Library of facilitation techniques

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 a group of people understand how they work together and identify changes that they can make to improve group performance. All members of the group diagnose current relationship patterns and decide how to follow up with action steps together, without intermediaries. The STAR compass tool helps group members understand what makes their relationships more or less generative. The compass used in the initial diagnosis can also be used later to evaluate progress in developing relationships that are more generative.

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 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.

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.

When people must tackle a common complex challenge, you can release their inherent creativity and leadership as well as their capacity to self-organize.

Open Space makes it possible to include everybody in constructing agendas and addressing issues that are important to them. Having co-created the agenda and free to follow their passion, people will take responsibility very quickly for solving problems and moving into action. Letting go of central control (i.e., the agenda and assignments) and putting it in the hands of all the participants generates commitment, action, innovation, and follow-through. You can use Open Space with groups as large as a couple of thousand people!

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.

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!