.
Getting to Know One Another, Icebreakers for Large Groups Embrace Icebreakers or Check-In activities to get everyone contributing sooner. Likewise, anticipate and plan for additional team-building activities later on as appropriate. Make it easier for your participants to enjoy and value one another. Similarly, prepare some quick exercises (such as “Lost on the Moon”)[1] that prove “nobody is smarter than everybody.”
Consider the following simple, easy, icebreakers for large groups, even hundreds of people, to instill a broader sense of group consciousness and networking. The simple rule requires participants to stand when they can answer ‘affirmative’ to one of your pre-determined questions. For example, “Stand up if you had to fly to get here.”
Other questions that capture but a small sliver of potential questions you might ask include:
- Stand up if you have worked for this organization for five years.
- Keep standing if ten years, twenty, etc.
- Stand up if you have one pet.
- Keep standing if you have two pets, three pets, etc.
- Stand up if you were born in another country (or state, or city).
- Stand up if you lived in another country for more than one year.
- Keep standing if five years, ten, etc.
- Stand up if you love music. Country? Jazz? Classical? Rap?
- Stand up if you have a tattoo
- Keep standing if you have two, three, five, etc.
- Stand up if you have ever broken a bone.
- Stand up if your favorite James Bond actor is Sean Connery.
- Roger Moore, Pierce Brosnan, Timothy Dalton, Daniel Craig . . .
- Stand up if you drive a Volvo.
- BMW, Ford, Mercedes, etc.
Additional Icebreakers for Large Groups
Also, using the stand/sit method described above creates some healthy tension. The “Would You Rather?” approach generates high energy, even among people who presumably know each other quite well. This approach can also be used with smaller groups. For example,
- Would you rather be able to be invisible, or
- Able to read others’ minds?
- Would you rather live without music, or
- Would you rather be four feet tall, or
- Would you rather have a Texan accent and live in New York City, or
- Have a New York accent and live in Texas?
- Would you rather marry your first boyfriend/ girlfriend, or
- Someone your parents choose for you?
- Would you rather be granted the answer to any three questions, or
- Be granted the ability to resurrect one person?
- Would you rather always show up 20 minutes late for everything, or
- Always show up 90 minutes early for everything?
- Would you rather work for your oldest sibling, or
- Live in a home without electricity, or
Have some fun and create your own. These work with large groups because the directions are short and simple, as long as everyone can hear the question for standing up. In our experience, everyone will quickly quiet down and pay attention so they know when they are supposed to stand. You can also interject some of your personality or a preview of the day’s events based on your questions. Write back to us about your experience and suggestions when using icebreakers with large groups.
FOR SMALLER GROUPS
To get your subject matter experts participatory sooner by having them introduce themselves beyond names and titles. Always use Icebreakers during online meetings, providing participants with a way of connecting with one another. Have participants share their responses with the group.
- An undemanding yet effective method begins, “If I were a . . .”—for example, “If I were a gem, I would be a ____,” or “If I were a bird, I would be a _____.”
- Describe your dream career as a child.
- Explain how you got one of your scars (and where it is).
- If you could change anything about your childhood, what would it be?
- If you could wake up tomorrow having gained any one quality or ability, what would it be?
- If you were an animal, you would be a ___________.
- If you had a yacht, what would you name it?
- “My hero is . . .”; “My collection is . . .”
- If limited to five items, what would you bring with you on a desert island?
- Name a talent that you have that no one here knows about.
- Name your favorite James Bond or Elizabeth Bennet actor and explain why.
- Tell two truths and a lie—participants guess the lie.
- What is the one word you would use to describe where you are at?
- What is your favorite sport to play? Why?
- What kitchen appliance or tool would you be and why?
- What was the first concert you attended?
- What was your strangest paying job or chore?
- What would be the title of your autobiography?
- What’s on your reading list or nightstand?
- Who is the most fascinating person in history?
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[1]See the National Aeronautics and Space Administration (NASA) website for a public domain challenge of prioritizing 15 items that need to be carried a long distance by foot when stranded on the surface of the moon: https://www.nasa.gov/pdf/166504main_Survival.pdf.
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Don’t ruin your career by hosting bad meetings. Sign up for a workshop or send this to someone who should. MGRUSH workshops focus on meeting design and practice. Each person practices tools, methods, and activities every day during the week. Therefore, while some call this immersion, we call it the road to building high-value facilitation skills.
Our workshops also provide a superb way to earn up to 40 SEUs from the Scrum Alliance, 40 CDUs from IIBA, 40 Continuous Learning Points (CLPs) based on Federal Acquisition Certification Continuous Professional Learning Requirements using Training and Education activities, 40 Professional Development Units (PDUs) from SAVE International, as well as 4.0 CEUs for other professions. (See workshop and Reference Manual descriptions for details.)
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by Facilitation Expert | Jul 16, 2015 | Meeting Agendas, Meeting Support
Here is how to develop the basis for a successful meeting framework in four easy steps.
To prepare your meeting framework write down the program purpose, project scope, meeting deliverables, and likely participants.
Develop the Basis for a Successful Meeting Framework in Four Easy Steps
Method
Finish the following:
- Write down your deliverable and strive to Get Examples! Outputs from the meeting represent the needed documentation and crucial information. What are we producing? Next, show participants examples from the past or from other projects if available. Align the output with the group’s strategic plan to help reconcile any trade-offs that may need to be made in the meeting.
- Measure the impact of the meeting on the program and write down the project scope. Identify the level of detail desired, the type of session (planning, problem-solving, design, etc.), and what must be DONE during the meeting. Furthermore, clarify what might be excluded (due to scope) or what the meeting purpose and meeting scope are NOT.
- Draft and compose the agenda steps that enable you to sequence the information that is needed. Identify the missing information that you need to produce the deliverables. Rely on your group’s meeting design or life cycle. The best sources and sequence for your draft agenda include the following:
- In-house life cycle (e.g., SAFe)
- Team charter, prior work, or MGRUSH agendas to plan, analyze, solve, or design.
- Experience—look at past meetings (or CoP; i.e., a community of practice), and ask, “What questions need to be answered to satisfy the purpose of the meeting?” Look at the questions built during the interviews.
- Talk to the project manager, other partners (i.e., the product owner), or other group experts.
- Go to a library or bookstore but do NOT rely on Google® alone for intellectual property.
THE THREE STEPS ABOVE YIELD A STRAW MODEL OR SIMPLE MEETING FRAMEWORK
For Lean or Agile also consider
– Existing enterprise systems or processes (life cycle)
– Architecture infrastructure (consider drafting a baseline architectural pattern)
– Scoping/ phasing (what high-level information is known)
– Consider existing process models, high-level ERD, and actors’ security/ policy
- Identify the most appropriate participants. Identify what knowledge or expertise each needs to bring to the workshop. Determine how much of the agenda the participants understand and can reasonably complete in a group environment. Identify what issues they have—do they need team-building or creativity or some management of behavior? Find someone who will provide resistance at the meeting so that you can learn to anticipate challenges that will develop. You may not want to avoid the issues because they need to surface; however, you do not want to be surprised or caught off guard.
Walk through the steps to see if you can produce the desired results with the proposed participants. Do the steps allow the group to build on prior work without jumping around? Are the steps logical? Will the deliverables be comprehensive?
NOTE: Identify the known information at the start of the proposed workshop. Because some information was probably built before this workshop. It may be output from prior workshops. It may be planning or scope documents. Therefore, this information should only be reviewed and not built from scratch, if acceptable.
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Don’t ruin your career by hosting bad meetings. Sign up for a workshop or send this to someone who should. MGRUSH workshops focus on meeting design and practice. Each person practices tools, methods, and activities every day during the week. Therefore, while some call this immersion, we call it the road to building high-value facilitation skills.
Our workshops also provide a superb way to earn up to 40 SEUs from the Scrum Alliance, 40 CDUs from IIBA, 40 Continuous Learning Points (CLPs) based on Federal Acquisition Certification Continuous Professional Learning Requirements using Training and Education activities, 40 Professional Development Units (PDUs) from SAVE International, as well as 4.0 CEUs for other professions. (See workshop and Reference Manual descriptions for details.)
Want a free 10-minute break timer? Sign up for our once-monthly newsletter HERE and receive a timer along with four other of our favorite facilitation tools, free.
In conclusion, we dare you to embrace the will, wisdom, and activities that amplify a facilitative leader.
Related video
by Facilitation Expert | Jul 9, 2015 | Planning Approach
Organizations seeking to change HOW they work use consider Appreciative Inquiry. The Appreciative Inquiry approach evaluates various viewpoints to create an evolutionary path for the future. It leverages brainstorming, prioritizing, sub-teams, and various other tools we’ve explained in other Best Practices articles, putting them in the context of:
“ . . . study and exploration of what gives life to human systems when they function at their best.”
(see Whitney, The Power of Appreciative Inquiry)
Appreciative Inquiry: Explore the Possibilities
Four Phase Method
First of all, the Appreciative Inquiry approach provides a detailed prescriptive method of information gathering and documentation. Therefore, it requires training and mentoring to learn it and conduct it well. Consider the Appreciative Inquiry approach when you have been properly trained—and your organization seeks far-reaching change.
Its four phases are known as the 4-D model. Consequently, once scope has been determined or is provided, as in the case of many non-governmental organizations (NGO), its phases include:
- Discovery—search and illuminate those factors that give life to the organization, the “best of what is” for the purpose of the organization.
- Dream—about what could be.
- Design—the future through dialogue, finding common ground by sharing discoveries and possibilities, and seeking a common purpose.
- Destiny—construct the future through discipline, innovation, and action.
Comments on Appreciative Inquiry
Because this method emphasizes an appreciative view of what has been true in the past (e.g., successes, assets, etc.), fundamental change demands a natural baseline. As a result, Appreciative Inquiry encourages a thorough, diligent, and open exploration of what could be true for the organization, once freed from judgment and prejudice.
This method values collaboration at the expense of command-control habits, making it highly amenable to technological change. Appreciative Inquiry workshops span from two days to two weeks, or longer. They rely on many of the tools we have discussed in other newsletters and found in the MGRUSH curriculum. However, consider using a professional who specializes in Appreciative Inquiry or can be made readily available as your mentor.
Appreciative Inquiry recognizes that inquiry and change are occurring simultaneously. Inquiry catalyzes change—the things people think and talk about, the things people discover and learn. Therefore, inquiry captures the things that inform dialogue and inspire action through the questions we ask. See the originators Whitney and Watkins for additional reading.
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Don’t ruin your career by hosting bad meetings. Sign up for a workshop or send this to someone who should. MGRUSH workshops focus on meeting design and practice. Each person practices tools, methods, and activities every day during the week. Therefore, while some call this immersion, we call it the road to building high-value facilitation skills.
Our workshops also provide a superb way to earn up to 40 SEUs from the Scrum Alliance, 40 CDUs from IIBA, 40 Continuous Learning Points (CLPs) based on Federal Acquisition Certification Continuous Professional Learning Requirements using Training and Education activities, 40 Professional Development Units (PDUs) from SAVE International, as well as 4.0 CEUs for other professions. (See workshop and Reference Manual descriptions for details.)
Want a free 10-minute break timer? Sign up for our once-monthly newsletter HERE and receive a timer along with four other of our favorite facilitation tools, free.
by Facilitation Expert | Jul 2, 2015 | Leadership Skills, Meeting Support
We always find it interesting that consulting firms promulgate their own, unique operational definitions.
For instance, the term ‘values’ can be found called many things including “Guiding Principles”, “Tenets of Operation”, “Virtues”, “Essential Elements”, etc. Consequently, values provide answers that describe Who are We. — Benjamin Franklin called them virtues.
Generally, they all describe answers to the basic questions:
- “Who are we?”
