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Facilitation

How and Why Holding the Group’s Agenda is Paramount in Facilitation

As a facilitator, holding the group’s agenda is one of five guiding principles to keep the meeting moving forward. 

When a group is resisting the decision they are narrowing in toward or responding with reluctance toward every attempt to move the meeting forward, you are likely encountering the tension between two unspoken but competing agendas in the room. 

The principle we are looking at today, ‘holding the group’s agenda, is about continually asking “How can I best serve this group?”. It’s about wondering “ What does this group really need right now?” It’s letting your agenda take the backseat so that you can help a group tackle emergent dynamics. It’s about uncovering what’s really going on in the group so that they can move forward as a team. 

The Three Group Agendas To Hold When Facilitating

The first step when it comes to holding the group’s agenda is to understand that there are three different levels of agendas that a group can have:

  1. The Presenting Agenda
  2. The Emergent Agenda
  3. The Developmental Agenda

Let’s look at each of these separately

The Presenting Agenda 

This agenda, the presenting agenda encompasses the meeting’s purpose, desired outcomes, and plan. It’s why this group has come together, and it includes the facilitation design anticipated to help the group achieve what it hopes to achieve.

The Emergent Agenda

The emergent agenda is what emergentes live in the room as conversations happen, new perspectives are voiced, and ideas are generated. 

New thinking is often behind the emergence of this level of group agenda.

The Developmental Agenda

The developmental agenda is a deeper agenda that focuses on how the group works together. It’s about group behavior and dynamics. Facilitators working with agile teams are not just trying to help a group achieve an outcome for a meeting, they are often helping a team develop. 

Hold the Group’s Agenda, Not Your Own!

When you, the group facilitator, work with a group, it’s helpful to know where they want to go. Knowing their presenting agenda enables your to hold their desired outcome – what they hope to achieve from working together – and more fully comprehend what else is happening in the room. 

Because along their journey, groups can get in their own way, and it can get especially complicated as a facilitator when what the group thinks they need and what they actually need are two different things. 

When you hold the group’s agenda – presenting, emergent, or developmental – you are choosing to be of service to the group over yourself, your position, and your perception of our own worth. 

This is about them, not you! 

The principle of holding the group’s agenda is about being aware of what the group wants and how they also might be getting in their own way. It’s about being able to really listen to what’s emerging in the team – hearing what the team needs – while remaining aware of what your own agenda might be and not letting it take over. 

Go Slow To Go Fast

The slippery slope with agendas is that when your own agenda feels so right to you, you risk missing the group’s agenda. And if you are facilitating a team in which you are a member of the team, discerning your agenda from the team’s agenda becomes even more difficult. 

In my book ‘The Art & Science of Facilitation’ I go deeper into these agendas and show what holding the group’s agenda looks like in practice!

“You owe it to yourself and the team to challenge the notion of certain agendas” 

Holding the Group’s Agenda is Big Work!

The way to change meetings is to help teams and groups move the meeting from a surface-level conversation where they may as well be rearranging the deckchairs on the Titanic to a place where it’s okay and even expected to have real conversations. 

Most groups need guidance and help getting to this place, and the organization’s culture and team dynamics will have a big impact on how easy the process is. 

There is work to do. Without it, you’re wasting time – yours and everyone else’s. 

Don’t shy away from emergent and developmental agendas,, even when it’s tough. This work lays the track for agile teams to become agile, and each meeting is a meaningful step toward more systemic change within the team or organizational culture. 

The Five Cornerstones of the Agile Team Facilitation Stance

The cornerstones of the Agile Team Facilitation Stance include:

  1. Honoring the wisdom of the group
  2. Maintaining Neutrality
  3. Upholding the Agile Mindset and Practices
  4. Standing in the Storm
  5. Holding the Group’s Agenda

Learn more about each stance by clicking the links! 

How to Work with Conflict in Teams: The Agile Team Facilitation Stance

I always say: “A great leader is ready to merge from everyone!” 

Today I would like to share my recent talk with Agile Toronto. We had a conversation about how to work with conflict in teams. 

