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The Facilitator's Fieldbook, 3rd Edition

Book Description

The Facilitator’s Fieldbook has long been the go-to resource for novice and experienced facilitators alike. The book gives managers, trainers, and group leaders in any industry the step-by-step procedures, checklists, guidelines, samples, and templates they need to make any group work like a well-oiled machine. Comprehensive and practical, The Facilitator’s Fieldbook covers all the key areas including establishing ground rules; planning meetings and agendas; brain storming; resolving conflict; making decisions; and helping groups optimize their time. The completely revised third edition also provides new team-building exercises, as well as updated information on virtual meetings, mediation, strategic planning, and much more. Readers will find tips on maintaining the tone and flow of meetings, and guidelines for determining when to delegate projects to individuals rather than assembling a group. Getting people to function together productively can be a challenge. With The Facilitator’s Fieldbook, readers have the tools and knowledge they need to rise to the occasion.

Table of Contents

  1. Cover
  2. Title
  3. Copyright
  4. Contents
  5. Preface
    1. Contents and Organization
    2. Changes to the Third Edition of The Facilitator’s Fieldbook
    3. Acknowledgments
    4. About the Authors
    5. A Note About the Online Files
  6. Introduction
    1. Facilitation Overview
    2. Primer A: Understanding Adult Learning
    3. Primer B: Understanding Group Dynamics and Decision Making
    4. Primer C: Understanding Process Consultation
    5. Primer D: The “ALTOGETHER” View of Facilitator Personal Qualities
    6. Primer E: The Manager as Facilitator
  7. Section I—Phase I: Preparation
    1. Overview
    2. Facilitator Resources
      1. Contracting for Facilitation
        1. Guide I-1: A Facilitator’s Checklist of Key Contracting Points
        2. Guide I-2: Best Contracting Practices for Facilitators
        3. Guide I-3: Project Facilitation Interview
        4. Worksheet I-1: Project Facilitation Interview Protocol
        5. Sample I-1: The Facilitator Contracting Letter
      2. Organizing the Group
        1. Guide I-4: Stakeholder Analysis and Group Member Selection
        2. Guide I-5: Using Style Inventories to Help Build Effective Groups
        3. Guide I-6: Developing a Group Charter
        4. Sample I-2: Group Charter
        5. Worksheet I-2: Fast Team Charter
        6. Guide I-7: Selecting the Group Leader
      3. Setting Group Norms
        1. Guide I-8: Group Operating Principles
        2. Sample I-3: Group Operating Principles
        3. Guide I-9: Establishing Ground Rules
      4. Meeting Planning
        1. Guide I-10: Planning Meetings
        2. Guide I-11: A Checklist for Meeting Planning
        3. Sample I-4: Meeting Agenda
        4. Sample I-5: The Participant Agenda
        5. Guide I-12: The Facilitator’s Fast Plan
        6. Worksheet I-3: The Facilitator’s Fast Plan
        7. Guide I-13: Meeting Room Designs
        8. Guide I-14: Tips on Making Good Use of Meeting Room Space
        9. Guide I-15: Different Kinds of Meetings: Distinguishing “Task Forces” from “Regular Meetings”
  8. Section II—Phase II: Working with the Group
    1. Overview
    2. Facilitator Resources
      1. Getting Started Right
        1. Guide II-1: Facilitation Fundamentals
        2. Guide II-2: The Proof’s in the Pudding
        3. Guide II-3: Task Group Inclusion Activities
        4. Guide II-4: Tips on Designing Inclusion Activities
        5. Guide II-5: Getting Started Right—The Emotional “Check-In”
        6. Guide II-6: Trust Building—Accelerating Familiarity
        7. Guide II-7: Trust Building—Being Trustworthy as a Facilitator
        8. Guide II-8: Keeping Sessions Alive
        9. Guide II-9: Encouraging Participation
        10. Guide II-10: Monitoring Group Task and Maintenance Behaviors
        11. Guide II-11: Group Member Task Behavior Evaluation
        12. Guide II-12: Group Member Maintenance Behavior Evaluation
        13. Guide II-13: Building the “Masterteam”—Strengthening Group Task and Maintenance Behaviors
        14. Guide II-14: The Facilitator and Nonverbal Communication—A Lesson in Crap Detecting and Truth Telling
        15. Guide II-15: Creating Subgroups
        16. Guide II-16: Setting Up Small Groups to Succeed
      2. Group Memory Systems
        1. Guide II-17: Graphic Facilitation
        2. Guide II-18: Using the Group Memory
        3. Guide II-19: Training the Group Recorder
        4. Guide II-20: Guidelines for the Group Recorder
        5. Guide II-21: Top 10 Flip Chart Tips and Tricks
        6. Guide II-22: On Becoming Marker-Worthy
      3. Building the Group Database
        1. Guide II-23: Building the Database
        2. Worksheet II-1: Building Our Database
        3. Sample II-1: Database Construction Strategies
