facilitateur atelier

How to become a good facilitator?

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What is a facilitator?

A facilitator is a person who guides and supports a group of individuals in achieving their objectives through the use of facilitation techniques.

The facilitator’s role is to create a favorable environment for communication and collaboration so that the group can work effectively and creatively.

A facilitator can be involved in various types of groups such as work teams discussion groups decision-making groups etc.

The objective of a facilitator is to ensure that the group moves forward effectively and collaboratively to achieve its goals while emphasizing the commitment and participation of each member.

The role of the facilitator is to know how to manage conflicts: It is important to know how to manage conflicts in a way that they do not disrupt the group’s decision-making process.

What kind of training is required to become a facilitator?

However there is no specific mandatory training to become a facilitator.

However it is recommended to receive facilitation training in order to master the techniques and tools needed for this role.

 

Here are some examples of facilitation trainings:


  • Training in group facilitation

  • Training in meeting facilitation

  • Training in project management

  • Training in leadership

  • Training in conflict management


It is also recommended to become familiar with various facilitation tools and techniques such as brainstorming techniques decision-making techniques problem-solving techniques etc.

In addition to training it is important to have certain qualities and competencies to be a good facilitator such as communication skills active listening empathy flexibility leadership etc. These skills can be acquired through experience and practice in facilitation.

What makes a good facilitator?

Here are some qualities and skills that can make a good facilitator:

Communication: A good facilitator is able to express themselves clearly and concisely so that all participants understand what is being said. They are also attentive to the needs of each participant and know how to adapt their message accordingly.

Active listening: a good facilitator knows how to listen attentively and without prejudice to the ideas and opinions of all participants. They are also able to rephrase ideas in a way that can be understood by everyone.

Empathy: A good facilitator is able to put themselves in the shoes of others and understand their perspectives. They are kind and patient and know how to encourage everyone to speak up and participate.

Flexibility: a good facilitator knows how to adapt to different situations and different groups of people. They are capable of adjusting to different paces and levels of participation.

Leadership: A good facilitator knows how to lead a discussion in a way that remains productive and focused on the established goals. They are capable of making decisions and guiding the group towards creative and viable solutions.

Preparation: a good facilitator is well prepared and does not need to be an expert on the topic they are facilitating. Instead they rely on other members to obtain the information they need.

To summarize, a good facilitator is someone who is able to create a conducive environment for communication and collaboration guide the group towards achieving its objectives in an effective and creative manner and adapt to different situations and groups of people.

It is important to practice and train: practice and training can help you become a better facilitator by giving you the opportunity to apply what you have learned and receive feedback on your work.

Some books on facilitation:

There are numerous books on the topic of facilitation that can help in becoming a very good facilitator.

Here are some titles that might interest you:

 

  • « The Facilitator’s Fieldbook » from Tom Justice and David W. Jamieson :This book describes the different stages of facilitation and provides practical tools and strategies to assist facilitators in leading effective meetings workshops and decision-making processes.

 
  • « The Skilled Facilitator » from Roger Schwarz : This book offers a holistic approach to facilitation that emphasizes the importance of preparation active listening and conflict management.
 
  • « Facilitator’s Guide to Participatory Decision-Making » from Sam Kaner and al. : This guide provides practical advice on how to establish participatory decision-making processes and create a collaborative working environment.
 
  • « The Art of Facilitation » from Dale Hunter and Anne Bailey : This book presents the fundamentals of facilitation and provides guidance to help facilitators lead effective meetings and workshops.

Outils du Design Sprint

How does a Design Sprint work?

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What is a Design Sprint?

This process allows for testing and measuring a solution within 4 days by creating a functional prototype that will be tested with real users.
It is a framework a well-sequenced work process that enables teams to obtain tangible answers about the viability of a product/solution they have imagined.
 
The goal is to start with an idea/concept and at the end of the week, have a testable and measurable prototype.

Their feedback will help validate or not the initial assumptions, provide quick answers to different questions we may have and make any necessary iterations before implementing the solution (developing and integrating the technical aspects of the solution).

