The Results Facilitator: Expert, Manager, Mentor

278 Pages·2014·1.685 MB·English

by  Howell, Marvin T

Lean Methods & Implementation / Leadership – Strategy H
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The Results
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The Results Facilitator
Facilitator
EXPERT, MANAGER, MENTOR
A facilitator has been traditionally defined as someone who helps a group of
people understand its objectives, and assists it in planning to achieve them,
without taking a position in the discussion. Recently, the International Stan-
dards Organization’s (ISO’s) implementation and other long-term, multi-year
team involvement has challenged neutrality in all cases and has created a new T
type of facilitator, the results facilitator. H E X P E R T, M A N A G E R , M E N T O R
E
The Results Facilitator: Expert, Manager, Mentor identifies the skills,
R
training, and education that today’s facilitators must possess. Outlining the
new role of the facilitator, it presents powerful tools and techniques that can E
help facilitators achieve success. Continuous learning is a must and should S
follow the model: Learn–Practice–Evaluate–Act. U
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The book demonstrates the use of Critical Success Factors (CSFs) for measur- T
ing progress toward achieving the objectives of a long-term program. It also S
supplies authoritative guidance on how to effectively plan, conduct, and
complete meeting responsibilities. Outlining what can go wrong for a facilitator, F
it presents methods for mitigating or eliminating these undesired situations. A
C
The text details the core competencies that have been established by the I
International Institute for Facilitators (INIFAC) as well as the International L
Association of Facilitators (IAF). It shows where improvements can be made in I
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each and recommends a joint IAF and INIFAC effort for consolidating the core
A
competencies of both into one facilitator’s competency list.
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The book explains the need for an additional phase to the Tuckman’s Stages of O
group development. It demonstrates several coaching processes, including R
how to use the Toyota Production System’s Kata for team improvement. Each
chapter also includes a facilitator exercise to help readers build their confi-
dence in applying their new knowledge.
K23870
Marvin T. Howell

The Results
Facilitator

The Results
Facilitator

E X P E R T, M A N A G E R , M E N T O R
Marvin T. Howell
Boca Raton London New York
CRC Press is an imprint of the
Taylor & Francis Group, an informa business
CRC Press
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© 2015 by Marvin T. Howell
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Version Date: 20141023
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This book is dedicated to all the part-time and full-time facilitators all over
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more efficient, and outcomes that include high customer satisfaction.

Contents
Preface ........................................................................................... xvii
Acknowledgments .......................................................................... xix
1 Facilitation by Facilitators ...........................................................1
1.1 Facilitator Definition ...........................................................................1
1.1.1 Structure ...................................................................................1
1.1.2 Process .....................................................................................2
1.1.3 Groups .....................................................................................4
1.1.4 Function Effectively .................................................................4
1.1.5 Decision Making ......................................................................4
1.1.6 A Helper and Enabler ..............................................................5
1.1.7 Supports Others .......................................................................5
1.1.8 Group Achievement .................................................................5
1.2 Roles and Responsibilities of a Facilitator .........................................6
1.3 Core Practices for a Facilitator ...........................................................6
1.3.1 FNS 4D Facilitation Model and Core Practices .......................7
1.4 Neutral Is a Must ................................................................................7
1.5 Benefits of a Neutral Facilitator .........................................................9
1.6 What Can Go Wrong in Facilitation? ...............................................10
1.7 A Hypothetical Company: Quality Value Systems (QVS) ................11
1.8 IAF and INIFAC Core Values/Competencies ...................................11
1.9 Facilitator’s Exercises ........................................................................11
2 Becoming and Sustaining Being an Excellent Facilitator ..........13
2.1 Becoming an Excellent Facilitator Takes Continuous Learning ......13
2.2 The Facilitator’s Checklist .................................................................15
2.2.1 Prior to the Meeting ..............................................................15
2.2.1.1 UNIFAC’s Core Competency B Assessment ............15
2.2.1.2 Using OAR and/or PAL ............................................20
vii
viii ◾ Contents
2.2.2 Just Prior to the Meeting .......................................................22
2.2.3 During the Meeting ...............................................................22
2.2.3.1 The Process ..............................................................22
2.2.3.2 Establishing the Ground Rules ................................23
2.2.4 After the Meeting ...................................................................24
2.3 Self-Evaluation after Each Meeting ..................................................27
2.4 Using TOTs to Get Team Back on Track .........................................28
2.5 Tool to Use When the Team and/or the System Needs
Jumpstarting......................................................................................30
2.6 Facilitator’s Exercises ........................................................................33
3 Different Types of Facilitators ...................................................35
3.1 Types of Facilitators ..........................................................................35
3.1.1 Business Facilitators ...............................................................36
3.1.2 Training Facilitators ...............................................................36
3.1.3 Conflict Resolution Facilitators ..............................................37
3.1.4 Wraparound Facilitators.........................................................37
3.1.5 Small Group Facilitation ........................................................37
3.2 The Results Facilitator ......................................................................44
3.3 The Hendecagon Model: The Skill Set of an Experienced
Facilitator ..........................................................................................47
3.4 Facilitator’s Exercises ........................................................................53
4 Ability to Influence ....................................................................55
4.1 Be Able to Influence ........................................................................55
4.2 Knowing You ....................................................................................56
4.3 Know Your Client .............................................................................58
4.3.1 IAF Core Competencies in this Area ....................................58
4.3.1.1 Create Collaborative Client Relationships ................58
4.4 Facilitator and Team Leader Interface: Keys to Their Success ........60
4.4.1 Share Responsibility ..............................................................60
4.4.2 Work Together .......................................................................61
4.4.3 Keeping Focused ...................................................................61
4.5 Know Your Team Members .............................................................61
4.6 Coaching ...........................................................................................62
4.6.1 Introduction ...........................................................................62
4.6.2 Guidelines and Coaching Process .........................................63
4.6.2.1 Coaching Method .....................................................68
4.6.3 Coaching: Toyota Kata ..........................................................70
4.7 Facilitator’s Exercises ........................................................................74