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The Secrets of Facilitation: The S.M.A.R.T. Guide to Getting Results With Groups

The Secrets of Facilitation: The S.M.A.R.T. Guide to Getting Results With Groups


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About the Book

The Secrets of Facilitation delivers a clear vision of facilitation excellence and reveals the specific techniques effective facilitators use to produce consistent, repeatable results with groups. Author Michael Wilkinson has trained thousands of managers, mediators, analysts, and consultants around the world to apply the power of SMART (Structured Meeting And Relating Techniques) facilitation to achieve amazing results with teams and task forces. He shows how anyone can use these proven group techniques in conflict resolution, consulting, managing, presenting, teaching, planning, selling, and other professional as well as personal situations.

Table of Contents:
INTRODUCTION: A POWERFUL SECRET 1 Case Study Learning the Powerful Secret 1 Secret #1 The Fundamental Secret of Facilitation 2 Case Study The Sanitation Workers 2 Learning to Apply the Fundamental Secret 4 The Principles of SMART Facilitation 6 More Ways to Apply the Secrets 16 What This Book Will Do for You 17 Where to Start 18 1 WHAT IS A FACILITATED SESSION? 20 Questions Answered in This Chapter 20 When Is Facilitation Appropriate? 22 Secret #2 The Secret of When to Use Facilitation 23 Definition—What Is a Facilitated Session? 23 What Are the Responsibilities of a Facilitator? 24 The Soul of a Facilitator 25 When Is Facilitation Not Appropriate? 26 Applying the Secrets to Gain Buy-In to a Strategic Plan 27 Facilitator's Checklist for Understanding Facilitation and the Roles of a Facilitator 29 2 THE SECRETS TO QUESTIONING 30 Questions Answered in This Chapter 31 Case Study Starting Questions 32 The Starting Question 33 Secret #3 The Secret of the Starting Question 34 The Reacting Questions 38 Secret #4 The Secret to Guiding a Group 38 Floating an Idea 39 Secret #5 The Secret to Influencing Idea Ownership 41 Applying the Questioning Techniques 42 A Final Note on Questioning 47 Facilitator's Checklist for Questioning 47 3 THE SECRETS TO PREPARING 50 Questions Answered in This Chapter 51 Case Study The Principals' Conference 52 The 5 Ps of Preparation 53 Secret #6 The Secret to Preparation: The 5 Ps 53 It's All About Purpose 53 Secret #7 The Secret Power of Purpose 54 Defining the Product 55 Selecting Participants 56 Identifying the Probable Issues 58 Preparing the Process 59 Special Topic: Managing a Sponsor 59 Applying the 5 Ps 62 Facilitator's Checklist for Preparing 64 4 THE SECRETS TO STARTING 66 Questions Answered in This Chapter 67 Case Study Kicking Off Vision 2020 68 Opening the Session 69 Secret #8 The Secret to a Strong Opening 69 Gaining Buy-In to the Agenda 72 Secret #9 The Secret to Gaining Agenda Buy-In 72 Using Ground Rules 73 Secret #10 The Secret to Using Ground Rules 73 Case Study Avoiding the Executive Feeding Frenzy 74 Using Parking Boards 76 Secret #11 The Secret to Parking Boards 76 Effective Introductions 77 Secret #12 The Secret to Effective Introductions 78 Recommended Order for the Opening 78 Opening Nonfacilitated Meetings 79 Getting Started on Time 79 Secret #13 The Secret to Starting on Time 79 Applying the Secrets of Starting 80 Facilitator's Checklist for Getting the Session Started 82 5 THE SECRETS TO FOCUSING 84 Questions Answered in This Chapter 85 Case Study Facilitating a Thousand People 86 Secret #14 The Secret to Using Checkpoints 88 Focusing the Group: Using Checkpoints 88 The Extended Checkpoint 90 Warming Up a Group 91 Secret #15 The Secret to Warming Up a Group 91 Delivering Accurate, Clear, and Concise Directions (PeDeQs) 92 Secret #16 The Secret to Clear Directions 92 Keeping a Group on Track 94 Secret #17 The Secret to Keeping a Group on Track 94 Managing Breakout Groups 96 Secret #18 The Secret to Effective Breakout Groups 97 Secret #19 The Secret of Rotating Review 100 Applying the Secrets of Focusing 101 Facilitator's Checklist for Focusing a Group 102 6 THE SECRETS TO RECORDING 104 Questions Answered in This Chapter 105 Case Study Public Safety Collaborative 106 Knowing What to Record 106 Secret #20 The Secret to Knowing What to Record 107 The Power of the Pen 109 Secret #21 The Secret to Using, not Abusing, the Power of the Pen 111 Managing the Recording Process 113 Secret #22 The Secret to Keeping the Recording Concise 115 Using Strategies to Avoid Lulls While Writing 116 Secret #23 The Secret to Avoiding Lulls While Writing 118 Additional Techniques for Recording 119 Applying the Secrets of Recording 121 Facilitator's Checklist for Recording 122 7 THE SECRETS TO INFORMATION GATHERING 124 Questions Answered in This Chapter 125 Case Study The Retailing Conference 126 Understanding the Major Information Gathering and Processing Functions 127 Understanding Processing Groups 128 Understanding Processing Order 129 Gathering and Processing Information 130 Secret #24 The Secret to Gathering Information 130 Gathering Facts 131 Secret #25 The Secret to Getting the Details 131 Categorizing 132 Secret #26 The Secret to Categorizing 133 Inquiring 134 Secret #27 The Secret to Q&A Sessions 135 Generating Ideas 138 