Episode 25; Split brain workshop facilitation: How to balance the now with the ‘What’s next?' with Mark McKeon
In today’s episode, I talk to Mark McKeon about the parallels between creating high performance on the footy pitch; and high stake situations in a group workshop facilitation environment.
In today’s episode, I talk to Mark McKeon about the parallels between creating high performance on the footy pitch; and high stake situations in a group workshop facilitation environment.
Need some inspiration and motivation? Mark provides that in this episode, along with some extremely practical tips which you can start implementing in your facilitation game. We talk about the practicalities of workshop room setup, how to balance being in the moment with forecasting ahead to drive your workshop outcomes, maintaining energy levels and the key question he asks from client's to determine workshop outcomes.
Listen in to him when he talks about ways you can structure your day to be more productive using his Go Zone methodology.
In this episode you’ll learn:
How Mark pivoted from professional footballer, to high performance coach and facilitation/speaking
Parallels between playing and coaching in high performing footy matches/game day and preparing for a big workshop/stage
His requirements in terms of rooms setup and audiovisual setup (including practical takeaways for keeping your voice in check over a day’s workshop)
Why it’s important to be a little selfish during the day to maintain peak performance
The key question he asks clients to clarify the outcomes of a workshop (and why this is critical)
How to structure your day to get the most sustainable performance (and how we under-estimate the importance of recovery)
Why he channelled his inner James Bond to create a memorable message
What you need to know about using gimmicks and props in your workshops
About our guest
Mark McKeon is one of Australia’s leading experts on leadership, efficiency, productivity, work life balance and team cohesion. His latest book "Go Zone" reinforces all these factors.
He spent 16 years as the high performance coach at Collingwood, with the team also outsourcing their entire fitness and training function to Mark’s team. He was also Club Runner for more than 250 games, an AFL record, and worked with Victoria’s State of Origin Team on five occasions.
Mark previously played football in the VFL with the Melbourne team, and represented Victoria in the VFA. He presents keynotes and tailored sessions, and along with his team, conducts workshops and conference programs in lifestyle, team building and leadership. Mark consistently rates as, ‘exceedingly funny with a great message’ or ‘best conference speaker’. He spends time with delegates, and can MC or facilitate as well as present keynotes and workshops.
Mark has an insightful and engaging style and his uplifting presentations have been a conference highlight with lasting impacts for many years.
Resources mentioned in this episode:
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Quotes of the show:
“You don’t have to be a prisoner to the structure you’ve set for your workshop…I’m forever swapping slides around and stopping, accelerating and changing the times, all hopefully to the benefit of the audience”
“The best clues are always in the audience”
“The best facilitators approach their workshops with an audience-centric mindset’
“Start with the end in mind. One of the great dangers is that your outcomes are vague and you don’t know what you’re trying to achieve.
“Work on your craft. Look for every opportunity to speak in front of a room”
Video: Mark channelling his inner 007
Episode 24: How to develop a workshop using a team profiling tool (while keeping it light and fun) with Sean Lavin
In today’s episode, I talk to Sean Lavin about his experience with facilitation and the team profile tool called the ‘Team Management Profile’. Sean is a passionate, optimistic and friendly personality with a strong background in both hotel/services and open-cut coal mining operations.
In today’s episode, I talk to Sean Lavin about his experience with facilitation and the team profile tool called the ‘Team Management Profile’. Sean is a passionate, optimistic and friendly personality with a strong background in both hotel/services and open-cut coal mining operations.
He is firmly focused on growth and learning, whilst simultaneously gaining as much insight and experience throughout the vast Human Resources sector. Sean’s favourite workshop theme is around networking, and giving people the permission to speak to each other. He believes that a great workshop is the one that is focused on interaction, with a sprinkling of humour and fun.
Listen in to him when I ask him about his experience as a first-time facilitator and how that experience shaped him.
In this episode you’ll learn:
How to craft a team workshop using the Team Management Profile tool
The questions Sean uses to identify learner’s requirements for a workshop
Essential skills of a facilitator
What he’s changed since starting his facilitation journey
How his philosophy saying yes has opened up fantastic opportunities
Sean’s recommended opening icebreaker for a workshops
Strategies to keep a workshop light and fun.
About our guest
Sean is a professional, enthusiastic and passionate HR Graduate. His background stems from a mix of hotel/services management and open cut coal mining operations. Early in 2017, after obtaining his Master of Management (HR), he transferred internally from the coal face into the graduate program to begin his next professional adventure in the vast realm of human resources and facilitation. He's passionate about his family, consistently delivering high quality work outcomes and striving for personal happiness and fulfilment every day.
Resources mentioned in this episode:
Like this show?
Like this show? Please leave me a review here — even one sentence helps! Consider including your Twitter handle so I can thank you personally!
Click here to let Leanne know about your number one takeaway from this episode!
Quotes of the show:
“So when it comes to icebreakers, I think you've got all the resources you need in the room and that's just people.”
“The best workshops or the best say seminars and things you go to are the ones that are fun and get you laughing or you know thinking about something that's just completely silly and that's the sort of stuff that you take away. So if you can blend a lot of fun and humour with serious content the stuff that you're actually trying to get across to the audience I think it makes for a really good session.”
“I think the gold is in the conversation. So as a facilitator, it's about you know really trying to steer the ship as opposed to making sure it gets to its destination as fast as possible.”
“If the opportunity comes up or someone asks you if you want to do something, just say Yes!”
Episode transcript
View the First Time Facilitator episode transcript with Sean Lavin.
Episode 23: Facilitation is the act of making something easier with Lynne Cazaly
In today’s episode, I talk to Lynne Cazaly. Lynne is a communication and engagement expert. She is obsessed with helping leaders lead their teams through transformation and change. She helps people distil their thinking, apply ideas and innovation and boost the engagement and collaboration effectiveness of teams. She believes that having the ability to build rapport and connect with people is essential in a facilitation workshop.
In today’s episode, I talk to Lynne Cazaly. Lynne is a communication and engagement expert. She is obsessed with helping leaders lead their teams through transformation and change. She helps people distil their thinking, apply ideas and innovation and boost the engagement and collaboration effectiveness of teams. She believes that having the ability to build rapport and connect with people is essential in a facilitation workshop.
Listen in to when I ask her about what her thinking or her strategies were going into on the first day of her facilitation workshop.
In this episode you’ll learn:
How you can use visuals to explain complex activity instructions
Strategies to get your audience attention and get them engaged in a workshop.
Strategies on how to embed learning in a workshop.
Essentials of creating safe environment in a workshop.
About our guest
Lynne Cazaly is a keynote speaker, a master workshop facilitator, an experienced board director and a partner with Thought Leaders and on faculty of Thought Leaders Business School. She is a published author and delivered keynotes, workshops and sessions for leaders globally including Europe, USA, Asia & NZ. Her published books are:• Agile-ish: How to create a culture of agility• Leader as Facilitator: How to engage, inspire and get work done• Making Sense: A Handbook for the Future of Work• Create Change: How to apply innovation in an era of uncertainty, and• Visual Mojo: How to capture thinking, convey information and collaborate using visuals.
Her programs in Sensemaking, Facilitation and Change are remarkable, impactful and innovative.
Send Lynne an email, say that you listen to the show and she'll share a great visual resource with you!
Resources mentioned in this episode:
Like this show? Please leave me a review here — even one sentence helps! Consider including your Twitter handle so I can thank you personally!
Click here to let Leanne know about your number one takeaway from this episode!
Click here to tweet your thanks to Lynne.
Quotes of the show:
“So you've got to have this ability to rapidly build rapport and connect with people because you need them to be on your side."
“Engaging with people when it's all talk is very difficult. But as soon as you've got visuals there. Bang! Engagement goes up.”
“So, if facilitation means to make ease, to make easier- visuals do that. They instantly help make engagement easier, communication easier, collaboration easier, impact easier."
Episode transcript
View the First Time Facilitator episode transcript with Lynne Cazaly.
First Time Facilitator podcast transcript with Lynne Cazaly (Episode 23)
Here is the episode transcript from my interview with Lynne Cazaly on Episode 23 of the podcast.
Leanne: Welcome to the First Time Facilitator Podcast, Lynne Cazaly.
Lynne: Great to be here.
Leanne: It's so great to have you on the show. Thank you so much for giving us your time. I really appreciate it.
I'd love to start just by asking you the question on how you found your feet in the world of training and facilitation. Was it always something that you aspire to or is it something that you fell into?
Lynne: It's definitely something I fell into so my sense is a lot of people don't kind of leave school or during school girl. I'm going to be a facilitator. I think that they've got some capabilities that kind of lend themselves to being great facilitators.
So my background was as a Communications Specialist so I had a background in public relations, I worked in health, sports, art, media government and I did some lecturing at university and communications and consulting and communications and so I was learning a lot about what people think and how they communicate with each other. But the constant theme through all of those roles that I had was that I was playing this interpreter role, I was kind of working for a company, listening to what the management and leadership and the board and directors and everything was saying and then interpreting that for their community and their stakeholders and then I'd be listening to the community and stakeholders and interpreting that for the organization so I became this what I think you could call a boundary rider like in sports, you know it's a person who's got one leg on either side of the boundary lot.
Leanne: Yeah, it’s really a cool time.
Lynne: So yeah, there I was really what I was doing was facilitating communication between different parties and different stakeholders and groups as well as working with communication. And people started asking me, “Oh, will you facilitate our strategy day or our comms plan or our sales plan?” and I thought, “Oh, I'll be able to do that. I’ll have a crack at that.” and that's what I did.
And then in early 2000s, I did an Advanced Diploma in facilitation with the Groupwork Institute here in Victoria and I kind of just topped off my experience with some of the great theory around facilitation. So yeah, it certainly wasn't a planned journey or a planned process but yeah I'm happy I found it. I wish I did know about it in those years when you're trying to make a decision about “What am I going to study? What am I going to be?”
Leanne: Yeah, you’re right because I think a lot of the facilitators that I've spoken to have been launched from different careers and it could be Project Management Communications like you said my background is in marketing as well.
Lynne: Right.
Leanne: We've got people that are Software Engineers.
Lynne: Yeah.
Leanne: And I think, one of the thing is the theme is within their organizations or their own context they are being asked to explain what they know and so they want to become really good at explaining it to people which is why they find facilitation and realize, “Hey, I actually really enjoy this.”
Lynne: Yes. So it becomes less about their subject matter knowledge and more about the act of helping people and helping people get their work done or helping people understand something.
Leanne: That's right. So when you ask to facilitate your first strategy day, we're talking all these years ago because you're very experienced now. I don't know if you can reflect on that time and sort of share what you were thinking or what your strategies were going into that day because it would have been pretty daunting if you had that experience.
Lynne: Yes, it was. Yeah, I was really nervous and you know just the thumping heart most of the day and couldn't sleep well the night before and wondering you know, “Will I stuff this up?” and “What will I do if they don't know what to do?” and “Is my agenda good?” So all of this self-doubt and so I think this is one of the things that is the biggest challenge is that this confidence and we end up being too much worried about ourselves and we forget about actually helping the people that were there to help. So yeah, I had the classic doubt, you know, paranoia- “I'm not good at this.” “I'll crash and burn.” “This will ruin my career.” Okay, I still have some of those thoughts.
Leanne: I was just going to ask you that question. I mean, are there nights where you've got some workshops there and keynote speeches that you've sort of refined over the years. Even with refined content to new audiences do you still sort of think the night before? Like, “Oh, gosh. How am I going to go…?”
Lynne: Yeah.
Leanne: Ah.
Lynne: Yeah and even if I'm not using much content that is I've crafted an agenda with them and so it's about them the participants contributing the content. Yeah I'm still thinking, “Gee, I don't even know these people and I'm going to walk into this room.” and every time I walk into a room to facilitate, a bunch of strangers, every time. So you've got to have this ability to rapidly build rapport and connect with people because you need them to be on your side to trust you really quickly that you're there to help them. Not to tell them what to do but to work with them and I don't think that just comes from cockiness like, “I'll be out of do this.” That gets you into a lot of trouble whereas more of the humility of going “Gee!” and curiosity of “Wow! I wonder what they need help with today.”
Leanne: Yeah.
Lynne: I wonder what I'll be able to help them do rather than “Gee, I hope it all goes well.” It may not go well you know and I'm hanging on to “Oh, it better go well.” Well, it's going to go, it's going to go.
Leanne: So coming from the place of curiosity is what we're experienced.
Lynne: Yeah, definitely! I wonder why that person said that. I wonder where they're going with that rather than “Gee, what a douche.” like “What's he doing and why she being such a…” No! Just going “That's really interesting. Hmm...” So that's some stuff I think that comes from the Groupwork Institute and their philosophy around facilitation which was you know just slowing things down and really being more of service to the room rather than thinking you've got to control everything.
Leanne: I think that's kind of difference between when you're delivering a speech which is a very it's kind of like a solo event and you definitely want to engage people and not want to be arrogant. The facilitation is about drawing people in and like you said make them feel comfortable and I think it is you need to show that authentically you are curious about what's going on for them especially I guess people come into your room from all walks of life and they come in with all different attitudes as well and sometimes it's very noticeable when someone just doesn't want to be there.
Lynne: Yeah.
Leanne: It's that something, how do you cope with that? It's like, I know from my experience when I first started it was my worst nightmare when I knew that someone wasn't interested I felt instantly a little bit anxious but now sought after talking to facilitator it's interesting finding out what their strategies are so how do you cope with that?
Lynne: Well, it happens all the time. Even last week I was facilitating a session and there was someone in the room and they're doing niche most of the time and then they're eating their lunch at the time that wasn’t lunchtime and in and out of the room, kind of going, “Yeah, do they not want to be here?” or you know “What's going on?” and I remember facilitating some workshops for a Logistics Firm and we had a lot of the drivers of the vehicles that would you know they had to come along to the sessions and a lot of the other team you know people working in the warehouse and mechanical people and admin, a customer service. A lot of them were very keen but the people who were driving the vehicles were just, it was totally this every time. They're like “What's…?” They'd look around the room that I'd set up with you know nice post-it notes and markers and stuff and they go, “What's this shit?” Literally what they would say. “This looks like my kid's room. What's this crap, what are we doing today?” and I never engaged in an “Oh, you're here to do blah blah blah…” You know I never went into that parental or teacher mode. I just zip it and think, “Yeah of course, they're going to come in here.” and wonder “What this is? I just want to be in their truck delivering, you know delivering the products and doing that sort of work. I don't want to be in a workshop.”
Leanne: No.
Lynne: So again, I think I'm not here to fix them but I'm here to again build trust as quickly as I can and build engagement throughout the session and time and time again in those sessions around changed. Some of those drivers would come up to me at the end and they shake my hand they go, “Yes, thanks. That was good I didn't fall asleep, yeah it was really good.” So kind of thinking I don't have to win them over at all and I don't have to win them over in the first five minutes but just carry on you know.
Leanne: Steady-steady.
Lynne: Yeah, steady-steady and time and again they kind of came on board throughout the workshop and participated in activities and contributed and yeah we were able to draw them out.
Leanne: Awe, that is a bit of a win. I know you’re not winning them over but you would have been pretty happy.
Lynne: Oh, I look at- Yes!
Leanne: Got a smile!
Lynne: Yeah and as soon as they're contributing you know and participating. Even tiny things like what's your name or how long have you worked here or gee you must have seen a lot of change in the organization you know as soon as someone contributes a story about what they do or what they've seen. I just think, “Yes, great you know, I've got them now contributing to something that this whole groups going to be working on. That's good, it’s safe for them to speak up here.”
Leanne: Yeah, fantastic. So let's just say I'm in a workshop of say 20 people and there is like that one or two to people that aren't engaging at all. Do you try to cook them in it anyway like pay special attention to them or you do you sort of focus on the 18 other people that are engaging? Well, does it depend on the context environment? These are one of the variables here.
Lynne: Yeah, it does. It does depend on that. But I like to look at people's behaviour and think of their behavioural styles not their characteristics or personality but what's the behaviour they're exhibiting at the moment. And if they're quiet and not actively participating then my thinking is “Well, maybe they're thinking. Maybe they're not disengaged.” and I use visuals all the time in my workshops. So you know, here’s a flip chart, you see my office at the moment what's always here but I'll always be using flip charts in my workshops and the effect that visuals have on people, on their eyes, their mind, they can't help but look and engagement naturally, automatically goes up. So yeah, engaging with people when it's all talk is very difficult, can be very difficult. But as soon as you've got visuals there. Bang! Engagement goes up. “I can't help but look at the stuff that you're capturing from around the room.”
Leanne: Yeah. I was just on the back of what you’ve been showing me is a flipchart. Saw your website and a light bulb and like you said “You just can't unsee that, you've seen it, it's in your head.” You've sort of thinking, “What’s that about?” I'm seeing some really beautiful handwriting which I also saw on your website and the way that you draw is its really simple but it's effective and I know what you're trying to convey. Have you always been interested in drawing or as again just a tool that you've brought into your facilitation toolkit because you think yeah visuals are so important?
