Library of facilitation techniques

In Mad Tea/Calm Tea, everyone rapidly completes sentences related to a shared challenge to quickly provoke a deeper set of reflections and strategic insights among group members. Mad Tea is the louder, more energetic face-to-face version, while Calm Tea is the quieter online alternative. They both get people thinking differently, sharing new ideas, and understanding different perspectives while generating fellowship and laughter. Both bring to life LS Principle #9, Engage in Seriously Playful Curiosity. The questions focus attention and produce a fresh understanding of strategic options and next steps.

DAD makes it easy for a group to discover better practices that only a few members are using to solve a common problem, called positive deviant behaviors.

We’re going to uncover the behaviors and practices some of us are already using to tackle our shared challenge. It’s like going on a treasure hunt to find the solutions hidden in our midst.”When held in a local setting close to where the problem manifests, it creates a safe space to invent new and more effective practices, sparking imagination and strengthening resolve to take action. It also builds relationships between people in diverse roles. This structure enacts LS Principle #2, Practice Deep Respect for People and Local Solutions.

You can enable a large group of people to connect with a leader or an expert (the celebrity) as a person and grasp the nuances of how that person is approaching a challenge. With a well-designed interview, you can turn what would otherwise be a passive, often boring presentation into a personal narrative that is entertaining, imparts valuable knowledge, and reveals the full range of rational, emotional, and ethical/moral dynamics at play. You can often turn the interview into an invitation to action, drawing out all the elements needed to spark the participant group’s imagination and encourage cohesive action.

Uncover and challenge the hidden beliefs, assumptions, and internal voices that are limiting progress toward an important goal. In small groups, one person shares a personal or professional challenge while two others play contrasting “pixie” roles – one advocating for change and possibility and the other representing resistance and caution.

Through this playful exchange, participants surface unconscious assumptions, explore opposing perspectives on risks and opportunities, and gain clarity on how to move forward. This structure helps reveal internal barriers, generate new insights, and support more informed action planning in individual and group settings.

You can quickly and effectively share several innovations or useful programs that may lie hidden within a group, organization, or community. Shift & Share gets rid of long large-group presentations and replaces them with several concise descriptions made simultaneously to multiple small groups. A few individuals set up “stations” where they share in ten minutes the essence of their innovations that may be of value to others. As small groups move from one innovator’s station to another, their size makes it easy for people to connect with the innovator. They can quickly learn where and how new ideas are being used and how they might be adapted to their own situations. Innovators learn from the repetition, and groups can easily spot opportunities for creative mash-ups of ideas.

You can tap a deep well of curiosity and talent by helping a group focus attention on problems they want to solve. A productive pattern of engagement is established if used at the beginning of a working session. Loose yet powerful connections are formed in 20 minutes by asking engaging questions. Everyone contributes to shaping the work, noticing patterns together, and discovering local solutions.

Create a shared visual map of what a group observes, discovers, and plans to act on together. Participants begin by capturing individual observations and patterns related to a question or challenge, then combine (“meld”) these into a collective map that makes insights and action ideas visible to everyone. By moving through stages of noticing what’s present, interpreting why it matters, and identifying next steps, MindMeld helps groups surface rich, shared understanding and align on concrete actions before moving forward.

You can enable participants to find novel approaches to challenges by immersing themselves in the activities of the people with local experience—often their colleagues on the front line or anyone who uses their product or service. You open the door to change and innovation by helping participants explore what people actually do and feel in creating, delivering, or using their offering. Their observations and experience can spur rapid performance improvements and expedite prototype development. The combined observations may make it easy to spot important patterns.

In Min Specs, participants generate a list of all potential dos and don’ts for achieving a purpose and then reduce it to the absolute minimum requirements. By eliminating nonessential rules (max specs), Min Specs gives groups more freedom and promotes responsibility. It can also help a group scale up innovations with fidelity. Following the rules makes it possible for the group to go wild! This structure gives life to LS Principle #6, Amplify Freedom and Responsibility.

It enacts LS Principle #9, Engage in Seriously Playful Curiosity.

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.

The most common causes of dysfunctional meetings can be eliminated: unclear purpose or lack of a common one, time wasters, restrictive participation, absent voices, groupthink, and frustrated participants. The process of designing a storyboard draws out a purpose that becomes clearer as it is matched with congruent microstructures. It reveals who needs to be included for successful implementation. Storyboards invite design participants to carefully define all the micro-organizing elements needed to achieve their purpose: a structuring invitation, space, materials, participation, group configurations, and facilitation and time allocations. Storyboards prevent people from starting and running meetings without an explicit design. Good designs yield better-than-expected results by uncovering tacit and latent sources of innovation.