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Meetings

7 Tips to Improve Your Team Facilitation Skills

Effective team facilitation skills are essential for driving collaboration, productivity, and innovation within organizations. Mastering facilitation skills, particularly in today’s dynamic and interconnected business landscape, is crucial. The ability to guide groups toward common goals, foster an inclusive and supportive environment, and implement team leader facilitation strategies sets a strong foundation. A team facilitator possesses a unique set of competencies that enable them to orchestrate successful meetings, navigate conflicts, and encourage participation—all while harnessing the collective intelligence of diverse team members. Basic facilitation skills, often underrated, form the backbone of these competencies, making facilitating an indispensable skill in your leadership toolbox!

This article delves deep into the nuances of team facilitation, emphasizing the importance of these basic and advanced skills, and provides actionable insights to bolster the facilitation prowess and attributes of a competent group facilitator. Whether you’re a seasoned facilitator looking to refine your approach or an aspiring one aiming to lay a strong foundation, understanding and sharpening group facilitation techniques will empower you to lead teams to greater heights.

As we reveal 7 essential facilitation tips and tricks, remember this truth: a dedicated facilitator can steer the team through any communication challenge, be it in low-stakes or high-stakes scenarios, as long as there’s a willingness to work collaboratively.

Facilitation skills start with careful planning

What is a synonym for facilitation?

Enablement, much like facilitation, encompasses the act of empowering and supporting individuals or groups to achieve their goals. It involves providing the necessary tools, resources, and guidance to enable others to accomplish tasks or overcome challenges.

Just as a facilitator helps to remove obstacles and streamline processes, an enabler creates an environment that encourages growth, development, and success. Through enablement, individuals are equipped with the means to maximize their potential and take ownership of their actions.

It emphasizes empowering others to become self-sufficient, fostering independence and self-confidence. Ultimately, enablement is about empowering individuals or groups to realize their full potential and achieve desired outcomes.

The reasons facilitation skills are needed

Facilitation skills play a critical role in creating a productive discussion and engaging group dynamics. A facilitator possesses active listening skills, enabling them to truly understand and empathize with the perspectives and needs of group members.

By actively listening, facilitators can create an inclusive environment where everyone feels heard and valued, leading to more effective communication and collaboration. Additionally, a skilled facilitator understands the importance of encouraging participation from all group members.

They create space for individuals to contribute their own ideas and insights, fostering a sense of ownership and engagement in group work among the participants. This active participation not only enhances the quality of discussions but also increases the likelihood of reaching a successful outcome.

post-it note with 'facilitation skills' written on it.

Remote facilitation skills

Facilitation skills are not limited to in-person interactions. With the rise of remote work and virtual meetings, facilitators must also be proficient in virtual facilitation techniques.

Virtual facilitators should learn to adapt their skills to create an inclusive and interactive environment in virtual settings, leveraging technology tools effectively and encouraging active participation from all participants.

female in front of a computer leading a virtual meeting

The facilitation process

The facilitation process itself is a core element of effective facilitation skills. A skilled facilitator plans and guides the meeting process, ensuring that it stays focused and on track toward the desired outcomes.

They establish clear objectives, create an agenda, and set ground rules to provide structure and direction for group discussions. Throughout the meeting, the facilitator actively manages the group dynamics, facilitating productive discussions and helping to resolve conflicts or disagreements that may arise.

They also pay attention to body language and non-verbal cues, allowing them to gauge the level of engagement and understanding within the group.

leaders need facilitation skills

Optimizing team performance with facilitation skills

Team facilitation plays a crucial role in optimizing a team’s performance and achieving desired outcomes. Facilitators with significant facilitation experience are equipped with a repertoire of different techniques to effectively guide and support teams.

Facilitators understand the importance of being directly involved in the facilitation process, actively engaging with team members and fostering an environment of open communication. When as leadership team member, you have good communication skills you are ahead of most managers. These skills are essential for facilitators, as they need to ensure that information flows smoothly and that everyone has a voice.

How do you plan a good facilitation process?

Planning an effective facilitation process requires careful consideration and attention to various crucial elements. A skilled facilitator not only aims to achieve desired outcomes but also focuses on fostering a positive and engaging experience for all participants.

To ensure successful meetings or planning sessions, facilitators should prioritize the following key points during the planning phase.

Steps for facilitation planning

First and foremost, it is essential for the facilitator to meticulously plan each aspect of the process beforehand. This includes defining clear objectives, determining the appropriate structure and format for the session, and identifying the necessary resources and materials. How much preparation effort is needed depends on your experience and the team.

By laying out a well-organized framework, the facilitator sets the stage for a smooth and productive session. Additionally, considering the participants’ needs and expectations is crucial.

A facilitator should take into account the diverse perspectives and ensure that the session caters to the specific requirements and interests of the individuals involved. This involves tailoring the agenda, activities, and discussions to create a meaningful and inclusive environment where everyone feels valued and engaged.

