COURSE SYLL ABUS

DESIGN YOUR
FAC I L I TAT I O N
ST R AT E G Y
Gain confidence in your facilitation skills by learning
how to build and plan purposeful workshops
 TABLE OF CONTENTS

Design Your Facilitation Strategy 2

Who is Design Your Facilitation Strategy for? 3
Time Commitment 4
What to Expect 5
Day 1 6
Day 2 8
Day 3 10
XPLANE’s Competency Model 12
Meet Your Instructors 13

COURSE SYLLABUS: DESIGN YOUR FACILITATION STRATEGY 1

 DESIGN YOUR FACILITATION STRATEGY
Workshop planning can be grueling, especially when you’re not
confident in your approach. Overcome doubt and emerge an
effective workshop planner and facilitator.
COURSE OBJECTIVE
In this three-day course, you will move from disliking agenda
planning and feeling disjointed in your facilitation plan to
confidently building a workshop strategy.
COURSE SYLLABUS: DESIGN YOUR FACILITATION STRATEGY
LEARNING OUTCOMES
By the end of this course you will:
· Use human-centered design to improve workshop planning
· Define the purpose and objectives of your session
· Adjust your plan for your audience
· Assemble your workshop plan systematically using building
blocks, considering alternatives for different audience needs
· Validate the plan through feedback and craft a run of show
plan to prepare for delivery
WHAT YOU’LL LEAVE WITH
· A planning template with building blocks you can use and
reuse to plan future agendas
· An agenda and workshop plan for a big, high-risk and/or
distributed effort
· A run of show to ensure smooth delivery
2
 W HO IS DESIGN YOUR
FACILITATION STRATEGY FOR?
THIS COURSE IS FOR YOU IF...
· You run a lot of meetings, but you have very little time to · You would like to invest in a better meeting or workshop
properly plan. strategy.
· You’re curious about how to use your in-meeting or workshop · You’re looking for best-in-class guidance on balancing the
time more effectively and efficiently. elements of meeting facilitation and workshop design: learning
· You want to connect the teams you facilitate to the larger styles, asynchronous vs. live, presentation vs. collaboration,
organizational purpose and leave each session with clear group vs. individual, visual facilitation and frameworks.
outcomes.
· You’re familiar with design thinking, co-creation, or have
facilitated using frameworks but struggle to keep things on
track when conversations or questions derail your agenda.

CONSULTANTS MANAGERS
Leading their clients Helping their teams
through collaborative plan and achieve
work efforts. better outcomes.

COURSE SYLLABUS: DESIGN YOUR FACILITATION STRATEGY 3

 TIME COMMITMENT
This course takes place over three consecutive
days. Each day contains a set of videos for
learners to watch on their own time and includes
DAY 0
a 90-minute live, instructor-led session.
Identify your scenario
In addition, you’ll have homework assignments
Identify a challenge or opportunity
between live sessions to practice the concepts. to explore with a workshop
Be ready to share and discuss in the live involving multiple stakeholders.
You’ll use this scenario throughout
sessions. the course to work through the
design process and be ready to
facilitate it by the course’s end.

COU
RSE GOAL

DAY 1 DAY 2 DAY 3

Preparation is the key Strategy validation
Design for success
to success and logistics
· The importance of · Double-sided Pencil · Knowing the plan is
1 preparation
· XPLANE’s unique style of
1 · Activity building blocks 1 complete
· Mapping the experience
facilitation and core for your users
principles · Get the team in place
· Identify your session scenario

Building your Building a run of show

Purpose and people session strategy

2 · Defining purpose and

objectives
· Knowing your audience
2 · Plotting the blocks
· Mapping to the audience
and thinking about hybrid
2 · Present your plan and
live feedback
· Build your run of show
· Workshop design canvas or virtual accommodations
· Planning for feedback

COURSE SYLLABUS: DESIGN YOUR FACILITATION STRATEGY 4

 BEFORE THE COURSE, DAY 0

W HAT TO EXPECT IN THIS COURSE

This course is designed with busy professionals in mind. VIDEO
BE READY TO: Welcome!
· Consider multiple variations of a workshop plan, working with
building blocks in MURAL
· Share your plan and provide feedback to other learners

VIDEO
THE PURPOSE OF THIS LESSON IS TO:
Getting started in MURAL
· Introduce your instructor and share what to expect in this course

IN THIS LESSON, YOU WILL:

· Locate course resources and be ready to complete course work
· Practice using MURAL
· Collect data or information sources for your story
ASSIGNMENT
Identify a challenge or opportunity to explore with a
workshop involving multiple stakeholders. You’ll use this
scenario throughout the course to work through the design
process and be ready to facilitate it by the course’s end.

