Discovery and scoping of our facilitation involvement

In our initial meeting face by face or by Skype/phone we can use the following questions to align on your goals and expectations, and to discuss how we can best help to maximise the chance our involvement will be a success.

 

If the questions below trigger your thinking in different dimensions that you consider relevant for the facilitated session(s), such alternative dimensions are equally valid and useful. Key is that we align on what is important to you.

 

Note that your initial thoughts that come to mind are the most relevant. Perhaps write your initial thoughts down as they may not come back.

 

Logistics

  1. When would you like the session(s) to occur (month/week)?

  2. How many participants do you foresee in these session(s)?

  3. Where would the session(s) happen?

 

Scope

  1. Objective: what outcome would you ideally get from the session(s)?

  2. Driver: what is the key current issue to resolve?

  3. Diversity: what different perspectives do you know/expect to exist among participants on the key issue?

  4. Urgency: what is the main risk/possible consequence if you do not address the key issue? What timeline do you see for that?

  5. Risks: what is the worst case scenario for the session(s)?

 

As-is

  1. What is common across participants (e.g. vision/purpose/mission/objectives/goals/strategies/governance/activities/content/approach/size/culture/personalities)?

  2. What is different among participants (e.g. vision/purpose/mission/objectives/goals/strategies/governance/activities/content/approach/size/culture/personalities)?

  3. How do participants approach and see the key issue named above?

 

To-be

  1. Please describe key elements of the new state you’d like the session(s) to contribute to?

  2. What are the foreseen benefits of the new state for various stakeholders?

  3. What are the key risks the new state could bring?

 

Process for the session(s)

  1. What activities during the session(s) would contribute (e.g. facilitated plenary chat, games, small group exercises, small group discussions, role plays, videos, whiteboard summaries/lessons learned, brainstorming)?

  2. What activities during the session(s) should we avoid (e.g. facilitated plenary chat, games, small group exercises, small group discussions, role plays, videos, whiteboard summaries/lessons learned, brainstorming)?

  3. What can we do to make the day more fun for participants (e.g.  content/style/approach, light versus intellectual, practical versus analytical, etc)

  4. Possible outline of the session(s) – your thoughts?

 

Of course no answer is right or wrong, it’s just input to tap into what is important to you. Clarity on the above will enable us to get back to you with a proposed approach for discussion and fine tuning.

 

NEXT STEP

 

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