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Facilitator guide
             FACILITATION SKILLS AND ATTITUDES
Learning objectives:

Participants acquire tools, and build their skills and confidence in market facilitation,
specifically:

    Understand the importance of clear communication, targeting their messages and
     listening and asking questions
    Have the tools and confidence to facilitate win-win negotiations
    Understand and are able to apply principles of system behaviours
    Build skills and confidence in coaching others
    Better able to manage and facilitate groups
    Have built understanding of what market facilitation is and have adopted
     appropriate attitudes

Note: The end of this guide contains all of the Top Facilitation Tips from the PMSD
Training materials. See page 16.



Materials:

      Flipchart and marker pens
      3 sheets of blank A4 paper per person
      Post-its
      Pens and paper
      0.1 Module 0 slides - Facilitation Skills and Attitudes
      0.2 Market Facilitation - Good, Bad and Ugly – pages 4-7, 1 each
      0.3 Developing interest-based negotiation skills – 1 between 2
      0.3b Positions and interests worksheet – 1 between 2
      0.4 Roles of the Facilitator handout – 1 each
      0.5 Matching exercise worksheet 1 between 3
      0.5b Matching exercise answers 1 between 3
TRAINING MATERIALS: FACILITATION


Session title                                                Time
Module introduction                                          15 mins
Skill 1: Communication                                       45 mins
Skill 3: Facilitating negotiation                            45 mins
Skill 4: Systems thinking                                    30 mins
Skill 5: Group facilitation                                  60 mins
Market facilitation vs conventional enterprise development   40 mins
Feedback (optional)                                          20 mins
Total                                                        4hrs 15 mins




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Session title: Module introduction
Time: 15 mins
Materials:
 Slides 1-4
Objective:
    Contextualising the module
Context:
This module is all about the skills and attitudes of market facilitation. It is a
cross-cutting module - these skills will be used for all the steps of the PMSD
process.
The module will outline what the key skills are, then take you through a number of
exercises to raise your awareness, encourage new insights and develop your skills.
However, the module is part of an on-going journey; each of these skills will need
focused assessment and continuous practice and feedback for you to master
them.
Process:
   [slide 2] Work through the three phases of the PMSD evolution. Key point to
   highlight is that we are always working towards market actors taking the lead
   themselves.
   [slide 3] For each principle ask someone to volunteer a definition. Add
   anything important they have missed
   [slide 4] Briefly outline the 5 skills we have identified as being most important
   to market facilitation. We will cover all these skills in this module except for
   ‘Relationship Building’ which we cover in module 5.
   [slide 5] Briefly outline module agenda




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Session title: How good is our communication?
Time: 35 mins
Materials:
 3 sheets of blank A4 paper per person
 0.2 Market Facilitation - Good, Bad and Ugly – pages 4-7, one copy each
Objective:
    Participants understand the importance of clear communication, targeting
      their messages and listening and asking questions
Context:
Discuss:
Why do you think communication is key to being an effective market facilitator?
Process:
Activity:
    [Each participant is given 3 sheets of paper, keep 3 for yourself]

Round 1 – 5 minutes
   The goal is for everyone to produce identical patterns with the sheets of paper.
   The rules are:
       - Keep your eyes closed
       - Do exactly what the facilitator instructs
       - No talking
   Read these exact instructions slowly “Fold your paper in half and tear off the
   bottom right corner of the paper” (pause while they complete) “Fold the paper
   in half again and tear off the upper right hand corner” (pause) “Fold the paper
   in half again and tear off the lower left hand corner” (pause)
   Open your eyes, unfold your paper and hold it out so we can all see

Round 2 – 5 minutes
   Split the group/workshop into groups of 3. In these groups try the exercise
   again, with one person acting as the instructor and two as the listeners – the
   rules are the same
   The instructor must give 3 instructions, each including a fold and a tear

Round 3 – 5 minutes
   Still in the same groups, ask them to change roles so someone else is the
   instructor
   This time there is one change to the rules – listeners are allowed to talk
   Once again the instructor must give 3 instructions, each with a fold and a tear

Debrief – 10 minutes:
    What was the result of the 3 attempts? Did you become more accurate?

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    How effective was your listening and communication?
    When have you had experiences like this in real life?
    What lessons do you think it might hold for you as market facilitators?
    What could you have done to further increase the accuracy of this exercise?

Activity – 10 minutes:
   Read the examples of ‘good’ and ‘bad’ communication in 0.2 Market
   Facilitation - Good, Bad and Ugly, and discuss in pairs how it relates to what
   we’ve just done
Notes:
Key messages for debrief:
    Messages need to be adapted – different audiences will perceive the same
    message in different ways
    Importance of taking another person’s perspective
    Our communication is not always as clear as we think it is
    One-way communication is not effective
To improve accuracy:
    Instructor could have used questions – Which way up are you holding your
    paper? How clear are my instructions?
    Instructor could take perspective of the listener, and imagine how they might
    interpret instructions
    Listeners could have asked more questions and asked for feedback as they
    were going along
    Listeners could have asked for the bigger picture - what do you want this to
    look like at the end?




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Session title: Facilitating negotiation
Time: 50 mins
Materials:
    0.3 Developing interest-based negotiation skills – one between two
    0.3b Positions and interests worksheet – one between two
    Slide 6
Objective:
     Participants have the tools and confidence to facilitate win-win
        negotiations
Context:
A key aspect of your role as market facilitators is about facilitating negotiation
between actors to reach win-win solutions.
Is this something any of you have done or tried to do before?
Process:
Present:
We are going to use an approach called ‘interest-based negotiation’.
Usually parties fail to reach agreement because their ‘positions’ are in conflict.
Their stated position is what they say out loud, it is the demand they are making
or what they are refusing to do, for example ‘I won’t sell to you because you don’t
pay me enough money’. However what lies beneath this is their underlying
interest, for example ‘I need to get a good price for my milk so that I can feed my
family’. By going beyond these positions, you are likely to find shared interests.

[slide 6]
The four principles of interest-based negotiation are as follows:
   1. Build trust through mutual understanding and meaningful communication
   2. Focus on revealing underlying interests rather than positions
   3. Widen the options for a solution through the creativity and lateral thinking
      that comes from joint problem solving
   4. Reach agreement that satisfies interests and adds value for all parties.

Activity – 35 minutes:
   Instructions (to groups):In pairs, read through the article ‘Developing effective
   interest-based negotiation skills’ – 10 mins
   Go back to the ‘Bad communicator’ example in 0.2 Market Facilitation - Good,
   Bad and Ugly and identify what you think are the positions and interests of the
   commercial rice farmers and the input dealers and fill in the worksheet – 10
   mins
   Join two other pairs to form a group of 6 [adapt to group size].
    In each group of six, you will act out a role play of two market actors trying to
    negotiate with the help of a facilitator
    Have one pair take on the role of commercial rice farmer, one pair play the role


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    of input dealers and one pair play the market facilitator
    Each pair should follow their own description of their positions and interests.
    The facilitator should try to use the principles described in the Developing
    Interest-based Negotiation Skills handout. Your objective is to help the actors
    to identify their shared interests and reach a deal which satisfies those.
    Market actors should respond in a realistic way to the facilitator and to each
    other
    The pair that is facilitating should alternate – with one facilitating and the
    other observing. Swap over half way through [prompt people when to swap]
    Spend 15 minutes running this negotiation.

