Facilitation

Collaboration & Questions: Remember Facilitating Reliability is a Long Game

Asking questions as a technical facilitator is a nuanced and deliberate process. All facilitators guide participants through solutions that are created, understood, and accepted by all. The “by all” part makes the role especially challenging and one that transcends a single session. Asking questions as a reliability facilitator contrasts with persuasion or manipulation, where narratives and emotions carry the day. The long game approach requires empathy, patience, consistency, and an in-depth understanding of context.

“Being a great facilitator requires commitment to your participants.”

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by JD Solomon 4 Comments

How Technical Facilitators Can Avoid Provoking Others When Asking Questions

Technical facilitators should avoid provoking others when asking questions to maintain respect, productive effective communication, and create professional relationships. However, there are situations where provocative questions can be effective. For technically trained professionals, the balance lies in knowing when to use respectful inquiry to foster collaboration and when to employ pointed questions to drive necessary change and innovation. The bottom line is to ask powerful questions. This article discusses how to avoid provoking others when asking questions.

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Facilitation & Collaboration: 10 Proven Tips For Asking Great Questions

“I can’t believe you asked him if he married a trophy wife,” my colleague stated. “Even more, I can’t believe he answered it without getting mad. Or that he told you so much about his first marriage and himself.”

“Well, the key was that I kept the questions short and followed where he took the conversation,” I replied. “On its own, the trophy wife is a bit over the top. But in the larger context, it flowed with everything he described and his comfort in discussing it with me.”

10 Tips for Better Questions in Business Environments

Effective communication is important in all relationships. The opening story was among business colleagues after a professional association meeting. While it is a bit personal, it reminds us that asking good questions – including in business environments – is personal.

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Why Facilitators Should Ask Questions When They Think They Know the Answer

The urge to ask questions can sometimes feel redundant, especially when you already have the answers. When you’re on the verge of holding back a question you already know the answer to, pause and consider your motives. As a facilitator, what impact are you aiming for? Are you looking to guide the group toward understanding, or are you merely asserting dominance with your knowledge? Assessing the significance of arriving at a predetermined answer versus fostering an environment of collaboration and openness is essential.

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Three Ways Great Facilitators Anticipate Trouble

Great facilitators anticipate trouble when guiding groups. We normally consider conflict between the participants as the most likely disruptor. However, facilitators should be prepared to overcome a handful of disruptor types in collaborative sessions. This article discusses technology misfires and provides three case examples with solutions.

Virtual Meetings Get Zoom-Bombed

We’ve been having monthly Pee Dee River Basin Council meetings for nearly two years. I serve as the facilitator of the 25-person group and Clemson’s University’s Tom Walker is the logistics coordinator. The meetings are in a hybrid format that allows the public and stakeholders to view the meetings virtually. The meeting was Zoom-bombed mid-way through the January 2024 meeting.

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Five Helpful Tips for Leading Reliability Assessments

Assessing critical infrastructure and facilities is essential for maintaining performance as systems age. Mid-level engineers are frequently tasked with leading a reliability assessment with limited training. The good news is that you don’t need to be a subject matter expert to be successful. But you do need a structured collaboration approach and a mental model to help you through the tough spots. Success rises and falls based on the quality of the facilitation. [Read more…]

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Communicating Asset Management: Four Powerful Articles Improve Success

Communicating with FINESSE and JD Solomon Inc. are jointly focusing on asset management in early 2024. The articles include how to facilitate asset management plans, ways that asset management plans fail, how organizational context impacts implementation, and how to communicate asset management to senior management. These powerful articles will improve your asset management success!

5 Tips to Improve Facilitation of Asset Management Plans

Facilitation is 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. Not all asset managers are great facilitators.

These are my Top 5 tips for facilitating asset management plans:

5. Get the Right People Involved

4. Don’t Overthink the Gap Analysis Tool

3. Create a Charter

2. Establish Organizational Context

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So, You Want Better Team Dynamics and Collaboration? Try CATER

The mental model CATER will help you recall the five techniques that improve collaboration and team dynamics. CATER does two big things necessary for all greatly facilitated sessions. The mental model creates comparable knowledge among participants and opens feedback channels for successful collaboration.

