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MASTERING THE ART OF
FACILITATION
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CONSTANT
HIGHER
MORE
LEARNING
QUALITY
FUN
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@PracticalAgile1

Meetings
From
Hell
Purpose
Outcomes
Impact
Help participants improve their facilitation skills for
better meetings
At least one “aha” moment

Acquire tool/s to use in meetings
Appetite to learn more on facilitation

Excitement, Satisfaction
Some Working Agreement
If you want to be here
act like you want to be here
Consensus, Not Democracy
Hell Yes! O.K
No Way!

New Idea
More Working Agreements Examples:
The team starts and ends the day together
Being on time is critical
The team stays 100% committed and 100% focused, no
interruptions
All wireless devices on silent mode
No room for finger pointing
No veto power from outside the team
It’s your responsibility to say when you object or disagree
What I say in the room stays in the room
Hand up and silence
TABLE OF CONTENTS
Introduction +
Facilitation vs. Coaching
Basic facilitation principles
Visualization Tips
Facilitation in scrum
ceremonies
Q&A + feedback
This is my Life :)
FACILITATIONFACIL
FACILITATIONFACIL
Facilitation Definition
The act of helping other people
to deal with a process without

getting directly involved in the
process, discussion, etc.
Coaching Definition
A form of personal development:
The act of helping others to learn
their way in achieving a specific
personal or professional goal
Coaching vs. Facilitation

Why does it matter?
4 Principles to start with:
EnthusiasmBoundaries
Time 

BoxingBe prepared
Be Prepared
Purpose
Outcomes
Impact
Help participants improve their facilitation skills for
better meetings
At least one “aha” moment

Acquire tool/s to use in meetings
Appetite to learn more on facilitation

Excitement, Satisfaction
Set the Stage
Good Practice:
• Time box agenda
• Parking Lot board
• Working Agreement to start with
• Be on time
Questions Bank - before the meeting
Who should participate? (Get the whole system)
Where? Seating arrangements
What is the desired duration of the meeting?
Physical accessories: white board, projector, special (e.g.
planning poker cards)
What activities are suitable to “explore the whole elephant”?
Prerequisites (e.g. prioritized backlog)
Which meeting structure to use? (e.g. 5 steps)
During the Meeting - Feel the Room
Is everyone participating actively?
What can everyone agree on? 

(handle disagreements later)
Let people have active roles during the meeting
Is there any silent disagreement? cynicism?
Who is dominant in the group?
Who is withdrawn?
Who looks bored?
Make room for all views
Control what you can; Let go everything else
What do we want?
People behave according to goals
What can’t we control?
People’s behavior
What can we control?
Setting, purpose, boundaries, preparation, …
EXERCISE What can you
control before
the meeting
starts?
BE PREPAREDCreate a setting for success
1) Purpose 2) Outcomes 3) Decisions
4) Questions 5) Impact 6) Set the Stage
1) Purpose
4) Questions
2) Outcomes 3) Decisions
5) Impact 6) Set the Stage
Boundaries
Boundaries
Gives you sense of self
Enables to decide how you want to be treated by others
Enables to make decisions that serve and support you
Helps to prevent double bind situation
Creates mutual language
Why?
“Freedom within Boundaries”
Boundaries
DoD (Definition of Done)
DoA (Definition of Awesome)
Working Agreements
Sprint / Release / Other time boxes
Using phrases as indicators
Examples:
Time Boxing
Time Boxing
Allocate a certain amount of time to an activity in advance
Visual
Plan in advance
Focus
End time box: “hard” vs. “soft”
EXERCISE - NEXT #APIL MEETUP
Come up with the next meetups
In each group:
- Discussion lead
- Time keeper
- Presenter
- Note taker
EXERCISE - NEXT #APIL MEETUP
Let’s Review
Reflection
5 steps Facilitation:
OPENING GATHER DATA
DECIDE WHAT TO DO CLOSING
GENERATE INSIGHTS
Enthusiasm
Enthusiasm
It’s contagious
If you are not enthusiastic - how can you expect it from
others?
You are the “salesperson” - do you believe in what you are
selling?
Reduce cynicism
Why?
“Lead by example”


TILL YOU MAKE IT!
Option #1: Fake it
How it feels like
Option #2: Learn
10 VISUALIZATION
TIPS TO BOOST 

