The Anatomy of a Collaborative Workshop

The 60 second timelapse video embedded on my webpage here captured a full day workshop I facilitated recently.

But what was really going on?

Have a second look or press pause and you'll see a number of things happened...

Big Paper for BIG Ideas

in the background against the wall there are long paper charts. I use these to graphic facilitate - that is, I facilitate the group AND capture the key content the group is contributing using words and images on the chart.

You'll see a second chart to the left which I'm darting back and forth to at the start. I used this chart when everyone in the session was introducing themselves. This served as a great anchor for the participants to bring them 'into the room' and onto the story wall that was being completed during the workshop. 

Talk and Do

Throughout the workshop there were segements where participants were discussing in tables, contributing as a larger group and standing at the front of the room, reporting back from their table discussions. Keeping the variety going throughout the day is vital. We mixed up the table groups too - by the end of the day, there had been a real mixing and meeting of minds and views. 

As groups reported back, I captured key points presented... knowing that we also had the more detailed content from the groups when needed. 

Break Time

When the room is empty, the teams are just outside the room, enjoying conversation, networking, food, refreshments and a change of 'state'. That gives people space to be alone, be in small groups, be in bigger groups, and space to think, talk, review, reflect, brainstorm, laugh and ... whatever!

Standing

It's important to structure your agenda so you do important work when the team is high on energy. The after-lunch slot in a workshop can be a little quieter (with lunch being digested!) so some standing, moving and quick discussions can help keep the interest, energy and engagement up. 

Resources at the Ready

The room was set up for collaboration. Tables for small group conversation and discussion and working on stuff. The tables had paper, markers and post-it notes to capture thoughts, information, ideas and discussions. There were blank walls, flip chart pages posted ready for use and markers available to capture visual thinking. 

And there were yummy food resources provided on the tables - few sweet treats, mainly nuts and dried fruits and healthier energy choices. 

Start & Finish

The workshop featured a brief introduction by the sponsor of the event from the business and a wrap up of 'where to next'. I also talked through a review and summary of the content of the two large visual charts. 

So if we pressed 'record' on your next workshop, meeting or conversation - how much variety, collaboration and creative engagement would the video capture? Think ahead and plan for your team sessions. My whitepaper 'The 7 Problems with Strategy and Team Sessions' is available for download further down the same page where the video is. It's got some hints you can get happening straight away when planning your next strategy session. 

Allow warm-up time

It was a Friday night and the live band started playing in front of the audience. I remember one person in our group of friends said to me ‘come on, get into it’ ... as in, 'start enjoying yourself now, would you?!'
 
But the music had only just started and it was taking me a little while to get over the busy Friday at work, the phone calls and conversations and to ease in to the evening of socialising and entertainment. I couldn’t ‘get into it’ at the click of her fingers. I needed time to shift from one environment to another.
 
The same happens when you bring people together for a meeting, conversation, workshop or discussion. You can’t announce ‘start collaborating..... now!’ or 'OK folks, come up with your best ideas - now!’
 
Too often I see team or workshop leaders who haven't created a suitable environment or allowed time to help people ‘get into it’. 

So when you bring a team together, do these things:
 

• Refresh and shift. Help people get out of the environment they've just been in. Offer a cool drink, a hot tea, tell a story, ask how they are...

• For the set up and opening, take it slow. If you rush now, you won't get the best out of the group. The group will achieve more with a great environment where it’s comfortable to participate. And yes, sometimes this is anti-rush; people rush in to a workshop or meeting and will want to rush out; that doesn't mean your session needs to be a rush too. Set the tone, pace and environment.

• Explain: why they are there, what's the purpose, what's the outcome you're driving towards, what's the bigger picture, what you're hoping to get from them. 

• Give the group clarity about what will happen in this session. 'We'll hear from Tim about the history of the project, then move on to discussion about the obstacles getting in the way, then identify what we can do to meet the customer needs on the service'. A few points on an agenda, a process outlined or a structure for the session is crucial. This helps people settle in.

And throughout the band's set of songs, I certainly ‘got into it’, singing along, dancing, cheering and applauding. Woo hoo!

At the end, the musicians didn’t rush off the stage. And nor should you or your team. The band waved, thanked, cheered, clapped the audience and bowed. Make sure you wind up, close and wrap up the session or workshop – spend time at this stage so that actions are clear, next steps are articulated and people are acknowledged. 

Avoid the 'rushed meeting of the invisibles' as I call it: strangers in a cold environment, rushing to try and make wonderful things happen. It won't happen.

Spend time to set the scene and help people shift - the investment will be worth it. 
 

