Facilitating

Facilitating a group increases the effectiveness of people to align in a collaborative way, to interpret their context, and mutually identify the most valuable outcomes desired. A facilitator has the skills to create a neutral environment of openness, safety, and innovation in a group setting. 

 

Facilitation is the practical neutral craft (an informed blend of techniques and insights) of creating environments of openness, safety and innovation” (Turner, 2012).

 

A facilitator is an individual who uses self-awareness, self-management, group awareness, and group process to enable teams to access their collective intelligence in order to achieve their desired outcomes” (Acker, 2020). In other words self-mastery is as important if not more so than the tools and techniques.

 

Someone using Agile Coaching practices needs a strong foundation in Facilitation as the client often needs someone to create a constructive space in which they can broaden and deepen their thinking to where they need to go. 

 

Facilitation Mindset 

Being a Facilitator you maintain neutrality of the content being discussed, create a collaborative space, and encourage full participation of all members of the group.

 

  • Group Focus – Develop and maintain a mindset that is open, curious, flexible, and honors the group’s agenda. Demonstrate collaborative values and remain present for the group.  The processes you create in
    • Authenticity – You behave in an ethical way and have a strong belief and values system that holds the group in a non-judgemental and safe space.
    • Learning – You recognise that learning is an important part of becoming a better facilitator
    • Enabling – You develop your own skills to enable the group to learn and gain insight. 
 
  • Believe in the group -The group is creative, resourceful and whole and, with the right focus, has the answers to meet the outcome for themselves without external support.
    • Neutrality –  You respect the perspective of each person in the group and their needs without judgment. 
    • Adaptability – You hold the outcome and are able to adapt to what the group needs in the moment in order to meet the agreed outcome
    • Learning – You believe that others learn best for themselves. The group is naturally resourceful and whole with unlimited potential. The group learns from its mistakes and becomes stronger. No rescuing is required.
 

Competency Level Definitions:

1 Beginner

 

 

 

 

 

 

 

1 Beginner

Group Focus

  • Discuss how a Facilitator maintains psychological safety, trust, transparency, and clarity throughout the engagement with the group.
  • Identify when a Facilitation stance is appropriate.

Believe in the Group 

  • Describe the importance of maintaining respect for people’s opinions.
  • Welcome diverse opinions. 
  • Explain why Facilitation is for the benefit of the group.

Advanced Beginner

 

 

 

 

 

 

 

 

 

 

Advanced Beginner

Group Focus

  • Describe your Facilitation stance and how it impacted the group.
  • Reflect as a facilitator and describe your impact on the group.
  • Describe how you remain ethical when facilitating.

Believe in the Group 

  • Describe why we don’t set the outcome of a session we are facilitating.
  • Explain why remaining neutral is important.
  • Articulate the importance of the statement “The group is naturally creative, resourceful, and whole, and therefore, they have the means to solve their own challenges and do not need to be fixed in any way.”

3 Practitioner

 

 

 

 

 

 

 

 

 

 

 

 

 

3 Practitioner

Group Focus

  • Analyze how you plan to improve your facilitation skills over the near future.
  • Analyze a session you facilitated and reflect on what went well and what would have worked better.
  • Guide the process for the group without leading their path and solutions.

Believe in the Group 

  • Model unconditional positive regard and always assume positive intent.
  • Demonstrate the ability to help groups believe in their potential and ability to change.
  • Demonstrate how you helped the group learn for themselves.

4 Guide

Guide level guidance will be provided in a future update.

5 Catalyst

Catalyst level guidance will be provided in a future update.

1 Beginner

 

 

 

 

 

 

 

Advanced Beginner

 

 

 

 

 

 

 

 

 

3 Practitioner

 

 

 

 

 

 

 

 

 

 

 

 

4 Guide

5 Catalyst

Group Focus

  • Discuss how a Facilitator maintains psychological safety, trust, transparency, and clarity throughout the engagement with the group.
  • Identify when a Facilitation stance is appropriate.

Believe in the Group 

  • Describe the importance of maintaining respect for people’s opinions.
  • Welcome diverse opinions. 
  • Explain why Facilitation is for the benefit of the group.

Group Focus

  • Describe your Facilitation stance and how it impacted the group.
  • Reflect as a facilitator and describe your impact on the group.
  • Describe how you remain ethical when facilitating.

Believe in the Group 

  • Describe why we don’t set the outcome of a session we are facilitating.
  • Explain why remaining neutral is important.
  • Articulate the importance of the statement “The group is naturally creative, resourceful, and whole, and therefore, they have the means to solve their own challenges and do not need to be fixed in any way.”

Group Focus

  • Analyze how you plan to improve your facilitation skills over the near future.
  • Analyze a session you facilitated and reflect on what went well and what would have worked better.
  • Guide the process for the group without leading their path and solutions.

Believe in the Group 

  • Model unconditional positive regard and always assume positive intent.
  • Demonstrate the ability to help groups believe in their potential and ability to change.
  • Demonstrate how you helped the group learn for themselves.

Guide level guidance will be provided in a future update.

Catalyst level guidance will be provided in a future update.

 

Facilitation Skills

Being a Facilitator you hold attention to what is important for the group, and leave responsibility with them for action. You help the group be accountable to what they say they will do and their plan. You will be skilled in working through a number of different group challenges.

