TJD Effective Group Facilitation
TJD Effective Group Facilitation
TJD Effective Group Facilitation
Table of Contents
Page Facilitation Tips Effective Group Facilitation Some examples of task functions of Facilitators Facilitating Challenging Behaviors Facilitating Challenging Behaviors; What to Look For in Groups Process Observing Process Observer Process Observations Process Observation Checklist Trouble Shooting Tips Occupational Hazard Troubleshooting Tips Types of Personalities You May Encounter Group Management Effective Meetings More Effective Meetings: Evaluate Your Board Meeting Checklist Resources Opening Words Resources 3 4 10 11 13 17 18 19 20 21 22 23 25 26 31 32 33 34 35 38
Facilitation Tips
I. Establish Clear Group Roles 1) The Facilitator: 1. observes the process of the group 2. focuses on facilitating the group 3. creates a safe meeting environment in which members can contribute their ideas 4. knows when and how to get others to perform the facilitating and recording function 5. balances process and content focus 2) The Members: 1. bring ideas to the group 2. are open 3. are prepared to participate 4. are prepared to share ideas 5. help to develop others' ideas 3) The Recorder: 1. puts information on the chart to create group memory
II.
The Facilitator 1) 2) 3) 4) 5) 6) 7) does not contribute ideas or evaluate the group members ideas helps members to focus energy on the task and stay on track makes sure everyone has a chance to participate defends others from personal attack is a meeting chauffeur is a process advocate who makes suggestions on how to proceed makes sure everyone is doing the same thing, in the same way, at the same time
III. How To Define Your Role "I'm here to help you develop your action plan. I won' t contribute my ideas; but I will make process suggestions. We will be working together from this point on to assure that things get done and that goals are met. It is necessary that we all commit to this plan for change."
II. Role of a facilitator A. Maintain ethical behavior: 1. Demystify the role of facilitator 2. Delegate power 3. Maintain passive role 4. Avoid performing as a psychotherapist 5. Do not use situation to satisfy your own emotional and personal needs 6. Be up front in what you are trying to accomplish B. Facilitator functions: 1. Ultimate goal is that group will accomplish task without depending on facilitator 2. Make sure someone in the group records the group activity 3. Help group perform effectively by soliciting the leadership skills and potential of ALL members 4. Make sure everyone has an opportunity to contribute to the group 5. Share your information and establish yourself as an equal with group members, NOT above them 6. Solicit feedback from group members, question members 7. Keep group members on topic of discussion 8. Interrupt major conflicts and misunderstandings 9. Offer clarifying comments
III. Stages of facilitation A. Stage One: ENTRY 1. Facilitator establishes contact with the group 2. Establishes role with the group
3. Assist in establishing group goals and ground rules Content - What people want to do Process - How people are going to do it 4. Starting the group process Entering the room Observe the individuals as they walk in the room and pick up on the non-verbal and verbal to get a feeling of how people will work with each other. Are people talking w/ each other? What are they talking about? What expressions are on their faces? Age, sex, ethnic group? Be early and waiting for them Seating arrangements Strong influence on communication and cooperation Make sure each participant can make eye contact with each other (Circle Seating Arrangement) Who sits next to whom. People talk to the person next to them. Avoid letting friends sit next to each other. Change seating arrangements with each meeting? Introduction Include your credentials - what is it about you that justifies you being there Personal Information? Set the stage for the egalitarian atmosphere by presenting yourself as a person too Introduction of the group Learn the participants names Why did they want to be involved with this program? What are their expectations for the program? Other activities from your personal experience that have worked Clarifying roles Tell the participants what you view your role as being, demystify role Recorder - Can be a group member or the facilitator Participants - Egalitarian participation, share leadership, tell them what you expect of them, what do they expect of each other Agreement of plan Set an agenda for the meeting What are their wants and needs? B. Stage Two: OBSERVATION & LISTENING 1. Observe how the group functions: Communication patterns Power issues Personal behaviors 2. Identify group and individual needs and expectations Restlessness Silence Do people look at you? At each other? Posture 1994 AT&T and Transformed, Inc. 6
