Library of facilitation techniques

Sometimes responsibilities aren’t clear. By creating a RACI (Responsible, Accountable, Consulted, Informed) matrix, a group will tackle the responsibility problem directly.

This is a classic business tool used to keep meetings and workshops focused on track. During discussions, questions will often emerge that are important but not fully relevant to the focus at the moment. These questions or issues are “parked” on a flipchart, to be addressed and answered later. This practice helps ensure that important questions do not get lost and that the group can stay focused on the most relevant things.

A workshop to support teams to reflect on and ultimately increase their alignment with purpose/goals and team member autonomy. Inspired by Peter Smith's model of personal responsibility. Use this workshop to strengthen a culture of personal responsibility and build your team's ability to adapt quickly and navigate change.

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.

Customer experience mapping is a method of documenting and visualizing the experience a customer has as they use the product or service. It also maps out their responses to their experiences.

To be used when there is a solution (even in a conceptual stage) that can be analyzed.

Regular, effective feedback is one of the most important ingredients in building constructive relationships and thriving teams. Openness creates trust and trust creates more openness. Feedback exercises aim to support groups to build trust and openness and for individuals to gain self-awareness and insight. Feedback exercises should always be conducted with thoughtfulness and high awareness of group dynamics. This is a good early feedback exercise when group members have developed some comfort and are still getting to know each other. It focuses on sharing appreciation and curiosity about each other.

Most of us are familiar with brainstorming—a method by which a group generates as many ideas around a topic as possible in a limited amount of time. Brainstorming works to get a high quantity of information on the table. But it begs the follow-up question of how to gather meaning from all the data. Using a simple Affinity Diagram technique can help us discover embedded patterns (and sometimes break old patterns) of thinking by sorting and clustering language-based information into relationships. It can also give us a sense of where most people’s thinking is focused

A SWOT Analysis is used in project planning, strategic planning and other processes where agreement is needed about the current situation of a project, team, department or organization. It stands for Strengths, Weaknesses, Opportunities and Threats.

Inspired by Google’s design sprint process, this workshop provides a structure that teams can use to rapidly prototype and test new ideas. Use this workshop to rapidly ideate, prototype and try out a new concept and practice working creatively and quickly with your team.

Leadership exercise in groups, working with practical leadership principles.

This activity helps groups to translate abstract leadership principles into practical on-the-job behaviours. Participants work in groups to come up with real-life application of leadership principles. The groups take multiple rounds to build upon the ideas of each other, and in the end, evaluate the best ideas to identify the most useful behaviours.

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.