Debrief:
    What happened in your negotiation? Did you reach any agreements?
    From the perspective of the market actors – what did you like / what did you
    not like?
    From the perspective of the facilitator – What was easy? What was difficult?
    From the perspective of the observer – What did you observe that worked best?
    What are your key learnings about facilitating negotiation? [record on flipchart]




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Session title: Understanding the principles of systems
Time: 30 mins
Materials and setup:
 Post-its numbered 1, 2, 3… up to the number of participants
 A flipchart
 Plenty of space – a separate room / outside space is ideal, otherwise push
    chairs and tables to the sides of the room
Objective:
     Develop gut-level understanding of the behaviours of systems
     Get to know some key systems principles
Context:
Think of a time when you planned for something to happen, took action, and then
got an unexpected result. [ask a few people to share their experiences]
This exercise will help you to see how a system can produce unexpected
behaviours.
Process:
Activity:
Intro
    Hand out the post-its to the participants to stick to their fronts, making it clear
    that all the numbers are equal and you are giving them out at random. Ask
    everyone to remember what their number is.
    Ask everyone to stand in a circle – make it as big as the room allows
    Say “I will ask each of you to select two other people in the circle. These will
    be your references. However, when selecting, you need to observe these two
    conditions” [write up on flipchart as you describe]
       - Everyone who is an odd number (1, 3, 5, 7 etc) should choose person
            number 2 as one of their references
       - No one should pick as a reference anyone who has ________ [pick an
            item of clothing shared by only a few people, e.g. red top, sandals –
            make sure that this item is not shared by person 2!]
    Pick your two references and memorise their numbers
    When I say ‘Go!’ your goal is to move around the room to form an equilateral
    triangle with your two references as quickly as possible.
    If I say ‘Stop!’ you must stop immediately.
    [Demonstrate what you mean by equilateral triangle using two other
    participants]

Step 1 (illustrating simple system)
   In a moment I will ask only participants 1, 2 and 3 to respond to my ‘Go!’ by
   moving to form an equilateral triangle with their references. Nobody else
   should move.
   What do you think will happen when I say ‘Go!’? How long do you think it will


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    take for the system to come to a rest? [give participants a short time to discuss
    the possibilities]
    Remember only 1, 2 and 3 should move… ‘Go!’
    Observe what happens – typically the three people move for a brief time then
    the system comes to rest
    Ask them to return to the circle

Step 2 (illustrating complex system)
   In a minute I will ask everyone to form an equilateral triangle with their
   references. What do you think will happen? Will it take more or less time?
    [again, a couple of minutes of discussion]
    ‘Go!’
    Observe what happens. This time it is likely to take significantly longer to
    reach equilibrium, but they will eventually all come to rest
    Ask them to stay where they are

Step 3 (illustrating low leverage)
   Point out the people who are wearing the item you previously named (red top,
   sandals etc).
   Ask these people to move to different points
   What do you think will happen now when I say ‘Go!? [give them a bit of time to
    reflect and respond. In fact, there should be no movement at all as no one
    should have picked them as a reference!]
    Shout ‘Go!’ [no one should move]

Step 4 (illustrating high leverage)
   Now pick another few people (the same number you used for the previous try),
   include person number 2. Ask them all to move to a different spot.
   When I say ‘Go!’ what do you think will happen? [again give them time to
    reflect, it should cause much more disturbance in the system, because person
    number 2 is a high-leverage component, but don’t tell them this]
    Shout ‘Go!’
    When everyone has stopped moving, invite them to come back to the circle.

Debrief:
   Describe what happened in those four scenarios.
   Why do you think the last two scenarios were so different to each other?
   How have you seen similar behaviour reflected in your work?
   What general principles can you learn from this?
Notes:
Principles of systems
        Part 1 illustrated a simple system with only a few components. It is quicker
        and easier to change

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        Part 2 illustrated a complex system with many components. It took much
        longer to change
        Part 3 illustrated ‘low leverage’ components – when you move these it
        makes no impact on the system
        Part 4 illustrated ‘high leverage’ components – when you move these it
        makes a significant impact on the system




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Session title: Group facilitation – Roles of the facilitator
Time: 30 mins

Materials:
     Flipchart and lots of different coloured marker pens
     0.4 Roles of the Facilitator handout – 1 each
Objective:
    Participants can list and describe the roles of the facilitator in a workshop
Context:
An interesting way to get people thinking about the topic and get them into
groups…
       Ask a couple of neutral questions for people to put themselves on a
       spectrum from 1-10, e.g. ‘On a scale of 1-10 how much do you like milk?’
       (point to each end of the room when you say this to show which end is 1
       and which is 10)
       Then ask people some facilitation-related questions e.g. ‘On a scale of 1-
       10 how comfortable do you feel speaking in front of a group?’ encourage
       people to be honest – this is not a test it is an opportunity for reflection
       End with ‘On the spectrum of facilitative to directive, what is your natural
       style when working with a group?’ Again, encourage honesty
       Based on this line put people into groups of 3 with the people next to them
Process:
    [slide 7] Go through the Roles of the Facilitator slide briefly – indicate that
    this is referring specifically to group facilitation situations
Instructions:
    You will have 10 minutes to draw a ‘pictogram’ of the roles of the facilitator on
    a piece of flipchart paper – a pictogram is a visual representation using
    pictures and symbols
    Stick them up on the walls
    In your groups, take 5 minutes to go round the room and look at the other
    groups’ pictograms and discuss them

Debrief:
What did you notice about the different pictures?
Which for you best represented the roles of the facilitator and why?
   Hand out 0.4 Roles of the Facilitator




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Session title: Group facilitation – managing group dynamics
Time: 50 mins
Materials:
 Slide 8
 Flipchart and pens
Objective:
     Participants are aware of the additional skills required to facilitate groups
     Participants have practical tips for dealing with group dynamics
Context:
Group facilitation is key to the PMSD process, because of the importance of the
participatory element. There are a number of aspects of the process that will
require you to bring together a diverse group of people, elicit learning and
discussion and build consensus and joint action plans.
It incorporates many of the skills we have already looked at, but there are some
additional skills too.
Process:
Discuss:
    What have you already learned in this module, which could be useful in
    facilitating groups?
    What additional skills and abilities do you need to facilitate a group?

Present:
One of the key additional skills is about managing group dynamics. One of the
greatest challenges for a facilitator is what to do when the session does not go to
plan, either because of a ‘difficult’ person or an unproductive group dynamic. In
reality, sessions rarely go exactly to plan and your ability to tune into the group
and shift your approach accordingly is key to achieving your desired outcomes.

Activity:
Step 1
   Reflecting on meetings and workshops that you have participated in, what are
   some of the challenging dynamics and behaviours you have observed? [5-
    minute brainstorm with whole group]
    Thinking about the people you will be working with, which of these dynamics
    do you think will be most likely and most challenging? Come up to the
    flipchart and put a coloured dot by one of these. [note the top 3-5 challenging
    dynamics/behaviours as voted by the group – depending on how many groups
    you will get them in for the next step]
Step 2
   Get people into small groups [approx. 5 people per group] and give them one
   of the top challenging dynamics/behaviours
   Each group must nominate a group facilitator to lead the discussion
   [slide 8] Discuss the dynamic or behaviour you have been allocated -

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        - What could be the underlying causes/reasons?
        - What can you do in preparation?
        - What can you do in the moment?
Plenary:
Quick report from each group. Report should be given by someone other than the
group facilitator.

