- Guidelines for forming and leading teams are included in the books Field Guide to Leadership and Supervision in Business and Field Guide to Leadership and Supervision for Nonprofit Staff.
- Guidelines for leading — and for working with teams — during organizational change are included in the books Field Guide to Consulting and Organizational Development and Field Guide to Consulting and Organizational Development with Nonprofits.
Sections on This Topic Include
Understanding Facilitation
Facilitation as a Service
- Test – How Good Are Your Facilitation Skills Now?
- How Do You Recognize a High-Quality Facilitator?
- Would You Benefit from a Facilitator? How Much Would It Cost?
Core Skills for Facilitators
Types of Groups and Applications
Doing Facilitation
- Preparing to Facilitate
- Ice Breakers and Warmup Activities
- Increasing Participation
- Intervening
- Basic Tips for Successful Facilitation
- Staying Centered During Facilitation
Business of Facilitation
General Resources
- Various Organizations About Facilitation and With Many Resources
- Free Facilitation Tools
- Parliamentary Procedures
Also, consider
- Employee Performance Management
- Team Performance Management
- Related Library Topics
- Working With Groups
Also see
Understanding Facilitation
What is Facilitation?
Facilitation is the nature of the activities to run a meeting, including planning, design, implementation and evaluation of the meeting. The activities can be done in an explicit and systematic manner or in an implicit, organic and unfolding nature, depending on the nature and needs of participants. Facilitation can be driven by an external role that is dedicated to facilitation (a facilitator) or by the group members themselves.
What is facilitation? (and Core Values of Facilitation)
What Does a Facilitator Do?
Simply put, the role of the facilitator (in the context of personal, professional and organizational development) is to guide and support a group to get clear on the results they want to accomplish
and what methods they might use accomplish those results. The facilitator might also guide and support the group to actually implement those methods, and even evaluate the implementation and results. The results and methods and the nature of how the facilitator works with group members depend on the situation. For example, the facilitator might work in a rather direct role, making prominent suggestions of what the group should do and how to do it. Or, the facilitator might work in a more indirect role by gently noting what the group might do and how to do it. The following resources give more detailed descriptions of facilitation, including suggesting various roles that facilitators might play.
- The Role of the Facilitator
- Facilitator
- Facilitation 101 — Roles of Effective Facilitators
- What is a Facilitator?
Facilitation as a Service
Test – How Good Are Your Facilitation Skills Now?
Before reading more in this topic, you might get an impression of your own skills here.
So, based on the results of the test, what do you want to improve? Consider the guidelines in the rest of this topic.
How Do You Recognize a High-Quality Facilitator?
Facilitation is usually not an activity that follows a standardized, specific procedure. So it’s not an activity that many people can quickly ascertain as being done well or not. However, like many services that work to guide and support others toward improvement, there usually is a set of knowledge and skills that most people agree is necessary to be highly competent. The following links suggest certain expertise, and an upcoming section provides a more detailed list.
- Facilitation Excellence: The Seven Separators — What separates top facilitators from good ones?
- Four Facilitator Archetypes
Would You Benefit From a Facilitator? What Would It Cost?
- Facilitation, Training, Consultation or Do it Yourself?
- Hiring a Consultant: Ten Questions to Ask
- Reasons to Hire a Professional Facilitator
- Cost of Hiring a Facilitator
Core Skills of a Facilitator
Whatever one’s beliefs about the best nature of facilitation, the practice usually is best carried out by someone who has strong knowledge and skills regarding group dynamics and processes — these are often referred to as process skills. Effective facilitation might also involve strong knowledge and skills about the particular topic or content that the group is addressing in order to reach its goals — these are often referred to as content skills. The argument about how much “process versus content” skills are required by facilitators in certain applications is a very constructive argument that has gone on for years. The following skills are important for facilitators regardless of the type of group or application (groups and applications are listed next in this topic).
Core Interpersonal Skills for Facilitators
Although facilitators work primarily with groups, those groups are comprised of individuals. A good facilitator needs strong expertise in working with individuals as well as groups. The following list includes skills that would be very useful for a facilitator to have.