Lynne: Yeah. I have no art training at all. This is not about art, I say, it’s smart not art. So it's how we’re capturing and reflecting back to people the stuff that they're saying. I don't like the idea of someone sitting in the corner you know typing into a laptop “Oh, you know, I'm the scribe. I'm capturing what's happening today.” I think we don't know what you're capturing and its useless going into a computer so let's make it visible and then people can see and because using the tools of a visual is facilitation. So if facilitation means to make ease, to make easier, visuals do that. They instantly help make engagement easier, communication easier, collaboration easier, impact easier. It makes it easier to get to outcomes by about 25%, recall is easier by about 33%. So if we're not using visuals and we're facilitators we're really pushing sinopia. We're making it harder for us and for the group.
Leanne: Yeah, really good point and then you've written a book about this called Visual Mojo. In that book do you actually explain how we can use visual cues as a facilitator? What’s involved in that book?
Lynne: Yeah. It's Visual Mojo, so that's around the confidence of using visuals because most of us think we're crap at drawing.
Leanne: Yup.
Lynne: So this is about how to capture your thinking, convey information and collaborate using visuals. So I go through how to draw simple shapes and use lines. How to draw people because I think the sooner you put people in some of the pictures and charts you know anytime we capture anything on a flip chart or a whiteboard. Don't just write words.
Leanne: Yeah.
Lynne: We have to work too hard to digest that. So some words and visuals will really help get the message across. So whether you're you know capturing, you're eliciting information from the group and you write some of that up there with an anchor image as I call it. Something that helps people attach that those words with an icon or whether you're explaining something you know you might be explaining, “Okay, now we're going to break into three groups.” and you know those long-winded instructions that facilitators sometimes have. And sure enough someone in the room will go, “What? What’ll we have to do?” So I find that if I sketch out you know groups of three and I'll draw three people, draw a clock fifteen minutes and then a speech bubble and I'll put the keywords what we're going to talk about in groups of three for 15 minutes then that flip chart is there and no one asks you “What are we doing?” They’ll just look at it and you explain it and point to it, break into groups of three, talk for 15 minutes on this topic and I'll remind you know when it's time to wrap up and that just works every time.
Leanne: Where has that information been all my life? Our colleague and I just ran a workshop this morning and it was yeah I was trying to make this very complicated instruction very simple so I was staging it and checking in every now and then. But if I had just drawn it. The time limit and this is where you go. I guess that is something I'm going to start implementing straightaway and I’ll iterate drawing skill if they can draw a circle and letters and numbers.
Lynne: Exactly, that's it. Even keywords if there are three steps to this activity and go, “Here's the first step on the first chart, and we’re doing this. The second steps on the next chart, the third steps on the next chart.”
Leanne: Yeah, fantastic.
Lynne: You can have all three charts pinned up at once. So those that need to see the big picture can see everything and you know compartmentalizes information so we've got information in chunks. All of this is making it easier, that's facilitation. How do we make this thing easier and breaking down something like complicated instructions for an activity is you know we need to be really good at that. We need to have great clarity when we're delivering information.
Leanne: Yeah, that’s right.
Lynne: Yeah. Don't just rely on words for that.
Leanne: No. Thank you. That's excellent! I just wanted to share a quote that you said. So you mentioned that “Every time you're working with more than one other person, it's time to put facilitation skills to work.” So why do you think is the case and I guess the flip side of that, do you think people in organizations recognize that because I think, I mean I'm going to give you my opinion here. I think people think that facilitation is a skill that somewhere else is that the trainer or facilitator needs to have it, that it's not a role of a leader?
Lynne: Yeah.
Leanne: What I'm saying in here is every meeting if you've got more than one person you're going to have to draw on these skills so can you explain that a bit further?
Lynne: Yeah. Well, this is coming from the book called Leader as Facilitator which is about how to inspire, engage and get work done. So this book I wrote in 2016 and this is exactly that point which is helping leaders realize that every time they get the team together or even just have a one-on-one or one-on-two, one-on-three conversation, they need to just switch into the role of facilitator because they've got to make that little meeting easier. We know how much meeting suck so bad, right? They're run badly and that's the main problem, they're run badly. We can talk about lots of other things about them but mainly meetings are run really poorly. So with some facilitation skill, a leader cannot become a full-time facilitator but just swing into that role and think “Okay, how do I need to make this environment safe for these people to speak?” which probably means they need to shut up more. You know, “What are the questions? What’s the topic? What are they actually bringing this group together for?” And every time there's more than one person, they've now got the opportunity to draw that information out of those people because I see it a lot you'll have one loudmouth in a small group meeting and two other people don't feel like speaking. Well, it's the leaders job to you know just quiet in the loudmouth down and help lift up and encourage the other to not shut the loudmouth down and not expect those quieter people like, “Now come on, lean in and speak up!” No, it's not their job. It’s the leader’s job to make the environment great and elicit that information. So yeah I'm seeing more and more workplaces wanting to do this because they realize leadership's changing and they have to create more collaborative, co-created environments.
Leanne: Yeah. I'm looking at leadership in the aspirational requirements of a leader and it's sometimes it seems like it is this unicorn. They've got to be just great people but also have some technical capability, be a great role model listen to people, coach them. It's like wow and especially in the world we're living in now which is just subject to so much change and I was on your website before and I loved there's a workshop that really caught my eye and it was called The Sensemaking Workshop. I'd love to talk to you about that. So you said that the Institute for the future predicts it since making it to be the number one skill we need for 2020 which is only a couple years away. What is the skill of sense-making? I'm sure our audience, it may be the first time I've heard that term.
Lynne: Yeah. It kind of sounds a bit my lab tease the word “wanky”?
Leanne: Of course, this is an Australian podcast.
Lynne: Okay. I’ll probably say that instead of the other swear words that I probably get in trouble for and you know in the States. But since making can sound like “Oh, it's a made-up word or don't you mean making sense?” So sensemaking is when you connect the dots with information and try and work out what the hell's going on and we're often trying to do that in teams and groups. We get people together particularly in meetings and workshops, we're trying to make sense of what's going on, make some decisions and some plans and put stuff into practice and I think challenges come when we bring people together and we just expect that they're going to start collaborating and working well. But if we do some sensemaking, we give them some skills about how to maybe map out their ideas or think or talk together and the facilitator can be a sense makeup. So you can very much use visual skills, you can be a sensemaker using visuals. So it's kind of creating a map you know, whenever we're traveling somewhere or we're looking for a coffee shop, we get our phone out, we're great cartographers, you know we're great users of maps and in sensemaking, maps really are the visual charts it is showing, “This is where we are.” “This is where we want to go to.” and this is “Let's talk about now how we're going to get there.” Because that's kind of the overriding model that most workplaces and meetings are following. “This is where we are.” “This is where we need to get to know how we're going to get there.” So sensemaking helps people connect the dots and see, “What's really going on here?” and then it helps us make better decisions.
Leanne: Yeah, cool. A lot of the time I guess in meetings because we are so time poor and there's a something that's thrust upon us and we need to solve it and nobody goes straight into solution mode.
Lynne: Oh, really?
Leanne: You never really step out and talk about the process of how we're going to solve it because we have no time it needs to be solved and you think but by going through that process, it's very easy to clear and clear to see you know “What are the risks?, What's going on here?”, “Do we agree with that?”, “Okay, this is what will inform our decision process then.”
Lynne: Yes. So now you're uncovering a better process which great facilitation is having a really good process underlying. The work that the team's going to do and you're going to help them you know get through that work easier than if you weren't there in the room or if they had someone else to believe.
Leanne: You made with yourself redundant.
Lynne: Yeah.
Leanne: So you love the variety of workshops that you do offer. I'd like to hear a bit about let's just say you get approached by a client and they want something that's not off-the-shelf not within your range but you know that you can deliver it. I’d like to know, what is your process of putting together a package or a course for someone? They'll give you their objectives. What’s then, what do you do next?
Lynne: So this is probably a little bit more like a training design or learning design which is one of my earlier roles was working in a sales team and we helped all of the business development team that were out there on the road selling. We designed and delivered all of their professional development so I was constantly having to create new programs. So this happened a lot in one of these consulting roles that I had. But what we do is kind of find out those similar questions, “Where's the team at now?”, “Where do we need to get them to?” So what's that gap of performance and until we can identify that gap I think it's all just waffle. You know, if we start saying, “Oh let's run an activity about this and let's get them to read Simon Sinek’s “Start with Why”. Let's get them to watch that TED talk where there's a single guy dancing at the festival.”
Leanne: Oh, the second follower. Yeah, I've seen that everywhere.
Lynne: So I think there's a lot of biggest kind of I'd say cliched tools that we might throw into a training program thinking, “That'll do. That'll make them learn.” But I'd come back and go so, “Where's this team or group at now?, “What are the main things they're doing really well and what's the stuff we need them to either do better?” or “Where's the new capability?, “What's the new thing that we need them to do?” And often I see teams or groups trying to achieve and consultants learning and development consultants trying to fit too much into one day and so we've got “Okay, today here's 15, you know learning at home.”
Leanne: I know.
Lynne: It's crazy. It's not going to happen. So if you can blow that down and go, “Let's just focus on one or two, maximum three.” You know “What are the absolute must-haves?” and then maybe some of those other ones. If you're following that 70-20-10 model of learning on the job and learning through coaching and then for more face-to-face learning then use that as some of the on the job or the coaching like you've pushed some of those other modules or learning outcomes or topics off to other ways that people are going to learn. Not in that 10% when you're doing face to face. So that's how I do, I find out what this gap is that we're closing and try and narrow and get this gap as specific and as miserable as possible rather than you know, “Come and teach us conflict resolution.”
Leanne: We won’t training on communication.
Lynne: So you want to go, “What's going on in communication?”, “Where are the problems?”, “What are the issues?”, “Are these two people aren't talking well to each other?” Okay, well that's not to be covered in the workshop. you know we want something that's going to be and value to the whole group and not just be of value to them but it’s delivered in a way that they actually we've got some chance at making some sort of shift. We're not going to totally change them but some but some chance and that's the visual mojo or sensemaking workshop. I've refined that over a number of years and I just keep the elements that work and that people like and I keep getting rid of the stuff that doesn't work and that people don't like. So every time I run that visual session, I know I'm closing a gap around confidence in people's ability to think and communicate visually.
Leanne: Yeah fantastic. You do, you iterate it over and over again.
Lynne: Yeah. Keep that gap as narrow as possible. Here’s the thing that these sessions going to address. Not all of these 15 things.
Leanne: Yes, it's too confusing, too ambitious. Yes.
Lynne: So if you fluff up for failure like failure sexy. But not that sort of failure.
Leanne: No. I've never had fairly been described as sexy before.
Lynne: Oh, it’s everywhere now. That’s the right thing to do.
Leanne: Oh, I must have been in the cave. Okay. So when you are designing these programs are there any particular ice-breakers or energisers that lean on that you know yet this works every time?
Lynne: Oh, well I could be you know speaking an unpopular opinion here but I don't use icebreakers. So I don't have a go-to icebreaker. I think my view is they’re a little bit dated and a little cliched and lots of people have seen and coached and work with use quite dated and tacky activities that have elements.
Leanne: The “Two lies and one truth”.
Lynne: Oh, please. I am about to just go off my mind about this. Why would you get people together and you're trying to work with them for the day. Why would you encourage them to lie to each other and you’re trying to let things passed.
Leanne: I don’t know. I’ve sat through 15 workshops so that's been…
Lynne: It must be stopped immediately that activity is not good unless you're training for ACO and you're trying to work out, you're trying to catch liars, right? That's a great activity for them. But I think generally in the business world, get rid of stupid activities and anything that involves a blindfold. No! Just don't put blindfolds on people, stupid! We're trying to build trust.
Leanne: I think hopefully. I think that was stamped out in the 90’s because I don’t remember in my adult years. How safe we were in legislation and...
Lynne: Oh no. People still suggest it.
Leanne: Yeah and with big markers trying to people to try out to trust exercise.
Lynne: No. It's not. That is not how you build trust.
Leanne: Setting people up to trust you. Yes.
Lynne: I'm always saying you know “For what purpose, for this activity. Why am I running this?” If I'm trying to break the ice then there are ways to break the ice. The best way to get people to break the ice is to get them start working on something. Like they're probably there for work so let's get them to start working on something. Why make them play some silly game?
Leanne: Yeah.
Lynne: What issue that people have about actually starting some of the work? There are some pieces of work that you could begin working on. The best way to get people working together is to get them to start working together.
Leanne: It sounds so simple.
Lynne: It does, though I think Ben's icebreakers and games are kind of hang overs from the 50’s 60’s and 70’s and they were probably the ways that our teachers were taught and then that's carried on we think, “Oh, that's what you do.” or the training and assessment certificate says you must conduct an icebreaker. But I would say “Well, who decided that?” you know, so there's some of my views on icebreakers. I think it can cause more damage to people by making them feel embarrassed, socially awkward and I think you've got to keep a very safe environment and very low risk early on in a workshop yeah and icebreakers to me most of them are too they're too risky and I think what's the most socially awkward, socially anxious, introverted person going to think about this?
Leanne: Yeah. Completely shut off. Yeah.
Lynne: It's not good. So yeah, a lot of experiencing engagement challenges in teams and at workshops and maybe it could be because we've done some things that are negatively impacting how we're building engagement and building trust.
Leanne: Yeah. I spoke to a guy called Sean D'Souza on the podcast last week and he pretty much said: “No one cares about your bullet points, nobody cares about your content until they feel safe.”
Lynne: Yeah.
Leanne: I was like, “That is such a good point.”
Lynne: Yeah, it's so true. It's like…
Leanne: Yeah, because they're seeing where they are in the workshop, what's comfortable, what's going to happen to them. So, it's all about them. They're not actually looking and seeing what the information is because they don't feel that they can trust the environment yet.
Lynne: Yes, exactly. And some by the end of the day are still going, “No. I still can't trust the environment.” and that's why they've set their arms crossed you know disengaged-looking face. However, they might still be thinking. We think you know we can't lie consumption that someone's disengaged simply on how they look.
Leanne: Yes. I love that mindset. So let's just say when you've gone in, you've identified the gaps, you've written the most amazing content, everyone's engaged, thinking about it taking action. They walk out. How then can you in some way, how can you embed the learning from that day's workshop or what strategies do you have so that when they leave that day feeling inspired and motivated, fantastic that they do something. Well, they change some behaviour following that. So, in three months’ time, I mean this such a tough thing to do and I'm just curious what are your thoughts around that?
Lynne: Yes so three months for me is a long time.
Leanne: Yeah.
Lynne: But how do I get a behaviour change in a lot shorter time? So I'm looking for behaviour change on the day in the workshop. So I'm wanting to see people particularly with my visual thinking, visual mojo, and visual sensemaking workshop. I'm checking and testing throughout the day to see are these people shifting like “Are they getting a new behaviour?” Not waiting till the end and then trying to do some follow-up webinar two weeks later to check in with learning.
I'm looking for little points throughout the day like probably thirty of them and I'm checking have they got that did they get that and then the beautiful task of reincorporation. So then I'll be running some activities later on in the day, “Are they reincorporating stuff we covered in the morning?” So now they're starting to put this stuff to practice and is there thinking shifting, is their behaviour in their team or their group whatever the topic is, is that starting to change? Now they're trying it out, you know they're trying it on. I think we expect a lot that you know “Watch on my PowerPoint slides and now go behave differently.” and it just isn't like that. So what opportunities are you giving people throughout the day to try some new behaviours on.
Leanne: Yeah fantastic. That's so embedding it in the terms of the content and the way that you structured the course of learning.
Lynne: Absolutely, yes.
Leanne: Awe, that's really good. Yep love that.
Lynne: So if you come back to going, well the gap now is a very narrow gap that we've defined now. I can make some really good stuff happen to close that narrow gap rather than having this broad topic of communication. Maybe you know the much narrower gap, I'm covering is delivering 90 second explanations in meetings maybe that's the narrow gap and now I can deliver skill around that and we can practice it and they can by the end of the day they will have new behaviours and they will not want to let those behaviours go because I'll have tried them on they'll go “Yeah, actually that feels pretty good. I've now seen it in other people in the room. I'm seeing how effective it is.” And one of my favourite tasks is just to give people some homework just within 72 hours. So I give them a task that they have to come back to me with just individually. So safe, just come back to me, doesn't support cast to the whole team or group, you just straight back to me. Here’s a demonstration of one of their skills or behaviours connected with the workshop.
Leanne: Oh cool. Yeah.
Lynne: Yeah.
Leanne: Yeah that sounds really fair, 72 hours, a non-confrontational, yeah.
Lynne: Yeah and I found the people who do that go on and do really good stuff with the program and the people who are still don't quite have the confidence. I've got an online program then that I send people in enrolment to and I find that the people who haven't sent me their homework are the ones that go straight in to the online program because they want to learn a bit more or they want to feel it out a bit more and they'll take a little bit longer and then their homework will come through.
Leanne: Awe, that's good at least they’re still completing the homework.
Lynne: Yeah.
Leanne: That’s fantastic.
Lynne: Yeah and majority of people do, “Because I want some feedback.” or “How am I going?” or you know maybe they feel like “Oh, this is looking pretty crappy.” and I’d go, “No, it looks really good.” you know. So you would come back to this mojo, all this confidence not only does the facilitator need it but in a training situation you kind of have to confirm or affirm that when people have got that competency like let them know, you know let them know that they're going well or I might say give them that social proof or I'll go “Look, I've seen you know three and a half thousand people do this program and I can tell you, you're doing really well.” and they'll go, “Oh, okay so compared to others, I'm doing okay.” “Oh, yeah. Yeah you've got this.”