Debrief:
 What did your group facilitator do that worked well?
 What are some general tips you have picked up about group facilitation?
Notes:
   Encourage groups to be really specific and practical in their recommendations




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Session title: Market facilitation vs conventional enterprise
development
Time: 40 mins
Materials:
 0.5 Matching exercise worksheet (one-sided printing) – enough copies for one
    between three
 0.5b Matching exercise answers – as above
Objective:
     Participants understand the difference between Market Facilitation and
        conventional enterprise development.
     Participants develop appropriate facilitation attitudes
Context:
The final thing we are going to do is a quick exercise to clarify our understanding
of the difference between Market Facilitation, which focuses on catalysing a whole
system, and some of the more traditional enterprise development approaches
which focus on supporting individuals to grow their businesses.
Process:
    Get participants into groups of 3 with a copy of the worksheets and a pair of
    scissors
Instructions:
    Cut out all the content boxes, then match them up to the appropriate
    categories. With each box you must decide if it goes under Market Facilitation
    or Traditional Enterprise Development Approach – approx. 20 mins
    [When everyone has finished, hand out copies of the answer sheet – one to
    each group]
    Check your answers against the answer sheet, noting which ones you put in the
    wrong place.

Debrief:
    Which ones ended up in the wrong boxes (remind them that this is where the
    richest learning comes out)?
    What surprised you?
    Did you learn anything new from this process?




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Session title: Feedback (optional)
Time: 25 mins
Materials: None
Objective:
    To understand the importance of giving and receiving feedback to improve
       performance
Context:
Feedback is essential to improving your skills as a market facilitator. None of us
ever reach perfection, but we can aim for mastery, which is only attained by a
combination of experience, feedback and reflection.
[slide 9]
Process:
Discuss:
    Who are some of the people you can get feedback from?
    [if prompting needed some examples might be market actors, workshop
    participants, colleagues, managers]
    What are some of the ways you can get feedback?
   [if prompting needed some examples might be verbal, written, regular, ad-hoc]
Activity:
    To demonstrate, please give feedback to your facilitator about how this training
    was delivered. Write down your answers first to these two questions:
       - What did I/we do that helped your learning?
       - What could I/we have done differently to help your learning more?
    [go round the group getting everyone’s answer to question 1, go round again to
    get everyone’s answer to question 2]

Present:
[slide 10]
Notes:
   This is a very important point at which to model the behaviours we expect of
   them as market facilitators. Be sure to thank each person for their feedback,
   both positive and constructive. Do not defend yourself. If necessary ask for
   clarification or explanation




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          A collection of our top tips on facilitation:

Below you will find a collection of all of our top tips on facilitating workshops, gathered
from many years of experience.

These are collated from the tips section that can be found at the end of each facilitator
guide; these are general tips that can be used for all the trainings, and are not specific to
any module.

You can choose to use these in any of the following ways:

        Reflect on and implement one topic for each module in order to fully understand
        and master it before moving on to the next
        Study them all before commencing the training
        Have them available as a resource to draw on when you have a particular
        challenge or are tackling a particular issue




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       Top                   Role modelling
  Facilitation                 For this module in particular, it is vital that you role model
      Tip!                     the skills attitudes and behaviours you are introducing to the
                               participants. Remember to:
                                               Demonstrate active listening, including
            repeating back what you have heard to clarify
            Check in with participants to ensure that they have understood your
            instructions
            Ask frequently if people have questions
            Reflect questions back to the group or the individual “What do you think the
            answer might be?” “Does anyone else have experience of this?”
            When you ask a question to the group, be genuinely open that you may learn
            new ideas or insights. There may be some key points you need to highlight, but
            the purpose of the question is not to get the ‘right’ answer but to explore ideas
            Be sure to create a fun, open atmosphere conducive to trying things out and
            learning. In a ‘performing’ (as opposed to ‘learning’) mode, some of the
            participants may feel defensive or embarrassed, so continually emphasise the
            learning points.
            Ask for feedback!




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       Top                  Module 1: Getting people into groups for activities:
  Facilitation
                            Group activities are a great opportunity for people to share
      Tip!                  ideas with people they would not normally have the chance
                            to. Therefore, don’t just have people get into groups where
                            they’re sitting, as they are likely to sit next to people they
                            know.

Here are two simple ways to get mixed groups:
   Get people to count themselves off ‘1, 2, 3…’ up to the number of groups you want
   to have (total group size/no. of people per group = no. of groups), then ask all the 1s
   to work together, all the 2s etc.
   Get everyone to stand up and line themselves up in a particular order e.g. ‘month of
   birth’ or ‘number of siblings’ (choose something culturally suitable)
Getting people into groups can also be an opportunity to re-energise participants. Here is
an activity that does both…
   Get everyone up and walking around the room
   Choose a few local forms of transport, e.g. ‘rickshaw’ or ‘matatu’ and for each, state
   the number of people that must group together and the action they will do (e.g. if it’s
   a motorbike taxi everyone must get into pairs one behind the other and move around
   the room quickly and noisily). Ensure that one of the modes of transport gives you the
   size of group you are looking for.
   Spend 5 minutes playing the game – i.e. calling out the different forms of transport
   and having everyone immediately get into the appropriate grouping. The last one you
   call should be the correct group size for your next activity.




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       Top                  Module 2: Guided reflection:
  Facilitation              The ‘debrief’ is essentially a guided reflection process,
      Tip!                  allowing participants to get maximum learning and insight
                            from each exercise you do, as well as from each module or
training day. The type of questions you ask will have an impact on the quality of the
discussion, it is not enough just to ask ‘So, what do you think?’. There are a number of
different models or processes you can refer to. Here are a few options:
1. The ORID method (Observational / Reflective / Interpretive / Decisional):
       What happened in that exercise?
       What did you like / enjoy?
       How has this changed your thinking?
       What will you do differently in future as a result?
2. The What? So What? Now What? method:
      What have you learned?
      So what – what is the significance of the learning?
      Now what are you going to do or change going forward?
3. Start. Stop. Continue. Change:
Based on what you’ve learned, what will you:
       start doing and stop doing?
       continue doing?
       How will you change what you’re already doing?
4. AH-HAH!
Ask everyone to write ‘Ah-hah!’ on a page of their notebook and to make a note every
time they learn something new, have a new insight or make a new connection. At the end
of each module (or day or hour…) have each person (or team) share their most important
Ah-hah! moments.
5. Could you really use this?
This can be an important additional question to ask. If not, is it because you’ve not gone
into enough detail or because you think this framework is not relevant to you? Often the
answer might be ‘I’ve not put enough contextual detail’. This can lead from a generic
reporting back to tackling some of the important specific issues.

The type of debrief it is best to use will depend on whether you are debriefing an
exercise, a module or an entire training programme.

Give time to this process and don’t be afraid of silence – reflection takes time.




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        Top                  Module 3: If it’s just not working:
   Facilitation              Here is a set of tips to help you deal with those times when
       Tip!                  what you’re doing just doesn’t seem to be working…


    If participants seem disengaged during a plenary session, try getting them into small
    groups to discuss learning, then ask them to share the highlights
    If report-backs are taking too long and are too detailed to hold people’s attention, try
    focusing the reports e.g. by asking ‘what did you disagree on?’
    If the group don’t seem to understand what you’re saying, try illustrating it with an
    example, or ask if someone else would like to try explaining it
    If energy is low, move quickly to the next session and get people into different
    groups, requiring them to get up and move around
    If people seem a bit overwhelmed with information, take some time out for individual
    or group reflection on what has been covered so far
    If you’re not really sure how participants are doing, you can quickly take the
    ‘temperature’ of the room by asking each person to say two words that describe how
    they’re feeling e.g. ‘tired and frustrated’ or ‘inspired and motivated’
    If participants keep looking to you to have all the answers, try reflecting questions
    back to the group
    If participants are asking lots of questions about an exercise and you have explained
    it clearly a few times, ask them to try it out and see what questions come up as they
    go
    If a topic is brought up that is not directly relevant to the session and is likely to
    cause long and heated discussion, don’t be afraid to say that it is unfortunately not a
    question that it is within the scope of the session to answer
    If you are really not sure what to do… announce a short ‘energy break’ to give
    yourself time to stop and think!




