[SAMPLE MATERIALS] Exploration x Design presents Creative Facilitation
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Design Thinking is a process for problem solving through creative methodologies. Facilitators are required at every step of the process in order to focus the project team on specific tasks. The role of facilitator is not project management or a directorship. In many ways, Creative Facilitation inverses how we learn. Instead of presenting material and instructing participants to absorb and memorize; creative facilitation asks participants to provide content from their own understanding and experiences. Participants are challenged to learn from eachother by working in small groups of diverse skills, backgrounds and abilities. They have to create something through creative activities and collaboration. This 2-hour workshop provides the following: - Planning a Creative Work Session - Case Study & Discussion: Examples of Ideation Sessions - Principles of Creative Facilitation - Activity: Planning Your Next Session - Q&A
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[SAMPLE MATERIALS] Exploration x Design presents Creative Facilitation
- 1. Creative Facilitation Created by Jess Lowry, Founder of Exploration x Design
- 2. The following is an example of training materials on how to facilitate a creative workshop.
- 3. “The truth is, we all have far more creative potential waiting to be tapped.” - Creative Confidence by Tom Kelley & David Kelley
- 4. Bringing stakeholders together in a collaborative environment, where designed tools and activities are used to achieve a collective goal. W H A T I S C R E A T I V E F A C I L I T A T I O N ?
- 5. Unpack institutional behavior, generate shared meaning and co-create potential solutions. W H A T I S C R E A T I V E F A C I L I T A T I O N ?
- 6. This approach provides an opportunity to productively acknowledge, understand and mitigate divergent points of view. W H A T I S C R E A T I V E F A C I L I T A T I O N ?
- 7. W H A T I S C R E A T I V E F A C I L I T A T I O N ? Any session can be Creatively Facilitated to better meet the team’s goals.
- 8. 8W H A T I S C R E A T I V E F A C I L I T A T I O N ? End-Users / Customers Project Team Subject Matter Experts Can be adapted across stakeholder types Service Providers / Partners 1 2 3 4
- 9. Topics C R E A T I V E F A C I L I T A T I O N 1. Planning a Creative Work Session 2. Case Study & Discussion: Austin Ideation Sessions 3. Activity: Planning Your Team’s Next Session 4. Principles of Creative Facilitation 5. Q&A
- 10. Planning
- 11. Plan, Test, Iterate P L A N N I N G Set Goals Plan Session(s) Prepare Prototype & Test 1 2 3 4
- 12. P L A N N I N G Promoting Creativity Rigor, Practicality & Gravity How might we do this differently? How might doing this differently help address / meet our goals? Why do we need to do this differently? What might we sacrifice by doing X activity this way?
- 13. Planning a Creative Workshop A C T I V I T Y 2 | Plan: Who should be included? How should you engage them before the session? What material needs to be covered? How can you best facilitate the session? 1 | Set Goals for your Session: As a group, what do you want to accomplish? What do you need to accomplish? In your i-teams, make an initial plan for an upcoming milestone or meeting with stakeholders or collaborators. 3 | Share & Discuss: Buddy up with three people. Share your goals and plan, and discuss / get their feedback.
- 15. 1 5 Planning is key. P R I N C I P L E S
- 16. P R I N C I P L E S 1 6 Create a safe space.
- 17. P R I N C I P L E S 1 7 Set and maintain expectations.
- 18. P R I N C I P L E S 1 8 Maintain structure and focus.
- 19. P R I N C I P L E S 1 9 Give everyone purpose.
- 20. P R I N C I P L E S 2 0 Promote dialogue.
- 21. P R I N C I P L E S 2 1 Bring energy, presence and optimism.
- 22. P R I N C I P L E S 2 2 Clearly outline next steps.
- 23. This material is shared as an example of past training materials produced and presented by Jess Lowry, Founder of Exploration x Design If you have any questions, please contact Jess via jess@exploration.design
Notas do Editor
- Most likely, a lot of you have already engage stakeholders in a workshop We want to go through some of the foundational, best practices. For us to work on a practice together
- This is a great quote to chew on from the book you received ‘Creative Confidence’ A few other thoughts on this from the book are: “Belief in your creative capacity lies at the heart of innovation. Creative confidence is like a muscle – it can be strengthened and nurtured through effort and experience.” We need to be vulnerable to explore our creativity and tap into it. A good facilitator makes people feel safe.