Leanne: Oh that's so, yeah great strategy.
Lynne: With some feedback.
Leanne: Yeah.
Lynne: You know direct feedback to them. “I can see you're doing well with this.” So some of that growth mindset stuff. “I can see you've worked really hard on this.”
Leanne: Yeah.
Lynne: Yeah, it’s like acknowledgement.
Leanne: Yeah. Look we're getting so many practical tips from you Lynne. What is one piece of a practical advice that you could offer to a first-time facilitator or to yourself say you know 15, 20 years ago whenever you started that one-day strategy session. If you could go back and give yourself one piece of advice what would that be?
Lynne: As a facilitator I'd say, don't go in thinking that you know the answer and some of the best ways to build engagement in a team or group is to push what we say, “Push the work into the room or push the questions out into the groups.” So rather than you’re playing consultant or subject matter expert or teacher as in “I have the answers to this. I know, I'm going to share.” That that you put the challenge or the questions out to the group and that's the work that they're going to start doing. You know have I said don't play silly icebreakers maybe some of the icebreaking years get them to answer some of the initial questions about this topic: What are their thoughts? What do they know about it? And this get them participating, contributing and you've been more of the facilitator not the person who has all the answers.
Leanne: That's fantastic advice and on that Lynne, I like to thank you so much for all of your time, your insight. I don't know if you've noticed but I've been like scribbling, you can’t read my writing, it's not as good as yours.
Lynne: Did you use any shapes or icon?
Leanne: I did use some circles and I've used some arrows that would sort of link things together
Lynne: Oh, good.
Leanne: Yeah. So some kind of taking some baby steps on what you recommended in terms of your visual mojo. I'm not a mojo level yet.
Lynne: Yeah, but with some, the podcast if you want to put a link there for people to shoot me an email and if they just say, “Look, I heard about, I heard you on this podcast.” Oh, I'll send back. I've got like a PDF with some icons on it that people can follow and draw and practice. So I couldn't send that right on back to them for now you know just a little gift or something.
Leanne: Oh, well gift for the audience. That's the first time we've had a gift from what about. Actually, now sorry, we had a template sent through back in Episode Eight. So Lynne, your website is a lynnecazaly.com and we’ll write that on the show notes as well and you've also got a huge following on Twitter so we'll put your Twitter account on there if anyone starts using questions on that.
Lynne: Thank you. Yes.
Leanne: Thank you so much for your time and all your insight. The stuff that you're rattling off is just it's so yeah, I mean some of the stuff I've kind of heard before but majority of things are just simple tweaks in terms of the way that you can explain an instruction using symbols that's going to improve my game like by 10% straightaway. So I really appreciate that.
Lynne: Yes. You’ll save time. The message will land and they'll go “Wow, she is a smooth facilitator.”
Leanne: Yeah. I love that. Thanks again, Lynne. I'm sure you'll get a bit of a feedback from this one.
Lynne: All right. Thanks. Great to speak to you.
Leanne: Thank you.
Episode 21: Crafting your (remarkable) facilitator brand with Jane Anderson
I chat with Jane Anderson on her experience delivering workshops and content to over 50,000 people. She shares why personal branding is so important, how you can craft your own (remarkable) facilitator brand and how she developed the courage to share her brand with the world.
I chat with Jane Anderson on her experience delivering workshops and content to over 50,000 people. She shares why personal branding is so important, how you can craft your own (remarkable) facilitator brand and how she developed the courage to share her brand with the world.
Jane is passionate about helping industry experts to be fully self-expressed and bring their authentic personality to life in their interactions with their customers to create influence and impact. She is best known for her ability to bring out the best in people in a pragmatic, resourceful and authentically inspiring way. She believes that being connected with the audience, getting their energy in connection and at the same time changing the room while she’s in there is the essence of a great facilitation.
Listen in to her when I ask her about the tactics she uses beforehand to find out what the audience needs from their workshop.
In this episode you’ll learn:
Great ways to hone your skills as a facilitator
How to craft your own facilitator brand and stand out in a saturated market
What it takes to be a remarkable facilitator
The difference between trust and credibility
The three key big things that you need to be able to do to build trust
About our guest
Jane Anderson is a Business Growth expert specialising in Personally Branded businesses since the age of 14. She has worked with over 50,000 personal brands to build more trust and influence for revenue and market growth. Her clients include Virgin Australia, Lego, Ikea, Rio Tinto and Origin Energy. Jane’s blog was recently voted in the top 25 branding blogs globally. She is the host of the iTunes podcast "The Jane Anderson Brand You Show" and has been featured in Business Insider, Sky Business, Sydney Morning Herald and The Age. Jane has been nominated for the Telstra Business Women’s Awards in 2014, 2016 and 2018, and the author of five books including her latest “EXPERT to INFLUENCER: 12 Key Skills to Attract New Clients, Increase Sales and Leverage your Personal Brand to Become an Industry Leader.”
Resources mentioned in this episode:
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Click here to let Leanne know about your number one takeaway from this episode!
Click here to tweet your thanks to Jane.
Quotes of the show:
“If you can solve people's problems and you can help them have the insights and have the empathy to help them understand their own challenges and you're able to care. If you know how to care and run a tribe, if you know how to do that and you can solve problems, you don't need an MBA, that's just not needed anymore.”
“I've always been a cheerleader in someone else's corner but you know one day the time comes where you've got to do it for yourself and you just got to step-up and say to yourself, let's do it!”
“Find your tribe, get around with the right people and get a mentor.”
“You've got to connect with the audience, my job is to change the room while I'm there so you just got to do everything you can to get that energy in connection.”
Episode transcript
View the First Time Facilitator episode transcript with Jane Anderson.
First Time Facilitator podcast transcript with Sean D'Souza (Episode 22)
Here is the episode transcript from my interview with Sean D'Souza on Episode 22 of the podcast.
You can listen to my interview with Sean D'Souza on the First Time Facilitator podcast.
Leanne: Welcome to the show from across the ditch, Sean D'Souza.
Sean: Hello. Hi, Leanne.
Leanne: Hi Sean. Sean, I really want to get into it because I've given you a really fantastic introduction to who you are and what you do. But I want to talk about the time and a lot of these days when we run workshops and organizations or you know even outside. We're really limited with the amount of time that we have so in the two days we try and cram as much information into our participants heads as we can. But when I went to Singapore and went to your workshop it was a three-day workshop and in that you spent I think it was the first five minutes of the workshop explaining that “Hey we can cover all this content in half a day.” So I really like to hear your philosophy around embedding information in people's heads and guaranteeing a skill by using time a bit more differently to everyone else.
Sean: Yeah. First of all the reason why I say that at the start of a workshop is because of the objection that comes up you know it's like we seem to be loitering around a lot we have lots of breaks but the point is “Why do you go to a workshop?” and it depends on why you go to a workshop. If you're with a corporate you go there to waste time, right? But if you're a small business for instance, the chances are that you're looking for a skill. But even if you're in a corporate, there is a pretty good chance that you're looking for a skill and what the person needs to do, the person conducting the workshop is they need to understand that whatever they understand is not easily assimilated by the participant and then once they assimilate that they still have to practice it and so there's lots of this breaking down that goes on. So the formula that I have is like one-fifth or one-sixth of the time needs to be spent by me you know with slides and stuff like but the rest of the time is for them to work on the assignments that I give them and the group assignments and individual assignments in you know breaking it down to the point where they walk away with the elk notes and they know what to do. That is very crucial because if you need to go back and read a whole bunch of notes just to get something done that's like you know having to drive a car and going, “Oh, where are my notes?”
Leanne: Yeah absolutely. So on that, how do you confidently say then that you do guaranteed this skill and why do you think time giving people a space to reflect and talk about it? Why is that more effective than just saying than just throwing that information at someone? Why is that sort of group engagement giving them the space so effective?
Sean: Because information is very tiring. So what we do is we look at 4:00 p.m. and you look at 4:00 p.m. on day 1, 4:00 p.m. on day 2, 4 p.m. on day 3. You look at people's faces and they get very tired and if at 4 p.m. they are all bubbly and stuff and they're not exhausted that tells you that the volume of information is not too great and that means that they're able to assimilate it. Just like you would on a normal day, you have tasks to do and 4 p.m. doesn't necessarily tire you out but when you're at a workshop people just give you more and more information thinking that is the most important thing but it's not it's. What you really want from the workshop is you go in there not to get more information. You could sit at home, you go there specifically to come back after 3:00 so if I go to say a Photoshop workshop, when I come back from the Photoshop workshop I can have a 200 page book, I can have all of these slides I can have the notes and videos and stuff but can I do masking in Photoshop? - That’s the goal. So as a presenter, you have to go “Wait! How am I going to design this stuff?” so that everyone and this is without exception, everyone can do masking in Photoshop and it might well be that masking involves seven days. So in that case you go, “Okay, we won't do everything in masking, we'll do something that we can manage in five days.” and then maybe you can't do in five days and so you have to almost break it down to the point where you go, “Okay, if we do A, B and C then in three days it's guaranteed that everyone in the room will be able to do it.”
Leanne: I like how you said talked about A B and C and chunking it down because I've noticed something very similar in your podcasts you really talk about three things in every episode over the space of say 20 to 30 minutes. It is the number three something special to you or am I just reading too much into that?
Sean: The first thing is what I tend to do is I tend to say “Okay, I'll tell you three things about why you need to make workshops really safe.” and then I usually can think of one thing or the second thing and then ask to force myself to put the tether third thing in so from my perspective it's good because it forces me to elaborate on a specific point. But from a client's point of view as well, it's not that hard to focus or to work on three things you know if I do A B and C, they can kind of remember that. I don't think there's any science to it. We seem to like three things but I'm at the moment you go to 4 and 5 and 6, it's much harder because you have to remember these are not things these are concepts so when I say “Okay, safety in workshops.” Well, that's not a thing that looks like a bullet point but it's really, it could be a whole workshop in itself. That's what you know facilitators and presenters don't understand that one little bullet point that you just made. If you could just go deeper into that, that would be so much, I mean that would be useful to me rather than you jumping to point two and point three and point four and onwards.
Leanne: Yeah and you brought up a really good point about all those notes from a Photoshop workshop, we could take away a 200 page guide but how often do we really go back to our desks and refer to it? I think you know, let's put it on the shelf and think “Yeah. One day I'll read that but five years later it's still gathering dust.” So it's a very good point.
Sean: Yeah, because that should be the purpose of the workshop. The purpose of a workshop is to get people out of their house, out of their office space and you know give them time to travel because the travel to the workshop gets you to think, the travel after the workshop gets you to think. So those are very crucial but also in the workshop, because we give them so many breaks so you say, well, people often ask me, well, “How do you know that people aren't checking their email during the workshop?” Well, if you have like 12 breaks or 6 breaks and they have enough time to do all that stuff. So they're not going to do it in the workshop, in the workshop they're participating so this design of something is very crucial.
Leanne: And I think, if you're an external consultant going into a company I think you really want to guarantee that output but at the same time if it may be difficult extremely explaining to your client “Hey, I do need to give these people frequent breaks.” The first the client may be thinking, “What the hell are you doing?” you know it actually earning your hourly rate. So I guess it's important to convince that these kind of concepts are really important to guarantee that skill.
You've brought up the concept of creating a safe environment for your workshop. Is that something that you, I know you have Renuka in the corner there that helps you and with preparing and setting all of that up? How do you create a safe space with people that aren't really confident in asking questions or speaking out? How do you ensure that you guarantee them the skill by creating a safe place where they do feel safe to raise issues and questions?
Sean: Yes, so one of the things that people don't realize is that people don't care about your content. They don't care about your slides and they don't care about anything.
Leanne: Okay.
Sean: Yeah, they don’t. They only care until they feel safe. So they're not going to do anything if they end up looking like a fool or they end up, whatever! You have to think of them almost like five-year-old kids like you know, the five-year-old kid in the house is bouncing around laughing and stuff and then you take her out and then she's wiggling between the father's toes trying to stay away from your gaze because the father just said “Sing a song, come on Emily. Sing a song!” No, not going to sing a song, right? But you give Emily enough space and enough time and she will do that. So what we do is we set it up so that people are safe. Now, one of the things now, I don't know people have you know multiple questions to this and this becomes a whole workshop in itself but essentially what we do is for most workshops and not the one you did but for most workshops, what we do is we create the notes and we send it to them a month in advance. You’ll say “Well, if you're going to send them all a notes a month in advance then why are you going to show up to the workshop, as in the presenter, what's the point?” and the point is that I feel safe as a person reading the notes. Now there's no shock and awe, there's no “Oh, I have to come and I have to see all these slides for the first time.” and after you assimilate all the stuff- No! You're there, you’ve read the notes, you understand it, and so what's the job of the presenter? Well, the presenter has to show up there and now explain the same concept with different examples. So now you're getting a much deeper understanding of the same thing, different angles- same concept!
So if I say safety and I send you a book with several examples of how you create safety in workshops or how you create a safe zone then when you come to the workshop I show you different examples. How does it work in a corporate environment? How does it work if you're having a course online and you can't see anybody? So now you're getting depth in it. Now that creates one level of safety, the second level of safety and it depends on who's having the workshop. But what we do is we get people to show up before the workshop as in the day before. Now, in Singapore you know the workshop you attended, we landed just the night before. It doesn't usually happen but we tend to have a meet and greet the previous night. In Brussels, we went to the Tintin Museum.
Leanne: Oh, great.
Sean: Yeah. Yeah I know you missed out.
Leanne: I know. I got all the photos, thanks for that while I was sitting in my cubicle.
Sean: So all of this stuff is done as a preparation then we have soft toys that people chuck around. We have sometimes when you come to the workshop you'll get maybe a little postcard with your name written on it. These are all these little things that enable people to go “Oh, this is a fun environment. This is not a place where I'm going to be put down and made a fool of.” and this takes a long time. When you get to a Psychotactics workshop you don't realize it but until about 11 o'clock you're doing nothing.
Leanne: Ah yeah.
Sean: Yeah absolutely nothing. You just had a bunch of introductions which are also engineered for you not to introduce yourself but to introduce somebody else. You’re doing a whole bunch of stuff until you finish the first coffee break which is at 10:30 and then at 11 o'clock that's when you're actually doing the first assignment.
Leanne: Yeah, you're right. I'm actually just sort of reflecting on our days in Singapore and yeah there is a bit of a science behind it, good to hear.
Sean: Yeah. So this just goes on through the days and then as people you know they get to know so we put them in groups but of course we've had really bad examples in groups. So the point is how do you make that safe as well which is you know on Day 1, we'll have a group and it's random it's not even like necessarily the same groups and then sometimes if we find that we need to change the groups the next day we change the groups and what that does is now you say, “Well, that's uncomfortable.” but it is safe at some level because you feel “Okay, I don't have to be with this person all the time.”
Leanne: Yeah, absolutely.
Sean: And so, there are lots of very small things but essentially if you start thinking of it as an adult workshop and going, “I've got a whole bunch of 10-year-olds. How do I keep them comfortable and happy?” then yeah, lots of breaks, stuff toys. Think of it as a ten-year-old party and I think you'll have a formula out there.
Leanne: That it sounds really fun. Interesting point that you said that “No one really cares about the presenter, all the slides until you make them feel safe.” It's the first time I've heard anyone say that. A lot of people talk about the importance of getting everyone to know each other and feel comfortable but no one's said it like in those words which is really great.
You talked about the levels of safety so giving up the notes in advance again that's another new concept I've never heard and a lot of people would think “Hang on! Well yeah, what is the point of me showing up here?” and I think that challenge on the facilitator to start figuring out more examples or then putting more emphasis on how we're going to make this more relevant for the people in the room at the time especially if they've read their notes prior. And then I like the idea of the meet and greet beforehand, it takes that mystery away of who's in the room because like you said when you're rocking up to a workshop you could be pretty apprehensive of who's going to be in there, how I even get there, all these thoughts going through your head before you even see the first slide.
Now, I want to talk about the way that you introduce topics as well and you always start from a high level overview. So in Singapore you spoke about the Manhattan Skyline and then you're really just teaching us the importance of foundations. Sorry, is that the way that you introduce the concepts a lot of the time, is it through using stories and looking at things that are going out in the world and then trying to make that relevant to the concept you're exploring?
Sean: Yep, because that's what you remember. So information again is very tiring and most of us thinking that that's what the clients want. The clients don't actually want that, if you know, we know how, what clients really want in a workshop and that is they want to leave the room and you say, “That's not possible!” Well, do this the next time you're having a workshop tell them, “Look, all of you are here for the information, right? And they'll all say “Yes!” and you go “Okay, so we're going to do this workshop until 9:00 p.m. tonight.” and then watch their faces. Yeah, it's the same thing as school, right? So you know, if you tell a bunch of 10-year-olds “Hey, school ends at 4 o'clock every day but if we do all stuff really well, we can all go at 3 o'clock.” and they go “Okay, yes!” and if you take 30-year-olds in a room or 50-year-olds in the room and you do that it's exactly the same. I've gone away from your question but the point is that people are looking for the exit sign and so if you design your workshop around an exit sign which is, “How can I get people moving all the time?” then that's the way they learn because they don't really learn sitting down there while you're droning on forever. That's not when they're learning. That's when they're just hearing not even listening to you, that's when they're checking their email. But once you've given them stuff to do, once they're starting to move, once they're starting to discuss stuff, once they're going to the cafe and back and you know how many trips we did to the cafe and back. I mean, we pretty much spent an hour and a half just going back and forth.
