1. Introduction toFacilitating GroupsAdapted from The Effective Facilitator 4-day course Remember to complete the brief survey at the end of the session and youll receive: A free copy of the Seven Separators article written by Michael Wilkinson, Certified Master Facilitator. To Access Audio: Listen via VoIP or Phone Dial in Number: 773-945-1010 Access Code: 541-181-101 then press # www.leadstrat.com 800.824.2850

2. 2Webinar:Introduction to F acilitatingG roups Copyright Leadership Strategies, Inc. 2010All rights reserved.This document is adapted from The Effective Facilitator training manual andother proprietary materials of Leadership Strategies, Inc. a Georgia Corporation.LeadershipStrategies grants recipient right to copy materials for personal use and enjoyment.Copies ofThe Effective Facilitator manual and other products may be purchased directly from Leadership Strategies, Inc. or from our website, www.leadstrat.com. 56 Perimeter Center East, #103Atlanta, Georgia30346800.824.2850www.leadstrat.com 3. 3I. GETTING STARTEDWebinar:Introduction to F acilitatingG roupsA. Who is Leadership StrategiesB. Session ObjectivesC. SurveyD. Session AgendaE. Handling QuestionsF. Our Session FacilitatorDuplication prohibited without prior written consent of Leadership Strategies, Inc.Copyright 2010 Leadership Strategies, Inc. | 800.824.2850 | www.leadstrat.com 4. 4A. Who is Leadership Strategies Webinar:Introduction to F acilitatingG roups The leading provider of professional meeting facilitators and facilitation training in the U.S. Over 400 facilitators under contract through the National Facilitator Database Over 12,000 trained in facilitation skills and through The Effective Facilitator Headquartered in Atlanta, GA Public classes in Atlanta, Boston, Chicago, Dallas, DC, Denver, LA, New York, San Francisco, Sydney, Toronto.B. Webinar Objectives Outline a comprehensive methodology for facilitating groups Provide over a dozen techniques you can begin using immediately Provide next steps for those who would like to learn more Duplication prohibited without prior written consent of Leadership Strategies, Inc. Copyright 2010 Leadership Strategies, Inc. | 800.824.2850 | www.leadstrat.com 5. 5D. Webinar AgendaWebinar:Introduction to F acilitatingG roups I. Getting StartedII. Overview of the Principles of FacilitationIII. Tools and TechniquesIV. Next StepsE. Handling Questions If you have a question, type it into the Question Panel. Because of our limited time, we wont be able to answer all questions, but we will try to get to as many as we can. From time to time, we will ask you a question.You will have about a minute to respond and we will show you the results.Duplication prohibited without prior written consent of Leadership Strategies, Inc.Copyright 2010 Leadership Strategies, Inc. | 800.824.2850 | www.leadstrat.com 6. 6f. Our SESSION FacilitatorWebinar:Introduction to F acilitatingG roups Wayne Pendle Leadership StrategiesDuplication prohibited without prior written consent of Leadership Strategies, Inc.Copyright 2010 Leadership Strategies, Inc. | 800.824.2850 | www.leadstrat.com 7. 7THE PRINCIPLES SUMMARIZED Webinar:Introduction to F acilitatingG roupsPrinciple 1. PREPARING FOR SUCCESS Cover all the basesPrinciple 2. GETTING THE SESSION STARTED Inform, excite, involve, empowerPrinciple 3. FOCUSING THE GROUP Establish the course; avoid detoursPrinciple 4. THE POWER OF THE PEN Use it, dont abuse it, make it theirsPrinciple 5. INFORMATION GATHERING TECHNIQUES Know your tools and how to use themPrinciple 6. DYSFUNCTIONAL BEHAVIOR Conscious prevention, early detection, cleanresolutionPrinciple 7. CONSENSUS BUILDING Create and maintain a consensus-focusedprocess Duplication prohibited without prior written consent of Leadership Strategies, Inc. Copyright 2010 Leadership Strategies, Inc. | 800.824.2850 | www.leadstrat.com 8. 8THE PRINCIPLES SUMMARIZED Webinar:Introduction to F acilitatingG roupsPrinciple 8. KEEPING THE ENERGY HIGH Set the pace, anticipate the lulls, reactaccordinglyPrinciple 9. CLOSING THE SESSION Review, evaluate, close, debriefPrinciple 10. AGENDA SETTING Adapt your agenda to address the need Duplication prohibited without prior written consent of Leadership Strategies, Inc. Copyright 2010 Leadership Strategies, Inc. | 800.824.2850 | www.leadstrat.com 9. 