 

Multi-stakeholder contracting & relationship management

  • Develop Working Partnerships – You partner with the client to agree on mutual commitment and develop consensus on tasks, deliverables, roles and responsibilities. 
  • Design and Customize Sessions – You co-create with the client to discover needs, establish roles, and create designs that will achieve intended outcomes. 
 

Participation & Outcomes

  • Support Group Process – You create an appropriate environment, atmosphere and logistics to support the purpose of the session(s).
  • Deepen Group Awareness – You set the stage to achieve outcomes. You evoke insights from the group, explore underlying issues and assist in reflection. You manage conflict by explaining its value; bring awareness and explore assumptions.
  • Focus on Outcomes – You achieve group consensus with the ability to adapt according to the group’s needs to meet the agreed outcome within the timebox.
 

Tools & Techniques

  • Establish an Approach – You use a variety of techniques that foster open participation considering client culture, diversity and participants who have different approaches to learning and ways of processing information.
  • Inspire Group Creativity – You draw out participants with various approaches to learning and ways of processing information. Encourage creative thinking and stimulate group energy.

 

Competency Level Definitions:

1 Beginner

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1 Beginner

Multi-stakeholder contracting & relationship management

  • Identify that managing multi-stakeholders relationships are more complicated than one to one interactions.
  • Understand the need to design and customize the facilitation sessions for each group.

Participation & Outcomes

  • List attributes of a group environment that will enable active participation.
  • Explain the need to achieve group consensus and the necessity to adapt according to the group’s needs.
  • Identify the outcome of a session.

Tools & Techniques

  • Describe a basic facilitation arc.
  • List a variety of tools and techniques that foster open participation.
  • List a variety of tools and techniques that encourage creative thinking and stimulate group energy.

Advanced Beginner

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Advanced Beginner

Multi-stakeholder contracting & relationship management

  • Apply a facilitation agreement with a stakeholder.
  • Design a basic facilitation plan that ensures engagement for all participants.

Participation & Outcomes

  • Demonstrate the ability to facilitate a session, that has active yet balanced participation for all group members.
  • Demonstrate facilitating a group to consensus.
  • Able to facilitate a group to an agreed outcome.

Tools & Techniques

  • Demonstrate the ability to follow a basic facilitation arc.
  • Demonstrate the use of a variety of tools and techniques that foster open participation.
  • Demonstrate the use of a variety of tools and techniques that encourage creative thinking and stimulate group energy.

3 Practitioner

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3 Practitioner

Multi-stakeholder contracting & relationship management

    • Apply a facilitation agreement within a multi-stakeholder environment.
    • Design multiple linked sessions to meet an outcome.
  • Design sessions that consider group energy, participation and the agreed outcome.

Participation & Outcomes

  • Demonstrate the ability to facilitate conflict.
  • Demonstrate competency in adapting in the moment to challenges and opportunities that arise.
  • Bring clarity to a group’s agenda and outcome, and ensures that everyone understands the resulting outcome and responsibilities.

Tools & Techniques

  • Demonstrate the ability to use multiple facilitation frameworks depending on the context of the session.
  • Analyze why you used a certain tool in any session and the impact it had on the group.
  • Integrate multiple tools and techniques in a way that encourages creative thinking and stimulates group energy.

4 Guide

Guide level guidance will be provided in a future update.

5 Catalyst

Catalyst level guidance will be provided in a future update.

1 Beginner

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Advanced Beginner

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3 Practitioner

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

4 Guide

5 Catalyst

Multi-stakeholder contracting & relationship management

  • Identify that managing multi-stakeholders relationships are more complicated than one to one interactions.
  • Understand the need to design and customize the facilitation sessions for each group.

Participation & Outcomes

  • List attributes of a group environment that will enable active participation.
  • Explain the need to achieve group consensus and the necessity to adapt according to the group’s needs.
  • Identify the outcome of a session.

Tools & Techniques

  • Describe a basic facilitation arc.
  • List a variety of tools and techniques that foster open participation.
  • List a variety of tools and techniques that encourage creative thinking and stimulate group energy.

Multi-stakeholder contracting & relationship management

  • Apply a facilitation agreement with a stakeholder.
  • Design a basic facilitation plan that ensures engagement for all participants.

Participation & Outcomes

  • Demonstrate the ability to facilitate a session, that has active yet balanced participation for all group members.
  • Demonstrate facilitating a group to consensus.
  • Able to facilitate a group to an agreed outcome.

Tools & Techniques

  • Demonstrate the ability to follow a basic facilitation arc.
  • Demonstrate the use of a variety of tools and techniques that foster open participation.
  • Demonstrate the use of a variety of tools and techniques that encourage creative thinking and stimulate group energy.

Multi-stakeholder contracting & relationship management

    • Apply a facilitation agreement within a multi-stakeholder environment.
    • Design multiple linked sessions to meet an outcome.
  • Design sessions that consider group energy, participation and the agreed outcome.

Participation & Outcomes

  • Demonstrate the ability to facilitate conflict.
  • Demonstrate competency in adapting in the moment to challenges and opportunities that arise.
  • Bring clarity to a group’s agenda and outcome, and ensures that everyone understands the resulting outcome and responsibilities.

Tools & Techniques

  • Demonstrate the ability to use multiple facilitation frameworks depending on the context of the session.
  • Analyze why you used a certain tool in any session and the impact it had on the group.
  • Integrate multiple tools and techniques in a way that encourages creative thinking and stimulates group energy.

Guide level guidance will be provided in a future update.

Catalyst level guidance will be provided in a future update.