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How can you build your facilitation skills with tools and resources?

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Facilitation is a skill that can help you lead productive and engaging meetings, workshops, and events. It involves planning, designing, and guiding group processes to achieve specific goals and outcomes. Whether you are a facilitator by profession or by necessity, you can improve your facilitation skills with tools and resources that can support you before, during, and after your sessions. Here are some tips on how to find and use them effectively.

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Rucha Kapare

Global Head of DEI Data (External)| Championing DEI in Agile & Research| FT women in Business 2023 cohort| Business…

1 Identify your needs and objectives

Before you look for tools and resources, you need to have a clear idea of what you want to achieve with your facilitation. What is the purpose and scope of your session? Who are your participants and what are their expectations and needs? What are the desired outcomes and how will you measure them? How much time and resources do you have available? Answering these questions will help you define your needs and objectives, and guide your choice of tools and resources.

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Rucha Kapare

Global Head of DEI Data (External)| Championing DEI in Agile & Research| FT women in Business 2023 cohort| Business Agility Leader| Keynote speaker
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This is where the magic happens, and there are multiple ways to make it happen. When planning for a meeting, a skilled facilitator would know the expected outcome and might design this part accordingly. What techniques to use What questions to ask Who to ask/include What tools to use What setup is most effective Are some areas to think about

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2 Explore different types of tools and resources

There are many tools and resources that can aid in the various aspects of facilitation, such as planning, design, delivery, evaluation, and follow-up. These include templates and checklists to help structure the session, methods and techniques to design and deliver it, as well as tools and platforms to facilitate it. Templates and checklists can be found online or created according to your needs. Methods and techniques can be learned from books, blogs, podcasts, webinars, or courses on facilitation. Tools and platforms can range from video conferencing to online whiteboards, polls, surveys, chat, and breakout rooms - all depending on what is needed for collaboration, interaction, engagement, creativity or feedback.

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Rucha Kapare

Global Head of DEI Data (External)| Championing DEI in Agile & Research| FT women in Business 2023 cohort| Business Agility Leader| Keynote speaker
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Techniques are more 1. Whiteboarding – You brainstorm ideas using a physical or virtual whiteboard 2. Affinity mapping – ask people questions, take inputs, group them into themes, and work through these themes 3. 1-2-4 all – ask people to introspect individually, then in pairs and then in groups of 4 and eventually, as a big group where representatives from each group talk about their idea or suggestion. 4. Reflect & speak – ask people to note down their points and talk on their turn 5. Impact mapping 6. Open discussion – You might have a list of questions & ask intelligent and powerful follow-up questions to achieve the desired meeting outcome. 7. Troika & many more techniques

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3 Choose tools and resources that suit your context and style

When selecting and using tools and resources for a given situation or facilitator, you need to take into account the context and style. Factors to consider include the profile, preferences, and needs of your participants, such as their culture, language, or digital literacy. You should also make sure that the tools and resources align with your objectives and outcomes. Additionally, you need to make sure that the tools and resources suit your personality, strengths, and preferences as a facilitator. For example, if you are more comfortable with visual or auditory communication, choose tools that support that mode. Likewise, if you are more flexible or structured, select tools that allow for such adaptability or control.

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Rucha Kapare

Global Head of DEI Data (External)| Championing DEI in Agile & Research| FT women in Business 2023 cohort| Business Agility Leader| Keynote speaker
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The list of techniques could go on, referring to liberating structures. For a 30-minute meeting, one of these techniques can be used, and if it’s a longer workshop, the above techniques can be used in a sequence to design a workshop. What is important to identify what outcome do you want to achieve and then choose your tools and techniques accordingly Some tools 1. whiteboarding 2. Miro 3. Trello 4. Mural

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4 Experiment and learn from your experience

The best way to build your facilitation skills with tools and resources is to try them out and learn from your experience. You can start by testing them in a safe and low-stakes environment, such as with a colleague, a friend, or a small group of volunteers. You can then ask for feedback, reflect on what worked and what didn't, and make adjustments as needed. You can also learn from other facilitators by observing, asking, or joining communities of practice. The more you experiment and learn, the more confident and competent you will become as a facilitator.

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5 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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How can you build your facilitation skills with tools and resources?

1

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3

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1 Identify your needs and objectives

2 Explore different types of tools and resources

3 Choose tools and resources that suit your context and style

4 Experiment and learn from your experience

5 Here’s what else to consider

Facilitation

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How can you build your facilitation skills with tools and resources?

1

2

3

4

5

1 Identify your needs and objectives

2 Explore different types of tools and resources

3 Choose tools and resources that suit your context and style

4 Experiment and learn from your experience

5 Here’s what else to consider

Facilitation

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