EFFECTIVENESS
Why visualization tips?
A white house with a door and
a yellow matt. A rectangle
window right to the door. The
roof is triangular but not
symmetric. There is a chimney
on the right side of the roof,
blowing smoke. The sun is
shining above the roof, left to
the house, and there is grass
around the house. A brown
picked fence on its right side
missing a board in the middle.
HOUSE #1
A white house with a door. A
rectangle window right to the
door split into 3 rectangles. The
roof is triangular but not
symmetric. There is a chimney
on the right side of the roof,
blowing smoke. The sun is
shining above the roof, left to
the house and is partially
clouded, and there is grass
around the house. A brown
picked fence on its right.
HOUSE #2
Tip #1:

Igniting collaboration by visualizing prioritization
PBI a
PBI b
PBI c
PBI d
PBI e
PBI f
Criteria 1 Criteria 2 Criteria 3 Criteria 4 Grade
++ + 0 +
0 0 ++ +++
0 ++ ++ +
+++ 0 + +
+ + ++ ++
+ ++ +++ +
Tip #1:

Igniting
collaboration
by visualizing
prioritization
Tip #2:

Talking in
the air?
Tip #2:

Talking in
the air? 



Draw it 

if you care!
A white house with a door
and a yellow matt. A
rectangle window right to the
door. The roof is triangular but
not symmetric. There is a
chimney on the right side of
the roof, blowing smoke. The
sun is shining above the roof,
left to the house, and there is
grass around the house. A
brown picked fence on its
right side missing a board in
the middle.
HOUSE #1
Tip# 3: 

Getting (the right) things done
Tip# 3: 

Getting (the right) things done
Tip# 4: 

Using statistics
to adapt logistics
Days
Tip# 4: 

Using
statistics
to adapt
logistics
Tip#5:

Making the bigger picture appealing
Plan
New
Tip#6:

Challenging 

assumptions
Tip #7:

Sticking to colors
Tip #8:

Mapping constrains to visualize alternatives
Tip #9:

Clearing 

a mental fog
Tip #9:

Clearing 

a mental fog
Tip #10:

Delegating

meeting 

facilitation
500 Euro worth of 

Beyblades Not in

use!
SCRUM PROCESS OVERVIEW
3 Roles:
Product owner
Scrum Master
Team
4 Ceremonies :
Sprint Planning
Daily
Sprint review
Retrospective
3 Artifacts:
Product Backlog
Sprint Backlog
Burndown Charts
How would you prepare for the following
ceremonies?

- Refinement (PBR)
- Sprint Review
- Retrospective
- Planning
- Daily Scrum
Product Backlog
Refinement = Grooming
1. Purpose
2. Outcomes
3. Impact
Refine the product backlog for the next 2-3 sprints
All refined PBIs are viable, estimated, clear and can
be “Done” by the dev team within one Sprint
Excited (or at least engaged), committed for the
goal, worth time spent, trustful
Fishbowl
Role play - if you were him, explain what made you think
that?
Talking stick 

(+ Perfection Game)
Match 

estimation-technique/s 

to the situation
Fishbowl Discussion
In the aquarium, only 2 fish can “swim” together
Whenever a new fish jumps into the aquarium another fish
must jump out
All the people staring at the aquarium must be silent in
order to hear the fish talking :)
Planning
1. Purpose
2. Outcomes
3. Impact
Part 1: Teams own their Sprint Backlog based on their
recent experience
Part I: List of top PBIs based on velocity; Part II: Visualize
breakdown of these PBIs and confirm feasibility of plan
Teammates energized, committed, accountable for
their plan
Planning part 1: 



- Sticky notes on a wall standing up

- Thought provoking questions
Planning part 2: 



- Splitting to two groups + review

- Open the code
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Simulation
BYOM
EXERCISE - BRING YOUR OWN MEETING
Purpose, Outcomes, Impact, Preparation
In each group:
- Discussion lead
- Time keeper
- Presenter
- Note taker
EXERCISE - BRING YOUR OWN MEETING
Let’s Review
Daily Scrum
Please Download and open Kahoot:
Daily
1. Purpose
2. Outcomes
3. Impact
Inspect and adjust work until end of sprint
Share bottlenecks, problems and dependencies;
Visual board/s and Burndown chart/s are updated
Sense of shared responsibility and accountability
for remaining work
Who starts? Remain silent!