Anticipating potential challenges or conflicts and having contingency plans in place are vital for a successful facilitation process. A skilled facilitator will proactively identify possible obstacles and prepare strategies to address them effectively, such as implementing conflict resolution techniques or adapting the agenda as needed.

Ultimately, through thorough planning and thoughtful consideration of various factors, facilitators can create an environment conducive to collaboration, open dialogue, and successful outcomes.

team huddle during a facilitation session

Facilitating a team meeting or planning session

Facilitating a planning meeting requires careful consideration and preparation as well as business planning success. As a facilitator, it is essential to ask yourself, “What is my best option for this meeting?” This question prompts you to assess the meeting’s objectives, desired outcomes, and the needs of the participants.

By understanding these factors, you can determine the most effective approach for the meeting, whether it involves brainstorming, decision-making, problem-solving, or strategic planning. Your best option may involve creating an agenda that outlines key discussion points, allocating sufficient time for each agenda item, and using appropriate facilitation techniques to encourage active participation and collaboration. By considering the best option for the meeting, you can set the stage for a successful planning session that yields meaningful results and moves the team closer to their goals.

Start the meeting on time

As a facilitator, starting a meeting on time holds significant importance. It sets the tone for the entire session and demonstrates respect for everyone’s time and commitment. When a meeting begins promptly, it sends a message that the facilitator values efficiency and professionalism. It allows participants to feel confident that their time will be well-utilized, increasing their engagement and focus.

Moreover, starting on time shows that the facilitator is organized and prepared, creating a positive impression and establishing credibility. By prioritizing punctuality, a facilitator sets the stage for a productive meeting, fosters a sense of discipline among participants, and maximizes the opportunity to achieve the meeting’s objectives effectively.

team starting a meeting on time

Review the agenda, objectives, and ground rules for the meeting

Reviewing the agenda, objectives, and ground rules for a meeting is a critical step in effective facilitation.

As a facilitator, it is important to check-in with the other group members to ensure consensus on the meeting agenda. This allows for transparency and inclusion, as each participant’s input and expectations are considered. By seeking feedback and incorporating it into the agenda, the facilitator ensures that the meeting aligns with the desired outcomes and addresses the specific needs of the group.

In addition to reviewing the agenda, it is essential to establish clear ground rules. Ground rules provide a framework for the meeting, outlining behavioral expectations and promoting a respectful and productive environment. These rules may include guidelines for active listening, respecting others’ perspectives, maintaining confidentiality, and adhering to time limits. Setting out ground rules at the beginning of the meeting helps manage expectations, encourages participation, and minimizes disruptions or conflicts.

By reviewing the agenda, objectives, and establishing ground rules, the facilitator sets the stage for a focused and successful meeting. This process ensures that all participants are aligned and engaged, enabling them to work collaboratively towards the desired outcomes. It demonstrates the facilitator’s commitment to creating a structured and respectful environment that maximizes productivity and fosters effective communication among team members.

How do facilitators ask questions?

How do facilitators ask questions to enhance the problem-solving process and stimulate critical thinking? Facilitators adopt a question-based approach, prioritizing inquiry over providing immediate solutions.

By asking questions, facilitators encourage active engagement and participation from team members, fostering a collaborative and inclusive problem-solving environment. This questioning method serves multiple purposes, such as breaking down complex problems into manageable pieces, gathering diverse input from the team, and evaluating issues from various angles. Sociological questions, in particular, can be valuable tools for facilitators, as they delve into the social dynamics, perspectives, and relationships that impact the problem at hand.

Facilitators strategically employ different types of questions to drive discussions and prompt deeper exploration. Open-ended questions encourage expansive thinking and elicit detailed responses, enabling participants to articulate their thoughts and ideas more comprehensively. Probing questions help facilitators delve deeper into a specific topic or issue, seeking clarity and encouraging critical analysis.

Reflective questions invite individuals to evaluate their own assumptions, biases, and perspectives, fostering self-awareness and promoting a more comprehensive understanding of the problem. By skillfully asking questions, facilitators empower teams to approach problems from multiple angles, consider diverse viewpoints, and collaboratively arrive at innovative and well-informed solutions.

A guide to facilitation skills and why they are essential for navigating complex business problems

Successful meetings require objective, organized direction and the guidance of an impartial leader or facilitator. Facilitation skills are a vital component of effective meetings because they help team members gain insight into their issue or topic.

Managing a team with good facilitator skills will improve their ability to deal with complex problems. Facilitators are experts in leading group meetings and gathering sessions. Oftentimes participants are facilitators who have attended workshops or design sprints based on the design process.

an ear that is active listening which is a key facilitation skill

Active listening

Active listening helps understand how someone has spoken or why he or she offered the information. This starts with eye contact or open-minded gestures showing an interest in the contribution. A facilitator takes into account nonverbal clues like body language or tone.

