At Illustrious, we pride ourselves on a commitment to quality outcomes. We've been doing visual consulting and facilitation for nearly a decade and have seen first-hand the negative effects of a poorly-designed and executed meeting, session, or client engagement.
As external facilitators, here are the top four reasons our clients give for using our facilitation services rather than facilitating themselves:
Our clients want to participate in the process. We’ve found that OKRs (Objectives and Key Results) in particular are difficult to facilitate if you want to also participate in the session. It’s not easy to consider your team’s interdependencies, listen to your fellow participants’ 90-day needs and goals, determine how it will affect your department, and come to a consensus on how to measure progress while also sorting and organizing stickies, summarizing and reflecting the group inputs, and keeping an eye on the clock.
Over time, our team has developed a mastery of visual collaboration tools like MURAL and facilitation methods, ranging from The Grove’s Strategic Visioning process to Liberating Structures and Strategyzer to StoryBrand. Our clients rely on us to know which tool to use to help them solve their complex problems.
Deciding on the theme for a session; coordinating everyone’s calendars; sourcing artwork, illustrations, and photography; coding and deploying the surveys for the pre-work; designing the MURAL (or setting up the room); writing up the agenda, facilitator guide, and other necessary copy; collecting all of the deliverables from the session (survey results, recordings, graphic records) – these things take time. Most of our clients have roles that impact their business directly and know that time spent designing and prepping the session will be time spent not leading their team or fulfilling their role.
Sometimes when a team chooses to facilitate themselves, they may neglect to ask challenging questions in order to protect their strategic plan (or someone’s job). Or they will design a session to reinforce a currently-held belief. This is called confirmation bias. Sometimes authority and esteem (see The Fundamentals below) hasn’t been established by the head of HR. Sometimes the VP of Sales has too many inside jokes or treats the women in the room differently than the men. Sometimes the Chief Innovation Officer talks too fast or over everyone’s head. Sometimes the CEO or President takes herself too seriously and elicits snickering when her back is turned. We are constantly told that people behave better and create the desired results when an external facilitator is leading the group.
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ABOUT THE Author
Joran Slane Oppelt is an international speaker, author and consultant with certifications in coaching, storytelling, design thinking and virtual facilitation.