Secret #28 The Secret to Generating Ideas 138 Prioritizing 140 Secret #29 The Secret to Prioritizing 141 Reporting 145 Secret #30 The Secret to Reporting Back 145 Getting Feedback 146 Secret #31 The Secret to Getting Quality Feedback 146 Applying the Secrets of Information Gathering 148 Case Study Facilitation in the Classroom 149 Facilitator's Checklist for Information Gathering 151 8 THE SECRETS TO CLOSING 154 Questions Answered in This Chapter 155 Case Study Polling for Agreement at the Close 156 Secret #32 The Secret to Closing Strong 157 Reviewing Activities Completed and Personal Objectives 157 Confirming Commitment to Decisions Made 158 Secret #33 The Secret to Confirming Commitment to Decisions 158 Clearing the Issues List 163 Secret #34 The Secret to Clearing the Issues List 163 Assigning Actions 164 Secret #35 The Secret to Assigning Actions 164 Evaluating the Session 165 Ending the Session 165 Debriefing 167 What If the Session Is Running Behind? 167 What If the Session Is Going to Run Over? 168 Delivering a Partial Close 169 Facilitator's Checklist for Closing 169 9 THE SECRETS TO MANAGING DYSFUNCTION 172 Questions Answered in This Chapter 173 Case Study The Chairman and the COO 174 Dysfunctional Behavior—What Is It? 175 Secret #36 The Secret to Understanding Dysfunction 176 Techniques for Conscious Prevention 179 Secret #37 The Secret to Preventing Dysfunction 179 Techniques for Early Detection 182 Secret #38 The Secret to Detecting Dysfunction 182 Techniques for Clean Resolution 185 Secret #39 The Secret to Resolving Dysfunction 185 Recommended Responses to Dysfunctions 188 When the Unexpected Happens 192 Secret #40 The Secret to Responding When the Unexpected Happens 192 Responding to Mistakes and Attacks 193 Case Study Making a Mistake as the Facilitator 193 Secret #41 The Secret to Responding to Mistakes and Attacks 194 Rewarding Functional Behavior 196 Lesson Learned 196 Applying the Secrets of Managing Dysfunction 198 Facilitator's Checklist for Managing Dysfunction 200 10 THE SECRETS TO CONSENSUS BUILDING 204 Questions Answered in This Chapter 205 Case Study Consensus on Values 206 Defining Consensus 207 Secret #42 The Secret to Understanding Consensus 208 Deciding How to Decide 209 Secret #43 The Secret of Five-Finger Consensus 210 Understanding Why People Disagree 210 Secret #44 The Secret to Understanding Disagreement 211 Secret #45 The Secret to Resolving a Level 3 Disagreement 216 Filling Your Toolbox of Consensus Building Techniques 218 Delineation 219 Secret #46 The Secret to Resolving a Level 1 Disagreement 219 Strengths and Weaknesses 224 Merge 227 Secret #47 The Secret to Resolving a Level 2 Disagreement 227 Weighted Scoring 229 Secret #48 The Secret to Using Weighted Scoring 229 Knowing When to Move On 234 Facilitator's Checklist for Consensus Building 235 11 THE SECRETS TO ENERGY 236 Questions Answered in This Chapter 237 Case Study Learning the Impact of Energy 238 Understanding the Impact of Energy 239 Secret #49 The Secret of Energy: The 3 Es 239 Projecting Energy from the Start 240 Secret #50 The Secret to Starting with Energy 240 Adjusting to the Lullaby Times 243 Secret #51 The Secret to Adjusting to the Lullaby Times 244 Maintaining Energy During the Session 244 Secret #52 The Secret to Maintaining Energy 244 Case Study A Team Building Mistake 248 Using Team Building Activities 249 Secret #53 The Secret to Using Team Building Activities 249 Facilitator's Checklist for Energy 250 12 THE SECRETS TO AGENDA SETTING 252 Questions Answered in This Chapter 253 Case Study Pay For Performance 254 Process Produces Results 255 Using Standard Agendas 256 Secret #54 The Secret of Standard Agendas 256 Customizing the Agenda 256 Secret #55 The Secret to Customizing the Agenda 257 Developing an Agenda from Scratch 258 Secret #56 The Secret to Developing an Agenda from Scratch 258 Know Your Process Cold: The Facilitation Guide 259 Secret #57 The Secret to Knowing Your Process Cold 260 Estimating and Tracking Time 262 Secret #58 The Secret to Estimating Time 262 Applying the Secrets of Agenda Setting: The Standard Agendas 263 Facilitator's Checklist for Agenda Setting 267 13 APPLYING THE SECRETS TO SPECIAL SITUATIONS 269 Questions Answered in This Chapter 269 Case Study Facilitating the Senator and the Chief of Staff 270 Applying the Secrets to Very Small Groups 271 Applying the Secrets to Very Large Groups 271 Applying the Secrets to Designing a Conference 273 Applying the Secrets to Conference Calls 274 Secret #59 The Secret to Facilitating Remote Participants 274 Applying the Secrets as a Consultant or Subject Matter Expert 276 Case Study The Strategy Firm and the Nonprofit 276 Applying the Secrets as a Meeting Participant: Guerrilla Facilitation 278 Secret #60 The Secret to Guerrilla Facilitation 279 EPILOGUE 283 RESOURCE GUIDE FOR FACILITATORS 285 Leadership Strategies—The Facilitation Company 285 The National Facilitator Database 285 The International Association of Facilitators 286 The National Institute for Facilitation 286 Websites of Regional U.S. Facilitation Associations 286 Training Classes in Facilitation 286 Facilitation Newsletters 289 Facilitator Certification 289 Recommended Books 290 ACKNOWLEDGMENTS 291 THE AUTHOR 293 60 SECRETS OF FACILITATION 295

