Library of facilitation techniques

Participants can gain insight into their own pattern of interaction and habits. Helping Heuristics make it possible for them to experience how they can choose to change how they work with others by using a progression of practical methods. Heuristics are shortcuts that help people identify what is important when entering a new situation. They help them develop deeper insight into their own interaction patterns and make smarter decisions quickly. A series of short exchanges reveals heuristics or simple rules of thumb for productive helping. Try them out!

When people must tackle a common complex challenge, you can release their inherent creativity and leadership as well as their capacity to self-organize.

Open Space makes it possible to include everybody in constructing agendas and addressing issues that are important to them. Having co-created the agenda and free to follow their passion, people will take responsibility very quickly for solving problems and moving into action. Letting go of central control (i.e., the agenda and assignments) and putting it in the hands of all the participants generates commitment, action, innovation, and follow-through. You can use Open Space with groups as large as a couple of thousand people!

You can avoid many of the traps that turn transformation initiatives and innovation projects into failures: the lack of a clear and common purpose, overall and for every stage of the initiative; inadequate engagement and participation; voices that are essential but not included; frustrated participants and nonparticipants; resistance to change; groupthink; nightmarish implementation for a disproportionally small impact.

A comprehensive design is a series of basic designs (see Design StoryBoards–Basic) linked together over a period of time. The design unfolds iteratively over days, weeks, months, or sometimes years depending on the scale of the project. Small cycles of design operate within larger cycles, scaling up and out as the initiative proceeds. You can easily include more people and more diversity in the design group for larger-scale projects. You can reflect the twists and turns in a transformation or innovation effort by a careful and ad hoc selection of participants (including unusual suspects since they are often the source of novel approaches).

This is a structured discussion activity for exploring a topic by answering questions in three different set-ups: individually, in pairs and in teams. 

The most common causes of dysfunctional meetings can be eliminated: unclear purpose or lack of a common one, time wasters, restrictive participation, absent voices, groupthink, and frustrated participants. The process of designing a storyboard draws out a purpose that becomes clearer as it is matched with congruent microstructures. It reveals who needs to be included for successful implementation. Storyboards invite design participants to carefully define all the micro-organizing elements needed to achieve their purpose: a structuring invitation, space, materials, participation, group configurations, and facilitation and time allocations. Storyboards prevent people from starting and running meetings without an explicit design. Good designs yield better-than-expected results by uncovering tacit and latent sources of innovation.

You can enable participants to find novel approaches to challenges by immersing themselves in the activities of the people with local experience—often their colleagues on the front line or anyone who uses their product or service. You open the door to change and innovation by helping participants explore what people actually do and feel in creating, delivering, or using their offering. Their observations and experience can spur rapid performance improvements and expedite prototype development. The combined observations may make it easy to spot important patterns.

You can quickly and effectively share several innovations or useful programs that may lie hidden within a group, organization, or community. Shift & Share gets rid of long large-group presentations and replaces them with several concise descriptions made simultaneously to multiple small groups. A few individuals set up “stations” where they share in ten minutes the essence of their innovations that may be of value to others. As small groups move from one innovator’s station to another, their size makes it easy for people to connect with the innovator. They can quickly learn where and how new ideas are being used and how they might be adapted to their own situations. Innovators learn from the repetition, and groups can easily spot opportunities for creative mash-ups of ideas.

By specifying only the minimum number of simple rules, the Min Specs that must ABSOLUTELY be respected, you can unleash a group to innovate freely. Respecting the Min Specs will ensure that innovations will be both purposeful and responsible.

Like the Ten Commandments, Min Specs are enabling constraints: they detail only must dos and must not dos. You will eliminate the clutter of non-essential rules, the Max Specs that get in the way of innovation. Often two to five Min Specs are sufficient to boost performance by adding more freedom AND more responsibility to the group’s understanding of what it must do to make progress. Out of their experience in the field, participants shape and adapt Min Specs together, working as one. Following the rules makes it possible for the group to go wild!

You can enable a large group of people to connect with a leader or an expert (the celebrity) as a person and grasp the nuances of how that person is approaching a challenge. With a well-designed interview, you can turn what would otherwise be a passive, often boring presentation into a personal narrative that is entertaining, imparts valuable knowledge, and reveals the full range of rational, emotional, and ethical/moral dynamics at play. You can often turn the interview into an invitation to action, drawing out all the elements needed to spark the participant group’s imagination and encourage cohesive action.

You can help a large group of people identify obstacles and opportunities for spreading ideas or innovations at many levels. Panarchy enables people to visualize how systems are embedded in systems and helps them understand how these interdependencies influence the spread of change. Participants become more alert to small changes that can help spread ideas up to other system levels; they learn how shifts at larger or lower system levels may release resources to assist them at another level. With better appreciation of the Ecocycle dynamics at play, the group creates “opportunity windows” for innovations to spread among levels and across boundaries.

You can help a group move from either-or conflicts to both-and strategies and solutions. You can engage everyone in sharper strategic thinking, mutual understanding, and collaborative action by surfacing the advantage of being both more integrated and more autonomous. Attending to paradox will reveal opportunities for profound leaps in performance by addressing questions such as: What mix of integrative control and autonomous freedom will advance our purpose? Where do our needs for global fidelity and consistency meet the needs for local customization and creative adaptability? This makes it possible to avoid bipolar swings in strategy that are frequently experienced by many organizations.