Developing and maintaining a listening strategy requires a judgment of contributions as part of this process. Once the message is shared with professional facilitators, he can return the message to a speaker who hears the message and receives confirmation of a complete understanding.

Inspiring success with facilitation skills

In facilitating people a person helps others solve problems by encouraging participation and inspiring others in order to achieve a particular outcome they will.

Facilitators remain neutral when discussing how the groups progress toward their final goal. Once an end result has been obtained, facilitators do what they are supposed to do in their duties.

enthusiastic female at work, inspiring other workers

7 team facilitation skills needed by agile team facilitators

Teams don’t develop synergy overnight. Building synergy takes time and effective facilitation.

Team Facilitation starts with developing the right mindset and meeting preparation process. It’s informed by the things you believe as a facilitator, such as believing the group has the collective wisdom to solve the challenge at hand. Being aware of your bias means understanding how you can intentionally or unintentionally influence the group process.

No matter the kind of meeting you walk into, your most important job here is to help quiet people in the group get over the hurdles of face-to-face communication. Here are seven tips to keep in mind the next time you step up to facilitate meetings with a team.

1. Honor the Wisdom of the Group

Good Facilitators believe their group has the wisdom and knowledge to design successful solutions and that people will support what they help to create.

Great Facilitators, however, know how to pull this wisdom and knowledge out of their team members, so that these solutions can become a reality.

As a Facilitator, it’s not up to you to go in and fix problems. Your job is to ensure that the entire group becomes engaged early in the planning process, and then stays engaged, managing conflicts before they impede the group’s progress. Design the format of your meetings to promote discussion and participation from everyone, beginning on day one.

2. Encourage Trust in the Capacity and Experience of Others

When a team of experts gathers in a room group work together, our natural tendency is to make sure our knowledge is known and our opinion is heard – sometimes at the cost of not listening to others. Your role as a Facilitator is to create an environment that encourages team members to not only talk, but to listen to new ideas and be open to adapting them based on the experience of the entire group. While you might honor the wisdom of the group, don’t assume that your team holds this same belief – help them move in that direction!

3. Maintain Neutrality

As a Facilitator, your role is to own the process, while remaining neutral regarding the content. Don’t try to influence the outcome of the team by providing your opinion, voting on a decision or judging a statement. Simply maintain an objective perspective and comment neutrally without labeling people or offering criticism or critique.

If your gut is telling you that the group may be making a mistake, then turn it back to them by asking the team what they think. When you interject your opinion or influence the discussion’s outcome, the group loses connection with the solution and may view the end-product as yours, not theirs.

For an Agile Team Facilitator, this is often one of the hardest skills to control, especially when the same facilitator role is also a peer member of the expert team. If there is content or opinion that you need to provide to the team, then clearly tell them that you’re stepping out of the role of Facilitator and into that of Participant. Move away from the front of the room, deliver your message, and then step back into the role of Facilitator. When you moderate the meeting in this manner, the team won’t become confused about your role or purpose.

4. Practice Self-assessment and Self-Awareness

Having self-awareness about your strengths and weaknesses as a facilitator is an important skill that you can master. Teams can be your best “mirrors,” as they’re often more than willing to give you feedback – both good and bad. Don’t take this feedback personally; instead, use it to improve your approach to facilitation.

In addition, there are many self-assessment tools available to you, such as Kantor Behavioral Profile, Myers Briggs and DiSC, which can provide invaluable feedback regarding your preferences and approaches to problem-solving. Before you step in front of a whole group of people, make sure that you understand yourself, first and foremost, and then use this knowledge to create a dynamic that maximizes your effectiveness as Facilitator.

Remember, the facilitation skill is not a static skill. Great facilitators are continuously learning and adapting methods to improve success.

5. Maintain an Objective, Non-Defensive, Non-Judgmental Stance

Successful facilitation requires active listening to what your team has to say in order to help you steer the process toward success. Losing objectivity during a meeting, or becoming defensive or judgmental during a discussion, can hinder your ability to “hear” what your team is saying. Remember, this is not about you – it’s about what the group needs to move forward toward a solution. Be aware of your personal “hot buttons” and design ways to manage them.

6. Act with Integrity

This isn’t a situation in which you can fake it until you make it. Be clear with the group about your role as Facilitator and establish clear boundaries early on in group discussions. If you think something is too challenging for the group, find a way to say so with integrity. However, if you see a potential conflict of interest, or you’re going into a meeting where you have clear opinions about the target topic, then ask another Facilitator to facilitate so you can participate in the discussion.