NOTE: If you’d rather listen to me talk than read this article first, feel free to skip to the bottom of this article and find the embedded recording, but …you’ll miss some great visuals! 

Conflict… and Standing in the Storm 

My definition of a “Storm” is when conflict emerges in the room, or when conflict isn’t in the room but it’s going somewhere else and it’s undermining what happens. 

Together, let’s look at conversations, and the way we engage in conversation as a lens for looking at conflict, how teams communicate and how that makes a team effective, or ineffective. 

I am going to start with the Kantor 4 player model.

Kantor 4 Player Model

“The structure of our conversation determines the outcome of it.” ~ David Kantor, Theory of Structural Dynamics.

Everything that we say, every sentence, every speech-act can be coded into one of four actions.

Coded into one of these four:

  1. MOVE – sets direction in the conversation
  2. FOLLOW – supports the move
  3. OPPOSE – offers correction or constraint
  4. BYSTAND – offers a morally neutral comment on what’s happening in the conversation 

 

Here is an example of how a conversation with all of these 4 actions would go: 

In a foodie group conversation: 

  1. “Lets go get Sushi in the 5-star restaurant on the corner” That’s a MOVE! 
  2. Your FOLLOW would be “Sounds good. Would love to.”
  3. An OPPOSE response is something like this: “Hey I am not so sure, I am not feeling Sushi tonight”
  4. While the BYSTAND action would go something like this: “It sounds like we have an idea on the table” – naming what’s happening.

MOVE and OPPOSE are the vocal actions of advocacy, bringing something forward and taking a stand for something.

FOLLOW and BYSTAND are vocal actions of inquiry and they provide curiosity and more data.

We need all four of these to be active and voiced in a conversation, when one or more are missing some common patterns emerge. 

Common patterns often point to a way of looking at breakdown or conflict in our conversations, doing it in a structural way.

Common Stuck Patterns That Happen in Teams

Having the same conversation over and over again should throw up a bunch of yellow flags!

Here are 4 stuck patterns that happen in teams:

  1. SERIAL MOVING  – Not really sure what we accomplished: nothing carried to completion
  2. COURTEOUS COMPLIANCE – Over time, this points to covert opposition. 
  3. COVERT OPPOSITION – the thing that is said is different that I really intend or for somebody to bystand what I oppose. 
  4. POINT-COUNTER-POINT – move on the table and a very clear oppose. Feels like people are locked in conflict. 

When MOVE and OPPOSE are the predominant acts, we are missing a FOLLOW and a BYSTAND. Structure becomes a way to look at to bring attention to or call for one of the missing actions. 

Going from Locked Opposition, MOVE and OPPOSE, to being able to bridge and find context, something that I can follow or support, something that you’re seeing, being able to name it and bring it into the conversation, keeps us in the conversation and allows us to move forward! 

Groundhog Day Conversations!

Groundhog day conversations are those conversations we are having, over and over without resolution. 

What patterns might this type of conversation be falling into? How can you change the nature of the conversation by bringing in a different vocal act? 

You would need to manage opposition out of the room. The voice of opposition is needed! When it’s not voiced it’s an indicator that it’s coming out in one of the different actions i.e. move, follow or bystand. 

Step back and look at the structure of the conversation and yourself: 

Can I name what’s happening?
Can I name structurally what’s happening?
Can I let the name of the structural pattern inform how I might make an action as leader, as a facilitator in that conversation?

To listen to this conversation, and the Q & A session, watch this QuickTalk YouTube Video!

Group Dynamics: How to Honor the Wisdom of the Group

When groups convene, they have the power to create something together that would not be possible from the thinking of just one or two people. Groups can see problems in new ways and craft solutions that weren’t apparent before, leveraging the dynamics of leadership and group dynamics.

But, there is a caveat. The creation of new thinking relies on a group’s ability to access their collective intelligence and navigate the intricacies of leadership group dynamics.

Everyone on the Team Has Wisdom to Gain, Wisdom to Share in leadership and group dynamics.

