If you have been invited to a facilitated meeting which includes a link to this page, this is what you can expect
Effective Structure
Purpose – The meeting will have a clearly defined goal, communicated in advance, and prominent within the meeting. The goal will be revalidated at the start of the meeting and its fulfilment reviewed at the end. Click here to Read More
Why?
Poorly defined objectives lead to inefficient meetings
Lack of clear purpose frustrates people’s efforts
Shared purpose empowers people to work together
Further meeting manifesto thoughts on purpose
Process – There will be a clearly designed process for the meeting to achieve its purpose. Where possible, agendas will be in the form of questions to be addressed in support of that process. Click here to Read More
Why?
Harnessing the power of questions
Understanding the journey to be taken
Validating and adjusting the agenda
Further meeting manifesto thoughts on process
Design Thinking – Wherever appropriate, the meeting will use design thinking in the form of best-practice tools to engage participants in working together to achieve the goal. Click here to Read More
Why?
The transformative power of Design Thinking
Overcoming barriers to collective empowerment
Shifting leadership paradigms in a complex world
Further meeting manifesto thoughts on Design Thinking
Meta Perspective – The meeting leader (facilitator) will be responsible for maintaining awareness of the meta processes at play in the meeting, and for initiating changes in them – often subtly but sometimes explicitly. Click here to Read More
What does this mean?
The nature of meta-processes
- Define, maintain, and evolve a shared and aligned intent for what is to be achieved
- Support, utilise (and sometimes adapt) mechanisms for working together to deliver that intent
- Engage in, and contract for, specific responsibilities both within and outside the meeting
- Interact with each other to utilise the best of what each can contribute to achieving the outcomes
Guiding dynamics and collective focus
Trusting the leader’s meta-perspective
Further meeting manifesto thoughts on meta-perspective
Use of Timers – Timers may be used as a means to better support a flow of participation. Where these are used, participants will be expected to seek a balance of perspectives within the allotted time. Click here to Read More
Why?
Why discussions can get bogged down
Timers can help maintain perspective
Embracing Agile principles (in part)
The power of too little time
Further meeting manifesto thoughts on using timers
Engaged People
Human Centric – The design and operation of the meeting will support the primacy of people. Process will be used in support of this. Special needs in respect of participation should be raised with the leader beforehand. Click here to Read More
Why?
Process should serve people, not vice-versa
Facilitating constructive and inclusive contributions
Ensuring the best quality of input
Further meeting manifesto thoughts on human centricity
Participation – The attendance will have been carefully considered. Everybody is expected to bring the best version of themselves, and will be enabled and expected to participate fully. There are no passengers. Click here to Read More
Why?
The power of shared learning
Delivering symphony
Mutually supporting rapid and purposeful insight
Further meeting manifesto thoughts on participation
Ground Rules – An explicit contract on the expectations of participation will be mutually agreed between participants at the start of the meeting. Everybody is responsible for ensuring that it is honoured. Click here to Read More
Why?
The importance of a mutually supportive environment
Fostering positive interactions
Ownership through input
Further meeting manifesto thoughts on ground rules
Listening – Quality of ‘listening’ will be treated as paramount, both in regard to verbal and written contributions. Everybody is expected to be (explicitly) accountable for this within the meeting. Click here to Read More
Why?
The impact of feeling heard
Tuning into ourselves and others
Resetting for collaborative success
Further meeting manifesto thoughts on listening
Leadership – The meeting leader will have been trained in facilitative leadership skills to help them better understand the dynamics of the meeting and their range of options to maximise success. Click here to Read More
Why?
The future of leadership
Facilitative leadership skills
How it impacts your meeting
Further meeting manifesto thoughts on leadership
Active Learning
Preparation – The meeting may well require participants to undertake some preparation beforehand to ensure that participants are sufficiently informed to play a full part in the discussions. It is vital this is completed. Click here to Read More
Why?