Step 2: Randomly or recommended - 

When appropriate: Based on priority of PBIs
A Game
Suggest the team to do daily before 

lunch time
Avoid eye contact
Burndown chart
Litmus Paper
Daily Probing Questions
Progress:
1. Is any of our work invisible?
2. Is anyone assigned too many tasks?
3. Should we act on backlog items “owned” by absent team
members?
4. Are there backlog items that we can unblock?
5. Are there backlog items we expected to finish by now?
6. Are there any bottlenecks in the queues (WiP is exceeded)?
Daily Probing Questions
Looking forward:
1. Is there a demand for backlog refinement (grooming)?
2. Are upcoming backlog items blocked somehow?
3. Are we clear about what's next?
4. Are we doing everything we can to minimize waiting
time?
Daily - another option: Game
Challenge the team with a game:

One team member observe the daily stand up from aside 

If she/he is able to identify a problem that others didn’t notice
she/he wins!

The winner can select one thing that all the team member will
must do and take a video of that (e.g. dance crazy)
Sprint Review
Show & Tell
Bazaar Review
1. Purpose
2. Outcomes
3. Impact
Get a real sense of what was achieved
Feedback on working software delivered during the
sprint
Ownership of results; Sense of pride when it’s good;
Sense of shame when it’s not
• Review with vs. Demo to
• No slideware! Always prefer working software
• Encourage teammates to present
• Sprint Bazaar - a self organized, teammates-led way to
review
• Show only Done-Done work
• Get the whole system in - invite others outside the team

Sprint Retrospective
‘The greatest enemy of great is good enough’
1. Purpose
2. Outcomes
3. Impact
Tune and adjust in order to become more effective
One or two S.M.A.R.T experiments
Sense real teamwork; Re-energized, Optimistic
Brainstorming rules:
• Suspend judgment
• Encourage wild ideas
• Quantity not quality
• Build on other ideas
• Use magic wand
Suggest the worst idea ever!!!!
The facts, just the facts
Brightness and optimism. explore the positives
Signifies feelings, hunches and intuition
creativity; the possibilities, alternatives, and new
ideas
Judgment - why something may not work. Spot the
difficulties and dangers;
The facilitator
Dot Voting
Good practice: 3 dots per person
If there are more than 10 issues:





Dots = #issues/3 (round up)
RETROSPECTIVE
If you cannot avoid offshore teams..
Real time board
Lino
Go reflect
Facilitation skills
• An active, unbiased, member of learning process
• Intervene in a way that adds creativity to a discussion
• Following an agreed agenda
• Time keeping
• Flexible
• Assertive
• Challenge assumptions
• Have fun
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Mastering the Art of Facilitation

