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The Art & Science of Facilitation

3 Great Ways to Maintain Neutrality in Meetings as the Facilitator

3 Great Ways to Maintain Neutrality in Meetings as the Facilitator

Whether your meeting takes place in person or virtually, someone has to be in charge of the meeting. Someone has to lead and guide and be in charge of the agenda time keeping and more. That someone is the facilitator. But how does a facilitator go about maintaining neutrality especially when the stakes are high?

Facilitation is a skill that when put into practice, can continue to grow, expand and be refined. TeamCatapult has been teaching a variety of Facilitation workshops for years. To check out a sampling of our upcoming facilitation offerings, start here.

What is maintaining neutrality?

Maintaining neutrality refers to remaining impartial and unbiased in any given situation. It involves setting aside:

  • personal opinions
  • emotions
  • preconceived notions

in order to approach a matter objectively.

When someone maintains neutrality, they strive to gather diverse perspectives, evaluate information critically, and make decisions based on facts rather than personal biases. Neutrality requires self-awareness, open-mindedness, and a willingness to consider different viewpoints without favoring one side over another.

Maintaining neutrality does not mean being indifferent or passive, but rather actively engaging in thoughtful analysis while refraining from taking sides.

By maintaining neutrality, individuals can promote fairness, respect different opinions, and contribute to constructive dialogues and peace or conflict resolution processes.

Let’s learn more about how to remain neutral in different situations, including how to stay neutral at work!

What is the concept of neutrality?

The concept of neutrality revolves around the idea of remaining impartial and unbiased in various contexts. Neutrality implies not taking sides or favoring one position over another. It involves a state of objectivity where personal opinions, emotions, and prejudices are set aside to approach a situation or issue from a neutral standpoint.

Neutrality is often sought in areas such as mediation, journalism, diplomacy, and conflict resolution, where it is important to maintain fairness and promote open dialogue. It requires individuals to be aware of their own biases, actively seek diverse perspectives, and make decisions based on reliable information and evidence.

While achieving complete neutrality may be challenging, the concept serves as a guiding principle to encourage the principles of impartiality, respect for differing views, and the pursuit of balanced and unbiased judgments.

Switzerland is an example of a country maintaining neutrality in the face of adversity.

How do you develop neutrality?

Developing neutrality requires a conscious effort and ongoing practice. Here are some steps you can take to develop neutrality:

  1. Self-reflection: Take the time to reflect on your own beliefs, biases, and emotions.
  2. Seek diverse perspectives: Actively expose yourself to a range of viewpoints and opinions, especially those that differ from your own.
  3. Question assumptions: Challenge your own assumptions and preconceived notions.
  4. Practice empathy: Try to understand and empathize with the experiences, emotions, and motivations of others, even if you disagree with them.
  5. Verify information: Ensure that the information you rely on is accurate and reliable. Fact-check claims and seek out reputable sources of information. .
  6. Engage in critical thinking: Develop your critical thinking skills to evaluate information and arguments objectively.
  7. Practice emotional detachment: While acknowledging emotions is important, strive to separate your emotions from your analysis of a situation.
  8. Consider long-term consequences: Look beyond immediate outcomes and consider the potential long-term effects of different positions or decisions.
  9. Stay informed: Continuously educate yourself on various topics and stay informed about current events.
  10. Practice patience and humility: Developing neutrality is an ongoing process, and it’s important to be patient with yourself.

Why is it important to maintain neutrality when facilitating?

Maintaining neutrality when facilitating is important because it creates an environment of fairness and inclusivity. Neutrality allows facilitators to be impartial, ensuring that all participants feel respected and have an equal opportunity to contribute. It fosters open dialogue by creating a safe space where individuals can freely express their thoughts and opinions.

Neutrality is particularly vital in conflict resolution, as it helps facilitators navigate disputes without bias, guiding participants toward mutual understanding.

By remaining neutral, facilitators build trust among participants, promote fairness in decision-making, and minimize power dynamics in conflicts. Ultimately, neutrality is essential for effective facilitation, enabling a collaborative and productive process.

What does maintaining neutrality mean to a facilitator?

The facilitator of a collaborative meeting brings the objective and unbiased view to a group process, so that all voices can be heard and the team can access its collective intelligence.

How can this be achieved? It is done by maintaining neutrality on the facilitator’s part.

How can someone remain neutral?