- Body Language
- Coaching
- Conflict (Interpersonal)
- Feedback (Sharing)
- Handling Difficult People
- Listening
- Morale (Boosting)
- Motivating
- Negotiating
- Power and Influence (Managing)
- Presenting
- Questioning
- Trust (Building)
- Diversity and Inclusion
Core Group Skills for Facilitators
Although facilitators work primarily with groups, those groups are comprised of individuals. A good facilitator needs strong expertise in working with individuals as well as groups. The following list includes skills that would be very useful for a facilitator to have.
- Group-Based Problem Solving and Decision Making
- Group Conflict Management
- Group Evaluations
- Group Learning
- Group Theory and Dynamics
- Meeting Management (agendas, ground rules, etc.)
- Planning (many kinds, including strategic planning, business planning, etc.)
- Team Building
- Ten Terrific Tips for Group Facilitation
Types of Groups and Applications
Common Types of Groups
There are many types of groups. The following list is to some of the most common. Facilitators should be familiar with purposes and processes used in at least the first grouping of links. The second grouping is becoming common as facilitators work in organizations to guide and support change.
- Committees
- Dialogue Groups
- Discussion Groups
- Focus Groups
- Peer Learning
- Teams
- Virtual Teams
- Large-Scale Interventions
- Open-Space Technology
- Guidelines, Methods and Resources for Organizational Change Agents
- Projects
- Self-Directed and Self-Managed Work Teams
- Process Consultation for Organization Development
Popular Group Applications and Activities
The following list includes many of the most common applications, or purposes of groups, and suggests many of the types of activities in them. Good facilitators will be familiar with the purposes and processes in most of the following.
- Action Planning
- Business Planning
- Cost Benefit Analysis (for deciding based on costs)
- De Bono Hats (for looking at a situation from many perspectives
- Grid Analysis (for choosing among many choices)
- Pareto Principle (for finding the options that will make the most difference — (20/80 rule”)
- For solving seemingly unsolvable contradictions
- Project Management
- Rational Decision Making
- Strategic Planning
- SWOT Analysis (to analyze from strengths, weaknesses, opportunities and threats)
- Voting
- Work Breakdown Structure (for organizing and relating many details)
Doing Facilitation
Preparing to Facilitate
It’s difficult to facilitate — to help group members decide the purpose of their group and how to work toward that purpose — unless you clearly are ready to facilitate. The following article will help you.
Ice Breakers and Warmup Activities
Ice breakers and warmup activities help group members to more quickly become comfortable around each other. They’re useful in almost any type of group, especially where members do not already know each other well.
- Warmup Activities
- The 10 Best Icebreaker Activities for Any Work Event
- Icebreakers
- Icebreakers – The Who, What, When and When Not to Do Them
- Why Use Icebreakers When There’s No Ice?
Basic Tips for Successful Facilitation
The basic tips in this section are for people who do not seek an in-depth understanding of facilitation, rather they have a few applications in which they would like to facilitate groups.
Facilitating Face-to-Face
- When to Facilitate, Train or Coach
- Facilitator Competencies
- Ten Terrific Tips for Group Facilitation
Facilitating Online Groups
The ability to facilitate virtual groups — groups where members use telecommunications to communicate with each other — is increasingly an important skills for facilitators.
- An Overview of Online Facilitation
- Online Community Toolkit
- Facilitator Competencies
- Internet Resources From the Electronic Discussion on Group Facilitation
- The Art of Hosting Good Conversations Online
Roberts Rules?
Roberts Rules is comprehensive a set of specific rules by which members of meetings can conduct their meeting process in a very orderly fashion, thereby helping to ensure that members get the most out of meetings. These rules are usually used in very formal meetings, for example, meetings of Boards of Directors. A facilitator is not likely to need expertise in the rules unless his/her clients specifically have adopted them as the procedures to run their meetings. Facilitators can become highly skilled in the set of rules and achieve the status of registered Parliamentarians.