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       Top                   Module 4: Gathering Objectives for each module
   Facilitation            In order to focus your mind, as well as the minds of the
       Tip!                participants, it can be useful to set learning objectives for
                           each module. These should be based on the outlined topic
for each module as well as participants having an idea of what will be covered. There are
a number of different ways you can do this:

    Send out an agenda and request objectives in advance of the module – this will work
    if you have time gaps between modules, and will give you the opportunity to tailor the
    module according to what they say.
    Get participants into pairs or small groups at the start of the module to discuss their
    objectives, then they can report back the highlights to the whole group
    Ask each participant to think of the one thing they would most like to get from the
    module and write them all up on a flipchart. This also gives you the opportunity to
    review at the end of the day whether or not they achieved their objective.




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       Top                    Module 5: Reviewing learning:
   Facilitation
       Tip!                  At the end of each module, or each day depending on how
                             you are structuring the training, it is important to review
participants’ learning and address any questions or confusion, as well as get feedback for
how the training was run.

This will enable you to:
    Cement learning
    Understand what participants know and don’t know
    Understand what participants are gaining from the training
    Address questions or confusion in the moment and/or…
    …Revisit difficult topics in the next sessions
    Improve your facilitation skills
    Provide feedback to the PMSD Roadmap team about how the training can be
    improved

There are a number of ways of doing this ranging from the very simple to the more
complex.
   The simplest review would consist of 2-3 questions answered verbally by each of the
   participants e.g. ‘What made you happy?’ ‘What frustrated you?’ ‘What confused you?’
    There are many variations of these questions e.g. ‘What was most valuable for you?’
    ‘What did you learn?’ ‘What should we do differently in future?’
    A slightly more complex review could involve participants discussing these questions
    in small groups and reporting back their key points

If you are particularly keen to know what information they have absorbed, you can use a
quiz…
    You could put the questions together yourself; some example questions are included
    below which you might use for a quiz on this module:
    1. Define a ‘key actor’
    2. What are the five elements of the trust equation?
    3. Name two elements of an invitation which can be personalised to attract key
       actors to attend?
    An alternative (and usually more effective) technique is to have the participants
    prepare the questions themselves:
        -   Get them into groups of 3-5 and have each group think-up as many questions
            as there are other groups and prepare an answer for each of the questions.


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TRAINING MATERIALS: FACILITATION


        -   Have group 1 ask their questions first – one each to group 2, group 3 etc.
        -   Give each group a minute to answer their question – check back with the
            questioning group what their answer was and allocate a point for each correct
            answer – if there is a disagreement you may have to arbitrate
        -   Then get group 2 to ask their questions to the other groups in turn
        -   When all the groups are done, you should have a winner!
    NB – you might like to have a tie-break question prepared in case you do not have a
    clear winner




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TRAINING MATERIALS: FACILITATION



       Top
   Facilitation              Module 6: Every challenge is a learning opportunity:
       Tip!
                             It can be easy when facilitating a training workshop to feel
that a challenge to the material you are presenting is an attack on you. How many times
have you seen a speaker, trainer or facilitator become defensive and get into arguments
with a participant? Likewise, when the ideas you are presenting are challenging
participants’ usual way of thinking or doing things you may find that they become
defensive.

So how do you ensure you enter a productive dialogue rather than an argument?

        Remain calm – listen, smile, and pause before responding
        Thank the participant for their stimulating question – remember, it is evidence
        that they are really engaging with the material
        Really listen – don’t just react to what they have said but try to get to the bottom
        of their real concern or question. This may require further probing by asking
        questions and reflecting back your understanding
        Identify the learning opportunity – these discussions often provide an opportunity
        you may not otherwise have had, e.g. to explore nuances of an idea, present
        another side or reinforce learning
        Trust in the group – try throwing the question back to them. You may be surprised
        and delighted by their insights, and the ‘challenger’ may find it easier to hear
        from them
        Respect their right to take what they want from the sessions – you may not reach
        agreement, however it is not your job to ‘make them understand’, but to facilitate
        their learning process
        Summarise the key learning message and move on – don’t get stuck in a repetitive
        argument!
        If you are concerned that continuous ‘unproductive’ challenges are damaging the
        group experience try using the Situation, Behaviour, Impact model (see Step 7
        Guidelines pg 15) to give feedback to the participant outside of the group
        sessions
        Finally, once the session is over, review subsequent sessions – decide if you need
        to spend more time reviewing a particular concept, tool or principle and think
        about additional resources, people or activities which may be able to help

This is one of the trickiest aspects of facilitation, but when approached well it can
unlock some of the richest group learning. Don’t be hard on yourself if you don’t respond
as well as you would like; it takes experience and practice to really get this right.


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        Top                  Module 7: Keeping Timings on your side:
   Facilitation              An important element of facilitation is planning effectively so
       Tip!                  that you make maximum use of people’s time without
                             overloading them.

    For any given activity there will be a range of potential timings you could use. For
    example, individual reflection on a particular question could range from 1 minute to
    15 minutes, depending on whether it is a familiar subject and you are looking for a
    quick brainstorm or it is a new area and/or you are looking for their considered view.
    A group activity where you are asking them to match a set of statements to a set of
    categories could range from 10 minutes to an hour depending on the complexity of
    the exercise and whether the purpose is to generate discussion or to become really
    familiar with the material.
    Pace should be appropriate for the group and the purpose. Sometimes it is essential
    to slow the pace and allow for deep reflection and discussion, at other times you may
    want to keep the pace up to keep people engaged and make significant progress.
    Generally you will want to vary the pace throughout a given workshop or training
    session.
    With experience you will start to learn how long specific activities need. As you go
    through a training or workshop, note down the actual time used for an exercise and
    adjust future sessions accordingly. You will learn more generally about how long
    things take and be able to estimate more accurately how much time new activities
    will need when you invent them. However, every group is different. Therefore…
        a. Use your intuition to tap into the energy of the group. You can usually sense
           whether groups are still fully engaged in productive and animated discussion
           and may therefore need more time, or have got maximum benefit from the
           group work and have moved into ‘chat’.
        b. Being clear about your objectives will help you to assess how flexible or rigid
           to be in your timings. Don’t miss out on opportunities for important insights or
           discussion because you are afraid to go off schedule, but on the other hand
           you must remember that additional time spent one thing will have to be
           recovered from elsewhere, and you may be aware of how essential a later
           exercise is in getting the group to where they need to be.




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        Top                    Module 8: Group size:
   Facilitation
       Tip!                    Some tips and advice on how to adapt the training materials
                               to work with different group sizes, and the ideal number of
                               participants to aim for.