This framework primarily serves to establish a working structure that helps teams think co-construct and align on a clear project vision.

A 4-day week to validate a concept

Who are the participants in the Design Sprint?

The Decision Maker: the person who will have the final say in the decision-making process.

The Experts: all other participants who will share their knowledge on the subject (Product Owner Data Analyst Marketing & Communication Devops UX Designer Business Owner Sales…).

The Facilitator: the person who will be responsible for facilitating the workshop, structuring the discussions, setting up the different exercises, monitoring time and ensuring that the workshop progresses in the right direction.

The Design Sprint can be conducted on-site or remotely if the teams are located in different geographical locations.

Before the D-day, it’s important to send an email to the participants with the details of the activities (schedule of the week objectives expectations and next steps).

The Design Sprint week is intense but it will allow the teams to engage in a real collaborative approach where everyone will feel they are actively participating and contributing to the development of a testable and measurable solution.

How does the week unfold?

Day 1 :

The Design Sprint starts with a discussion/interview between the different experts and the facilitator on the problem to solve the issues faced by the users the objectives challenges business stakes…

During this interview, the objective is to capture the various opportunities in the form of « How Might We », questions on post-it notes that will allow us to better reflect on potential solutions.
A voting system will be used to prioritize the most relevant opportunities to address during the sprint.

Once the right problem has been identified, the group will define the long-term objective (that is in 2 years if everything went well what would be the ideal scenario? « North Star what would be the ideal vision).
A voting system will allow alignment on the project vision and in the event of a tie the final decision will be made by the Decision Maker.

The group will now become a bit more pessimistic and reflect on the different obstacles that would prevent them from achieving this objective.
« What would prevent us from reaching our objective? ».
 These ideas will need to be rephrased in the form of questions
 
Ex. Some competitors are already well-established on the market.
 
Question : Can we create a unique and differentiated solution that allows us to stand out from the competition?
 

Map et Sketching

Next comes the mapping exercise which aims to identify the key stage of the journey that needs to be rethought first.

Participants will now look for examples of solutions different inspirations elsewhere and not necessarily in the same industry for creating their concepts.

 
After completing this benchmark exercise, participants will be able to create a concept with ideas they wish to see in the final prototype through a paper sketching exercise.
 

Day 2

During Tuesday the team will mainly focus on item, concept, idea to be included in the final prototype.
There are at this stage of the sprint a whole series of votes for decision-making but once again, it will be up to the Decider to make the final call.
Sometimes the decisions made by the Decision Maker may go against the group’s preferences but it is important to remember that the final solution will be tested with real users and the results of the tests will show whether the concept is viable or not.

 
The participants will cast their votes on the various concepts that were elaborated the day before.
The group will be able to better visualize the winning concepts thanks to the clusters that will naturally form with the votes of each participant.
Everyone will vote again but this time on the best idea to develop.
 
Next comes the storyboarding stage also known as the « User Test Flow » where participants will use 6 post-its to illustrate each key step of the ideal journey. (List of the 6 main user actions).
 
Overview of the post-it wall as shown in the screen below:
 
Another round of voting will take place to select the journey path that will be prototyped.

Day 3 & 4

This day is dedicated to prototyping.
The goal is to build a high-fidelity prototype so that users feel like they are interacting with the actual interface (as close as possible).
 
The prototyping day is often very intense which is why it sometimes takes several UX designers to do the work to ensure that nothing is missing on the day of user testing (different states micro interactions).
 
Recruiting users and writing a clear testing protocol with the opportunities to be tested on the prototype will be necessary.
Keeping in mind the goal of these tests the questions should be oriented towards confirming or refuting the various initial hypotheses and not obtaining approval for the visual quality of the prototype.
 

The results of the Design Sprint

After the testing day a lot of materials and information will be collected that will need to be sorted and categorized.

This work will allow us to have a list of recommendations / features that will be presented to the teams and that will need to be prioritized based on value and effort (Impact Effort Matrix).