Remaining neutral can be challenging, especially in situations where emotions or personal biases are involved. However, here are some strategies that can help someone strive for neutrality:

  1. Awareness of personal biases: Recognize your own biases and understand how they might influence your perception and judgment. Be aware of any preconceived notions or prejudices you may have and make a conscious effort to set them aside.
  2. Gather diverse perspectives: Seek out different viewpoints and opinions on the matter at hand. Engage in open-minded discussions with people who hold different beliefs or perspectives. This will help you broaden your understanding and challenge any inherent biases.
  3. Critical thinking: Develop strong critical thinking skills to analyze information objectively. Evaluate evidence, assess logical arguments, and question assumptions. Rely on facts and data rather than emotions or personal anecdotes.
  4. Practice empathy: Try to understand and empathize with all parties involved in a conflict or debate. Put yourself in their shoes and consider their motivations, experiences, and emotions. This can help you develop a more balanced and compassionate perspective.
  5. Maintain emotional detachment: While it’s important to acknowledge and understand emotions, try to separate your own emotions from the situation. Emotional attachment can cloud judgment and lead to bias. Take a step back and approach the issue with a rational and calm mindset.
  6. Consider the long-term consequences: Look beyond immediate outcomes and consider the potential long-term effects of different positions or decisions. Take into account the broader impact on individuals, groups, or society as a whole.
  7. Seek reliable information: Ensure that you have access to accurate and trustworthy information. Rely on reputable sources and verify facts before forming an opinion. Avoid relying solely on biased or sensationalized media.
  8. Take time for reflection: Before forming a conclusion or taking a position, take the time to reflect on the information you have gathered. Give yourself space to think critically and weigh different perspectives.
  9. Accept uncertainty: Recognize that some issues may not have clear-cut solutions or that there may be unknown factors at play. Embrace the idea that it’s okay to have doubts or be uncertain about certain matters.
  10. Be open to changing opinions: As new information emerges or as you gain more insights, be willing to reevaluate your stance. Being neutral means being open to reconsidering your position based on the available evidence.

Remember, achieving complete neutrality may not always be possible or necessary, as certain situations may call for taking a stance. However, by consciously striving for neutrality, you can become more objective and open-minded in your approach to various issues.

How can someone maintain neutrality in a meeting?

Maintaining neutrality in a meeting requires setting clear expectations for respectful dialogue, actively listening to participants without judgment, and suspending immediate conclusions.

As a facilitator, it is important to remain impartial, create a safe space for open discussion, and ensure equal participation. Focus on understanding each participant’s perspective, seeking clarification when needed, and basing discussions on facts and evidence.

Manage conflicts constructively, mediating discussions towards mutually acceptable solutions. Reflect on personal biases and triggers that may influence neutrality. Take notes to accurately capture contributions and summarize key points.

Follow up with fairness by implementing decisions transparently and treating all participants equitably. Maintaining neutrality in meetings requires ongoing commitment, self-awareness, and a dedication to fostering an inclusive and impartial environment.

leave bias at the door if you want to maintain neutrality in a meeting.

What not to do when trying to remain neutral?

When trying to remain neutral, there are certain behaviors and actions that should be avoided.

First, it is important not to express personal biases or opinions that may sway the discussion in a particular direction. Avoid favoring one side or individual over another, as this undermines the goal of impartiality.

Next, do not dismiss or ignore perspectives that differ from your own. All viewpoints should be given a fair consideration and respect, even if they challenge your own beliefs. It is crucial not to let emotions overpower rational thinking or engage in personal attacks during discussions. Such behaviors hinder the maintenance of a neutral and respectful environment.

Lastly, do not make hasty judgments or decisions without thoroughly examining all available information. Neutrality requires a thoughtful and objective evaluation of facts and evidence. By avoiding these pitfalls, one can better defend and uphold neutrality and contribute to a fair and balanced discourse.

How is maintaining neutrality achieved?

The facilitator needs to own the process of the meeting while letting the participants own the content or topic.

Sounds easy?

Here is what it will look like.

As facilitator, you will need to engage in the following actions:

  • Setting the group’s direction to an agreed-upon outcome
  • Making process moves about how the group will work
  • Asking questions of the group
  • Building bridges between competing ideas
  • Sharing what you see happening in the group’s process without judgement.

While this might sound easy, it is not. In fact, some would argue that being completely neutral is not possible, that everything we say and do will be informed by our bias.

