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CONTEXT
Facilitation focuses discussion and clarifies
understanding. It is perhaps the most powerful process
tool available to organizations. Used correctly, it offers
objective expertise to guide individuals, groups, and
teams through the maze of discussion, debate, and decision
making.
APPLICATION
The direct application of Facilitation is virtually
limitless. Any level or approach to problem solving,
competitive analyses, planning, or change should involve
Facilitation. Some of the more common uses include:
 | Change Management |
 | Conferences, Retreats, Forums |
 | Conflict Resolution |
 | Focus Groups |
 | Goal Setting |
 | Intra (within) and Inter (between) Departmental
Relations |
 | Mergers and Acquisitions |
 | Negotiation/Mediation |
 | Participative Management |
 | Problem Identification/Problem Solving |
 | Quality Programs/TQM |
 | Reengineering |
 | Reorganization |
 | Rightsizing |
 | Strategic Planning |
 | Team Building |
 | Technology Planning |
 | Virtual Team Development |
An example of a facilitated process is found following
this Overview.
FACILITATORS
There is a specific and necessary role for outside,
professional Facilitators.
Objectivity, depth of training, and breadth of
experience are the keys to hiring these individuals.
Facilitators are primarily responsible for the
interaction process itself. They are present to create a
path through the varied stages of discussion, focus
debate, interpret misunderstandings, and monitor emotions.
Their knowledge of strategic planning, communication, and
negotiation, along with their objectivity, allows them the
perspective to maintain interaction and nurture progress.
Most large organizations have one or more
"in-house" Facilitators. With the increase in
Participative Management and Total Quality Programs,
thousands of employees have been trained, to some degree,
in facilitation skills. These individuals can aid in the
facilitation of many issues within the organization.
However -- outside, professional Facilitators possess
extensive training and objectivity, and should clearly be
used when issues are any of the following:
 | Multiple and/or complex |
 | Politically sensitive |
 | Emotionally charged |
 | Occur higher in the organizational hierarchy |
 | Inter-departmental |
 | Broad in spectrum |
FORMATS
Unstructured agendas of many types are used as guides.
Whether structured or not, any agenda should remain
flexible enough to allow for full discussion -- the
central purpose of a facilitated process.
The particular format chosen is determined by the specific
goal identified for that session. Professional
facilitators may utilize a variety of techniques, all
designed to ultimately encourage and focus interaction.
These methods may include:
 | Individual Response Writing |
 | Paired Interaction |
 | Breakout Sessions of Smaller Groups |
 | Rotation of Individuals Within Small Groups |
 | Use of Internal Observers |
 | Immediate Process Analysis and Critique |
RESOURCES
Additional Facilitators are sometimes required or
requested.
Multiple or Team Facilitators are most likely to occur
when there is a large number of individuals needing
facilitation. This is common during annual meetings, focus
groups, or specially called Director or Manager meetings.
The larger group is usually addressed as a whole and then
divided by appropriate size groupings.
When necessary, the exact number of Interax
Facilitators is determined prior to the Session, and there
is a separate charge for these specialists (see Fee
Structure).
REPORTS
During facilitation, participants' comments are
recorded (usually on flip charts or large screen
projection). These comments are then organized by main
goals or the various topical areas identified by the
group.
As part of our service, we provide you with a Categorical
Report. This report compiles your issues according to
the group's objectives. The information may be further
sub-divided by a priority ranking (degree of importance)
of each issue as identified by the group.
Please note that the Categorical Report does not
include an analysis. Analytical Reports are
considered separate requests and are contracted
independently of the facilitation. A Categorical Report
is intended only to serve as a summary of your
discussion.
NEXT STEP
If you know how you would like to use facilitation...
We can discuss the Session structure best suited to
meet your particular needs.
If you have an issue identified, but do not
clearly understand how facilitation can be used...
Be certain to ask. We can guide you through the many
applications of facilitation. In addition, we can
provide you with realistic expectations of the process
and the outcomes.
If you aren't certain how professional
Facilitators "fit" into your organization...
We can help you identify those issues appropriate for
internal facilitation and those issues that should be
facilitated by an outside professional. In addition,
there is an optional charting matrix device that we can
show you how to apply to your particular situation.
Facilitation Example
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