4 Ways to Avoid Being a Soul-crushing Facilitator

Over the weekend, I was reminded yet again of how poorly people understand the art of facilitating group discussions.

Backstory
I participated in a meeting made up of leaders of various professional organizations in Chicago. Our goal was to identify ways for us to work better together.

I was seated at a table of four, and I had just met the other three leaders in my group. Three questions that we were to discuss were printed on a table tent. Several other leaders were seated in similar configurations around the room. We were all given the same questions to discuss. The meeting organizer explained what we were all to do, gave us 15 minutes to do it, and said, “go.”

Our discussion started just fine. One of my table partners selected herself to be our group’s leader. She skillfully went around the table asking for input on the first question. She did a nice job opening the door for us to contribute. The conversation soon took on a life of its own. Ideas were discussed and improved upon. All four of us talked and listened. Notes were taken. Things were going great. “I’m glad I got up early on a Saturday morning to attend this meeting,” I thought.

But then things went south. The meeting organizer walked up to our table to announce it was time to move on to the second question. “We have to stay on task and on schedule,” she said as if to reprimand us for something we had done wrong.

The air went out of our discussion. We weren’t done with the first question, and truth be told, we’d already started discussing the second question because it was closely related to the first.

“Where were we?” the guy across from me asked. No one knew. We’d lost momentum. The group organizer had stomped on our discussion. There were rules to follow. It was time to move on.

In her desire to keep things moving along, she actually harmed the results of our discussion. Her interruption made it clear (unintentionally, I’m sure) that rules trumped quality outcomes.

We tried to play along, and the group eventually got back on track, but we lost a few minutes as we recovered from the unwelcomed (and completely unnecessary) interruption.

The Facilitator of a Discussion Has Two Goals

Where the meeting organizer and facilitator of the day went wrong is in failing to understand the basics of group facilitation. She’s not alone. We see this sort of thing all around us.

In our presentation and facilitation skills workshops, we use this teeter-totter image to describe what needs to happen when you’re facilitating a discussion.

You have to balance two goals:

  1. The first goal is related to content. You need to exert enough control over the group to meet your meeting objectives.
  2. The second goal, which is where we see the most need for improvement, is to create the conditions for a fruitful discussion by encouraging group participation.

The meeting organizer last weekend exerted too much pressure on the control side and crushed our discussion. It’s as if she jumped on the control side of the teeter-totter, flinging us off. Eventually, we brushed ourselves off and climbed back on, but at the expense of efficiency and our goodwill.

There are 4 Skills to Master

Learning to balance these goals takes practice, but it can be learned.

  1. First, you have to understand and accept the dynamics of the process, that discussions need to be controlled and encouraged.
  2. Second, you have to learn to be flexible and recognize that sometimes what’s happening in the moment is more fruitful than sticking to a plan.
  3. In order to do that, facilitators need to listen fearlessly. This is something our meeting organizer did not do. She interrupted our conversation and exerted control over it without listening to where we were in the process.
  4. And finally, you need to learn to think on your feet. You need to be able to make split-second decisions that are for the good of the group and the meeting objective.

There are other skills we could talk about, but for the sake of brevity, we’ll leave it there. What are your thoughts?

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About the Author: Greg Owen-Boger

Greg Owen-Boger has been with Turpin Communication since 1995, first as a cameraman, then instructor, account manager, and now vice president. Schooled in management and the performing arts, Greg brings a diverse set of skills and experiences to the organization. Greg is one of Turpin’s facilitators and coaches and holds a Bates ExPI™ (Executive Presence Index) coaching certification. When he’s not with clients, he manages the day-to-day operations of the company. Greg is an active member of the Association for Talent Development (ATD) and was the 2015 President of ATD, Chicagoland Chapter. He is a popular speaker, frequent blogger, and the co-author of “The Orderly Conversation: Business Presentations Redefined,” “The Virtual Orderly Conversation,” and Effective SMEs: A Trainer’s Guide to Helping Subject Matter Experts Facilitate Learning,” all written with Turpin’s founder, Dale Ludwig.

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