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  • Facilitation and Action Planning by Tom Romito, Facilitator

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    Tom Romito
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    Some groups work well together and just want periodic updates on what they want to do and how to do it. This paper explains how I help them focus on where they are now and where they want to go from here.

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    Some groups work well together and just want periodic updates on what they want to do and how to do it. This paper explains how I help them focus on where they are now and where they want to go from here.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    41 views2 pages

    Facilitation and Action Planning by Tom Romito, Facilitator

    Uploaded by

    Tom Romito
    Some groups work well together and just want periodic updates on what they want to do and how to do it. This paper explains how I help them focus on where they are now and where they want to go from here.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
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    1

    FACILITATIONANDACTIONPLANNING

    ImTomRomito.ImafacilitatorandIworkwithorganizationsthatwanttoimprove
    themselves.ThisshortpaperexplainshowI,asafacilitator,helpthemdothatthroughaprocess
    calledactionplanning.

    WhenImeetwithagroupforthefirsttime,Iaskthemwhattheywanttoaccomplish.Usually,
    theydontknowexactlywhattheywanttodo.Theyallmaintain,however,thattheireffortsare
    fragmentedandunfocusedbecausetheydonthaveanymoney,theirboardsandofficersare
    burnedout,andtheydonthaveaplanforthefuture.IexplainthatIcanofferthreewaystohelp
    them.Theyareactionplanning,strategicplanning,andteambuilding.Allthreehavethe
    objectiveofimprovinginternalmanagement,buttheydifferintheirapproachandintensity.I
    decideontherightapproachtousebasedonmyassessmentofthegroupshealth,size,and
    interest.

    IftheorganizationImgoingtoworkwithisastartup,Iknowrightawaythatitsripefora
    strategicplanningprocess.Iftheorganizationthathasbeeninexistenceforawhileandis
    highperforming,however,theymayneedsomethinglessintensiveandtimeconsuming.What
    theyusuallywantisawaytotightlyfocustheireffortsforthenextyearorsoinabouttwohours.
    AusefulapproachthatIvedevelopedtohelpthemdothisisactionplanning.Herearethesteps
    Iusedohelpthemdevelopanactionplan:

    Developanagenda
    .WhenIstepofthegroupwithmyfourflipchartsbehindme,Itell
    thegroupthatIdonthaveanagenda.Itellthemtheydo,itsintheirheads,andmyjobisto
    pullitoutofthemandgiveitshape.ThenIaskthem,So,whyarewehere?Ihavethemgive
    metheirtopofmindreasonsforcomingtogether,andwecomeupwithaprioritizedlistoffive
    totenobjectivestheywanttoaddress.

    Fleshouteachagendaitem
    .Onebyone,weexaminetheagendaitemsandIcapture
    themostrelevantcontentonmyflipcharts,usingdifferentcoloredmarkerstoeasilydistinguish
    thedifferentpoints.Almostimmediately,actionsbegintoemerge.

    Createanactionplan
    .Asactionsemerge,Itransferthemtoanactionplantemplate
    thatIdrawononeoftheflipcharts.ThetemplateshowstheWhat,Who,andWhenforeach
    action.TheWhatcrystallizesexactlywhatthegroupwantstodo.TheWhoandWhenestablish

    BuildingCapacityinYourOrganization
    2015TomRomito,Facilitator,Cleveland,OH44109USA
    Email:
    thomasmromito@gmail.com
    Web:

    http://www.tomromito.com

    accountabilityforaccomplishingeachaction.Atthispoint,thefacilitatedworkshopisoverand
    thegroupcanconductanybusinessortieuplooseendsbeforeweadjourn.

    Disseminatetheactionplan
    .Althoughthemeetingisover,myjobisnotdone.Itake
    theflipchartsheetshomeandproducetheactionplanonan8X11inchdocument.ThenI
    emailittothegroupororganizationalleaderforfurtherdisseminationtotheothermembers.

    Whenguidedbyaskilledfacilitator,ahighperforminggroupcancreateanactionplanforthe
    nextyearintwohours.TheyoftenmarvelthatIgotthemtoagreeonanything!SomegroupsI
    havehelpedlikethisdonthavetomeetagainforanotheryear.Thenwerepeattheprocess.

    BuildingCapacityinYourOrganization
    2015TomRomito,Facilitator,Cleveland,OH44109USA
    Email:
    thomasmromito@gmail.com
    Web:

    http://www.tomromito.com

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