Make meetings magical

I turned my design meeting into something informative and magical. And you can too.

Facilitation is an essential design skill

Facilitation is more than just standing at the front of the room or delegating action items. It’s shepherding people to spend time productively and purposefully. It’s getting cross-functional partners talking. It’s helping individual contributors take action. It’s encouraging busy people to make decisions. It’s about creating comfort for groups.

Facilitation encompasses a broad set of activities, and its techniques are varied. At its most basic, though, the facilitator’s job, as Sam Kaner says, is to support everyone to do their best thinking.

Facilitation is kind of an abstract field, so let me make it a little more concrete. Facilitation can include any of the following:

• creating informative activities for knowledge sharing
• crafting clear agendas to support conversation
• preparing rooms so that individuals feel inspired
• understanding attendees to better negotiate their power dynamics
• maintaining time to prioritize subject matters
• managing expectations to avoid confusion
• leading groups towards a conclusion or decision
• making meetings memorable and magical

While the above may sound pretty standard, it’s remarkable how often I see design practitioners forget to send out an agenda before a meeting, or dismiss the idea that we can (and should) artfully rearrange a boring meeting room. I myself sometimes fail at the basics.

I’m bummed to hear when a colleague fails to help their team reach a decision or take an action. I’m especially bummed when I observe that they didn’t employ some facilitation techniques.

There’s strong evidence out there that points to how seemingly small things like transforming your interiors can inspire ideas or how employing discussion tools can transform disagreements. Facilitation techniques create the conditions for groups to thrive.

Start reading about facilitation

Facilitation, as mentioned above, is a broad field. It’s one that I could write multiple blog posts about.

Rather than try to boil the ocean, I’d like to instead point you to seven facilitation books, so that you can start your own facilitation journey. Try checking them out from your local library or buying them used on Amazon. I have faith it’ll level up your design thinking.

It might even make your meetings magical…

• Get going with facilitation via “The Art of Gathering.” This book is jam-packed with interesting anecdotes, reminding us that facilitation permeates all aspects of life. Begin your reading adventure here!

• Gain knowledge about the craft via “The Facilitator’s Guide to Participatory Decision-Making.” This is the A–Z handbook for facilitation that you’ll revisit time after time.

• Get rid of facilitation ambiguity via “Fearless Facilitation.” This is an actionable book filled with easy-to-implement presentation techniques. Use it to go beyond the basics.

• Generate facilitative conversations via “The Discussion Book: 50 Great Ways to Get People Talking.” This book details 50 techniques to spur creative thinking and get people talking. Employ these techniques when you find those beyond basics are even boring.

• Gamify facilitation exercises via “Gamestorming.” This is a classic book that can’t be left off any list. It’s like recipes for innovation. Utilize it as a reference once you have your bearings.

• Get smarter about facilitation via “The Secrets of Facilitation: The SMART Guide to Getting Results with Groups.” This book outlines a specific approach to facilitation that expands on traditional environments—e.g., facilitating virtual and cross-cultural meetings.

• Go forth with your facilitation journey via “FutureSearch.” This book details a unique method that is employed to help complex systems create a vision. It will help you expand your understanding of facilitation. Recommended only for the more advanced or nerdy practitioners.

Thank you: Alex, Andrea, Angela, Bjørn, Danilo, Derrick, Jason, Kate, Kris, Liana, Mackenzie, Sheta, and Tiffany for participating in the “construction worker” workshop; Nicole Lavelle for co-designing the heuristic checklist; and Jennifer Brook for inspiration and input in earlier drafts of this blog post. If you’re looking for a chance to facilitate an interesting and valuable exercise with your team, I recommend that you read her excellent post, Design Your Team.