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

Web Contents.

Acknowledgments.

About the Authors.

Introduction.

About This Book.

A Quick Lookup Resource.

PART 1: FROM CONTACT TO CONTRACT.

1. Initial Contact.

Completing a Preliminary Screen.

Coordinates: Date(s) and Location.

Purpose, Objectives, and Deliverables.

Process Leadership.

Eighteen Types of Processes.

Decision Making After the Screen.

Communicating a Decision.

2. Building Agreements That Work.

Types of Agreements.

Drafting Agreements.

Agreements in Action: Four Maxims.

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.

Developing Work Plans.

Dealing with Pricing Perils.

Acting on Values.

PART 2: APPROACH AND STYLE.

3. Approach.

Integrated.

Customized.

Outcomes.

People.

Group Development.

Ethnocultural Considerations.

Literacy.

Organizational Culture.

Systematic.

Completing a Process Management Prompter.

Accountability.

The Approach in Action: Integrated, Customized, Systematic.

4. Style.

High-Tech Teddy.

Controlling Caroline.

Loosey-Goosey Lucy.

Overconsulting Oliver.

Anxious-to-Please Annie.

Bureaucratic Bill.

Optimizing Management Styles.

PART 3: MANAGEMENT X 5: PARTICIPANTS, SPEAKERS, LOGISTICS, DOCUMENTS, FEEDBACK.

5. Participants.

Clarify the Rationale for Participation.

Monitor the Mix and Number of Participants.

Consider Participant Types.

Gatekeep Participant Numbers.

Maintain a Participant Database.

Create the Invitations.

Persuade.

Inform.

Engage.

Determine the Focus.

Obtain Input and Feedback.

Write the Confirmation Letter.

6. Speakers.

Speaker Management.

Clarify Requirements.

Create Invitations.

Confirm Expectations.

Presentation Guidelines.

Opening Remarks.

Speaker Introductions and Acknowledgments.

Presentations by Experts.

Presentations by Panels.

Closing Remarks.

7. Logistics.

Select and Set Up the Site.

Venue.

Layout.

Health, Safety, and Security.

Technical and Audiovisual Support.

Enable Participant Engagement.

Accommodating Differences.

Identification.

Accessibility.

Mobilize Yourself.

Professional Supplies.

Travel Arrangements.

Personal Amenities.

Love those Logistical Letdowns!.

8. Documents.

Match the Documents to the Process.

Produce the Documents.

Make Documents Easy to Use.

Design Attractive Formats.

Customize Documents.

9. Feedback.

Review Feedback Approach and Tools.

Finalize and Produce Feedback Tools.

Construction.

Look, Feel, and Sound.

Sample Feedback Tools.

10. Endings and Beginnings.

For the Session.

For Yourself.

References.