- “What do we value?”
- “How do we make trade-offs?”
- “What do we carry with us?”
- “What weighs us down?”
- “How will we treat each other?”
- “How will we work together (in support of our mission)?”
Methods of Conducting Business
Similarly, for our purpose, values are narrative descriptions of policies and philosophies. They provide one- or two-sentence descriptions about the principles or internal rules, laws, policies, and philosophies of the business. They tend to describe who we are.
“Values are ideals that give significance to our lives, that are reflected through the priorities we choose, and that we act on consistently and repeatedly.”
—Brian Hall, PhD, Author of the Hall-Tonna Values Inventory
However, many personal values are rarely reflected in corporate standards, temperance or cleanliness as examples. Therefore, here are the truncated values of one of the 18th-century people who strongly influenced the nature of his country, before it became a country.
Mr. Benjamin Franklin’s Virtues
Cleanliness as a Value
- TEMPERANCE: Eat not to dullness; drink not to elevation.
- SILENCE: Speak not but what may benefit others or yourself; avoid trifling conversation.
- ORDER: Let all your things have their places; let each part of your business have its time.
- RESOLUTION: Resolve to perform what you ought; perform without fail what you resolve.
- FRUGALITY: Make no expense but to do good to others or yourself; i.e., waste nothing.
- INDUSTRY: Lose no time; be always employed in something useful; cut off all unnecessary actions.
- SINCERITY: Use no hurtful deceit; think innocently and justly; and, if you speak, speak accordingly a method for progress.
- JUSTICE: Wrong none by doing injuries, or omitting the benefits that are your duty.
- MODERATION: Avoid extremes; forbear resenting injuries so much as you think they deserve.
- CLEANLINESS: Tolerate no uncleanliness in body, clothes, or habitation.
- TRANQUILLITY: Be not disturbed at trifles, or at accidents common or unavoidable.
- CHASTITY: Rarely use venery but for health or offspring, never to dullness, weakness, or the injury of your own or another’s peace or reputation.
- HUMILITY: Imitate Jesus and Socrates.
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Don’t ruin your career by hosting bad meetings. Sign up for a workshop or send this to someone who should. MGRUSH workshops focus on meeting design and practice. Each person practices tools, methods, and activities every day during the week. Therefore, while some call this immersion, we call it the road to building high-value facilitation skills.
Our workshops also provide a superb way to earn up to 40 SEUs from the Scrum Alliance, 40 CDUs from IIBA, 40 Continuous Learning Points (CLPs) based on Federal Acquisition Certification Continuous Professional Learning Requirements using Training and Education activities, 40 Professional Development Units (PDUs) from SAVE International, as well as 4.0 CEUs for other professions. (See workshop and Reference Manual descriptions for details.)
Want a free 10-minute break timer? Sign up for our once-monthly newsletter HERE and receive a timer along with four other of our favorite facilitation tools, free.
by Facilitation Expert | Jun 18, 2015 | Leadership Skills, Managing Conflict, Meeting Support
Interview participants to understand as much as possible about them, the people they work with, and their business.
To understand the political risks in meetings, speak with your participants. Preferably, sit with them one-on-one for about 30 minutes. Speak with each face-to-face, or at least by way of a teleconference.
Political Risks in Meetings — Interviewing Overview
Political Risks in Meetings — Interview Sequence
First meet the executive sponsor, the business partners, the project team, and then the participants. Keep your interviews around twenty to thirty minutes each. Conduct the interviews privately and assure participants that their responses will be kept CONFIDENTIAL. You want them to comfortably share the cultural dynamics, especially those who may not get along with each other. Because you will probably want to take notes, ASK FOR PERMISSION. It sends an incongruent signal to claim the conversation is confidential and then to take copious notes, so ask for permission. Only a few will say no. More will compliment you for the courtesy of asking.
Political Risks in Meetings — Interview Objectives
Interview the participants to understand:
- To become familiar with their job, their business, and their expectations
- To confirm who should, or should not, attend and why
- How to help them show up better prepared to contribute
- To identify potential issues, hidden agendas, and other obstacles
- To identify scheduling conflicts and other concerns
- How to transfer ownership of the purpose, scope, and deliverables
Political Risks in Meetings — INTERVIEWING QUESTIONS
The following are well-sequenced questions that you should ask. Begin each interview by explaining your role and the purpose of the interview. Don’t forget to ask for permission to take notes. Use open-ended questions, sit back, and listen to the person—discover their value and value add to the initiative you are supporting.
Facilitator Style Questions
Political Risks in Meetings — Interviewing Questions
Participant Selection
Optimally you should choose the best participants. The business and technical partners along with the executive sponsor should approve the list. The method works like this:
- Ask the partners who should participate—make a list.
- Have your executive sponsor detail who should participate—adjust
the list.
- Ask each participant who should participate—adjust the list.
When you have finished interviewing the participants, explain to the partners who you believe should participate and why. The partners will accept or modify the list. Once you both agree, have the partners get the executive sponsor to approve.
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Don’t ruin your career by hosting bad meetings. Sign up for a workshop or send this to someone who should. MGRUSH workshops focus on meeting design and practice. Each person practices tools, methods, and activities every day during the week. Therefore, while some call this immersion, we call it the road to building high-value facilitation skills.
Our workshops also provide a superb way to earn up to 40 SEUs from the Scrum Alliance, 40 CDUs from IIBA, 40 Continuous Learning Points (CLPs) based on Federal Acquisition Certification Continuous Professional Learning Requirements using Training and Education activities, 40 Professional Development Units (PDUs) from SAVE International, as well as 4.0 CEUs for other professions. (See workshop and Reference Manual descriptions for details.)
Want a free 10-minute break timer? Sign up for our once-monthly newsletter HERE and receive a timer along with four other of our favorite facilitation tools, free.
by Facilitation Expert | Jun 4, 2015 | Facilitation Skills, Meeting Support
How to run a better meeting is like learning to be a better listener, easy to understand but hard to do.
Why? Poor muscle memory. What can we do about it? Change our muscle memory. While perfect practice remains the best way to overcome poor muscle memory, take a closer look at the International Institute of Business Analysis™ (IIBA®), in particular the newest edition of their Guide to the Business Analyst Body of Knowledge ® known as BABOK® Guide v3.
In the Business Analyst Body of Knowledge about disciplined and structured thinking, the term ‘facilitate’ appears 112 times over 514 pages. Statistically, ~25 percent of its pages indicate the need, reference, or link to the importance of facilitation.
Operational Definitions
Good and Bad Muscle Memory
Interestingly, and perhaps to avoid redundancy, the IIBA provides two different operational definitions for the term ‘facilitation.” In section (9.5.1) focused exclusively on facilitation, they state (pg 217) that:
Facilitation is the skill of moderating discussions within a group in order to enable all participants to effectively articulate their views on a topic under discussion and to ensure that participants in the discussion are able to recognize and appreciate the differing points of view that are articulated.
Later in the much-appreciated Glossary, they use the following definition (pg 456):
facilitation: The art of leading and encouraging people through systematic efforts toward agreed-upon objectives in a manner that enhances involvement, collaboration, productivity, and synergy.
In addition, we also humbly suggest that facilitation is both an art AND a science. Therefore, we use the term SMart, suggesting the combination of an objective scientific method (SM) combined with the subjective and adjustable features, the ‘art’ (ergo, SMart). To the extent possible, we aspire toward repeatable, consistent outputs by using the rigor of disciplined structure.
The Business Analyst Body of Knowledge further provides a reference to many of the opportunities for us to improve our muscle memory by becoming better facilitators, and although too many to list, here are a few samplings where you ought to focus your practice efforts to become more facilitative when leading groups of people:
Initially, facilitate . . .
- alignment of goals and objectives
- analysis and deep understanding of the organization’s processes
- articulation of the product vision statement
- consensus building and trade-offs and ensure that solution value is realized and initiative timelines are met
- coordinated and synchronized action across the organization by aligning action with the organization’s vision, goals, and strategy
- cost management and reduce duplication of work
- decision-making and conflict resolution, and ensure that all participants have an opportunity to be heard
- drawing and storing matrices and diagrams to represent requirements
- estimations of the value realized by a solution
- holistic and balanced planning and thinking
- identification of potential improvements by highlighting “pain points” in the process structure (i.e., process visualization)
- interactions between stakeholders in order to help them make a decision, solve a problem, exchange ideas and information, or reach an agreement regarding the priority and the nature of requirements
Furthermore, facilitate . . .
- approval process
- change assessment process
- knowledge transfer and understanding
- meetings with set agendas and meeting roles or informal working sessions
- organizational alignment, linking goals to objectives, supporting solutions, underlying tasks, and resources
- planning, analyzing, testing, and demonstrating activities
- prioritization
- recording, organizing, storing, and sharing requirements and designs
- release planning discussions
- requirements and design traceability
- review sessions, keep participants focused on the objectives of the review, and ensure that each relevant section of the work product is covered
- stakeholder collaboration, and decisions, and understand the relative importance of business analysis information
- understanding and decision-making, the value of proposed changes, and other complex ideas
- Workshops
Additionally,
They also provide some wonderful goals for effective facilitation including:
- encouraging participation from all attendees,
- ensuring that participants correctly understand each other’s positions,
- establishing ground rules such as being open to suggestions, building on what is there, not dismissing ideas, and allowing others to speak and express themselves,
- making it clear to the participants that the facilitator is a third party to the process and not a decision maker nor the owner of the topic,
- preventing discussions from being sidetracked onto irrelevant topics,
- remaining neutral and not taking sides, and
- using meeting management skills and tools to keep discussions focused and organized.
Finally,
it is interesting that in this third edition, within the Section called Interaction Skills, they broadened the scope of facilitation by:
- Facilitation and Negotiation—split competencies and renamed Facilitation
Particularly interesting to us since many times participants are in violent agreement with each other, but need a solid facilitator to arrive at a common understanding.
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Don’t ruin your career by hosting bad meetings. Sign up for a workshop or send this to someone who should. MGRUSH workshops focus on meeting design and practice. Each person practices tools, methods, and activities every day during the week. Therefore, while some call this immersion, we call it the road to building high-value facilitation skills.
Our workshops also provide a superb way to earn up to 40 SEUs from the Scrum Alliance, 40 CDUs from IIBA, 40 Continuous Learning Points (CLPs) based on Federal Acquisition Certification Continuous Professional Learning Requirements using Training and Education activities, 40 Professional Development Units (PDUs) from SAVE International, as well as 4.0 CEUs for other professions. (See workshop and Reference Manual descriptions for details.)
Want a free 10-minute break timer? Sign up for our once-monthly newsletter HERE and receive a timer along with four other of our favorite facilitation tools, free.
by Facilitation Expert | May 28, 2015 | Leadership Skills, Managing Conflict, Meeting Support
Using structured meetings with facilitation and professional meeting design quickly gets people to focus on the right question at the right time.
Structured meetings capture broad and specific wisdom by sticking to facts. Groups fail (or operate at poor levels) either because they don’t care, don’t have the talent, or don’t know how. Knowing that there is almost always more than one right answer, and with a sincere effort toward ever improving, our method focuses on group decision-making, planning, analysis, and prioritization. Since nearly all of our contacts come from ‘word-of-mouth’, an alumnus called us to help justify a private workshop. Our private workshops include leadership, facilitation, and meeting design. We built this content for their benefit.
Fact One
A lot of meeting time goes unproductive and an entire meeting may be viewed as a waste of time.
- A meeting involves real costs as the frequency and length of meetings continue to grow around the world.
- Studies prove that a normal meeting falls short of being 50 percent productive.
- Poorly run meetings prevail and some people and their entire culture now have “meeting dementia.”
- A meeting can create a common understanding and higher quality decisions than people on their own.