About the Author :
Michael Wilkinson is CEO of Leadership Strategies—The Facilitation Company (www.leadstrat.com), a national leader in facilitation training and providing organizations with professionals to lead executive retreats and task forces. He is founder of the National Facilitator Database (ww.nfdb.com) and one of the first five Certified Master Facilitators in the United States. He is a recurring speaker at regional and international facilitator conferences and frequently contributes to the industry newsletter, The Facilitator and other publications. Michael resides in Atlanta with his wife and two children. Michael Wilkinson is CEO of Leadership Strategies—The Facilitation Company (www.leadstrat.com), a national leader in facilitation training and providing organizations with professionals to lead executive retreats and task forces. He is founder of the National Facilitator Database (ww.nfdb.com) and one of the first five Certified Master Facilitators in the United States. He is a recurring speaker at regional and international facilitator conferences and frequently contributes to the industry newsletter, The Facilitator and other publications. Michael resides in Atlanta with his wife and two children.


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Product Details
  • ISBN-13: 9780470469408
  • Publisher: John Wiley & Sons Inc
  • Publisher Imprint: Jossey-Bass Inc.,U.S.
  • Language: English
  • Sub Title: The S.M.A.R.T. Guide to Getting Results With Groups
  • ISBN-10: 0470469404
  • Publisher Date: 18 May 2009
  • Binding: Digital (delivered electronically)
  • No of Pages: 320


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