3. Identify what stage the group is in 4. Listening: Do not immediately evaluate Understand others' perspectives Ask questions What you think is not the focus C. Stage Three: INTERVENTION 1. Where is the group now? 2. Where does the group want to be? 3. What barriers, externally and internally, will keep the group from getting what they want? 4. What is the plan of action that overcomes these barriers to get what is wanted? 5. Questions are important Avoid leading questions Phrase questions in a positive manner State conclusions as your own and then ask group to respond D. Stage Four: TASK ACCOMPLISHMENT 1. Help group rely on themselves 2. Follow through with the plan of action 3. Reflective behaviors/ Feedback Specific rather than general: "You did a good job of putting the agenda together", instead of "'You're good with people" Tentative rather than absolute: "You seem uncomfortable interacting with the group", instead of "You don't get along with anyone" Informing rather than commanding: "I haven't finished yet", instead of "Stop interrupting me" Suggesting rather than directing: "Have you considered dividing into sub-committees?", instead of "Divide into sub-committees" Tied to behavior rather than abstract: "You do not include everyone in the discussion", instead of "You need attention"
IV. Team Developme nt Stages A. Stage One: FORMING 1) Task dimension: Focus in on orientation of group members Questioning Why are we here? What are we supposed to do? How are we going to get it done? What are our goals? 2) Relationship dimension: Must resolve dependency issues (dependence on facilitator and/or leader) for Structure Ground rules Establish agenda Individuals feel inadequate, tentative, watchful, superficial Difficult to look beyond immediate needs 3) Climate: More suspicious than trusting; tentative
B. Stage Two: STORMING 1. Task dimension: - Focus in on organizational concerns Who is going to be responsible for what? What are going to be the work rules? Limits? - Organizational concerns reflect interpersonal conflict over Leadership, structure, power, authority, responsibility - Members take a stand and issues become polarized - Winning may become a focus to establish influence and prestige in group 2. Relationship dimension: - Interpersonal conflict Authority, dependency, rules, agenda - Extremely critical phase Avoidance and denial will lead to disintegration and slower development Admittance and discussion will lead to cohesiveness and problem solving - Individual concerns Being liked and accepted Establishing personal recognition and influence 3. Climate: Tense, conflictive, tentativeness is gone, situation is more real
C. Stage Three: NORMING 1. Task dimension: - Openness with regard to task - Significant work achievement with brief periods of task abandonment - Issues may be over discussed with difficulty making decisions 2. Relationship dimension: - Beginning sense of "groupness" by sharing ideas, feelings - Give and solicit feedback - Share information related to the task - People feel good about being a part of the group - Competitiveness is played down 3. Climate: Honesty and openness are encouraged with subtle pressure to NOT break down the harmony of the group. Tension may be felt over issues discussed, but tension does not increase. D. Stage Four: PERFORMING 1. Task dimension: - Marked by problem solving and consensual decision making, followed by action - Minority points of view are solicited, accepted and understood - Seek outside and inside opinions - Hidden agendas disappear, group tasks are well defined, with high commitment - Shared leadership - Greater participation through division of labor 2. Relationship dimension: - Marked by interdependence and mutual influence - Members can work alone, in sub- groups, or as a unit - Collaboration 3. Climate: Free, accepting, easily communicate personal attitudes. Periods of conflict and tension still exist
E. Group Dynamics 1. Effective groups work through tensions and conflict. 2. Return to earlier stage may be triggered by a crisis, new member, new idea. 3. Not all groups reach to final stage
F. Getting discussion started 1. Everyone should know what the discussion is about and the reason for having it 2. Give participants room to be involved 3. Be a model - If discussion calls for personal examples provide one in a relaxed tone 4. Use questions to stimulate discussion 5. Listing - Brainstorm and then list all ideas 6. Go around the room - Ask each person for a response 7. Write things down - Recorder 8. Relate discussion to people's experiences - The more people rela te to a topic the more they will participate 9. Use humor to break the tension/silence if appropriate 10. Trust your intuition
G. Facilitating during discussion 1. Equalize participation 2. Keep on the subject 3. Clarify and interpret and then ask for responses 4. Summarize, let the group hear where you think they are or what they have done 5. Pacemaking - Slow them down or speed them up if necessary
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Regulating
Informing
Supporting
Evaluating
Summarizing
In discussing TASK functions, Paul Hersey and Ken Blanchard mention the following: Goal-Setting Organizing Setting Time Lines Directing Controlling
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Why
Aggressive, argumentative personality. Gets satisfaction from needling others.