7. Trust the Process

Do your homework in preparation for the meeting. Understand the desired objectives for the meeting and design your facilitation process to accomplish these objectives. Once you’re in the meeting, trust in the process! A group can easily get distracted by details, which can make small meetings feel like a waste of time or like things are taking too long. Keep your eye on the goal and trust the meeting process as it unfolds.

any meeting is an opportunity to show off facilitation skills

Seeking opportunities to facilitate

Using facilitating techniques will improve the quality of learning you can do. Training in how to train people is essential to becoming an effective facilitator and entrepreneur.

If two people are required to work together on the same task, they can practice their facilitation skills as long as they prepare, listen and encourage people and each other throughout their job.

5 Key facilitation skills in the workplace

Although it is possible to practice some effective facilitation skills, here are ways to make them more effective, especially in the workplace.

1 Active listening skills: listen to every member of your team

The ability to listen to the voices of the audience is also a social skill. Take care to listen to your colleague’s voice and keep an active listener to everybody in your thoughts. Actively hearing the members of your team is an extremely respectful way of showing respect and giving them a sense of being heard. The practice of these active listening skills may lead others to select you for the next group project.

note that says 'be an active listener'

2 Encourage participation by everyone

Encouraging participation by everyone is a key facilitation skill that greatly enhances collaboration and creativity in the workplace. A skilled facilitator understands the importance of creating an inclusive environment where every team member feels comfortable and empowered to contribute their ideas and perspectives. By employing various techniques such as active listening, open-ended questioning, and creating space for equal participation, the expert facilitator ensures that everyone’s voice is heard and valued. This not only fosters a sense of ownership and engagement among team members but also leverages the diverse talents and expertise within the group.

Encouraging participation also promotes a culture of trust and respect, where individuals feel supported in sharing their thoughts and opinions, ultimately leading to more innovative and effective solutions. Moreover, a skilled facilitator adeptly manages any dominant voices or silence, ensuring a balanced and inclusive discussion that benefits from the collective intelligence of the entire team.

3 Think about progress frequently

Developing strong facilitative skills will help you in making better and quicker decisions in your life and workplace. Projects will be completed quicker or may be identified to need additional facilitation. Just thinking like a facilitator will help you make progress faster.

4 Manage your time effectively during every task

Time management is crucial for facilitations. In other words, if your boss gives you a job that should be completed before noon, divide your job into pieces and give your boss the required time to complete them in an efficient way each day. The more efficient your time management is, the more you can save the lives of a whole team.

5 Practice empathy toward others

Empathy has become a social skill that allows for compassion and understanding of people’s experiences. Using empathy is a key element for continuing a failed project. In some cases, team members who have been working on projects are unsure unless their work can help them understand their work. Show the staff you understand how they feel and help them progress as they progress.

facilitators are leaders

What can facilitation skills do for your career?

Developing facilitation skills can have a profound impact on one’s career. These skills enable individuals to effectively lead meetings, manage group dynamics, and facilitate productive discussions.

By honing facilitation skills, professionals can enhance their ability to communicate, collaborate, and influence others. Facilitation skills can boost career growth by enabling individuals to take on leadership roles, lead successful projects, and drive positive change within their organizations.

These skills can increase their value as team members and problem-solvers, making them sought-after assets in various industries and sectors.

Overall, facilitation skills can significantly contribute to career success by empowering individuals to foster collaboration, achieve desired outcomes, and create a positive impact in their professional endeavors.

facilitation skills are great for your career

How to highlight facilitation skills

Throughout the job search process, your facilitating skills and abilities become evident, showcasing your unique value as a facilitator. By demonstrating your diverse skills and abilities during the job search, you exemplify your proficiency in fostering effective communication, driving collaboration, and navigating complex group dynamics. Obtaining certification as a facilitator further sets you apart from other candidates who may lack this recognized credential.

Being a certified facilitator not only demonstrates your commitment to professional development but also validates your expertise in facilitating successful outcomes. Employers recognize the value of a certified facilitator, as it signifies your ability to lead, mediate, and create a productive work environment. By highlighting your facilitating skills and certification, you increase your chances of standing out and securing opportunities that align with your facilitation expertise.

two people in a preplanning meeting

Facilitation skills for your resume

When crafting your resume, it’s essential to showcase your facilitation abilities as they can greatly enhance your professional profile. Consider including these skills in the dedicated skill section of your resume. One such skill is the ability to effectively manage your own schedule and workload, demonstrating your organizational prowess and self-motivation. Additionally, you can emphasize other relevant abilities, such as encouragement and flexibility, to describe your past work experiences.

These qualities exemplify your aptitude for creating a positive and adaptable work environment, fostering collaboration, and inspiring others to reach their full potential. By showcasing your facilitation skills on your resume, you highlight your ability to lead, communicate, and drive successful outcomes, making you a valuable asset in any professional setting.

What does having strong facilitation skills mean for a leader?

