Library of facilitation techniques

Workshop activities to Analyse, Understand and Innovate

Tools and techniques to analyse and understand complex situations, to unleash creativity and to discover new insights. Make sure your group explores the situation at hand and all participants get a thorough understanding before moving on to make decisions.
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Liberating Structures

Appreciative Interviews (AI)

In less than one hour, a group of any size can generate the list of conditions that are essential for its success. You can liberate spontaneous momentum and insights for positive change from within the organization as “hidden” success stories are revealed. Positive movement is sparked by the search for what works now and by uncovering the root causes that make success possible.

Groups are energized while sharing their success stories instead of the usual depressing talk about problems. Stories from the field offer social proof of local solutions, promising prototypes, and spread innovations while providing data for recognizing success patterns. You can overcome the tendency of organizations to underinvest in social supports that generate success while overemphasizing financial support, time, and technical assistance.

Liberating Structures

User Experience Fishbowl

A subset of people with direct field experience can quickly foster understanding, spark creativity, and facilitate adoption of new practices among members of a larger community. Fishbowl sessions have a small inside circle of people surrounded by a larger outside circle of participants. The inside group is formed with people who made concrete progress on a challenge of interest to those in the outside circle. The fishbowl design makes it easy for people in the inside circle to illuminate what they have done by sharing experiences while in conversation with each other. The informality breaks down the barriers with direct communication between the two groups of people and facilitates questions and answers flowing back and forth. This creates the best conditions for people to learn from each other by discovering answers to their concerns themselves within the context of their working groups. You can stop imposing someone else’s practices!

Liberating Structures

Agreement-Certainty Matrix

You can help individuals or groups avoid the frequent mistake of trying to solve a problem with methods that are not adapted to the nature of their challenge. The combination of two questions makes it possible to easily sort challenges into four categories: simple, complicated, complex, and chaotic

  • A problem is simple when it can be solved reliably with practices that are easy to duplicate. 
  • It is complicated when experts are required to devise a sophisticated solution that will yield the desired results predictably. 
  • A problem is complex when there are several valid ways to proceed but outcomes are not predictable in detail. 
  • Chaotic is when the context is too turbulent to identify a path forward. 

A loose analogy may be used to describe these differences: simple is like following a recipe, complicated like sending a rocket to the moon, complex like raising a child, and chaotic is like the game “Pin the Tail on the Donkey.” 

The Liberating Structures Matching Matrix in Chapter 5 can be used as the first step to clarify the nature of a challenge and avoid the mismatches between problems and solutions that are frequently at the root of chronic, recurring problems.

Liberating Structures

Integrated-Autonomy

You can help a group move from either-or conflicts to both-and strategies and solutions. You can engage everyone in sharper strategic thinking, mutual understanding, and collaborative action by surfacing the advantage of being both more integrated and more autonomous. Attending to paradox will reveal opportunities for profound leaps in performance by addressing questions such as: What mix of integrative control and autonomous freedom will advance our purpose? Where do our needs for global fidelity and consistency meet the needs for local customization and creative adaptability? This makes it possible to avoid bipolar swings in strategy that are frequently experienced by many organizations.

Digital Society School

Morphological chart

A Morphological chart is a method that splits a product/solution into smaller chunks that can then be analyzed and ideated for independently. Afterwards those ideas can be mixed and matched to develop different solutions.

To be used after having a clear overview of the design problem and at the beginning of the ideation phase.

Liberating Structures

Panarchy

You can help a large group of people identify obstacles and opportunities for spreading ideas or innovations at many levels. Panarchy enables people to visualize how systems are embedded in systems and helps them understand how these interdependencies influence the spread of change. Participants become more alert to small changes that can help spread ideas up to other system levels; they learn how shifts at larger or lower system levels may release resources to assist them at another level. With better appreciation of the Ecocycle dynamics at play, the group creates “opportunity windows” for innovations to spread among levels and across boundaries.

Liberating Structures

W³ - What, So What, Now What?

You can help groups reflect on a shared experience in a way that builds understanding and spurs coordinated action while avoiding unproductive conflict.

It is possible for every voice to be heard while simultaneously sifting for insights and shaping new direction. Progressing in stages makes this practical—from collecting facts about What Happened to making sense of these facts with So What and finally to what actions logically follow with Now What. The shared progression eliminates most of the misunderstandings that otherwise fuel disagreements about what to do. Voila!

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Liberating Structures

1-2-4-All

With this facilitation technique you can immediately include everyone regardless of how large the group is. You can generate better ideas and more of them faster than ever before. You can tap the know-how and imagination that is distributed widely in places not known in advance.

Open, generative conversation unfolds. Ideas and solutions are sifted in rapid fashion. Most importantly, participants own the ideas, so follow-up and implementation is simplified. No buy-in strategies needed! Simple and elegant!

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Liberating Structures

Conversation Café

You can include and engage any number of people in making sense of confusing or shocking events and laying the ground for new strategies to emerge. The format of the Conversation Café helps people have calm and profound conversations in which there is less debating and arguing, and more listening. Sitting in a circle with a simple set of agreements and a talking object, small groups will engage in rounds of dialogue with little or no unproductive conflict. As the meaning of their challenge pops into focus, a consensual hunch is formed that will release their capacity for new action.
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Liberating Structures

Troika Consulting

You can help people gain insight on issues they face and unleash local wisdom for addressing them. In quick round-robin “consultations,” individuals ask for help and get advice immediately from two others. Peer-to-peer coaching helps with discovering everyday solutions, revealing patterns, and refining prototypes. This is a simple and effective way to extend coaching support for individuals beyond formal reporting relationships. Troika Consulting is always there for the asking for any individual who wishes to get help from colleagues or friends.
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Anja Ebers

The Thing from the Future

Help a group to time-travel and tap their imagination by fictional objects.
With tangible objects and the stories your participants make up w/ them you'll get so much richer inputs and context to inform joint visioning / strategizing:
The future doesn't look that far away when you can pick it off the shelf.

Hyper Island

User Day-parting

This exercise supports a user-centred approach to product and service innovation. Teams create an imaginary user (a persona), map out an average day in his or her life, and identify the challenges that he or she experiences. Teams then use this to brainstorm new products or services that could help with those challenges. Finally, sketches or prototypes of the best ideas are quickly developed presented back to for feedback.