CATER

CATER is a mental model that identifies the core components of a system and helps you wrap your head around how the components interact. [Read more…]

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Systems Thinking: CATER Provides Five Ways to Improve Team Facilitation

The mental model CATER will help you recall the five ways to improve any form of team facilitation. CATER does two big things necessary for all great facilitated sessions. The mental model creates comparable knowledge among participants and opens feedback channels for successful collaboration. Apply systems thinking and improve team performance by CATERing to your participants. [Read more…]

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Why Managing Dissenting Views is Critical for Good Group Decision Making

Majority voting and consensus decision making are two distinct approaches to making decisions in group environments, each with its own characteristics and implications. Consensus decision-making is an alternative to debate and passage of proposals that can be approved through a majority vote. It does not emphasize the goal of the full agreement but instead focuses on acceptance or “living with it.” Choosing the right method for the context, and more importantly, managing the dissenting view, is important in making good group decisions.

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Five Impactful Elements of the New Book, Facilitating with FINESSE

Facilitating with FINESSE: How to Guide People to Powerful Business Solutions is a practitioner’s guide for ten common applications that technically trained professionals are frequently asked to facilitate. The range of applications covers quality and reliability techniques such as block diagrams and tree diagrams through master plans and strategic plans. This article provides five impactful elements for professionals who are often enlisted to lead teams to workable solutions, despite having little or no facilitation training,

Content

The book focuses on ten practical applications and provides specific ways to facilitate them better. There is not a lot of wasted time on the basics covered by most facilitation books. Each self-contained application includes examples – good and bad – from my experiences on some complicated and controversial projects.

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Helpful Summary Tips on Qualitative Assessments and Facilitation

Qualitative assessments are used in various applications, including asset management, risk management, human reliability analysis, and customer surveys. The usefulness of any qualitative assessment is a function of design, analysis, and administration. Facilitation plays a pivotal role.

Facilitators should understand the strengths and weaknesses of the qualitative assessments we facilitate and design. Qualitative assessments measure the opinions, attitudes, knowledge, perceived behaviors, observations, beliefs, and experiences of individuals who use a system the most. The correct understanding is fundamental as we lead participants to solutions that are created, understood, and accepted by all. [Read more…]

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Qualitative Assessments: Do the Fine Points of Risk Matrices Really Matter?

Opinion-based data is the foundation of qualitative assessments. Qualitative assessments are used in various applications, including asset management, risk management, human reliability analysis, and customer surveys. The usefulness of any qualitative assessment is a function of design, analysis, and administration. This article summarizes a review of ten risk matrices performed by facility owners or their consultants. [Read more…]

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So, You Are a Reliability Engineer Forced into Being a Facilitator

Technical professionals are often asked to “lead” teams through the application of assessment tools such as failure modes and effects analysis (FMEA), Root Cause Analysis (RCM), and Reliability Block Diagrams. In some cases, you may be a department manager. In other cases, you are the subject matter expert. Sometimes senior management simply knows you are willing to do it.

The issue is not whether you are smart enough or the most personable engineer in the group. The problem is that you may have all the hard skills required to do the assessment, but you lack formal training in the soft skills. Most of us do the best we can.

This article provides some insights for doing better rather than just being adequate.

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by Carl S. Carlson 4 Comments

Evaluating Facilitator Skills

How to Evaluate the Skills of a Facilitator?

Leading is about learning to be a facilitator – Ashif Shaikh

Ask yourself, when teams work very well together, what are the positive characteristics of the team leader? When teams are dysfunctional, and have poor outcomes, what skills of the leader need to be improved?

Let’s talk about facilitators

Giving proper feedback is a great way to help a colleague improve FMEA facilitation skills. Carefully listening to feedback from a colleague is an important way to improve one’s own FMEA facilitation skills. Both are aided by understanding and using facilitation quality objectives. [Read more…]