Having strong facilitation skills as a leader is immensely beneficial for effective team management, collaboration, and achieving organizational goals. Here are some key aspects of what it means for a leader to possess facilitation skills:

  1. Effective Communication
  2. Collaborative Decision-Making
  3. Conflict Resolution
  4. Empowering and Engaging the Team
  5. Building Trust and Alignment

Possessing strong facilitation skills as a leader enhances communication, decision-making, conflict resolution, team engagement, and overall team performance. By effectively facilitating interactions and processes, leaders can create a positive and collaborative work environment, driving success and achieving organizational objectives.

facilitator in communication with virtual team

Facilitators handle conflict

Handling conflict is a core element of facilitation, requiring specific skills and techniques to navigate challenging situations. A great facilitator possesses the necessary skills needed to handle conflict effectively, such as active listening, empathy, and the ability to remain impartial.

They create a safe and supportive environment where team members feel comfortable expressing their concerns and engaging in open dialogue. As a sounding board, the facilitator encourages people to share their perspectives and actively listens to understand the underlying issues contributing to the conflict.

By fostering an atmosphere of trust and respect, a great facilitator helps the team work through conflicts constructively, seeking common ground and facilitating resolution.

Facilitation skills and team-building activities

Team building activities are an integral part of effective facilitation, as they help foster collaboration, trust, and cohesion within a group.

A skilled facilitator understands the importance of designing and facilitating team-building activities that are engaging, purposeful, and tailored to the specific needs and dynamics of the team.

These activities can range from icebreakers and energizers to problem-solving exercises and experiential learning challenges. By carefully selecting and facilitating team-building activities, the facilitator creates opportunities for team members to interact, communicate, and build relationships in a non-work setting.

This allows individuals to better understand each other’s strengths, improve communication, and develop a sense of camaraderie.

Through skillful facilitation of team building activities, the facilitator creates an environment where team members feel motivated, connected, and inspired to work together towards shared goals, ultimately enhancing the team’s overall performance and effectiveness.

Facilitators are critical thinkers

The best facilitators possess a set of following skills that contribute to their effectiveness.

They have the ability to manage time effectively, ensuring that discussions stay on track and that adequate time is allocated to each agenda item. Additionally, they recognize the importance of creating an inclusive environment where everyone’s contributions are valued and encouraged.

They ask key questions that stimulate critical thinking and help the team delve deeper into the subject matter. By creating a balanced dynamic, facilitators prevent any single person from dominating the discussion and ensure that all team members have an opportunity to participate.

team meeting in progress

Facilitation is a balancing act

An important aspect of team facilitation is striking a balance between allowing free-flowing discussions and maintaining focus and productivity.

While it is crucial to encourage open dialogue and diverse perspectives, facilitators must also guide the team toward achieving the desired outcomes.

This involves skillfully managing the discussion, redirecting conversations when necessary, and ensuring that the team stays aligned with its goals.

Effective facilitators recognize that both engagement and efficiency are equally important and employ techniques to strike this balance throughout the facilitation process.

Continuous learning and improvement of facilitation skills

Continuous learning and improvement are essential for facilitators to excel in their role. Experienced facilitators actively seek feedback and reflect on their performance to refine their facilitation skills.

They stay updated on the latest facilitation techniques and approaches, attending training sessions and seeking opportunities to facilitate different types of meetings or group activities.

By continuously honing their facilitation skills, facilitators can effectively guide groups toward successful outcomes and create a positive and productive working environment.

Agilist and facilitator in one - an Agile Coach

Agile practices and effective facilitation skills

At their core, Agile practices are about effective collaboration and communication (that is, individuals and interactions). Effective facilitation is one of the most important skills that an Agile Coach or Scrum Master can bring to the leadership of an Agile Team.

How, specifically, are you helping your team to achieve its desired goals? What’s something that you’re already doing well that you can amplify? How might you be getting in the team’s way?  

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! 

5 Great Resources to Get You Started as a Facilitator

The definition for the word facilitation comes up as “the action of facilitating something.”

To understand what it means to “facilitate” we need to go to this definition: :make (an action or process) easy or easier.”

A facilitator makes the process of team members working together, meeting together and making decisions together easier by being a communication guide and leader. 

Examples where facilitators can guide include:

  • Virtual meetings
  • In-person meeting
  • Hybrid meetings
  • In-person training
  • Virtual training
  • Project planning
  • Conflict Resolution
  • Project Management

Facilitation is a great, often first step in someone’s leadership journey. 

If you are ready to explore facilitation as a skill you want to master, or improve upon, read on as we are sharing five resources if you wish to become a skilled facilitator.

1. The Art & Science of Facilitation 

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.

Published in 2021, this book is your guide to moving your team further forward using the groundbreaking Five Guiding Principles of the Facilitation Stance. Whether you are new to the concept of facilitation or have experience leading meetings, this book is for you! 

