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Facilitation and Lean – What Do They Have in Common?

Helen Break, CPF, CTF As a CPF and a CTF who is currently involved in Lean Green Belt training, I have been pleasantly surprised by the number of common elements between professional facilitation and the application of Lean, which engages people to eliminate waste and improve customer service.  What follows is a sampling of what

Adapting your Facilitation Plan to the Needs of the Group

Robin Parsons had to adapt a facilitation plan several times to the evolving needs of her group, which resulted in transformational change for the group. Here is her story: In December 2017, I was working with a group (through my consulting client) that was coming together to explore a process. I had the opportunity to

Planning an Agenda Item

This process is specifically designed for planning one agenda item:  however, the basic structure can work for a whole meeting as well, adding in more tools for each stage. The basic structure follows the ORID thinking process to develop clarity, insight, and consensus. A worksheet is available in our Meetings that Work course. Articulate the

Focused Conversation for Resolving a Dispute

This focused conversation for resolving a dispute is not intended to be used "as is".  It is a template to allow you to create your own questions, using the flow.  However, one of our colleagues, faced with a client's long-standing dispute and no time to prepare, used it right from the page and his client

Working Assumptions for Creating a Positive Atmosphere

Creating a Positive Atmosphere by Sharing Working Assumptions Many years ago, I was asked to facilitate a planning retreat with a group that had taken 3 years to build enough consensus to have a consensus-building retreat. I knew this group might be challenging, so I took a long time to think through what I thought

Promoting Culturally Respectful Communication

Culturally Respectful Communication From the workshop on Facilitating Reconciliation between Settlers and Indigenous People at the IAFNAC Conference in Ottawa, May 2018 These ideas came from a group of 20 people, indigenous and settlers, Canadian and American, as well as several other nationalities, all of whom answered the question: What can we do as facilitators

Tips for Healthy Communication

TIPS FOR HEALTHY COMMUNICATION Speaking: Saying what you mean Speaking with care enables people to understand and dialogue with your ideas. Think Before You Speak Your best wisdom is not far away. Look for it before you speak. Your Voice and Body Communicate Volume, Tempo and Tone Face and posture tell a lot. Think about

Facilitating Reconciliation Between Settlers and Indigenous People

What can we do as facilitators to open dialogue and understanding among settlers and indigenous people in order to further reconciliation? This consensus workshop on reconciliation was done in a session at the IAF North America/Caribbean conference in Ottawa, May 4, 2018, led by a team of indigenous and settler facilitators. Twenty participants included indigenous

Tips for Effective Project Management Part 2

Last month we started our discussion on Tips for Effective Project Management,  focusing on the importance of Defining the Scope of Work, Designing a Meaningful Contract, Creating a Practical Schedule of Events and Defining A Positive Working Relationship. In this edition of the newsletter, we continue our discussion by bringing focus to the importance of

ToP Competency: Tips for Effective Project Management: Part 1

Dave Strong, CTF & Jerry Mings, CPF, CTF Building and maintaining a positive client relationship involves taking the time to work with a client to develop a shared understanding of what is required for a successful facilitated event or series of events. A facilitator brings a careful eye to how to build a constructive experience

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