The National Speakers’ Association once stated that the most important change speakers could make to be more effective would be to be more facilitative.
By that, they meant the use of interaction, solicitation, and capture of participants’ ideas. Whether you are a speaker, teacher, coach, or traditional facilitator, it is good to develop competence around hot to use easels, large Post-It® paper, and broad chiseled markers. Here are some tips for you or your documentor. Paper continues to offer superior benefits to digital capture because most complex issues cannot be fully rendered or understood with one screen of bulleted items. Additionally, if it is not documented, it did not happen.
“Never use computer applications for something that you do not understand and cannot first do yourself.” —Francis Webster Jr
Begin with good materials and supplies. Few things will frustrate an expert facilitator more than cheap paper and poor quality easels. Most will carry their own, preferred markers. Large, Post-It style presentation sheets provide immediate and visual feedback to participants. Working with paper makes it faster to edit and refer to work that was drafted or completed earlier.
When you use easels and large-format paper, consider the following tips:
- Anticipate where you will mount your sheets. Be sensitive about everyone’s sight lines. Save your prime, center real estate for scrubbing and scoring ideas during each agenda step.
- Banners or headlines provide an excellent opportunity for iconic support and color splash. Create them in advance and then unveiled, connoting a strong sense of preparation and importance.
- Experts suggest using a minimum of three colors per sheet. Only use black or dark blue for primary content. Use red for edits and scoring, use green for linking, or edits (shows chronological shift). Use lighter colors for grid lines, table lines, or illustrations.
- Pre-drawn illustrations (in pencil or light marker) enable you to draw over thin lines with broad markers in the session as needed.
- Rip, do not flip, completed pages. Participants need to see their prior work and a bunch of flipped sticky pages get caught up in a clump that is difficult to disentangle.
Additionally when you use easels . . .
- Save valuable real estate along the left-hand column, defaulting to hyphens of indented items that may be further defined or scored during the analysis step with a prioritization tool.
- Use flip chart graph paper with blueline squares to keep the size of your writing consistent. Try out the size of the letters before the session to see if the person farthest away can read them. Capital letter should be two to three inches tall and lower case letters should be one to two inches in height.
- Visual displays whether illustrative, iconic, or colorful prove to stimulate participants and increase the quality of contributions and feedback.
- Wedge tips markers work best for writing and pointed tip markers provide good highlights. Use the broad side or flat edge of the wedge tip so that your writing is visible from six to eight meters.
- You may speed up the capture process during the ideation step of Brainstorming by using two scribes (ie, documentors). Work this out in advance, and if relying on a participant for help, give him or her some time at the end to add his or her own ideas.
For additional and specific product recommendations, see your FAST Session Leader reference manual or refer to the Alumni Only resource section of our web site. Specifically, the document entitled Facilitator’s Tool Kit lists many of the items that can be used to support more effective facilitation through the use of easels.“The problem with digitizing brainstorming is that we don’t need to save what we brainstorm . . . The critical thing is the conclusion . . . The slick brainstorming capture tools . . . Will probably not be as successful as hoped. There are significant differences among collecting and processing and organizing, and different tools are usually required for them.” [pg 271] — David Allen, Getting Things Done
Don’t ruin your career or reputation with bad meetings. Register for a class or forward this to someone who should. Taught by world-class instructors, MG RUSH professional facilitation curriculum focuses on practice. Each student thoroughly practices and rehearses tools, methods, and approaches throughout the week. While some call this immersion, we call it the road to building impactful facilitation skills.
Our courses also provide an excellent way to earn up to 40 SEUs from the Scrum Alliance, 40 PDUs from PMI, and 40 CDUs from IIBA, as well as 3.2 CEUs for other professions. (See individual class descriptions for details.)
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- How to Manage Breakout Sessions (or, 3 Minute Sub Team Productivity WOW) (mgrush.com/blog)
- Meeting Participation Tips (Part 2 of 3 – The Middle) (mgrush.com/blog)