Facilitating Collaboration: Notes on Facilitation For Experienced Collaborators


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    Combining nearly two decades of facilitating organizational transformations and workshop/meeting strategies for Fortune 25 companies, international governments and non-profit institutions, Brandon and Dan share the steps and critical approach to help you evolve from traditional facilitation to advanced collaboration. Learn directly from successful conversions at Google (the start of Google Apps) and the Arab League (22 country collaboration) as well as a regional non-profit (improving diversity) and local school (transformations). This book is not a toolkit or step-by-step guide, but moderately you must already be an experienced collaborator and facilitator. You’re going to learn directly The Facilitator’s 6 Jobs: Scoping Understanding what the client wants. Scoping an event involves clarifying what outcomes the client is seeking, how these outcomes will be put to use to achieve broader objectives, what decisions have already been taken, and what topics will not be addressed. (see Chapter 3) Working with Sponsors Building a trusting relationship with the sponsors about content. Event sponsors will only agree with an outdoor facilitator to shape critical work with a large team if he or she invests the time and care to understand the business issue at hand and the personal and political challenges faced by sponsors. (see Chapter 4) Preparation Assembling the elements – some tangible, most not – that want to be in place in order to deliver an event. Logistics and knowledge inputs account for the bulk of the tangible preparation. The intangibles consist of deep learning about the client’s issues and the elements from which imaginable solutions will be constructed. (see Chapter 5) Of course, preparation includes agenda design, which is addressed one at a time in the subsequent chapter. Designing The process of building an agenda. I intentionally choose event modules and order them to achieve specific intermediate outcomes and to create a narrative of the event. The focal point is on the process of involving clients in the design process moderately than on the design per se. (see Chapter 6) Delivery Guiding a group of participants through designed work towards a desired outcome. This is what people tend to think of when I say facilitation: standing in front of a room full of people, moderating discussion, directing work, telling stories, listening, and generally waving my arms about in the hope of orchestrating the work of a group assembled for a common purpose. (see Chapter 7) Value Capture Helping sponsors employ event outcomes to achieve desired objectives. The critical period immediately following a facilitated event is as crucial as the event itself to helping the client achieve valuable results. (see Chapter 8)

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