Suggested Response(s)
Hold your own temper. Dont let others get excited. Try to find merit in one of his/her pointsexpress your agreement and move on to something else. When he/she makes an obvious misstatement of facts, toss it to the group and let them correct him/her. Wait until he/she takes a breath; thank him/her; refocus attention on the subject; and then move on. Slow him/her down with some difficult questions. Or jump in with: Thats an interesting pointnow lets see what the group thinks. Generally, you should avoid solving their problems for them. Point out your view is relatively unimportant compared to the view of the people at the workshop. Dont let this become a phobia. There are times when you mustand shouldgive a direct answer. Before you do so, try to determine their reason to asking your view. Say, First, lets get some other opinionsJoe, how do you look upon this point? (Select a group member to reply.
Overly Talkative
Youll find this person is usually one of four types: An eager beaver; A show-off Exceptionally wellinformed and anxious to show it; or Just plain talkative
Trying to put you on the spot. Trying to have you support one view. May be simply looking for your advice.
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Suggested Response(s) If bored, find his/her interest by asking for his/her opinion. If indifferent, irritate him/her for a moment by tossing a provocative query. If the superior type, ask for his/her view after indicating the respect held for experience (Dont overdo this and have the group resent it.) If timid or insecure, compliment him/her the first time he/she does talk. BE SINCERE. Cut across him/her tactfully by questioning others. Thank him/her, suggest We put others to work. Use him/her for summarizing. When he/she stops for breath, thank him/her attention by restating the relevant points, and move on. Grin, tell him his point is interesting and in friendly manner, indicate we are a bit off the subject. Last resort, glance at watch.
Quick; Helpful
Rambler
Talks about everything except subject. Uses far- fetched analogies; gets lost.
Why Sometimes differences of opinion get too sharp. In other cases, two people just dont get along. Can divide your group into factions.
Suggested Response(s) Emphasize points of agreement, minimize points of disagreement (if possible.) Draw attention to objective(s). Cut across with direct question on topic. Bring sound member into discussion. Frankly, ask that personalities be omitted. Throw his/her view to the group; have group members straighten him/her out. Tell him time is short, youll be glad to discuss it later; ask him/her to accept group view point for the moment. Take blame: Something I said must have led you off the subject. This is what we should be discussing (rest point or use the flip chart, etc.) Dont say what youre trying to say is this. Say, Youre saying then that Twist his/her ideas as little as possible, have them make sense. Check back for agreement.
Obstinate
Wrong Subject
Inarticulate / Wrong
Lacks ability to put thoughts in proper words. He/she is getting idea but cant convey it. He/she needs help.
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Suggested Response(s) Say, I can see how you feel or Thats one way of looking at it. Say, I can see your point, but can we reconcile that with (true situation)? Ask him/her to resolve the objection he/she raises. Dont embarrass them. Call one by name, ask him/her an easy question. Call one by name, then restate last opinion expressed or last remark made by group member, and ask his/her opinion of it. If on the subject: Point out that the purpose of a workshop is to find better ways to do things by constructive cooperation. In some cases, it works to have a member of the group answer instead of you. If off the subject: Indicate youll talk to him/her later.
Against everything May be related to subject. May be persona l. Distracts members and you.
Griper
May have a pet peeve; for the sake of complaining; or in some cases has a legitimate complaint.
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Process Observing
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Process Observer
There are three roles in facilitation: 1. in the midst of the circle- leading. 2. sitting in the circle- participant. 3. standing outside of the circle observer The Process Observer does not participate or lead but watches the process and keeps time. According to those who have worked with a Process Observer, an outside person works better than one from within the society fo r which you are leading a retreat. If that is not possible, you might have a person be the P.O. for the morning, another for the afternoon, etc. A Process Observation Check List (what to follow to give feedback on) supplied by Malcom Warren Time Keeping Gate Keeping Clarifying Checking Polling Supporting Sensing Air Time Comfort Management Closures
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How did we allow for differences like height differences, personality differences etc.?
Respectful communication
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Occupational Hazard
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TROUBLESHOOTING TIPS
Action Stands up and threatens to leave Response Use a calm voice and gestures to encourage the person to rejoin the session. Use a calm firm voice to regain control; ask the person to leave the room until s/her calms down; remind group members to address each other respectfully and about ground rules. Be caring, dont ignore group member. Pass tissues and always have some available. Repeat the ground rules; use body language to block interruptions i.e., hold your hand up, a glance of disapproval if repeated. Enumerate the issues and options as you understand them and let the person know they have choices and now you need to move on. Im sorry we need the benefit of what youre saying. Im going to ask each of you to speak one at a time. Im confused about what youre saying. Are you saying or exactly what do you mean when you say? What are you thinking right now? (or) What do you need right now? Use reframing or ask person to restate using neutral language and remind about ground rules. Do not get embroiled in these kinds of questions: ignore the comment or quickly refocus conversation. Eg. I have, but lets hear from some others
Starts to cry
Tries to ally with you (Havent you had to consider what steps may have to be taken regarding your own parents?)