You can learn more about this book or order a signed copy today! 

2. Facilitation Planning Toolkit

For those facilitators who want to uplevel their planning skills, TeamCatapult has put together The Facilitation Planning Toolkit, a resource to help plan out meetings. 

Included templates:

  • The Planning Canvas 
  • The Design Canvas for Meeting Agenda 
  • The Agenda Item Design Canvas
  • The Facilitator’s Guide

Having the toolkit from this free download is a great adjunct to the mindset we focus upon in all our workshops .

3. TeamCatapult Website and Blog

Another great resource we want to share with you, is our website and blog. 

You may have noticed that we recently updated our website. 

As a tool for you, as a guide for your leadership journey, we developed the Journey pages where, based on your role, and your level of competency, you’ll have quick access to the resources that will support your journey…or fuel a refresher that we often need.

Choose from Facilitator/Scrum Master, Agile Coaches, or Leaders/Executive paths and we drill down to 3 levels: 

  • Getting Started
  • Developing
  • Mastering

In addition, we have a robust collection of facilitation blogs we want to draw your attention to:

  • How to Create Purposeful, Intentional Space for Effective Team Collaboration
  • How to Reignite Your Team Meetings for Success
  • 3 Actionable Tips To Plan and Prepare For Your Next Team Meeting
  • The Five Cornerstones of the Agile Team Facilitation Stance Explained
  • 3 Great Ways to Maintain Neutrality in Meetings as the Facilitator
  • The Best Ways to Facilitate Collaborative Conversation With Your Team
  • How to Facilitate Meetings Like A Pro – and Get Results (Part 1)
  • How to Lead Engaging and Productive Meetings (Part 2)

4. Facilitator Self Assessment 

Next, we invite you to take the Facilitation Skills Self-Assessment!

Are you ready to support your team with powerful and effective facilitation skills?

Find out with the Art & Science of Facilitation Skills Self-Assessment – and start your journey to mastery today.

Start here.

5. Facilitation Workshops

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 workshop offered include:

Agile Team Facilitation

Advanced Facilitation

Virtual Facilitation Masterclass

Your Leadership Journey Starts with Facilitation!

We invite you to learn more about facilitation by checking out any of the resources mentioned above.

We wish you all the best on your journey to becoming a master facilitator, feel free to contact us with any questions you might have about any of the resources! 

How to Create Purposeful, Intentional Space for Effective Team Collaboration

In ‘3 Actionable Tips To Plan and Prepare For Your Next Team Meeting’ we touched on what it takes to plan and prepare for team meetings, whether these meetings are in-person, hybrid or virtual. 

Leading and facilitating team meetings takes planning and preparation: check out these 3 tips here.

Today’s topic touches on what it takes to create purposeful, intentional space for effective team collaboration, especially as it pertains to hybrid meetings. 

Challenges with Hybrid Meetings for Participants

For those team members who attend in-person, they:

  • Cannot see and/or hear everyone who is virtual
  • Get caught up in the conversation and forget to acknowledge those who are virtual
  • Are unaware of a separate conversation that emerges in the chat channel
  • Hold back, not wanting to have a better experience than virtual attendees

For those team members who attend virtually, they:

  • Do not feel included, seen, or heard in the conversation. This is the biggest challenge to a hybrid format because many behaviours can create the feeling of separation for those online like:
    • Multiple conversations that happen in the room
    • It being unclear who is speaking
    • The conversation in the room becomes animated but doesn’t online
    • Flip charts are being used and are difficult to see
    • Contributions have to be made through someone in the room, rather than directly from the person
    • Something funny happens in the room but online participants do not see it
  • Create a nested conversation using chat functions, and risk depriving the full group of the contributions and insights
  • Cannot see and/or hear who is speaking, what is being said, or what is written on the walls

Challenges with Hybrid Meetings for Facilitators

For facilitators there is:

  • Complexity. It’s a complex scenario to design and create space for multiple people who will have different experiences that they can see and/or hear, making collaboration difficult, if not impossible.
  • High Cognitive Load. Facilitating in-person meetings already comes with a high degree of complexity and many things to pay attention to. Fully virtual adds a layer of technology and helps people move around the virtual space. Hybrid brings the complexity of both the physical space and virtual space. 

5 Key Principles for Hybrid Planning and Meeting Design

Here are the 5 principles needed to plan and design a successful hybrid meeting.

1. Establish ground rules specifically for hybrid meetings

As the facilitator, you will have some specific requests for participants in order to make the session the most effective. Be sure to share these, along with other logistics and joining information, with participants ahead of time

  • One camera, one mic, one mouse per person
  • Be on camera
  • Be off mute
  • Be prepared to be called on

2. Level the playing field

Those in the room will have more power than those online. Your design should find ways to level the playing field so that everyone can be seen, heard and can contribute equally. 

