Managing Facilitated Processes

Managing Facilitated Processes

Filled with customizable templates and checklists, this practical and comprehensive workbook will help organizers manage the often devilish details that underpin the success of facilitated group sessions. The authors cover such key topics as awareness about personal style, how participants are selected and invited, where a session is held, how presentations are aligned with session objectives, how to use worksheets, what food to serve, types of reports, and approaches to soliciting feedback. An accompanying Web site includes downloadable e-versions of all the tools and templates in the book. Dorothy Strachan (Ottawa, ON, Canada) is a partner in Strachan-Tomlinson (ST) and Associates in Ottawa, Ontario, Canada. Marian Pitters is the president of Pitters Associates Inc., a Canadian management consulting firm.

Managing Facilitated Processes

Managing Facilitated Processes helps people make thoughtful decisions about managing successful gatherings. The book's ten chapters are divided into three parts:

From Contact to Contract-building customized agreements; eighteentypes of facilitated processes, their deliverables and unique features

Approach and Style-ensuring integrated, customized, and systematic elements; a forget-me-not prompter; effective management styles

Management x 5: Participants, Speakers, Logistics, Documents,Feedback-practice guidelines, examples, and time-saving tools

Managing Facilitated Processes also includes a companion Web site with handy e-versions of the book's tools and templates.

Praise for Managing Facilitated Processes

"This book honors the importance of the details and care that every gathering deserves.It should be a standard reference?for people who come together to produce results."
-Peter Block, author of Community: The Structure of Belonging, and consultant and partner, Designed Learning, Ohio, USA

"The authors' combined experience of nearly 60 years in process facilitation is generously shared in this clearly written guide."
-Sharon Almerigi, certified professional facilitator (CPF), Barbados International Association of Facilitators, Latin America and the Caribbean

"In a world of 'expert-centered' workplaces, Managing Facilitated Processes offers a much-needed focus on the process of creating effective, customized environments for learning and work."
-Marilyn Laiken, professor and chair, Department of Adult Education and Counseling Psychology, The Ontario Institute for Studies in Education, University of Toronto, Canada

"A comprehensive and practical guide to making group sessions effective and outcome driven-great insights from cover to cover and a terrific 'go to' reference guide."
-Gabriella Zillmer, senior vice-president, Performance Alignment and Compensation, BMO Financial Group, Canada

"A time-saving gem for planning facilitated sessions effectively. It is unique in its thoroughness without being overwhelming. To be pulled off the shelf over and over again."
-Julie Larsen, associate adviser for social policy and development, United Nations Headquarters, New York, USA

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Dorothy Strachan is a partner in Strachan-Tomlinson, a process consulting firm in Ottawa, Canada. She is the author of Making Questions Work and Process Design, both from Jossey-Bass.

Marian Pitters is the president of Pitters Associates, a management consulting firm located in Toronto, Canada.?She has authored a number of manuals on facilitation and public adjudication.

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Examples, Exhibits, and Tables

Web Contents

Acknowledgments

About the Authors

Introduction

About This Book

A Quick Lookup Resource

PART 1: FROM CONTACT TO CONTRACT

1. Initial Contact

Completing a Preliminary Screen

Coordinates: Date(s) and Location

Purpose, Objectives, and Deliverables

Process Leadership

Eighteen Types of Processes

Decision Making After the Screen

Communicating a Decision

2. Building Agreements That Work

Types of Agreements

Drafting Agreements

Agreements in Action: Four Maxims

1. Don't Start Work Without an Agreement

2. Bring Fresh Eyes to Your Experience

3. When in Doubt, Write It Out

4. Cock-Ups Are Collaborative

Work Plans and Cost Estimates

Developing Work Plans

Dealing with Pricing Perils

Acting on Values

PART 2: APPROACH AND STYLE

3. Approach

Integrated

Customized

Outcomes

People

Group Development

Ethnocultural Considerations

Literacy

Organizational Culture

Systematic

Completing a Process Management Prompter

Accountability

The Approach in Action: Integrated, Customized, Systematic

4. Style

High-Tech Teddy

Controlling Caroline

Loosey-Goosey Lucy

Overconsulting Oliver

Anxious-to-Please Annie

Bureaucratic Bill

Optimizing Management Styles

PART 3: MANAGEMENT X 5: PARTICIPANTS, SPEAKERS, LOGISTICS, DOCUMENTS, FEEDBACK

5. Participants

Clarify the Rationale for Participation

Monitor the Mix and Number of Participants

Consider Participant Types

Gatekeep Participant Numbers

Maintain a Participant Database

Create the Invitations

Persuade

Inform

Engage

Determine the Focus

Obtain Input and Feedback

Write the Confirmation Letter

6. Speakers

Speaker Management

Clarify Requirements

Create Invitations

Confirm Expectations

Presentation Guidelines

Opening Remarks

Speaker Introductions and Acknowledgments

Presentations by Experts

Presentations by Panels

Closing Remarks

7. Logistics

Select and Set Up the Site

Venue

Layout

Health, Safety, and Security

Technical and Audiovisual Support

Enable Participant Engagement

Accommodating Differences

Identification

Accessibility

Mobilize Yourself

Professional Supplies

Travel Arrangements

Personal Amenities

Love those Logistical Letdowns!

8. Documents

Match the Documents to the Process

Produce the Documents

Make Documents Easy to Use

Design Attractive Formats

Customize Documents

9. Feedback

Review Feedback Approach and Tools

Finalize and Produce Feedback Tools

Construction

Look, Feel, and Sound

Sample Feedback Tools

10. Endings and Beginnings

For the Session

For Yourself

References