  • 1. MASTERING THE ART OF FACILITATION Like us: 
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  • 5. Purpose Outcomes Impact Help participants improve their facilitation skills for better meetings At least one “aha” moment
 Acquire tool/s to use in meetings Appetite to learn more on facilitation
 Excitement, Satisfaction
  • 6. Some Working Agreement If you want to be here act like you want to be here
  • 7. Consensus, Not Democracy Hell Yes! O.K No Way!
 New Idea
  • 8. More Working Agreements Examples: The team starts and ends the day together Being on time is critical The team stays 100% committed and 100% focused, no interruptions All wireless devices on silent mode No room for finger pointing No veto power from outside the team It’s your responsibility to say when you object or disagree What I say in the room stays in the room
  • 9. Hand up and silence
  • 10. TABLE OF CONTENTS Introduction + Facilitation vs. Coaching Basic facilitation principles Visualization Tips Facilitation in scrum ceremonies Q&A + feedback
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  • 16. This is my Life :)
  • 19. Facilitation Definition The act of helping other people to deal with a process without
 getting directly involved in the process, discussion, etc.
  • 20. Coaching Definition A form of personal development: The act of helping others to learn their way in achieving a specific personal or professional goal
  • 22. 4 Principles to start with: EnthusiasmBoundaries Time 
 BoxingBe prepared
  • 24. Purpose Outcomes Impact Help participants improve their facilitation skills for better meetings At least one “aha” moment
 Acquire tool/s to use in meetings Appetite to learn more on facilitation
 Excitement, Satisfaction
  • 25. Set the Stage Good Practice: • Time box agenda • Parking Lot board • Working Agreement to start with • Be on time
  • 26. Questions Bank - before the meeting Who should participate? (Get the whole system) Where? Seating arrangements What is the desired duration of the meeting? Physical accessories: white board, projector, special (e.g. planning poker cards) What activities are suitable to “explore the whole elephant”? Prerequisites (e.g. prioritized backlog) Which meeting structure to use? (e.g. 5 steps)
  • 27. During the Meeting - Feel the Room Is everyone participating actively? What can everyone agree on? 
 (handle disagreements later) Let people have active roles during the meeting Is there any silent disagreement? cynicism? Who is dominant in the group? Who is withdrawn? Who looks bored? Make room for all views
  • 28. Control what you can; Let go everything else What do we want? People behave according to goals What can’t we control? People’s behavior What can we control? Setting, purpose, boundaries, preparation, …
  • 29. EXERCISE What can you control before the meeting starts?
  • 30. BE PREPAREDCreate a setting for success 1) Purpose 2) Outcomes 3) Decisions 4) Questions 5) Impact 6) Set the Stage 1) Purpose 4) Questions 2) Outcomes 3) Decisions 5) Impact 6) Set the Stage
  • 31.
  • 33. Boundaries Gives you sense of self Enables to decide how you want to be treated by others Enables to make decisions that serve and support you Helps to prevent double bind situation Creates mutual language Why? “Freedom within Boundaries”
  • 34. Boundaries DoD (Definition of Done) DoA (Definition of Awesome) Working Agreements Sprint / Release / Other time boxes Using phrases as indicators Examples:
  • 36. Time Boxing Allocate a certain amount of time to an activity in advance Visual Plan in advance Focus End time box: “hard” vs. “soft”
  • 37. EXERCISE - NEXT #APIL MEETUP Come up with the next meetups In each group: - Discussion lead - Time keeper - Presenter - Note taker
  • 38. EXERCISE - NEXT #APIL MEETUP Let’s Review
  • 40. 5 steps Facilitation: OPENING GATHER DATA DECIDE WHAT TO DO CLOSING GENERATE INSIGHTS
  • 41.
  • 43. Enthusiasm It’s contagious If you are not enthusiastic - how can you expect it from others? You are the “salesperson” - do you believe in what you are selling? Reduce cynicism Why? “Lead by example”
  • 44. 
 TILL YOU MAKE IT! Option #1: Fake it
  • 45. How it feels like Option #2: Learn
  • 46. 10 VISUALIZATION TIPS TO BOOST 
 EFFECTIVENESS
  • 48. A white house with a door and a yellow matt. A rectangle window right to the door. The roof is triangular but not symmetric. There is a chimney on the right side of the roof, blowing smoke. The sun is shining above the roof, left to the house, and there is grass around the house. A brown picked fence on its right side missing a board in the middle. HOUSE #1 A white house with a door. A rectangle window right to the door split into 3 rectangles. The roof is triangular but not symmetric. There is a chimney on the right side of the roof, blowing smoke. The sun is shining above the roof, left to the house and is partially clouded, and there is grass around the house. A brown picked fence on its right. HOUSE #2
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  • 51. Tip #1:
 Igniting collaboration by visualizing prioritization PBI a PBI b PBI c PBI d PBI e PBI f Criteria 1 Criteria 2 Criteria 3 Criteria 4 Grade ++ + 0 + 0 0 ++ +++ 0 ++ ++ + +++ 0 + + + + ++ ++ + ++ +++ +
  • 54. Tip #2:
 Talking in the air? 
 
 Draw it 
 if you care!
  • 55. A white house with a door and a yellow matt. A rectangle window right to the door. The roof is triangular but not symmetric. There is a chimney on the right side of the roof, blowing smoke. The sun is shining above the roof, left to the house, and there is grass around the house. A brown picked fence on its right side missing a board in the middle. HOUSE #1
  • 56. Tip# 3: 
 Getting (the right) things done
  • 57. Tip# 3: 
 Getting (the right) things done
  • 58. Tip# 4: 
 Using statistics to adapt logistics
  • 60. Tip#5:
 Making the bigger picture appealing
  • 63. Tip #8:
 Mapping constrains to visualize alternatives
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  • 71. 500 Euro worth of 
 Beyblades Not in
 use!
  • 72.
  • 73. SCRUM PROCESS OVERVIEW 3 Roles: Product owner Scrum Master Team 4 Ceremonies : Sprint Planning Daily Sprint review Retrospective 3 Artifacts: Product Backlog Sprint Backlog Burndown Charts
  • 74. How would you prepare for the following ceremonies?
 - Refinement (PBR) - Sprint Review - Retrospective - Planning - Daily Scrum
  • 76. 1. Purpose 2. Outcomes 3. Impact Refine the product backlog for the next 2-3 sprints All refined PBIs are viable, estimated, clear and can be “Done” by the dev team within one Sprint Excited (or at least engaged), committed for the goal, worth time spent, trustful
  • 77. Fishbowl Role play - if you were him, explain what made you think that? Talking stick 
 (+ Perfection Game) Match 
 estimation-technique/s 
 to the situation
  • 78. Fishbowl Discussion In the aquarium, only 2 fish can “swim” together Whenever a new fish jumps into the aquarium another fish must jump out All the people staring at the aquarium must be silent in order to hear the fish talking :)
  • 80. 1. Purpose 2. Outcomes 3. Impact Part 1: Teams own their Sprint Backlog based on their recent experience Part I: List of top PBIs based on velocity; Part II: Visualize breakdown of these PBIs and confirm feasibility of plan Teammates energized, committed, accountable for their plan
  • 81. Planning part 1: 
 