9The Facilitators Methodology Webinar:Introduction to F acilitatingG roupsThe Leadership Strategies Approach ForStructuring Successful Group Sessions Duplication prohibited without prior written consent of Leadership Strategies, Inc. Copyright 2010 Leadership Strategies, Inc. | 800.824.2850 | www.leadstrat.com 10. 10PRINCIPLE 1 - PREPARING FOR SUCCESSWebinar:Introduction to F acilitatingG roupsCover All the BasesA. Interview the SponsorB. Identify Key Roles in the SessionC. Define the Purpose and AgendaD. Prepare Sample DeliverablesE. Know the Process ColdF. Educate the Planning TeamG. Prepare for the Hat TechniqueH. Interview the ParticipantsI. Get Oriented on the Business AreaJ. Prepare the RoomK. Prepare Your Opening***The bolded sections above are covered in this free webinar. All other listed sections are coveredin our full, 3 or 4-day Effective Facilitator workshop. For information about attending a public orscheduling a customizable, private Effective Facilitator class, email us at etraining@leadstrat.comor call 1.800.824.2850.Duplication prohibited without prior written consent of Leadership Strategies, Inc.Copyright 2010 Leadership Strategies, Inc. | 800.824.2850 | www.leadstrat.com 11. The 5 Ps of Preparation 11Webinar:Introduction to F acilitatingG roupsWhy are we having the meeting?What should be produced as a result of themeeting? The Three Hs:______________________________________________________________________________________________________Who should attend the meeting?What are the topics that will need to be dis-cussed?What steps should be taken in the meetingto achieve the purpose?Duplication prohibited without prior written consent of Leadership Strategies, Inc.Copyright 2010 Leadership Strategies, Inc. | 800.824.2850 | www.leadstrat.com 12. PRINCIPLE 2. GETTING 12THE SESSION STARTEDWebinar:Introduction to F acilitatingG roupsInform, Excite, Empower, InvolveA. Set-up with 30 Minutes to SpareB. Optimize Your Set-upC. Utilize the Gathering PeriodD. Kick-off PromptlyE. Set the Stage with Your Opening: I-E-E-IF. Memorize Your OpeningG. Effectively Deliver Your OpeningH. Request Participants ObjectivesI. Review the AgendaJ. Establish Ground RulesK. Define the Parking BoardsL. Define Consensus M. Open On the Fly***The bolded sections above are covered in this free webinar. All other listed sections are coveredin our full, 3 or 4-day Effective Facilitator workshop. For information about attending a public orscheduling a customizable, private Effective Facilitator class, email us at etraining@leadstrat.comor call 1.800.824.2850.Duplication prohibited without prior written consent of Leadership Strategies, Inc.Copyright 2010 Leadership Strategies, Inc. | 800.824.2850 | www.leadstrat.com 13. Set the Stage with Your Opening: I-E-E-I 13 Webinar:Introduction to F acilitatingG roups aboutthe purpose and product about the benefits to them by discussing the important role they play in the process through personal objectives and participation Duplication prohibited without prior written consent of Leadership Strategies, Inc. Copyright 2010 Leadership Strategies, Inc. | 800.824.2850 | www.leadstrat.com 14. 14PRINCIPLE 3.FOCUSING THE GROUPWebinar:Introduction to F acilitatingG roupsEstablish the Course, Avoid detoursA. Set the Course with CheckpointsB. Restart with Extended CheckpointsC. Warm-up the GroupD. Use Your PEDEQSE. Label Charts to Improve FocusF. Redirect Side IssuesG. Use Extended Prompt QuestionsH. Summarize ResultsI. Be Conscious of TimeJ. Use Breakout SessionsK. Know When to Regroup***The bolded sections above are covered in this free webinar. All other listed sections are coveredin our full, 3 or 4-day Effective Facilitator workshop. For information about attending a public orscheduling a customizable, private Effective Facilitator class, email us at etraining@leadstrat.comor call 1.800.824.2850.Duplication prohibited without prior written consent of Leadership Strategies, Inc.Copyright 2010 Leadership Strategies, Inc. | 800.824.2850 | www.leadstrat.com 15. Set the Course with Checkpoints15 Webinar:Introduction to F acilitatingG roups quickly what has been done to date briefly what the group is about to do Explain how the previewed agenda item fits into the overall objectiveRedirect Side IssuesIf the group