Leanne: And I don't think anyone was looking at their watch thinking “We need to get back, we're enjoying all of our time away.” as well.
Sean: Right.
Leanne: I think what we're talking about, what we were learning as part of that drinking great coffee.
Sean: Yeah, but in that section, that's where you're doing all your learning where you're doing all your assimilating and your question was “the concepts”. So if you give people like a whole bunch of bullet points, it's very hard to remember but if I tell you a story like for instance, we have this book called “The Brain Audit” and in that I talked about how you land at an airport and you have seven red bags and stuff and then if I meet that person six years later and they go “Hey, you know I still remember that story.” So finding that story at the top of your presentation and then in the different sections of your presentation that makes a big difference because I can remember the stories and yeah after that and like for instance, you did the Sales Page Workshop and now you know that to build the Sales Page, you don't start, see, tell me, I'm putting you on the spot now. How do you build a Sales Page?
Leanne: Well, we started by writing all the bullet points.
Sean: Yeah, but where do you start from the headline?
Leanne: No.
Sean: Yeah, exactly!
Leanne: The benefits and features and you bullet points.
Sean: So what effectively, what are you saying is you're starting at the bottom?
Leanne: We are.
Sean: And that's where the Manhattan example comes in. You build a building a skyscraper from the bottom up not from the top down. So the concept stays in your head and then you don't have to refer, you don't even have notes until now but if I gave you that assignment to do, you could do it, right?
Leanne: Yep, absolutely.
Sean: And it needs to be something that you can fit on the back of a postcard. If you can do that then you've said too much.
Leanne: I have to upload an image of the postcard to the show notes for this episode because they're beautiful. So Sean hand drawn these- the postcards, which had all the important points and the process for writing a sales page and yeah I could look at that right now and write a sales page just from looking at the artwork on that.
Sean: And this is the interesting part that you know anyone listening to this will go, “Okay, I got the whole workshop. I don't have to go to the workshop.” See? That's the beauty of it. That all those three days are encapsulated in their postcard and in your head you can expand all of it.
Leanne: Yep.
Sean: But the person looking at it has no idea, I mean they have some idea but they don't have the same idea that you have.
Leanne: Yeah like the real substance and experience, yeah that's right.
Sean: Right and it's important to note that you still don't have notes or slides or anything and you can still do it, that's important!
Leanne: Hmm yeah, that is important. Yeah. So, do you use the same concept? I'm trying to, I'm trying to draw parallels now, so you put your DaVinci course out for sale, so what is Sean and his team can teach anyone how to cartoon which is just a skill that everyone thinks that they can't do. Everyone I know is, “Oh, I can't draw!” so cartooning is a bit of a stretch. You teach this to all system made, it create a structure so you can teach people around the world that are online not even in the same room or in the same time zone. How do you take to school like cartooning to an audience that's all around the world?
Sean: Okay, so one of the things that you went through and most people go through is what we call a “layering system”. So a layer consists of A then AB then AB and C then AB and C and D. So every time you're doing, you're always still doing A and then you're always adding B and then you're always adding, so what most training does is they go A B C D E and that's overload. But if you do A, AB, AC, AD, ABCD sorry then every time you're going back to the original, you're going back and practicing that and you're getting better at A, getting better at A, getting better at A and that's what we call tiny increments. So we increased it but all the time you're repeating it and I'm repeating myself here. So that is one of the things that we do.
The second thing that is even more crucial is this whole factor of getting people in the safe zone. So almost everyone who joins a course like we teach different skills like writing or presentations or whatever. And cartooning is so from left field because people say “I could never do that.” So the first point is to get them to the point where they're not making fools of themselves because everyone who draws like a six-year-old stop drawing when they were six years old which is why they draw like six-year-old. But having now been you know and now they're 35 or 55 or 75, it doesn't mean that they have to do 69 years more of drawing to get to a 75-year-old. Because a very fluent artist is like a very fluent speaker of a language. It takes about six to nine months to get very fluent in any language and what we do is instead of going “Okay, you have to practice every day you have to…” You just build this in tiny increments and then that builds a huge amount of confidence.
In fact, the first assignment for the cartooning course is to draw circles just random circle what we call “circly circles”. So it's just it's like a two-year-old could do so you get your first gold star as it were for doing stuff that any two-year-old could do very easily. And you know what? A lot of people struggle on that one, they try to draw a perfect circles and then we have to break that to the point where you go, “I want you to take a crayon with your thumb with your fist or whatever and how you draw it on the wall.” So you have to break those patterns and then very quickly within a few weeks they're drawing Snoopy, within a few weeks they're drawing complex stuff like stuff from Ice Age and they go, “Wait a second, this is what animators do. How am I doing this in five weeks?” So the confidence is what we're working on. We're now working on the skill because they don't have the skill and they don't have the practice. The main thing is they don't have that volume of cartoons in their head. They don't know how the finger goes, how the hand goes, how the legs go and then we get them to another level of practice which is copying.
Now, in almost every age, copying was the way to go about stuff. So Van Gogh, he copied all of Hokusai’s work from Japan. All of the Leonardo da Vinci, Michelangelo, all, they're not sitting there and going, “Oh, what's in my brain?” –No! They have this model in front of them and they're copying and in our age we have confused copying with plagiarism. Like taking credit for somebody else's work but this is not taking credit and this is copying, as a kid you trace. So anyway, to answer the question in a briefer manner, what do you have to really work on when you're teaching people is you have to get their confidence up. Because when you get their confidence up then they use less energy thinking, “Oh, am I doing the wrong thing? Am I doing the, you know, am I a fool?” Because they burn up all of this energy trying to be so smart and you're giving them tasks that don't require so much energy and that boosts the skill level because now they go, “Okay I can do this.”
Leanne: Yeah. I mean because you taught us how to draw the whale as part of the workshop and when you said that “Draw a whale.” and I just draw any whale. Yeah mine looked like a of six-year-old’s whale and then you broke it down and said “Draw a rectangle and do this.” and the confidence I guess of all of us was we thought it was excellent because you broke it down into those layered steps and made it really easy and yeah while all the whale is just a combination of all different strokes.
Sean: Yeah and this is the problem that a lot of facilitators do. So the facilitator is also not in the safe zone. They're also feeling like they're being judged, right? So they're always in that safe zone themselves and so they try to be smarter than the audience and that kind of comes across. The audience figures it out that you're smarter, you're standing there on this pedestal as it were. So when you bring the audience, so often a client will tell you, “Oh, it's so easy for you to do that.” So now if you go, “Okay, wait a second, how do we get rid of this objection? It's so easy for you to do that and how do we get you to do it? Now you go, “Wow! If I can do this, what else can I do?” All the time you're working between these factors of: “How am I going to increase their confidence? How are they going to feel more safe? How are they going to use less energy?” Puff! We get skill. So skill is really…What people think, skill is “I'll just practice and practice.” but practice, it gets you there but it takes very long.
Leanne: Yeah. Would you say it's like a transfer of confidence?
Sean: The first thing is, it's a factor of energy so if it takes you a long time or it's a complex thing to do then you're going to use up a lot of energy and if you lose up a lot of energy, you lose confidence and then you never acquire the skill.
Essentially it's an equation, which is an equation is “this plus this equals to this”, right? So energy plus confidence is equal to skill. That's what it is! It's not “I will practice, practice, practice, practice and get skilled.” No! If you have continuously difficult tasks like “Okay, now go build a computer. Okay, now go destroy the building.” It’s like “This is really hard!” But if you say “Okay, go get me a glass of water.” Then you say, “Okay, go and make some noodles.” as in you know, the two-minute noodles. You can accomplish all of those things and now this is again you go back to a 10-year-old and the 10-year-old goes, “I'm so smart. I brought water today. You know at home I don't get to bring water but in school I did bring water today.” - Okay fine! So now they're excited about that activity because it requires a little energy and then you can say “Okay now we're going to chop onions with a chef's knife.” right? And you go “How am I going to give a nine-year-old to chop onions with a chef's knife.”
This is all the task of energy. The reason why people grow up and go “I can't cook. I can't draw.” it's because the first time they're given a recipe, it's like, “Okay, here are 30 ingredients go make a great Indian dish.” Sure! I mean it doesn't work like that.
So the facilitation process is the same thing which is if you give me tiny increments I don't have to burn up so much energy to learn it. I don't have to burn up so much energy to wonder if I'm a fool or whatever and I know that you're not trying to show off as a facilitator. So now because I have that energy, I can put it to use and gain more confidence and then as I gain more confidence I get more skill and in that whole formula you have all these brakes so you're like, you're confused you speak with someone else, you speak to the presenter. You have space to get rid of all the objections and the problems and stuff which otherwise it's like, “Ah I got stuck at five, at 10:30 and now it's 12 o'clock and now it's 2 o'clock.” and you know the biggest problem is that clients will not stop you, they will say, “I'm sure, he'll cover this on Day 2.”
Leanne: Yes.
Sean: And you never covered that on Day 2 because you have no idea that they have that problem and they're waiting for Day 2 by which point they're completely confused. So there are all of this and I'm not saying our system is perfect. In fact, we have to keep tweaking it for this very reason which is we want people to have that skill and they still have all of these obstructions that they put in their way and so we have to keep tweaking that, it's just how it is.
Leanne: Yeah, so you're actually writing a book on talent, aren’t you?
Sean: Yes.
Leanne: I know you've been talking about it for a while but I think you're getting momentum which is really great.
Sean: Yeah, we have to pre-sell it. Yeah that’s the only one I’m going to write.
Leanne: Oh, this a great podcast to talk about talent man. This can over-the-line build up momentum even more. So do you believe that you can teach anyone anything? Or do you think the person coming in to learn the skill has to have some degree of motivation to want to learn the skill depending on the complexity of that skill?
Sean: I'll give you an example of my niece, Marsha and I'll give you an example of the other niece Cara. So one was 8 in the other was 13 when we started this exercise. Now both of them were not motivated, as in Cara point-blank told me. We said we're going to have these Friday sessions and both of you can draw and paint like with real watercolours and in real watercolour books and stuff. Cara point-blank at 8 has decided, “I can't draw.” and “Okay, I come to paint because I can just throw colour on the paper.” right? – So, I can't draw. Then we have Marsha and Marsha is like “Okay, I'll do whatever you want but swimming, I rated it as a ten and painting or drawing is five.” So there's really no motivation on the part of both of these kids and what we decided was “Look! It's not about the content, it's about the energy.” and so we got them there and we give them Cola and they have you know they dance, they run around, they eat chips, they listen to music and stuff and in the last half an hour that's when they're drawing and painting.
Leanne: Ah.
Sean: If you see their work, you will be astounded. So what's really driving their stuff is first of all, its “Oh, this is so much fun!” So they would put up with the pain of drawing because 70% of it is fun. So okay, I'll humour you. But what happens is in the process that we teach them in tiny increments so it's like “Let's draw a snowman today.” or “Tomorrow, let's draw something.” We're starting to build it up and then you only figure out what it is right at the end, right? So it's still all this fun, fun, fun, fun and their drawings are superb. So now Marsha looks at her paintings and goes “Wow, that's so good.” and she's a teenager and you know pretty much like a teenager looks in front of a mirror and goes “Oh, I look so great.” or whatever they spend time in front of the mirror. Marsha does that with her paintings and Cara's like “What are you looking at your painting for so long?”
But Cara, if her parents say “Oh, do you want to go for painting class?” and she's like “Yeah.” and what she did was she said “I have these photos on my iPad.” and I let her draw on the iPad as well and she said “Where's my work?” because she did like three or four drawings and I said it's in this folder and she says “That folders called I can’t draw.” and I said “Yeah, because you said you couldn't draw so I put them in the ‘I can’t draw’ folder and she said “But that was two months ago.” So this is the level, this is how you start to get into this factor of talent which is you have to understand what causes people to be motivated in the first place and it's not your stupid bullet points, it's not your content, it's not all of that stuff. They are motivated by fun, if you want to teach spelling get the kids out on the playground and you say, “How do we spell appetizer? You’re A, your P, your P, your E.” and then move them around and then you say ,“Okay, now can we break up appetizer, so you’re the letter T, right? so you go and find other kids and you make a letter so you make a letter like taser, T, A, S, E, R or a sitter and now the kids are running around they're learning spellings but they're having fun. If you say “Tomorrow, who wants to learn spellings?” Well, everyone is like, “Yay, spelling time, what is wrong with this school?”
Leanne: That sounds really fun.
Sean: I know but that's the whole point. The point is that if I'm having fun, I'm not burning up energy. If I'm not burning up energy, I'm getting confident and I know that I'm learning. It's not like I'm saying “Oh, I'm just having fun I'm not learning anything.” So it’s a fun designed in a way that gets people to understand or to learn it. That builds the confidence all the time and then that leads to skill, well that's how we do it.
Leanne: Yeah, so that's how you do it and that's something that you've refined say over the last what 15 to 20 years, so it didn't start out this way?
Sean: Yep.
Leanne: I'd love to hear about a time where, was there a time that you can think, reflect on where things didn't go so well in a workshop or some of your Peterson's participants were still scratching their heads afterwards? Like we're going back quite a few years, I'd imagine and then when you started to think, “Hey, I actually really need to start thinking about how I deliver this now.” or have you always been this good as a teacher?
Sean: No one's, I mean, one of the things that we do is we always ask for feedback like not praise. We interview everyone for testimonials that's for sure but we also ask for specific feedback. So when I left Singapore after your workshop, I had like 25 points. 25 things that I had to fix from that workshop to the next workshop.
Leanne: Really? 25?
Sean: Yes, I can send you the list.
Leanne: Okay.
Sean: And you know, you thought, “Oh, that was a pretty good workshop.” but there are 25 and then the Brussels workshop, there are 25 and then when we do the same workshop. So we've been doing the article writing course for instance online since 2006 and at the end of the course people are expected to write a thousand words on what was wrong with the course. So now, say let's say 250 people have written what was wrong with the course, we have 250,000 words of feedback. This is how you fix things. It's not helpful, you need a stiff drink at the end of the day because they all sound very ungrateful.
Leanne: Yes. So you need to get yourself into a safe space before you rave in. Wow! 250,000 words.
Sean: Yeah but the good thing is what we do is we have that mix. So we have, “Okay, you give us your feedback, what you can…?” and it's not just feedback is like, “What do you suggest? How do we go about it?” and I have this conversation with them. “How do we fix it? What do we do? But what if I have this problem?” and then the clients come up with the solution.
The next stage is the testimonials where they talk about how much. So the client looks at feedback as, “Look. I really am giving you feedback not because I hate you but because I love your stuff and I want to see.” So they're trying to fix something that they see is broken. But you see it as, “Oh goodness, I gave everything and they want all of this more.” So that is a definite problem, you have to get yourself into loving feedback and if you can't do that, then do the feedback first and the very next thing you do is the testimonials. Because the energy that comes from the testimonial will kind of reduce the impact or the brutality of that feedback.
The problems that we've had in the past have really stemmed from me getting exhausted. So when I used to do any workshops or presentations before, I had to literally rest for a week. And I thought “Why am I having to rest for a week? I already know this stuff, I'm so exhausted. These guys must be really exhausted.” So started to think about this whole topic about what people want and it's to do with marketing rather than, because people, they say one thing and then they mean something else but it's not like they know what they mean. A good example of this is Weight Watchers and if you say, “What is Weight Watchers slogan?” Well, when they started out it was eat all the food you want and you think, “That doesn't make any sense?”
Leanne: No.
Sean: Yes, it does! It makes perfect sense. The people that get in trouble and go to Weight Watchers are people who eat all the food they want.
Leanne: Yes.
Sean: The people who don't have the problem don't have to go to Weight Watchers. So Weight Watchers is effectively saying is, “You can eat all the food you want, we'll show you how to eat it.” right?
Leanne: Yeah.
Sean: So that's the one factor, that is. I can't express that, I can't express that I want to eat everything in sight. I can't express that, I don't want to admit that. But when I see the slogan, I just go “Oh yeah, that's the right place.” So we had to look at our workshops and go “What do people really want?” and the answer is they want to have fun. Whether you look at a corporate event or you look at a small business event or any event. Everybody who comes there says, “I want to have fun.” So then you know you speak to your partner, you speak to your accountant and they say, “You're going to a three day workshop, you're going to spend all this money what are you going to do?” and you go, “I'm going to have fun!” No! That's not going to work, it's not going to work for you, it’s not going to work for them, and they aren't fun. You can have fun here, why spending all this money? So I can't admit that to myself but that doesn't mean as a facilitator that you can't teach while letting them have a blast.
Leanne: No.
Sean: Yeah.
Leanne: That's what I'm finding. I find the most effective facilitators are the ones that bring in the most fun and then learning is kind of like the side effect of having a great time.
Sean: Yes and the worst facilitators always said at the start they say, “Okay, are you guys ready to have fun?” and then you sit through three days of complete agony.
