Library of facilitation techniques

After Action Reviews are typically done during and after a project's lifetime to generate learning for the future

Because a checklist is a focusing object, it demands that the team discuss the order and importance of certain tasks. Team members are likely to have different perspectives on these things, and the checklist is a means to bring these issues to the surface and work with them.

The Product box is a classic from the Agile games line. The kind of typical workshop that turns an austere meeting room into a middle school classroom. In the usual version, this game needs a few accessories: A4 cardboard boxes, scissors, glue, stickers, and the participant’s imagination... This workshop definitely requires some logistical support. It takes about 2 hours to complete and you need one facilitator to manage 6 to 12 participants max.

Teams are asked to imagine that this product will be sold in a department store, just like another everyday product. As they imagine the product, they make decisions about its name, a slogan, a logo and 3 or 4 key selling points on the front of the packaging. And on the back of the packaging: a detailed description, the prerequisites and the conditions of use.

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!

After coming up with great ideas, the next challenge is figuring out the best way to make them happen. This exercise is one of many types of “scenario” games which can be used to test ideas and try out different approaches to bring them to life.

One of the best ways to explore creativity is through building. Simple low fidelity prototypes can allow us to transform simple (and at times complex) ideas into something physical. In doing so we inevitably open a space for continuing to explore, reevaluate and iterate.

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.

You can engage a group to learn and improve rapidly from tapping three levels of knowledge simultaneously: (1) explicit knowledge shared by participants; (2) tacit knowledge discovered through observing each other’s performance; and (3) latent knowledge, i.e., new ideas that emerge and are jointly developed. 

This powerful combination can be the source of transformative experiences and, at the same time, it is seriously fun. Participants identify and act out solutions to chronic or daunting problems. A diverse mix of people is invited to dramatize simple elements that work to solve a problem. Innovations represented in the Improv sketches are assembled incrementally from pieces or chunks that can be used separately or together. It is a playful way to get very serious work done! This structure embodies LS Principle #4, Learn by Failing Forward.

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.

A brainstorming and prioritizing method that places emphasis on the most important ideas and actions.

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.