begins to detour off on an unrelated discussion,bring them back on course by using a redirection question. Thats a ____________________ _________________.Can we put it on the ______________ _____________so we dont forget it? Duplication prohibited without prior written consent of Leadership Strategies, Inc. Copyright 2010 Leadership Strategies, Inc. | 800.824.2850 | www.leadstrat.com 16. PRINCIPLE 4. RESPECTING16THE POWER OF THE PENWebinar:Introduction to F acilitatingG roupsUse It, Dont Abuse It, Make It TheirsA. Write First; Discuss SecondB. Write What Is SaidC. Add Your Own Words DiscriminatelyD. Ask; Dont TellE. Write So the Group Can Read ItF. Use Additive EditingG. Avoid Lulls While WritingH. Assign an Order to Your SpeakersI. Use Multiple Flip ChartsJ. Employ the Right Recording ToolK. Post According to Your Wall Plan***The bolded sections above are covered in this free webinar. All other listed sections are coveredin our full, 3 or 4-day Effective Facilitator workshop. For information about attending a public orscheduling a customizable, private Effective Facilitator class, email us at etraining@leadstrat.comor call 1.800.824.2850.Duplication prohibited without prior written consent of Leadership Strategies, Inc.Copyright 2010 Leadership Strategies, Inc. | 800.824.2850 | www.leadstrat.com 17. Write First; Discuss Second17 Once you have asked a question, it is your job as the Webinar:Introduction to F acilitatingG roups facilitator to record the answers, without regard to the value or completeness. If what is said is incomplete, _________________it. If what is said can be improved upon, _______________it. If what is said is not the answer you were looking for,_________________it. If what is said is obviously wrong, _________________it.Write What Is Said; Not What You Heard Record as many of the speakers words as is necessary to ensure that what you write is clear, complete and can stand alone. Duplication prohibited without prior written consent of Leadership Strategies, Inc.Copyright 2010 Leadership Strategies, Inc. | 800.824.2850 | www.leadstrat.com 18. It is not necessary that you record all of the speakers words;18 in fact, given the way most of us speak, recording all the words may reduce clarity.Webinar:Introduction to F acilitatingG roups If you are not sure what was said, playback what you think you heard and check for confirmation. Or, ask for the _________________________________.PRINCIPLE 5. INFORMATIONGATHERINGKnow Your Tools and How to Use ThemA. Ask Great Starting QuestionsB. Guide with Reacting QuestionsC. Floats Ideas If NecessaryD. List to Gather DetailsE. Brainstorm to Generate IdeasF. Group to CategorizeG. Prioritize to Identify Key ItemsH. Lobby to Gain Buy-InDuplication prohibited without prior written consent of Leadership Strategies, Inc.Copyright 2010 Leadership Strategies, Inc. | 800.824.2850 | www.leadstrat.com 19. Ask Great Starting Questions 19 You are interviewing a group of school registrars to talk withWebinar:Introduction to F acilitatingG roups them about the scheduling process.Which is the better question?Question Type AQuestion Type BThe first thing we want to talkIf you were about to developabout are inputs.What arethe school schedule, what isthe inputs to the scheduling the information you wouldprocess? need to have close by? Creating Starting Questions Begin with an ______________________________ phrase(think about, imagine, consider, if) Extend the image to the_____________________________(at least two phrases) Ask the __________________________________________(Type A)Duplication prohibited without prior written consent of Leadership Strategies, Inc.Copyright 2010 Leadership Strategies, Inc. | 800.824.2850 | www.leadstrat.com 20. PRINCIPLE 6. MANAGING20DYSFUNCTIONWebinar:Introduction to F acilitatingG roupsKnow Your Tools and How to Use ThemA. Understand Dysfunctional BehaviorB. Separate Symptom from Root CauseC. Focus on PreventionD. Detect Non-Verbal CuesE. Address Dysfunction EffectivelyF. Inform the Group When AppropriateG. Reward Functional BehaviorH. Respond Appropriately When ChallengedDysfunctionDysfunctional behavior is any activity by a participant which isconsciously or unconsciously a ________________________ forexpressing displeasure with the session ___________________,the