Leanne: It's like, yeah my husband says if he meets anyone that ever says that introduces themselves as easy going but you've got to watch out!
Sean: Yeah, it's overcompensation.
Leanne: It is overcompensation.
Sean: Yeah.
Leanne: So what is some advice that you could give to people that are starting their journey in facilitating and leading workshops in their own context? What would you tell them Sean?
Sean: Well, I think the main thing is that they have to get very comfortable with themselves and that's quite a journey. It's got nothing to do with the audience, it's got everything to do with how much authority you have in that space. And so if you look at say Photoshop, well, no one has the authority in everything in Photoshop but maybe in masking and then maybe in the sub subset of masking. So what you want to do is you want to be comfortable, you feel like you're in a safe space and any questions that come within that space you can talk about it.
Then the second thing that you want to do is you want to take that little subset or sub subset and then expand that so that say, you could cover that material I don't know half a day. Well, you don't have to go for three days, you have to be really confident to take a half day material for three days but let's say you said, “Okay, we'll do this in one day or one and a half days.” Well, now what you have to do is you have to go, “Okay, I have to explain in one third of the space. I have to get them to work in half one third of the space and then I have to get them to build exercises or do something like that in one third of the space.” and then the clients go, “Yeah. So I learnt it, I practiced it, I made mistakes and I fixed it.” and now you have one and a half days. When you get more proficient at it, well, now you can go “Okay, we've got three days I've got more examples for you. I've got more activity for you.” and I don't feel any fear that our tea break is going for 45 minutes.
Leanne: Yeah. That's a black belt status for facilitators being that comfortable and confident to do that.
Sean: Right. Because you also have to know like when we went to Brussels for instance. The stuff that you guys covered in the first day, they hadn't covered in the first day but they were a much larger group and it seems like, “Oh damn, I haven't covered. I'm going to get into trouble.” And you have to be I think as a facilitator, you have to be comfortable in your own skin. So you have to be comfortable that you're going to goof up 50 to 60 percent of your early days before you start getting to do the comfort level. But breaking it up is always a good way because once you're confident then you don't have to overcompensate and you don't have to be “I'm the boss here and you're just minions.”
Leanne: Yeah, that's right and just “Respect me because I'm the one that's standing up in front of the room.” It's actually the respects coming from what you're giving them in terms of the skill and your authority.
Sean: The best way to do that is to get them to tell you what you've already told them and if they can do that, well, now you've given them slides.
Leanne: Yeah. That's an excellent point to finish on. Sean, thank you so much for your time and I know that you're known as “the online marketing” kind of Guru. We've spoken about a topic though that I think you're going to grow through in terms of bringing out your book and you're going to be another expert on talent as well. So you've got three hats. Yeah, I talked about your Singapore workshop in a previous podcast and told everyone I'd bring you one so I'm sure they're all looking forward to this. Where can people find you if they want to sort of follow up and see what else that you do?
Sean: Well, we're at PsychoTactics, I don't know if you can spell it but Google can so look up PsychoTactics and that PsychoTactics outcome, that's where we are.
Leanne: Fantastic. Thank you so much, Sean. It’s been great having you on the show.
Sean: You're welcome.
Episode 20: Turn up early and read the room with Tyson Young
Tyson is the CEO and Co-Founder of Carisma, a digital application that allows your mechanic to provide you with your cars visual service history. In this episode, we talk about using humour in your deliver, adapting to your audience and using different tools and strategies to be a better facilitator. Tyson provides practical tips on calming those nerves before a big presentation and also shares a neat challenge he's been pursuing for the last 400+ days!
Tyson is the CEO and Co-Founder of Carisma, a digital application that allows your mechanic to provide you with your cars visual service history. In this episode, we talk about using humour in your deliver, adapting to your audience and using different tools and strategies to be a better facilitator. Tyson provides practical tips on calming those nerves before a big presentation and also shares a neat challenge he's been pursuing for the last 400+ days!
What you'll learn in this episode:
What Tyson learned from his first pitch
Things you should avoid right before a presentation
Why it’s important to read and understand your audience prior talking to them
Tools and strategies Tyson uses
Why Tyson is mindful of time keeping and respecting people’s time
Advice for a first-time facilitator
Like this show? Please leave me a review here — even one sentence helps! Consider including your Twitter handle so I can thank you personally!
Reach out to Tyson on LinkedIn.
About our guest
Tyson is not only the CEO and Co-Founder of Carisma, he is an accomplished MC, speaker and facilitator who incorporates humour into his presentations and adapts his style by effectively reading his audience.
In his teens, Tyson joined the Army Reserve, he then graduated from the Queensland University of Technology, where he studied business and creative industries, advertising and communication design. Tyson claims that each opportunity leads to the next.
His start-up, Carisma is on a mission to become the leading authority in a new, transparent automotive industry. This application allows you to see exactly where your hard-earned dollars are going.
Resources mentioned in this episode:
Quotes of the episode:
"Turn up early and read the room, walk the stage, do whatever you can to feel comfortable in the environment. A big part of that for me is actually speaking with the audience".
"People have this misconception that if it's corporate, it's like, 'Oh, it has to be serious'. At the end of the day, people are still people. People still want to laugh and engage with you".
Episode transcript
View the First Time Facilitator transcript with Tyson Young.
Episode 19: Creating a learning atmosphere of “serious fun" with Dana the Trainer
In today's episode I talk to Dana the Trainer. Dana promises bright ideas and electric training, and likes to do things a little differently in her training environment. Her philosophy is really about ensuring that people learn the skills they need to learn, while having a really great time.
In today's episode I talk to Dana the Trainer. Dana promises bright ideas and electric training, and likes to do things a little differently in her training environment. Her philosophy is really about ensuring that people learn the skills they need to learn, while having a really great time.
In the show you’ll hear about how she prepares for her workshops and how she creates a fun training environment. Listen in to her response when I ask her to reflect on a time where things didn’t go so well in one of her workshops and what she learnt from that experience.
In this episode you’ll learn:
Ways to make facilitation more fun, colourful and engaging
How to balance or lift your energy levels when required
What to do when things don't go to plan (hint: prevention is better than cure)
How to create content for new workshops
Key skills that take you from being just a normal training facilitator to being a next level one
Facilitation tips for first-time facilitators
About our guest
Dana James-Edwards is a dynamic professional in Corporate Training, Coaching, & Development. She provides technical and professional training with colour and enthusiasm, creating a learning atmosphere of “serious fun.” She develops training that moves from the practical to the theoretical — translating to learners’ day-to-day lives, and making business processes more effective and productive to propel work environments that are healthy and motivating.
Resources mentioned in this episode:
Like this show?
Please leave me a review here — even one sentence helps! Consider including your Twitter handle so I can thank you personally.
Click here to let Leanne know about your number one takeaway from this episode!
Click here to tweet your thanks to Dana.
Quotes of the show:
"There are so many things that you can do to bring learning, to bring a classroom alive to make things not so painful for people".
Even when you know the content and you're familiar with it, you’re still thinking, 'Who's going to be there tomorrow?', 'What if this exercise doesn't work?', 'What do I have as a backup for this?', 'Did I pack this thing?'
'You cannot be rigid, sticking to your lesson plan. The classroom is a place of surprise. The best facilitators pull the learning out of what is happening in the room, instead of sticking to the script'.
Episode transcript
View the First Time Facilitator episode transcript with Dana the Trainer.
Episode 18: Help! Suggestions needed for facilitating a two hour workshop. Listener Q&A
In today’s episode I respond to a listener’s question - I do these listener Q&A’s from time to time, to give you some practical insight into how I facilitate and approach situations.
In today’s episode I respond to a listener’s question - I do these listener Q&A’s from time to time, to give you some practical insight into how I facilitate and approach situations.
Today’s question is from Joanne Alilovic from 3D HR Legal.
Like me, Jo likes to do things a little bit differently.
In her business she takes her legal knowledge, combines that with her HR skills to help create tailored polices and procedures for individual businesses.
Her question is:
I have a client who wants to throw out their existing human resources manual and start fresh. We are thinking of creating documents such as a Code of Conduct, a performance management policy, complaints procedure etc.
In order to create something that is truly reflective of the workplace and the people who work in it, we decided it would be good to get the staff involved.
So we have scheduled a 2 hour facilitation session to discuss the types of policies and procedures they need, and the content for them.
Do you have any suggestions on how to run this session?
Do you have a question you'd like me to answer on the show?
If you have a question you’d like to send through, either tweet it to me @leannehughes or send me an email – hello@firsttimefacilitator.com.
Resources mentioned on the show
Like this show?
Please leave me a review here — even one sentence helps! Consider including your Twitter handle so I can thank you personally.
Click here to let Leanne know about your number one takeaway from this episode!
Episode transcript
Episode transcript (Episode 18)
This is the show transcript for Episode 18 of the First Time Facilitator podcast.
Leanne: Hi everyone and THANK YOU for choosing to listen to Episode 18 of the First Time Facilitator podcast.
It’s really hard to believe that for the last 18 weeks, I’ve delivered an episode to you every Monday at 4 o’clock in the afternoon, Brisbane time.
The last time I was dedicated to anything like this was probably back in 2015 when I ran the Gold Coast Marathon. I really enjoyed having that daily discipline of waking up, lacing up the shoes and heading out the door. I liked it as I’m not typically a very disciplined type of person.
Through this, I discovered a few things that help me honour my commitments. It’s really about using the motivation to then build a habit. It’s also about having a really important vision of your end goal - so in the case of a marathon, if I didn’t get out of bed and run, then I wouldn’t make it to the 42km Finish Line. Most important is that
I also had a coach who I’d email every week with my times, and he’d respond with feedback and set my plan for the week.
Accountability for me, is key. And I guess for this podcast, I feel accountable to all of you who are listening in, sharing this podcast with colleagues and friends, tweeting me and emailing… thank you so much for helping me stay consistent and honour this weekly commitment.
Today’s episode is my second solo one and again I’m responding in to a listener question. I’ll do these listener Q&A’s from time to time, to give you some practical insight into how I facilitate and approach situations.
If you have a question you’d like to send through, either tweet it to me @leannehughes or send me an email – hello@firsttimefacilitator.com.
I’d like to thank my friend Joanne Alilovic from 3D HR Legal in Western Australia for her question. Jo and I met at a conference called ‘We Are Podcast’ in Brisbane last November.
Neither of us had a podcast back then, and we both launched our podcasts in March this year. Jo’s podcast is called The Juggle and is all about how you can balance your career and work commitments. For anyone out there who thinks their constantly juggling their priorities, I recommend listening in to her show. I’ll link to it in the show notes for this episode at firsttimefacilitator.com/episode17.
Anyway, like me, Jo likes to do things a little bit differently. She’s a lawyer. In her business she takes her legal knowledge, combines that with her HR skills to help create tailored polices and procedures for individual businesses.
Jo wrote in with the following question:
‘I have a client who wants to throw out their existing human resources manual and start fresh.
We are thinking of creating documents such as a Code of Conduct, a performance management policy, complaints procedure etc.
In order to create something that is truly reflective of the workplace and the people who work in it, we decided it would be good to get the staff involved.
So we have scheduled a 2 hour facilitation session to discuss the types of policies and procedures they need, and the content for them.
Do you have any suggestions on how to run this session?
Okay first thing first. I’m impressed that the company is getting their employees involved in the process. I know it seems obvious but sometimes organisations don’t recognise this and take the critical step of engaging with their people.
So, a big high five to your client, and a big high five to you too, Jo.
I do have some suggestions I can share with you. Let’s start with preparation.
Way back in Episode 7, my guest Sue Johnstone and I spoke about preparation and how it’s critical. One of the things she drives the most is being very clear on your workshop outcomes.
As part of your prep work, I would suggest working with your client to agree on what those outcomes are. They could include things like, ‘‘Agreeing on the 5 most urgent and important HR policies to deliver’, or ‘Creating sub-groups to tackle each policy’ or ‘Generating enthusiasm for agreed actions and next steps’.
Notice that each of these outcome starts with a verb. An action word. This gives you clarity on what the outcome looks like. Avoid starting the outcome with a word like ‘Understanding’. That’s something I learnt in my first job out of university, working as an Instructional Designer.
Now for the purposes of this podcast. I’m going to assume that the outcomes I just listed are the outcomes the client wants too (I really have no idea, but to keep this going, let’s lock those ones in).
Oh and let’s pause this for a second. If you’re listening in and also have tips for Jo on your approach, please sing out and get in touch!
Let’s talk about your participants. I I like to find out as much as I can about the people in the room. Who are they? Do they all get along? What’s their motivation for being involved (or have they been nominated)? Has anyone developed policies before? Etc.
I believe there are facilitators out there who would prefer not to know this information and arrive without pre-conceived bias, but I guess at this stage of my career in facilitation, I like to know as much as I can. If I can anticipate that there will be tension with some people in the room, that’s helpful.
When considering your participants, try to put yourself in their shoes. They can barely keep up with the hundreds of emails in their inbox and now, on top of all of their other regular meetings, they’ve been asked to attend this two hour policy session.
Jo you’re going to be working with people that are busy, some may not even know why they’re in the room and you need to extract some information from their heads PLUS get them excited about this project… oh and then leave them with action items afterwards. I mean, this isn’t Mission Impossible… but it’s not far from it!
You’ve been given two hours to work with, which isn’t a lot of time. Your outcome is to find out what HR policies and procedures they require, and what information they want in those policies, and you also want to leave with enthusiasm and action items too.
So, prior to the workshop I would create a quick definitions sheet of key HR policies and procedures that are common in most organistions. The definitions sheet would have things like:
‘A performance management policy is dot dot dot…companies use it to…dot dot dot.
Now the reason I’m suggesting this is that it’s easier for you to look at a comprehensive list of policies and procedures and eliminate the ones you don’t need; rather than looking at a blank page and starting from scratch. You’ve also set the definitions so you won’t be getting arguments over policy definitions.
Ideally, you could email this information through to the participants prior to your workshop.
Now, let’s talk about delivery
I suggest you share the following information with your group upfront. Stealing a phrase from my favourite thought leader, Simon Sinek, start with why.
Share the context: And share it by stating problem and solutions. For example,
Yes it is painful working on these policies from scratch in the short-term but in future it will save more time because you won’t have managers tapping on your door every day, asking how what the process is to onboard a new employee.
Share WHY you’ve been asked to facilitate this workshop. Jo, you can rely on your credibility and experience here… you’re in the business of overhauling HR policies…you are the guru.
Share the outcomes you want to drive in the two hour workshop and why it’s critical.
- not only in that two hour session; Check in - do they agree?
I suggest you also include engagement activities early in the piece. This helps setup expectations that you’re not there to tell them what to do…
My guess is that the people in the room know each other already, so you won’t need to do any formal type of introductions.
If I was going to run some type of opener, I’d suggest keeping it simple, to get them in small groups of about 3 or 4 people and ask them to discuss in their groups a simple question like ‘Why do we have policies?’ or for more interesting answers (and laughs), you can reverse that question and ask ‘What would a company look like without policies?’
Debrief as a group. Instead of asking one group to share all their ideas, ask for one idea per group and continue to rotate around the group.
That way, when the last group is called onto speak, they have something to contribute and won’t just say ‘Oh yeah we agree with what the other groups have said’.
Okay, so now we’ve established why policies and procedures are important.
On an aside, given your time-frame, I think a Parking Lot is a good idea. Simply write Parking Lot on a piece of flip-chart paper and pop it to the side of the room. Explain that if they start talking about a subject that is off topic, or they can’t solve quickly that we park that conversation and explore it later on (if time) or outside of the workshop.
Now, remember that policy definition sheet I asked Jo to prepare? If it was given as pre-work, great, if not, then as part of the workshop I’d hand this out and ask them to individually review the policies listed.
I would then, ask them individually to circle the 5-6 (you can change the numbers, this is an example) Policy titles they believe are ‘non-negotiable’.
Following this, I’d ask them to place draw an asterisk against two policies that would be nice to have.
Meanwhile, you’ve written the name of each policy on individual post-it notes and put them up on the wall.
Ask them to walk up and vote on the policies they believe are most important. You can use stickers and allocate 7 per person, these stickers are their voting cards.
By doing this, you’ll notice trends. Either some policies receive the most votes and are clear majorities; or they could be scattered across various policies. Whatever the outcome of the voting, you have some good discussion points here.
Because we’re talking about priorities, you could even draw something like Stephen Covey’s priority quadrant matrix (important vs urgent) and then as a group, see if you can categorise each policy within the matrix - what’s most important and most urgent; what’s important but not urgent, etc.
This is when you enter the mode of facilitator and use your arsenal of open-ended questions to encourage discussion within the group.
You’ll notice those who aren’t contributing and entice them into the conversation. If there is someone who is contributing an awful lot and may be overbearing, you can say things like, ‘‘Hey John, I appreciate your input but I’d like to hear from some others in the room’.
Once you’ve categorised each policy, the next step would then be allocating 3-4 people to each policy or the policies with the most ‘votes’.
In these small groups, you can ask them to brainstorm:
What topics do we need to cover under the policy?
Does this policy link in with another policy?
Do we have all the information we have right now to develop the policy? Yes/No (If no, what other information do we need to find out?