- Jim Slaughter, parliamentarian (see his “cheat sheets”)
- Roberts Rules Online
- Rules Online
- Many resources about Rules of Order
Staying Centered During Facilitation
It can be quite a challenge for a facilitator to work with a diverse group of people, sometimes under high-pressure situations, to get clear on what they want to do and how to do it. A good facilitator is not easily unsettled — the facilitator does not take challenges and conflicts personally. The following links are to resources that can help the facilitator to stay centered — grounded in the type of person that he or she wants to be when facilitating. Be sure to also review some of the resources in the earlier topics Core Interpersonal Skills for Facilitators and Core Group Skills for Facilitators.
- Assertiveness
- Attitude
- Burnout
- Cynicism
- Emotional Intelligence
- Financial Fitness
- Job Satisfaction
- Motivating and Inspiring Yourself
- Physical Fitness
- Self-Confidence
- Stress Management
- Work-Life Balance
Business of Facilitation
Professionalism and Ethics
Although some of the following links refer to consulting, the guidelines in the resources also apply to practitioners who do facilitating.
- Understanding Yourself as an Instrument of Change
- Principles for Effective Consulting
- Types of Clients (to answer critical question: “who is current client?”)
- Defining Success Between Consultants and Clients
- Ethical Consulting
- Boundaries for Consultants
- Multicultural Consulting
- Minimize Consulting Liabilities and Risk
- When to Bail from a Consulting Project
- Are You Doing OD? Training? Consulting? Coaching? All of These?
- Working on Ourselves, as Consultants
- How “Disconnected Conversations” Can Kill Consulting and Collaboration
- Daily Tips for Consultants
- 2011 Management Consulting Salaries
- Why I Left McKinsey | Shortcomings of Management Consulting
- Why I Left McKinsey | The Benefits of a Consulting Background
Credentials
Starting a Facilitation Business
This subtopic assumes that you already have some expertise in facilitation as described in this overall Library topic, and that you also are thinking about starting a business to be a professional facilitator. The guidelines in this subtopic are focused on helping you to start a new organization, expand a current organization, or start a new service.
Are You Really an Entrepreneur?
Starting a New Organization?
- Should You Start a For-Profit or a Nonprofit?
- Starting a For-Profit Organization
- Starring a Nonprofit Organization
Planning Your New Organization
Deciding the Legal Structure of Your New Organization
U.S. Enterprise Law — Forming Organizations
Or Expanding a Current Organization?
Or Starting a New Product or Service?
Marketing Your Organization, Product or Service
Getting and Keeping Clients
Getting Paid
- Getting Paid What You’re Worth
- What To Do When Your Client Doesn’t Pay
Dealing With Clients
- Types of Clients (to answer critical question: “who is current client?”)
- When Do You Fire a Client?
- Defining Success Between Consultants and Clients
When to Bail from a Project
When to Bail from a Consulting Project
Minimizing Risk
- When Should Consultants Buy Liability Insurance?
- Minimize Consulting Liabilities and Risk
- Risk Management
General Resources
Various Organizations About Facilitation and With Many Resources
Many of the following organizations also have websites that list many free resources about facilitation.
National
- International Association of Facilitators
- International Society for Performance Improvement
- Institute for Cultural Affairs — World-Wide
- Institute for Cultural Affairs USA and the Technology of Participation (ToP)
- Midwest Facilitators’ Network
- Minnesota Organization Development Network
- National OD Network
- Project Management Institute (PMI)
- Society for Human Resource Management
- Facilitate.com Facilitation Tips
Local
- Minnesota Organization Development Network
- Southern MN Chapter of American Society for Training & Development (ASTD)
- Twin Cities Human Resource Association
Free Facilitation Tools
Learn More in the Library’s Blogs Related to Facilitation
In addition to the articles on this current page, also see the following blogs that have posts related to Facilitation. Scan down the blog’s page to see various posts. Also see the section “Recent Blog Posts” in the sidebar of the blog or click on “next” near the bottom of a post in the blog. The blog also links to numerous free related resources.
For the Category of Facilitation and Teams:
To round out your knowledge of this Library topic, you may want to review some related topics, available from the link below. Each of the related topics includes free, online resources.
Also, scan the Recommended Books listed below. They have been selected for their relevance and highly practical nature.