COURSE SYLLABUS: DESIGN YOUR FACILITATION STRATEGY 5

 DAY 1, MODULE 1

PREPARATION IS THE KEY TO SUCCESS

THE PURPOSE OF THIS LESSON IS TO: VIDEO
· Demonstrate the impact of proper planning and workshop goals What makes facilitation good (or bad)
on business outcomes
· Be better at preparing for a session through workshop design
· Introduce the core principles: Visual Thinking, Co-Creation,
Human-Centered
VIDEO
IN THIS LESSON, YOU WILL: XPLANE’s core principles

· Reflect on personal experiences of facilitation and identify

areas for improvement in planning
· Describe your session scenario by identifying a topic or
challenge that can be explored in a work session involving
multiple stakeholders and outlining the objective VIDEO
Preparation is the key to success

VIDEO
Introducing the framework canvas

ASSIGNMENT
Set your objective—describe your session scenario

COURSE SYLLABUS: DESIGN YOUR FACILITATION STRATEGY 6

 DAY 1, MODULE 2

PURPOSE AND PEOPLE

THE PURPOSE OF THIS LESSON IS TO: LECTURE
· Introduce the facilitation planning canvas Introduce the Workshop Planning Canvas
· Get started with hands-on planning
· Adjust the focus of a session to zoom in or out to gain
the right perspective
ACTIVITY: MURAL
IN THIS LESSON, YOU WILL: Purpose: Working in pairs, identify the purpose for the
session you’re planning using the Workshop Planning
· Define the objective and desired outcomes of a session Canvas in MURAL
with a purpose and problem statement
· Identify the right participants with Stakeholder Mapping
· Anchor session topics using an Elevation Map, narrowing
in on the right zoom level ACTIVITY: MURAL
· Discuss how using the principles change your preparation
approach from what you’ve done in the past Elevation: Working individually, set the altitude for the session

ACTIVITY: MURAL
People: Consider the people who should attend the session;
share work done thus far in pairs

ASSIGNMENT
Complete any work you were unable to finish in the
live workshop

COURSE SYLLABUS: DESIGN YOUR FACILITATION STRATEGY 7

 DAY 2, MODULE 3

DESIGN FOR SUCCESS

THE PURPOSE OF THIS LESSON IS TO: VIDEO
· Dive deeper into the pieces and parts of planning Setting the elevation
a workshop
· Map out the shape of an effective workshop
(Open/Explore/Close)

IN THIS LESSON, YOU WILL: VIDEO

Design Approach: Double-sided Pencil
· Select the appropriate facilitation building blocks
· Assess whether there is a balance of activities across
the double-sided pencil

VIDEO
Design Approach: Building Blocks

VIDEO
Design Approach: Selecting your Building Blocks

ASSIGNMENT
Begin outlining your agenda; select building blocks best
suited for your scenario to fill in the Double-sided Pencil

COURSE SYLLABUS: DESIGN YOUR FACILITATION STRATEGY 8

 DAY 2, MODULE 4

BUILD YOUR SESSION STRATEGY

THE PURPOSE OF THIS LESSON IS TO: LECTURE
· Continue working on the workshop planning framework Examples of session design plans
· Build confidence in your ability to plan for your unique situation

IN THIS LESSON, YOU WILL:

· Balance group vs. individual exercises in a connected sequence ACTIVITY: MURAL
· Plan for synchronous and asynchronous moments to make the
Working individually, continue mapping activities to your
best use of workshop time
audience and the Double-Sided Pencil
· Present your draft plan and provide feedback to peers on their
draft plans

ACTIVITY: MURAL
Working in pairs or small groups, share your draft plan and
thought process, and invite feedback

ASSIGNMENT
Validate your session plan: Identify risks and consider
alternatives

COURSE SYLLABUS: DESIGN YOUR FACILITATION STRATEGY 9

 DAY 3, MODULE 5

STRATEGY VALIDATION AND LOGISTICS

THE PURPOSE OF THIS LESSON IS TO: VIDEO
· Validate your session plan Validate your Plan
· Prepare your plan for live feedback and logistics

IN THIS LESSON, YOU WILL: VIDEO

· Identify areas of strength or improvement Evaluating your plan by mapping the experience

· Describe the type of help you will need from a

co-facilitator or support role
· IPlan logistics for a smooth session
VIDEO
Facilitation Approach: Assemble your Team

COURSE SYLLABUS: DESIGN YOUR FACILITATION STRATEGY 10

 DAY 3, MODULE 6

CREATE A RUN OF SHOW

THE PURPOSE OF THIS LESSON IS TO: LECTURE
· Build confidence in your workshop plan, having taken Demonstrate how to use the Experience Map and the Punch
a holistic view List to assess your plan, and then make it stronger

