1. Vital Facilitation Skills for Diplomas Now Teams Gary Chapman

2. Reprinted with permission from BoardSource, formerly the National Center for Nonprofit Boards. BoardSource is the premier resource for practical information, tools, and training for board members and chief executives of nonprofit organizations worldwide. For more information about BoardSource, visit www.boardsource.org or call 800-883-6262. BoardSource © 2012. Text may not be reproduced without written permission from BoardSource. Objectives As a result of this brief workshop, participants will be able to: –Differentiate between consultation and facilitation –Understand the role of a facilitator –Review how one might best prepare for a facilitated session –Learn some basic facilitation techniques and practice them in small groups 2

3. Reprinted with permission from BoardSource, formerly the National Center for Nonprofit Boards. BoardSource is the premier resource for practical information, tools, and training for board members and chief executives of nonprofit organizations worldwide. For more information about BoardSource, visit www.boardsource.org or call 800-883-6262. BoardSource © 2012. Text may not be reproduced without written permission from BoardSource. Our Agenda Laying the Foundation The Role and Core Competencies of an Effective Facilitator Basic Facilitation Skills and Techniques Practice 3

4. Reprinted with permission from BoardSource, formerly the National Center for Nonprofit Boards. BoardSource is the premier resource for practical information, tools, and training for board members and chief executives of nonprofit organizations worldwide. For more information about BoardSource, visit www.boardsource.org or call 800-883-6262. BoardSource © 2012. Text may not be reproduced without written permission from BoardSource. Introduction Please state your first name and the one type of meeting or audience with which you work with most regularly Think of meetings you have been in that were effective. What’s one thing that made them effective? Think of meetings you have been in that were ineffective. What’s one thing that made them ineffective? 4

5. Reprinted with permission from BoardSource, formerly the National Center for Nonprofit Boards. BoardSource is the premier resource for practical information, tools, and training for board members and chief executives of nonprofit organizations worldwide. For more information about BoardSource, visit www.boardsource.org or call 800-883-6262. BoardSource © 2012. Text may not be reproduced without written permission from BoardSource. Consulting vs. Facilitation ConsultingFacilitation Analysis by expertAnalysis by client Not neutralNeutral The consultant offers content in the form of expert advice The facilitator invites expertise and exchange in the form of process May be involved in implementation Client responsible for implementation Recommendations for action by consultant Recommendation for action by client 5

6. Reprinted with permission from BoardSource, formerly the National Center for Nonprofit Boards. BoardSource is the premier resource for practical information, tools, and training for board members and chief executives of nonprofit organizations worldwide. For more information about BoardSource, visit www.boardsource.org or call 800-883-6262. BoardSource © 2012. Text may not be reproduced without written permission from BoardSource. What is a Facilitated Session? A facilitated session is a highly structured event or meeting in which the facilitator guides the participant through a series of pre-defined steps to arrive at a result that is created, understood, and accepted by all participants 6

7. Reprinted with permission from BoardSource, formerly the National Center for Nonprofit Boards. BoardSource is the premier resource for practical information, tools, and training for board members and chief executives of nonprofit organizations worldwide. For more information about BoardSource, visit www.boardsource.org or call 800-883-6262. BoardSource © 2012. Text may not be reproduced without written permission from BoardSource. When is Facilitation Appropriate? 7 AppropriateNot Appropriate When understanding and genuine buy-in are needed from a group to achieve success Some critical elements: -An important issue or question has been detected or can be surfaced, the solution to which is not readily apparent -The group has the capacity to understand and discuss the issue and various solutions When there is nothing to “create.” When the situation (or related information) is too complex or too confidential for the group to “understand.” When the participants are not open to “creating and accepting” a solution. When time does not permit a facilitated approach.

8. Reprinted with permission from BoardSource, formerly the National Center for Nonprofit Boards. BoardSource is the premier resource for practical information, tools, and training for board members and chief executives of nonprofit organizations worldwide. For more information about BoardSource, visit www.boardsource.org or call 800-883-6262. BoardSource © 2012. Text may not be reproduced without written permission from BoardSource. Role of Facilitators 8 RoleTo Be The… Guide participants through a series of agreed upon steps Do not dictate the solution Use their understanding of the process steps – and of group dynamics- to help the group achieve the desired results, given the unique needs and characteristics of the participants or their organization Motivator Guide Norm Developer Questioner Bridge-builder Peacemaker Task-master Praise Giver Time Keeper

9. Reprinted with permission from BoardSource, formerly the National Center for Nonprofit Boards. BoardSource is the premier resource for practical information, tools, and training for board members and chief executives of nonprofit organizations worldwide. For more information about BoardSource, visit www.boardsource.org or call 800-883-6262. BoardSource © 2012. Text may not be reproduced without written permission from BoardSource. The Five P’s of Preparation Purpose –What is the purpose of the session? Product –What outputs or deliverables do we want to create? Participants –Who should participate? Probable Issues –What key issues are likely to arise? Process –What process should we follow? 9

10. Reprinted with permission from BoardSource, formerly the National Center for Nonprofit Boards. BoardSource is the premier resource for practical information, tools, and training for board members and chief executives of nonprofit organizations worldwide. For more information about BoardSource, visit www.boardsource.org or call 800-883-6262. BoardSource © 2012. Text may not be reproduced without written permission from BoardSource. Core Facilitation Competencies Process Sensitivity –Plan, follow, trust Energy Monitor –Encourage participation, ask questions Environmental Control –Create climate, protect ideas, remain neutral Behavior Modeler –Presence, their meeting not yours 10

11. Reprinted with permission from BoardSource, formerly the National Center for Nonprofit Boards. BoardSource is the premier resource for practical information, tools, and training for board members and chief executives of nonprofit organizations worldwide. For more information about BoardSource, visit www.boardsource.org or call 800-883-6262. BoardSource © 2012. Text may not be reproduced without written permission from BoardSource. Generating Participation Around the table – Brainstorming / Popcorning Slip writing – Post-It Think, write, then share – Brain Writing Pool Sub-groups – World Cafe Open-ended questions – Responsive Questions 11