TIPS FOR EFFECTIVE FACILITATION
Purpose
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Agree on outcomes
upfront
Understand the root
cause(s) for the
gap/problem
Prepared
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Environment
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Create optimistic and
respectful environment
Make role clear
Instill collaboration
Ensure participants
understand each other
Plan your logistics
Select techniques that
gets everyone talking
Have an approach
and back up plan
Share agenda
•
Confidence sets up a
winning environment
Allows participants to
be comfortable with
your abilities
•
Participants
•
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•
Get participants
comfortable and
engaged
Encourage people to
participate
Keep asking questions
Management
Confidence
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•
Direction
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•
Keep meeting focused
Explore new thoughts,
if related
Transitioning to next
topic
Agree on ground rules
Take notes
Keep track of time
Help resolve conflicts
Wrap up with action
items/ next steps
Roles
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•
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Egalitarian
Orchestrator
Questioner
Listener
Validator
Mediator
Synthesizer
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