 Number of                    Notes                               Suggestions
participants
1-7               You will struggle to run some 1. Get some more people involved! Invite
                  of the exercises with a group other staff in the office or from partner
                  this size                     organisations – they will get lots of benefit
                                                too.
                                                2. Adapt the exercises – use more pair
                                                work and have more whole group
                                                discussions
8-11              This group size will work     See notes in the sessions plans
                  well but some exercises will
                  need to be adapted
12-16             This is a perfect group size  Aim for this number! You will be able to
                  for this training             run most of the sessions with no
                                                adaptations.
17-30             This is a large group – the   1. If possible give yourself more time as
                  exercises should still be     you may find that sessions take longer with
                  effective but you may find    this size of group.
                  plenary discussions more of   2. Involve a co-facilitator, this size of group
                  a challenge                   is too big for one person
                                                3. You may want to split the group in half
                                                for some sections
                                                4. See notes for adaptations of exercises
                                                for larger groups




                                               26
Beta Version 2 – Oct 2012

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Facilitation Training Materials - Facilitator Guide

  • 1. Facilitator guide FACILITATION SKILLS AND ATTITUDES Learning objectives: Participants acquire tools, and build their skills and confidence in market facilitation, specifically:  Understand the importance of clear communication, targeting their messages and listening and asking questions  Have the tools and confidence to facilitate win-win negotiations  Understand and are able to apply principles of system behaviours  Build skills and confidence in coaching others  Better able to manage and facilitate groups  Have built understanding of what market facilitation is and have adopted appropriate attitudes Note: The end of this guide contains all of the Top Facilitation Tips from the PMSD Training materials. See page 16. Materials:  Flipchart and marker pens  3 sheets of blank A4 paper per person  Post-its  Pens and paper  0.1 Module 0 slides - Facilitation Skills and Attitudes  0.2 Market Facilitation - Good, Bad and Ugly – pages 4-7, 1 each  0.3 Developing interest-based negotiation skills – 1 between 2  0.3b Positions and interests worksheet – 1 between 2  0.4 Roles of the Facilitator handout – 1 each  0.5 Matching exercise worksheet 1 between 3  0.5b Matching exercise answers 1 between 3
  • 2. TRAINING MATERIALS: FACILITATION Session title Time Module introduction 15 mins Skill 1: Communication 45 mins Skill 3: Facilitating negotiation 45 mins Skill 4: Systems thinking 30 mins Skill 5: Group facilitation 60 mins Market facilitation vs conventional enterprise development 40 mins Feedback (optional) 20 mins Total 4hrs 15 mins 2 Beta Version 2 – Oct 2012
  • 3. TRAINING MATERIALS: FACILITATION Session title: Module introduction Time: 15 mins Materials:  Slides 1-4 Objective:  Contextualising the module Context: This module is all about the skills and attitudes of market facilitation. It is a cross-cutting module - these skills will be used for all the steps of the PMSD process. The module will outline what the key skills are, then take you through a number of exercises to raise your awareness, encourage new insights and develop your skills. However, the module is part of an on-going journey; each of these skills will need focused assessment and continuous practice and feedback for you to master them. Process: [slide 2] Work through the three phases of the PMSD evolution. Key point to highlight is that we are always working towards market actors taking the lead themselves. [slide 3] For each principle ask someone to volunteer a definition. Add anything important they have missed [slide 4] Briefly outline the 5 skills we have identified as being most important to market facilitation. We will cover all these skills in this module except for ‘Relationship Building’ which we cover in module 5. [slide 5] Briefly outline module agenda 3 Beta Version 2 – Oct 2012
  • 4. TRAINING MATERIALS: FACILITATION Session title: How good is our communication? Time: 35 mins Materials:  3 sheets of blank A4 paper per person  0.2 Market Facilitation - Good, Bad and Ugly – pages 4-7, one copy each Objective:  Participants understand the importance of clear communication, targeting their messages and listening and asking questions Context: Discuss: Why do you think communication is key to being an effective market facilitator? Process: Activity: [Each participant is given 3 sheets of paper, keep 3 for yourself] Round 1 – 5 minutes The goal is for everyone to produce identical patterns with the sheets of paper. The rules are: - Keep your eyes closed - Do exactly what the facilitator instructs - No talking Read these exact instructions slowly “Fold your paper in half and tear off the bottom right corner of the paper” (pause while they complete) “Fold the paper in half again and tear off the upper right hand corner” (pause) “Fold the paper in half again and tear off the lower left hand corner” (pause) Open your eyes, unfold your paper and hold it out so we can all see Round 2 – 5 minutes Split the group/workshop into groups of 3. In these groups try the exercise again, with one person acting as the instructor and two as the listeners – the rules are the same The instructor must give 3 instructions, each including a fold and a tear Round 3 – 5 minutes Still in the same groups, ask them to change roles so someone else is the instructor This time there is one change to the rules – listeners are allowed to talk Once again the instructor must give 3 instructions, each with a fold and a tear Debrief – 10 minutes: What was the result of the 3 attempts? Did you become more accurate? 4 Beta Version 2 – Oct 2012
  • 5. TRAINING MATERIALS: FACILITATION How effective was your listening and communication? When have you had experiences like this in real life? What lessons do you think it might hold for you as market facilitators? What could you have done to further increase the accuracy of this exercise? Activity – 10 minutes: Read the examples of ‘good’ and ‘bad’ communication in 0.2 Market Facilitation - Good, Bad and Ugly, and discuss in pairs how it relates to what we’ve just done Notes: Key messages for debrief: Messages need to be adapted – different audiences will perceive the same message in different ways Importance of taking another person’s perspective Our communication is not always as clear as we think it is One-way communication is not effective To improve accuracy: Instructor could have used questions – Which way up are you holding your paper? How clear are my instructions? Instructor could take perspective of the listener, and imagine how they might interpret instructions Listeners could have asked more questions and asked for feedback as they were going along Listeners could have asked for the bigger picture - what do you want this to look like at the end? 5 Beta Version 2 – Oct 2012
  • 6. TRAINING MATERIALS: FACILITATION Session title: Facilitating negotiation Time: 50 mins Materials: 0.3 Developing interest-based negotiation skills – one between two 0.3b Positions and interests worksheet – one between two Slide 6 Objective:  Participants have the tools and confidence to facilitate win-win negotiations Context: A key aspect of your role as market facilitators is about facilitating negotiation between actors to reach win-win solutions. Is this something any of you have done or tried to do before? Process: Present: We are going to use an approach called ‘interest-based negotiation’. Usually parties fail to reach agreement because their ‘positions’ are in conflict. Their stated position is what they say out loud, it is the demand they are making or what they are refusing to do, for example ‘I won’t sell to you because you don’t pay me enough money’. However what lies beneath this is their underlying interest, for example ‘I need to get a good price for my milk so that I can feed my family’. By going beyond these positions, you are likely to find shared interests. [slide 6] The four principles of interest-based negotiation are as follows: 1. Build trust through mutual understanding and meaningful communication 2. Focus on revealing underlying interests rather than positions 3. Widen the options for a solution through the creativity and lateral thinking that comes from joint problem solving 4. Reach agreement that satisfies interests and adds value for all parties. Activity – 35 minutes: Instructions (to groups):In pairs, read through the article ‘Developing effective interest-based negotiation skills’ – 10 mins Go back to the ‘Bad communicator’ example in 0.2 Market Facilitation - Good, Bad and Ugly and identify what you think are the positions and interests of the commercial rice farmers and the input dealers and fill in the worksheet – 10 mins Join two other pairs to form a group of 6 [adapt to group size]. In each group of six, you will act out a role play of two market actors trying to negotiate with the help of a facilitator Have one pair take on the role of commercial rice farmer, one pair play the role 6 Beta Version 2 – Oct 2012
