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Facilitator's and Trainer's Toolkit

Book Description

Master frameworks, techniques, and tools for conducting meetings, leading sessions and workshops, and transferring knowledge through education and training. In addition to focusing on proven methods, this book contains many new and innovative ideas developed through decades of the author's experience. There are 12 chapters:

  • Chapter 1, Facilitation Framework, classifies all facilitation types into four generic categories: Strategies and Solutions, Programs and Processes, Learning and Development, and Cooperation and Collaboration.
  • Chapter 2, Value Proposition, leverages the Career Steps Framework to prove the return on investment of facilitation skills and competency.
  • Chapter 3, Facilitation Process, explains each phase of the facilitation process: Contract, Prepare, During Session, Conclude, and Evaluate.
  • Chapter 4, Facilitation Leadership, explores Napoleon Hills' eleven factors of leadership, along with values, ethics, and competencies established by the International Association of Facilitators.
  • Chapter 5, Engagers and Energizers, reveals the art and science of educating and transferring learning to adults and optimizing the engagement of session participants using Dr. Howard Gardner's Multiple Intelligences.
  • Chapter 6, Tools, introduces the foundational technique of brainstorming and shows how to use 35 handy facilitation tools for a variety of situations including problem solving, group dynamics, and storytelling.
  • Chapter 7, Workshop Environment, outlines facilitation-friendly principles followed by guidance on room set up, various seating patterns, equipment, food, and supplies.
  • Chapter 8, Virtual Facilitation, provides suitable alternatives to face-to-face facilitation using practical techniques in four key areas: Engagement, Relationship, Communication, and Technology.
  • Chapter 9, Cross-Cultural Facilitation, introduces proven techniques for how to facilitate learning transfer and effective collaboration across cultures through the application of Dr. Geert Hofsgtede's dimensions of cross-cultural communication.
  • Chapter 10, Visual Facilitation, introduces the power of Visuals and Graphics Recording as a tool for effective collaboration and communication in organizational settings.
  • Chapter 11, Self-Development, provides guidelines on how to develop your facilitation competency and track your progress. This chapter concludes with the author's own journey on becoming an accomplished facilitator.
  • Chapter 12, Tools Library, outlines a step-by-step approach along with templates and examples where each of the 35 tools from Chapter 6 can be successfully leveraged.

The book concludes with a section on facilitator and trainer resources. 

Good facilitation is often the difference between a meeting that delivers outputs and actions, and one that delivers breakthrough solutions and results. Artie Mahal, who is a master facilitator and trainer, has delivered an easy to read book that describes the science and art of effective facilitation. He offers insights, techniques, tools, and knowledge that anyone can use to improve their facilitation and training skills. 
Paul Marabella 
Vice President & Chief Information Officer K. Hovnanian Companies, LLC 

In this book Artie has brought together a great collection of tools, techniques and advice that provides a sound basis for anyone looking to become a more engaging and effective facilitator. 
Phil Short 
IT Director, Speaker, Business Process Practitioner 