  • Establish your ground rules
  • Assume that remote participants are not seeing and hearing what is being said and shown in the room and check in on their experience.
  • Use small groups with a trained facilitator to increase the quality of the conversations and help the group stay focused and on task.
  • An alternative to each participant being on a laptop, remote participants could join via tablet and have a buddy in the room. 

NOTE: While hybrid experiences may be necessary and it’s important to make them as great as possible for everyone, consider making everyone remote as the ultimate way to level the playing field.

3 Allow for extra planning and design time

Planning a hybrid meeting will require more time.

General planning and design time guidance are as follows:

  •   In-Person  – 2 x the length of  the meeting
  •   Virtual – 2.5 x times the length of the meeting
  •   Hybrid – 2.5 – 3 x times the length of the meeting.

Factors to include –  technology setup, designing pre-work, envisioning transitions, ensuring EVERYONE can see and hear the same thing. If you are bringing in more facilitators to lead smaller groups, you will need to do some pre-work with them as well.

4 Prioritize the collective conversation

The collective, sense-making conversation is the most important part of any collaborative meeting. Facilitation tools and methods are doorways to different kinds of conversation. They are not meant to be the activity in order to reach a decision; they are meant to give people new and different insights or ways of thinking. 

In any meeting, but especially in hybrid, prioritize the collective conversation over the gathering of data or ideas. Use pre-work or design asynchronous work for the session to gather data or do detailed work that is better suited to one or two people (i.e. wordsmithing a mission statement, estimating the workload, researching facts or data).

Do not waste people’s time. Think about the purpose and desired outcome for the meeting and the type of interaction desired. Prioritize conversations and minimize detailed work in a large group.

  • Carefully consider the conversations needed and think about ways to accomplish them asynchronously prior to the meeting rather than during the meeting.
  • One of the pros of meeting online is that you can design breaks and space for individual work and then bring the group back together at a later time.

5 Change the frame

Create your design so that you vary the frame being used (individual,  small group, large group, written, verbal, drawing, etc.). If you start in a large group then move to a small-group activity and then back to a large group. This shifts the energy in the group and will help people stay engaged. It also helps to level the playing field and give people different ways to get their voice in.

Use small groups to give people time to connect with others and deepen the conversation. Think about how you will divide people up to create varied perspectives in the breakouts. It will be technically easier to pair people in the room with others who are also in the room, and vice-versa for online. But mixing in-person and online in small groups can also be a great way to break down barriers of ‘us vs them’ between participants.

  • High-tech idea: Use a meeting platform like Zoom and have everyone join using their own device. Use the breakout room features.
  • High-tech idea: Have an iPad for each Virtual participant and assign them a ‘buddy’ in the room. The buddy will be responsible for bringing them along to small group breakouts happening in the room. (Be sure to rotate the ’buddy’ role to new people so one person does not become stuck in that role.)
  • Low-tech idea: Ask participants to exchange phone numbers and call one other having a voice-only conversation. Agree on where and how the outcomes of the conversation will be captured and shared with the group.

10 Key Principles for Hybrid Conduct

Last but not least, we want to leave you with 10 key principles for hybrid conduct. 

  1. Help participants ‘see each other
    1. High-tech idea: Send out a circle ahead of the meeting with everyone’s name and picture.
    2. Low—tech idea: At the start of the meeting ask everyone to take a sheet of paper and build their own virtual circle at the start.
  2. Connections before Content
    1. Building connection is one component of fostering trust and creating a space where people feel like they can fully bring their voice into a conversation. 
    2. Start with a check-in that allows people to share something personal about themselves.
  3. Call on People
    1. Ask a question: What ideas do you have for the future?
    2. Say someone’s name: Cindy, would you like to share?
    3. Repeat the question: Cindy, what ideas do you have for the future?
  4. “Nomination” or “Pass the Mic”
    1. In this adaptation, prompt the group to who would like to speak first. Then ask the group to pick the next speaker. 
    2. Share with the group the technique of saying someone’s name and then repeating the question.
  5. Have Two Co-Facilitators
  6. Have a Remote Liaison
    1. This person‘s role is threefold:  
      1. to make sure that  technology does not impede collaboration 
      2. support the facilitators and participants 
      3. navigate technology to ensure that everyone can see and hear the same things and contribute equally to what’s being created.
  7. Ask Participants to be Facilitators
    1. If you are using small group breakouts,  ask for one person in each group to step into the role of facilitator.  
    2. Ask them to be mindful of hearing all voices and not overly driving the conversation. This person should also take responsibility for bringing  the themes and summary of the small group conversation back into the large group.
  8. Hear and Be Heard. See and Be Seen
    1. Design a working agreement with the group and ask them if at any point they do not feel like this is happening, to say so. This includes asking questions if they are not sure what they are supposed to be doing or seeing at the moment. 
    2. As the facilitator you will need to rely on the group to speak up if something does not seem right.
  9. Be Clear and Direct with your Instruction 
    1. Chunk up your instructions, don’t tell them everything all at once
    2. Be specific with what  the task is
    3. Be clear about where and how they should be contributing
    4. Adjust  your instructions for multiple experiences (this will be the challenging  part)
    5.  It will be easy for people to become lost, or confused because they are looking at something different than you are. Always ask “Is there anyone who is not with me?”  or “Is there anyone who is seeing something different?”
  10. Use Virtual Collaboration Whiteboards
    1. Use a virtual whiteboard or collaboration tool (i.e. Lucidspark, Miro, Mural, etc) that allows everyone to see and contribute to the work being created.

