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Running Effective Meetings
By Rob Sandelin

A common characteristic of great facilitators is that they have poise. To help remember the skills of a facilitator the word poise can stand for:

  • Planning. A good plan helps the facilitator be effective.
  • Observation. A great facilitator observes the group members and applies that information to the plan.
  • Instruction. To make a group work effectively together, sometimes timely instruction is appropriate.
  • Sensitivity. Working with the moods, emotions and passions of the group is part of the art of facilitating.
  • Evaluation. Learning comes from each facilitation.
  •  

    "An effective
    meeting is one
    where the participants feel good
    about themselves
    and the group, willingly and openly share their ideas and concerns..."

    When a group of people get together in one place there needs to be some protocols on how to best work together as a group. There are different ways to organize your group meetings so the time you spend together is fullfilling and useful. Which ones you use will depend on the size and make up of your group. This chapter deals exclusively with business meetings, which are different than sharing meetings. An effective meeting is one where the participants feel good about themselves and the group, willingly and openly share their ideas and concerns, work together constructively and postively and leave the meeting feeling fullfilled and glad to be part of the group.

    Facilitation is the key to success
    The facilitator has a crucial and demanding role, directing the flow of discussion, resolving roadblocks, summarizing points, and keeping the discussion on track, capturing ideas and digressions, sheparding the emotions of the moment, keeping the spirit positive and productive. Having a well trained, excellent faciliator will create a high quality experience and outcome for your meetings. Putting your meetings in the hands of an untrained facilitator can lead to ineffective and less than satisfying results. You should have at least 2 people in the group who have the commitment and skill to run your meetings. Encourage facilitation training and learning.

    The facilitator is not the leader of the meeting, rather a tool of the group, responsible for directing the process so the partipants can focus on the content. A good facilitator is everyone's ally and no one's friend. If the facilitator contributes to the discussion, he or she should speak last and attempt to summarize what has been said. The facilitator must remain neutral on whatever issue is on the floor. A good facilitator gets a discussion going, keeps it on track, draws out everyone, and summarizes the key elements of the discussion. The facilitator may also assign tasks and set completion criteria such as when a task needs to be done. A great facilitator captures the emotions of the participants, delves into the roots of concerns and feelings, and uses positive reforcement, drama, and numerous other tricks to keep the partipants happy and functioning at the optimum level. Some groups rotate facilitation so each member gets a chance. Other groups use a small group of members that have had facilitation training. It is a large benefit to the group if one or more people specialize in facilitation and become expert facilitators. Becoming an excellent facilitator takes considerable time and dedication. Sometimes being impartial is difficult for the facilitator, especially if the issue under discussion is one the facilitator really cares about. Having a small team of facilitators gives the group added benefits and lets any facilitator who is conflicted step aside.

    An excellent facilitator does many things in a meeting and needs to have lots of practical and theoritical understanding of how groups work.

    A Facilitators Checklist

    Before the meeting:

  • Make a plan. Think about how to approach each agenda item. Are there any specific agenda items which may need a special format for discussion or resolution? Are their issues which will evoke strong feelings or emotions? Plan some what if scenarios - What if we split on this issue what process will I use, What if Susan gets loud again?
  • Check the environment. Enough chairs, is there food or snacks available, does the lighting set the right mood, is it stuffy, warm enough, is there space to do what I want to do?
  • Check supplies. Do you have everything you need? Paper, pens? etc.
  • Write the agenda for all to see using action words to describe outcomes.
  • Review outstanding old decisions or discussions from the last 2 meetings minutes. Is there a follow-up needed?
  • Check yourself. Are you feeling well and have the energy to facilitate today? Do you have any hidden agendas you need to put in front of the group or realize within yourself? Take time to silently prepare yourself.
  • Set a goal for the meeting and write it down so all can see.
  • Assign volunteers for meeting tasks such as scribe, doorkeeper, etc.
  • At the beginning of the meeting:

  • As people first come into the room do a check of the body language of each person. Is there tension in the room. Does someone have an obvious vibe that you might need to tap before the meeting starts?
  • As the meeting begins:

  • Check in yourself to the group. Explain how you are feeling, any special things happening today, the tone. Ask for feedback and help making the meeting work well. Share your goal(s) for the meeting with the group.
  • Check in with the agenda.
  • I. Review the agenda and prioritize. Ask for any additions or deletions.
    II. Set times for discussions and assign each item an owner.
    III. Be sure that items on the agenda are appropriate for large group discussion rather than small group work.