Who else do we need to consult with?
I would encourage this sub-group to chat for about 30mins, and then each group to share their findings as a group; for feedback.
I would then reserve the last 20-30mins for action planning.
Again, come in with a project template which will create consistency across the groups. In this template, ask them to allocate roles within the team, action items and time-frames.
To wrap up, thank the group, emphasise the importance of the feedback, what you learnt, and how you will communicate with the team to ensure those policies are ready.
Okay that’s a really quick snippet but some ideas and activities to get you started, Jo.
What I also want to mention is that I love using design thinking to brainstorm and for innovation. I though about bringing in some design thinking concepts here, like reversing assumptions and question-storming, however I believe that’s more important in the next step - the step where the group then really starts questioning what each policy should have, and what it shouldn’t have. If you’ve never heard of these design thinking concepts, I’ll explain them in a future episode - they’re gold.
Episode 17: The 45 year group facilitation experiment (and how I'm still learning) with Bob Dick
Bob Dick is a change agent and facilitator who has been in the business 45 years. He believes that teachers don't teach, learners learn. In this episode we talk about the difference in process and content, the power of action learning, and how he helps his groups transfer learnings from a workshop, back into the real world.
Bob Dick is a change agent and facilitator who has been in the business 45 years. He believes that teachers don't teach, learners learn. In this episode we talk about the difference in process and content, the power of action learning, and how he helps his groups transfer learnings from a workshop, back into the real world.
Bob also shares his thoughts on how we can teach leaders the facilitation skills that are rapidly becoming a vital skill. The most inspiring part? After being in the game for 45 years he still experiments with his facilitation style and approaches.
What you'll learn in this episode
The difference between content and process and how you can effectively manage a group by looking at the process
How strategically arranging furniture can change your participants' perceptions of the learning environment
Why teachers don't teach, learners learn
Strategies to keep learning and improving as a facilitator
Why Bob doesn't use technology in his workshops
How to deal with conflict within a group
Dealing with your nerves before a workshop
The importance of vulnerability and authenticity
How to turn commitment into action once the workshop is over
About our guest
Bob Dick independent scholar, an educator, facilitator, coach, and change consultant. He has 45 years experience and started an Industrial Psychology for the Department of Labour. He helps people to change their work, learning and life.
Resources mentioned in this episode
Action Research and Action Learning for community and organisational change
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Show transcript
View the full podcast transcript from my conversation with Bob Dick.
Quote of the episode
Bob describes his safety net: "If the process isn’t working, I will drop the content and engage with the participants about why the process isn't working. I'll invite them to join me in figuring out what process will work better for all of us".
First Time Facilitator podcast transcript with Bob Dick (Episode 17)
Leanne: Our guest today has the longest CV I've ever seen and that's because he has over 45 years experience in helping to make the world a better place. He is an independent scholar, an educator, facilitator coach and change consultant. He uses concepts and processes from action lining, narrative and facilitation to help people, including himself, teams, organizations and communities to improve their work, learning and life. Welcome to the show, Bob Dick.
Bob: Thanks
Leanne: It's great to meet you. I want to hear a bit about yourself and how you wound up 45 years ago entering the field of training and facilitation.
Bob: It was all an accident really, I applied for a position in the department of labor and they invited me instead of that position to apply for the position of industrial psychologist. I hadn't applied for it because I didn't think I was qualified. In three years, I was expected to know everything about industrial democracy and employee participation. I did research in that area, including local case studies of interesting practices. I was expected to spend a couple of days a week reading in that area to be up to date and then the university borrowed me for six months to plug a gap and then that extended and became 21 years. I wanted to take what I had learnt from those three years in the department of labor into the classroom thinking that all I had to do was to invite my classes to have their say in what they wanted to be the syllabus and the processes and that was so different to their expectations that it just made them anxious.
We finished coming up with a collaborative design but it was fairly pedestrian and so I set out to experiment with how to engage people so that they would want to take on more self-management and I didn't think that it was facilitation. It was just trying to be a better educator but really that was the foundation of most of what I now think of today as facilitation.
Leanne: When you approached that group, in the beginning, you said that it was a very different approach, is that because they were used to being in workshops where they were spoken to and it wasn't really participative? Is that what they thought was different about your style?
Bob: This was a fairly traditional psychology programme in one of the sandstone universities and people were used to sitting in lecture theatres in rows where somebody at the front would lecture them often reading out the lectures from a set of notes. What I learnt to do eventually was I'd get into the room early, I'd ask for a room where the furniture was moveable, I'd stark the tables at the back of the room, I'd arrange the chairs in a circle as a way of saying, people when they came into the room, this isn't going to be a lecture you don't know yet what it is but it won't be a lecture.
Leanne: That's really fascinating. Who did you take the lead from in terms of the furniture design and making it a more welcoming environment because back then doesn't sound like it was a very common thing? Is it just some ideas that you came up with one night to make the environment better for learning?
Bob: It didn't happen overnight, it happened over the first two or three or four years that I was at Queen's Uni. In fact, I deliberately stayed away from the literature in adult education and experiential learning at first because I thought that if I found my own way, it would be a better fit for my own style and then I could use the literature to further refine what I was doing.
Leanne: That's really good and that's why I like talking to facilitators from all different backgrounds and industries. Everyone's got something that they do that's a little bit different that works for them but you might be able to resonate with some of our facilitators that think that is a cue that I can pick up and already that furniture design and the environment of the room is important. That leads me on to the question around your website you had a statement, I believe that the term teaching is a misnomer. I assume the teachers don't teach, learners learn. Teachers so-called create an environment in which learning is enabled and encouraged and rewarded. So, how do teachers create this environment?
Bob: That was really what I was experimenting within the first three or four years and every year since then, I keep on fiddling with what I am doing [LAUGHING] and looking for ways of making it more effective, and when things don't work I then change things until they do. But the main thrust of it all the time was that- that saying about teachers don't teach, learners learn, that was my own experience as a learner and it was those educators who did most to engage my curiosities that I learnt the most from and so I wanted to offer the same opportunity to others.
Leanne: I find it fascinating that after 45 years you are still refining what you do. How do you keep learning on the job and what keeps you excited about being in this industry still?
Bob: I would do it for fun if I wasn't doing it for a living. It's a great buzz and if I keep looking for ways of improving that keeps me engaged and in the moment. I notice more of what's going on and so while I am facilitating, I'll work out what I want to say to take the next step. I'll watch the expressions on peoples faces and ask, does it look as if they are taking this in an understanding, if not I can think to myself, well, that wasn't the right way to say that, let me have another go and rephrase it in different words and see if that works better.
Leanne: Yes. It's really is about constantly refining what you doing and then just seeing what the reaction is in the room. Given all the changes with technology as well, have you tried to implement some of that in your teaching method?
Bob: I haven't. I've deliberately tried not to use any technology, I don't use powerpoint.
Leanne: That's great I like that. I like hearing that.
Bob: In the early days I used fancy stuff like those soft koosh balls and things like that and did a lot of play time of activities and then the thought occurred to me, people don't have gear like this is their normal work setting and I'll probably get better learning transfer if I stick with stuff that's pedestrian and day to day for them and rely on the ideas and their engagement to create the excitement. Now I'm not recommending that this is really the way to go, I'm saying that suits my style and what I'm trying to achieve.
Leanne: I have been talking to a facilitator yesterday and I was pitching these innovation problems to some graduates and the questions were very rush there wasn't a lot of information and he said that was deliberate because in the workforce you're not given much time to do anything and you can't sometimes clarify what the question is, what the problem is you're solving. You just need to run with it and solve it in the best way that you can, so I think keeping it really really is important.
Okay. I was looking at one of your facilitator guides, your A- guides which was fantastic, really great resource and you talk about two things that's content and process. Can you explain the difference between the two things? What is content and then what is the process and why is that important for us as facilitators to know?
Bob: Usually, when we are involved in meetings for decision making or problem-solving or we're doing planning or we are in any kind of task-oriented discussion, we pay attention to what goals we want to achieve and what information is relevant to achieving those goals. How we interact, we run on automatic, we don't pay conscious attention to it at all. So, what then calls out fast brain handles all the complexity of the process and our slow brain- our analytical brain, focuses only on the task and the information that's directly relevant to it. As a friend of mine David Natale says, if you're chewing gum, gum is the content, chewing is the process.
Leanne: Oh, I like that. So how then do you get out of that autopilot of focusing on the content and then how do you think, right we need to work on our process because we are not really getting so far? Who does that who should take that initiative to change that focus?
Bob: I would guess that some of the facilitators that you've talked to have talked about the importance of facilitators staying out of the content and merely being a process guide because that seems to be the generally accepted belief and so it's as if the facilitator is responsible for the process because the participants aren't paying attention to it and the participants are left free to pay attention to the content but it seems to me that it's really hard to choose the best process if I'm not also tuned in to what the content is and I'm asking are people exchanging the information that's relevant to the decisions they're trying to make for instance. If not, how can I modify the process so that the relevant information is more likely to be exchanged? Or things like, they're probably not ready yet to move into decision making but they’re starting to talk about that. How can I use a process that will slow them down so that I make sure that all the relevant information is exchanged and understood before we try to do something with it? I need to pay attention to process and content too.
Leanne: Yes.
Bob: I think that whatever the facilitation style that a person has, there's some requirement to do that.
Leanne: Yes.
Bob: It's not something we do naturally. We tend to focus on one or the other. It's almost as if we have to keep switching quickly between them and remain curious about both so that we stay tuned into both.
Leanne: That can be exhausting, can't it? Because not only are you having to pay attention to the content, you're actively thinking ahead. Thinking where is this going? What strategies will I use now to intervene? It's a really tricky and fine line that whole intervention piece. What kind of things do you use when people mention an example they've moved into decision-making mode really quickly? What steps would you take to reel them back to say, hey we haven't really explored a lot of the solutions or identified what the problem really means?
Bob: If I can address that before the problem happens and that's even better, one of the things I invite people to do early on is I make the point that our task is to reach these outcomes or to achieve this purpose or goal. To do that we have to make some decisions about who will carry this out, who will do what by when. To make good decisions, we have to recall the correct information and we have to share that so that we all understand it because that body of information constitutes the building blocks out of which we construct the decisions.
The decisions then lead us into helping to choose who are the right people to carry those forward into action. I let them know ahead of time that we'll be structuring this in a number of phases. That also makes it easier to intervene because I can then say to them I think there's still some information to be exchanged, can we postpone the decisions until we've checked them? Because I would prefer that they don't leave responsibility for the process entirely to me.
Leanne: Yes.
Bob: I prefer to share that responsibility with them. Some preparation as well as being willing to intervene when it happens is a bit of combination than either one on its own.
Leanne: Yes, absolutely. Setting those ground rules sounds like it's very important. Have you ever been in really high-pressure situations where you need to drive an outcome and there's been a bit of conflict in the room and over that time, where a really important decision needs to be made and needs to be the right decision, have you been in any environment where that's occurred?
Bob: I mentioned earlier before we started recording some of the work I did in the mining industry and some of the- and particularly the really bright miners tend to be quite willing to be competitive about things. They could often be a pretty lonely group to work with. I've also worked with research scientist in CSIRO from time to time. That was where I met David Natale that I mentioned earlier and research scientists weren't satisfied until they had demonstrated to me and themselves that they were brighter than I was. Sometimes I had to feign being dumber than I am to keep them on site.
Leanne: You’re sacrificing a bit of your ego to drive a result.
Bob: I was lucky to be born with a fairly manageable ego.
Leanne: [laughs] Okay. Really diverse audiences. It's interesting that you have to shift your mindset as well and the way you behave in that room just so you can enable them to all work really well collaboratively too.
Bob: Yes. One of the tasks I've set myself over the years is broadening my repertoire so that I can more easily work in a wider range of situations and with a wider range of people. My preferred style is relatively unstructured. I plan in detail but then I don’t expect to follow the plan. I want to be responsive to what’s happening in the moment in the room but if there's a lot to do and time is short and particularly if there are a lot of participants, then that doesn't work and so I have to move to the other end of the continuum and structure things tightly and push things along a bit rather than work at a more natural pace.
Leanne: Yes, absolutely. Do you ever -- Now that you've done this for 45 years, do you ever get nervous anymore or were you ever nervous when you first started going into these workshops where you may not know the industry or the content? This is quite new to you because we've got some little first-time facilitators here that are slowly building up that confidence develops to present and talk in front of people and shift conversations along. How did you deal with the notes if you had them and are there any situations now we you'd walk into a workshop and think, "I don't know how this is going to go, the brief is pretty interesting”?
Bob: I aim for a balance between nervousness and confidence. That the nervousness helps to lift my arousal level and helps me be more present and paying more attention. There's an enormous difference in how much information I can take in when my arousal is fairly high and I have that in the back of my mind that I have my safety net. And that is that if the process isn’t working, I will drop the content and engage with the participants about why the process isn't working and invite them to join me in figuring out what process will work better for all of us.
Leanne: That is such a cool little trick that you can rely on.
Bob: And keeping that in the back of my mind means that if I feel my arousal getting too high, I can say to myself, "don't worry if it does blow up in my face we'll deal with that when it happens."
Leanne: [laughs] Wow. You've got to be pretty vulnerable to have that approach as well. I think a lot of people will expect that if I'm at their facilitating workshop, I need to be professional, I need to do all these things. But what you're saying is you can actually let down your guard and let other people into the conversation and say, "why isn't this process working? Let’s addressed this if it's an elephant in the room." Does it really need strategy?
Bob: The assumption I work on and I don't always manage to achieve it- but the assumption that I work on is that the more real I can be, the easier it will be for the other people in the room to be real and authentic. That means that things that might otherwise be censored become surfaceable. That means that the information exchanged and understood is more complete. That means the decisions are better and the actions are likely to be better and there's likely to be more ownership of them.
Leanne: Yes, fantastic. I want to talk about the action because I also read about this in your facilitation guide especially in my early experience. Much of my facilitation was of meetings, decision-making and problem-solving. Did it work? Often, I couldn't tell. The meetings were to decide what to do. Then doing happened later and more often than not I wasn’t there later. How do you control then what happens after you leave that workshop to ensure that they are continuing with those outcomes?
Bob: I've learned over the years to give more and more attention to what happens before the decision-making starts and what happens at the end before we leave the room. Time for meeting anything I can do to create more of a sense of community in the room so that people can afford to be a bit more authentic with each other. The greater the extent to which I can negotiate expectations with the people I'm working with so that they and I are on the same page and the greater the extent to which they're willing to share with me the responsibility for making this a success the easier everything becomes during the middle.
Then at the end, trying to achieve a state where people will be committed to acting on the decisions that they've made is crucial. The literature is a bit demoralizing there if you look at the literature on learning transfer for instance. The amount of learning transferred from most workshops is distressingly small. I now regard that as an essential piece of any meeting. It's about having the actions specific enough that people know what actions they've agreed to and getting a commitment from somebody in the room that they will themselves take the actions or if they have to get somebody else to do it, that they will monitor how that proceeds. I try to build commitment to the final stage of the meeting because if the decisions don't lead to actions, why did we just wasted their time having a meeting?
Leanne: Absolutely and we often find that you do a lot of work on trying to find the solutions and then it's only the last five minutes when everyone's exhausted, they're ready to go out the door because you meant to finish at five o'clock or whatever it is and it's a really rushed process. I think building it into and that commitment all three workshops is a really great idea.
Bob: I try to design processes that take less time than the time I'm given, so that I have a quarter of an hour, half an hour, a bit more of flow time to deal with the unexpected that is going to chew up some minutes on its own because I agree with you, being rushed at the end helps to kill the learning transfer or the carrying forward of the decisions into action.
Leanne: It really does. I'd like to talk about the concept you raised which is action learning. Can you tell us- you've got an example that you wrote on your CV, I loved reading that by the way, when you advise the Electoral commission in a developing nation to improve their electoral system. Can you explain first of all, what is action learning and then how you used it in that context.
Bob: There are two very different varieties that just happened to have somewhat similar origins and the same name. The British style, which developed is that a group of people from different organizations come together regularly or semi-regularly. One of them offers a problem or issue that she or he faces and the others then ask curiosity motivated questions to deepen the problem owners understanding. Then the problem owner goes back to her or his own organization and uses this deep and understanding to do a better job, that's the British style.
It tends to be unfacilitated - I would provide some early facilitation but then he would assume these are all senior responsible managers, they're capable of managing their own process. I think it was brave of him to make that assumption with some groups of people. When the Americans took it over, the usual pattern there except in tertiary education, where it's used for educational purposes is that it's a shared project. It's within an organization and a diverse team usually from within the organization is set up to take that project on and they work collaboratively together to resolve it. There's usually a facilitator often called a coach or a set advisor who really makes sure that people do what they're supposed to do, that keeps them on the process.
Leanne: Yes, you need that accountability buddy, that's right.
Bob: The process that I use is a bit of both. I usually work with a single project and in-house teams because that's what I'm asked to do. It can be a bit different in the university classroom or in Ph.D. supervision where I also use it but often, the aim is to help people expand their leadership skills by increasing their ability to facilitate because increasingly, leaders are being asked to facilitate that collaborative problem solving rather than telling people what the answer is. A bit like the shift from presentation to facilitation in training.
Leanne: Two very different skill sets.
