Facilitation Skills for Creating a Plan of Action

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Facilitation Skills for Creating a Plan of Action TIP For additional advice see Dale

Facilitation Skills for Creating a Plan of Action TIP For additional advice see Dale Carnegie Training® Presentation Guidelines. Copyright, 1996 © Dale Carnegie & Associates, Inc.

Introduction Facilitation skills are utilized when presentations become interactive meetings. The facilitator sets the

Introduction Facilitation skills are utilized when presentations become interactive meetings. The facilitator sets the agenda, coaches participants, and guides the pacing.

Opening • Stimulate Interest with: – a noteworthy event – a personal experience –

Opening • Stimulate Interest with: – a noteworthy event – a personal experience – a testimonial – a quotation TIP Involve your audience with a strong, relevant opening.

Bridge • Tie your opening directly to your key topic. Your energy and attitude

Bridge • Tie your opening directly to your key topic. Your energy and attitude set the tone and provide momentum for this meeting

Key Topic • Define the topic/problem/opportunity. • State the reason for importance. • Invite

Key Topic • Define the topic/problem/opportunity. • State the reason for importance. • Invite comments by audience. • Encourage participation. • Record and display key comments on key ideas. TIP Questions by the facilitator capture attention and interest and lead to involvement and interaction.

Goals and Problems • Define the goals. • Define the problems. • Encourage participants

Goals and Problems • Define the goals. • Define the problems. • Encourage participants to focus on the issues and assign priorities. TIP Support the opinions and experiences of others with positive comments and positive attitude.

Solutions and Opportunities • Invite comments and ideas from the audience. • Record and

Solutions and Opportunities • Invite comments and ideas from the audience. • Record and display their comments regarding action plans and solutions. • Invite participants to prioritize options. TIP Recognize that diversity in a group is positive, adding strength and substance.

Action Plan • Describe the following (where additional information is needed assign responsibility to

Action Plan • Describe the following (where additional information is needed assign responsibility to the logical person) – Action steps. – Materials needed. – Training needed. – Schedules. – Costs.

Close • Insure understanding. • Describe first steps. • Get commitment. TIP Close your

Close • Insure understanding. • Describe first steps. • Get commitment. TIP Close your presentation to make a favorable, lasting impression

Facilitating Workshops Adults as Learners • Bring life experience to the table • Need

Facilitating Workshops Adults as Learners • Bring life experience to the table • Need to be physically comfortable • Need to be psychologically comfortable • Have a “need to know” • Have many time demands • Seek out learning experiences in order to cope with specific issues or changes • Prefer single topic/concept, focused workshops • Have a variety of reflexes to authority • Arrive with a set of expectations

Effective Workshops • Tap participants’ experiences • Meet adult needs with refreshments, comfortable seating,

Effective Workshops • Tap participants’ experiences • Meet adult needs with refreshments, comfortable seating, lighting, etc… • Recognize diversity in adult values & attitudes • Recognize adult need to maintain self-esteem • Provide learning experiences that give adults specific tools to cope with change

Effective Workshops • Provide a balance between theory and application • Allow adults to

Effective Workshops • Provide a balance between theory and application • Allow adults to integrate new concepts with existing concepts/practices • Provide a balance of control between instructor and participants • Clarify expectations up front • Respect participants’ time limitations