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An
Introduction to Facilitation
Objective
Facilitation is a
technique designed to dramatically increase productivity in meetings and extract
high-quality information within a compressed timeframe. Using a structured
facilitated meeting approach allows individuals and teams to develop clear
deliverables and consensus-based decisions. This course is a pre-requisite for
the Advanced JAD Facilitation class.
Who Should Attend?
Project Managers, Project Leaders, and Project
Team Members. Participants will gain an understanding of facilitation, its
methods and techniques as well as demonstrate and reinforce their knowledge and
newly acquired skills by completing an exercise in facilitation on a specific
case study.
DAY 1
Introduction
Facilitation Overview
Basic Skills of Facilitation
- Core skills of a
Facilitator
- Rules of Facilitation
- Basic dos and don’ts
People Issues
- People issues, problems
and how to deal with them
- Conflict resolution
- Tips (e.g. Parking Lot
Technique, Action Items, ways to document issues and problems and not get
side-tracked)
Personality Profile
- Discuss personality
profile assessments
- Students will complete
personality profile assessment material, develop their profile and hold
general discussion
Stages of Team/Group Development
- List and discuss the
stages of team development (i.e. Forming, Storming, Norming, Performing)
- Describe facilitator’s
mode of operation for each stage of development
Facilitation Assignment and Exercises
- Handout list of
facilitation exercises
- Participants select
their facilitation assignment
- Participants prepare
assigned exercise
- Individuals facilitate
a brief exercise
- Instructor and class
critique each facilitation
DAY 2
Rules and Skills of Facilitation
- Active listening skills
- Communication skills
- Documentation
techniques
- Solicitation of
feedback
Facilitation Environment and Logistics
- Room and table layout
- Support roles
- Materials and supplies
Methods of Operation
- Ground rules
- Types of decisions
- Consensus making
- Agreement and
participation
- Team guidelines and
effective meetings
Meeting Preparation
- Interview executive
sponsor
- Survey/interview key
stakeholders
- Identify objectives
with key customer contact
- Develop session agenda
Facilitators Toolkit
- Handout “The Memory
Jogger®”
- Present key
facilitation tools and appropriate use
Course Wrap-up
- Review course
objectives
- Review participant
expectations
-
Fill
out course feedback forms
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2007 PMO To Go LLC. All
rights reserved.
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us.
Revised:
05/08/07.