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PMI Chicagoland
Professional
Development Day –
Accelerated Facilitation




Brian Richardson, PMP
Agenda


Time          Activity
2:45 – 3:00   Session Introduction

3:00 – 3:30   Accelerated Idea Generation

3:30 – 3:55   Accelerated Prioritization

3:55 – 4:25   Accelerated Assessment

4:25 – 4:45   Wrap-up and Q & A
Introduction
Session Outcomes



At the end of this session, you will be able to:
   1. Articulate principles for effective meeting facilitation
   2. Use structured techniques to make meetings more
      interactive, efficient, and effective
   3. Apply structured techniques to a variety of situations
   4. Request an electronic copy of session materials. (Leave a
      business card and write, “AF Materials” on the back.)
Principles for Effective Meeting Facilitation

   Ineffective Meetings                 Effective Meetings

1. Waste time                       1. Accomplish real work
2. Have an open discussion          2. Have a task list and
  agenda                               structured techniques
3. Value input based on             3. Gather input from all
  position and/or personality          participants
4. Have unclear outcomes            4. Produce visible output
5. Have unclear ownership           5. Create buy-in, ownership
  and next steps                       and clear next steps
Accelerated Facilitation Principles


1. Advance planning.
2. Separate facilitator (process) role from participant
   (content) role.
3. Focus participants on tasks, one task at a time.
   • Inspires creativity and innovation
   • Separates generating ideas from judging ideas
4. Each task:
   •   Starts with a question
   •   Ensures everyone’s input is captured
   •   Uses participant time efficiently and effectively
   •   Eliminates or structures debate and discussion
   •   Produces visible output
Accelerated Facilitation Benefits


                    Sessions are structured to
                    maximize participant time,
Productivity        allowing them to get more done
                    in less time than in traditional
                    meetings.


                    Sessions are designed to fully
                    engage all participants and ensure
Participant         everyone’s ideas and opinions are
Satisfaction        captured. This results in high
                    levels of participant buy-in and
                    commitment.
Accelerated Facilitation - Roles

     Facilitator Role                    Participant Role

• Determines topics and               • Follow instructions and
  techniques in advance                 complete tasks
• Plans inputs and outputs            • Provide content and
• Prepares materials                    perspective
• Provide clear instruction           • Separate generating ideas
• Manage process                        from evaluating ideas
• Asks questions                      • Generate visible output
Accelerated Facilitation Materials




           Paper and Spray Glue                  Tape
  (or Whiteboard or Sticky Flipchart Paper)




                         Voting Stickers
      Cards                                     Markers
(or Sticky Notes)
Accelerated Idea Generation – Simple
Inputs       None
Outputs      List of Ideas
Benefits     • Generates many ideas quickly
             • Eliminates debate, discussion and judging
             • Structures idea generation to ensure everyone
               can provide input
             • Reduces influence of position and personality
             • Gives ownership to participants to state and
               clarify their ideas, creating higher buy-in and
               ownership
Exercise
Accelerated Idea Generation - Facilitator

Work as a team to:
1. Select a facilitator and timekeeper for the group.
2. Print the question “What meetings are required to lead successful projects?” on
    a card.
3. Facilitator starts at their right and moves left. Each participant takes a turn stating
    one idea. Do not debate, discuss or judge.
4. Each participant writes their idea on a card and sticks it to the wall.
     –   It is okay to pass.
     –   It is okay to write an idea before your turn, then state it when it is your turn.
5.   After one round, facilitator asks, “What other ideas do people have?”
6.   Participants state their additional ideas, write them on cards and stick them to the
     wall.
7.   After all ideas are captured, facilitator says, “I’ll read each idea. Let me know if any
     ideas are not clear.”
8.   Facilitator reads each idea. If any ideas are not clear, participants re-write on new
     cards and stick to the wall. Participants can write new ideas.

                                                                                             15 minutes.
Accelerated Idea Generation - Participant

Work as a team to:
1. Select a facilitator and timekeeper for your team.
2. Generate ideas to answer the question: “What meetings are
   required to lead successful projects?”
3. At your turn, state one idea. Do not debate, discuss or judge.
4. Write your idea on a card and stick it to the wall.
5. State any additional ideas, write them on cards and stick them to
   the wall.
6. The facilitator reviews the cards with the group.