facilitation ______________, or an outside _____________.Duplication prohibited without prior written consent of Leadership Strategies, Inc.Copyright 2010 Leadership Strategies, Inc. | 800.824.2850 | www.leadstrat.com 21. Address Dysfunction Effectively 21 Approach privately or __________________________. Webinar:Introduction to F acilitatingG roups Empathize with the __________________________. Address the _________________ _________________. Get agreement on the __________________________.Drop-out Employ a __________ - ____________Nay-sayerHow can you make it _______________?WhispererRemind of the ____________ _______. Duplication prohibited without prior written consent of Leadership Strategies, Inc. Copyright 2010 Leadership Strategies, Inc. | 800.824.2850 | www.leadstrat.com 22. 22PRINCIPLE 7. CONSENSUS BUILDINGWebinar:Introduction to F acilitatingG roupsGenerate A Consensus-Focused ProcessA. Understand DisagreementB. Start with ConsensusC. Decide If Agreement Is NecessaryD. Let Participants Seek AgreementE. Take Control As NecessaryF. Delineate AlternativesG. Identify Strengths and WeaknessesH. Merge AlternativesI. Use Ranking TechniquesJ. Converge on a SolutionK. If All Else Fails, Move On***The bolded sections above are covered in this free webinar. All other listed sections are coveredin our full, 3 or 4-day Effective Facilitator workshop. For information about attending a public orscheduling a customizable, private Effective Facilitator class, email us at etraining@leadstrat.comor call 1.800.824.2850.Duplication prohibited without prior written consent of Leadership Strategies, Inc.Copyright 2010 Leadership Strategies, Inc. | 800.824.2850 | www.leadstrat.com 23. Understand Disagreement23Webinar:Introduction to F acilitatingG roupsEach has not clearlyLevel 1 ___________ and _______________Different _______________ orLevel 2 _______________ ________________, past history, orLevel 3 ________________ factors How to Solve Level 3 Take it to a _______________________________. Level 1 Direct __________________________________. Level 2 Identify ______________ and __________________and then __________________ to identify a new alternative.Duplication prohibited without prior written consent of Leadership Strategies, Inc.Copyright 2010 Leadership Strategies, Inc. | 800.824.2850 | www.leadstrat.com 24. PRINCIPLE 8.KEEPING24THE ENERGY HIGHWebinar:Introduction to F acilitatingG roupsSet the Pace, Anticipate Lulls, React AccordinglyA. Set an Energetic PaceB. Reset the Energy Level Following Every BreakC. Adjust to Lull TimesD. Establish a Recharge ActivityE. Use BrainteasersF. Get People Involved and MovingG. Encourage Team BuildingH. Break If Necessary***The bolded sections above are covered in this free webinar. All other listed sections are coveredin our full, 3 or 4-day Effective Facilitator workshop. For information about attending a public orscheduling a customizable, private Effective Facilitator class, email us at etraining@leadstrat.comor call 1.800.824.2850.Duplication prohibited without prior written consent of Leadership Strategies, Inc.Copyright 2010 Leadership Strategies, Inc. | 800.824.2850 | www.leadstrat.com 25. Establish and maintain a high energy level 25Your opening words establish the energy level. Start it high! Webinar:Introduction to F acilitatingG roupsAwakeAsleepReset the Energy LevelFollowing each break, you must start the next session at leastat the same energy level you started the day.AwakeAsleep Duplication prohibited without prior written consent of Leadership Strategies, Inc. Copyright 2010 Leadership Strategies, Inc. | 800.824.2850 | www.leadstrat.com 26. 26PRINCIPLE 9. CLOSING THE SESSIONWebinar:Introduction to F acilitatingG roupsReview, Evaluate, Close, DebriefA. Request Time Extensions if NeededB. Review the Activities PerformedC. Review Session purposeD. Review Personal ObjectivesE. Review Parking BoardsF. Ask Participants to EvaluateG. Close and Set the StageH. Use Partial Close As NeededI. Debrief with the Planning TeamJ. Debrief with SponsorK. Document Session Results***The bolded sections above are covered in this free webinar. All other listed sections are coveredin our full, 3 or 4-day Effective Facilitator workshop. For information about attending a public orscheduling a customizable, private Effective