Description
Book SynopsisThe Facilitator's Guide to Planning and Managing Work Sessions is a new edition of the self-published book, Workshop Management: Method to Magic. This book enables intelligent decision-making in relation to organizing, planning and managing a successful session.
Table of ContentsExamples, Exhibits, and Tables xi
Web Contents xiii
Acknowledgments xv
The Authors xvii
Introduction xix
About This Book xix
A Quick Lookup Resource xxi
Part 1 From Contact to Contract 1
1 Initial Contact 3
Completing a Preliminary Screen 5
Coordinates: Date(s) and Location • Purpose, Objectives, and Deliverables • Process Leadership • Eighteen Types of Processes
Decision Making After the Screen 11
Communicating a Decision 13
2 Building Agreements That Work 15
Types of Agreements 16
Drafting Agreements 16
Agreements in Action: Four Maxims 18
1. Don’t Start Work Without an Agreement • 2. Bring Fresh Eyes to Your Experience • 3. When in Doubt, Write It Out • 4. Cock-ups Are Collaborative
Work Plans and Cost Estimates 21
Developing Work Plans • Dealing with Pricing Perils Acting on Values 24
Part 2 Approach and Style 33
3 Approach 35
Integrated 35
Customized 36
Outcomes • People • Group Development • Ethnocultural Considerations • Literacy • Organizational Culture
Systematic 38
Completing a Process Management Prompter • Accountability The Approach in Action: Integrated, Customized, Systematic 45
4 Style 51
High-Tech Teddy 52
Controlling Caroline 53
Loosey-Goosey Lucy 54
Overconsulting Oliver 55
Anxious-to-Please Annie 56
Bureaucratic Bill 57
Optimizing Management Styles 57
Part 3 Management X 5: Participants, Speakers, Logistics, Documents, Feedback 59
5 Participants 61
Clarify the Rationale for Participation 62
Monitor the Mix and Number of Participants 66
Consider Participant Types • Gatekeep Participant Numbers • Maintain a Participant Database Create the Invitations 73 Persuade • Inform • Engage • Determine the Focus • Obtain Input and Feedback • Write the Confirmation Letter
6 Speakers 95
Speaker Management 95
Clarify Requirements • Create Invitations • Confirm Expectations Presentation Guidelines 104 Opening Remarks • Speaker Introductions and Acknowledgments • Presentations by Experts • Presentations by Panels • Closing Remarks
7 Logistics 119
Select and Set Up the Site 120
Venue • Layout • Health, Safety, and Security • Technical and Audiovisual Support
Enable Participant Engagement 132
Accommodating Differences • Identification • Accessibility
Mobilize Yourself 137
Professional Supplies • Travel Arrangements • Personal Amenities
Love those Logistical Letdowns! 140
8 Documents 143
Match the Documents to the Process 144
Produce the Documents 145
Make Documents Easy to Use • Design Attractive Formats • Customize Documents
9 Feedback 151
Review Feedback Approach and Tools 151
Finalize and Produce Feedback Tools 157
Construction • Look, Feel, and Sound Sample Feedback Tools 159
10 Endings and Beginnings 169
For the Session 169
For Yourself 171
References 173
