I am mentoring a graduate from the Leeds MBA course who wants to learn about facilitation before she returns to India, so I have 2 months to guide her the skills and tactics of facilitation.
Our first session was about how to use Post It® notes to generate a range individual responses to a question concerning a team/organisation for example: What causes our meetings to overrun? What is helping employees to feel engaged with the business? What do consumers want from our business?
Once the answers have been recorded and grouped into categories the next task is to clarify the meaning of each item and ensure that they are in the right category. If the meanings of each note is clarified it then become possible to remove any items which are clear duplicates. This discussion is really important because it will start to define what the key priorities are for the group.Having agreed the categories it is often useful to have a reflective dialogue. A dialogue is a listening space where each individual can choose to share their insights so far and any themes that are starting to emerge from the conversations so far. Inexperienced facilitators often miss this stage and move straight onto voting on the issues and this can mean that some of the more complex grey areas remain unexplored.
The next option might be to prioritise the issues and one very simple way of identifying which are the most important issues for the group is by using a technique called Multi Voting. I have tended to use multi coloured dots so that each person can record their vote on each item at the same time and not have to see their score recorded on a chart.
The number of dots can be allocated by taking the total number of categories eg 6 and allocating 6 points to the top choice, 5 to the next point…., this requires 16 dots per person. However if there are more categories than this and lots of people, then this can become very messy in which case it is often recommended that the number of items are divided by 3 and then dots allocated so there is enough to put one dot on 2/3rds of the items. I often propose that a maximum of 3 dots can be placed on each item.
I wondered what other facilitators were doing on the topic and I discovered lots of different methods. One other method I liked was from an organisation called Dotmocracy and they have printed sheets you could use. I can see how these could be combined with the post it notes to really gain some insights from larger groups on the issues: http://www.dotmocracy.org/sheets
Then I came across this blog discussion on the use of dots and I realised that this was a really big area of debate amongst facilitators. http://www.albany.edu/cpr/gf/resources/Voting_with_dots.html
My conclusions are to stick with a process that makes pragmatic sense at the time and the facilitator will need to make a judgement call. All the attempts to make a science out of the number of dots looked flawed in practice and I am drawn back to the title of Tony Mann’s book: “Facilitation: an art, a science or skill or all three” and would conclude that this is a great example of “all three”