In theory, honoring the wisdom of the group in leadership and group dynamics is really easy. Often, both leaders and group members agree: of course the group has wisdom.

Then real life happens. Decisions need to be made. Directions need to be set.

It’s often easier to honor the wisdom of the group in principle than it is in the moment. In high-pressure moments, leaders, in particular, might be challenged by the concept of honoring the group’s wisdom in leadership in group dynamics. They would rather just make a decision on their own and tell the group what to do.

Putting Honoring the Wisdom of the Group in Leadership and Group Dynamics into Practice

Honoring the wisdom of the group in leadership and group dynamics means placing your full attention on what the group needs rather than focusing on your own needs. It starts with being deliberate about why you are meeting and how you can help invite full participation by creating and sustaining a space that will support it, taking into account the dynamics of group structure.

Here are four lessons on how to plan and design a collaborative meeting to set the group up for success.

1 Help the Sponsor Get Clear on the Level of Collaboration Needed

Factors to determine the degree of collaboration.

One way we honor wisdom in groups is by not wasting their time. Being intentional and deliberate about when collaborative decision-making is an appropriate process to meet the needs of the moment – and when someone just needs to make a decision and move forward. 

Not every topic, problem, or decision needs to be collaborative. Higher complexity in decisions means a greater degree of collaboration will be important. 

When you interview the sponsor and evaluate the complexity of a decision to be made, think about the scope:

  • Urgency 
  • Risk
  • Impact
  • Durability
  • Buy-in

2 Decide How to Decide

Not every decision lends itself to consensus and it’s okay. It often depends on the type and complexity of the decision being made.

Help the sponsor and other stakeholders agree to both the decision-making process and the boundaries of the decision prior to the meeting. Here are the types of decisions to choose from:

  • Leader decides
  • The leader holds veto power
  • Consensus Building
  • Majority Rule

Caution: Teams often decide to “majority rules” likely because reaching consensus can take more time and some teams or leaders become frustrated with the process. If you use “majority rules” as your primary way of making decisions, you might be missing an opportunity to uncover more insight and wisdom, which could improve the shared vision, increase understanding, and change the nature of the conversation and outcomes more positively over time. 

3 Design Group Processes That Invite All Voices

The objective is to design a way for all voices to be heard in the room. Factors to consider in your design include:

  • What is the purpose of the meeting?
  • What is the desired outcome?
  • How many people are participating?
  • Will others be observing?
  • How will you be meeting?
  • How long do you have? 

The primary question across the design process is: What is the highest and best use of our time together?

4 Invite Opposition – and Separate Yourself From The Process

Opposition is needed in a group in order to have an effective dialogue and, therefore, to access the wisdom of the group. Inviting opposition builds on the practices  of ‘Standing in the Storm’. 

There are two fundamental principles of inviting opposition:

  1. If opposition is not coming into the conversation organically, ask for someone who sees the topic differently.
  2. When opposition does emerge, don’t shut it down!

As the facilitator, it’s important for you to find ways to invite the opposition in the conversation. But as you develop your skills in relation to opposition, it’s also important to recognize when to separate yourself from the process. 

Remember: you are not the process and the process is not you! 

Facilitation Stance

Honoring the Wisdom of the Group

Sometimes we can be really good at creating a vision for what we want: teamwork, collaboration, agility. But in execution, we can be really good at getting in our own way. 

One of the greatest gifts you can bring to the group is to hold the belief that the team has the wisdom it needs, even when it feels difficult. 

Even if the road is bumpy and it feels like you took a wrong exit, holding firm in this stance is one of the most empowering things you can do for a team.

Are you a facilitator in need of more wisdom?

Learn more about The Art & Science of Facilitation by visiting our website! 

The Five Cornerstones of the Agile Team Facilitation Stance Explained

The Art & Science of Facilitation Book Tour

On March 9, 2021 I was the guest speaker at Agile Austin to talk about my book ‘The Art & Science of Facilitation’. 

I enjoyed this conversation so very much that I am sharing a condensed version of some of the things we discussed, as well as the full recording of this lively conversation about facilitation. 