  • 7. TRAINING MATERIALS: FACILITATION of input dealers and one pair play the market facilitator Each pair should follow their own description of their positions and interests. The facilitator should try to use the principles described in the Developing Interest-based Negotiation Skills handout. Your objective is to help the actors to identify their shared interests and reach a deal which satisfies those. Market actors should respond in a realistic way to the facilitator and to each other The pair that is facilitating should alternate – with one facilitating and the other observing. Swap over half way through [prompt people when to swap] Spend 15 minutes running this negotiation. Debrief: What happened in your negotiation? Did you reach any agreements? From the perspective of the market actors – what did you like / what did you not like? From the perspective of the facilitator – What was easy? What was difficult? From the perspective of the observer – What did you observe that worked best? What are your key learnings about facilitating negotiation? [record on flipchart] 7 Beta Version 2 – Oct 2012
  • 8. TRAINING MATERIALS: FACILITATION Session title: Understanding the principles of systems Time: 30 mins Materials and setup:  Post-its numbered 1, 2, 3… up to the number of participants  A flipchart  Plenty of space – a separate room / outside space is ideal, otherwise push chairs and tables to the sides of the room Objective:  Develop gut-level understanding of the behaviours of systems  Get to know some key systems principles Context: Think of a time when you planned for something to happen, took action, and then got an unexpected result. [ask a few people to share their experiences] This exercise will help you to see how a system can produce unexpected behaviours. Process: Activity: Intro Hand out the post-its to the participants to stick to their fronts, making it clear that all the numbers are equal and you are giving them out at random. Ask everyone to remember what their number is. Ask everyone to stand in a circle – make it as big as the room allows Say “I will ask each of you to select two other people in the circle. These will be your references. However, when selecting, you need to observe these two conditions” [write up on flipchart as you describe] - Everyone who is an odd number (1, 3, 5, 7 etc) should choose person number 2 as one of their references - No one should pick as a reference anyone who has ________ [pick an item of clothing shared by only a few people, e.g. red top, sandals – make sure that this item is not shared by person 2!] Pick your two references and memorise their numbers When I say ‘Go!’ your goal is to move around the room to form an equilateral triangle with your two references as quickly as possible. If I say ‘Stop!’ you must stop immediately. [Demonstrate what you mean by equilateral triangle using two other participants] Step 1 (illustrating simple system) In a moment I will ask only participants 1, 2 and 3 to respond to my ‘Go!’ by moving to form an equilateral triangle with their references. Nobody else should move. What do you think will happen when I say ‘Go!’? How long do you think it will 8 Beta Version 2 – Oct 2012
  • 9. TRAINING MATERIALS: FACILITATION take for the system to come to a rest? [give participants a short time to discuss the possibilities] Remember only 1, 2 and 3 should move… ‘Go!’ Observe what happens – typically the three people move for a brief time then the system comes to rest Ask them to return to the circle Step 2 (illustrating complex system) In a minute I will ask everyone to form an equilateral triangle with their references. What do you think will happen? Will it take more or less time? [again, a couple of minutes of discussion] ‘Go!’ Observe what happens. This time it is likely to take significantly longer to reach equilibrium, but they will eventually all come to rest Ask them to stay where they are Step 3 (illustrating low leverage) Point out the people who are wearing the item you previously named (red top, sandals etc). Ask these people to move to different points What do you think will happen now when I say ‘Go!? [give them a bit of time to reflect and respond. In fact, there should be no movement at all as no one should have picked them as a reference!] Shout ‘Go!’ [no one should move] Step 4 (illustrating high leverage) Now pick another few people (the same number you used for the previous try), include person number 2. Ask them all to move to a different spot. When I say ‘Go!’ what do you think will happen? [again give them time to reflect, it should cause much more disturbance in the system, because person number 2 is a high-leverage component, but don’t tell them this] Shout ‘Go!’ When everyone has stopped moving, invite them to come back to the circle. Debrief: Describe what happened in those four scenarios. Why do you think the last two scenarios were so different to each other? How have you seen similar behaviour reflected in your work? What general principles can you learn from this? Notes: Principles of systems Part 1 illustrated a simple system with only a few components. It is quicker and easier to change 9 Beta Version 2 – Oct 2012
  • 10. TRAINING MATERIALS: FACILITATION Part 2 illustrated a complex system with many components. It took much longer to change Part 3 illustrated ‘low leverage’ components – when you move these it makes no impact on the system Part 4 illustrated ‘high leverage’ components – when you move these it makes a significant impact on the system 10 Beta Version 2 – Oct 2012
  • 11. TRAINING MATERIALS: FACILITATION Session title: Group facilitation – Roles of the facilitator Time: 30 mins Materials:  Flipchart and lots of different coloured marker pens  0.4 Roles of the Facilitator handout – 1 each Objective:  Participants can list and describe the roles of the facilitator in a workshop Context: An interesting way to get people thinking about the topic and get them into groups… Ask a couple of neutral questions for people to put themselves on a spectrum from 1-10, e.g. ‘On a scale of 1-10 how much do you like milk?’ (point to each end of the room when you say this to show which end is 1 and which is 10) Then ask people some facilitation-related questions e.g. ‘On a scale of 1- 10 how comfortable do you feel speaking in front of a group?’ encourage people to be honest – this is not a test it is an opportunity for reflection End with ‘On the spectrum of facilitative to directive, what is your natural style when working with a group?’ Again, encourage honesty Based on this line put people into groups of 3 with the people next to them Process: [slide 7] Go through the Roles of the Facilitator slide briefly – indicate that this is referring specifically to group facilitation situations Instructions: You will have 10 minutes to draw a ‘pictogram’ of the roles of the facilitator on a piece of flipchart paper – a pictogram is a visual representation using pictures and symbols Stick them up on the walls In your groups, take 5 minutes to go round the room and look at the other groups’ pictograms and discuss them Debrief: What did you notice about the different pictures? Which for you best represented the roles of the facilitator and why? Hand out 0.4 Roles of the Facilitator 11 Beta Version 2 – Oct 2012
  • 12. TRAINING MATERIALS: FACILITATION Session title: Group facilitation – managing group dynamics Time: 50 mins Materials:  Slide 8  Flipchart and pens Objective:  Participants are aware of the additional skills required to facilitate groups  Participants have practical tips for dealing with group dynamics Context: Group facilitation is key to the PMSD process, because of the importance of the participatory element. There are a number of aspects of the process that will require you to bring together a diverse group of people, elicit learning and discussion and build consensus and joint action plans. It incorporates many of the skills we have already looked at, but there are some additional skills too. Process: Discuss: What have you already learned in this module, which could be useful in facilitating groups? What additional skills and abilities do you need to facilitate a group? Present: One of the key additional skills is about managing group dynamics. One of the greatest challenges for a facilitator is what to do when the session does not go to plan, either because of a ‘difficult’ person or an unproductive group dynamic. In reality, sessions rarely go exactly to plan and your ability to tune into the group and shift your approach accordingly is key to achieving your desired outcomes. Activity: Step 1 Reflecting on meetings and workshops that you have participated in, what are some of the challenging dynamics and behaviours you have observed? [5- minute brainstorm with whole group] Thinking about the people you will be working with, which of these dynamics do you think will be most likely and most challenging? Come up to the flipchart and put a coloured dot by one of these. [note the top 3-5 challenging dynamics/behaviours as voted by the group – depending on how many groups you will get them in for the next step] Step 2 Get people into small groups [approx. 5 people per group] and give them one of the top challenging dynamics/behaviours Each group must nominate a group facilitator to lead the discussion [slide 8] Discuss the dynamic or behaviour you have been allocated - 12 Beta Version 2 – Oct 2012
  • 13. TRAINING MATERIALS: FACILITATION - What could be the underlying causes/reasons? - What can you do in preparation? - What can you do in the moment? Plenary: Quick report from each group. Report should be given by someone other than the group facilitator. Debrief:  What did your group facilitator do that worked well?  What are some general tips you have picked up about group facilitation? Notes: Encourage groups to be really specific and practical in their recommendations 13 Beta Version 2 – Oct 2012