I do think it’s possible to maintain neutrality – especially if your focus is on the process not the content.

In this article, we will look at three ways to maintain neutrality.

1 Plan ahead: know before you go!

Before facilitating a meeting, it is important to know why the team is meeting and what they hope to accomplish. In addition, it’s important to know who is attending the meeting and who else needs to be in the room with this group.

This ‘Planning and Design for Facilitation’ needs to happen before the facilitator steps foot in the room.

Are you a facilitator? Plan to spend 2.5 times the length of the upcoming meeting on planning  and design. Meaning that if the meeting is a 2-hour meeting, planning and design will take about 5 hours.

2 Grab a partner: share neutral leadership

Being the sole facilitator can be hard. Sharing neutral leadership means sharing the work of facilitation by rotating this role among the team members. It means having everyone take a turn owning the process and stepping out of the content.

This powerful practice of sharing neutral leadership serves two purposes. It helps you the facilitator develop your own skill set around maintaining neutrality and it develops the group’s ability to dig for their solutions with more trust.

3 Ask for feedback and support

Have I shared yet how ‘tricky’ maintaining neutrality is? Setting up a feedback process is essential for learning what is and what isn’t working.

This part is not about asking participants whether they liked the facilitation, it’s about determining if the group reached their desired outcomes through the facilitation process and if they held conversations that needed to be had.

Co-facilitation means having someone else in the room who can see the examples of where you might have slipped out of neutrality and can help you reflect on why it happened.

Co-facilitation is a great way to receive feedback, as long as you partner with someone more experienced.

How hard is it to Maintain neutrality? Image of three expressions. Happy, sad and neutral

More on co-facilitation

Co-facilitation refers to a collaborative approach in which two or more facilitators work together to lead a group or guide a process. It involves sharing the responsibilities and tasks associated with facilitation, such as planning, designing activities, managing discussions, and ensuring the overall success of the facilitated session or event.

Co-facilitation offers several advantages.

First, it brings a diversity of skills, expertise, and perspectives to the facilitation process, enriching the experience for participants. Each co-facilitator can contribute their unique strengths and knowledge, leading to a more comprehensive and well-rounded facilitation.

Second, it provides support and backup for each facilitator. If one facilitator encounters challenges or needs assistance, the other facilitators can step in to maintain the flow of the session and provide assistance as needed. This helps ensure a smooth facilitation process, especially in situations where unexpected issues arise or when dealing with larger groups.

Co-facilitation can enhance participant engagement and involvement. With multiple facilitators, there are more opportunities to interact with participants, address individual needs, and create a dynamic and interactive environment. Co-facilitators can take turns leading discussions, moderating activities, and providing individual support, resulting in a more inclusive and participatory experience for participants.

It promotes reflection and learning among facilitators. By working together, facilitators can observe and learn from each other’s styles, techniques, and approaches. They can provide feedback, share insights, and continuously improve their facilitation skills through collaboration and mutual support.

Learning more about maintaining neutrality

If you’re interested in learning more about maintaining neutrality in business, here are a few books that can provide valuable insights:

  1. “Crucial Conversations: Tools for Talking When Stakes Are High” by Kerry Patterson, Joseph Grenny, Ron McMillan, and Al Switzler: While not solely focused on neutrality, this book offers practical strategies for engaging in difficult conversations and handling high-stakes situations with fairness and respect.
  2. “Facilitator’s Guide to Participatory Decision-Making” by Sam Kaner, Lenny Lind, Catherine Toldi, Sarah Fisk, and Duane Berger: This guidebook provides facilitators with tools and techniques to navigate group decision-making processes while maintaining neutrality and promoting inclusivity.
  3. “Difficult Conversations: How to Discuss What Matters Most” by Douglas Stone, Bruce Patton, and Sheila Heen: This book explores effective communication techniques for handling challenging conversations in a variety of settings, including the business world. It offers insights on maintaining objectivity, managing emotions, and finding common ground.
  4. “The Skilled Facilitator: A Comprehensive Resource for Consultants, Facilitators, Managers, Trainers, and Coaches” by Roger Schwarz: This resource focuses on facilitation skills and techniques for creating collaborative and neutral environments. It covers topics such as managing group dynamics, promoting open dialogue, and facilitating effective decision-making.
  5. “Getting to Yes: Negotiating Agreement Without Giving In” by Roger Fisher and William Ury: While primarily focused on negotiation, this classic book offers valuable guidance on maintaining neutrality, separating people from the problem, and finding win-win solutions in business interactions.
  6. “The Fifth Discipline: The Art and Practice of the Learning Organization” by Peter Senge: This influential book emphasizes the importance of systems thinking and creating a learning culture within organizations. It explores concepts such as personal mastery, mental models, and dialogue, which can contribute to maintaining neutrality and fostering effective communication.