- We’re not forcing everyone to think the same. We are allow people to be their own individuals. What we are aiming for is a shared understanding of the collective goals
- Leverage activities, externalization and group participation to unpack institutional behavior, generate shared meaning and co-create potential solutions. Is both practical and a bonding exercise. This is an important step to unpacking the institutional behaviors and empower initiatives owners who will take on the solutions
- LAUREN We are asking people to suspend the belief that they already understand the problem and what needs to be done to solve it. This is integral because with out it, we wont’ be able to find something new together. Mitigating the false belief is the goal of the facilitator
- LAUREN The best place to start is thinking about what you need to achieve. Do you have knowledge gaps you need to fill-in by subject-matter experts? How might you engage stakeholders to co-own outcomes? As we saw yesterday with Jeff’s example of Journey Mapping, having a collective goals, something you are building together. is a way to establish a shared point of view. Inspire and frame is a goal that we have to help people see something new a new way. Or to solve something in a new way
- Many of the methods we are going to discuss today can be used for engagement across a variety of stakeholders, from residents to community representatives to city stakeholders or partners from the private sector. Stakeholders are people who affect or can be affected by an area of focus/ problem/ objective. Community includes neighborhoods, community development groups, environmental organizations, development organizations, citizen associations and non-governmental organizations (NGOs). For the purposes of this session we will be focused on Stakeholder/ city engagement __ Today we’ll focus more on city stakeholders, but share a few examples using the other stakeholder types.
- We’ll hear from Austin We’ll actually get to practice. We’re reinforce everything we’ve heard by going over the principles of creative facilitation
- Preparing for Facilitated Sessions - 15 min Anyone who has done this before might view this both a little basic fundamentally critical for having a successful session. To the pros. We’ll get to practice together and focus on our craft
- Depending on the complexity of the subject matter or it’s sensitivity; you may need to iterate several times. Practice with your team and us - Ben Mid and Appropriate Design. We’re here to support you. Prototyping and practicing is important. It’s something that we do for presentation and can be difficult to do for a more complicated session but is worth it.
- Think holistically and collaboratively with optimism and empathy. Agree on goals and pick apart what you need to achieve with the session.
- With your iteams: Think about a time in the future where you might need to engage stakeholders. We’re going to time box this, so it will be constrating. You going to define your goals, build you plan. [Time check for when they will share]
- Tenets of Creative Facilitation - 10 min Now that we’ve talked about how practically we can plan and facilitate creative sessions.
- Planning is key to creating a strong structure; this will provide your team and participants the mental space to be creative and productive. The plan becomes your safety net and allows you to feel more confident as a facilitator.
- As facilitators, you have an obligation to each other, to your work and to your participants to put their needs first.
- Expectations - of the team (this will not solve your problems or design the solution for you) and of attendees (we will not solve your problems or design the solution for you in this session)
- Structure - reduce all variables; any uncertainty will create confusion and distract from your goal Bring the group back if things take a tangent. Know which tangents and side conversations to entertain, based on the goals of the session.
- Roles - create structure, individual focus and purpose for team and attendees. Identify subject experts, detailed-minded note takers, time-trackers, assistants, activity leaders (these can be left to form organically or be assigned), deciders (who might be the best person to influence direction). Each session might have slightly different needs; therefore, roles should be determined by the format and people in the room. Enable people to feel confident while learning to work in a new way.
- Dialogue - should feel like a dialogue / collaboration, not a presentation. Think about what should be Individual vs. Group activities, to support different types of thinkers and also to level the playing field (to mitigate for loud voices during discussion). For example, what can each person do to generate content for a conversation independently, to ensure everyone has the chance to reflect and capture their thoughts PRIOR to discussing? This helps give those who are thinkers the chance to get their thoughts captured, and also produces documentation for those who aren't as vocal during group conversation.
- Energy, Focus & Optimism - if you want people to be productive, you have to be skilled, focused and put them in the right state of mind. Notice how well participants are engaged. Modify activities to be challenging not alienating. Be flexible, this is not a one-size fits all practice - play to your strengths and those of the participants. Be prepared for different reactions and levels of focus. You are there to listen and facilitate the participation of others. This is not your soapbox.
- Invite participants to continue exploring the subject-matter. Let everyone know what the team is working on for the duration of the project to identify opportunities to reconvene and engage.