1. Facilitation Workshop Charles R. Sterck, CPA Charles R. Sterck, CPA Sterck Kulik O’Neill Sterck Kulik O’Neill

2. Opportunities to Facilitate people 1 - Meeting with potential new client 2 – Meeting with an existing client 3 – Set goals 4 – Address a situation or problem 5 – Bring consensus to a group 6 – Review team members 7 – Brainstorming 8 – And a whole lot more…

3. Before the meeting Give yourself time to prepareGive yourself time to prepare What do you do?What do you do? Chris gave us a great listChris gave us a great list PausePause Connect with audienceConnect with audience Yes…. And…Yes…. And… Build on ideasBuild on ideas And on….and on….And on….and on…. Prepare an Ice BreakerPrepare an Ice Breaker Give yourself time to prepareGive yourself time to prepare What do you do?What do you do? Chris gave us a great listChris gave us a great list PausePause Connect with audienceConnect with audience Yes…. And…Yes…. And… Build on ideasBuild on ideas And on….and on….And on….and on…. Prepare an Ice BreakerPrepare an Ice Breaker

4. What happens during these meetings? What are some of the dynamics that you see/ experience while facilitating a group?What are some of the dynamics that you see/ experience while facilitating a group? What stands out most in your mind as you reflect on past sessions?What stands out most in your mind as you reflect on past sessions? What are some of the dynamics that you see/ experience while facilitating a group?What are some of the dynamics that you see/ experience while facilitating a group? What stands out most in your mind as you reflect on past sessions?What stands out most in your mind as you reflect on past sessions?

5. From your past experiences, what stands out most for you during your sessions when you have facilitated people or groups? What has workedWhat has worked Were people engagedWere people engaged Were people confusedWere people confused What was easyWhat was easy What was difficultWhat was difficult What has workedWhat has worked Were people engagedWere people engaged Were people confusedWere people confused What was easyWhat was easy What was difficultWhat was difficult

6. What would you like to change about these meetings? What would do differently next timeWhat would do differently next time What questions did this raise for youWhat questions did this raise for you What concerns do you haveWhat concerns do you have What do you wish you knewWhat do you wish you knew What would do differently next timeWhat would do differently next time What questions did this raise for youWhat questions did this raise for you What concerns do you haveWhat concerns do you have What do you wish you knewWhat do you wish you knew

7. What does this mean about future sessions? How will you do it next timeHow will you do it next time What would you like the results to beWhat would you like the results to be What are some of your non- negotiable mustsWhat are some of your non- negotiable musts How will you do it next timeHow will you do it next time What would you like the results to beWhat would you like the results to be What are some of your non- negotiable mustsWhat are some of your non- negotiable musts

8. How do you close your sessions? Where do we go from hereWhere do we go from here Who will doWho will do What andWhat and By what dateBy what date Where do we go from hereWhere do we go from here Who will doWho will do What andWhat and By what dateBy what date

9. Rules for a Safe Environment One person speaks at a timeOne person speaks at a time No criticism, be open mindedNo criticism, be open minded What is said here, stays hereWhat is said here, stays here Make comments using “I” statementsMake comments using “I” statements If you don’t understand – askIf you don’t understand – ask One person speaks at a timeOne person speaks at a time No criticism, be open mindedNo criticism, be open minded What is said here, stays hereWhat is said here, stays here Make comments using “I” statementsMake comments using “I” statements If you don’t understand – askIf you don’t understand – ask

10. TOP – Focused Conversation Provides a structure for clear dialogue and reflectionProvides a structure for clear dialogue and reflection Probes beneath the surface to the depth of a topicProbes beneath the surface to the depth of a topic Encourages a diversity of perspectivesEncourages a diversity of perspectives Allows members of a group to share these diverse perspectives in a non- confrontational mannerAllows members of a group to share these diverse perspectives in a non- confrontational manner Share insights and broadens perspectiveShare insights and broadens perspective Provides a structure for clear dialogue and reflectionProvides a structure for clear dialogue and reflection Probes beneath the surface to the depth of a topicProbes beneath the surface to the depth of a topic Encourages a diversity of perspectivesEncourages a diversity of perspectives Allows members of a group to share these diverse perspectives in a non- confrontational mannerAllows members of a group to share these diverse perspectives in a non- confrontational manner Share insights and broadens perspectiveShare insights and broadens perspective

11. O R I D – A System Why are we having this conversation? Rational Aim? (Content) Experiential Aim (Tone, Feel, Mood) Process: O – Objective R – Reflective I - Interpretive D - Decisional Why are we having this conversation? Rational Aim? (Content) Experiential Aim (Tone, Feel, Mood) Process: O – Objective R – Reflective I - Interpretive D - Decisional

12. What do I do before any meeting? What is your Rational Aim? The intent or practical goal of the conversation What is the Experiential Aim? The inner impact and the overall experience of the conversation on the group What is your Rational Aim? The intent or practical goal of the conversation What is the Experiential Aim? The inner impact and the overall experience of the conversation on the group