Bob: If we learn to ride a bicycle by riding a bicycle, I don't think anyone ever learned to ride a bicycle by studying a book, then surely we learn facilitative leadership by practicing facilitative leadership. To do that it acts against that if I'm present all the time and guiding them very rigorously through a very set process. Instead, I facilitate the first meeting relationship building and being clear about the project in outcome terms so that they know what achievement will look like and negotiating expectations and negotiating process guidelines and making sure that they understand who the other stakeholders are that they can engage them.
Helping them to understand what they want to get out of it for themselves as well as for the organization so that they're motivated to hang in there and fine-tune it until it works the way they want it to. At the second meeting, one of them facilitates and I'm there as a supportive coach. By the third meeting, I'm there but I hope not to have to intervene so that at the end of the third meeting I can say, "You've just demonstrated to me that you're entirely capable of managing your own process. I'd be delighted to be invited back at any time but from this point on it's your show".
Leanne: How do they feel when you say that to them must be pretty happy with that.
Bob: Because one of them has facilitated the second meeting and been supported in doing that and because I insist that there's a process review at the end of that meeting and because the process review is then facilitated by somebody else within the group, that person is then likely to volunteer to facilitate the third meeting and the reviewer of that can then volunteer to facilitate the fourth meeting. They're invited into it so that at any stage the step they're being asked to take they know is within their capacity.
Leanne: Yes. It's not a huge leap at all. Especially the whole co-facilitating model is actually really useful and that's how I started in facilitation was, it's always nice having someone that you can lean on. It's a bit more professional then you learn from them and then when you're on your own it's okay because it's not that set from sitting in a room to then leading but stepping in the room to co-facilitating to leading is much easier. It's a great idea. In your observation what are the good skills that a facilitator really needs? If you're to pick say your top two or three which I know is difficult, what do you think those skills are?
Bob: Some of them are conceptual. I'm reluctant to offer advice to other people because in terms of my own preferences and personality, I'm surprised that I finished up as a change agent and facilitator. I can say with some honesty that I'm one of the most introverted people that I know and I'm much more intellectual in my approach to facilitation than a lot of really good facilitators are. What works for me doesn't necessarily work for others. I can talk about what I found most useful for myself.
Leanne: I think that'd be great particularly as we do have quite a few introverts that listen in, again to get that confidence. We want to dismiss the myth that every facilitator needs to be this extrovert that's really confident. That's absolutely not true at all as we can see from your success. I'd love for you to share the skills that you brought to the role.
Bob: There is one conceptual skill which is probably common across all or almost all facilitation and that's to understand the distinction between process and content. For example, the usual ground rule about facilitators not intervening in the content is useful because when a facilitator does that, the danger is that the participants think that the facilitator has an agenda and that can contaminate the process.
Knowing where that boundary between process and content is, is a useful skill for anyone who does facilitation. Then there are times when you need to intervene in content and somehow rather that has to be done so it doesn't contaminate the process. For instance, if I'm holding a marker I would deliberately put it down and I would move to a different part of the room.
Leanne: You actually physically change where you are?
Bob: Move away from the whiteboard and/or the front of the room and say, "I'm now going to speak to you as Bob Dick citizen and it's entirely up to you whether you pay any attention or not to what I'm going to say". It seems to me that that decision that you were about to make has some dangers that I don't think you may realize and I would invite you to reconsider that. Then I move back to the front of the room and take up the marker pen and stand by the whiteboard and say something like, "Okay, what do you want to do now?"
Leanne: Just that tiny shift of moving your physical location and is it just more of a status thing and saying, I'm actually out of the role of facilitator now. Is that what it does subconsciously to your audience and participants?
Bob: That's the intention that people denote authority to facilitators to look after the process. That's why they ask a facilitator in. If I intervene in content from the front of the room in my facilitator persona, then the danger is that they will pay attention to that because I've said it. The danger is what I mentioned before that they may think I have some agenda about a particular outcome. At the end of a facilitation session, the ideal for me is they don't know what views I had about the content or even better is that they think I'm on their side whether I'm or not.
Leanne: Have you ever had a client approach you just on that and asked you to drive a specific outcome? What would your response be if that was the case?
Bob: I say, "I don't think I'm the person for this. Would you like me to suggest some other people who might be able to do what you want?"
Leanne: Absolutely, great. Let's say you're talking to Bob 45 five years ago, Bob just stepped up as a facilitator, what advice would you give to your younger self?
Bob: Whatever happens, you're going to survive it.
Leanne: That's brilliant.
Bob: That means you can afford to experiment if things aren't working. If the process isn't working, it's pointless to continue with it. Drop the content, fix the process, then when the process is fixed you can return to the content.
Leanne: That's really good advice. I think this whole content and process, not philosophy but the way that you approach that as a mode of delivery is really useful. I've never really thought about that before. I know that I've been in meetings and frustrated with because you're not actually making progress but you continue ahead and talk about the content no one really stops that conversation and says, what we're doing here sitting in this room is not working maybe we need to go for a walk or maybe we need to rethink. Do we need more information, should we consult with someone else? I think that's really helpful. Bob, is there anything else that you'd like to add to any of our first time facilitators that are starting the journey?
Bob: Facilitation can be an enormous buzz and it seems to me that the way in which we structure our organizations and our teams and meetings and our social structures generally suit the world we moving from and often spectacularly unsuited to the world we're moving towards with much more ambiguous and complex environments and much faster rates of change and solutions that don't stay appropriate for as long as they used to. The more of us that can be competent in both content and process, the better placed we are to help the world survive some of the trauma that's headed towards us down the road.
Leanne: Yes. It's a very volatile environment we're heading into and I think the today's of going into a meeting with a set agenda and 10 minutes on this topic, it's no longer relevant. I think your strategy of being prepared but also being flexible and open to where the discussion could lead is such a crucial step for any facilitator. Finally, Bob, you're also running workshops for facilitators, where can people find more information about you and those workshops?
Bob: I have quite a large website, some of it about facilitation, most of it about action research really, which is the mindset that I carry around with me in most of what I do. The URL for the website is www.aral.com.au. The A-R-A-L is short for action research and action learning.
Leanne: I was wondering what that stood for.
Bob: There is a load of material there. If after that URL you finish with a slash, it will automatically give you an index to the main versions of the site. One of the links that come up on the index page will be workshops and that will take people through to a description of my program for the year and some of the other workshops that I've offered in the past or plan to operate in future years or offer in-house.
Leanne: Fantastic. We will link to your website and those workshop details on our show notes for this episode. Bob, thank you so much. It's been great meeting you and talking and you've really broadened my perspective on facilitation in terms of splitting up into content, process and keeping focused on what's actually happening and what we need to fix in that situation. I've learned a lot from you and I'm sure our listeners have as well as. Thank you for taking the time out for our conversation.
Bob: My pleasure.
Episode 16: How to strengthen your facilitation by connecting, teaching and landing with Adam Mustoe
In this episode, we hear from Adam Mustoe – a Gallup certified Strengths Coach and second-generation pastor. He uses an assessment tool called CliftonStrengths to help people find the intersection of their unique talents and rewarding work.
In this episode, we hear from Adam Mustoe – a Gallup certified Strengths Coach and second-generation pastor. He uses an assessment tool called CliftonStrengths to help people find the intersection of their unique talents and rewarding work.
The CliftonStrengths assessment is based on 40 years of research by the Gallup corporation where it reveals 34 potential strengths- our natural ways of thinking, feeling, and behaving.
Adam shares his story on how he found his strengths in 2009, how it changed his life, and how he is changing the lives of others – one workshop at a time.
In this episode you’ll learn:
How to bring out the element of “surprise” in your workshop delivery
How Adam developed his storytelling skills
Story of how he found his “Strengths” in 2009 and how this changed his life
His experience on some challenging workshops he facilitated and some practical advice for first time facilitators
The 50 mile rule and how, as a facilitator, you can use this to your advantage
What prompted Adam to get the Clifton Strengths accreditation
Adam shares his top 5 strengths and how it helped him in his career
How to use your strengths outside of the corporate world.
Resources mentioned:
Connect with Adam
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First Time Facilitator podcast transcript with Adam Mustoe (Episode 16)
Leanne: Our guest today is on a mission to guide people to the place where they are gifted and called. He uses that assessment tool called Clifton strengths to help people find the intersection of their unique talents and rewarding work. He first discovered his strength in 2009 and it changed his life. He holds masters of divinity degree and is a Gallup certified strength coach. Welcome to the show, all the way from Kansas City Missouri. Adam Mustoe.
Adam Mustoe: Leanne, thank you so much, happy to be with you.
Leanne: It's great to have you on the show. Now, Adam, that's a very bold statement about finding your strength in 2009, changed your life. Can you tell us that story?
Adam: Sure. I was on staff at a church and we took the-- at the time it was called strength finder. There is a book called strength finder 2.0, and I was in my early 20s starting off being an employee for the first time, really being an adult for the first time and a lot of stuff was falling through the cracks. I kept thinking, ‘Oh, my gosh. I have such a long way to go.’ What Clifton Strengths helped me do was start with what's right, like take a look as opposed to the things I knew I was terrible at. It reminded me of the unique talents I do bring. Just starting from that place really changed everything for me.
I found out for instance that I have really low discipline, but I have really high strategy, and so I came up with a system or a strategy to be disciplined, in order to cover my gap. A lot of that just really changed how I operated as an employee, and just went from there. I had a huge impact on my life. Again that idea that, let's start with what's right and find people to partner with on maybe the places where I do have some gaps.
Leanne: Did you feel like you were kind of floundering around before you found the strength tool, and now you like, ah that all makes sense, now I can approach things more systematically, or I can build up my weaknesses somehow by complementing them with optimizing by strengths of yours.
Adam: Absolutely that's a great word is optimizing. Yes, what it did was it gave me a vocabulary for some things I already knew to be true, but could never really name. It made me be like, oh wait I'm not weird or I am weird in my own unique way, and so let me work with what I got as opposed to trying to work really hard to be not so bad at some things. I knew and everyone else knew that I just wasn't going to be good at.
It made it safe to admit those things and just to concentrate on the unique gifts you bring because that's going to be your greatest potential for growth. Is getting even better at the things you're already great at, and focusing there as opposed to trying really hard to be at best mediocre.
Leanne: That's absolutely why I love the tool as well, and I know found it probably about a year and a half ago when I was reading a book, it was called pivot by Jenny Blake, she used to run the coaching program over at Google. We thought of using it now organization as well. I think it takes a lot of people some time to think about it-- because a lot of times with development we focus on boosting those weaknesses. You said optimization is the key.
Adam: In the sense that we pretend those don't exist, by the way. That we don't have weaknesses, this is not where we start. Do you mind telling me the top five? Can I put you on the spot?
Leanne: Sure, we actually shared two of the top five.
Adam: I like it, tell me.
Leanne: My number one is ideation, maximizer, futuristic, activator, and positivity. So we share positivity and activator.
Adam: Very good, that's great. I love it you speak the language too.
Leanne: Am I normal?
Adam: You're totally normal.
Leanne: I love-- I think it's one in – you got one in 33 million chance of having the same combination of strengths with anyone else in the world.
Adam: That's right. There's a one in 278 thousand chance of meeting someone with the same top five in a different order. Last month I was working with a team from Detroit, and one of the guys was a strength squad of mine.
Leanne: No way.
Adam: Yes, we took a picture and I came home it was like Christmas day or something. It was it was a lot of fun. That's right.
Leanne: That's interesting, so you did the tool and you loved the tool. What actually prompted you to then get accreditation in it?
Adam: Sure. I was on staff at a church. I'm a pastor, that's what I do for my actual job. I had had a project in grad school to put together some type of development event. I thought okay, I have some interns I work with, and some senior is in high school and college-age people, and thought well, most people I know love learning about themselves. How can we leverage that and help people discover their gifts especially at that really opportune time, when in that kind of young adult range. We just had a blast and said, okay, there may be something to this.
We put together a class from my church and out of 600 people like 20% of them signed up for the class, and we thought, okay there's something here. Did that and then I came over to Kansas City? I used to live in St. Louis and offered it here and had a great response here. So, I put together some things like I guess one tip I would say to anybody wanted to get started, is if you're willing to work for free. Most people will open the door for you. I let some workshops for some teams in Kansas City, some people I trusted and I knew they would tell me if it was bad and went from there.
So, my goal is to use strength's to get to get beyond the walls of my church. So often the model for church is, hey you should come to us, or you need to come be like us. I just wanted to break out from the mindset of the church being like a fortress, and go into my community and bring them something of value that I thought really made a difference to me, whether or not they show up to my church or not. I've worked with my wife’s school and some other companies here in Kansas City. I wanted to get accredited so that I wasn't just the guy who likes this a lot, but rather the expertise you get and the commitment that it shows really was important to me to have that legitimacy. That's why I decided to go. And I'm so glad I did. It was amazing.
Leanne: Yes that’s how we sort of actually met. Was through there is a strength scallop community on Facebook. I love it; Were your positivity and activated strength, plus communication I think within a minute to posting you were straight on there. Messaging saying, hey I'm really came for this.
Adam: That’s right I said, ‘Hey, holla at me,’ I think was what I said. Am glad you did.
Leanne: I did. Let's talk about your top five. Ben how have they helped you and your career? Because as a pastor, you're up the front. You're actually leading sermons and you're leading groups all the time. Plus it this day brief as well. You've actually day brief for over 1,200, that's incredible. How are your top five strength? Firstly, what are they and how have they helped you in a public facing role?
Adam: Sure. My first one is strategic, and that means when I go to the grocery store I make my list in order of the different sections that I will encounter. First is produce, then meat, then cereal or whatever. My second one is positivity; I tend to be quick with praise. I was going to compliment your website but I didn't have the chance to do so. My wife we joke that that's not something she shares. When I ask her, hey how is such and such? Her default is, fine. But with positivity-- if you asked me how something went. My default is, it was good. Yes, it was good.
My third is communication, so I'm watching the clock to make sure I don't take up this entire time with just me blabbing. I love turning things into stories. I think that makes things memorable. Communication is also about trying to make information survive. How can I get things down to the absolute essential thing that needs to be communicated, and it makes me happy to make those type of things and memorable. My fourth one is activator. Activators can often be impatient, they like to get things going. I'm the guy at my office that thinks we have too many meetings. Everyone's very well aware of that. I'm a guy who's always like, all right, what are we going to do about this? Every sermon I give, oh gosh I hope there's an action step at the end, or also it is just a nice talk.
Then finally my last one is called woo. That stands for winning others over. Probably the most fun strength to say. That means I really don't go through life-- there's no strangers, they're just friends I haven't met yet. It's like I was excited to meet you and learn about you. My family will get annoyed because I will talk to the person at the grocery checkout or the waitress like 10 minutes after everyone's ready to leave. Those are my top five, and it's been really helpful to see how those kind of pair up and complement the staff of the people around me.
Just knowing those things about myself, like for instance, if I have a new initiative or a new project, I need to sit down and do some strategy time and to give myself ample time to think through the different options and to select the best path forward. Knowing that about myself is helpful, because I'm often reminded that not everybody is. I tend to have a bias for action which can make me helpful, but sometimes you need other folks to kind of pump the brakes so you don't fire away on maybe the wrong thing.
Leanne: Yes, that's probably something that I do and I can very much relate to your call about meetings. I do my best to try and get out of them or just try what's the outcome here, can drive it any other way rather than sitting down for an hour or so. I love your comment about Woo - a colleague of mine has Woo in her top five and she always says about these conversations she has with strangers on the train. It works for her and I always can’t think of anything worse. I love people but I'm not very good at, just talking to that stranger on the train.
Adam: If you stood by me on a plane you better look out.
Leanne: [laughs] The other thing about positivity, it was obviously now interactions because both of us just dropped a lot of exclamation marks. I know I have to - I have to hone it back when I know the people don't share the same positivity strength. You talked about your wife as well and her response to how's your day. Strengths we talk about it, some talk about it in organization context, but can use it outside of work in things like your relationships with people. Is it helpful then?
Adam: Yes. The applications are outstanding. In fact, last month, my [unintelligible 00:11:13] Sarah and my wife helps me. We call it, strengthening your marriage workshop and It was amazing. What we did was we actually got our-- you can pay extra money to find out all 34 of years, so we compared ours together and four of my top five are in her bottom five. It's just about pretty close to vice versa.
It was encouraging because it's not that we're not compatible, I like to think it was just being complimentary and that's what draws us to each other. She's different than me and I'm different than her and our gap would say that those differences are advantages they're not things that you should feel bad about that's what makes your relationship what it is.
You know that and complement each other. You have the applications for strengths are so wide so wide from the corporate world to the religious realm to like you said talking about in the context of a marriage. I use it with people that I'm going to do their wedding so they'll come in and for some kind of pre-marital counseling stuff and we'll just have absolute blast talking about strength, because they've known these things about each other but never had a name for it. All I do is facilitate, set the table and then just watch the light bulbs go off and it's so fun.
Leanne: That would be so much fun. My husband and I don't share any of the top five. I have futuristic and he has context.
[crosstalk]
Adam: Oh, thats good. It's not paradoxical. Actually, there was a guy at that event that had both of them. He had both futuristic and context in this top five so we enjoyed him that he was omnipotent. That he was all-seeing.