So What?
With structured meetings, groups can avoid 25 to 35 percent of costs or lots of U$D per year.
- While groups lose money due to running a poor meeting, individuals are forced to work longer hours to make up for it.
- The negative culture of a group causes the loss of highly valued people.
- A major company found a 400 percent increase in productivity using a collaborative project when compared to using serial interviews and combining requirements in a similar project.
- It has been observed that many ‘requirements’ are not ‘bad’, rather higher costs are driven by what is omitted or missed.
Now What?
Therefore, on a pilot basis, embrace a structured approach to running a meeting.
- Secure commitment to improve meeting efficacy and to support workshops when advised.
- Enable the supplies and other resources to support the benefit of structured meetings.
- Empower select people with expert, professional training.
Fact Two
Members spend hundreds of hours leading without training in structured meetings or facilitation. Unstructured meetings lead to confusion and even contrary understanding.
- Frequently people find themselves in violent agreement with each other.
- The following list highlights 14 frequently mentioned problems by over 1,000 managers (alpha sort):
Structuring Meetings
- Disorganized
- Dominators
- Getting off subject
- Inconclusive
- Ineffective for making decisions
- Ineffective leader/ lack of control
- Interruptions (inside and out)
- Irrelevant information discussed
- No goals or agenda
- Poor preparation
- Rambling discussion individuals
- Started late
- Time wasted
- Too lengthy
So What?
The problems listed above have a negative impact on the people and their culture.
- Organizations may regress compared to their competitors and other options.
- Members are not taught to think about options and other opportunities.
- Partial growth becomes the norm rather than rapid growth, as breakthroughs get missed.
- The culture trends toward becoming reactive rather than proactive, following rather than leading.
- Some members are satisfied with any decision and remain unaware of the importance of decision quality.
Now What?
Therefore, promote a new effort toward meeting efficacy and group focus, starting with properly trained leaders.
- Ratify funds to be used both internally for supplies and externally for professional training.
- Enable members to provide comments and feedback to ensure ‘perfect practice’ of new skills learned.
- Given the importance of meetings and effective facilitation, build a Community of Excellence.
- Appreciate the value of ongoing training and anticipate advanced training in the future based on in-house meeting design.
Benefits
- Ability to test for the quality of outputs before meetings end (the worst deliverable of any meeting is another meeting)
- Agendas, tools, and outputs become more consistent
- Analysts obtain higher-quality information
- Coherent communication among meeting participants, project, steering, and other teams
- Members learn HOW TO THINK, and become more effective from “board room to boiler room”
- Faster results: Facilitated sessions speed up the capture of information, especially when meeting participants (aka subject matter experts) arrive and know in advance the questions and issues that need to be answered
- Fewer omissions—Projects speed up with an increase in clarity and a reduction in uncertainty
- Heightened involvement by all stakeholders
- Higher quality results: Groups of people make higher quality decisions than the smartest person in the group. Facilitated sessions encourage diverse points of view that enable the group to identify new options. And, it is a proven fact that people or groups with more options make higher-quality decisions.
- Major reduction of total resources compared to serial interviewing techniques
- People excite people: Facilitated meetings can lead to innovation and become the catalyst for innovative activities because multiple points of view create a richer (360-degree) understanding of a problem, rather than a narrow, myopic view.
- Transfer of ownership: Facilitated sessions build further action by creating outputs that support follow-up
- Witness a decline in smart people making dumb decisions
Glossary
Stakeholders, including both internal and external customers and the project team, are all affected by the outcome.
Workshops are meetings focused on a single topic and output, NOT simply informational exchange, rather they build. Like projects, workshops have at least three phases: preparation, the workshop itself, and activities after:
- The key to preparation is meeting with members to agree on objectives, estimate and plan the workshop, prepare the members, develop agendas, and finish the logistics.
- The workshop itself is an environment with the use of visuals striving for win-win situations, defined as consensus.
- The final phase completes the output, resolves open issues, and communicates with stakeholders about the next steps.
❖ Interactive design (defined): A structured meeting designed to extract high-quality information from stakeholders in a compressed time frame using a proven methodology, visual aids, and a workshop process to enhance communications— use a neutral facilitator to guide members through a structured, yet flexible approach, towards a common goal (ie, deliverable).
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Don’t ruin your career by hosting bad meetings. Sign up for a workshop or send this to someone who should. MGRUSH workshops focus on meeting design and practice. Each person practices tools, methods, and activities every day during the week. Therefore, while some call this immersion, we call it the road to building high-value facilitation skills.
Our workshops also provide a superb way to earn up to 40 SEUs from the Scrum Alliance, 40 CDUs from IIBA, 40 Continuous Learning Points (CLPs) based on Federal Acquisition Certification Continuous Professional Learning Requirements using Training and Education activities, 40 Professional Development Units (PDUs) from SAVE International, as well as 4.0 CEUs for other professions. (See workshop and Reference Manual descriptions for details.)
Want a free 10-minute break timer? Sign up for our once-monthly newsletter HERE and receive a timer along with four other of our favorite facilitation tools, free.
by Facilitation Expert | May 21, 2015 | Leadership Skills
In Brian Aull’s book The Triad: Three Civic Virtues That Could Save American Democracy, you’ll find an insightful approach to living in any democracy. For over a decade, the MG Rush Leadership Technique has also promoted a ‘trivium.’ The “Law of Threes” is found in many of the world’s great philosophies, such as Jainism’s Faith, Right Knowledge, and Right Conduct, or St. John’s Apocryphal Thought, Word, and Deed. Let’s explore Aull’s suggestions for improving your community. Note carefully how they align with these timeless principles.
Brian Aull Ph.D. (M.I.T.)
Aull seeks to counteract the forces that ‘atomize’ or fracture society, promoting selfishness and materialism. Drawing from his experiences growing up in the Midwest, Aull presents a framework that transcends traditional political labels, describing it as neither ‘liberal’ nor ‘conservative,’ but simply sensible. This is not an academic book; instead, it offers common-sense reflections on how society has evolved, particularly how politicians, voters, and other stakeholders have distorted the once-promising landscape of the United States in the 20th century. His urgent message calls for approaches that prioritize community improvement above all else.
Aull makes a compelling argument for citizen-driven change, asserting that the political system is stagnant and ineffective—a point few would dispute. His concern stems from the many well-intentioned individuals who are waiting for change to happen, rather than actively initiating it. He begins by critiquing the current two-party system and delves into the influences of money, media, and ideological extremism in politics.
He then contrasts competition and collaboration in a free market, employing the ‘Gallant and Rude’ effects to illustrate his points. Aull emphasizes the importance of developing a society based on the ‘collaborative functioning of diverse parts,’ setting the stage for his core message and call to action, centered on:
- A spirit of service,
- A commitment to learning, and
- Building community.”
A Pathway to Building a Better Community
Aull lays out his arguments with personal passion, using coherent examples in an easy-to-read style. When discussing the spirit of service, he urges voters to elect leaders of good character—those who prioritize the common good. His exploration of what constitutes ‘common’ is particularly insightful and worth reading. As he emphasizes a commitment to learning, some readers may recognize the disadvantages of living in the U.S., particularly in relation to education and opportunity.
Aull’s discussion on building community is perhaps his most persuasive. He candidly reveals that his wife is the daughter of an African American father and a white mother, adding depth to his call for unity. The benefits of building community, he argues, culminate in a call to service (the will to act) and learning (the pursuit of wisdom). Aull underscores that the beauty and power of a thriving community come from balancing individualism with diversity, ultimately fostering a strong sense of shared purpose.
Drawing on both historical and contemporary experiences, Aull makes a compelling case for virtues like civility, freedom, and compassion. He argues that freethinking individuals exhibit true humanity and that those with good character are inherently compassionate. He advocates for a vibrant free market with a social conscience, citing examples of companies that perform well financially while upholding ethical standards. Aull calls for a smaller, more responsive government that works closely with citizens to ensure fairness for those who cannot advocate for themselves, particularly the elderly and infirm. His practical suggestions on voting, Congress, and lobbying merit serious consideration.
Humane and Compassionate Decision-Making
Aull offers an engaging discussion of Adam Smith, Karl Marx, and the ‘invisible hand.’ He reminds us that:
‘No society can surely be flourishing and happy, of which the greater part of the members are poor and miserable.’
He debunks myths about free enterprise while respecting individual rights. He urges us to imagine the state of our environment—air, water, and land. An environment that largely enforces no consequences for those who pollute.
He redefines prosperity, not as financial wealth, but as the freedom to pursue meaningful goals without the constant burden of money. His logical approach to healthcare includes startling facts, and his treatment of economics and race issues is grounded in eye-opening statistics about the long-term impact of the slave trade on Africa and the wealth it generated for Europeans and Americans.
Educators will appreciate his persuasive case for increasing pay for effective teachers. Scientists will value his commitment to keeping religion honest through rational inquiry. Humanitarians will be moved by his hopeful vision for the future. We urge others to read this book and embrace its call to action. And you should too.
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Don’t ruin your career by hosting bad meetings. Sign up for a workshop or send this to someone who should. MGRUSH workshops focus on meeting design and practice. Each person practices tools and methods daily during the week. While some call this immersion, we call it the road that yields high-value facilitation skills.
Our workshops also provide a superb way to earn up to 40 SEUs from the Scrum Alliance, 40 CDUs from IIBA, 40 Continuous Learning Points (CLPs) based on Federal Acquisition Certification Continuous Professional Learning Requirements using Training and Education activities, 40 Professional Development Units (PDUs) from SAVE International, as well as 4.0 CEUs for other professions. (See workshop and Reference Manual descriptions for details.)
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by Facilitation Expert | May 14, 2015 | Meeting Agendas
While by no means ‘exhaustive,’ we researched and assembled various meeting types and purposes of meetings from dozens of sources, too many to provide attribution for a brief blog (write us if you want more detail). Therefore, we found it humorous that the world does not even agree on the definition of a ‘type.’
We discovered the purposes of meetings or meeting types are stratified by numerous factors, topologies, and types. However, you will discover three dominant themes that include planning, decision-making (prioritization), and problem-solving:
Illustration of Author After Completing This Article on the 94 Purposes of Meetings
Stratification Factors Behind the Purposes of Meetings
- Audience (e.g., shareholder vs. stakeholder)
- Deliverable (output)
- Location (onsite vs. offsite)
- Meeting leader role (manager vs. facilitator)
- Outcome (desired)
- Resource (e.g., production vs. project)
- Rules (e.g., open vs. private)
- Size (quantity of participants and size of venue)
- Style (e.g., face-to-face vs. virtual)
- Timing (variations included chronology, duration, frequency, and preparation time)
- Topic (e.g., financial review vs. party), and
- Variants of the above
Possible Topology for the Purposes of Meetings
Some sources provided context and justified their topology. We especially love the following comment because it is so definitive, albeit wrapped in truth (sources -Seth Godin and others):
“There are three types of meetings. Meetings are marketing in real time with real people. Therefore, a conference is not a meeting. A conference is a chance for a circle of people to interact. There are only three kinds of classic meetings:
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This is a meeting where attendees are informed about what is happening (with or without their blessing). While there may be a facade of conversation, it’s primarily designed to inform.
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This is a meeting where the leader actually wants feedback or direction or connections. You can use this meeting to come up with an action plan, or develop a new idea, for example.
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This is a meeting where the other side is supposed to say yes but has the power to say no.”
—OR—
“While there are a variety of reasons to call for a group meeting (some of which have little to do with decision making or problem solving), for our purposes we will categorize decision-making meetings into one of the following.
- Strategy
- Problem solving
- Operational decisions
- Evaluation”
—OR—
“There are six types of meetings:
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Organizational meetings;
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Regular meetings;
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Special or emergency meetings;
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Work sessions;
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Public hearings; and
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Executive sessions.”
