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The Role of a Facilitator
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The Role of a Facilitator

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This page is part of 🧰The Toolbox by Danny Smith.

Facilitation is a useful skill for almost everyone to develop, but it’s particularly important if you’re involved in running 🧠Workshops & Brainstorming Sessions or any other sort of workshop (see 🪢Fundamental Workshopping Tools).

To understand facilitation, it's useful to compare it with some other related roles...

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Exercise: Look at the diagram above. Which (if any) of the roles feels most comfortable for you? Which feels least comfortable (or perhaps unknown) for you? Reflect briefly on the lines between training, facilitating and coaching. Do they blur at all? Any interesting thoughts?

What is Facilitation?

The word facilitator comes from the Latin facilitas, which roughly means easiness, readiness or affability.

A facilitator is someone who works to make group interactions easier – a catalyst. The role isn’t about providing knowledge or ideas but helping participants make better use of the knowledge and ideas they collectively possess.

We do this by guiding the conversation and intervening appropriately. A good facilitator will melt into the background when things are moving in a useful direction, and course-correct quickly when they are not. They will also work hard to create the right environment (see 🎓How Learning Works ).

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At work, you'll often have to facilitate group workshops. But you'll also need to approach other environments with the mindset of a facilitator – Slack conversations, group discussions, decision meetings etc.

Core Skills

It takes a lot of practice and reflection to become a great facilitator. But no matter how much experience you have, it's impossible to facilitate well without some core skills...

1️⃣ Listening

The ability to really listen is crucial. This doesn't just mean listening to what's being said, it means hearing what isn't being said too. It means observing and sensing and "reading the room".

Some people call this deep listening, and the co-active coaching model defines three levels of listening 👉

As you become more skilled at this you'll be able to rely more and more on your intuition.

Co-Active levels of listening
Co-Active levels of listening

2️⃣ Questioning

We need to be skilled in asking questions to stimulate discussion and encourage personal and group growth.

4 Types of Questions Every Facilitator Should Ask

Facilitating a meeting is not always an easy task. Sometimes one person dominates the airwaves and other times the conversation gets stalled by a wall of silence. Or, the conversation goes round and round without a clear way forward. However, you can leverage some great inquiry techniques to facilitate conversations and get impactful results.

www.meeteor.com

4 Types of Questions Every Facilitator Should Ask
Great Facilitator Questions - Franco London

A facilitator's role is to get the best out of people in workshops. One of the best ways to do this is through powerful questioning. Broadly speaking there are four styles of questions you could use. The skill is asking the right question at the right time to move the discussion forward.

francolondon.me

Great Facilitator Questions - Franco London

3️⃣ Empathising

We need to be able to "walk a mile in another’s shoes". If we can't truly empathise with our participants we're unlikely to every really understand their needs.

4️⃣ Leading

We need to take charge and lead the group when appropriate. This often involves things like:

  • Setting clear group norms and expectations.
  • Knowing how to intervene most effectively.
  • Keeping the conversation focused and on track.
  • Leading from the front and role modelling with various activities.
  • Firmly but kindly stamping on toxic, unhelpful behaviour.
  • Inspiring interest and motivation through your example.

5️⃣ Adapting

We must be willing to adapt our plan to suit the participants. It's super common to arrive at a workshop with a carefully designed plan and find the group immediately wanders away from it. If our listening, empathy and intuition tells us that this is useful we should abandon or evolve our plan.

Some models of coaching call this dancing in the moment, which implies that a) folks take turns being the lead, b) it's a joyful experience and c) it's a shared experience. ❤️

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Exercise: Rate your current ability (as you see it personally) from 0-10 in each of the core skills above.

Note: Something all these core skills have in common is the fact that it's impossible to do any of them well if you have too much ego. Ego is the Enemy, after all!

Guiding Principles

We cover a few practical tips and techniques elsewhere in this toolbox (eg. 🪢Fundamental Workshopping Tools), but it's also worth trying to define some core principles to guide your approach to facilitation. Here are some examples…

  • Invite and request, don't insist and tell.
  • Practice what you preach.
  • Seek first to understand.
  • Always be approachable.
  • Inform, excite, empower, involve
  • If in doubt, always be radically honest.
  • If your requests and expectations aren't met, you didn't make them clear enough.
  • Always assume good intent

What do these mean to you?

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Exercise: Create a document somewhere with your own facilitation principles (feel free to steal some from above). Write a short explanation of what each of your principles means to you. This document will evolve over time, so no problem if it's short to begin with!

Summary

While we barely scratched the surface, we have defined the role of a facilitator in general terms and explored some core skills.

Further Reading

www.leadstrat.com

www.leadstrat.com

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© Danny Smith 2023

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