  • 14. TRAINING MATERIALS: FACILITATION Session title: Market facilitation vs conventional enterprise development Time: 40 mins Materials:  0.5 Matching exercise worksheet (one-sided printing) – enough copies for one between three  0.5b Matching exercise answers – as above Objective:  Participants understand the difference between Market Facilitation and conventional enterprise development.  Participants develop appropriate facilitation attitudes Context: The final thing we are going to do is a quick exercise to clarify our understanding of the difference between Market Facilitation, which focuses on catalysing a whole system, and some of the more traditional enterprise development approaches which focus on supporting individuals to grow their businesses. Process: Get participants into groups of 3 with a copy of the worksheets and a pair of scissors Instructions: Cut out all the content boxes, then match them up to the appropriate categories. With each box you must decide if it goes under Market Facilitation or Traditional Enterprise Development Approach – approx. 20 mins [When everyone has finished, hand out copies of the answer sheet – one to each group] Check your answers against the answer sheet, noting which ones you put in the wrong place. Debrief: Which ones ended up in the wrong boxes (remind them that this is where the richest learning comes out)? What surprised you? Did you learn anything new from this process? 14 Beta Version 2 – Oct 2012
  • 15. TRAINING MATERIALS: FACILITATION Session title: Feedback (optional) Time: 25 mins Materials: None Objective:  To understand the importance of giving and receiving feedback to improve performance Context: Feedback is essential to improving your skills as a market facilitator. None of us ever reach perfection, but we can aim for mastery, which is only attained by a combination of experience, feedback and reflection. [slide 9] Process: Discuss: Who are some of the people you can get feedback from? [if prompting needed some examples might be market actors, workshop participants, colleagues, managers] What are some of the ways you can get feedback? [if prompting needed some examples might be verbal, written, regular, ad-hoc] Activity: To demonstrate, please give feedback to your facilitator about how this training was delivered. Write down your answers first to these two questions: - What did I/we do that helped your learning? - What could I/we have done differently to help your learning more? [go round the group getting everyone’s answer to question 1, go round again to get everyone’s answer to question 2] Present: [slide 10] Notes: This is a very important point at which to model the behaviours we expect of them as market facilitators. Be sure to thank each person for their feedback, both positive and constructive. Do not defend yourself. If necessary ask for clarification or explanation 15 Beta Version 2 – Oct 2012
  • 16. TRAINING MATERIALS: FACILITATION A collection of our top tips on facilitation: Below you will find a collection of all of our top tips on facilitating workshops, gathered from many years of experience. These are collated from the tips section that can be found at the end of each facilitator guide; these are general tips that can be used for all the trainings, and are not specific to any module. You can choose to use these in any of the following ways: Reflect on and implement one topic for each module in order to fully understand and master it before moving on to the next Study them all before commencing the training Have them available as a resource to draw on when you have a particular challenge or are tackling a particular issue 16 Beta Version 2 – Oct 2012
  • 17. TRAINING MATERIALS: FACILITATION Top Role modelling Facilitation For this module in particular, it is vital that you role model Tip! the skills attitudes and behaviours you are introducing to the participants. Remember to: Demonstrate active listening, including repeating back what you have heard to clarify Check in with participants to ensure that they have understood your instructions Ask frequently if people have questions Reflect questions back to the group or the individual “What do you think the answer might be?” “Does anyone else have experience of this?” When you ask a question to the group, be genuinely open that you may learn new ideas or insights. There may be some key points you need to highlight, but the purpose of the question is not to get the ‘right’ answer but to explore ideas Be sure to create a fun, open atmosphere conducive to trying things out and learning. In a ‘performing’ (as opposed to ‘learning’) mode, some of the participants may feel defensive or embarrassed, so continually emphasise the learning points. Ask for feedback! 17 Beta Version 2 – Oct 2012
  • 18. TRAINING MATERIALS: FACILITATION Top Module 1: Getting people into groups for activities: Facilitation Group activities are a great opportunity for people to share Tip! ideas with people they would not normally have the chance to. Therefore, don’t just have people get into groups where they’re sitting, as they are likely to sit next to people they know. Here are two simple ways to get mixed groups: Get people to count themselves off ‘1, 2, 3…’ up to the number of groups you want to have (total group size/no. of people per group = no. of groups), then ask all the 1s to work together, all the 2s etc. Get everyone to stand up and line themselves up in a particular order e.g. ‘month of birth’ or ‘number of siblings’ (choose something culturally suitable) Getting people into groups can also be an opportunity to re-energise participants. Here is an activity that does both… Get everyone up and walking around the room Choose a few local forms of transport, e.g. ‘rickshaw’ or ‘matatu’ and for each, state the number of people that must group together and the action they will do (e.g. if it’s a motorbike taxi everyone must get into pairs one behind the other and move around the room quickly and noisily). Ensure that one of the modes of transport gives you the size of group you are looking for. Spend 5 minutes playing the game – i.e. calling out the different forms of transport and having everyone immediately get into the appropriate grouping. The last one you call should be the correct group size for your next activity. 18 Beta Version 2 – Oct 2012
  • 19. TRAINING MATERIALS: FACILITATION Top Module 2: Guided reflection: Facilitation The ‘debrief’ is essentially a guided reflection process, Tip! allowing participants to get maximum learning and insight from each exercise you do, as well as from each module or training day. The type of questions you ask will have an impact on the quality of the discussion, it is not enough just to ask ‘So, what do you think?’. There are a number of different models or processes you can refer to. Here are a few options: 1. The ORID method (Observational / Reflective / Interpretive / Decisional): What happened in that exercise? What did you like / enjoy? How has this changed your thinking? What will you do differently in future as a result? 2. The What? So What? Now What? method: What have you learned? So what – what is the significance of the learning? Now what are you going to do or change going forward? 3. Start. Stop. Continue. Change: Based on what you’ve learned, what will you: start doing and stop doing? continue doing? How will you change what you’re already doing? 4. AH-HAH! Ask everyone to write ‘Ah-hah!’ on a page of their notebook and to make a note every time they learn something new, have a new insight or make a new connection. At the end of each module (or day or hour…) have each person (or team) share their most important Ah-hah! moments. 5. Could you really use this? This can be an important additional question to ask. If not, is it because you’ve not gone into enough detail or because you think this framework is not relevant to you? Often the answer might be ‘I’ve not put enough contextual detail’. This can lead from a generic reporting back to tackling some of the important specific issues. The type of debrief it is best to use will depend on whether you are debriefing an exercise, a module or an entire training programme. Give time to this process and don’t be afraid of silence – reflection takes time. 19 Beta Version 2 – Oct 2012
  • 20. TRAINING MATERIALS: FACILITATION Top Module 3: If it’s just not working: Facilitation Here is a set of tips to help you deal with those times when Tip! what you’re doing just doesn’t seem to be working… If participants seem disengaged during a plenary session, try getting them into small groups to discuss learning, then ask them to share the highlights If report-backs are taking too long and are too detailed to hold people’s attention, try focusing the reports e.g. by asking ‘what did you disagree on?’ If the group don’t seem to understand what you’re saying, try illustrating it with an example, or ask if someone else would like to try explaining it If energy is low, move quickly to the next session and get people into different groups, requiring them to get up and move around If people seem a bit overwhelmed with information, take some time out for individual or group reflection on what has been covered so far If you’re not really sure how participants are doing, you can quickly take the ‘temperature’ of the room by asking each person to say two words that describe how they’re feeling e.g. ‘tired and frustrated’ or ‘inspired and motivated’ If participants keep looking to you to have all the answers, try reflecting questions back to the group If participants are asking lots of questions about an exercise and you have explained it clearly a few times, ask them to try it out and see what questions come up as they go If a topic is brought up that is not directly relevant to the session and is likely to cause long and heated discussion, don’t be afraid to say that it is unfortunately not a question that it is within the scope of the session to answer If you are really not sure what to do… announce a short ‘energy break’ to give yourself time to stop and think! 20 Beta Version 2 – Oct 2012