Join me for this Virtual Book Tour event, won’t you?

What Does Facilitation Mean to You?

We started the evening by answering the following question.

’What does facilitation mean to you?’ 

Several people eagerly shared what facilitation means to them. 

Here are their definitions! 

  • Facilitation is ‘keeping the conversation going’. The conversation needs to move, not get stuck.
  • Facilitation is helping guide people to a common end. 
  • Facilitation is creating and holding the container for all the magic to happen inside. Magic means the space where the folks inside can solve problems, be creative, innovate. The connection between human beings. 
  • Good facilitation encourages participation. Everyone should have a voice, not be scared to speak. Flow, safety. 
  • Facilitation means feeling psychologically safe, a healthy discourse! 
  • Facilitation is about the feelings and understanding of the team, each team member. Empathizing with the team.
  • Facilitation is making things easier. Make it easier on the team. 

Facilitation Is Both Art and Science

The dictionary defines ‘facilitating’ as
“make (an action or process) easy or easier.”

There is science that sits behind what we do, and art as well! Hence the name of my book. 

A facilitated session includes all of the following:

  • All Voices
  • Process
  • Desired outcome
  • Flow
  • Discourse
  • Harmony
  • Bring Inquiry

‘What’s happening when all of things are taking place in a meeting? What is the facilitator doing, or not doing when all these things are taking place?’

It’s how you show up as a facilitator. 

The Agile Team Facilitation Stance

What do you need to believe about yourself and your group as you facilitate? 

Here are the guiding principles I reference in my book. 

Facilitation Stance

The cornerstones of the Agile Team Facilitation Stance include:

  • Honoring the wisdom of the group
  • Maintaining Neutrality
  • Upholding the Agile Mindset and Practices
  • Standing in the Storm
  • Holding the Group’s Agenda.

Next, the Zoom participants broke into Zoom rooms. They were asked to create a definition about one of these five cornerstones during a 10 minute group discussion before coming back and sharing their insights.

The Full Agile Austin Conversation

If you missed this Agile Austin conversation with us and you couldn’t participate, please know we’d love for you to watch the evening’s discussion right here. 

Join Me For Additional Facilitation Conversations! 

The first part of my Virtual Book Tour in January and February of 2021 consisted of a self-hosted series of live conversations with facilitation experts.

Starting this month, March 2021, I am ‘making the rounds’ and bringing ‘The Art & Science of Facilitation’ to groups all over the country. 

You can check out my upcoming Virtual Book Tour schedule here. 

For TeamCatapult workshops, check the schedule below.

Here are several opportunities for you to learn more.:

  1. Agile Team Facilitation Workshop  March 22-26, 2021
  2. Advanced Facilitation Workshop  April 28-May 5, 2021

Join us for one, or all, Virtual Workshops. TeamCatapult workshops are a great stepping stone to our cohort. 

Learn more about our Coaching Agility from Within ‘A Cohort Journey to Masterful Agile Team Coaching’ and apply to join in May 2021. 

The Best Ways to Facilitate Collaborative Conversation With Your Team

How does your team communicate?

How does their conversation flow? 

How effective is your leadership in facilitating the conversation?

In this article, we will explore the previously recorded conversation between facilitators and coaching experts who lead their teams to collaborative conversations, followed by a series of questions and answers that flowed from that conversation.

The Art & Science of Facilitation: The Book Tour

During the months of January and February 2021, TeamCatapult hosted a 5-part series Virtual Book Tour to celebrate the publishing of The Art & Science of Facilitation. 

We invited industry leaders, agile coaches, expert facilitators and TeamCatapult faculty to have conversations about facilitation. 

One of the Virtual Book Tour stops happened on January 28, 2021 with guests Ahmed Sidky, Deborah Grayson Riegel, Lyssa Adkins & Tricia Broderick. 

The title for that conversation was Leadership is a conversation: “The Importance of Facilitating Collaborative Conversations.”

The replay of their conversation can be played right here! 


