Facilitator's
Master Meeting Checklist
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| Use
these guidelines to help you manage the complexities of integral group
process. |
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Facilitative
Environment
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| Group Agrees
on Outcome Desired |
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| Effective Agenda
is in place with group buy in |
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| Ground Rules
Set and Buy In Achieved |
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| Meeting Roles
Defined: Participant, Leader, Scribe, Facilitator, Other |
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| Manage Membership:
Who Needs to be There and Who Doesn??™t |
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| Appropriate Environment:
Location, Layout, Physical Attributes, Comfort |
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| Summary of Data/Information
available (1 page per item max) |
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| Group Memory
Maintained |
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| Action Items
Documented With Accountability (who and when) |
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Process
Management
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| Basic or Developmental
Facilitation |
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| Consider Organizational
Misalignments |
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| Manage Behaviors
in Accordance with Ground Rules and Desired Outcomes |
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| Achieve Agreement
on Process and Manage it |
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| Balance Task,
Process, and Relationships |
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| Converge on Results
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| Seek Full Participation:
Invite, Incite, and Inspire |
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| Reveal Assumptions
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| Shift Conflicts
to Dilemmas |
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| Provide Teaching
and Coaching on Skill Deficits |
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Group
Culture and Dynamics
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| Chose Processes
that Align With Group Culture |
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| Speak to Developmental
Levels Present |
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| Clarify Expectations
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| Achieve Common
Focus on Content |
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| Protect Members
From Attack |
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| Manage for Effective
Communication |
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| Acknowledge Progress
and Celebrate Results |
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Interior
Management
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| Maintain Core
Values: Valid information, Free and Informed Choice, Internal Commitment
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| Uncover Personal
Interests |
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| Manage Internal
Value Conflicts |
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| Inspire Focused
Attention |
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Intervention
Guidelines
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| Perform Macro
Interventions Before Micro Interventions |
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| Impose Minimal
Amount of Structure for Group to Accomplish its Task |
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| Intervene to
Depth Required to Accomplish Task that Group is Willing to Commit
its Energy |
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| Intervene on
Established Patterns or Upon Ground Rule Violation |
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| Err on Toward
Low Intensity to Minimize Group Dependence: Support, Persuade, Direct |
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