 - Sticky notes on a wall standing up
 - Thought provoking questions Planning part 2: 
 
 - Splitting to two groups + review
 - Open the code
  • 82. Like us: 
 Visit: 
 Follow me:
 Tweet: 
 www.facebook.com/PracticalAgile 
 www.practical-agile.com
 @Linkedin
 @PracticalAgile1
 Simulation BYOM
  • 83. EXERCISE - BRING YOUR OWN MEETING Purpose, Outcomes, Impact, Preparation In each group: - Discussion lead - Time keeper - Presenter - Note taker
  • 84. EXERCISE - BRING YOUR OWN MEETING Let’s Review
  • 86. Please Download and open Kahoot: Daily
  • 87. 1. Purpose 2. Outcomes 3. Impact Inspect and adjust work until end of sprint Share bottlenecks, problems and dependencies; Visual board/s and Burndown chart/s are updated Sense of shared responsibility and accountability for remaining work
  • 88. Who starts? Remain silent!
 Step 2: Randomly or recommended - 
 When appropriate: Based on priority of PBIs A Game Suggest the team to do daily before 
 lunch time Avoid eye contact Burndown chart Litmus Paper
  • 89. Daily Probing Questions Progress: 1. Is any of our work invisible? 2. Is anyone assigned too many tasks? 3. Should we act on backlog items “owned” by absent team members? 4. Are there backlog items that we can unblock? 5. Are there backlog items we expected to finish by now? 6. Are there any bottlenecks in the queues (WiP is exceeded)?
  • 90. Daily Probing Questions Looking forward: 1. Is there a demand for backlog refinement (grooming)? 2. Are upcoming backlog items blocked somehow? 3. Are we clear about what's next? 4. Are we doing everything we can to minimize waiting time?
  • 91. Daily - another option: Game Challenge the team with a game:
 One team member observe the daily stand up from aside 
 If she/he is able to identify a problem that others didn’t notice she/he wins!
 The winner can select one thing that all the team member will must do and take a video of that (e.g. dance crazy)
  • 92. Sprint Review Show & Tell Bazaar Review
  • 93. 1. Purpose 2. Outcomes 3. Impact Get a real sense of what was achieved Feedback on working software delivered during the sprint Ownership of results; Sense of pride when it’s good; Sense of shame when it’s not
  • 94. • Review with vs. Demo to • No slideware! Always prefer working software • Encourage teammates to present • Sprint Bazaar - a self organized, teammates-led way to review • Show only Done-Done work • Get the whole system in - invite others outside the team

  • 95. Sprint Retrospective ‘The greatest enemy of great is good enough’
  • 96. 1. Purpose 2. Outcomes 3. Impact Tune and adjust in order to become more effective One or two S.M.A.R.T experiments Sense real teamwork; Re-energized, Optimistic
  • 97. Brainstorming rules: • Suspend judgment • Encourage wild ideas • Quantity not quality • Build on other ideas • Use magic wand Suggest the worst idea ever!!!!
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  • 100. The facts, just the facts Brightness and optimism. explore the positives Signifies feelings, hunches and intuition creativity; the possibilities, alternatives, and new ideas Judgment - why something may not work. Spot the difficulties and dangers; The facilitator
  • 101. Dot Voting Good practice: 3 dots per person If there are more than 10 issues:
 
 
 Dots = #issues/3 (round up)
  • 102. RETROSPECTIVE If you cannot avoid offshore teams.. Real time board Lino Go reflect
  • 103. Facilitation skills • An active, unbiased, member of learning process • Intervene in a way that adds creativity to a discussion • Following an agreed agenda • Time keeping • Flexible • Assertive • Challenge assumptions • Have fun
  • 106. “THE VALUE OF AN IDEA LIES IN THE USING OF IT” Thomas Edison