Questions? Call 1-800-262-9699

How To Be An Effective Facilitator

 How To Be An Effective Facilitator

Author: Charles M. Cadwell
Credit: 1.0 CEUs
Testing Format: multiple choice
Your Price: $139.00
ISBN: 9780761214113
Format: Book


How to keep a person or team on track and work well with diverse personalities.

By definition, a facilitator is a person who makes things easy. But if you sometimes find the role to be tough—mainly because you’re a manager, not a professional facilitator—this targeted course provides all the help you need. It teaches you the skills needed to keep a person, group, or team on track, and it shows you how to work well with diverse personalities.

Designed for general managers whose time is at a premium, the course presents a six-step process and tools that you can apply in any situation—whether you’re facilitating a short-term problem-solving session or a multi-year strategic planning project.

Course Objective: Teach managers to understand the role of the facilitator in group, team, and individual settings and develop skills to facilitate short- and long-term projects.

Selected Learning Objectives

• Build commitment and foster a “we” approach

• Develop effective, time-saving agendas

• Deal with equipment and logistics, such as room setup and flip chart techniques

• Utilize different types of questioning techniques

• Become an active listener

• Give better feedback

• Use tools such as brainstorming and storyboarding

• Avoid groupthink

Testing Format

This course contains one multiple choice test valued at one Continuing Education Unit (CEU).

Table of Contents

About This Course

How to Take This Course


1. Getting Started As a Facilitator 1

What Is Facilitation?

Uses of Facilitation

Problem Solving or Work Improvement

Strategic Planning

Project Planning

Individual Facilitating

Facilitator Behaviors

What Facilitators Do

How Facilitators Do What They Do

Building Commitment

Establishing Expectations

Using the “We” Approach

Providing Support and Resources

Encouraging Acceptance of Responsibility and Authority

Taking a Personal Interest


Review Questions

2. The Facilitation Process 15

Putting Principles into Practice

Facilitation Focus

Content Knowledge

Process Knowledge

The Facilitation Model

1. Define Purpose and Ground Rules

2. Specify Objectives

3. Analyze the Situation

4. Identify Options

5. Prepare and Implement the Action Plan

6. Follow Up


Review Questions

3. Preparing to Facilitate 33

Putting Principles into Practice

Characteristics of Effective Facilitation Team Members

1. Expertise

2. Impact

3. Commitment

4. Support

5. Number

Keys for Developing an Agenda

Limit the Number of Topics

Decide on Time Requirements

Prioritize Items and Decide on Sequencing

Prepare a Written Agenda

Facilitation Environment Requirements

Equipment and Materials

Room Setup

Room Size and Shape


Flip-chart Techniques for Facilitators

Have More Than One Flip-chart

Print with Capital Letters

Use Abbreviations

Use Paper with Lines and Grids

Use Multiple Colors

Use the Top Two-Thirds of the Page

Hang Completed Pages on the Wall

Don’t Block Participants’ View

Remain Neutral

Use a Recorder


Review Questions

4. Interpersonal Facilitation Skills 51

Putting Principles into Practice

Asking Questions

Open Questions

Direct Questions

Reverse Questions

Referral Questions

Using Questions Effectively

Active Listening

The Listening Process

Providing Feedback

Positive Feedback

Corrective Feedback

Managing Conflict


Review Questions

5. Facilitation Tools 67

Putting Principles into Practice


The Nominal Group Technique

Rank Ordering

Force-Field Analysis

Cause-and-Effect Diagram


Small Groups

Data Gathering


Review Questions

6. Facilitation Dynamics 83

Phases of Team Development






Signs of Groupthink

Overcoming Groupthink

Constructive Participant Roles

Negative Participant Roles


Review Questions

7. Facilitation Success 97

Selecting a Facilitator

Selecting Internal Facilitators

Selecting External Facilitators

Developing New Facilitators

Observe a Facilitation Session

Work with an Experienced Facilitator

Videotape Feedback

Lead a Facilitation Session

Facilitation As a Leadership Process

Facilitation Skills for Leaders

Facilitation and Leadership in the Future


Review Questions