Tag Archives: ideas

The facilitator does not resolve disagreement

One major reason for employing a facilitator is when an organisation is experiencing disagreement.

The nature of the disagreement may be simple, such as failure to agree action needed to solve a problem: which is the best way forward? what do we do first?

Or, the situation may be deeper, such as animosity between teams over issues like responsibilities, quality of deliverables or poor communication (it’s always “communication”).  Individuals may discuss these matters amongst themselves but would never raise them with the other team for fear of reprisals and worsening the situation.

A question I have often been asked is “How do you successfully resolve disagreement?”

I find this question difficult to answer because I am not sure that I, personally, resolve disagreement.  I feel that the resolution of disagreement is the responsibility of the participants working within the structure of the event.

Let me explain.  A significant amount of the effectiveness of a facilitated intervention rests with the design, in the planning beforehand.

The participants may be strongly entrenched in their own ideas and opposed to the ideas of others, but it is the design of the event that enables them to reach an agreed and successful conclusion.

This article explores how a carefully designed event manages disagreement to achieve this agreed and successful conclusion.

Overall aim and output

The first stage in planning is to agree an overall aim with the client.  If we take the example of a project review, this might be:

Explore lessons learned, for both individuals and the organisation, to make future projects more effective

The enhanced effectiveness of future projects will be through an action plan – hard output agreed and generated by the participants.

Overall aim and output are vital to a collaborative process.  If these two elements are clearly defined, they focus the participants on what they have in common, rather than differences of status, experience, qualifications or gender.

Agenda items

The second stage in planning is to take the end result and work backwards.  If this is what the event aims to achieve, the client and the facilitator explore what steps have to be taken to get there.  In other words, the agenda items.

Each agenda item has a specific objective and is based on a question.  For example, if we take the earlier example of the project review, you might start with:

What went well

You can think of agenda items as being like control gates – you may not approach and open the next gate until you have completed the current task.

One immediate benefit of having a disciplined approach to each agenda item, is that you eliminate topic leakage.  Topic leakage is a common meeting problem in which uncontrolled discussion jumps to parallel or unrelated issues, causing frustration and acrimony.

For example, if someone says that inter-team communication was good, another person may say that it wasn’t.  An argument ensues: Oh yes it was, oh no it wasn’t; was, wasn’t.

I remind people that, currently, we are looking at what went well.  If you feel communication was not good in the project, remember this point and raise it in the next session when we will looking at the things that did not go so well.

One of the strengths of the project has been agreed, everyone is satisfied and we remain focused.  The participants are reassured that the process works.

The process itself

The third stage in planning is to agree how the event itself will be run and how contributions will be made.

One thing I say at the start of an event is “Disagreement is normal.  Here we have a number of people, each one of you has your own ideas.  This is an opportunity to share these ideas so please allow others to do the same.  If disagreement becomes obstructive, we will not achieve our aims.  When disagreement is healthy, we will.”

Participants realise that it is OK to mention matters that, hitherto, everyone has avoided.  They will be prepared to open up and raise potentially controversial issues, knowing they have permission to do so.  Others may disagree with what is said, but the contribution will be dealt with constructively.

Discussion is driven by cards and large pinboards.  Participants work initially in small groups, generating ideas.  They share and discuss these ideas, and each person writes each one on a card.  The purpose of this phase is for everyone to generate as many ideas as possible, but not to evaluate them – this comes later.

The only guidelines I suggest are one idea per card, seven words maximum and please write clearly.

I collect the cards, read out each one and put them on the boards where the participants tell me to.  I do not carry a pen and do no writing myself – the content is owned totally by the participants.  This is another reminder for them of their responsibility.

The final element I would like to mention with regard to the process, is prioritising – this is probably a method most of you already use.  The participants have sticky dots and put their dots on the issues that they feel are the most important for them.

One rule I suggest is a maximum of two dots on any one issue to avoid a small number of people skewing the results.  The prioritised list may be flatter but the result reflects accurately the wishes of the whole group.

Further consequences and benefits

This careful planning provides participants with reassuring certainty.  They can concentrate on contributing because they know exactly where they are, why they are there and where they are going – can you say that about the usual meetings you attend?

Clear guidelines and a facilitator who provides direction, gives the participants confidence and a recognition of mutual dependence – if we are going to achieve the overall aim, we are going to have to cooperate.

This encourages listening.  If you want your viewpoint acknowledged, you have to allow airtime to others.  Differences are recognised and accepted, rather than becoming divisive.

Participants also realise that it is up to them, here and now.  The facilitator is not an expert in the content but in the process.  So the participants have responsibility for the output, the action agreed and, at the same time, the handling of disagreement.

As the result of an open approach by the facilitator and a solid design, the participants achieve what we originally agreed – to make both the organisation and the individuals more effective.

Why I don’t hold a pen: The perils of pen holding

sharpie-flip-chart-blueI don’t hold a pen when facilitating.