We did little to clean up or edit the following and did not attempt to defend it, but rather to share it. Therefore, when redundancies were obvious, we combined some definitions. Additionally, some purposes of meetings or meeting types were provided without definition. Some purposes of meetings or meeting types may appear redundant, but due to rhetorical differences, we could not be certain if they were identical or not, so we kept them as discrete purposes of meetings or meeting types.
The 94 types or purposes of meetings we identified are as follows.
A meeting called for a special purpose. For example, a team of individuals chosen by the company to join a trade show and represent the company. The meeting discusses the important things and activities during the event.
If the meeting participants are solely board and directors members of the organization, definitely it is termed as a board meeting.
With customers, clients, colleagues, etc.; often require presentations.
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Class Meetings
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Client Meetings:
Some organizational teams start working on a new project and possibly a new client through a discussion.
Some of your employees and managers may work closely with suppliers, customers or business partners on projects such as joint product development or supply chain improvements. Bringing external groups into meetings with your employees helps to strengthen business relationships and gives your employees a greater sense of customer focus.
A type of meeting according to wherein two or more of the meeting categories get covered in a single meeting session.
To interpret decisions, get input, build relationships, gain trust, etc.
A highly structured, moderated meeting, like a presentation, where various participants contribute following a fixed agenda.
To assure all know what’s happening when and who is responsible.
To define new markets, create new products, etc.
A meeting where the leader actually wants feedback or direction or connections. You can use this meeting to come up with an action plan, or develop a new idea, for example.
A meeting is called to address a crisis, whether internal or external. Such meetings are often arranged with very little notice. If the emergency meeting conflicts with another appointment, the emergency meeting typically takes precedence. If a serious problem, such as a fire or major financial loss occurs, it’s essential to inform the whole company so that all employees understand the implications and the changes that will occur. In the event of a serious fire, for example, employees may have to work in temporary accommodation with limited access to telephones and other resources. A major disaster or loss may lead to redundancies or even closure. By communicating openly in the meeting, you can reduce feelings of uncertainty in the workforce and avoid the risk of rumors spreading.
Meetings are held to evaluate a new process, structural modification, new program, etc. Held to establish a set of evaluative criteria based on the goals of the new program or process.
If allowed by charter, these meetings are closed to the public and press and generally are held for discussion of legal (litigation, advice from counsel, etc.), personnel, or other confidential matters. There are very specific legal provisions for closing the meeting such as recording the vote of council members who authorized the meeting and recording the circumstances of the meeting in the official minutes of the municipality. Executive meetings are typically held in accordance with the strict mandates of the Open Meetings Act.
Feedback meetings are conducted when the purpose is to let individuals provide reactions and feedback to one or several participants on a certain presentation or project.
When there is a need to make status reports and present new information, participants gather for a feedforward meeting. Otherwise known as reporting and presenting.
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Financial Review (or Update) Meetings
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Holiday Meetings
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Where attendees are informed about what is happening (with or without their blessing). Designed primarily to inform.
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Interdepartmental Meetings:
To get input, interpret decisions and policies, share info, etc.
Generally when conducting a pre-interview, exit interview, or a meeting between the investigator and representative
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Investor Meetings
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Keynote Speeches
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Kickoff (or First) Meetings:
The first meeting with the project team and the client of the project to discuss the role of each team member. This initial gathering is called a kick-off meeting. It is also during this time wherein members are assigned individual tasks on the project.
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Large Conference Meetings
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Leadership Meetings
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A conference among managers and supervisors is called a management meeting. If the meeting participants are solely board and directors members of the organization, definitely it is termed as a board meeting.
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Manager Meetings
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Meetings to Plan Bigger Meetings
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New Business Pitch Meetings
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Off-site Meetings:
Also called an “offsite retreat” and is known simply as a meeting in the UK.
A meeting is not necessarily composed of a group of individuals. A discussion of two individuals is called a one-on-one meeting. Your boss may sometimes conduct a one-on-one meeting with you and the other employees individually to talk about your performance appraisal.
Best used for internal team collaborations. No designated host is needed. Anyone start meetings at any time.
Make decisions such as staffing, purchase, or work method decisions. The issue here is the establishment of a set of criteria (derived from the goal of the decision and claimant issues) by which to evaluate alternatives.
Usually very soon after each election, a meeting may be necessary to establish the procedures concerning the conduct of council meetings. Local practices may vary, but generally, the meeting should establish: regular dates, times, and locations for routine council meetings; rules of procedure for conducting business at meetings (Robert’s Rules, etc.); and assignment of council member duties (i.e., mayor pro tempore, committee chairpersons, etc.). Many municipalities adopt and publish a schedule of meeting dates for an entire year, while charter sets others.
This is a meeting where the other side is supposed to say yes but has the power to say no.
If certain structuring and future resolutions need to be made, a planning meeting can be called.
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Political Meetings
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Pre-Bid Meetings:
A meeting of various competitors and or contractors to visually inspect a job site for a future project. The future customer or engineer who wrote the project specification to ensure all bidders are aware of the details and services expected of them normally hosts the meeting. Attendance at the Pre-Bid Meeting may be mandatory. Failure to attend usually results in a rejected bid.
A highly structured meeting where one or more people speak and a moderator leads the proceedings. The purpose is usually to inform. Attendees provided an opportunity to ask questions but typically permitted limited participation.
Used for managing meetings, where the host has control. The meeting starts when the host opens the meeting. Host controls who can or cannot enter live meetings and host controls role delegation.
When a specific problem emerges, usually manifesting itself in the form of some type of response from a dissatisfied stakeholder or claimant, a problem-solving meeting is held. These meetings take one of two general forms.
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- Solve the immediate problem— The focus of this type of meeting is to determine how to satisfy the immediate concerns of the dissatisfied stakeholder. For example, if a specific customer has received a batch of defective parts, the issue might be, How to we get non-defective parts to this customer?
- Solve the long-range problem—the focus of this type of meeting is to reduce the likelihood of a given type of problem surfacing in the future, by diagnosing the cause(s) of this recurring problem and developing a solution consistent with these causes that solves the problem. In the above example, the problem might be defined as, How do we reduce the likelihood of defective parts being produced?
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Production Meetings
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Project meetings bring together people from different departments working on a specific task, such as new product development or business reorganization. They take a number of different forms, including planning and progress meetings, brainstorming sessions, or design and review meetings.
The council holds public hearings when it is considering a subject having unusually high community impact and when it is considering items for which local, state, or federal regulations mandate such hearings. The main purpose of such a hearing is to obtain testimony from the public. An issue on which a public hearing is held may be the subject of several work sessions and may generate potentially more citizen participation than can be accommodated at a regular meeting with its other normal business items.
An additional meeting of the council for a public hearing can be valuable in providing the public an opportunity to learn the current status of a project and give the council, as the public policymakers, clear indications of public sentiment before making a decision. Additional work sessions at a subsequent meeting generally follow the public hearing before final council action on the matter at a regular hearing.
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Public Relations Meetings
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Quick Business Meetings:
To check in, coordinate, share info, prepare for next steps, anticipate customer or employee needs, answer questions for each other, etc. Therefore, and to be ‘quick,’ meetings like these provide a narrow focus.
This is the official, final public action meeting. It is the only meeting where the council may adopt ordinances or regulations. One very important feature of the regular meeting is the public forum aspect. The regular meeting generally includes at least a citizen comment period and often incorporates a formal public hearing on one or more subjects. While allowing public comment to some degree, the regular meeting always allows the public an opportunity to hear the council’s discussion on each subject.
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Religious Meetings
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Report Meetings
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Research Review Meetings
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Sales Conference:
A sales conference is an important communication and motivational tool. Sales representatives spend the majority of their time away from the office, often working alone. Holding a sales conference brings your sales team together with other members of the company who affect their success, such as marketing staff, product specialists, and senior managers. You can use the conference to launch important initiatives such as a new product announcement or a major advertising campaign, as well as communicate your company’s plans for the next quarter or the next financial year.
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Sales Meetings
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School Meetings
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Seminar:
A structured meeting with an educational purpose. Therefore, seminars are usually led by people with expertise in the subject matter.
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Shareholder Meetings
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Skills Building Meetings
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Small Conference Meetings
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Regular meetings are scheduled in advance (usually one or two per month) to allow the public, press, and persons having business for the council to attend the meetings. However, special situations may require convening a special meeting often with little, if any, advance notice. Examples of special meeting items include emergency ordinances, unexpected matters requiring official action before the next regularly scheduled meeting, emergency equipment replacement, financial problems, and health and safety emergencies. While the occasional need for such meetings cannot be denied, use the term “emergency” very carefully to avoid abuse of the special meeting.
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Sports Meetings (and Events)
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Typically a meeting between a manager and those that report to the manager. Therefore with clear intention, staff meetings enable managers to keep employees informed on issues that affect their work. If there is a major policy change or other issue that affects the whole company, you may prefer to hold a meeting of all employees to explain the change.
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Stakeholder Meetings
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Stand-up Meetings:
A meeting with attendees physically standing. Therefore, the discomfort of standing for long periods helps to keep the meetings short, (no more than 10 minutes to plan the day, make announcements, set expectations, assure understanding and alignment, identify upcoming difficulties, etc.).
A regularly scheduled appointment, such as a weekly one-on-one with a boss or a department; or a project meeting taking place at intervals until the project is over. Since these meetings recur, their format and agenda become relatively well established. Although it’s important to hold these meetings at routine intervals for convenience and consistency, at times they can be rescheduled.
A meeting that is leader-led and is done through one-way communication reporting is called a status meeting.
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Strategy Building Meetings:
Strategy or planning meetings are called to determine the future direction of the organization or unit. Consequently, they discuss the issues of the mission and current strategies for achieving it.
Using tools like the TO-WS (Threats, Opportunities, Weaknesses, Strengths) model; assess the current direction of the organization. Consequently, when it is discovered that changes in the environment render the current mission and/or strategy inappropriate, a new strategic plan is developed.
Task-related meetings use the knowledge and experience of group members to accomplish a work task, such as problem-solving, decision-making, fact-finding, planning, etc. Therefore, these meetings are highly interactive and involve two-way communication between all participants. Task-related meetings also tend to fall apart more quickly with poor meeting management. Consequently, the two variations include:
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-
- Directed—the leader runs the meeting and controls the agenda.
- Facilitated—An impartial facilitator runs the meeting and controls the agenda and technique. Least common, but growing in use due to effectiveness for decision-making and building.
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Team Meetings:
A meeting among colleagues working on various aspects of a team project. Hence, meeting scope creep becomes a huge concern.
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Termination Meetings
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Topical Meetings:
A gathering called to discuss one subject, such as a work issue or a task related to a project.
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Training Session Meetings
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Trip Planning Meetings
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Twelve Step Meetings
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Update Meetings
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For presentations, training, and town hall meetings. Therefore, the meeting starts when the host opens the meeting and upon entry, they mute other participants. Consequently, the host controls the delegation.
To produce a product or intangible result such as a decision.
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Work Sessions (workshops):
These are the most common meetings in most municipalities. Work sessions are essentially “shirt-sleeves” meetings where the council discusses issues informally to achieve a more complete understanding of one or more subjects. Perhaps held in another room away from the formal council chamber with a “round-table” type seating arrangement to promote informal discussion. Therefore, these sessions take many forms and cover virtually any subject matter. Typical work sessions will include a variety of items and will generally serve as a background discussion about items scheduled for official action at the next regular meeting.
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Year Beginning Meetings
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Year End Meetings
Leaving much to wonder . . . but after this exhausting effort, we would prefer a holiday, party, or sports meeting. However, why do you conduct and attend meetings (please check any that apply)?
