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Facilitation

Are You Limiting Your Team’s Ability to Make Important Decisions?

Making important decisions is a crucial part of running a successful business. However, many managers unknowingly limit their team’s ability to make these decisions, which can have a significant impact on the overall success of the company. 

Whether it’s through micromanaging, lack of communication, or a lack of trust, there are several ways managers can unintentionally stifle their team’s decision-making abilities. 

Are You Limiting Your Team's Ability to Make Important Decisions?

The Leadership Team That Couldn’t Make Decisions

In this case study, the hired consultant realized that her focus on process-oriented conversations was limiting the team’s ability to make important decisions. 

She realized that people need space to talk about how changes will impact them personally, and that ignoring these personal factors can create roadblocks to success. She has since devoted her career to helping teams create space for these types of conversations and addressing the personal impact of change.

Setting the Stage: My Experience and Point of View

At the time, I was an experienced consultant and leader, with two degrees in software engineering and ten years of experience working with companies to help bridge the gap between end users and developers. I was about 3 years into a slightly new career of working with teams in large-scale transformations. Being the seasoned techie and ‘process chick’ that I am, I was prepared to come in and help this organization reach their desired change – and I knew just how to do it: with re-engineered processes and new tools!

I’m sure no one else has ever entered a team with all the answers but here I was… convinced that I could help them do this “the right way” and it was too focused on process. 

An Executive Team and Difficult Decisions

Then one day, I was sitting in a room with the executive team I’d been working with for about nine months. We were in the deep end of the pool. They were making one of the most difficult decisions of their careers – to fundamentally re-organize – not just positions but departments and workflow. It included major geographical relocations for virtually everyone in the company and collectively rethinking everything. It was big. 

So far, my approach had been to give people space to talk about the process of the transformation: the business decisions, the data analysis, cost analysis, and defining the scope of the transformation.


But at the crux of this particular conversation — the conversation that changed everything for me — the leaders were being asked to weigh-in on a decision that would impact them both professionally and personally. 

They were torn between making a decision that could result in them either losing their job or having to uproot their families and employees. There was arguing, tears, anguish, strife and ultimately a stale-mate.

They simply could not reach a consensus on the future.

The Aha Moment That Changed Everything

This is when I had one of the biggest aha’s! of my entire career. We had spent so much of our time focusing on the process that we had not created space for people to talk about how this massive transformation would actually impact them. 

We were re-engineering processes, identifying desired outcomes, and collecting data, but nowhere had anyone done the “dangerous” thing – of asking how people felt – either as individuals or as a group. They were being asked to “check their personal baggage at the door” and yet have a conversation that had a radical impact on them and their teams personally.

They were being asked to transform everything about their professional landscape, including their job functions, their rank in the organization AND where they would be living – and we’d never asked the question about how it would impact them personally! 

Probably not too unlike being a project manager and one day being told you’re now an agile coach, moving from managing tasks to leading change.

And oh by the way, you’re in charge of figuring out what that really means.

Or executives that are told to be agile but also meet the quarterly financial returns. And they get lost in what feels like a dichotomy of figuring out how exactly to be agile and meet unrealistic goals. 

It can be a complete identity change. 

My Career Changed By Talking About the Scary Things!

This experience with this executive team haunted me. It has become my origin story —  the basis for everything I have devoted my career to for the last 25 years. I had seen in no uncertain terms the limits of relying on process-focused conversations. And time after time since then, I’ve seen that it’s the things people feel like they can’t talk about that become the roadblocks.

In this team, it was a strictly business and numbers conversation that was not giving space for the personal impact conversation that held them back from making a final decision.

How to Overcome the Roadblocks

I have also worked with a team where the leader would pull people aside after meetings to give them feedback about needing to have better-informed answers in the next meeting. And he was not the least bit curious about what might be the reason the person did not have a solid answer in the first place. 

And then there was the department that continues to re-org in an effort to improve performance but does not talk about what’s really impacting performance in the first place.

Just think for a moment, where might you be experiencing a scenario where there is something in the conversation that is not okay for you to talk about. You might even make a note as we go through today about where familiarity comes up for you. These are places I would invite you to come back to and think about — these are the places where there are roadblocks, and this is where to start overcoming the roadblocks.

