Are your meetings the butt of work-related jokes? Why is it that we roll our eyes with disdain when our calendar is loaded with meetings, and more specifically, why do we dread the planning meetings that are so important to our strategic success? Have you used senior team members as facilitators? If so, you’ve likely chosen the wrong person. Save yourself an unwise decision before your next planning session. Don’t choose your CEO or an executive team member for strategic planning. If you do, you’ll pay for it all year (or quarter) based on the plan developed and the pain of getting there. Most executives are great at their jobs, but they don't have all the qualities of a good team facilitator and may not be the best at facilitating a productive discussion. When you are in charge, it is hard to be an active listener, and it is extremely important to bring out all the great ideas from the team and cover every relevant point of view.
Consider this: when senior team members facilitate your important planning meetings, it can cause participants to withhold agendas or thoughts, resist challenging others, not be challenged in their thinking, and not be fully engaged. An effective facilitator can get all of the team members to contribute positively. A professional facilitator leads the deep discussions needed to create a plan with input from the entire team.
This is not to argue that you need an outside facilitator with all of the characteristics of a good facilitator, only to make the point of who should not facilitate. Everyone has attended unproductive meetings, and being part of the system that created these conditions in the first place (i.e., senior team members) is one more reason you should exclude them from facilitation duties.
Internal facilitators can save time and reduce the complexity of getting an outside facilitator up-to-speed on your business, internal language, team members, and nuance of operations. Just because they are a great leader doesn't mean that they have all the qualities of good facilitators and can drive you to the desired outcome of your planning session. At first glance, it appears a good move, so let me get you P-A-I-D U-P on the additional reasons to get your senior leaders out of the facilitation process:
P – Participation. No one can fully participate in the process and discussions while also holding the duties of facilitating – no matter how good their skill. Using a facilitator who isn’t part of the session creates an “even” playing field, allowing all individuals to participate fully.
A – Accountable. Each participant has the same expectations and is accountable for the same level of preparation and engagement.
I – Impartial. Personal agendas, history, and patterns of communication are often a detriment in planning. An impartial facilitator can recognize the cues and help to control missteps.
D – Discipline. Disciplines of time, respect, outcomes, commitments and more will increase with measurement – especially when facilitated by someone not part of the session.
U – Usual. Facilitators who are not normally part of your week-to-week meetings probably won’t be satisfied with your “usual” outcomes. They’re more likely to press for well-thought-through (and defended) results rather than settle for less.
P – Probe. External facilitators can more likely probe for real answers without risking offense. This is not always the case for a peer. This approach helps keep discussions challenging and professional while delivering a better outcome.
Now that you’ve P-A-I-D U-P, consider the complexity of your planning session. How complicated is the scope of your session and how much effort is required to prepare, manage, and deliver objectives?
Complexity
This could include your industry, team knowledge, economic conditions, and current business challenges. What’s the objective of the session and how complex will the path be to get there? How will you keep the needed energy levels up and the team focused?
Time and Effort
How much preparation effort will be needed? Is the facilitator familiar with your planning methodology? Will they need time with the CEO or senior team members in preparation? Have you allowed the internal facilitator time to prepare within their daily schedule? Excellent facilitators will know your methodology and be prepared for the strategy meeting with every leadership team member.
The answers to the questions on complexity and effort will help you think through who might be your best internal facilitation candidate. And, your next consideration should be the characteristics of a good facilitator. Choose a person who will be objective and neutral throughout the process. This will allow key individuals to participate fully in the listening, thinking, observing, and participation needed for business planning success. Listening skills are extremely valuable when facilitating a meeting with a large group.
Now begin to think about how you choose your facilitator. Your internal facilitator should be chosen for their knowledge of your business and their facilitation skills. You’ll want an internal facilitator who can be coached when needed by an external coach. This will ensure they are confident in the process and tools (whether you use an outside coach or not). Often a good choice is a high performer interested in their personal development who is unbiased and who is strong enough to challenge your team during the process. Note: It may be important for them to know their job is not dependent on the result.
Once the choice is made, you’re still not done. You must also prepare your chosen facilitator to succeed. Give them a copy of our Meeting Facilitation guide; explain that they are to provide facilitation without taking the reins on content and that they will be a process (not content) facilitator. This means that they will set meeting guidelines, manage group dynamics, prepare the structure of the meeting, confirm the objective with the CEO, utilize the company’s methodology for planning, and capture outcomes. It does not mean that they will add content to the discussions.
In conclusion, set your facilitator up for success. Get P-A-I-D U-P, consider complexity, time, and effort, weigh candidates against the top ten characteristics, and give them time to prepare. Make sure they take time to set up the physical space, clarify the agenda and ground rules, balance participation, identify areas of agreement and unresolved concerns, and ensure that decisions are accurately documented and that the next steps are defined. In short, they should concentrate on the group process so that their senior leaders can engage in the content of the discussion. Since not all teams have a member with good facilitator characteristics, don’t be hesitant to reach out to us for a great virtual planning session or in-person facilitation.