[polldaddy poll=8670797]
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Don’t ruin your career by hosting bad meetings. Sign up for a workshop or send this to someone who should. MGRUSH workshops focus on meeting design and practice. Each person practices tools, methods, and activities every day during the week. Therefore, while some call this immersion, we call it the road to building high-value facilitation skills.
Our workshops also provide a superb way to earn up to 40 SEUs from the Scrum Alliance, 40 CDUs from IIBA, 40 Continuous Learning Points (CLPs) based on Federal Acquisition Certification Continuous Professional Learning Requirements using Training and Education activities, 40 Professional Development Units (PDUs) from SAVE International, as well as 4.0 CEUs for other professions. (See workshop and Reference Manual descriptions for details.)
Want a free 10-minute break timer? Sign up for our once-monthly newsletter HERE and receive a timer along with four other of our favorite facilitation tools, free.
Related articles
by Facilitation Expert | May 7, 2015 | Meeting Support, Planning Approach
Facilitating a planning session makes you a change agent.
Because even President Eisenhower (then General) was known to say,
“In preparing for battle I have always found that plans are useless, but planning is indispensable.”
While an effective facilitator keeps their group focused on the meeting output (i.e., deliverable), the real work begins when the meeting is over, because what we really plan for are new outcomes. Consequently, planning intends to change minds, not merely make plans.
Therefore, when President Eisenhower was suggesting that three-ring binders may sit on a shelf and gather dust, he implied that key deliverables from planning sessions occur in the fifteen cm (six inches) between our ears.
To change (as a verb) can mean a lot of things including, among others, to:
From Planning to Rewards
- Adapt
- Adjust
- Alter
- Amend
- Differentiate
- Doctor
- Evolve
- Innovate
- Modify
- Productize
- Redesign
- Refine
- Remodel
- Reorder
- Reorganize
- Reshape
- Restyle
- Revamp
- Revise
- Transfigure
- Transform
- Tweak
- Vary
Change or Be Changed
Every one of us has been involved in change, and if you are reading this, you are probably involved in a change effort right now. Congratulations, the ability to lead a group of people to change, agree, and take ownership and maintenance of the future state represents tremendous success for the session leader who got them there.
Consequently, groups that are proactive in their approach to change make more money than those who simply react. Many studies point to innovation as the modern driver of profitability. As a core competency, groups who become adept at change, which can convert their creativity into profit (innovation defined), learn the value of effective facilitation. The facilitator, remaining unbiased and neutral about HOW TO change, serves as the primary catalyst and accelerator of change, corporate learning, and financial growth.
The more we mature in the role, the more we understand that corporate reality is subjective and decisions are driven by the perception of reality, from each person. Therefore, we embrace learning to ‘homogenize’ our separate realities into our common, objective reality—that is unfortunately accepted by everyone but owned by no one. As context experts, our role during meetings get people closer to shared understanding, to acceptance of what is truly objective, and to own their commitments and consequences when our meetings conclude. When performed seamlessly, our role helps individuals who help groups that help organizations exceed their goals and maximize their financial rewards. And to think, it all started with a planning meeting.
In the words of Giuseppe di Lampedusa in The Leopard, even:
“If we want things to stay as they are, things will have to change.”
______
Don’t ruin your career by hosting bad meetings. Sign up for a workshop or send this to someone who should. MGRUSH workshops focus on meeting design and practice. Each person practices tools, methods, and activities every day during the week. Therefore, while some call this immersion, we call it the road to building high-value facilitation skills.
Our workshops also provide a superb way to earn up to 40 SEUs from the Scrum Alliance, 40 CDUs from IIBA, 40 Continuous Learning Points (CLPs) based on Federal Acquisition Certification Continuous Professional Learning Requirements using Training and Education activities, 40 Professional Development Units (PDUs) from SAVE International, as well as 4.0 CEUs for other professions. (See workshop and Reference Manual descriptions for details.)
Want a free 10-minute break timer? Sign up for our once-monthly newsletter HERE and receive a timer along with four other of our favorite facilitation tools, free.
by Facilitation Expert | Apr 30, 2015 | Decision Making, Planning Approach
The continuum of leadership behavior provides one context for understanding the best time and place for individual decisions versus group decisions. That continuum, as illustrated below, ranges from the completely subordinate-centered approach to the completely leader-centered approach. In between these extremes are another four types that blend or offset the “center” perspective.
Range of Meeting Leadership Styles
Both approaches can provide value, while specific advantages depend on some of the factors discussed below. Frequently, the advantages of group decision-making include:
- Improved quality of decisions, proven over and over because of contributing factors such as . . .
- Ability to generate more ideas and options
- Self-monitoring that forces participants to keep each other honest
- Fewer errors in using information that is available
- Availability of more information
- Reduction of potential individual bias
- Willingness to manage higher levels of risk
- Increases ownership through higher levels of understanding, acceptance, and likelihood to make necessary adaptations during implementation.
- Participating individuals are strengthened, learn more, and can more readily re-apply the same rationale when they are making subsequent individual decisions.
Downside of Group Decision-making
There are some downside considerations as well including:
- Potential to take more time
- May create or heighten expectations, perhaps making them unobtainable
- Could be at variance with management or senior staff
- Quality of the output or decision might be hampered if the group is dominated by an individual(s), submits to forced selection or voting (leading to “losers” and consequent abandonment of ownership), or congeals into what Janis (1972) describes as “Groupthink.”
Groupthink describes a state or condition when the group regresses into poor thinking and social pressures. Janis claims that three factors increase the likelihood of groupthink, namely: insulation from qualified outsiders, leaders who promote their favorite position, and strong cohesion. You may be witnessing groupthink if you observe some of the following symptoms:
- Excessive optimism and illusion of invulnerability
- Tendency to dismiss contrary points of view accompanied by collective efforts to rationalize their own position or discount the positions of others
- Unquestioned beliefs in the group’s supposed moral superiority and ignoring the consequences of their decision(s)
- Prejudicial comments and stereotyping outsiders not in the meeting
- Audible and non-verbal pressure on participants to conform
- Censorship of deviations from what has congealed to be ‘consensus’
Research shows, however, that decision-making by consensus tends to result in higher quality decisions than command control, manipulation, persuasion, voting, and other means of compromise.
What is Consensus?
Consensus must be carefully defined. A robust method will make full use of all the resources in the group, can be relied on for acceptable ways to reconcile conflict, and will generate the ownership a group needs to ensure that what goes on in the meeting is carried out after the meeting has concluded. We highly recommend that ‘consensus’ DOES NOT mean we are making everyone happy. Rather, we are striving for a common acceptance and level of understanding that would include ‘yes’ answers by all participants to the following questions:
- Can you live with this (decision/ plan/ output/ outcome, etc.)?
- Will you support it professionally and not subvert it when the meeting concludes?
- Will you personally lose any sleep over it?
Resulting in Synergy
We could define synergy as the increased effectiveness of working together where the outcome becomes greater than the sum of the parts. We are seeking an answer that did not walk into the meeting, rather it can be created during the meeting. For a meeting with nine people, for example, we are looking for the tenth answer. Synergy frequently results among groups that are seeking consensus, built around a common goal. When supported by strong facilitation, participants agree on a clear and common goal (typically the meeting deliverable), share openly, listen carefully, and think clearly, and they are likely to achieve synergy.
______
Don’t ruin your career by hosting bad meetings. Sign up for a workshop or send this to someone who should. MGRUSH workshops focus on meeting design and practice. Each person practices tools, methods, and activities every day during the week. Therefore, while some call this immersion, we call it the road to building high-value facilitation skills.
Our workshops also provide a superb way to earn up to 40 SEUs from the Scrum Alliance, 40 CDUs from IIBA, 40 Continuous Learning Points (CLPs) based on Federal Acquisition Certification Continuous Professional Learning Requirements using Training and Education activities, 40 Professional Development Units (PDUs) from SAVE International, as well as 4.0 CEUs for other professions. (See workshop and Reference Manual descriptions for details.)
Want a free 10-minute break timer? Sign up for our once-monthly newsletter HERE and receive a timer along with four other of our favorite facilitation tools, free.
by Facilitation Expert | Apr 16, 2015 | Analysis Methods, Communication Skills, Decision Making
Smart vs Dumb?
According to experts in an emerging field called the Science of Choice, everyone can learn to make higher-quality decisions. In fact, smart people make dumb decisions with alarming regularity. Or, they speak using vague verbs that further confuse the situation. What are the differences between smart and dumb?
First, understand the primary cause of poor individual decisions—overconfidence. Then realize that one of the reasons groups make higher quality decisions than the smartest person in the group is the ability to force participants to think outside of their normal comfort zone. Vague verbs will also get in the way, as discussed below.
Objective or Subjective?
Natural decision-making for individuals relies on an “inside view”. Not surprisingly, we call our meeting participants “subject matter experts” because their inside view is also known as the subjective view. For example, two people eating from the same bowl of chili may arrive at different conclusions. One may find the chili excessively ‘hot” (as in spicy) and the other, not. Both are correct from their subjective points of view, so how do we as facilitators “objectify” their assessment?
Participants, especially when focused on specific situations, tend to use information that is cheap; i.e., costs little in terms of time to access and out-of-pocket costs. They make their judgments and predictions based on a narrow set of inputs. Perhaps, for example, there was only one habanero pepper in the chili, and it ended up in only one of the bowls. Participants do not consider the full range of possibilities. Frequently in planning modes, people paint a “too optimistic” view of the future, largely due to overconfidence.
Overconfidence is central to the inside view and leads to at least two illusions that can dramatically lower the quality of decisions:
Sometimes Smart People Make Dumb Decisions
- Illusion of Control
- Illusion of Superiority
1. Illusion of Control
People behave as if chance events are subject to their influence. Simply stated, people who believe that they have some control over the situation perceive their “odds of success” are higher, even when they are not. Numerous studies have proven the illusion of control, typically using random chance, such as the throw of the dice. Money managers, for example, behave as if they can beat the market when, in fact, very few outperform the major indices.
2. Illusion of Superiority
Most people consider themselves ‘above average’ drivers. Likewise, most professionals place themselves in the top half of performers. Clearly, these judgments are absurd, as at least half of all drivers would be considered ‘below average.’ Likewise for professionals, as people maintain an unrealistically positive view of themselves, not everyone can be above average. In fact, according to one large study, more than 80 percent of those surveyed considered themselves above average. Remarkably, and scary too, the least-capable people often have the largest gaps between their perception and reality. Those in the bottom quartile of various studies dramatically overstate their abilities, and nearly everyone tends to dismiss their shortcomings as inconsequential.
What is the Solution?
Various researchers have discovered that building consensus provides the best way to overcome individual biases. When building consensus, an outside view is brought into the decision-making process that improves the quality of individual decisions. Here is a methodological approach for facilitators:
-
Find a Surrogate (Diverge):
Ask the group to identify similar situations, comparable industries, and significant competitors, or even stir up the group by adding participants with competing points of view.
-
Assess the Distribution of Potential Outcomes (Analyze):
Treat the decision as conditional rather than fixed. Under what conditions might Decision A be more appropriate than Decision B, etc.?
-
Base decisions, especially predictions, on ranges of outcomes and probabilities, and not a fixed set. (Converge):
Consider scenario planning and build at least three decisions; perhaps the sunny, cloudy, and stormy perspectives. Study the outcomes including the most common, and the average, and check the extremes to help influence a group to consider an ‘outside view.’
-
Calibrate the decision or prediction as necessary (Document):
Remember the biases discussed earlier, as it remains likely that the justification of views may remain too optimistic and overconfident. Interesting research within the National Football League (NFL) about counter-intuitive decisions such as going for it on fourth down, two-point conversions, onside kicks, and the like shows that coaches who are willing to break from tradition are more successful by generating more points and victories than those who play it safe. See Antifragile: Things That Gain from Disorder for further discussion that expounds on Chaos Theory.