The only thing I do with a pen is, when asked to do so by the participants, to put a flash mark on a card on which they want clarification or over which they disagree. The event is their event, so all contributions are written by the participants and I would never change that.

 

The criteria of a facilitated event

Let’s have a look at five criteria of a facilitated event and the impact of the facilitator using a pen.

The first criterion is that the focus is live issues. Now, those who know most about the issues faced by the unit or company are those who are actually engaged in the work. I do not have their knowledge of the company, nor do I have their experience of the culture. This means the participants must take ownership of the process.

Second, all contributions are accepted. Our job, as facilitators, is to demonstrate that every single contribution matters, regardless of apparent superficiality or humour or spelling or grammar – let the group sort that out. Let the participants assume responsibility for the success of the activity.

Third, not only are all contributions accepted but all contributions are equal. Regardless of seniority, ability to shout, velocity of your vehicle – your contribution will be considered. Standing at the front, holding a pen, is about power and inequality and that is contrary to the philosophy of facilitation.

Fourth, ownership of contributions and discussion is with the participants. Ownership is firmly given to the group from the start – it’s their event, their issues. Every person has a pen and access to cards. Individuals will see their contributions, in their own handwriting, visible to all, posted on the boards. They will see how each of their cards, and those of their colleagues, contribute to the progress of the group.

Fifth, a well facilitated event is phased, participants see progress from the start to the final agenda item: action. The output is action to which all have contributed and to which all are committed – they have created their own future.

The impact of the interfering facilitator

If you hold a pen and write contributions from the group, there is a temptation to edit or paraphrase. You may feel that they have used too many words, it’s unclear to you, it sounds like jargon, you can’t see the relevance. This is not our responsibility. It is arrogant to think that we know better. If there is any editing or paraphrasing, it should be done by the participants because they own the contributions.

Altering in any way, for whatever reason, something a participant wishes to contribute is contrary to the principles of facilitation. It disempowers the OLYMPUS DIGITAL CAMERAindividuals and it elevates the facilitator beyond their authority. Remember: there is no higher authority than the group.

If an individual has strong feelings about something, writing it themselves, in their own words, is very satisfying. If you then suggest editing that contribution, they will not be happy. Also, you risk losing the vivid, powerful and colloquial nature of their idea.

A final point on the facilitator damaging the process by interfering. If you alter an individual’s contribution in any way, for any reason, then everyone will follow your example – you will have lost the commitment of the group.

That’s why I don’t carry a pen. And don’t you be tempted either.

Re-establishing facilitation as an effective activity: 1. The current state

The big questions

I feel I need to start this blog by addressing the central issue: what exactly is facilitation?

I am writing a book on the subject, so have recently been researching what others think. One frequent lament of facilitators is: “What do you say when people ask you: ‘What exactly do you DO?’”

And the next most frequent question is: “How can I convince senior managers of the benefits of facilitation?”

The current state

I agree that it may be difficult to explain what facilitation is and how to sell it. But, it seems to me, those asking these questions, do not themselves understand what facilitation really means. No wonder they fail to convince other people.

For example, many books and articles on facilitation start in identical fashion – by going to the dictionary. Dictionaries do have a purpose – they can help when learning a foreign language. But trying to establish the meaning of a concept from a dictionary is like claiming to understand a person’s life and character by reading their tombstone.

So, what does the dictionary say? The definition you will generally find is “to make it easy, possible or less difficult.”

Not only is this unhelpful, but it is misleading, if not palpably wrong. In no way does this explain facilitation. You might as well say “I’m good at making tea.” Focusing on “making it easy”, appears to me to place the emphasis too much on support and not enough emphasis on challenge: avoiding disagreement and providing comfortable chairs, good pens, still and fizzy bottled water, mints, soft music….

You think I’m joking?

One facilitation blog I contribute to, asked a question about what a facilitator should look for when selecting a venue. After a string of suggestions, one person responded with:

Hey everyone, I am surprised no one mentioned anything about toilets! Have spacious, clean and well ventilated toilets does make a difference, and significantly add to the comfort of the atmosphere.

Great posts up there, can’t wait to read more.

And this is how the word is used:

“Next week I am facilitating a time management course”
“I have to facilitate a coaching session with someone tomorrow”
“I am thinking of facilitating a career move.”

Books on the topic refer to “learners” and “trainees”; to “training” and “presentations.” Using participatory techniques does not make your intervention facilitation.

These references are to a process that does not focus on the work itself – not the organisation’s services, staff, clients, suppliers, nor its procedures. I am going to be blunt: this process remains superficial. It is pretend, not real. It misrepresents the role of facilitation.

So, this is where I find facilitation positioned: spread so thinly over any human activity involving communication and decisions, that it has lost all meaning. No wonder people struggle to explain what they do; no wonder they fail to sell the benefits to managers.

Before presenting my ideas to a wider audience in a book, I want to explore them here, on this blog and with your help.

My aim is to re-establish the central purpose and reputation of this effective and powerful activity, to distinguish it from other processes such as training, coaching, running a meeting or acting as an MC at a darts competition.