                                                     15 minutes.
Debrief
Accelerated Prioritization
Inputs        List of ideas
Outputs       Prioritized list of ideas
Benefits      •   Prioritizes ideas quickly
              •   Eliminates debate and discussion
              •   Ensures everyone provides input
              •   Eliminates influence of position and personality
              •   Produces visible output created by participants,
                  creating higher levels of buy-in and ownership
Exercise
Accelerated Prioritization - Facilitator

Work as a team to:
1.  Select a facilitator and timekeeper for your team.
2.  Facilitator writes, “In which meetings is it most important to gain buy-in and consensus from a
    group?” on a card and posts it to the wall.
3.  Facilitator gives each participant 10 voting dots.
4.  Without discussing, each team member places dots to vote on most important items.
     –    Place dots on cards
     –    More dots = More important
     –    You may place as many or as few dots as you want on each item.
     –    You must use all your dots.
5.   Facilitator counts the number of dots on each card and writes the total on the card.
6.   Facilitator arranges the cards in order, highest to lowest and says, “<Idea name> is most
     important and gets <#> votes. <Idea name> is next most important and gets <#> votes . . .”




                                                                       Voting – 7 mins
                                                                      Summary – 3 mins
Accelerated Prioritization - Participant

Work as a team to:
1. Select a facilitator and timekeeper for your team.
2. Use voting dots to answer the question: “In which meetings is it
   most important to gain buy-in and consensus from a group?”
3. Distribute your 10 dots to the most important items.
   –   Place dots on cards
   –   More dots = More important
   –   You may place as many or as few dots as you want on each item.
   –   You must use all your dots.
4. The facilitator summarizes the votes.


                                                Voting – 7 mins
                                               Summary – 3 mins
Debrief
Accelerated Assessment
Inputs      List of ideas
Outputs     List of ideas - assessed
Benefits    •   Evaluates ideas quickly
            •   Structures debate and discussion
            •   Ensures everyone provides input
            •   Eliminates influence of position and personality
            •   Produces visible output created by participants,
                creating higher levels of buy-in and ownership
Exercise
Accelerated Assessment - Facilitator

Work as a team to:
1.  Select a facilitator and timekeeper for your team.
2.  Facilitator writes, “To what extent are these meetings currently successful gaining buy-in and
    consensus from a group?” on a card and posts it to the wall.
3.  Facilitator posts assessment (1-5 column) card next to top 3 items from previous exercise
4.  Facilitator gives each participant 3 voting dots.
5.  Without discussing, each team member places dots to assess top 3 items from previous
    exercise.
      –   Place dots on assessment (1-5 column) cards
      –   You have one rating vote (dot) for each item.
      –   Dots on the line do not count
6.    Where the highest and lowest votes are more than 1 column apart, Facilitator says, “There are
      some different opinions on <Idea name>. Why is that?” Participants volunteer opinions. Do not
      discuss ideas where there are dots in 2 columns or fewer.
                                                                                  Rating Scale
                                                                           5 = Definitely
        Voting – 5 mins                                                    4 = To a large extent
     Discussion - 10 mins                                                  3 = To some extent
                                                                           2 = Only slightly
                                                                           1 = Not at all
Accelerated Assessment - Participant
Work as a team to:
1. Select a facilitator and timekeeper for your team.
2. Use voting dots to answer the question, “To what extent are these
   meetings currently successful gaining buy-in and consensus
   from a group?”
3. Without discussing, distribute your voting dots to assess top 3
   items from previous exercise.
   –   Place dots on assessment (1-5 column) cards
   –   You have one rating vote (dot) for each item      Rating Scale
   –   Dots on the line do not count
                                                      5 = Definitely
4. The facilitator discusses the results.
                                                      4 = To a large extent
                                                      3 = To some extent
    Voting – 5 mins
 Discussion - 10 mins                                 2 = Only slightly
                                                      1 = Not at all
Debrief
Wrap-up
Application of Core Techniques


Sample applications include:
   1. Stakeholder feedback
   2. Project/program charter development
   3. Work breakdown structure (WBS) development
   4. Requirements gathering and analysis
   5. Solution planning
   6. Risk planning
   7. Issue identification, prioritization and assessment
   8. Vendor evaluation
   9. Brainstorming
   10. Small groups (up to 10)
More Accelerated Facilitation

Additional Accelerated Facilitation techniques:
   1. Idea Generation
      •   Accelerated Idea Generation – Complex
      •   Accelerated Statement Formulation
      •   Accelerated Action Planning

   2. Idea Evaluation
      •   Accelerated Prioritization – with structured discussion
      •   Accelerated Sequencing
      •   Accelerated Summarization
      •   Accelerated Categorization
      •   Accelerated Negotiation
      •   Accelerated Debate
      •   Accelerated Options Analysis
Application of Additional Techniques


Sample applications include:
   1. Strategic planning
   2. Product and service innovation
   3. Project/program planning
   4. Organization effectiveness
   5. Process improvement
   6. Training
   7. Team offsite
   8. Larger groups (10 – 100+)
Final Tips


 Move from discussion agenda to task list and structured
  techniques. Think about inputs, outputs and flow.
 Incorporate techniques into your meetings to generate
  ideas, prioritize and/or evaluate.
 Replace cards and paper with sticky notes and
  whiteboard/sticky flip charts as needed.
 Request an electronic copy of course materials. Leave a
  business card and write, “AF Materials” on the back.
Contact Information