What comes next?

Once you’ve planned for a team meeting and have taken all the steps necessary to create a space for effective team collaboration, you need to ‘read the room’. 

Interested in learning more about facilitation?

Read ‘The Art and Science of Facilitation’

TeamCatapult offers several workshops:

Agile Team Facilitation 

Advanced Facilitation

Virtual Facilitation Masterclass

We invite you to reach out to us via concierge@teamcatapult.com if you have any questions about our workshops!

3 Actionable Tips To Plan and Prepare For Your Next Team Meeting

As we look towards a new year coming soon (Hello, 2022!), we can’t help but look back to what 2021 brought us. 

During the early stages of the pandemic in 2020, teams were left scrambling to try working together from quickly thrown-together home offices – and adapt to this new normal of working from home while being part of a team. 

Once 2021 came around and everyone hit their stride, new meeting formats emerged, and dare we say, are here to stay! 

Post-Pandemic Meeting Formats

While these meeting formats aren’t new, they are now seen and used across the board in almost all companies we work with. 

IN-PERSON: means that everyone that is attending the meeting will be located in the same physical space.

HYBRID: means that there will be people attending In-Person and Virtually

VIRTUAL: means that everyone attending the meeting will be connecting online.

The facilitation process for each of these types of meetings starts with planning and designing! One of the most important questions to get an answer to is “Why are we meeting?”

Why Are We Meeting?

The facilitator designs the meeting. A great place to start is by drafting an agenda.

Here are the questions that need answers!

  • What’s the purpose?
  • What are the desired outcomes
  • Who needs to be there?
  • How long?
  • What are the decisions? Who will make them and how will they make them?
  • What degree of facilitation is needed?
  • Could it be an email instead?

3 Actionable Tips to Plan and Prepare for Your Next Team Meeting

Here are three actionable tips to reignite your meetings!

1 Conduct a sponsor interview

Planning a meeting begins by envisioning what will have happened by the end of the meeting that will have made it successful “Start with the end in mind.”

An interview with the meeting sponsor, the person who will benefit from the outcome of the meeting, will help you identify the purpose and style of the meeting you are planning. If it’s more of a ‘tell’ vs ‘ask’ kind of meeting, you might need less design. 

The more interaction, participation and input you are seeking from the group, the more planning and design time will be required. 

2 Determine the type of meeting and degree of facilitation needed

Not every meeting needs a high degree of facilitation planning and design, but every meeting could benefit from someone who is able to step into the role of a facilitator, maintain neutrality and keep the conversation moving. Meetings that benefit greatly from intentional planning and design are meetings where new ideas and decision making are needed.

3 Create an agenda in question format

Most meeting agendas are written in phrases that refer to the topics as a noun like “release plan” or “team picnic” and include a verb in front like “discuss” or “decide”. 

So the agenda might look like this:

  1. Discuss risks
  2. Decide on next release features

Here’s the challenge, how do we know when we’re done ‘discussing’ or when we’re ready to ‘decide’. It’s ambiguous and can be uninviting or confusing to participants.

Instead, view the meeting agenda as an opportunity to invite participants into a space to think together. Help them get warmed up by giving them an agenda in the format of questions to be answered. 

5 Steps to Plan Your Next Team Meeting

Here are 5 steps the facilitator should take to ensure a successful team meeting.

  1. Capture the meeting purpose.
  2. Capture the outcomes.
  3. Identify all the questions the team must answer that will lead to the answer of the meeting purpose and outcomes.
  4. Identify the logical order for the team to answer the questions.
  5. Send the agenda to participants ahead of time. 

It’s imperative the facilitator carries this plan through during the meetings. That means the following:

  1. Display the purpose, outcomes and agenda at the start so everyone can see them. 
  2. Review the meeting’s purpose, outcomes and agenda and answer any questions, if appropriate. Check for alignment from the group and address any issues, like not having the right people in the meeting or people thinking they were coming for a different purpose.

Next, read ‘How to Create Purposeful, Intentional Space for Effective Team Collaboration’ to learn more about facilitating hybrid meetings and download our FREE Facilitation Planning Toolkit! 

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