Don’t make assumptions Whenever the facilitator is on a different page than the audience, the facilitator will quickly lose their attention and confidence. Therefore, ask questions frequently, do perception checks, pre-assess, and fill in missing gaps by assessing continuously. Inquire before intervening.
Shift ownership of the process to the participants. The performance of a process and its outcomes must be valued by participants for optimal results. This requires full engagement and commitment of all parties involved, especially the facilitator.
Establish shared expectations The outcomes of any facilitated process must be defined clearly, connected to its goals, and agreed upon by the participants and facilitator. These outcomes should be specific, measurable, achievable, results-oriented, and time-bound.
Develop a strong, flexible facilitation plan Have an infrastructure and plan for each facilitation. This is enhanced by a set of resources and tools for making on-the-spot changes. Remember that improvisation is 90% preparation and practice—and only 10% inspiration.
Perform continuous real-time assessment Determine and then continuously update your understanding of individuals’ needs. Determine which needs are being met and how to meet those that aren’t. Also, work to improve the dynamics governing the interactions of the participants
Intervene in process, not content Whenever an expert or outsider, acting as a facilitator, introduces their content expertise, it is implicitly communicated that the participants’ abilities are less important. This reduces participant ownership of the content and outcomes. As participants become more passive, the facilitator will often step in to do more without thinking. By focusing on the learning skills and processes that underlie learning new content, facilitators affirm participant abilities and build greater capacity for future performance.
Shift role to consultant when the participants use the facilitator as an expert Whenever the participants need the facilitator’s expertise as a resource, the facilitator can switch roles and answer questions freely. It is helpful to place restrictions on the number of questions or the time allocated to consulting. The key is to assume this role only when invited by participants.
Connect with each participant During the facilitation, make each participant aware that they are valued. This can be done directly or indirectly, with spoken words and with body language.
Make the process rewarding and growth-oriented for the participants Learning should be enjoyable, even fun, and the facilitator is responsible for keeping the participants challenged—not angry or disengaged. Growth requires a well-maintained balance between support and challenge.
Do not compromise the means for the sake of the ends The results should never be more important than the people in the learning process. Do not be afraid to make adjustments if learning objectives are not possible with the participants’ levels of preparation or personal development.
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