Table of Contents

  1. Praise For Facilitator’s and Trainer’s Toolkit
  2. Acknowledgements
  3. Foreword By Gary Rush
  4. Introduction
  5. My Personal Facilitation Journey
  6. Book Overview
  7. Chapter 1 Facilitation Framework
    1. Understanding the Value of Facilitation
    2. Mahal Facilitation Framework
    3. 1st Facilitation Grouping: Strategies and Solutions
    4. 2nd Facilitation Grouping: Programs and Processes
    5. 3rd Facilitation Grouping: Learning and Development
    6. 4th Facilitation Grouping: Cooperation and Collaboration
  8. Chapter 2 Value Proposition
    1. Knowledge + Skills + Attitude / Motivation = Behavior
    2. Enabling Competency: Facilitation
    3. Facilitator’s Roles: What’s What
    4. Strategy for Your Career Steps
    5. Facilitation Value Proposition for Organizations
    6. Facilitation Impact Awards (FIA) Purpose
  9. Chapter 3 Facilitation Process
    1. Engagement
    2. During Session Process (Facilitate Workshop)
    3. Follow-Up
  10. Chapter 4 Facilitation Leadership
    1. Leadership
    2. Values and Ethics
    3. Self-Awareness and Style
    4. Skills and Competencies
    5. The Competencies
  11. Chapter 5 Engagers and Energizers
    1. Adult Learning Theory
    2. Multiple Intelligences Framework
    3. Integration Points in Agenda Activities
    4. Principles and Phrases, Or “Artie-Facts”
  12. Chapter 6 Tools
    1. Common Techniques that Enable Other Methods, Techniques and Tools
    2. Tools Catalogue
    3. Helpful Hints
  13. Chapter 7 Workshop Environment
    1. Guidelines for Facilitation-Friendly Facility
    2. Workshop Environment Checklist
    3. Futuristic Facilitation Room
    4. Workshop Effectiveness Guidelines
    5. Supplies Checklist
    6. Helpful Hints
  14. Chapter 8 Virtual Facilitation
    1. Engagement
    2. Relationship
    3. Communication
    4. Technology
    5. Preparation
    6. Meeting Close and Follow-Up
    7. Global Facilitation
    8. Competence
    9. The Value
    10. Helpful Hints
  15. Chapter 9 Cross-Cultural Facilitation
    1. Example of Cultural Blunders in Learning Facilitation
    2. Culture Terminology
    3. Culture Applied to Learning
    4. Tension Between Individual or Group Orientations:
    5. Tension Between Task and Relationship
    6. Stages for Developing Learning in Training or Workshops
    7. Review of Zoe’s situation
    8. Helpful Hints
  16. Chapter 10 Visual Facilitation
    1. The Benefits of Using Graphics
    2. Visual/Graphics Facilitation
    3. Helpful Hints
  17. Chapter 11 Self-Development
    1. Developing Your Competencies
    2. Development Opportunities
    3. My Development Plan
    4. My Facilitation Journey
    5. Self-Development Mantra
    6. IAF’s Facilitator Certification Program
    7. Helpful Hints
  18. Chapter 12 Tools Library
    1. SWOT Analysis (Tool #1)
    2. After Action Review (AAR) (Tool #2)
    3. Banners and Charts (Tool# 3)
    4. Rich Picture – (Tool #4)
    5. Picture Simulation (Tool #5)
    6. Graphic Templates (Tool #6)
    7. Communication Guideline (Tool #7)
    8. Data Model (Tool #8)
    9. Dotocracy (Tool #9)
    10. Managing Challenging Participants and Situations (Tool #10)
    11. Body Language (Tool #11)
    12. Lotus Blossom (Tool#12)
    13. Biomimicry (Tool #13)
    14. Brainstorming (Tool #14)
    15. Information Identification Guide (Tool #15)
    16. Voice in the Room (Tool #16)
    17. Laughing Therapy (Tool #17)
    18. Personal Library of Facilitation Resources (Tool #18)
    19. Listening Ladder (Tool #19)
    20. Presentation Skills (Tool #20)
    21. Brainwriting (Tool #21)
    22. Lateral Thinking (Tool #22)
    23. Process Scope Diagram (Tool #23)
    24. Process Map (Tool #24)
    25. Priority Matrix (Tool #25)
    26. Appreciative Inquiry and Kipling’s “Framework” (Tool #26)
    27. Questions Brainstorming (Tool #27)
    28. Relaxation Response—Meditation (Tool #28)
    29. RACI (Tool #29)
    30. Ishikawa (a.k.a. “Fishbone”) (Tool #30)
    31. Stories and Such (Tool #31)
    32. Strategy Development and Value Proposition (Tool #32)
    33. Six Thinking Hats (Tool #33)
    34. Visual Dictionary (Tool #34)
    35. Voice Care: Tips on Caring for Your Voice (Tool #35)
  19. Resources
    1. Books
  20. Notes
  21. Index