Facilitator class, email us at etraining@leadstrat.comor call 1.800.824.2850.Duplication prohibited without prior written consent of Leadership Strategies, Inc.Copyright 2010 Leadership Strategies, Inc. | 800.824.2850 | www.leadstrat.com 27. Review the Parking Boards 27 Webinar:Introduction to F acilitatingG roupsItems relevant to the session that requirea decision but will be discussed later or___________ Listoutside the sessionDecisions that are made by the___________ Listparticipants during the session.Actions to be performed sometime after___________ Listthe completion of the session. Questions to Clear the Issues List Have we _________________ it? Do we _______________ to cover it? Do we need to cover it __________________? Duplication prohibited without prior written consent of Leadership Strategies, Inc.Copyright 2010 Leadership Strategies, Inc. | 800.824.2850 | www.leadstrat.com 28. 28PRINCIPLE 10. AGENDA SETTINGWebinar:Introduction to F acilitatingG roupsAdapt Your Agenda to Address the NeedA. Choose an Agenda based on ObjectivesB. Tailor the Agenda to the Specific NeedC. Incorporate Consensus-Building PrinciplesD. Construct a New Agenda as NeededE. Confirm the Agenda with the Planning TeamF. Prepare a Detailed AgendaG. Track Performance Against the AgendaH. Record Process NotesI. Incorporate Recommendations into the Agenda Model***The bolded sections above are covered in this free webinar. All other listed sections are coveredin our full, 3 or 4-day Effective Facilitator workshop. For information about attending a public orscheduling a customizable, private Effective Facilitator class, email us at etraining@leadstrat.comor call 1.800.824.2850.Duplication prohibited without prior written consent of Leadership Strategies, Inc.Copyright 2010 Leadership Strategies, Inc. | 800.824.2850 | www.leadstrat.com 29. Construct a New Agenda as Needed 29 Webinar:Introduction to F acilitatingG roups Determine the _________________ question. What is the key question that must be answered when the facilitated session is completed? Determine the _________________ questions. What are the questions that should be answered first in order to prepare the participants to answer the critical question? Determine the logical _________________ of the preparation questions. Transform into _________________ items. Prepare your detailed _________________. Duplication prohibited without prior written consent of Leadership Strategies, Inc. Copyright 2010 Leadership Strategies, Inc. | 800.824.2850 | www.leadstrat.com 30. 30Done! Objectives Review Webinar:Introduction to F acilitatingG roups Outline a comprehensive methodology for facilitating groups Provide over a dozen techniques you can begin using immediately Provide next steps for those who would like to learn more Duplication prohibited without prior written consent of Leadership Strategies, Inc. Copyright 2010 Leadership Strategies, Inc. | 800.824.2850 | www.leadstrat.com 31. 31Whats Next? Webinar:Introduction to F acilitatingG roupsIf you would like to learn more: Public Class: The Effective Facilitator Atlanta, Boston, Chicago, Dallas, DC, Denver, LA, New York, San Francisco, Sydney, Toronto. No Facilitation Class Offers You More! Give us 4 days and learn 101+ techniques, with six practices,feedback and videotaping! Give us 5 days and we will prepare you for professional or masterlevel facilitator certification! Private Class:On Your Site Most cost-effective for 8 or more Other Helpful Books & Guides The Secrets of Facilitation The Secrets to Masterful Meetings Facilitator Meeting Guides (200+ pages) Visit http://www.leadstrat.com/shop Duplication prohibited without prior written consent of Leadership Strategies, Inc. Copyright 2010 Leadership Strategies, Inc. | 800.824.2850 | www.leadstrat.com 32. Answers to 32the Fill-in-the-Blank Webinar:Introduction to F acilitatingG roupsPage Fill-in-the-blank Information Purpose Product: Hands, Heads, Heart 11Participants Probable Issues Process 13Inform, Excite, Empower, Involve Review, Preview, Big View 15Thats a good point.Can we put it on the issues list so we dont forget it? If what is said is incomplete, still record it (4 times) 18 Or, ask for the headline Begin with an image building phrase 19Extend the image to the answers Ask the direct question Dysfunctional behavior is any activity by a participant which is consciously or unconsciously a substitution for expressing displeasure with the session content, the facilitation process, 21or an outside factor. Employ a round-robin How can you make it better? Remind of the ground rules Duplication prohibited without prior written consent of Leadership Strategies, Inc. Copyright 2010 Leadership Strategies, Inc. | 800.824.2850 | www.leadstrat.com 33. 