Some discrete words, here focused on vague verbs, also lend themselves to being DUMB.
DUMB stands for Dull, Ubiquitous, Myopic, and Broad—in other words, vague. Because the terms below carry multiple meanings, participants interpret them based on their individual biases and perspectives—the opposite of consensual understanding.
As you improve your meeting leadership skills, constantly endeavor to listen to yourself. We know about the importance of NOT NEVER EVER using the term “I” after the Introduction has been completed. After all, it is not about you, it is about them. It is OK to use the plural and integrative first person, however, including ‘we’ and ‘us.’
Additionally, keep in mind the following should be directed at participants and do not represent actions that are owned by the facilitator. These terms are typically put in the form of a challenge, such as an action plan for the participants. Limit your choice of using the following words and note the supporting rationale:
15 Vague Verbs to Avoid
Avoid Vague Verbs that are Abstract and DUMB
- Administer—Really? How are you going to do that?
- Assure—What is the action that provides the assurance?
- Consult—Here we have a contronym. Are you giving or receiving something?
- Develop—This requires an entire life cycle of discrete activities.
- Ensure—Given the many things we have no control over, how will you do this?
- Establish—An early process in most life cycles, requiring multiple steps or activities. What are they?
- Expedite—Simply substitute HOW are you going to do this?
- Follow-up—MGRUSH provides three tools for following up. Each tool requires multiple activities to complete the step effectively.
- Implement—Another life cycle term that begs for clear detail.
- Investigate—A life cycle by itself that will require multiple activities.
- Manage—Probably the most abused of all terms (outside of consult). Twelve people will interpret what ‘manage’ means, in a few dozen different ways.
- Monitor—Classic. Sounds good, but HOW are you going to do this?
- Observe—Face-to-face? Secondary information? Third-hand hearsay?
- Perform—Do you mean act? If so, what action will be taken?
We do not expect you to memorize these terms, so strive to integrate the logic. Verbs to avoid are typically vague because they are abstract. Participant-friendly terms are more active and tend towards the concrete. For example, it is easier to visualize someone “telling” someone else, rather than “collaborating.”
SMART vs DUMB Criteria?
The intent here is to illustrate the difference between clear, or SMART (Specific, Measurable, Adjustable, Relevant, and Time-based) definitions and criteria contrasted with unclear or DUMB (i.e., Dull, Ubiquitous, Myopic, and Broad) definitions and criteria.
An Unclear Business Definition
(Example of DUMB Customer ID)
“The ID of the customer”
A Clear Business Definition
(Example of SMART Customer ID)
“A twelve character code that uniquely identifies a customer for our business. The code will be displayed on all customer shipments and invoices. Customers and customer service representatives use this code to resolve shipping or invoicing issues. Finance uses this code to track customer sales performance. Marketing uses this code for determining customer segment and group performance. Sales uses this code to identify products purchases by customer.”
The code consists of the following Characters:
- One—either the letter “I” for customers internal to the company or the letter “E” for customers external to the company
- Two—either the letter “U” for United States customers or the letter “M” for multi-national customers without corporate headquarters in the United States
- Three and Four—two-letter state codes for the United States, Canada, and Mexico or two-letter country codes for other countries
- Five through Ten—system-generated numeric ID that is unique to each customer
- Eleven and Twelve—system-generated numeric ID that is unique to each customer distribution center
______
Don’t ruin your career by hosting bad meetings. Sign up for a workshop or send this to someone who should. MGRUSH workshops focus on meeting design and practice. Each person practices tools, methods, and activities every day during the week. Therefore, while some call this immersion, we call it the road to building high-value facilitation skills.
Our workshops also provide a superb way to earn up to 40 SEUs from the Scrum Alliance, 40 CDUs from IIBA, 40 Continuous Learning Points (CLPs) based on Federal Acquisition Certification Continuous Professional Learning Requirements using Training and Education activities, 40 Professional Development Units (PDUs) from SAVE International, as well as 4.0 CEUs for other professions. (See workshop and Reference Manual descriptions for details.)
Want a free 10-minute break timer? Sign up for our once-monthly newsletter HERE and receive a timer along with four other of our favorite facilitation tools, free.
by Facilitation Expert | Apr 2, 2015 | Decision Making, Prioritizing
Five principles of successful organizations emerged from Kaplan and Norton’s research on successful Balanced Scorecard adaptors. Hence, the five principles describe the key elements of building an organization that can focus on strategy while delivering breakthrough results. Additionally, high-performance groups depend heavily on effective facilitation and participant ownership.
The nineties are arguably the most worldwide productive in economic history. Because productivity accelerated, market values rose, and unemployment fell to record lows. However, in a Zook survey, only 13 percent of organizations achieved shareholder returns greater than the cost of capital. Therefore setting up the need for a return to strategy, such as the Balanced Scorecard. History will show a pattern of
“excessive exuberance”
to quote Alan Greenspan, and a shift from strategy to tactics, such as:
- First to market
- Operational excellence
- Customer relationship management
As companies abandoned strategy, they began to pay the price—proven by the implosion over the next fifteen years, leading us to, today. Compound that abandonment with a shift from a manufacturing era to the age of knowledge. Notice the transformation in the workplace . . .
From |
To |
Functional (silo) |
Process (integrated) |
Incremental change |
Transformational change |
Management |
Leadership |
Production driven |
Customer-driven |
Tangible assets |
Intangible assets |
Top-down |
Bottom-up |
Five principles of Kaplan and Norton’s Balanced Scorecard include . . .
- Align the organization to the strategy—Nobody is smarter than everybody and robust alignment requires multiple perspectives. An effective, neutral facilitator is the best choice for securing alignment among a group of people.
- Make strategy a continual process—The journey is more important than the destination, and there is no better guide on a journey than a well-prepared facilitator using an appropriate methodology.
- Make strategy everyone’s job—Ownership is key and facilitated sessions can secure individual commitments that must be met to save face. The key output of any facilitated session is agreement on WHO does WHAT and WHEN.
- Mobilize change through executive leadership—Big egos demand great skill and facilitators earn their income over and over when forced to deal with executives, who many times embrace being rational as what is best for them, rather than the entire group. Facilitation helps avoid such a fallacy.
- Translate the strategy into operational terms—Requiring a life cycle of activities as ideas are transformed from the abstract to the concrete. Hence, no better leader can be found than one who manages context on behalf of the subject matter experts.
The message becomes clear. When you want to accelerate results, you better place a high value on the role of facilitator. They can pay for themselves many times over. They may generate more economic value for the organization than other roles, even the CEO. The CEO who has the answer but is unable to realize these five principles within their own organization will likely generate sub-optimal returns.
Balanced Scorecard
______
Don’t ruin your career by hosting bad meetings. Register for a workshop or forward this to someone who should. MGRUSH facilitation workshops focus on meeting design and practice. Each participant practices tools, methods, and activities every day during the week. Therefore, while some call this immersion, we call it the road to building high-value facilitation skills.
Our workshops also provide a superb way to earn up to 40 SEUs from the Scrum Alliance, 40 CDUs from IIBA, 40 Continuous Learning Points (CLPs) based on Federal Acquisition Certification Continuous Professional Learning Requirements using Training and Education activities, 40 Professional Development Units (PDUs) from SAVE International®, as well as 4.0 CEUs for other professions. (See workshop descriptions for details.)
Want a free 10-minute break timer? Sign up for our once-monthly newsletter HERE and receive a timer along with four other of our favorite facilitation tools, free.
by Facilitation Expert | Mar 26, 2015 | Decision Making, Meeting Structure, Prioritizing
Quick Wins are found in the Payoff Matrix shown in the “two by two” below provides the classic means of prioritizing your options. Using return (i.e., Impact of the Solution) and investment (i.e., Cost of Implementation, typically time or money) as the criteria dimensions, it sorts your options into one of four categories:
- Quick Win (aka, Quick Hit)
- Major Opportunity
- Special Effort
- Time Waster
Return on Investment Payoff Matrix
Alternative Payoff Matrix
Perhaps a more engaging and stimulating way to frame the options with a Payoff Matrix substitutes the Probability of Success for the investment or cost dimension. If so, the alternative Payoff Matrix would include the following labels:
- Quick Win
- Tried and True
- Wild and Crazy
- Hail Mary Pass
Probability-Based Payoff Matrix
Method for Building a Payoff Matrix
Once you have built your options, code them onto small Post-It® notes. Alpha coding (i.e., A, B, C, etc.) is preferred to numeric coding (i.e., 1, 2, 3, etc.) because it denies subtle bias about relative importance that is implied when using numbers. Consider iconic coding as an alternative to strip away all possible bias (i.e., ✚, ♢, ✇, etc.).
Place your matrix criteria on a large whiteboard. Begin by facilitating from the zero point, or middle of the matrix. Then work one dimension (criteria) at a time, asking if it is more or less than other options previously posted. Complete when the group can support the entire array.
Alternative
Break your team into three groups and have each group complete their own coding, probably on a large sheet (i.e., 50cm * 75cm), and bring all three Payoff Matrices to the front. Create a fourth and final Payoff Matrix by merging the three, facilitating discussion about the differences until the group can support 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.
______
Don’t ruin your career by hosting bad meetings. Sign up for a workshop or send this to someone who should. MGRUSH workshops focus on meeting design and practice. Each person practices tools, methods, and activities every day during the week. Therefore, while some call this immersion, we call it the road to building high-value facilitation skills.
Our workshops also provide a superb way to earn up to 40 SEUs from the Scrum Alliance, 40 CDUs from IIBA, 40 Continuous Learning Points (CLPs) based on Federal Acquisition Certification Continuous Professional Learning Requirements using Training and Education activities, 40 Professional Development Units (PDUs) from SAVE International, as well as 4.0 CEUs for other professions. (See workshop and Reference Manual descriptions for details.)
Want a free 10-minute break timer? Sign up for our once-monthly newsletter HERE and receive a timer along with four other of our favorite facilitation tools, free.
Related video
by Facilitation Expert | Mar 19, 2015 | Meeting Agendas, Meeting Structure
If it seems that workshops are actually well-run meetings, that is true to a large degree. Well-run meetings and facilitated workshops share similarities. The primary differences between meetings and workshops become evident with the characteristics of each.
All workshops are meetings while most meetings are not workshops
Roughly speaking, meetings deliver up outcomes or conditions, such as “increased awareness,” while workshops document outputs such as strategic plans, decisions, and detailed solutions.
Meeting Characteristics
Workshop Characteristics
- A building method—a way to solve a problem, develop a plan, reach a decision, agree on analytics, design a flow, etc.
- Agenda steps are typically not time-boxed, since early output typically supports product development or process improvement and innovation
- Include formally defined roles and depend on a neutral facilitator
- Remain focused on one development at a time, lasting from a few hours to a few days
Different reasons for hosting workshops versus meetings
Meetings tend to follow one of three themes, to . . .
- Endorse or decide
- Inform
- Monitor and review
Workshops focus on singular topics and strive to build detailed outputs. Successful workshops depend on:
- Knowing clearly what DONE looks like, specific output or deliverables
- An agenda design that engages participants
- Sequencing information-gathering activities or agenda steps
- Monitoring the workshop method to accomplish those goals
Difference Between Meetings and Workshops: The Workshop Canvas
Success for Both Meetings and Workshops
The critical elements necessary for the success of both meetings and workshops include:
- Availability and commitment from management, thus ensuring the availability of proper resources, personnel, time, and support
- A well-trained session leader with facilitation skills and meeting design skills
- Inflection points—gathering the information, making the decisions, and documenting the results
- Preparation—getting yourself and the participants ready to produce, quickly
- Review and resolution—distribute and integrate deliverable; into product, project, or other initiatives
Significant Differences of Meetings and Workshops
#1 Time Boxing
Meetings frequently limit the amount of time per agenda step. Therefore, with most workshop activities, front-end loading frequently makes it easier to complete the back-end steps and activities. Consequently, for most workshop activities, we estimate time but allow groups additional time to fully develop consensual assumptions up-front, when it matters most.