  • 21. TRAINING MATERIALS: FACILITATION Top Module 4: Gathering Objectives for each module Facilitation In order to focus your mind, as well as the minds of the Tip! participants, it can be useful to set learning objectives for each module. These should be based on the outlined topic for each module as well as participants having an idea of what will be covered. There are a number of different ways you can do this: Send out an agenda and request objectives in advance of the module – this will work if you have time gaps between modules, and will give you the opportunity to tailor the module according to what they say. Get participants into pairs or small groups at the start of the module to discuss their objectives, then they can report back the highlights to the whole group Ask each participant to think of the one thing they would most like to get from the module and write them all up on a flipchart. This also gives you the opportunity to review at the end of the day whether or not they achieved their objective. 21 Beta Version 2 – Oct 2012
  • 22. TRAINING MATERIALS: FACILITATION Top Module 5: Reviewing learning: Facilitation Tip! At the end of each module, or each day depending on how you are structuring the training, it is important to review participants’ learning and address any questions or confusion, as well as get feedback for how the training was run. This will enable you to: Cement learning Understand what participants know and don’t know Understand what participants are gaining from the training Address questions or confusion in the moment and/or… …Revisit difficult topics in the next sessions Improve your facilitation skills Provide feedback to the PMSD Roadmap team about how the training can be improved There are a number of ways of doing this ranging from the very simple to the more complex. The simplest review would consist of 2-3 questions answered verbally by each of the participants e.g. ‘What made you happy?’ ‘What frustrated you?’ ‘What confused you?’ There are many variations of these questions e.g. ‘What was most valuable for you?’ ‘What did you learn?’ ‘What should we do differently in future?’ A slightly more complex review could involve participants discussing these questions in small groups and reporting back their key points If you are particularly keen to know what information they have absorbed, you can use a quiz… You could put the questions together yourself; some example questions are included below which you might use for a quiz on this module: 1. Define a ‘key actor’ 2. What are the five elements of the trust equation? 3. Name two elements of an invitation which can be personalised to attract key actors to attend? An alternative (and usually more effective) technique is to have the participants prepare the questions themselves: - Get them into groups of 3-5 and have each group think-up as many questions as there are other groups and prepare an answer for each of the questions. 22 Beta Version 2 – Oct 2012
  • 23. TRAINING MATERIALS: FACILITATION - Have group 1 ask their questions first – one each to group 2, group 3 etc. - Give each group a minute to answer their question – check back with the questioning group what their answer was and allocate a point for each correct answer – if there is a disagreement you may have to arbitrate - Then get group 2 to ask their questions to the other groups in turn - When all the groups are done, you should have a winner! NB – you might like to have a tie-break question prepared in case you do not have a clear winner 23 Beta Version 2 – Oct 2012
  • 24. TRAINING MATERIALS: FACILITATION Top Facilitation Module 6: Every challenge is a learning opportunity: Tip! It can be easy when facilitating a training workshop to feel that a challenge to the material you are presenting is an attack on you. How many times have you seen a speaker, trainer or facilitator become defensive and get into arguments with a participant? Likewise, when the ideas you are presenting are challenging participants’ usual way of thinking or doing things you may find that they become defensive. So how do you ensure you enter a productive dialogue rather than an argument? Remain calm – listen, smile, and pause before responding Thank the participant for their stimulating question – remember, it is evidence that they are really engaging with the material Really listen – don’t just react to what they have said but try to get to the bottom of their real concern or question. This may require further probing by asking questions and reflecting back your understanding Identify the learning opportunity – these discussions often provide an opportunity you may not otherwise have had, e.g. to explore nuances of an idea, present another side or reinforce learning Trust in the group – try throwing the question back to them. You may be surprised and delighted by their insights, and the ‘challenger’ may find it easier to hear from them Respect their right to take what they want from the sessions – you may not reach agreement, however it is not your job to ‘make them understand’, but to facilitate their learning process Summarise the key learning message and move on – don’t get stuck in a repetitive argument! If you are concerned that continuous ‘unproductive’ challenges are damaging the group experience try using the Situation, Behaviour, Impact model (see Step 7 Guidelines pg 15) to give feedback to the participant outside of the group sessions Finally, once the session is over, review subsequent sessions – decide if you need to spend more time reviewing a particular concept, tool or principle and think about additional resources, people or activities which may be able to help This is one of the trickiest aspects of facilitation, but when approached well it can unlock some of the richest group learning. Don’t be hard on yourself if you don’t respond as well as you would like; it takes experience and practice to really get this right. 24 Beta Version 2 – Oct 2012
  • 25. TRAINING MATERIALS: FACILITATION Top Module 7: Keeping Timings on your side: Facilitation An important element of facilitation is planning effectively so Tip! that you make maximum use of people’s time without overloading them. For any given activity there will be a range of potential timings you could use. For example, individual reflection on a particular question could range from 1 minute to 15 minutes, depending on whether it is a familiar subject and you are looking for a quick brainstorm or it is a new area and/or you are looking for their considered view. A group activity where you are asking them to match a set of statements to a set of categories could range from 10 minutes to an hour depending on the complexity of the exercise and whether the purpose is to generate discussion or to become really familiar with the material. Pace should be appropriate for the group and the purpose. Sometimes it is essential to slow the pace and allow for deep reflection and discussion, at other times you may want to keep the pace up to keep people engaged and make significant progress. Generally you will want to vary the pace throughout a given workshop or training session. With experience you will start to learn how long specific activities need. As you go through a training or workshop, note down the actual time used for an exercise and adjust future sessions accordingly. You will learn more generally about how long things take and be able to estimate more accurately how much time new activities will need when you invent them. However, every group is different. Therefore… a. Use your intuition to tap into the energy of the group. You can usually sense whether groups are still fully engaged in productive and animated discussion and may therefore need more time, or have got maximum benefit from the group work and have moved into ‘chat’. b. Being clear about your objectives will help you to assess how flexible or rigid to be in your timings. Don’t miss out on opportunities for important insights or discussion because you are afraid to go off schedule, but on the other hand you must remember that additional time spent one thing will have to be recovered from elsewhere, and you may be aware of how essential a later exercise is in getting the group to where they need to be. 25 Beta Version 2 – Oct 2012
  • 26. TRAINING MATERIALS: FACILITATION Top Module 8: Group size: Facilitation Tip! Some tips and advice on how to adapt the training materials to work with different group sizes, and the ideal number of participants to aim for. Number of Notes Suggestions participants 1-7 You will struggle to run some 1. Get some more people involved! Invite of the exercises with a group other staff in the office or from partner this size organisations – they will get lots of benefit too. 2. Adapt the exercises – use more pair work and have more whole group discussions 8-11 This group size will work See notes in the sessions plans well but some exercises will need to be adapted 12-16 This is a perfect group size Aim for this number! You will be able to for this training run most of the sessions with no adaptations. 17-30 This is a large group – the 1. If possible give yourself more time as exercises should still be you may find that sessions take longer with effective but you may find this size of group. plenary discussions more of 2. Involve a co-facilitator, this size of group a challenge is too big for one person 3. You may want to split the group in half for some sections 4. See notes for adaptations of exercises for larger groups 26 Beta Version 2 – Oct 2012