Arriving un-prepared is unprofessional
Lack of professionalism should always be addressed
Cultivating a focused and present mindset
Further meeting manifesto thoughts on preparation
Actions – For reasons of efficiency, the meeting will require participants to diligently deliver outcomes post meeting. These will be clear, agreed, timetabled, practical and with a clearly defined owner. Click here to Read More
Why?
Focusing on what meetings do best
Delegating what they don’t
Why delegation fails
Ensuring better delegation
Further meeting manifesto thoughts on actions
Recording – There will be a record of the key decisions, actions, and relevant background and insights that can be easily accessed after the meeting, but this is unlikely to be in the form of written minutes. Click here to Read More
Why?
The importance of meeting records
The limitations of formal minutes
The potential of online whiteboards
Enhancing engagement and continuity
Online whiteboards are not just for remote meetings
Further meeting manifesto thoughts on recording
Review – The performance of the meeting will be reviewed, by the meeting, at the end of the meeting. The learning from this will be utilised to improve participation and facilitation in future meetings. Click here to Read More
Why?
Lack of review leads to lack of improvement
Review is the primary basis for learning
Reviewed meetings have huge potential
Further meeting manifesto thoughts on review
Relevant Links:
Culture eats strategy for breakfast – but what sort of strategy are you feeding it?
Facilitating mental wellbeing – The power of adventure in keeping our minds fit & healthy.
Patterns of collaborative excellence – Rediscovering the lost wisdom of design.
Prescient emotional knowledge management – do you have what it takes?


Key within this is maintaining the ‘four essentials of success’ at a functional level. These ‘four essentials’ are basic things that make the difference between success and failure for any group (whether remote or physical). They are reflected in the following questions:
In between these two extremes lies a whole raft of proven tools and best practices – both complete processes, and bits of process – which equip the facilitator to shape the flow of the discussion to a meaningful outcome. Some of the tools are largely auditory, such as clean language and appreciative enquiry. And, some are largely visual, such as matrices and templates.
However, often the issue is beyond the scope of intuitive self-correction by individuals or the group. In this case you may need to explicitly interrupt what is happening.
Case Study: How client-driven development led to effective facilitation skills training for leaders, for customer success, and for hybrid working.
He went on to explain that, he had been reviewing his next level of senior managers. Wherein, he identified that there was still a strong tendency to be directive and autocratic. Particularly when under pressure. And he had realised that much of this was to do with a lack of awareness, skills, and confidence in practical alternatives. Alternatives that he himself had found through the facilitation training he had received two decades earlier. Training that had changed his approach and his career.
And the reaction of the candidates was better than we could have hoped. We used a scoring scale where 4 represents ‘expectations completely fulfilled’ and 5 represents ‘expectations exceeded’. The course averaged 4.6 across the 12 participants and over seven criteria.
Of course, the Customer Success professional has no authority within the customer space, so their success depends on constructing questions and debates that enable their customer’s leadership to self-discover a change management strategy which will most rapidly deliver the results they both want. And facilitation is the core skill in enabling this to happen.
However, a new environment brings new possibilities, and successive lockdowns have meant that there has been a much greater take up and use of online meetings and virtual collaboration software. It has also provided a greater challenge in ensuring engagement of people at a distance. And it has opened up new ways of thinking about working in this way: better global partnerships; wfh and hybrid working; digital nomads; …
Using best-practice online facilitative approaches, participants are more absorbed and stimulated than they commonly experience, even in physical meetings. As a result it avoids the fatigue and disengagement typical of virtual meetings. Because of this, we can deliver it in full day, which makes it more efficient and easier to schedule into peoples calendars.
And whereas a healthy team can inspire and amplify everyone’s efforts, an unhealthy team can do entirely the opposite. And in doing so, it can create disabling levels of anxiety and depression. We were all built for relationship, and when we are denied the opportunity to ‘belong’ in this way it can have harmful effects on us. It can strip us of enthusiasm, self-belief, confidence, mental wellbeing, even hope.
Oftentimes they are the result of unresolved 
And the shift in our thinking makes it much more likely that we will tend toward the closed dialogue responses on the red side of the diagram above.