        4. Guide II-24: Appreciative Inquiry
        5. Guide II-25: The Vision Collage
        6. Guide II-26: The Problem Probe
        7. Guide II-27: Brainstorming
        8. Guide II-28: Brainwriting—An Alternative Approach to Brainstorming
        9. Guide II-29: Introducing Groups to Dialogue
        10. Guide II-30: Reflective Listening
        11. Guide II-31: Future Sculpting™ as an Insight Technique
      4. Analyzing the Database
        1. Guide II-32: Nominal Group Process
        2. Worksheet II-2: Idea Response Worksheet
        3. Worksheet II-3: Rating Form for NGT Final Voting
        4. Worksheet II-4: Sample Completed Rating Form for NGT Final Voting
        5. Guide II-33: Force Field Analysis
        6. Sample II-2: Force Field Analysis
        7. Guide II-34: Gauging Gradients of Agreement
        8. Guide II-35: Progressive Regrouping
        9. Guide II-36: No Objections
        10. Guide II-37: Self-Adhesive Stickers as Voting Aids
        11. Guide II-38: Rule of One-Third or One-Fifth
        12. Guide II-39: Likelihood-Impact Analysis
        13. Worksheet II-5: Likelihood-Impact Analysis Form
        14. Guide II-40: Small-Group Ambassadors
        15. Guide II-41: Stepladder Technique
        16. Guide II-42: Critical Success Factor Analysis
        17. Guide II-43: The Decision Matrix
        18. Worksheet II-6: The Decision Matrix
      5. Decision Modes
        1. Guide II-44: Absolute Consensus
        2. Guide II-45: Consultative
        3. Guide II-46: Consultative Consensus
        4. Guide II-47: Modified Consensus
        5. Guide II-48: Voting
        6. Guide II-49: Expert-Led Decision Making
      6. Handling Conflicts and Common Problems with Groups
        1. Guide II-50: Facilitating Conflict Resolution
        2. Guide II-51: Handling Common Problems
        3. Guide II-52: Accelerating Group Progress
        4. Guide II-53: Alternatives to Spending Time Giving Out Information in Meetings
      7. Evaluation and Group Closure
        1. Guide II-54: The Task Group Process Review
        2. Worksheet II-8: The Task Group Process Review List
        3. Guide II-55: Pluses and Minuses
        4. Guide II-56: Evaluating the Regular Meeting
        5. Worksheet II-9: Regular Meeting Evaluation Guide
        6. Guide II-57: The After Action Review—A Tool for Continuous Improvement
        7. Guide II-58: Facilitator Evaluation
        8. Worksheet II-10: Facilitator Evaluation
        9. Guide II-59: Handling Closings With the Group
  9. Section III—Phase III: Implementation
    1. Overview
    2. Facilitator Resources
      1. Meeting Records
        1. Guide III-1: Producing Meeting Records
        2. Sample III-1: Meeting Record: Agenda Items and Results/Decisions
        3. Sample III-2: Meeting Record: Minutes
      2. Preparing, Presenting, and Reviewing Recommendations
        1. Guide III-2: Preparing Your Final Task Group Report
        2. Guide III-3: Reviewing Recommendations—The Facilitated Recommendations Review
        3. Guide III-4: Planning the Recommendations Presentation—The Unfacilitated Recommendations Presentation
        4. Guide III-5: Communicating With Others
      3. Implementation Planning
        1. Guide III-6: Implementation Planning
        2. Guide III-7: Responsibility Charting
        3. Guide III-8: Scheduling Meetings With Groups
  10. Section IV—Large-Group Methods
    1. Overview
    2. Facilitator Resources
      1. Large-Group Methods for Organizational and Community Change
        1. Guide IV-1: Facilitating Large Groups
        2. Guide IV-2: The Search Conference
        3. Guide IV-3: Conducting the Open-Space Meeting
        4. Guide IV-4: Facilitating Multiple Groups in Large Group Planning Meetings
  11. Section V—Facilitating in a Virtual World
    1. Overview
    2. Facilitator Resources
      1. Facilitating in a Virtual World: Technological Tools and Applications
        1. Guide V-1: Working Together, Virtually
        2. Guide V-2: Creating a Sample Facilitated Experience with a Virtual Group
        3. Guide V-3: A Nontechnical Overview of Virtual Groups and Technologies
        4. Guide V-4: Using Technology in Facilitating
        5. Guide V-5: Facilitating Effective Audio Teleconferences
        6. Guide V-6: Facilitating Videoconferences
  12. Section VI—Using the Facilitator’s Fieldbook as a Training Tool
    1. Overview
    2. Facilitator Resources
      1. Trainer’s Notes
        1. Guide VI-1: Day One Facilitation Trainer Notes
        2. Worksheet VI-1: Contracting Scenario
        3. Worksheet VI-2: Contract Planning
        4. Worksheet VI-3: Pretest and Posttest: Distinctions Between Task Groups and Regular Meetings
        5. Guide VI-2: Day Two Facilitation Trainer Notes
        6. Worksheet VI-4: Brainwriting 6-3-5 Worksheet
        7. Guide VI-3: Day Three Facilitation Trainer Notes
        8. Worksheet VI-5: Encouraging Participation—Items for Charades Exercise
        9. Worksheet VI-6: The IAF Competencies
  13. Index