Last but not least, read “The Art & Science of Facilitation”

Art & Science of Facilitation Book Club Guide

The Art & Science of Facilitation Book

You are invited to learn more about facilitation, our workshops and ‘The Art & Science of Facilitation‘ book and Virtual Book Tour, and download this FREE resource, The Facilitation Planning Toolkit!

Lastly, we extend an invitation to those who are ready to gain team coaching competency and confidence, including facilitation and agile team coaching by learning about our Coaching Agility From Within Cohort.

Ready to learn about the Five Guiding Principles of an Agile Team Facilitation Stance, start now.

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!

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! 

The Best of 2021 from the TeamCatapult Blog

Happy New Year!

What a fantastic year 2021 has been for TeamCatapult. The world as we knew it changed in 2020, and changes continued into 2021. We kicked off  the year with a successful Virtual Book Tour for The Art & Science of Facilitation. The incredible guests and fun format for this book tour made the first few months of 2021 fly by!

Our TeamCatapult workshops continued to be virtual as well. Then, as many employees were ordered to come back to their workplace, and others were offered to continue working from home, a permanent change in how we work and how we meet came to be. 

We are seeing the rise of hybrid meetings and permanent work-from-home jobs!

Before we move into 2022, we invite you to take a look back at the most impactful articles of 2021 from the Team Catapult blog.

The Virtual Book Tour: the Art & Science of Facilitation

We started here. After the book tour was completed in February, we were able to share these amazing conversations with our community. 

Book Tour Stop 1
Book Tour Stop 2
Book tour Stop 3
Book tour Stop 4
Book tour Stop 5

The Journey to Masterful Agile Team Coaching: Cohort!

In March we celebrated the completion of the 2020 cohort and looked ahead to the start of a new cohort in May! 

You can read more about what our cohort entails, who it is for, and how we celebrated with this amazing group of leaders here.

Virtual Presentations! 

2021 was a year full of virtual presentations. Several of Marsha’s online conversations and presentations made it right here to the blog. 

An Agile Conversation: The Game of Teams Podcast

Leadership is a Conversation: The Importance of Creating Space for Dialogue

How Collective Intelligence Can Change Culture

How Daring to Dialogue Improves Performance and Create a Culture of Agility

Dialogue… about Daring to Dialogue

We at TeamCatapult are passionate about dialogue. We want you to have real conversations, real dialogue to become better leaders. 

We published a three-part series on our blog this fall on this topic and it’s worth a read if you missed it!

  • How Daring to Dialogue Creates a Culture of Agility in Leadership (Part 1)
  • The Most Effective Approach of Continued Dialogue: It’s Where Change Happens! (Part 2)
  • How Do Conversations Work? The First Steps to Effective Dialogue (Part 3)

How are we putting this into practice in 2022? Keep reading to the last paragraph!

2021 Also Brought Us an Updated TeamCatapult Website!

In case you missed the announcement earlier this month, our TeamCatapult website received a major makeover. You can read all about it here. 

We are thrilled with everything new on the website, but for you, our readers and leaders, we are excited for the new Leadership Journey Resource page! 

What’s Next for TeamCatapult in 2022?

We are excited to announce that we are launching a Podcast in January 2022 as well as a brand new facebook Community! 

Defining Moments of Leaders will be a place for leaders, executives and agile coaches to have dialogue about their own defining moments of leadership. 

The Podcast and Facebook Group are both set to launch in early January – request to join our community today! 

How to Facilitate Meetings Like A Pro – and Get Results (Part 1)

Are you ready to lay the foundation for leading engaging and productive meetings with purpose, clarity and confidence so that you can support agility within your teams?

The skills of facilitation and coaching are needed in our world. Over the past year and a half, we have adapted and found ways to be separate but connected.

In this two-part series, I want to share some strategies for facilitation that 100% still apply even if you are leading virtually. 