· Prepare for delivery by mapping out a Run of Show

· Celebrate completion of your plan and the course!
ACTIVITY: GOOGLE DOC
IN THIS LESSON, YOU WILL: Working individually, begin filling in your Run of Show
template
· Provide helpful feedback to peers crafting their own
facilitation plans
· Create a Run of Show to think through what practice,
resources, and assistance you will need for facilitating DISCUSSION
your session
· Consider what needs to happen between crafting the Group discussion and Q&A: Share progress so far on the Run
plan and the session of Show, providing feedback and ideas to peers

COURSE SYLLABUS: DESIGN YOUR FACILITATION STRATEGY 11

 XPL ANE’S COMPETENCY MODEL
DEFINITIONS
A competency model
describes the collection of
skills, knowledge, and behavior
needed to be successful
working toward a particular
goal. XPLANE has defined the
key attributes for what it means
to be an effective XPLANEr
using visual thinking and
championing change.
The goal of each course is to
help learners develop and
deepen their skills across several
elements of the competency
model. Highlighted to the right
are the areas of focus for the
Design Your Facilitation
Strategy course.
How is it used?
The model is used to guide
course development so activities
and content are supporting the
behaviors learners will need in
order to grow into their desired
role(s). We can ask:
· What activities and content
will enable learners to
master this competency?
· What evidence will we look
for that indicates they have
or have not mastered this
competency?
COURSE SYLLABUS: DESIGN YOUR FACILITATION STRATEGY
AUTHENTIC
Empathetic: Recognizes people
are involved, is human-centered,
can take alternate points of view
Acts with integrity:
Demonstrates a belief in the group
and its possibilities, approaches
situations with a positive attitude,
encourages trust in the experience
of others
Questioning: Displays
situational awareness to ask
the right questions, inquires
into different views, invites
the opinions of others
FACILITATOR
Creates a collaborative
environment: Builds shared
understanding with the group,
creates a safe space to capture
opinions and feedback
Evokes the creativity of the
group: Draws out participants
with various approaches to
learning and ways of processing
information, encourages
out-of-the-box thinking
Guides groups to appropriate
and useful outcomes:
Establishes clear context for each
session, selects clear methods and
processes that fulfill success
criteria
CLARITY
Confidence presenting:
Communicates ideas with
enthusiasm and purpose,
establishes an effective
demeanor to extend influence
Storytelling: Uses the elements
of storytelling to capture
imaginations and communicate
in a way people resonate with
Insights: Uses visual
representations to surface
business insights from data
and inspire action
ENGAGING
Interested in progress: Takes
an interactive approach to
project work and learning
from experiments
Adapts processes and
approaches: Responds to
changing situations and needs
of the group with alternative
plans while still working
toward the objective
Honors and recognizes
diversity: Encourages positive
regard for the experience and
perception of all participants,
creates a climate of trust and
safety
CREATIVE PURPOSEFUL
Generating ideas: Comes up Leadership: Inspires others to
with a variety of approaches to act, extends influence through
problem-solving, solicits inputs relationship-building,
from a variety of points of view communicates a visions to others
and lead them toward achieving it
Sense-making: Finds new
opportunities through synthesis/ Defined point of view: Shares
reorganization, relies on what they know and can lead the
assumptions and create work to achieve defined vision
new understandings and objectives, develops an
image of an ideal working state
Range of deliverables: Can
for an organization
produce visual artifacts in a
range of fidelity, depending Integrates perspectives:
on the context and need Demonstrates a willingness to
listen to suggestions from others to
try new ideas, works with others
to reach a creative solution
STRATEGY
Strategic thinking: Emphasizes
the broader, longer-term vision
and values as a means of guiding
decisions and actions
Managing ambiguity and
change: Navigates complex
problems and offers actionable
strategies and solutions, facilitates
the adoption of change initiatives
Challenging the status quo:
Assesses forces that are
promoting or inhibiting an
idea for change, willing to
act against the way things
have traditionally been done
to create improvements
12
 MEET YOUR INSTRUCTOR

MALARIE JURICEV
Director of Consulting, XPLANE

Learn more
about Design
Your Facilitation
Strategy
As Director of Consulting at XPLANE, Malarie leverages her 20+ years of expert and other
facilitation experience to design and lead discovery workshops for our clients. XPLANE
Malarie is passionate about modeling and sharing the power of effective
facilitation, which she sees as a balance of preparation and agility. She
courses.
champions a digital-first mindset and the power of virtual collaboration For any additional questions, drop
technology as a way to create a truly inclusive environment for all participants. us a line at store@xplane.com.

COURSE SYLLABUS: DESIGN YOUR FACILITATION STRATEGY 13