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. 
 

Responsible or accountable?

Who's accountable? Who will be taking the ultimate responsibility? Who do we need to consult with?

These were questions I heard a few times this week when I was facilitating large-scale workshops with businesses and project teams. Sometimes I was asking the questions and sometimes the participants were.

When it comes to the ACTION part of a conversation, meeting or workshop, all the things that need to be done may seem detailed and complex. I like to step through a series of actions that help a team build up to making big impactful decisions.

One tool I use often is known by the acronym RACI - you may be familiar with it : Responsible, Accountable, Consulted and Informed. It's also known as a Responsibility Matrix.

Here's a visual RACI that I use in workshops and notes to help a team segment and separate out their thinking on responsibilities. (A lot of talk time can be taken up trying to work out the broad categories of action, let alone putting names next to them!) And identifying who is responsible and accountable early on in the process is a big help!

I enjoy help a team through their responsibilities and commitments stage of a workshop; I don't make the commitments for them, but I will provide a process that helps them work out the different types of responsibilities. 

Google RACI if you'd like to read up more on the process and be sure to print out my visual RACI (permanently on the Resources section of my website) and use it when you're next working out what needs to happen with actions and responsibilities. Now you're informed about RACI... you'reresponsible to do something with it!

Hey, it looks like this...

In a meeting with a client team this week, we were strugglig to understand the crux of a project, the keystone of a piece of work.

Then one of the managers jumped to his feet.

"It looks like this!" he said. His energy and enthusiasm shifted up a level. He stepped to the whiteboard, picked up a marker and drew a circle with two lines leading to it... he finished off with some smaller circles around the edge of the larger circle.

With this quick image, the talk and questioning of the previous 20 minutes were crystallised. So little effort yet with such a huge impact. The power of helping people see what you're thinking.

You've stepped up to a white board or flip chart before, but when you do, there are problems lurking.

My new whitepaper 5 Ways to more engaging flip charts and whiteboards explains how to avoid the problems and make your visual solution more engaging.

Download the whitepaper here and this week, step up, jump up and help people really see what you're thinking.

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. 

What's your story?

I've just returned from some travels in far north Australia, to the 'pointy bit', the most northerly tip of the country - Cape York.

The main image above I took at the Split Rock Aboriginal Art Galleries near the town of Laura in far north Australia. The history in the area goes back 40,000 years and there are many stories and milestones recorded in these rock art galleries. It's an important way for the culture to survive. The images capture information, convey ideas and tell significant stories. They're like a storyboard of what was happening at the time.

Last century, Walt Disney used storyboards to capture his innovative thoughts and map out the flow of his productions. In current day, it's mainly the advertising industry that makes use of this tool.

What delierate tools do you use to engage and connect with others - to capture your thinking, to convey information, to collaborate? 

A rough storyboard can map out the stages of a project, the desired outcomes, the key people involved, the timelines. A corporate product team I recently worked with created this storyboard and many others around the room. The team was highly engaged, transfixed on the images, contributing throughout the day. 

Help people see the possibilities, identify opportunities and collaborate. I believe we all have 'visual mojo'; we had it when we were younger children, happy to bring our thoughts, stories and ideas to life and put them on show for passers by. 
Where did it go? Get your visual mojo back.  For trainers, speakers, facilitators and project leaders who need to unite a team to a vision or gather group input, storyboarding is engaging and captivating - and it need only last a few weeks or months - not 40,000 years.