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Tries to attack your authority or impartiality (How can you be neutral when you work here?)
Respond candidly to questions and cite your belief that you can be impartial and that you do care about group members and breathe! Say I feel uncomfortable with your sharing this information and so and so is not present. I (want, need, would like) your undivided attention.
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GROUP MANAGEMENT
TYPES OF PERSONALITIES YOU MAY ENCOUNTER
How He Acts Professional Heckler Why Aggressive, argumentative personality. Gets satisfaction from needling others. What to Do Hold your own temper. Dont let others get excited. Try to find merit in one of his/her pointsexpress your agreement and move on to something else. When he/she makes an obvious misstatement of facts, toss it to the group and let them correct him/her. Wait until he/she takes a breath; thank him/her; refocus attention on the subject; and then move on. Slow him/her down with some difficult questions. Or jump in with: Thats an interesting pointnow lets see what the group thinks. If on the subject: Point out that the purpose of a workshop is to find better ways to do things by constructive cooperation. In some cases, it works to have a member of the group answer instead of you. If off the subject: Indicate youll talk to him/her later.
Overly Talkative
Youll fund this person is usually one of four types: An eager beaver; A show-off Exceptionally wellinformed and anxious to show it; or Just plain talkative May have a pet peeve; for the sake of complaining; or in some cases has a legitimate complaint.
Griper
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Why Trying to put you on the spot. Trying to have you support one view. May be simply looking for your advice.
What to Do Generally, you should avoid solving their problems for them. Point out your view is relatively unimportant compared to the view of the people at the workshop. Dont let this become a phobia. There are times when you mustand shouldgive a direct answer. Before you do so, try to determine their reason to asking your view. Say, First, lets get some opinionsJoe, how do you look upon this point? (Select a group member to reply. If bored, around his/her interest by asking for his/her opinion. If indifferent, irritate him/her for a moment by tossing a provocative query. If the superior type, ask for his/her view after indicating the respect held for experience (Dont overdo this and have the group resent it.) If timid or insecure, compliment him/her the first time he/she does talk. BE SINCERE.
Wont Talk
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Why Really trying to help. Actually, makes it difficult; keeps others out.
What to Do Cut across him/her tactfully by questioning others. Thank him/her, suggest We put other to work. Use him/her for summarizing. When he/she stops for breath, thank him/her attention by restating the relevant points, and move on. Grin, tell him his point is interesting and in friendly manner, indicate we are a bit off the subject. Last resort, glance at watch. Emphasize points of agreement, minimize points of disagreement (if possible.) Draw attention to objective(s). Cut across with direct question on topic. Bring sound member into discussion. Frankly, ask that personalities be omitted. Throw his/he view to the group; have group members straighten him/her out. Tell him time is short, youll be glad to discuss it later; ask him/her to accept group view point for the moment. Take blame: Something I said must have led you off the subject. This is what we should be discussing (rest point or use the flip chart, etc.)
Rambler
Talks about everything except subject. Uses far- fetches analogies; gets lost.
Personality Clash
Sometimes differences of opinion get too sharp. In other cases, two people just dont get along. Can divide your group into factions.
Obstinate
Wrong Subject
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Why May be related to subject. May be personal. Distracts members and you.
What to Do Dont embarrass them. Call one by name, ask him/her an easy question. Call one by name, then restate last opinion expressed or last remark made by group member, and ask his/her opinion of it. Dont say what youre trying to say is this. Say, Youre saying then that Twist his/her ideas as little as possible, have them make sense. Check back for agreement. Say, I can see how you feel or Thats one way of looking at it. Say, I can see your point, but can we reconcile that with (true situation)? Say, Sorry, I wasnt clear. What I meant was Ask group, How do the rest of you feel about this? Ask him/her to resolve the objection he/she raises. Keep your own temper firmly in check...dont let group get excited either. Honestly try to find merit in one of his points express your agreement (orb get the group to do so) then move on to something else. When he makes an obvious misstatement, toss it to grouplet them turn it down.
Inarticulate Wrong
Lacks ability to put thoughts in proper words. He/she is getting idea but cant convey it. He/she needs help.
Definitely Wrong
Against everything Combative personalityprofessional heckler Or May be normally good natured but upset by personal problems.