These kinds of roadblocks come up when there is a tendency to defend our assumptions and perspectives. To assume we’re right. And to either not ask questions of what other people think, or to not share our perspective when we think the other person doesn’t want to hear it.

This I Know To Be True About Making Important Decisions as a Team

For me, I vowed at that moment that anytime I led change in the future it would be from the perspective of helping people talk about the things they didn’t think they could talk about or were scared to bring into the room.  

And these two things I know now to be true: 

  1. Change cannot happen until people feel seen and heard
  2. What you resist persists.

How hard is it for you to talk about the things that scare you? Are you allowing your team to bring scary things into the room?

All along, it might have been you who is limiting your team’s ability to make important decisions!

Are you ready to make a change?

~ Marsha

Why Agile Team Facilitation is an Important Leadership Skill

…are leaders facilitators, or are facilitators leaders?

Facilitation is a skill best learned and improved through practical experience as a facilitator. A deep understanding of Agile Team Facilitation coupled with practical experience is the way to gain confidence and competency in Agile Team Facilitation.

Four Reasons Leaders Need Agile Team Facilitation Skills

If you are wondering if this skill – and this workshop – is right for you, here are four reasons to get you motivated to learn more about Agile Team Facilitation.

  1. Stop spinning your wheels! Stop making the same mistakes you are making and instead learn and implement a system that has been proven to work and yield favorable results!
  2. Motivate high performance teams! Motivation is what gets a team moving. Transforming a team into a high performing team, into the direction they build can be tricky, however. Agile team facilitation skills can help you move the dial in the right direction. 
  3. Gain a different perspective on how to interact with others! Look at the issues at hand through a different lens. Listen with the purpose to understand, not respond.
  4. Achieve Results! While this makes sense for any meeting you facilitate, as the team members are high performing, the outcome usually has higher stakes. Achieving results is an important aspect to learning team facilitation skills.

TeamCatapult faculty has been leading Agile Team Facilitation for years. We have an amazing program ready so that you can grow as a leader with Agile Team Facilitation skills.

In a fast-paced, multi-day workshop, full of hands-on opportunities for practicing new skills, participants explore the five cornerstones of successful facilitation so they confidently know what’s needed in any situation.

In Our Agile Team Facilitation Workshops We Cover:

  • The beliefs and assumptions of the facilitation mindset
  • The art of planning, designing, and conducting collaborative sessions
  • Strategies to define and reach consensus on decisions
  • How to make confident, impactful decisions in the moment
  • How to give and receive feedback to grow your facilitation skills

But that is not all. You’ll receive planning and design templates to help you prepare, plus abundant opportunities for practice and implementation.

Agile Team Facilitation, Agile Team Coaching and More!

When I wrote the book The Art & Science of Facilitation I intended it to be a road map for anyone on their journey to leading effective collaboration with Agile teams. 

How can readers like you put these facilitation skills into practice?  By “getting on the road” with this road map, that is, by joining us for one of the workshops we offer. 

Here are some of the upcoming opportunities for the experiential learning our workshops offer:. 

Agile Team Facilitation

February 27-March 3, 2023
12:00 PM – 4:30 PM ET

Advanced Facilitation

May 15-19, 2023
12:00 PM – 3:00 PM ET

Agile Coaching

March 20-24, 2023
12:00 PM – 4:30 PM ET

Changing Behavior in High Stakes

Part 1: March 22-24, 2023
Part 2: May 10-12, 2023

Last but not least, for those leaders who crave to be the kind of leader who:

  • Understands how to evaluate and assess where a team is at on their journey to high performance
  • Can step in and help teams have difficult conversations with grace and ease
  • Has the capacity and understanding to grow other leaders

…we invite you to look at our cohort program!

The Coaching Agility From Within Cohort Program is an in-depth, 9-month program emphasizing rigorous practice and rich feedback opportunities including skill drills, peer coaching, team coaching, ongoing group work, professional one-on-one coaching, and one-on-one supervision of actual Agile coaching sessions in your own work environment.

We would love to meet you in one of our workshops in 2023!

3 Things Needed to Lead Successful Virtual Meetings for a Hybrid Team

It’s Nearly 2023. Is Your Team Hybrid?

At the start of the pandemic in March 2020, most in-person teams went remote, forced to go this route due to worldwide quarantine orders. In the USA that meant that nearly all of our workforce stayed home, and learned to navigate working remotely.