#2 Topic Dependency
Meetings consist of loosely related topics that serve to review and monitor, inform, and sometimes endorse (or decide). Participants during meetings are commonly passive while workshops demand activity and contributions. Meetings aim for an updated state of affairs or condition (outcome), while workshops create tangible deliverables or concrete ‘outputs.’ Contrasted to meetings, workshops create the ability to act upon clear workshop output.
#3 Concluding
Regularly held meetings (i.e., staff meetings or board meetings) end when time runs out, usually with an understanding that unfinished items will be picked up in the next meeting. When groups are building toward a workshop deliverable, the sequence of the steps is important and they cannot leap ahead or advance until the foundation work is complete.
#4 Facilitator Neutrality
Meeting leaders frequently do not exhibit neutrality. Effective meeting leaders learn to embrace the importance of neutrality and active listening. However, when required, participants force them to render an opinion or a decision. Workshop leaders should strive in every way possible to avoid suggesting content, knowing that the participants must own and live with their decisions. Similarly, workshop leaders risk total failure if they violate neutrality by offering up content. Participants do not expect complete neutrality from meeting leaders.
#5 Duration
Workshops tend to last longer than meetings. While the average meeting lasts from 30 minutes to two hours, the average workshop takes many hours or even a few sessions with multiple days. Complex deliverables such as a Project Charter or Requirements Gathering last multiple sessions that probably span many weeks.
Considerations about Meeting Workshop Differences
Due to time constraints, participant availability, and meeting space (real estate) options, much workshop activity gets spread across multiple weeks, turning a potentially natural, multiple-day workshop into multiple-week “meetings.” The structural difference between concurrent-day and concurrent-week approaches is that the break periods between activities are longer with the concurrent or multiple-week approach.
The session leader needs to be aware of workshop deliverables that are hidden in the term “meeting.” Simply because an event is being called a meeting or lasts for only an hour or two, does not give the session leader the right to show up unprepared or to become a judge of others, their input, and their opinions.
A Structured Technique Works with Both Meetings and Workshops Because . . .
- Assignments combine and finish timely.
- Clear tasks define outputs and directions.
- Consensus-derived information becomes input to subsequent activities.
- Groups make higher quality decisions than the smartest person
in the group.
- Meeting design may use existing agendas (meeting designs), such as structured analysis and prioritization methods.
- Ownership is clear.
- Participants have well-defined roles.
- Structured workshops provide well-defined deliverables.
- The group reaches a mutual understanding of business needs and priorities.
- The session leader stimulates participants with a toolkit of visual aids, documentation forms, and group dynamics skills.
- Structure and group dynamics provide more complete and accurate information.
Structured workshops conducted with workshop best practices are increasingly popular among among design sprints, requirements gathering, and business planning sessions that support business process improvement and product development.
Why? When properly conducted, workshops conducted with workshop best practices generate faster and more effective results than unstructured business discussions. Remember that the terms discussion, percussion, and concussion share a common suffix. Therefore, if you ever have a headache when departing a meeting, it is likely unstructured.
Common Reasons for Structured Workshops
Over the years we have catalogued the various workshops that we facilitated and share the reasons with you. Find them 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)
- 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
- Performance management (including balanced scorecard and dashboards)
- Problem situation requiring arbitration or neutrality
- Process improvement—design or optimization
- 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 and online meetings and workshops
- Voice of the customer or advisory groups
Workshop Best Practices
Essential workshop best practices developed for facilitated sessions include:
- Defining consensus as a standard that can be supported rather than the ideal resolution that makes participants “happy”, helps set a better expectation that should prevent all participants from losing any sleep (a personal standard).
- Energize and engage participants by explaining the importance of the session in the beginning and strive to quantify the impact of the meeting on the project valued in cash assets at risk or FTP (full-time person) being deployed.
- Use a neutral facilitator. The facilitator must be neutral to the content discussed, allowing the participants freedom to edit and modify their own contributions. Neutrality provides trust that enables a higher level of participation and contribution by participants.
- Using a pre-defined deliverable, agenda, and participant list. Therefore, the deliverable and agenda for each session ought to be articulated in advance to transfer ownership to the session participants prior to the meeting. Thorough preparation helps the participants to focus on topics, questions, and activities that help the facilitator better control the context.
- Using a refrigerator (aka “parking lot” or “issue bin”) to store items out of scope or beyond reach for the time available helps separate the co-mingling of strategic issues, tactical maneuvers, and operational issues.
- Using a well-prepared deliverable and agenda, the facilitator can better control the scope of conversations, preventing circular and irrelevant discussions.
- Write it down. Because, if it is not written down, it never happens. Strive to capture verbatim comments and complete necessary edits after the meeting. Visual feedback builds more confidence among participants. Additionally, making the documentation immediately visible to participants minimizes one-on-one follow-ups and email conversations.
Benefits of Structured Workshops
- Organizations establish scalable, consistent processes that can be measured and continuously improved as a result of adopting a structured approach.
- Overall project life cycle can be shortened by weeks, thus helping business stakeholders realize project benefits early.
- Session participants demonstrate a high level of active engagement, claiming that structured sessions enable better use of their time.
- Structured approaches also produce higher quality outputs, allowing for issues and risks to be identified and resolved earlier in the life cycle when the cost to resolve them is smaller.
- Structured approaches enhance the value of the session leader’s role as a valuable provider of context rather than a mere producer of documentation.
- Workshop approaches result in an overall reduction of time and effort. In comparison studies, companies claim project life-cycle savings that exceed USD $100,000 and some exceeding one million dollars because they adopted a structured approach to meetings and workshops.
- Workshop approaches successfully shift project development activities from being template-driven to conversation-driven, thus helping build cohesive teams and collaboration amongst participants.
______
Don’t ruin your career by hosting bad meetings. Register for a workshop or forward this to someone who should. MGRUSH facilitation workshops focus on meeting design and practice. Each participant practices tools, methods, and activities every day during the week. Therefore, while some call this immersion, we call it the road to building high-value facilitation skills.
Our workshops also provide a superb way to earn up to 40 SEUs from the Scrum Alliance, 40 CDUs from IIBA, 40 Continuous Learning Points (CLPs) based on Federal Acquisition Certification Continuous Professional Learning Requirements using Training and Education activities, 40 Professional Development Units (PDUs) from SAVE International®, as well as 4.0 CEUs for other professions. (See workshop descriptions for details.)
Want a free 10-minute break timer? Sign up for our once-monthly newsletter HERE and receive a timer along with four other of our favorite facilitation tools, free.
by Facilitation Expert | Mar 12, 2015 | Facilitation Skills, Meeting Support
Some of the best facilitators are NOT Subject Matter Experts within the topic and scope of the discussion. However, they cannot afford to be subject matter ignorant. They need to be subject matter conversant and understand the terms being used. They must understand the relationship of content to the deliverable, but they do NOT have to have an ‘answer.’
Subject Matter Experts
For example, we facilitated sessions in North America, Europe, and Asia with radiologists and directors of radiology. We supported a manufacturer to help them design their next generation of CT (Computerized Tomography) scanners. While NOT a physicist or radiologist we prepared by understanding the basic and essential principles of operation. We were also 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 an 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.
Context Preparation
Before the session begins, the facilitator and participants ought to be 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 for the meeting, WHY it is important (i.e., purpose), WHAT will be covered and NOT covered during the meeting (i.e., 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. How much 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 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 thing. 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—i.e., 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.
Cultural Considerations
Some cultures define ‘goals’ and ‘objectives’ as 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. They also know the importance of determining the optimal definitions BEFORE the meeting begins. They are responsible for controlling the context (i.e., contextual expertise) and not the content (i.e., subject matter expertise).
______
Don’t ruin your career by hosting bad meetings. Sign up for a workshop or send this to someone who should. MGRUSH workshops focus on meeting design and practice. Each person practices tools, methods, and activities every day during the week. Therefore, while some call this immersion, we call it the road to building high-value facilitation skills.
Our workshops also provide a superb way to earn up to 40 SEUs from the Scrum Alliance, 40 CDUs from IIBA, 40 Continuous Learning Points (CLPs) based on Federal Acquisition Certification Continuous Professional Learning Requirements using Training and Education activities, 40 Professional Development Units (PDUs) from SAVE International, as well as 4.0 CEUs for other professions. (See workshop and Reference Manual descriptions for details.)
Want a free 10-minute break timer? Sign up for our once-monthly newsletter HERE and receive a timer along with four other of our favorite facilitation tools, free.
by Facilitation Expert | Feb 19, 2015 | Facilitation Skills
Prepared originally as a “Lunch and Learn Guide,” you will find twelve MGRUSH Structured Facilitation secrets followed by a thorough explanation of Facilitation’s Secret Sauce. The facilitation secrets are bulleted in alphabetical order, rather than in order of importance. Facilitation’s Secret Sauce provides instruction around leadership, facilitation, and meeting design.
Lunch and Learn: Structured Facilitation Secrets
Facilitation Secret — ONE:
7:59am preparation and interviews
(i.e., managing expectations and ownership, also true of Facilitation’s Secret Sauce)
-
- Comment: There is no ‘silver bullet’ for effective facilitation. If you don’t show up prepared, good luck with that.
Facilitation Secret — TWO:
Active listening
(because seeking to understand creates more value than being understood)
-
- Comment: Many understand that reflection is the key. However, reflecting on WHY people make claims is more important than simply repeating the claim.
Facilitation Secret — THREE:
Annotated agenda
(i.e., visualizing everything the session leader does or asks in advance)
- Comment: ‘Right-to-left’ thinking (or ‘starting with the end in mind’) makes demands of the facilitator. You must know what the deliverable looks like for each agenda step, each meeting activity, and each tool. Then write it down, so that you can focus on listening during your meeting or workshop, not thinking about what you should say or do next.
Facilitation Secret — FOUR:
Common nouns and purpose give rise to natural categories
(i.e., great tool and inherent rationale that supports grouping or “chunks”)
- Comment: Neophytes create categories when they probably should dive into the details. Most change occurs with HOW people perform activities, not WHAT they must do. But when categorization is required, building process terms, for example, common nouns are symptomatic or indicative of common purpose, the primary reason for categorization.
Facilitation Secret — FIVE:
Evaluations
(i.e., the importance of ongoing feedback to ensure continuous improvement)
- Comment: Through hours of practice and recorded sessions, MG RUSH five-day professional students receive six pages of individualized, written feedback directed at what they can do differently to be more effective.
Facilitation Secret — SIX:
Holarchy
(i.e., interdependent reciprocities—contextual explanation of how it all fits together)
- Comment: Commonly referred to as the ‘Butterfly Effect’ (mathematically called inter-dependent reciprocities), every action has an impact (positive or negative) on each project or initiative.
Facilitation Secret — SEVEN:
Life Cycle: Plan ☛ Acquire ☛ Operate ☛ Control
(i.e., great tool and inherent rationale behind all life cycle methodologies)
- Comment: While the technology perspective is called CRUD (Create, Read, Update, Delete), here is what the business community does with information. Every process requires four activities, at minimum. Subject matter experts often forget about Planning and Control activities that may be performed less frequently, sometimes only monthly or quarterly.