                                           Accelerated
Consulting       Staffing      Training
                                           Facilitation


Brian Richardson, PMP
•   Email: brian@richardsonconsultinggroup.com
•   LinkedIn: linkedin.com/in/briandrichardson
•   Twitter: @briandrichardso
•   Web: www.richardsonconsultinggroup.com

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Accelerated Facilitation Workshop Final To Print

  • 1. PMI Chicagoland Professional Development Day – Accelerated Facilitation Brian Richardson, PMP
  • 2. Agenda Time Activity 2:45 – 3:00 Session Introduction 3:00 – 3:30 Accelerated Idea Generation 3:30 – 3:55 Accelerated Prioritization 3:55 – 4:25 Accelerated Assessment 4:25 – 4:45 Wrap-up and Q & A
  • 4. Session Outcomes At the end of this session, you will be able to: 1. Articulate principles for effective meeting facilitation 2. Use structured techniques to make meetings more interactive, efficient, and effective 3. Apply structured techniques to a variety of situations 4. Request an electronic copy of session materials. (Leave a business card and write, “AF Materials” on the back.)
  • 5. Principles for Effective Meeting Facilitation Ineffective Meetings Effective Meetings 1. Waste time 1. Accomplish real work 2. Have an open discussion 2. Have a task list and agenda structured techniques 3. Value input based on 3. Gather input from all position and/or personality participants 4. Have unclear outcomes 4. Produce visible output 5. Have unclear ownership 5. Create buy-in, ownership and next steps and clear next steps
  • 6. Accelerated Facilitation Principles 1. Advance planning. 2. Separate facilitator (process) role from participant (content) role. 3. Focus participants on tasks, one task at a time. • Inspires creativity and innovation • Separates generating ideas from judging ideas 4. Each task: • Starts with a question • Ensures everyone’s input is captured • Uses participant time efficiently and effectively • Eliminates or structures debate and discussion • Produces visible output
  • 7. Accelerated Facilitation Benefits Sessions are structured to maximize participant time, Productivity allowing them to get more done in less time than in traditional meetings. Sessions are designed to fully engage all participants and ensure Participant everyone’s ideas and opinions are Satisfaction captured. This results in high levels of participant buy-in and commitment.
  • 8. Accelerated Facilitation - Roles Facilitator Role Participant Role • Determines topics and • Follow instructions and techniques in advance complete tasks • Plans inputs and outputs • Provide content and • Prepares materials perspective • Provide clear instruction • Separate generating ideas • Manage process from evaluating ideas • Asks questions • Generate visible output
  • 9. Accelerated Facilitation Materials Paper and Spray Glue Tape (or Whiteboard or Sticky Flipchart Paper) Voting Stickers Cards Markers (or Sticky Notes)
  • 10. Accelerated Idea Generation – Simple Inputs None Outputs List of Ideas Benefits • Generates many ideas quickly • Eliminates debate, discussion and judging • Structures idea generation to ensure everyone can provide input • Reduces influence of position and personality • Gives ownership to participants to state and clarify their ideas, creating higher buy-in and ownership
  • 12. Accelerated Idea Generation - Facilitator Work as a team to: 1. Select a facilitator and timekeeper for the group. 2. Print the question “What meetings are required to lead successful projects?” on a card. 3. Facilitator starts at their right and moves left. Each participant takes a turn stating one idea. Do not debate, discuss or judge. 4. Each participant writes their idea on a card and sticks it to the wall. – It is okay to pass. – It is okay to write an idea before your turn, then state it when it is your turn. 5. After one round, facilitator asks, “What other ideas do people have?” 6. Participants state their additional ideas, write them on cards and stick them to the wall. 7. After all ideas are captured, facilitator says, “I’ll read each idea. Let me know if any ideas are not clear.” 8. Facilitator reads each idea. If any ideas are not clear, participants re-write on new cards and stick to the wall. Participants can write new ideas. 15 minutes.
  • 13. Accelerated Idea Generation - Participant Work as a team to: 1. Select a facilitator and timekeeper for your team. 2. Generate ideas to answer the question: “What meetings are required to lead successful projects?” 3. At your turn, state one idea. Do not debate, discuss or judge. 4. Write your idea on a card and stick it to the wall. 5. State any additional ideas, write them on cards and stick them to the wall. 6. The facilitator reviews the cards with the group. 15 minutes.
  • 15. Accelerated Prioritization Inputs List of ideas Outputs Prioritized list of ideas Benefits • Prioritizes ideas quickly • Eliminates debate and discussion • Ensures everyone provides input • Eliminates influence of position and personality • Produces visible output created by participants, creating higher levels of buy-in and ownership