As facilitators, we convene and host. Our primary focus is to identify the desired outcomes and then create a space that fosters connection, authenticity, trust, and sharing. We can do this remotely, just like we do in the room. I’ll be sharing principles for how to do just that!

Improving How You Facilitate: What That Looks Like

Whether you are a scrum master, agile coach, project manager or team lead, if you are charged with launching a new agile team or helping an existing team move toward higher performance, chances are you would like to improve the way you meet in some way.  

Maybe…

  • You’re wanting to lead meetings that are valuable, that get people engaged, are productive, outcome oriented and are seen as a good use of people’s time
  • You know the agile practices really well but you are struggling with the effectiveness of your meetings 
  • You want your meetings to be engaging and productive, and not a waste of time where people don’t want to participate
  • You are looking for a structured process for planning and designing your facilitated meetings, something that helps you add order to your planning rather than just ‘flying by the seat of your pants’ when you’re leading a meeting.
  • You want to lead highly effective, collaborative meetings with ease and confidence, which is something we teach in all of our programs at TeamCatapult  

Mistakes You Might Be Making as You Facilitate

One of the challenges to facilitation is that when it’s done well you hardly know it’s happening and if the facilitator is really good you might not even notice them much at all. As a participant, you will likely be caught in the topic of conversation with the other participants. 

This type of scenario can create one of the greatest mistakes in facilitation…

1 Believing that you can just do facilitation after having seen others make it look so easy. 

Facilitation is a professional discipline and it’s both art and science. Good facilitators make it look easy, like all you need to do is grab a marker and head to a flip chart. Or open up a Zoom line and invite people to start collaborating.  In reality there is ALOT going on for a facilitator. It takes formal training and practice! Just like playing the piano or flying a plane.

2 Are you participating rather than facilitating?

These are two different roles and depending on what’s at stake for you or your team, it’s SUPER easy to blur these lines. We’re going to talk today about ways to become more aware of this. 

3 Not having a clearly designed purpose and agenda before the meeting starts. 

You need to define these before you get to the meeting. Cutting short the planning and design phase or not doing any planning at all. Typically, a skilled facilitator will spend 2.5 times the meeting time just planning and designing a session. (And if you’re facilitating virtually or hybrid it’s more!) 

Do you treat every decision in a collaborative meeting the same way? Or seek ‘agreement’ from the group on the decision? This is another common mistake!

4 Lack of clarity, for yourself and your team, about the role of a facilitator. 

Believing that your role in the meeting is helping the group reach a decision that has already been made. 

You’ve learned the agile practices, but a few months into implementation the excitement is wearing off and you are not seeing the results you had hoped for. Understanding the agile practices is not enough, agile is first and foremost about communication, collaboration, trust, and learning to see and navigate the human systems. 

Mistakes I Made When I First Started Facilitating

Can I be frank? I made mistakes when I first started facilitating. Here are a few of my mistakes.

I overly controlled the meetings. I would ask a  question of the group and then ask them to write their answers on a sticky note. I was very careful to let people speak, but only when I called on them. I never would ask an open ended question to the group. I was AFRAID that I would either get crickets or that the group would go completely off topic and I would look like I could not control the meeting. I’m sure some of those participants in my early meetings might tell you that they felt ‘overly managed’ during the meetings. 

I drove my own agenda. I was ensuring that people just went through the motions of what they were asked to do. But we left all sorts of other topics on the table that were never really addressed.  

I only got input from the leader or meeting sponsor – not the team on what the meeting should be about. That led to multiple sessions where I got blindsided by issues that were surfaced during a meeting and I really had no idea how to handle them or what to do when they were surfaced. I was a consultant and feared looking stupid or not being seen as valuable if I had to get a group to come up with a solution. I needed to prove my value in some way.  

Facilitation Done Right!

It wasn’t until many years later that I learned how to 

  • really connect a group
  • have greater awareness of my own beliefs about the group and understand what a profound impact my beliefs had on my ability to work with a group
  • to let go of control, to turn it over to the group, 
  • to really listen to what people needed or were trying to say. 

These were profound shifts in my mindset which allowed me to move from just instructing people to write on sticky notes but never really get at the heart of the real issue, to leading meetings that really got at the heart of what was blocking the team, not just to support the team in continuing their same patterns. 

You can learn this advanced facilitation process as well. 

In the meantime, read Part 2 of this series: 

‘How to Lead Engaging and Productive Meetings’ and download this free Facilitation Planning Toolkit! 

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