  • Announce who is filling the other roles, if you have them.
  • Launch the meeting with a fun activity that energizes the group.
  • As the meeting runs:

  • For each item on the agenda summarize previous discussions or decisions about the agenda item to bring everyone up to date.
  • Watch for dominance of speaking time and ask those who are quiet for ideas and thoughts. Ask: " I'd like to ask those who have not yet spoken to contribute." Summarize points and clarify discussion. If an agreement is being sought, grab elements as they emerge in discussion and trial test them. It helps to write down the topic or issue under discussion so everyone can see and refer to it.
  • Catch any items which have not been resolved, or come up in a discussion and ask the group what to do with them.
  • Note digressions and remind members to stay on task. Write related digressions up on the board and ask the group to delay consideration of this until later - then after the current issue is finished, ask the group what to do with it.
  • Make sure you have eye contact with the people you speak to.
  • Listen for and watch body language to catch any unexpressed issues or feelings. Note it to the group.
  • Watch for comments which create a negative environment and point it out to the group.
  • Guide members who speak much to be briefer.
  • Watch for restlessness and take breaks when you sense the need for one.
  • Be sure any tasks generated are assigned to specific individuals or groups.
  • As the meeting ends:

  • Run through all task assignments and list any decisions made so any misunderstandings can be cleared before people leave.
  • Debrief the meeting with yourself at least, or with the group. What went well, what could be improved.
  • Launching the meeting: creating a positive meeting environment
    At the beginning of a meeting, members have to make a transition from being an individual to being a member of a group. Some sort of warm up activity is good to do before a meeting starts. By doing an activity which creates a feeling of joining together, it helps everyone move into the process of thinking as a group, not as an individual.

    The beginning of the meeting is crucial. It is the launching point for the whole energy of the meeting. Many groups use this time to do personal check ins. While this sort of sharing is a good idea, it can really effect the energy of the meeting, and somebody with a real personal problem can really effect the meeting energy in a negative way. This does not mean you should not share these things, but right before an important meeting might not be the best time. A meeting launch should be light and lively and get people energized. A group that starts into a meeting laughing and sharing will be have a better shot at handling agenda items with a positive attitude. Above all, make it FUN. If you start each meeting with something fun, people will come on time because they don't want to miss the fun part of the meeting. As you plan your facilitation and examine the agenda items, think about ways to present the items that are creativee, interactive and fun. Be creative! For example, one way to transform the boring annual budget discussion is by giving everyone play money equal to an equal share of the budget dollars, and holding a mock, chairity auction. People auction off budget items, with people spending their representative play money on the budget items they want to support. The total dollars in play money determines the budget for that item for the year.

    Make it fun! Use story telling, games, role playing, drama, mystery and adventure regularily to break out of the routine rut of the meeting process. Your goal is to make meetings so interesting and fun that people look forward them and want to come. Sound like a lot of work? Absolutely. Is it worth it? Absolutely.

    Some ideas for launches and fun:

  • Sing your name and have the group sing it back to you.
  • Break into small groups and do a mime skit about an agenda item.
  • Become someone else, and mime it and have people guess.
  • Sing and dance the song, the hokey pokey
  • Create a large imaginary map on the floor and have everyone stand on the town they were born or grew up in.
  • Do a weather report on how you are feeling. "sunny and warm, Cloudy with chance of grumpiness...."
  • Have everyone place their middle names on slips of paper then pass them out and have folks try and guess which name belong to whom.
  • Do a role play about an agenda item, with people playing positions. Exagarate the positions.
  • Dress up in costume and make a story about the history of an agenda item.
  • Make a board game for the agenda item and have people play it.
  • Give an appreciation of something or someone.
  • Tell about your hope for the community. " I want our community to be a place where...."
  • Tell about your wish for the world. "If I were in charge of the world...."
  • Have everyone write something about themselves that no one in the group knows about and might be a surprise, then read them and try to guess who it is.
  • Share your favorite food, leisure activities, most embarrassing moment, childhood story, most influential person.
  • Do a popup survey. Ask a question and have people stand if they answer yes. " Watch star trek, Oldest in the family, come from a family with more than 4 siblings, like chocolate, allergic to cats, played organized sports in high school, ..."
  • Resource: Games Trainers Play: Experiential Learning Exercises.; More Games Trainers Play Edward E. Scannel and John Newstrom 1981 McGraw Hill. Lots of good ideas for meeting openers and games to play in meetings.

    © Consensus Works!
    Reprinted with permission from  http://www.infoteam.com/nonprofit/nica/cw1.htmcom

    Rob Sandelin 
    Robert Sandelin offers two day, one day, or half day workshops for groups on how to use collaborative processes effectively. "I do these workshops as a service to non-profit, social change groups and charge a very modest fee. Each workshop is custom designed to meet the needs of the group. Bring your group to its best by learning about consensus process, facilitation and group member skills."  To get more information, or to book a workshop, it is best to email him at [email protected]. You can reach him by phone at 360-668-2043. Visit Community Works!  www.infoteam.com/nonprofit/nica/cw1.htm for info about workshops.

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