  • 17. Accelerated Prioritization - Facilitator Work as a team to: 1. Select a facilitator and timekeeper for your team. 2. Facilitator writes, “In which meetings is it most important to gain buy-in and consensus from a group?” on a card and posts it to the wall. 3. Facilitator gives each participant 10 voting dots. 4. Without discussing, each team member places dots to vote on most important items. – Place dots on cards – More dots = More important – You may place as many or as few dots as you want on each item. – You must use all your dots. 5. Facilitator counts the number of dots on each card and writes the total on the card. 6. Facilitator arranges the cards in order, highest to lowest and says, “<Idea name> is most important and gets <#> votes. <Idea name> is next most important and gets <#> votes . . .” Voting – 7 mins Summary – 3 mins
  • 18. Accelerated Prioritization - Participant Work as a team to: 1. Select a facilitator and timekeeper for your team. 2. Use voting dots to answer the question: “In which meetings is it most important to gain buy-in and consensus from a group?” 3. Distribute your 10 dots to the most important items. – Place dots on cards – More dots = More important – You may place as many or as few dots as you want on each item. – You must use all your dots. 4. The facilitator summarizes the votes. Voting – 7 mins Summary – 3 mins
  • 20. Accelerated Assessment Inputs List of ideas Outputs List of ideas - assessed Benefits • Evaluates ideas quickly • Structures debate and discussion • Ensures everyone provides input • Eliminates influence of position and personality • Produces visible output created by participants, creating higher levels of buy-in and ownership
  • 22. Accelerated Assessment - Facilitator Work as a team to: 1. Select a facilitator and timekeeper for your team. 2. Facilitator writes, “To what extent are these meetings currently successful gaining buy-in and consensus from a group?” on a card and posts it to the wall. 3. Facilitator posts assessment (1-5 column) card next to top 3 items from previous exercise 4. Facilitator gives each participant 3 voting dots. 5. Without discussing, each team member places dots to assess top 3 items from previous exercise. – Place dots on assessment (1-5 column) cards – You have one rating vote (dot) for each item. – Dots on the line do not count 6. Where the highest and lowest votes are more than 1 column apart, Facilitator says, “There are some different opinions on <Idea name>. Why is that?” Participants volunteer opinions. Do not discuss ideas where there are dots in 2 columns or fewer. Rating Scale 5 = Definitely Voting – 5 mins 4 = To a large extent Discussion - 10 mins 3 = To some extent 2 = Only slightly 1 = Not at all
  • 23. Accelerated Assessment - Participant Work as a team to: 1. Select a facilitator and timekeeper for your team. 2. Use voting dots to answer the question, “To what extent are these meetings currently successful gaining buy-in and consensus from a group?” 3. Without discussing, distribute your voting dots to assess top 3 items from previous exercise. – Place dots on assessment (1-5 column) cards – You have one rating vote (dot) for each item Rating Scale – Dots on the line do not count 5 = Definitely 4. The facilitator discusses the results. 4 = To a large extent 3 = To some extent Voting – 5 mins Discussion - 10 mins 2 = Only slightly 1 = Not at all
  • 26. Application of Core Techniques Sample applications include: 1. Stakeholder feedback 2. Project/program charter development 3. Work breakdown structure (WBS) development 4. Requirements gathering and analysis 5. Solution planning 6. Risk planning 7. Issue identification, prioritization and assessment 8. Vendor evaluation 9. Brainstorming 10. Small groups (up to 10)
  • 27. More Accelerated Facilitation Additional Accelerated Facilitation techniques: 1. Idea Generation • Accelerated Idea Generation – Complex • Accelerated Statement Formulation • Accelerated Action Planning 2. Idea Evaluation • Accelerated Prioritization – with structured discussion • Accelerated Sequencing • Accelerated Summarization • Accelerated Categorization • Accelerated Negotiation • Accelerated Debate • Accelerated Options Analysis
  • 28. Application of Additional Techniques Sample applications include: 1. Strategic planning 2. Product and service innovation 3. Project/program planning 4. Organization effectiveness 5. Process improvement 6. Training 7. Team offsite 8. Larger groups (10 – 100+)
  • 29. Final Tips  Move from discussion agenda to task list and structured techniques. Think about inputs, outputs and flow.  Incorporate techniques into your meetings to generate ideas, prioritize and/or evaluate.  Replace cards and paper with sticky notes and whiteboard/sticky flip charts as needed.  Request an electronic copy of course materials. Leave a business card and write, “AF Materials” on the back.
  • 30. Contact Information Accelerated Consulting Staffing Training Facilitation Brian Richardson, PMP • Email: brian@richardsonconsultinggroup.com • LinkedIn: linkedin.com/in/briandrichardson • Twitter: @briandrichardso • Web: www.richardsonconsultinggroup.com