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

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

Nine Whys

With breathtaking simplicity, you can rapidly clarify for individuals and a group what is essentially important in their work. You can quickly reveal when a compelling purpose is missing in a gathering and avoid moving forward without clarity. When a group discovers an unambiguous shared purpose, more freedom and more responsibility are unleashed. You have laid the foundation for spreading and scaling innovations with fidelity.
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Liberating Structures

Critical Uncertainities

You can help a diverse group quickly test the viability of current strategies and build its capacity to respond quickly to future challenges. This Liberating Structure prepares a group for strategy making. It does not produce a plan to be implemented as designed but rather builds resilience: the capacity to actively shape the system and be prepared to respond to surprise. This means being better able to see different futures unfolding, better prepared to act in a distributed fashion, and more ready to absorb disruptions resiliently.

Liberating Structures

Heard, Seen, Respected (HSR)

You can foster the empathetic capacity of participants to “walk in the shoes” of others. Many situations do not have immediate answers or clear resolutions. Recognizing these situations and responding with empathy can improve the “cultural climate” and build trust among group members. HSR helps individuals learn to respond in ways that do not overpromise or overcontrol. It helps members of a group notice unwanted patterns and work together on shifting to more productive interactions. Participants experience the practice of more compassion and the benefits it engenders.
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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.

Liberating Structures

Wise Crowds

Wise Crowds make it possible to instantly engage a small or large group of people in helping one another. You can set up a Wise Crowds consultation with one small group of four or five people or with many small groups simultaneously or, during a larger gathering, with a group as big as one hundred or more people. Individuals, referred to as “clients,” can ask for help and get it in a short time from all the other group members. Each individual consultation taps the expertise and inventiveness of everyone in the group simultaneously. Individuals gain more clarity and increase their capacity for self-correction and self-understanding. Wise Crowds develop people’s ability to ask for help. They deepen inquiry and consulting skills. Supportive relationships form very quickly. During a Wise Crowds session, the series of individual consultations makes the learning cumulative as each participant benefits not only from being a client but also from being a consultant several times in a row. Wise Crowds consultations make it easy to achieve transparency. Together, a group can outperform the expert!

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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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

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

Making Space with TRIZ

You can clear space for innovation by helping a group let go of what it knows (but rarely admits) limits its success and by inviting creative destruction. TRIZ makes it possible to challenge sacred cows safely and encourages heretical thinking. The question “What must we stop doing to make progress on our deepest purpose?” induces seriously fun yet very courageous conversations. Since laughter often erupts, issues that are otherwise taboo get a chance to be aired and confronted. With creative destruction come opportunities for renewal as local action and innovation rush in to fill the vacuum. Whoosh!

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Liberating Structures

Discovery & Action Dialogue (DAD)

DADs make it easy for a group or community to discover practices and behaviors that enable some individuals (without access to special resources and facing the same constraints) to find better solutions than their peers to common problems. These are called positive deviant (PD) behaviors and practices. DADs make it possible for people in the group, unit, or community to discover by themselves these PD practices.

DADs also create favorable conditions for stimulating participants’ creativity in spaces where they can feel safe to invent new and more effective practices. Resistance to change evaporates as participants are unleashed to choose freely which practices they will adopt or try and which problems they will tackle. DADs make it possible to achieve frontline ownership of solutions.