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How do you adapt your facilitation style and techniques to different group sizes, dynamics and contexts?

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Facilitation is a skill that can help you lead and engage groups of people in various settings, such as meetings, workshops, trainings, or brainstorming sessions. However, not every group is the same, and you may need to adjust your facilitation style and techniques depending on the size, dynamics, and context of the group. In this article, you will learn some tips and strategies on how to adapt your facilitation to different scenarios and achieve your goals.

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1 Assess the group

Before you start facilitating, you need to have a clear understanding of the group you are working with. Who are they? What are their backgrounds, interests, and expectations? What are the objectives and outcomes of the session? How many people are there? How well do they know each other? How comfortable are they with the topic and the format? These questions can help you design and prepare your facilitation plan, as well as anticipate any potential challenges or opportunities.

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Tyler Wendell

Lead Consultant @ Wells Fargo | MBA, Data Governance, Software Management
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Understanding your audience is key in how you prepare and deliver your information. If giving a technical update to a business group make sure that your language is easy to understand. If delivering key updates to a leadership group, focus more on risk mitigation or other key items and less on the technical parts.

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Christine Yeager

Impact Consultant | Program Management | Enterprise Sustainability Strategy & Operations | Former Coca-Cola
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Consider what baseline knowledge and alignment is imperative to drive the decisions needed. Spend time in the beginning of the session stating some assumptions and get the groups’ reactions. Who agrees? What would they tweak? Where do people disagree? This creates a forum for people to get out of a place of defensiveness and into a place of collaboration before you’ve even begun. It also helps the team to understand each other’s perspectives, biases and motivations. If the group feels psychologically safe with one another, this can open the door for more thoughtful collaboration where each group member repositions their recommendations based on their new understanding of each other’s perceptions and potential incentives to change.

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Farhad F.

Chief Communications Officer at @Enflux | Market Making
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I divide the group into smaller parts, sorting them based on what they talk about or the words they use. Chats in these circles create a common vibe, making the experience better for everyone and boosting engagement naturally. Gamification is another way to group your communities and keep people involved.

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2 Choose the right methods

Depending on the size and purpose of the group, you may need to use different methods to facilitate the discussion and consensus. For example, if you have a large group, you may want to use techniques such as polling, breakout rooms, or fishbowl to allow more participation and interaction. If you have a small group, you may want to use techniques such as round-robin, brainstorming, or dot voting to generate ideas and feedback. If you have a mixed group, you may want to use techniques such as world café, open space, or appreciative inquiry to create diversity and dialogue.

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Jose Sergio Torres

Growth Hacker | DASM? | Google Project? Manager
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Elijo métodos adecuados según el tama?o y dinámica del grupo. En grupos peque?os, favorezco la participación individual; en grandes, opto por técnicas grupales. Mi experiencia revela que la diversidad de métodos fortalece la dinámica y el aprendizaje.

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Mayra Angarita

Gestora de Educación Digital
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Una herramienta que he encontrado útil con los grupos grandes o mixtos, es "Mentimeter" Interactive presentation software, lo que me ayuda a ver cómo está el grupo y genera unas gráficas maravillosas para compartir

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3 Adapt your style

Your facilitation style is how you communicate and relate to the group. It can influence the tone, pace, and energy of the session, as well as the level of trust and engagement of the participants. You may need to adapt your style depending on the dynamics and context of the group. For example, if you have a group that is shy or reserved, you may need to use a more directive and supportive style to encourage and guide them. If you have a group that is lively or assertive, you may need to use a more facilitative and flexible style to balance and manage them.

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Jose Sergio Torres

Growth Hacker | DASM? | Google Project? Manager
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Adapto mi estilo a la audiencia y contexto. Con grupos formales, mantengo un enfoque estructurado; con entornos más informales, fomento la interacción libre. He aprendido que esta flexibilidad mejora la receptividad y la efectividad del proceso.

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4 Use appropriate tools

The tools you use to facilitate can also affect the quality and effectiveness of the session. You may need to use different tools depending on the mode and environment of the group. For example, if you are facilitating online, you may need to use tools such as Zoom, Miro, or Mentimeter to create a virtual space and enable collaboration and interaction. If you are facilitating in person, you may need to use tools such as flipcharts, sticky notes, or markers to create a physical space and enable visualization and expression.

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Mayra Angarita

Gestora de Educación Digital
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De hecho "Mentimeter" para grupos presenciales también funciona muy bien. A mi me gusta, trabajar con fichas e imágenes. Cabe resaltar, que si se trabaja con grupo de ni?os o jóvenes, el juego es una gran herramienta

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Jose Sergio Torres

Growth Hacker | DASM? | Google Project? Manager
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Utilizo herramientas que se ajusten al propósito y características del grupo. Desde pizarras hasta tecnología, mi experiencia me ense?a que la elección correcta potencia la comunicación y comprensión, adaptándome a la infraestructura disponible.

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5 Monitor and adjust

Facilitation is not a one-way process, but a dynamic and responsive one. You need to constantly monitor and adjust your facilitation according to the feedback and signals from the group. You may need to change your methods, style, or tools if you notice that the group is bored, confused, or frustrated. You may also need to improvise or adapt if you encounter any unexpected situations or challenges. The key is to be flexible and attentive, and to make sure that the group is on track and aligned with the goals.

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Jose Sergio Torres

Growth Hacker | DASM? | Google Project? Manager
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Superviso constantemente y ajusto mi enfoque. Observo las reacciones del grupo y mido el progreso. Mi experiencia me ha ense?ado que la capacidad de adaptación en tiempo real optimiza la eficacia de la facilitación, garantizando resultados satisfactorios.

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6 Evaluate and improve

After you finish facilitating, you need to evaluate and improve your facilitation based on the results and reflections from the group. You may need to ask for feedback, surveys, or testimonials from the participants to measure their satisfaction, learning, and outcomes. You may also need to review your own performance and identify your strengths and areas for improvement. The more you practice and learn from your facilitation experiences, the more you can develop and refine your facilitation skills.

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Christine Yeager

Impact Consultant | Program Management | Enterprise Sustainability Strategy & Operations | Former Coca-Cola
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Retrospectives are the secret sauce to building trust and a culture of continuous improvement. What did you love? What was lacking? What did you learn? And my favorite, what did long for? This gets people out of the personal nature of the experience and into a constructive dialogue. Then, you can hold yourselves accountable next time. You can end the next session, whether it be with he same group or not, “The previous session said my facilitation should change in this way, did we accomplish this?” It’s inviting each group to learn from the previous, which is an incredible way to encourage resilience and growth.

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7 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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Macarena Salosny Lagos

Presidenta Inspiring Girls Chile | Fundadora Inspiratoria | Dise?o y producción de experiencias educativas y voluntariado corporativo con enfoque de género | Consultora y conferencista
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Un caso práctico: Junto con mi equipo dise?amos un e-book que rápidamente se convirtió en un workshop, charla, jornada y entrenamiento. Es el mismo contenido pero que se expande o acota según la experiencia, audiencia y formato; he hecho esa charla en 15 minutos online para 80 personas y en formato taller en 1 día completo para la misma cantidad de gente. La importancia de contar con Guión así de flexible es clave.

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How do you adapt your facilitation style and techniques to different group sizes, dynamics and contexts?

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1 Assess the group

2 Choose the right methods

3 Adapt your style

4 Use appropriate tools

5 Monitor and adjust

6 Evaluate and improve

7 Here’s what else to consider

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