Communicating with FINESSE

“So, what did you think about the most recent five-year management assessment?” asked the Agency Director.

I knew it was a loaded question. If the executive team had agreed with the assessment, the chief operating officer would not have asked me to review it before the report was presented to the Board of Directors.

“I had some issues with the report,” I responded. “Out of the gate, they lost me and will probably lose your Board with that multi-colored, busy graph.”

“I have a question,” stated the Chief Financial Officer. “The second data point from the right end of the line the drastically different than the others. How do you know that the line should be straight? Should not the cost line be curved between the last two data points?”

“Well, when we look at the correlation of the best-fit line with and without the point you reference, we obtain a nearly ideal fit when we treat the second point from the end as an anomaly,” stated the highly educated, high-brow consultant was discussing the agenda item before mine. His second sentence was equally long as he started launching into details about correlation and how the computer program cyphered through all of the data.

“I just got through with a telephone call,” stated a concerned voice on the other end of the line. “We addressed the wrong issue. I am not saying you. It was collectively all of us. They wanted to sell all parts of the business unit and completely get out of that aspect. We addressed them retaining ownership but having someone else operate it.”

“That is not right,” I replied. “We solved the problem they wanted us to solve, and they bought off on it. “We can develop some solutions for the other problem, but that will take some time and effort.”

“How do you know we solved the right problem?” my client asked. “They have gone over everyone’s head and say we didn’t.”

Every written or verbal communication needs a structure. The three-act structure stands the test of time because it is a straightforward, efficient structure that works effectively with our human thinking processes. An example of the three-act structure is the series “Communicating with FINESSE” on Accendo Reliability.

There is still time to jump into the second act if you have not followed from the beginning.

Reliability assessments require all of the previous six facilitation good practices in the “Five Ways to More Effectively Facilitate…” series. This article discusses five ways to effectively facilitate reliability assessments by conducting pre-session exchanges, asking powerful questions, using exercises that engage, anticipating disruption, and controlling the tempo.

The foundations of systems thinking apply to facilitating reliability assessments because the analysis requires a group to establish the nature of separate and inter-related components. Facilitation is defined as a structured session(s) in which the meeting leader (the facilitator) guides the participants through a series of predefined steps to arrive at a result that is created, understood, and accepted by all participants.” For reliability assessments, predefined steps, definitions, and prioritization of implementation actions are three key aspects.

Facilitating Reliability Assessments

A reliability assessment is a decision-making tool that assists in making trade-off decisions related to system performance and financial investments. The major benefit is a comprehensive understanding of the interrelated physical parts, human aspects, and interfaces. In the least case, reliability assessments will indicate a system’s single points of failure and generate mitigation actions that make success more probable. In the greatest case, a reliability assessment will quantify the probabilities of success and failure.

The foundations of systems thinking and facilitation apply to business cases because the analysis requires a group to establish the nature of separate and inter-related components. This article discusses five ways to effectively facilitate business cases by conducting pre-session exchanges, asking powerful questions, using exercises that engage, anticipating disruption, and controlling the tempo.

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The foundations of systems thinking and facilitation apply to capital programs because the analysis requires a group to establish the nature of separate and inter-related components (the projects). This article discusses five ways to effectively facilitate capital programs prioritization by conducting pre-session exchanges, asking powerful questions, using exercises that engage, anticipating disruption, and controlling the tempo. [Read more…]

This article discusses five ways to effectively facilitate block diagrams by conducting pre-session exchanges, asking powerful questions, using exercises that engage, anticipating disruption, and controlling the tempo. The foundations of systems thinking and facilitation apply to block diagrams because the analysis requires a group to establish the nature of separate and inter-related components.

[Read more…]

This article discusses five ways to effectively facilitate tree diagrams by conducting pre-session exchanges, asking powerful questions, using exercises that engage, anticipating disruption, and controlling the tempo. The foundations of systems thinking and facilitation apply to tree diagrams because the analysis requires a group to establish the nature of separate and inter-related components.

Facilitation is defined as a structured session(s) in which the meeting leader (the facilitator) guides the participants through a series of predefined steps to arrive at a result that is created, understood, and accepted by all participants.” As provided in the definition, the fundamentals of good facilitation are always essential, including having a structure for developing tree diagrams that include predefined steps and a process for arriving at results that are created, understood, and accepted by all participants.