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Side Conversationalist
As a last resort, talk to him privately during a recesstry to find out whats bothering himsee if you can win his cooperation. Dont embarrass himbut call him by name and ask an easy question. Call him by name, then restate the last opinion expressed or last remark, and ask his opinion of it. Get the conversationalist into the act.
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Effective Meetings
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MEETING CHECKLIST
Who responsible ______________ PUBLICITY/PROMOTIONS/NOTIFYING By when Notices to whom Phone calls __________ _______ ______________ _________ __________ AGENDA AND RESOURCE MATERIALS copies of agenda ___________ __________ previous minutes, com. rep. ___________ __________ RESPONSIBILITIES BEFORE THE MEETING leadership assignments ___________ __________ record keeping ___________ __________ MEETING SPACE size, shape, room set up ___________ __________ location, transportation ___________ __________ heating, AC, ventilation ___________ __________ EQUIPMENT & SUPPLIES FOR THE MEETING tables (number, size & shape) ___________ __________ chairs (comfort and number) ___________ __________ newsprint, tape recorder, pencils ___________ __________ name tags, tents ___________ __________ copies of previous mins/reports ___________ __________ JUST BEFORE THE MEETING seating arrangement ___________ equipment (easels, screens, etc.) ___________ materials (paper, pens, etc.) ___________ refreshments ___________ agenda available ___________ AT THE MEETING facilitation, running ___________ documentation recording ___________ operation of equipment ___________ process review, stop sessions ___________
______________ ______________
______________ ______________
______________ ______________
END OF MEETING AND AFTER collect unused materials ___________ __________ remind people of their commitments ___________ __________
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Resources
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Opening Words I light this flame, Symbol of our Unitarian Universalism, Reminding us that As we number our days We are the keepers of the power of wisdom; As we number our days We are the keepers of the power of love; As we number our days We are the keepers of the powers of hope; As we number our days We are the keepers of the powers of joy.
Opening Words When we walk to the edge of all the light we have and take the step into the darkness of the unknown, we must believe one of two things will happen there will be something solid for us to stand on, or we will be taught how to fly. Patrick Overton
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Opening Words We pause this hour to honor the Spirit and to accept ourselves as fragile humans, equally full of nobility and strength. We gather weary of lifes trials and cheered by infinite possibilities for loves grace. We meet with smiles and glad voices for old friends and new every stranger a gift of potential friendship. We rejoice in the keen intellect and the warm heart. We remember those whose opportunities and needs our society thwarts, and we give thanks for the blessings that are ours. We praise all who extend a hand in service and those whose vision of justice commands action. We pause; We gather; We meet; We rejoice; We remember; We give thanks; We praise; We proclaim our community. Bruce Southworth
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Opening Words We are here, Come from our individual homes to this place To be among kindred spirits Who are our companions along lifes road.. We come with our wo unds and our triumphs, Our fragmented selves and our hours of wholeness, For all of who we are Is welcome in this place. We come to touch and be touched, To reach across generations For we are young and old, Women and men, boys and girls together. We come seeking intimations of truth, An increasing complexity. We come to restock our store of courage and hope. We come to be enfolded in the arms of love, The source and calling of life. Ann Tyndall
Opening Words Look to this day! For it is life, the very life of life. In its brief course lie all the verities And realities of your existence: The bliss of growth, The glory of action, The splendor of beauty: For yesterday is but a dream, And tomorrow is only a vision; But today, well lived, makes every Yesterday a dream of happiness And every tomorrow a vision of hope. Look well, therefore, to this day. The Exhortation of the Dawn Kalidasa
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Resources:
Amabile, Laurel, Dori Davenport and Cindy Leitner. Covenanting for Excellence in Religious Education: Facilitator Handbook. LREDA,. 2002. Bolton, Robert. People Skills: How to Assert Yourself, Listen to Others and Resolve Conflict. Simon and Schuster, New York. 1986. Doyle, Michael and David Straus. How to Make Meetings Work. Berkley Books, New York. 1993. Hunter, Beverly and Taylor Hunter. The Art of Facilitation: The Zen of Groups. Kaner, Stan et al. Facilitators Guide to Participatory Decision-Making. New Society Publishers, Gabriola Island, British Columbia. 1996. Korberg, Don and Jim Bagnall. The Revised, All New Universal Traveler. William Kaufman, Inc. Los Altos, CA. 1981. Schwarz, Roger M. The Skilled Facilitator: Practical Wisdom for Developing Effective Groups. Jossey-Bass Publishers, San Francisco, CA. 1994.
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