Structured Facilitation Techniques Checklist Examples for Team Focus Sessions and Meetings

Structured Facilitation Methods and Strategies can help  you become more effective facilitator, meeting participant and manager:

Since the workplace changes and people have to undertake various jobs in their workplace it is vital that they already have the various tools necessary to execute these types of completely new responsibilities.


Structured Facilitation
Structured Facilitation Plan


Are you currently expected to facilitate some sort of working session? Exactly What is a Focus Session and also what resources are employed to facilitate this type of session?

Any idea how you can flow chart an activity? Do you know what is Nominal Group Technique (NGP) and Consensus Making Decisions? How can you Brainstorm successfully?

These are a series of a number of the issues and responsibilities that people are confronted with on a daily basis. Should you don’t be aware of solutions to these types of questions then this specific guide can be really to your benefit.

The actual facilitator is in charge of the whole process of your meeting — the way the individuals interact with each other.

The facilitator needs to be impartial. The facilitator will need to let the individuals use the very best strategies to performing their particular activity within the least period of time.

For facilitators:

  • Establish a good tone for conversation
  • Stay impartial on the challenges
  • Maintain the team on target
  • Monitor time
  • Recommend techniques and methods which will help the team be more effective
  • Stimulate involvement by absolutely everyone
  • Advise members regarding functions and also actions
  • Defend suggestions from challenging
  • Organize admin information
  • Document information or perhaps oversee the documenting of the information


Establish the specific session conditions for the team:


Structured facilitation methods
Structured facilitation techniques and strategies


Your own opening comments set the mood in the session. Can the actual session end up being structured plus official or maybe should it be friendly as well as casual?

As being the facilitator make sure to:

  • Explain the reason and just what the anticipated results from the meeting are
  • Introduce yourself and also the function you are going to perform
  • Clarify the specific schedule, guidelines as well as any giveaways
  • When relaxed, make use of an icebreaker or perhaps intro kind of exercise


There are several kinds of facilitator involvement:

Conceptual facilitation:

Offer an planning idea, particular method, combination of actions, group of rules, or perhaps workout that assists the team achieve the job.


Help out fast, reinforce and make clear currently agreed-on criteria and techniques.

Activity Observation:

Improve the team’s understanding of what exactly is going on and also explain the actual ramifications plus outcomes from the team’s steps.


Example structured facilitation checklist
Structured facilitation ideas


Compare and contrast:

Makes use of the strength of your current function being facilitator to strengthen efficient behavior and prevent inadequate ones. These types of interventions tend to be judgmental and therefore are best with regard to setting up rules inside the team.

Peaceful atmosphere:

Not really intervening may also be helpful to develop pressure and aggravation within the team. This can encourage the team in redirecting their own activities with no facilitator’s assistance. Most effective with fully developed and successful teams.

There are various types of focus sessions

Examples include:

The actual traditional session typically requires a substantial team of people who are put together to go over a selected subject as well as challenge and offer their very own suggestions. The individuals aren't offered info and requests before the session.

Having said that, sometimes basic details are chosen. The participants arrived at the session innovative without any preconditioned ideas.

In this session it's expected that general opinion is going to be arrived at and also that the sponsor will leave by having an idea of what they really want to accomplish from the individuals point of view.

These kind of sessions may work from 2 or 3 hours.


Example of what a typical session may resemble:

  • Starting comments
  • Review (what's the session in relation to)
  • Session starts typically through introductions by the facilitator
  • Brainstorming in teams (provide a quick )
  • Multi voting of challenges brainstormed within teams
  • Record out NGP – Nominal Group Technique
  • Concluding Comments and Assessment


A round table dialogue typically requires some sort of team of 10 to 15 people. They usually are put together to discuss a particular matter.

More often than not the members are given information prior to the session in order to be ready to talk about specific issues.

These sessions tend to be facilitated, in fact managed by the sponsor. Instead of or perhaps along with utilizing flip charts to be able to document the data – have note takers more than one to report information.

Most of these sessions can easily work 2-3 hours.


Team focus session examples
Session example


Within this kind of session:

  • Bring in note takers plus clarify their specific part
  • Restate the goal of this specific roundtable dialogue
  • Make certain that individuals realize that consensus isn't necessary or required within this kind of session

“Facilitators function would be to advice the dialogue and work as supportive manager throughout the session”


Facilitator will need to motivate everybody to communicate. It must be outlined if a single person has taken on the session the actual facilitator can get involved and take the session to a team conversation.

At the conclusion of a session a summary on the key items documented through the conversation needs to be looked over.

The well prepared copy from the info taken in the session needs to be offered in a few days following the session.



  • A single person talks at one time; absolutely no side talks
  • Stay away from assessment and wisdom
  • Always be precise
  • Maintain debate targeted
  • Argue freely along with virtually any person in the team

The next checklist provides everything a person might need to keep an effective focus session.


360 degree feedback structured facilitation
360 degree feedback template


Don't assume all the things listed are going to be required for each and every focus session. A lot of things outlined will be employed just for a good focus session used along with external consumers outside the workplace.

Focus Session Checklist Example

1. Outline goal of the session: What details am I trying to find? What exactly will we do by using it?

2. Determine client group

3. Determine client areas: Create report out of client database. Evaluate report to Find centred places

4. Figure out times of session and exactly where to have them all

5. Get management authorization

6. Specify those who will call the members (Selection requirements: Excellent communicating abilities, Knows this process, Is aware of reason for session)

7. Draft plan for session: Establish questions. Layout session structure. Determine time demands

8. – if appropriate: Accommodation Bookings. Meeting room rentals. Break beverages and snacks. Over night hotels at specific price. Tools procurement (microphones, printers, whiteboards, etc.) . Airline tickets. Taxi / rental car, etc.

9. Call at random the already selected clients

10. Coach people on phone tactic: If appropriate, structure script to adhere to.

11. Start placing customer calls

12. Put together paperwork to send to all individuals: Finalize schedule. Establish verification notice. Guidelines to session location along with parking directions.

13. Define roles for staff

14. Type in expenditures in to your cost reporting system

15. Email or mail documents: (schedule, verification correspondence) to individuals

16. Create verified participation record

17. Put together session supplies: Schedule, Giveaways, Suggestions sheets…

18. Load up all the required materials: Ex: Pens, name tags, notes, folders, etc.

19. Conduct focus session

20. Collect plus evaluate session outcomes

21. Generate report that summarizes final results

22. Make thank you correspondence as well as send to members