Facilitating Tree Diagrams

A tree diagram is a management tool that depicts the hierarchy of tasks and subtasks needed to complete an objective. The finished diagram bears a resemblance to a tree. (American Society for Quality, 2019).

This article discusses five ways to facilitate failure modes and effects analysis (FMEA) more effectively by conducting pre-session exchanges, asking powerful questions, using exercises that engage, anticipating disruption, and controlling the tempo. The foundations of systems thinking and facilitation apply to failure modes and effects analysis because the analysis requires a group to establish the nature of separate and inter-related components.

Facilitation is defined as a structured session(s) in which the meeting leader (the facilitator) guides the participants through a series of predefined steps to arrive at a result that is created, understood, and accepted by all participants.” As provided in the definition, the fundamentals of good facilitation are always essential, including having a structure for an FMEA that includes predefined steps and a process for arriving at results that are created, understood, and accepted by all participants.

Facilitating Failure Modes and Effects Analysis

This article discusses five ways to facilitate root cause analysis (RCA) more effectively through conducting pre-session exchanges, asking powerful questions, using exercises that engage, anticipating disruption, and controlling the tempo. Root cause analysis requires systems thinking because most failures involve a is a collection of interrelated or interacting parts, including physical equipment, humans, and interactions.

Facilitation is defined as a structured session(s) in which the meeting leader (the facilitator) guides the participants through a series of predefined steps to arrive at a result that is created, understood, and accepted by all participants.” The fundamentals of good facilitation as provided in the definition are always essential, including having a structure that includes predefined steps and arriving at results that are created, understood and accepted by all participants.

Facilitating Root Cause Analysis

In a recent article, I shared that every written or verbal communication needs a structure. Aristotle believed that every poem or theatrical performance should follow a three-act structure. The three-act structure stands the test of time in all forms of writing and performing arts. It is also a straightforward and extremely efficient structure. More importantly, it works subtly but effectively with our human thinking processes.

The three-act structure is alive and well in the series “Communicating with FINESSE” on Accendo Reliability. Act One – the Opening – frames what is to come in Act II and lays the foundation of Systems Thinking needed for effective communications. Check out the building story of Act One in these articles: The One Thing Your Approach to Communication & Facilitation is Missing, Effective Communication Is The #1 Thing That Changes Your Life, and Do You Know These Dirty Secrets of Effective Communication? 

We had met at the same place, at the same time, and in the same format every month for the past six months. The team still had eight months to go to complete the master plan. For the past three months, half of the sessions included breakout groups where participants worked together to develop key aspects of the final document. Everything was being performed just like everyone had agreed in the project charter. However, the burnout could be seen in their eyes and heard in their voices…

A seasoned team had designed a week to do Failure Modes and Effects Analysis (FMEA). We would spend a slow-paced Monday afternoon working through the plant overview and a low-intensity Friday morning reviewing what we had done over the week. Everyone was committed to an intense, action-packed middle three days where we would get most of the heavy lifting done. However, by mid-morning Thursday, it was apparent that interest was fading fast…

I knew not to ask the question. I was almost certain I had heard the exchange correctly. I asked anyway, “Jim, I am not sure I understood you. Can you clarify that?”

“I said Ray is a dick,” blurted Jim at a tone that all 30 people in the room clearly understood. “He knows he is. He thinks he is being funny, but he’s not.”

So much for allowing Jim the opportunity to walk it back. Now, as the lead facilitator of a public decision-making group of twenty, I had to get things back on track. There was a deafening silence, only broken by a few smirks. Most of the group looked horrified.

Anticipate Disruption

Disruption is a reality. Disruption will occur. Great facilitators embrace the reality of disruption and are prepared to move through it.

Think about the three best-facilitated sessions you have ever attended. I will bet the facilitator used some type of activity that you remember. The exercise was unexpected, exciting, and effective.

Now consider the worst facilitated session you attended. If there were any, the exercises were as boring and uninteresting as the rest of the facilitation effort. My bet is that standard PowerPoint presentations and a traditional sticky dot exercise were part of the worst sessions.

Engaging Exercises Defined

Engaging exercises are that draw favorable attention or interest. Some synonyms for engaging make the point better: alluring, appealing, captivating, charismatic, enchanting, entrancing, fascinating, glamorous, magnetic, and seductive. From experience, a facilitated session has a good chance to achieve its outcomes if its exercises rise to the level of ‘engaging.