Leanne: Have you talked about these activities each day with married couples or that workshop you ran last week. Do you have like a template for what is the right session with the clock for tame context when you are debriefing it, but you them contextualize or do you approach it quite differently depending on the group?
Adam: Sure. I would say there's rarely a time while I would just run the template back. One of the things Gallup taught at the certification was, you need to meet with the leadership to understand before the session to understand what their outcomes are. Does the activator appreciate it and you tailor it to what their needs are?
Maybe there's a lot of new stuff that has just come on board or maybe there's some shallowing between the different layers of the organization. You can do some things in your content to scratch, that different hitches that they may have in terms of when I do it for churches staff teams. I've got, I would call them modules. I've got five or six modules and say, "Okay, these are the options you can pick from."
One thing that's always vital and this is again from Gallup, is this threefold process called Name, Claim, and Aim. What are your strengths, what does Gallup even mean by these words? Some of your listeners will be like, "What are they talking about who you’re? What about context? Input for example but doesn't mean you love to give a lot of input, it means you like to receive, you're going to research a television for two weeks before you actually buy one.
That's not what it may look like it at first glance. They want you to understand how to define then you need to claim them and think how are these actually showing up in my life and then finally self-awareness and self-discovery is great, but what I'm actually going to do with them and how can aim them at the things expected of me as an employer, as a spouse or as a friend.
No matter what I do, especially in what I do for the most part which is come in the first time, those three elements name, aim and claim are always part of it whether its marriage or faith-based anything or in the corporate space. That always remains.
Leanne: Excellent. Like I said over 1,200 people that you've day briefed and I can still hear that you're very enthusiastic about the tool. Is that what keeps you motivated and keeps you going, because you love the tool so much and you love sharing it with people?
Adam: Honestly, people want to know that you're smoking what you're selling. For me, this will be my second drug metaphor here in two sentences but, when I turn people loose and they turn and talk to their partners in these workshops and you hear the harm of conversation and you start seeing the light bulbs go off. The end is like a drug. It's so fun to watch people think, ‘Oh my gosh. I knew about 15% of that or I knew a part of this can name it’ That's why and then they start filling in the blanks with their friends or they think like, "Okay, just yesterday my buddy here at church and our other buddy's to other pastors here, Gallup was running a special on finding all your 34 strengths. So we called it Strength Christmas. I've like whistle coupon platform and everything.
Brian, his literal last two strengths are the same as our other pastors top two. So we just laughed them like no wonder they cross the streams so much in meetings, but again that's part of what makes them unique and that makes our team here what it is and we love that. Just the strength in these conversations, whether it's around a workshop or here at home base, because I do a ton of stuff with our church here, it's like music to my ears. So that feeling is really what keeps you going.
My number six strength is belief and when I have a conviction about something that's what drives me to get it done.I'll drive across the state of Missouri and back in one day sometimes because it's the motivation of these people discovering this amazing thing that is helped me so much.
Leanne: I agree. That's why I want to encourage people out there that are listening that haven't yet had the confidence to step up in front of a room to listen in to some of the tips and tools at all that that the facilitator is sharing and then try to take that way, because it is an incredible feeling when you hit that white ball moment. You can't beat that.
Adam: Yes. I think as a facilitator you have this advantage, you can swoop in, do your deal and swoop out which for me means I can be just super authentic and super honest because of they don't like, I'm still cashing the check. I don't mean to sound crass. What I mean is a lot of times and your experiences as a pastor my old pastor used to call it the 50-mile rule.
If you bring in an expert from more than 50 miles away and they say the same thing you said you must have everyone's like, "Oh my gosh, that was so profound," just because they're this outside voice. So, being able to be privileged to be that outside voice to other folks is a big deal and for me especially in the corporate space, there's a big difference between people opting into a workshop like a class at church or being told by their boss, you will come to this workshop.
That's for me where the rule comes in because I know a lot of these people are sitting there, crossing their arms and rolling their eyes thinking, here's one more thing. You've got the element of surprise. If you really nail it and you bring the energy and sincerity, it can really make a difference to people and that to me is a lot of fun.
Leanne: I'd love to ask you, what kind of things do you do to bring in that element of surprise? You can share.
Adam: If you connect well and teach well but don't apply it well, then it's irrelevant.
If you connect well, your content is weak and then you apply it, then it ends up being shallow, because the actual content wasn’t really there, you didn’t have a firm foundation. If you teach great content and apply it really well but you never connect with the audience, it’s going to be boring and they're never going to give you a shot. I try to have those things in mind, "How can I connect with folks, how can I be authentic, how can I not take myself too seriously?"
I think people want to just experience a real person, so how can I connect with them usually through some self-effacing story or something. How can I deliver this content with energy and precision? Finally, what’s the value in actually doing something about this and how can we lead them with concrete mixed steps. All this three of those things are vital not all of us are great at all of them, so if you can at least be-- I don’t want to say mediocre. If you can be at least adequate in all of those areas, and really do one of them well, I think that’s what leads to success.
Leanne: Yes, fantastic, and I guess most people differentiate on if at least you got the baseline for all three. Some people I’ve sometimes differentiate on the content and that is the expert in that field.
Adam: Yes, and just blow people's minds.
Leanne: Yes, they are an entertainer but they can still hit the mark with content and the application, but they differentiate on their ability to bring the fun in to that. Yes, that’s interesting.
Adam: It makes them memorable in its own way.
Leanne: Yes, for sure. So your communications rank has been with you, were you a great storyteller when you were a kid? Is this some new skill that you've developed because you've become a pastor and leading teams and you've realized it’s an effective way of connecting with people?
Adam: Sure, that’s a great question, I’ve always loved good stories, and my dad was a great storyteller. I'm a second-generation pastor, so listening to him practice on Saturday nights and watching how a well-placed and well-delivered narrative can speak to people and touch people in a meaningful way. I saw light growing up. I out of college did a lot of youth ministry and what I loved about middle school and high school kids is, when you’re trying to talk to them. When you are facilitating or presenting, they let you know if it wasn’t going very well, because they would look at their phone. Their lights would be evident and it would be like, "Guys I can see your phones," and I think that was a great way to cut my teeth because instant feedback.
To me it was about, "Okay if I’ve got a limited amount of time with people’s attention, how can I really capitalize on the time that I do get, and how can I maximize the impact of the point of whatever we're gathered around." I was a shy kid but I moved around a little bit and I figured out, "Wait if I don’t make any friends myself I won’t have any," I think that’s partially where it came from, it’s just necessity.
Leanne: I love that you talk about the brutality of middle school kids and their phones, because you work with a lot of older audiences, their poker faces are good. Actually, we've got to be intuitive to find out are their eyes glazing over of are they just faking their interest, what’s going on.
Adam: Yes, that’s right, as adults we fake it in the name of being polite, I’d rather they give it to me straight. Play candy crush or whatever and I’ll know how I really seem.
Leanne: I also get it interesting that you observed your dad practicing his sermon on a Saturday night. That obviously provided the really great role model for you in terms of rehearsal being important. Is rehearsal an important element for you, or are you just so confident now that you can wing it?
Adam: That’s a good question. What I do is, any time I’m going to preach, I have a manuscript and I read it a bunch. Some of that is so I don’t make some off colored joke that sounds funny to me in the moment and then I realize after I said it, it’s not appropriate. That’s like gag rails for me, I probably should practice more if I’m being honest, I will say, I’m never not nervous. Not necessarily nervous when I’m doing it but Saturday night I sleep great all the time and that’s when I’m doing a sermon or a Strengths workshop. In the morning I always feel a little nauseous, have some stomach stuff going on, so my nerves occur more before the event than during the event, which I’m thankful for in an odd way.
I have a regime of I try and get everything done on Tuesday and then read over during the week and run through it on Sunday morning. Yes, I never want to do a Saturday night special, that’s what they call it in the business where you haven’t prepped, because people can tell and you’re not giving your best, which is what you owe them. It’s important to me to not do the Saturday night special and it’s important to me to do what Andrew Stanley who's our very influential pastor in Southern America, which is different than South America. The Southern portion of the United States of America, it’s all right, he says, "What I try to work for," is what he calls, "Internalizing the message," I think that’s applicable to what type of facilitator you are.
People know if you’re just reading stuff, it seems weird, but if you’re speaking from a place of sincerity and this content is coming from you not just being an expert, but from you believing it. That makes it compelling to people.
Leanne: Audiences can detect if the message is inauthentic but you can’t actually tell what’s different about it. Only that the heart was in it the second time as an example.
Adam: Yes, it’s just more of a feeling.
Leanne: You can’t actually put your finger on it; you can’t go all out because their voice was at this level. It’s more like "No I actually can tell I believed it was something that I heard that just triggered that response.
Adam: Yes, there is a conviction that speaks, even without seeing them just in the audio. If you ask me a question I have a wooden paragraph answer, the audience would be like, "What are we doing here?"
Leanne: That’s right. Now, tell us a bit about, so delivering a sermon is very different to running an interactive workshop. What do you think the skills are required for someone to be a good facilitator or a trainer in that group workshop environment?
Adam: I actually looked around your website and I was like, "Those were some of the things I was going to say." I think one of the best tips is to-- I think great facilitators ask great questions, in a Socratic way if I try and sound like I have a Master’s degree. Socrates would ask his pupils questions until they arrived at the answers themselves. As a Strengths Finder, Clifton Strengths Finder facilitator my job isn’t just to tell them information, it’s to help lead them to their own self-discoveries, and you do that through great questions. That’s one thing I would say, is ask great questions.
The second thing I would say is get them talking within the first few minutes in under five minutes for sure, even under two or three. That sets the pace for the rest of the session, “This person isn’t here to give us the big information down, they want us to interact and have some conversation around these ideas." I think that really sets the tone and it changes the environment when people understand, "Okay this is participatory and not just audible.
Leanne: Yes, and they're so grateful, the audience is so grateful like, "Thank you for making it interactive."
Adam: Yes, not just another-- in church we call that sit and get, not just a sit and get. The other thing is-- I have discovered people are really willing to turn and talk to each other in a group of two or three. After that’s over if you ask for feedback or some type of answer or call out to the general group, oh, its crickets. Sometimes if I hear somebody overhear something like a great nugget, I will go to the individual and say, "Hey would you mind sharing that with the group?" I've stopped doing the, "Hey, who wants to share a great thing they said," because if you’re in a group of even as few as 10 people, it takes on a different dynamic, from when it’s just you and a partner to the whole group.
I guess that’s what I would say is, getting them talking quick, ask great questions, and don’t necessarily surprise people by asking to talk in front of the whole group. You may not mind that as the facilitator, but it turns out a lot of people do.
Leanne: Yes, so you hover around, wait for something good and then target them, that’s fantastic. I get the same thing, I’ve actually gone the group approach and you’re lucky when there is one or two extroverts in the room, they are usually the ones answering every question anyway. It would be good to go, "Hey," and then give them the time to think about it, so they have time to prepare their response when they do end up sharing it.
Adam: That’s right, most people don’t mind if they know what to expect, people don’t like being caught off guard. That’s another sharing space thing is I assume everyone is like me and has no problem; I can’t wait for someone to ask me my opinion of something. Not everybody is like that, that's been a good discovery, I’m glad to hear you’ve had the same experience.
Leanne: Yes, absolutely. I'm interested in hearing, have you had any situations when running strengths that have not gone the way that you planned. Maybe someone says, "This aren’t my strengths, I don’t agree," or there's been a conflict in the room or something’s derailed your workshop. Has anything like that happened in your experiences?
Adam: Sure. The first thing that I thought of when you were talking about that is, some of my stuff has been technical. Like the HDMI cable wasn't present, or they told me to bring X adapter and I did, but it was really something else. Slides aren't a big deal. You can certainly survive without then but, sometimes I think that visual aspect is important. It helps people understand, "Oh, I should write this down, it's on the slide." Not having those kind of threw me off a little bit once. But it wasn't anything that irrecoverable.
One of the first things I do in my workshops is what someone coined, "uncovering resistance". I actually try and ask--That's the first thing I ask is, "What questions do you all have?", or I invite their questions and even skepticism to some degree. I always begin my workshop establishing the sociological research about strengths, and I try and head off some of those things that they pass. I talk about, "Sometimes you may not feel like this on you, that's alright." I have a little deal I go through where I check the boxes on four or five different objections people might have. So, I try and take a proactive approach. Probably my biggest bomb, this is something I use in my workshops is, "It wasn't a workshop facilitation, it was a public workshop service."
My first year in Kansas City we had big outdoor Christmas service at one of our shopping centers, it’s like this outdoor mall, where there's a big Christmas tree and very scenic, and all of that. There was like 200 something folks there. As it was starting, our music leader was playing some Christmas songs and her guitar wasn't on. I was like, "Oh, man. What happened?" Well, her cord had fell out. So later on as a part of the gathering I'm going to talk for about 10 minutes, and as I go out to pick up her guitar plug, I bend down and rip my pants.
[laughter]
Like split them wide open, and it's like, "Oh my gosh. This is the stuff nightmares are made of." You know what I mean? In December, in Kansas City, Missouri, it is not like real warm. So the cold breeze was a blow I’m like. I just had to gut it out. I just-- For the rest of the time I just waddled around like a father penguin, trying not to let anybody know that, "Here's this guy with his pants that have ripped." That was terrible. That was my one gory story of having to power through, yes. Yikes.
Leanne: Yikes, yes. I like-- We could all-- I could probably relate to the technology one. That always hurts, when you can't project those slides up, even though you don't rely on them, but it's just like you said, something extra for-- That stimulation for your audience. I can relate to situations where in the workshop things haven't worked out so well, and-- But not the pants one, that hasn't happened to me yet.
Adam: Well, okay-.
Leanne: Hopefully never.
Adam: Knock on wood, my friend. That's right. That's right.
Leanne: Now, what's some practical advice that you could offer to our listeners, those who are first-time facilitators?
Adam: I would say-- Again, people can tell when you're being yourself or not. Whatever it is that makes you authentically you, again going back to those three areas of teaching, connecting and applying, just do--- Use your strengths. Do your workshop in a way that's natural to you. Don't try and be like, Leanne, or whoever you've seen on TED, or whatever, because people can tell if you're trying to play a part. I would say, "Be yourself, and don't take yourself too seriously." People will find it energizing and compelling and maybe even fun, when they can tell that you're energized and compelled by the subject matter. You can have a little fun. That doesn't mean you've got to stand up and tell stories about ripping your pants or whatever.
However it is, you can make it evident to people, "Hey, I didn't ride in here on my high horse." I think that's really, really good. Again, I would say, get them talking early. Early, and often.
Leanne: I love that, yes. Early and often is a great note to end on. Now Adam, I've loved talking to you, and I can very much see clearly your top five strengths in everything that you've just mentioned. Just in the way that you present and talk about things, and how you actually make that extra effort to make sure that your audience are connected. It looks like you got to spend a lot of time figuring out your own strategies, that works for you. Thanks for sharing that with our audience. Where can people find you?
Adam: Sure. You can find my strengths consulting website at www.findyourwaypoint.com. I'm on Twitter and my handle is my last name, which is just @mustoe, M-U-S-T-O-E.
Leanne: Fantastic. We will link to all of Adam's Twitter account and his website on our show notes, as well as the Clifton Strengths assessment tool. Because I-- If you haven't done it yet, you probably-- I don't know if you're driving a car listening to this but, pull over now and sign up. It's like, I think-
Adam: That's right.
Leanne: -it's one of the better assessment tools out there. I love, I love it.
Adam: Leanne, thank you so much. This was great to meet you, and I really enjoyed our time. Thank you.
Leanne: Thanks Adam, loved having you on the show.
Episode 15: Facilitating and leading with your head and heart with Therese Lardner
In this First Time Facilitator episode, you’ll hear from Therese Lardner, a psychologist, leadership coach, speaker and workshop facilitator. She shares how being thrown into the deep end helped build her confidence in public speaking, and why your choice of words matter as a facilitator.
In this First Time Facilitator episode, you’ll hear from Therese Lardner, a psychologist, leadership coach, speaker and workshop facilitator. She shares how being thrown into the deep end helped build her confidence in public speaking, and why your choice of words matter as a facilitator.This is why Therese dedicates her career to teaching people how to use their vocabulary more effectively.
We also talk about employee engagement and creating strong work cultures; and discover what organisations need to consider to improve the employee experience.
About our guest
Therese is a leadership and engagement coach, workshop facilitator, speaker, executive coach and psychologist with a simple, no-nonsense approach to building leaders and businesses. Her natural way of engaging with people means that she is just as comfortable in the boardroom as she is on the factory floor. For Therese, connection at work is the key to success, developed through personal insight, alignment with company culture and cohesive teams.
What you’ll learn
How she adjusted her academic language to connect with diverse audiences
Some advice she was given that took the weight off her shoulders when she was a first time facilitator
Why it’s important to develop your vocabulary (and your emotions) as a leader and how you can do that
How she landed a speaking gig at a positive psychology conference in New York City
Resources
Therese speaking at Disrupt HR Brisbane - below
Desperately Seeking Emotional Vocabulary | Therese Lardner | DisruptHR Talks from DisruptHR on Vimeo.
Episode transcript
Click here to view the episode transcript with Therese Lardner