It’s safe to say that by 2021, most of us figured out how to lead virtual meetings for fully remote teams. Now that we are headed into 2023, what does your team look like?

  • There are companies who are requiring employees to return to the office. 
  • Others have fully embraced all things remote and don’t want anyone back in the office. 
  • Then there are those who have found a balance; creating a hybrid workspace that  allows employees to divide their time between working in the office and working from home.

Team Meetings for Hybrid Teams

What do team meetings for hybrid teams look like.

It can be messy! 

While virtual meetings for hybrid teams by design take place… well, virtually, it doesn’t mean that everyone likes these types of meetings or gets the most out of them. 

Those in the office might be resentful of having to sit in front of a computer and join a Zoom video call. At the same time, those working remotely can suffer from FOMO (Fear of Missing Out) of what’s going on in the office – and even feel excluded or isolated.

The 3 Things Needed to Lead Successful Virtual Meetings for a Hybrid Team

If you are the facilitator and in charge of a hybrid team, here are 3 ways to move forward! Remember, that we’ve all had to figure this out and it might take some time to get it right. The more you practice and the sooner you get familiar with these types of meetings, the smoother these meetings will run.

1 Determine the purpose of the meeting.

Ask yourself these questions AND take the time to answer them honestly.

  • Why are you meeting? 
  • What’s the desired outcome? 
  • What will be accomplished at the end? 

2 Decide if it’s a meeting or an email.

Many of the meetings that occur today are one way monologues where people show up to receive a download of information. If your purpose is to ‘understand’ or ‘be aware of’ then write an email, or record a video that people can watch . There is no need to gather everyone to listen to one or two people in a one-way conversation. 

If your meeting is about buy-in, new ideas, decision-making, collaboration, co-creation, and gathering input on a decision then have a meeting, and have a facilitator. 

3 Design the meeting to match the desired outcomes.

People will support what they help to create. If you truly want participation then create a meeting design that supports hearing all voices. 

This is what that looks like:

  • Create a question based agenda
  • Send it out ahead of time

These 3 ways help you get your team to a meeting. Now, to get them engaged and active, read these next 7 tips to increase engagement.  

7 Ways to Increase Engagement During a Virtual Meeting for a Hybrid Team

The following tips can be shared with your team and become standard practice for every Zoom video team call. 

Expectation should be set that from no matter where you join, from the office or remote, these standards are firm.

  1. Ensure high-quality video resolution 
  2. Hide your self-view
  3. Ask people to refrain from using gifs or really detailed graphics in their background 
  4. Look at the camera
  5. Check-In with everyone who joins the call
  6. Invite people to a virtual collaboration tool like Mural or Miro and ask them to participate 
  7. Agree to unmute

Virtual Meeting Resources for Facilitators 

If you need help, here are additional resources!

5 great resources to get started as a facilitator

Virtual meetings

Team meetings

Virtual training

Last but not least, we offer a variety of virtual workshops for those on their journey to facilitation mastery.

They are offered throughout the year, please take a look at the workshop calendar to find your preferred workshop and dates. 

Facilitation workshops offered include:

Agile Team Facilitation

Advanced Facilitation

Virtual Facilitation Masterclass

Remote Employees Are Falling Behind. Here’s How to Help Them.

One of the biggest challenges right now facing remote work is remote employees feeling isolated and disconnected from other human beings, outside of those they live with. When a feeling of ‘being on my own’ sets in it can manifest in lots of ways. 

Interpersonal work relationships become more stressed, it becomes harder to give people feedback and harder for someone to receive feedback. Small points of disagreement that might normally be handled with ease become bigger and derailing for a team. The language people use can shift from ‘we’ to ‘us versus them’, making conversation more divisive. 

How Can We Help Remote Employees Feel Like They Are Part of the Team

One of the best ways around this is to create more space for connection and relationship building. Relationships are the lifeline to fostering trust and psychological safety and when those qualities are strong the less disconnected we will feel and the easier it will be to navigate differing points of view and conflict. 

Schedule One-On-Ones With Your Remote Employees  

Schedule individual time with people on your team and go beyond the surface level conversation of ‘How are you?’ Ask questions with genuine curiosity and be ready to just listen, without the need to solve or fix anything and be real and vulnerable yourself. 

  • What’s difficult right now? 
  • What do you miss most? 
  • What’s one thing that would make it better? 