Mints, water, agenda. Where are the outcomes?

There's coffee on arrival, mints in little bowls, jugs of fresh water and an agenda on the tables - a gathering of the team for a strategy or team session. Perhaps it's a day or two, or you're fortunate enough to escape off-site in an effort to get fresh perspective and avoid workplace distractions.

The strategy or team session is a big investment of people, time, preparation, accommodation, travel, catering, audio visual support, time away from your role .... and on and on.

But simply getting people in the one venue and heading into the agenda doesn't get the best out of the group or that investment.

There are 7 problems I see with strategy and team sessions and they can all be avoided with pre-planning, creative input and the right resources. When I'm facilitating high-value strategy and team sessions for clients and providing input into agenda design before the event, there are key things I work to avoid. The difference in the feel and running of the session is certainly noticeable ... but the impact on outcomes achieved can be extreme.

The problems are in my new whitepaper - The 7 Problems with Strategy and Teams Sessions... and what to do about them.

Read it and act on it before you get the team together. 

Opening a can of worms

When your team or group gets together for some strategy, planning or important conversations, often what you plan to work on or think you need to work on is not the real issue. Real issues can be sitting below the surface.
 
In a planning session with a client recently we talked about what might be below the surface. ‘I don’t think we want to go there’, ‘that’s a can of worms and it’s more trouble than it’s worth’, ‘if we go there we’ll never get out!’ they said.
 
There can be a feeling that some of those big issues or topics will be too big and you’ll never get back on track, or it will be too touchy or difficult. Sometimes you might think it’s not important for the work you’re doing anyway… or you can plan the strategy without having to go there.
 
But time and time again in strategic planning sessions, retreats and company fireside chats with clients, the value of ‘going there’ can be seen. 
 
A board team I worked with who had a bright and creative agenda mapped out for the weekend, needed to take a right hand turn early on to deal with some fundamental financial and strategic issues. We went there.  Our original agenda and plan shifted and changed. For some, that was uncomfortable. But we did what was needed… and we got back and continued on.

One of my clients recently said : “Lynne was indeed the glue that held the discussion together while at the same time allowing the conversation to go where it needed to go, as touchy as it was...”
  
Good facilitation skills will give you the confidence to go to that topic and work with the team to address it.
But if you're not going to open up the can, then at least name and say what the can of worms is - a bit like reading the ingredients label on a product from a supermarket shelf. And there's a lot more of that happening these days!
 
A helpful meeting tool to start with the facts, move to opinions, generate ideas and commit to actions is my Facilitator 4-Step from a few issues back. 

So go on, open the can. Most cans of worms only have a couple of worms in them anyway and once they’re out, so many other things are easier to address and clearer to tackle. And the energy you now have – because you’re not stifling or dancing around those worms – is better redirected to the real game, the other issues and the important work of the team. Now where is that can opener? Oh, it's got a ring pull top - great!

Focused talk... or off on a tangent

The quick pic image at the left for you this week is a good reminder: notice when conversations, meetings and discussions are focused and on-topic or wandering off on a tangent. Conversations do spark people’s thinking. It’s no wonder we think of other things or want to raise what we see are important or related topics when we're right in the middle of another.

So be aware of how you encourage divergent and convergent thinking when you’re leading or participating in a meeting or discussion. 

Divergent – open it up, open up the conversation and the discussion.
Convergent – narrow it down, close it up, wind it up.
 
If the talk goes off-topic, rather than rolling your eyes with ‘here they go again’, say that it sounds like it might be on another topic. Then you have a choice: proceed along the existing path or take the new path. I like to note what that topic, question or comment is. You can come back to it if you choose not to take that path right now. It can help to ask: 'Do we need to go along this path?' 'Does it tie in to our topic today?'  'Is this related?' 'Is this the time/place to talk about it?' Notice these are closed questions. If you do go along this new path, then it's helpful to open it up (divergent) with open questions like 'How does this....', "What parts of that...' or 'Where do these points...'
 
In true divergent and convergent thinking, divergent is about many possible solutions. Convergent is about one.

In business, I often see leaders, managers and meeting facilitators hit speedbumps when a topic is about to be wound up and converged ... and (often unknowingly) they ask another open question. Wham! It's open again. More divergent thinking and talking. Of course if it needs discussing and deciding you do that. But make sure the questions you ask suit either opening things up or closing them down.  

Are we all done on this topic now? Is there anything else to add to this before we move to the next point? Do we need any more time on this topic?
 
Notice how you as the leader, manager, consultant or facilitator contribute to diverging or converging.