The Facilitator s Guide to Planning and Managing Work Sessions is a new edition of the self published book, Workshop Management: Method to Magic. This book enables intelligent decision making in relation to organizing, planning and managing a successful session. 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…mehr
The Facilitator s Guide to Planning and Managing Work Sessions is a new edition of the self published book, Workshop Management: Method to Magic. This book enables intelligent decision making in relation to organizing, planning and managing a successful session.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.
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.
Inhaltsangabe
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.
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.
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