Normalize the New Normal

Working remotely can be very productive, many people have done it for years but what’s different is that this is a pandemic and for those with kids or multi-generational households there are lots more people in their work space each day who also need their attention. Make it okay that other people might walk through your video during a meeting or that more frequent breaks might be needed during the day to check on others. 

Help Your Remote Employees Set Boundaries 

The line of work and home does not exist anymore, it all blurs into one. Failure to define and agree on boundaries can leave people feeling frustrated and worn down. Help your team members define boundaries for themselves and then communicate those with other team members. Questions to consider:

  • What are my working hours? 
  • What are my non-working hours? 
  • How often will I take breaks? How can I schedule those into my calendar? 
  • How do I want to handle emails that come in after working hours?
  • How can I close out my work space at the end of the day? (i.e. put the computer in the closet, change where I sit, etc.)

How To Create More Connection in a Team Setting

When getting together as a team, even remotely, use these following tips to create connection/

Make it a Ground Rule for Team Meetings to Have Video On 

People may push back on this. Make space to hear their objections and concerns and ask if they would be willing to give it a try for a small period of time. Most people find it so very helpful for everyone to be on video that they wonder why they didn’t try it earlier. 

Create Space for Connection

At the beginning of each meeting have a check-in question and ask everyone to respond. It can be about the meeting topic or something more personal. This warms people up to the meeting, gets everyone’s voice in the conversation and gives the team an opportunity to learn something about each other. 

Example questions include: 

  • My state of mind as I come to our call today is… 
  • One thing I want to celebrate is…
  • What’s one question you have about our topic today?

Your Turn

How have you been able to help remote employees feel like they are (still) part of the team? We’d love to hear your thoughts! 

The Art & Science of Facilitation Book Club Guide

The book, ‘The Art & Science of Facilitation’ was written to help team leaders lead effective collaboration with agile teams. 

When first published, we spread the word about this book with a Virtual Book Tour! How fun that was. You can rewatch the videos on YouTube! 

As readers like yourself select to read the Art & Science of Facilitation, requests for Book Club session attendance have increased. While it would be wonderful to attend such weekly sessions, it’s not feasible. 

Therefore, TeamCatapult developed a wonderful Book Club Guide for those who wish to read together and explore the Art and Science of Facilitation. 

What is Facilitation?

“Facilitation is a skillful way to guide and assist a group to increase its effectiveness in doing its work and making its decisions. Facilitation is an approach that a leader or a participant/employee in a meeting, committee, or project can use to help the group achieve its objectives.” Source: UMass ‘Workplace Learning & Development

As we explain it:

https://teamcatapult.com/wp-content/uploads/2022/05/Book-video-Agile-Thinking-2-24-21-Ver-.mp4

The Art & Science of Facilitation: The Book

The Art and Science of Facilitation is your guide to moving your team further forward using the groundbreaking Five Guiding Principles of the Facilitation Stance. 

For anyone ready to lead with self-awareness and group insight, this book is designed to help you navigate group dynamics so that your team can work more efficiently and effectively in a truly collaborative environment.

If you lead teams of any size, it’s time to become a true facilitator, in every sense of the word.

The Art & Science of Facilitation: The Book Club Guide

Here is a taste of the type of questions in this Book Club Guide:

  1. Facilitating is ‘More Art’ or ‘More Science’, which one would you choose and why? 
  2. If you read this book and you are a coach, how do you see/identify the difference between facilitation and coaching?
  3. Discuss your personal description of ‘a facilitator’ and how it might have changed while reading this book.
  4. In Chapter 1: Maintaining Neutrality, we learn about holding the process, not the content. Moving forward, will not having answers still scare you, or did this chapter give you confidence in serating the ‘what’ from the ‘how’ in facilitation? 
  5. When you read Chapter 2: Standing in the Storm, could you identify situations where you should have ‘stood in the storm’ but instead decided to avoid it? How has reading this chapter changed your thoughts on conflict?

There are 20 questions in total!

Download the complete guide now

How To Get Started as a Facilitator!

Getting started as a facilitator is fun!

You can read about facilitation, take a workshop, learn by doing. 

We know it can be confusing, at times, to find the absolute best resources. We put together a list of five such resources, resources we at TeamCatapult use everyday to help facilitators grow. 

Get Started Today!

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