Wasn’t that a great and insightful conversation about facilitation?

This Collaborative Conversation Sparked Questions!

While the conversation flowed between these experts and a great many topics were discussed, there were some questions that came into the chat! Our guest expert panel attempted to answer as many questions as possible, however, they were limited by time.

We’ve gathered the unanswered questions and asked the panel participants to help us answer them for you, our readers. 

Conversations That Connect: What’s In A Name?

Question: There is such a huge difference between ‘conversation’ (as in making conversation) and this type of conversation, where we make actual connections and create some sort of magic… I’m looking for a good word that signifies the second type. Is conversation ‘enough’?

Answer: I call it skillful or generative (by Otto Shrumer) reenacting the same thing versus where new ideas are emerging.

Answer: I don’t have a single word.  For me, I summarize this as a space where connection, trust, collaboration, and engagement produces new possibilities (i.e. magic).

How To Have a Conversation About Bias in the Workplace

Question: Sometimes, it is not just about the color of your skin. Traditional management is autocratic. The top management does not even want to hear the insights coming from subordinates. As a subordinate, how will you handle this?

Answer: There are many factors that can create bias in the workplace.  In addition, there are many legacy “best practices” that impede high performing teams focused on knowledge work.  Personally, I try to never view anything I’m doing as “managing up”.  The minute I have the mindset of this, chances are high that the results will not be favorable to anyone involved.  I try to focus on being transparent and vulnerable with the leadership experiments/insights.  With this approach, I’m reaching out for partners in feedback and participation with my experiments/insights.  

How Should Leaders Learn to Facilitate? 

Question: Traditional Leaders often experienced that they had to be strong, know it best and decide at the end. To facilitate it like you suggest Marsha, a different stance would be needed, right? How and where do you advise this should come from? Inner work maybe? Economic pressure from competitors? Joy and the will to move on, vastly…maybe breaking things?

Answer: It does take inner work and the doorway will be varied. A different perspective for people around that leader to give space to learn it. We have to give them space to grow and to change habits. Leaders will be transparent.  People give leaders permission to not have the answer, which can lead to leaders allowing the folks to find the answer as well. It’s okay to say “I don’t know.”

What is the Value of Facilitation?

Question: Please share an example of an idea or story that you have found useful to introduce the value of facilitation to a skeptical decision maker.

Answer: Talk about what the leader wants to achieve.  How’s it look?  How to set it up?  What’s the best that could possibly occur?  The more we expose and look for approval, the more we invite skepticism.  “Our focus today is to trust what’s happening…” Give the right to pass (let adults be adults): choice and freedom.

Answer: One time, I highlighted the various challenges the team was facing in making a decision that was collective and lasting.  For example, the person who didn’t participate but vetoed later, the person who consumed most of the time talking, or the person who felt completely ignored.  All of these challenges (and many more), hinder the ability to become a high performing team to deliver the best results.  As this is the shared goal and people can observe the challenges, I offered to try a different approach…facilitation, to engage all the voices effectively. In this example, facilitation training was brought in quickly after.  

How Can You Learn or Enhance Your Facilitation Skills?

If you are intrigued, excited or eager to get started to learn or enhance your facilitation skills, you’ve come to the perfect place! 

TeamCatapult has been training facilitators for years! 

Here are several upcoming opportunities for you:

  1. Virtual Facilitation Masterclass  March 18-19, 2021
  2. Agile Team Facilitation Workshop  March 22-26, 2021
  3. Advanced Facilitation Workshop  April 28-May 5, 2021

Join us for one, or all, Virtual Workshops!

These workshops are a great stepping stone to our cohort!

Learn more about our Coaching Agility from Within ‘A Cohort Journey to Masterful Agile Team Coaching’ and apply to join in May 2021. 

 

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  • Why We Need to Invest in Behavior Change – Not of Another Tool
  • Why Thinking you Need to Have All the Answers is Counterproductive for your Team
  • How to Welcome Disagreement Within Your Team (and mean it)
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  • Why a Difference of Opinion Makes Your Team Much More Effective

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