This list will fill out the teams’ roadmap and backlog with the identified topics.
 
The Design Sprint week ends with user testing.
Test usually involves 5-8 users but studies have shown that with 3 user tests, you will start to observe similar feedback from one user to another.
After testing the solution with 5 users you begin to identify what worked or not as well as hypotheses to review or refine.
 
The testing protocol will be oriented in a way to obtain tangible answers to the questions that the group asked themselves during the sprint.
Asking open questions to encourage users to express themselves is part of the best practices to adopt.
Asking for their opinion or point of view on what they see what they expect to see when clicking on a button for example capturing what is unclear and getting their feedback on the solution…
 
It is also very important to put the user at ease before starting the interview.
The user will do his best to give you his feedback by expressing himself freely if he feels comfortable.

Would it be possible to achieve the same result without using a Design Sprint?

Yes, but not as quickly and efficiently.
The important thing to keep in mind with a Design Sprint,  is that it brings together multiple expertise in a real collaborative approach aligning everyone on a common vision.
Communication and sharing of information is much more effective and the engagement of all participants in the project is undeniable.
 
A Design Sprint allows teams to accomplish in 4 days what they would normally do in 6 months.

Did you enjoy this article? Are you interested in learning more about the Design Sprint or being trained to implement it in your company?

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Facilitation atelier UX

Why is facilitation one of the key skills of tomorrow?

by Faciliation

The profession of facilitator has become very popular in recent years. If your organization is looking to innovate increase sales and profitability and establish a culture focused on performance and results then the skills of a facilitator are essential.

 

According to a recent study by the World Economic Forum critical thinking and problem-solving abilities are fundamental skills to acquire and highly valued by companies.

This makes sense: with the need to innovate more quickly collaboration co-creation and creative problem-solving are essential steps to help teams find the best solutions.

Studies have shown that bringing together people from different backgrounds and perspectives leads to more creativity and innovation.

Facilitating collaborative workshops will not only allow for the practical application of these various skills but also enable teams to engage in a true collective intelligence process. Facilitation inevitably leads to a better work environment.

By mastering these skills you will clearly stand out from other co-workers and make a difference for companies with this new way of collaborating.

What is workshop facilitation?

Facilitation is a process that helps a group achieve a clearly identified goal, define a problem to be solved or reflect on the development of a new functionality.

This methodology is often used to transform a problem into a challenge or opportunity to improve user experience (platform interface business tool…). A facilitator whether internal or external will set a framework for guiding a group and structuring discussions with specific and sequenced exercises.
The facilitator will encourage everyone to participate and allow each expert to speak up. They will capture rephrase and organize the ideas generated during the session and ensure that everyone is aligned through group cohesion.

Facilitation is still very underutilized in businesses at present. However it is a process that could gain momentum in the years to come.

What skills do you need to become a facilitator?

The facilitator prepares organizes structures and leads the workshop by providing a conducive working environment for sharing knowledge.

The facilitator will guide the participants towards the solution but on one hand, it is not their role to solve the problem on behalf of the group.

On the other hand he will be responsible for ensuring the smooth running of the workshop and will need to:

  • Be attentive and show humility

  • Guide the group with kindness

  • Provide clear instructions on the workshop plan

  • Ensure that the group is moving toward the goal

  • Ensure that everyone participates actively

  • Manage the time allocated for each exercise

  • Facilitate the discussion by asking relevant questions to elevate the debate

  • Ensure that the agenda is followed

  • Make sure that participants stay focused during the meeting

  • Define the next steps and actions to be taken

To be a good facilitator, some may think, we should:

  • Be extraverted

  • Have expertise on the subject

  • Always find the solution to the problem.

These are just preconceived ideas, the best facilitators are sometimes the most introverted.

The role of a facilitator once again is to set a framework for work to encourage participants to co-create and reflect together.
They will rather guide the group towards the objective to be achieved.

You should not be the person who has all the answers but rather the one who asks the questions. The answers should come from the group.