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Effective
facilitation begins before the event with Design and Preparation.
Following these steps can help you to create a plan for a successful
facilitation.
Step
1 - Match the Purpose, Plan and Audience
- What
type of session is it?
- What
is the purpose of the session?
- Who
should attend?
Step
2 - Define the Group Structure
- What
roles are needed? What role does each participant play? What
are the responsibilities of each participant?
- What
are the stated norms for the group?
- What
format will be used for the agenda? What timelines apply to
the agenda?
- How
will the activities of the group be documented? Who should
receive the documentation?
- How
will the group make decisions?
Step
3 - Diagnose the Situation - These things should be planned
for ahead of time and you can use those plans as needed during
the Group Process.
- What
is the culture of the group?
- What
motivates the group?
- What
barriers exist?
- What
are the likes and dislikes of the group members?
- What
reactions/conflicts might occur?
- What
is the organizational context of the work? Group?
Step
4 - Define Specific Objectives
- What
outcome(s) is required?
- Are
the goals SMART?
Step
5 - Plan the Session Structure
- What
flow/processes will achieve the outcomes?
- Does
pre-work need to be done?
- What
specific activities will be used for the opening, middle and
closing?
- What
tools will be used?
- How
long should or can the session be?
- How
will this session lead into the next?
Step
6 - Gather Resources
- What
resources will be needed during the session?
- Where
do I get the resources needed?
- Will
people know how to use the resources?
Step
7 - Evaluating Success
- How
will you judge success?
- How
will you get feedback from participants?
- How
will you critique your own performance?
(Self Awareness)
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