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Full Description
Managing Facilitated Processes
Managing Facilitated Processes helps people make thoughtful decisions about managing successful gatherings. The book's ten chapters are divided into three parts:
From Contact to Contract—building customized agreements; eighteentypes of facilitated processes, their deliverables and unique features
Approach and Style—ensuring integrated, customized, and systematic elements; a forget-me-not prompter; effective management styles
Management x 5: Participants, Speakers, Logistics, Documents,Feedback—practice guidelines, examples, and time-saving tools
Managing Facilitated Processes also includes a companion Web site with handy e-versions of the book's tools and templates.
Praise for Managing Facilitated Processes
"This book honors the importance of the details and care that every gathering deserves.It should be a standard reference?for people who come together to produce results."
—Peter Block, author of Community: The Structure of Belonging, and consultant and partner, Designed Learning, Ohio, USA
"The authors' combined experience of nearly 60 years in process facilitation is generously shared in this clearly written guide."
—Sharon Almerigi, certified professional facilitator (CPF), Barbados International Association of Facilitators, Latin America and the Caribbean
"In a world of 'expert-centered' workplaces, Managing Facilitated Processes offers a much-needed focus on the process of creating effective, customized environments for learning and work."
—Marilyn Laiken, professor and chair, Department of Adult Education and Counseling Psychology, The Ontario Institute for Studies in Education, University of Toronto, Canada
"A comprehensive and practical guide to making group sessions effective and outcome driven—great insights from cover to cover and a terrific 'go to' reference guide."
—Gabriella Zillmer, senior vice-president, Performance Alignment and Compensation, BMO Financial Group, Canada
"A time-saving gem for planning facilitated sessions effectively. It is unique in its thoroughness without being overwhelming. To be pulled off the shelf over and over again."
—Julie Larsen, associate adviser for social policy and development, United Nations Headquarters, New York, USA
Contents
Examples, Exhibits, and Tables xi
Web Contents xiii
Acknowledgments xv
The Authors xvii
Introduction xix
About This Book xix
A Quick Lookup Resource xxi
Part 1 From Contact to Contract 1
1 Initial Contact 3
Completing a Preliminary Screen 5
Coordinates: Date(s) and Location • Purpose, Objectives, and Deliverables • Process Leadership • Eighteen Types of Processes
Decision Making After the Screen 11
Communicating a Decision 13
2 Building Agreements That Work 15
Types of Agreements 16
Drafting Agreements 16
Agreements in Action: Four Maxims 18
1. Don't Start Work Without an Agreement • 2. Bring Fresh Eyes to Your Experience • 3. When in Doubt, Write It Out • 4. Cock-ups Are Collaborative
Work Plans and Cost Estimates 21
Developing Work Plans • Dealing with Pricing Perils Acting on Values 24
Part 2 Approach and Style 33
3 Approach 35
Integrated 35
Customized 36
Outcomes • People • Group Development • Ethnocultural Considerations • Literacy • Organizational Culture
Systematic 38
Completing a Process Management Prompter • Accountability The Approach in Action: Integrated, Customized, Systematic 45
4 Style 51
High-Tech Teddy 52
Controlling Caroline 53
Loosey-Goosey Lucy 54
Overconsulting Oliver 55
Anxious-to-Please Annie 56
Bureaucratic Bill 57
Optimizing Management Styles 57
Part 3 Management X 5: Participants, Speakers, Logistics, Documents, Feedback 59
5 Participants 61
Clarify the Rationale for Participation 62
Monitor the Mix and Number of Participants 66
Consider Participant Types • Gatekeep Participant Numbers • Maintain a Participant Database Create the Invitations 73 Persuade • Inform • Engage • Determine the Focus • Obtain Input and Feedback • Write the Confirmation Letter
6 Speakers 95
Speaker Management 95
Clarify Requirements • Create Invitations • Confirm Expectations Presentation Guidelines 104 Opening Remarks • Speaker Introductions and Acknowledgments • Presentations by Experts • Presentations by Panels • Closing Remarks
7 Logistics 119
Select and Set Up the Site 120
Venue • Layout • Health, Safety, and Security • Technical and Audiovisual Support
Enable Participant Engagement 132
Accommodating Differences • Identification • Accessibility
Mobilize Yourself 137
Professional Supplies • Travel Arrangements • Personal Amenities
Love those Logistical Letdowns! 140
8 Documents 143
Match the Documents to the Process 144
Produce the Documents 145
Make Documents Easy to Use • Design Attractive Formats • Customize Documents
9 Feedback 151
Review Feedback Approach and Tools 151
Finalize and Produce Feedback Tools 157
Construction • Look, Feel, and Sound Sample Feedback Tools 159
10 Endings and Beginnings 169
For the Session 169
For Yourself 171
References 173