Facilitation Secret — EIGHT:
Numeric TO-WS (SWOT) leads to consensual actions [i.e., WHAT]
(i.e., Easily the best way to prioritize hundreds of items and build consensus around “WHAT” needs to be done to support the purpose)
- Comment: Capable of prioritizing the most complex issues, with dozens of criteria and options, MGRUSH’s proprietary tool and decision-making logic are used in most portfolio and program management offices.
Facilitation Secret — NINE:
Right-to-left thinking or, focus on the deliverable first
(i.e., starting with the end in mind—forcing the abstract into the concrete)
- Comment: Even a lousy facilitator can succeed when they know where they are going and what the group needs to answer and address to get DONE.
Facilitation Secret — TEN:
“The Purpose is to . . . So That . . . “ (i.e., amazing tool to extract the “strategy” behind something too small for a “strategic plan”)
- Comment: Easily the favorite new tool for many students and best echoed by an IBM’er with 35 years. “This is the tool I’ve been missing my entire career.”
Facilitation’s secret sauce 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 (i.e., yields consciousness)
- Active listening (i.e., yields competence)
- Prepared structure (i.e., yields confidence)
Facilitation’s Secret Sauce — Clear Thinking
When you are leading a meeting, it is critical that you know what the group intends to build, decide, or leave with. What was 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.
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 focus and generate supportable answers (or responses).
What does DONE look like? — Leadership Consciousness
Leaders know where they are going. For most meetings, clear thinking and a sense of direction are built in advance. Through preparation, determine and properly sequence well-scripted questions. If you were designing a new home, for example, you would consider the foundation and structure before discussing the color of the grout.
Unclear speaking and writing indicate 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. 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?
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.
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.
Feedback and Confirm
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.
Facilitation’s Secret Sauce — Prepared Structure
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:
- Movies include a beginning, a middle, and an end. When did you last attend a meeting without one of those components?
- Movies embrace conflict. They do not scurry away from conflict; rather they use conflict to make the experience more compelling.
- Movies do not require involvement. It is easier and less embarrassing to fall asleep at a movie than a business meeting.
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. The 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; 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, it is a group of associates, bound by a common cause.
Consensus Building
The nature of building consensus mandates that we seek understanding first about WHY we are doing something. If we cannot agree on WHY something is important, it is highly unlikely that you will later arrive at a consensus. 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.
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.
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Don’t ruin your career by hosting bad meetings. Sign up for a workshop or send this to someone who should. MGRUSH workshops focus on meeting design and practice. Each person practices tools, methods, and activities every day during the week. Therefore, while some call this immersion, we call it the road to building high-value facilitation skills.
Our workshops also provide a superb way to earn up to 40 SEUs from the Scrum Alliance, 40 CDUs from IIBA, 40 Continuous Learning Points (CLPs) based on Federal Acquisition Certification Continuous Professional Learning Requirements using Training and Education activities, 40 Professional Development Units (PDUs) from SAVE International, as well as 4.0 CEUs for other professions. (See workshop and Reference Manual descriptions for details.)
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by Facilitation Expert | Feb 5, 2015 | Facilitation Skills, Meeting Agendas, Meeting Support
A facilitated structured meeting or workshop provides an environment designed to extract high-quality information in a compressed timeframe. A structured meeting uses visual aids and a team of experts to accelerate projects and increase the quality of decisions, outputs, deliverables, and outcomes.
Therefore, the major components of the MGRUSH structured meeting technique include:
- A model life cycle and methodology that eases adapting MGRUSH to a variety of planning, analysis, and design methodologies
- An intensive educational forum providing the necessary facilitation and communication skills, tools, and an understanding of facilitated meeting roles—not dogma or other inflexible, guru-like perspectives
- Collaborative activities designed to encourage discovery and promote innovation
- Stress-tested workshop and meeting approaches molded to fit most project situations
- Proficient leadership, based on critical skills such as:
- Project management and risk analysis support
- Expert resources (such as MGRUSH alumni tools and the Professional Reference Manual)
- Ten uniquely defined roles including session leader, documenter(s), meeting designer, business partner, technical partner, executive sponsor, team members, participants, coordinator, and observers
- Stimulating visual communication aids, used appropriately by a trained and certified professional facilitator.
A Structured Meeting is NOT
A structured meeting or workshop is NOT a replacement for analytical methodologies. A structured meeting or workshop works with methodologies to generate a uniform voice by providing an efficient two-way flow of information, from one person or group to another. Consequently, information developed with a consensual method provides value by becoming the foundation for additional information gathering, development, and decisions.
Session Leader
A neutral session leader (i.e., facilitator/ methodologist) provides the keystone for structured workshops. The session leader understands the preparation requirements, group dynamics, and appropriate methodology. Therefore, the session leader is responsible for managing the approach—the agenda, the ground rules, the flow of the conversation, etc.—but not the content of the discussion, or even necessarily the project(s) being supported by the discussion and decisions.
Effective Facilitator
Various academic research has found that the most effective type of facilitator was one that actively elicited questions and responses from the quietest participants to enable a balance among the players. Consequently, effectiveness is best achieved by building a safe and trustworthy environment, one that provides “permission to speak freely,” without fear of reprisal or economic loss.
Defined Products
Finally, the type of documentation generated drives workshop techniques. Some use templates to organize the notes taken during a workshop. The information collected starts out as raw or draft notes. Draft notes provide formal input to the project process. However, the meeting or workshop is not synonymous with the project, rather it compliments additional tasks and activities performed before and after the meeting or workshop, typically by the project team. A clear and consensually agreed upon path of next steps and “WHO does WHAT by WHEN” becomes the most common deliverable of meetings and workshops.
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Don’t ruin your career by hosting bad meetings. Sign up for a workshop or send this to someone who should. MGRUSH workshops focus on meeting design and practice. Each person practices tools, methods, and activities every day during the week. Therefore, while some call this immersion, we call it the road to building high-value facilitation skills.
Our workshops also provide a superb way to earn up to 40 SEUs from the Scrum Alliance, 40 CDUs from IIBA, 40 Continuous Learning Points (CLPs) based on Federal Acquisition Certification Continuous Professional Learning Requirements using Training and Education activities, 40 Professional Development Units (PDUs) from SAVE International, as well as 4.0 CEUs for other professions. (See workshop and Reference Manual descriptions for details.)
Want a free 10-minute break timer? Sign up for our once-monthly newsletter HERE and receive a timer along with four other of our favorite facilitation tools, free.
by Facilitation Expert | Jan 29, 2015 | Facilitation Skills, Meeting Support
A primary concern in meetings and information-gathering activities is getting good information—to build the right product the first time—and to make well-informed decisions. Significant trends show that groups are embedding the role of ‘facilitator’ in the culture and health of modern, especially holistic, organizations. Therefore, take strides to avoid poor facilitation.
“Perversely, organizations with the best human resource departments sometimes have less effective teams. That’s because HR tends to focus on improving individual rather than team behavior.”
— Diane Coutu, HBR, May 2009, pg 99
Successful Meetings Demand Collaboration and Avoid Poor Facilitation
Group decision-making processes are more prevalent than ever. Intellectual capital is critical to the growth and profit of service organizations. Manufacturers are becoming “infomediaries” and sourcing production based on worldwide, not parochial, views. Innovation determines the future prosperity of most organizations:
- Cultural modernization—the basic tenets of modern cultures include equality, personal freedom, and individual requirements.
- Economic globalization—In developed economies, where formal institutions sustain order and predictability, consensus is critical to survival.
- Universal connectivity—information technology continues to inundate us with capabilities and the “death of distance” when we can find what we need.
- Transactional transparency—ubiquitous computing and comprehensive electronic documentation make leaders and decision-makers exposed.
- Individual limitations—empirical evidence that groups make higher quality decisions and are better at addressing more difficult or complex challenges.
Problems With Poor Facilitation
Decision-making and information-gathering share two problems:
- The first is the communication gap between those who have the information (e.g., information technology) and those who need to use it to build something (eg, business community or product development).
- The invariable power struggle between the players involved exacerbates poor facilitation. Egos make building consensus a significant challenge.
Power Struggles With Poor Facilitation
The power struggles between various departments or business units are often the result of language differences. Frequently, power struggles are not intentional but occur because of differing perspectives around the same issue. Reconciliation may be critical to organizational success, particularly for proactive organizations that want to lead change rather than be changed.
Errors & Omissions Through Poor Facilitation
The most effective way to reduce the cost of reaching objectives is to reduce errors and omissions. Groups recall and remember more than individuals and are capable of using their input to create an integrative response. Consensus helps prevent errors, but more importantly, it helps prevent omissions.
Help Needed to Avoid Poor Facilitation
Numerous analytical methodologies, design methodologies, life cycle techniques, etc., have evolved to address errors in the planning and development phase. While methodologies work well in analysis and design, they have not successfully addressed the information gathering necessary to gather effective and timely input.
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Don’t ruin your career by hosting bad meetings. Sign up for a workshop or send this to someone who should. MGRUSH workshops focus on meeting design and practice. Each person practices tools, methods, and activities every day during the week. Therefore, while some call this immersion, we call it the road to building high-value facilitation skills.
Our workshops also provide a superb way to earn up to 40 SEUs from the Scrum Alliance, 40 CDUs from IIBA, 40 Continuous Learning Points (CLPs) based on Federal Acquisition Certification Continuous Professional Learning Requirements using Training and Education activities, 40 Professional Development Units (PDUs) from SAVE International, as well as 4.0 CEUs for other professions. (See workshop and Reference Manual descriptions for details.)
Want a free 10-minute break timer? Sign up for our once-monthly newsletter HERE and receive a timer along with four other of our favorite facilitation tools, free.
by Facilitation Expert | Jan 1, 2015 | Leadership Skills
When dealing with anger, first understand that anger is as normal as any other emotion. We simply expect or want things to be different or better.
Most people direct their anger at those who have some control over them. However, anger can be healthy and is different from hostility, which is not healthy. Indeed, anger is often used to hide other feelings such as hurt or disappointment. Learn how to deal with anger in others and in yourself. The term ‘anger’ is only one ‘d’ short of the term ‘danger.’
In Others — Dealing with Anger
Dealing with Anger
- Acknowledge and affirm the participant’s beliefs.
- Anger is seldom directed at you personally. You are just convenient.
- Encourage the participants to talk about their anger. This helps to diffuse the anger.
- If you have contributed to the anger, let the participant vent before trying to explain or apologize.
- Use non-judgmental, active listening. This lets the participant know that you care. Never get hooked yourself.
In You — Dealing with Anger
- Acknowledge and accept the anger. Do not deny it or it will resurface at the wrong time.
- Deal with the problem that caused the anger and the anger itself separately. Do not make decisions when your anger is in control.
- Express your anger when it is safe and appropriate. Find safe outlets. Sometimes it even passes without having to express it.
- In a meeting or workshop, take a break, take a walk, verbalize calmly, and reprogram yourself.
- Recognize the cause of the anger and identify the other emotions you are feeling.
Remember that anger can be modified and danger avoided.
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Don’t ruin your career by hosting bad meetings. Sign up for a workshop or send this to someone who should. MGRUSH workshops focus on meeting design and practice. Each person practices tools, methods, and activities every day during the week. Therefore, while some call this immersion, we call it the road to building high-value facilitation skills.
Our workshops also provide a superb way to earn up to 40 SEUs from the Scrum Alliance, 40 CDUs from IIBA, 40 Continuous Learning Points (CLPs) based on Federal Acquisition Certification Continuous Professional Learning Requirements using Training and Education activities, 40 Professional Development Units (PDUs) from SAVE International, as well as 4.0 CEUs for other professions. (See workshop and Reference Manual descriptions for details.)
Want a free 10-minute break timer? Sign up for our once-monthly newsletter HERE and receive a timer along with four other of our favorite facilitation tools, free.
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