Managing Facilitated Processes: A Guide for Facilitators, Managers, Consultants, Event Planners, Trainers and Educators

Examples, Exhibits, and Tables xi

Web Contents xiii

Acknowledgments xv

The Authors xvii

Introduction xix

About This Book xix

A Quick Lookup Resource xxi

Part 1 From Contact to Contract 1

1 Initial Contact 3

Completing a Preliminary Screen 5
Coordinates: Date(s) and Location • Purpose, Objectives, and Deliverables • Process Leadership • Eighteen Types of Processes

Decision Making After the Screen 11

Communicating a Decision 13

2 Building Agreements That Work 15

Types of Agreements 16

Drafting Agreements 16

Agreements in Action: Four Maxims 18
1. Don’t Start Work Without an Agreement • 2. Bring Fresh Eyes to Your Experience • 3. When in Doubt, Write It Out • 4. Cock-ups Are Collaborative

Work Plans and Cost Estimates 21

Developing Work Plans • Dealing with Pricing Perils Acting on Values 24

Part 2 Approach and Style 33

3 Approach 35

Integrated 35

Customized 36
Outcomes • People • Group Development • Ethnocultural Considerations • Literacy • Organizational Culture

Systematic 38
Completing a Process Management Prompter • Accountability The Approach in Action: Integrated, Customized, Systematic 45

4 Style 51

High-Tech Teddy 52

Controlling Caroline 53

Loosey-Goosey Lucy 54

Overconsulting Oliver 55

Anxious-to-Please Annie 56

Bureaucratic Bill 57

Optimizing Management Styles 57

Part 3 Management X 5: Participants, Speakers, Logistics, Documents, Feedback 59

5 Participants 61

Clarify the Rationale for Participation 62

Monitor the Mix and Number of Participants 66
Consider Participant Types • Gatekeep Participant Numbers • Maintain a Participant Database Create the Invitations 73 Persuade • Inform • Engage • Determine the Focus • Obtain Input and Feedback • Write the Confirmation Letter

6 Speakers 95

Speaker Management 95
Clarify Requirements • Create Invitations • Confirm Expectations Presentation Guidelines 104 Opening Remarks • Speaker Introductions and Acknowledgments • Presentations by Experts • Presentations by Panels • Closing Remarks

7 Logistics 119

Select and Set Up the Site 120
Venue • Layout • Health, Safety, and Security • Technical and Audiovisual Support

Enable Participant Engagement 132
Accommodating Differences • Identification • Accessibility

Mobilize Yourself 137
Professional Supplies • Travel Arrangements • Personal Amenities

Love those Logistical Letdowns! 140

8 Documents 143

Match the Documents to the Process 144

Produce the Documents 145
Make Documents Easy to Use • Design Attractive Formats • Customize Documents

9 Feedback 151

Review Feedback Approach and Tools 151

Finalize and Produce Feedback Tools 157
Construction • Look, Feel, and Sound Sample Feedback Tools 159

10 Endings and Beginnings 169

For the Session 169

For Yourself 171

References 173