33Page Fill-in-the-blank InformationWebinar:Introduction to F acilitatingG roups Each has not clearly heard and understood Different values or experiences Personality, past history or other outside factors 23 Level 3 Take it to a higher source. Level 1 Direct specific questions. Level 2 Identify strengths and weaknesses and thenmerge to identify a new alternative. 25Duplication prohibited without prior written consent of Leadership Strategies, Inc.Copyright 2010 Leadership Strategies, Inc. | 800.824.2850 | www.leadstrat.com 34. 34 PageFill-in-the-blank InformationWebinar:Introduction to F acilitatingG roups Issues ListDecisions ListActions List Have we covered it? 27 Do we need to cover it? Do we need to cover it now? Determine the critical question. Determine the preparation questions. Determine the logical order of the preparation 29 questions. Transform into agenda items. Prepare your detailed agenda.LEARN MORE!If you enjoyed this free webinar and want to expand your facilitation skills even further, considerattending a public or scheduling a customizable, private Effective Facilitator workshop. Wefocus on critical skills such as consensus building, keeping the group focused, generating energy,managing dysfunction and gaining agreement. To date, over 95% of attendees have rated thiscourse as THE BEST or ONE OF THE BEST courses theyve ever taken. No facilitation training courseoffers you more: 300-page workbook 10 principles, over 100 techniques 10 detailed agendas 10 detailed facilitator session guides (170+ pages) 6 practice sessions Videotaping* Spring Forward - We encourage you to implement your learning by providing a 60-daycheck-in to confirm your progress. We reinforce your learning by sending you The Maximizer, a monthly refresher on one ofthe course techniques You also receive 2 copies of The Secrets to Masterful Meetings, written by our CEO andCertified Master Facilitator, Michael Wilkinson.For more information, email us at etraining@leadstrat.com or call 1.800.824.2850.Duplication prohibited without prior written consent of Leadership Strategies, Inc.Copyright 2010 Leadership Strategies, Inc. | 800.824.2850 | www.leadstrat.com 35. 35 Webinar:Introduction to F acilitatingG roupsLeadership Strategies - The Facilitation Company has rapidly become one of the national leadersin meeting facilitation services and training. We provide companies with professional facilitatorswho facilitate executive teams and task forces in topics such as strategic planning, issue resolution,requirements analysis, process improvement and conference forums.Professional Facilitation Leadership TrainingMeeting Facilitation Facilitation SeriesManagement SeriesThe Effective FacilitatorManagement to Leadership Strategic PlanningSystems Analysis Facilitating IT SessionsThe Facilitative ConsultantMaking Meetings Work!The Effective Communicator Issue ResolutionTeam BuildingEffective Teams Work!Effective Presentation SkillsConference FacilitationPlanning SeriesIT Series Strategic PlanningProject Leadership Process ImprovementProject PlanningManaging User RelationshipsAlong with being expert facilitators, we also train people in facilitation skills, leadership, team building,presentations and consulting skills. We offer public classes in Atlanta, Chicago, Dallas, Denver, LosAngeles and Washington, DC, and on-site private classes for clients around the nation and the world.We make it our business to research the best practices used by successful organizations, compilethese best practices into practical workshops and guide organizations in implementing these practicesin their environments. 56 Perimeter Center East, #103Atlanta, Georgia30346 800.824.2850 www.leadstrat.comDuplication prohibited without prior written consent of Leadership Strategies, Inc.Copyright 2010 Leadership Strategies, Inc. | 800.824.2850 | www.leadstrat.com