13. O R I D Objective: What Sense Reflective: Gut Heart Interpretive: Now What Head Decisional:So what Action Objective: What Sense Reflective: Gut Heart Interpretive: Now What Head Decisional:So what Action

14. ObjectiveObjective Ask questions so that everyone hears the same details and nothing is left to assumption. Begin with data, facts, external reality. What did you see What did you see What did you hearWhat did you hear How did it tasteHow did it taste What did it smell likeWhat did it smell like What did you doWhat did you do Ask questions so that everyone hears the same details and nothing is left to assumption. Begin with data, facts, external reality. What did you see What did you see What did you hearWhat did you hear How did it tasteHow did it taste What did it smell likeWhat did it smell like What did you doWhat did you do

15. ReflectiveReflective What was your reaction? Evoke immediate personal reactions, internal responses, sometimes emotions or feelings, hidden images, and associations with the facts. How did you feel How did you feel What was most excitingWhat was most exciting What surprised youWhat surprised you What excited youWhat excited you What was difficultWhat was difficult Ask questions that speak to emotionsAsk questions that speak to emotions What was your reaction? Evoke immediate personal reactions, internal responses, sometimes emotions or feelings, hidden images, and associations with the facts. How did you feel How did you feel What was most excitingWhat was most exciting What surprised youWhat surprised you What excited youWhat excited you What was difficultWhat was difficult Ask questions that speak to emotionsAsk questions that speak to emotions

16. InterpretiveInterpretive So what? What will you do with this information? Draw out meaning values, significance, implications. What else do we need to consider What else do we need to consider What is most important to youWhat is most important to you What other things do we need to considerWhat other things do we need to consider What kind of changes will we need to makeWhat kind of changes will we need to make What differences will it makeWhat differences will it make What new insights did you get from this?What new insights did you get from this? So what? What will you do with this information? Draw out meaning values, significance, implications. What else do we need to consider What else do we need to consider What is most important to youWhat is most important to you What other things do we need to considerWhat other things do we need to consider What kind of changes will we need to makeWhat kind of changes will we need to make What differences will it makeWhat differences will it make What new insights did you get from this?What new insights did you get from this?

17. DecisionalDecisional Bring the conversation to a close, eliciting resolution and enabling the group to make a dicision about the future. What does it mean to have experienced this What does it mean to have experienced this What is the resolve of this groupWhat is the resolve of this group What have you learnedWhat have you learned What is the first thing you will do next How will tomorrow be differentWhat is the first thing you will do next How will tomorrow be different Craig and Shannon said “Was this helpful?” Craig and Shannon said “Was this helpful?” Bring the conversation to a close, eliciting resolution and enabling the group to make a dicision about the future. What does it mean to have experienced this What does it mean to have experienced this What is the resolve of this groupWhat is the resolve of this group What have you learnedWhat have you learned What is the first thing you will do next How will tomorrow be differentWhat is the first thing you will do next How will tomorrow be different Craig and Shannon said “Was this helpful?” Craig and Shannon said “Was this helpful?”

18. Why do this? So that everyone in the room moves through the process together. You do not move from one step to another until and unless you believe that everyone has been heard and has stated their piece.

19. Example with Edi Let’s talk about her YURT! See if you tell when I transition from: Objective to Reflective to InterpretiveDecisionalClosing Let’s talk about her YURT! See if you tell when I transition from: Objective to Reflective to InterpretiveDecisionalClosing

20. How can this be applied to… The topics we discuss..The topics we discuss.. Client On-BoardingClient On-Boarding Apps that we like and heard ofApps that we like and heard of Geni’s Ignite presentationGeni’s Ignite presentation Chris’ Portkey exerciseChris’ Portkey exercise Edi’s TEDX talk?Edi’s TEDX talk? Jeff’s discussion about interviewingJeff’s discussion about interviewing Craig and Shannon’s On-BoardingCraig and Shannon’s On-Boarding Steve’s cornerSteve’s corner The topics we discuss..The topics we discuss.. Client On-BoardingClient On-Boarding Apps that we like and heard ofApps that we like and heard of Geni’s Ignite presentationGeni’s Ignite presentation Chris’ Portkey exerciseChris’ Portkey exercise Edi’s TEDX talk?Edi’s TEDX talk? Jeff’s discussion about interviewingJeff’s discussion about interviewing Craig and Shannon’s On-BoardingCraig and Shannon’s On-Boarding Steve’s cornerSteve’s corner

21. ConclusionConclusion Talk to me … Was this helpful? How so? What will you do with this? Talk to me … Was this helpful? How so? What will you do with this?

22. O R I D

23. Congratulations ! - Your Feedback - - Don’t FTI, Make a change today Make a change today - Your Feedback - - Don’t FTI, Make a change today Make a change today Was this helpful?