Week 14 – Getting ready to facilitate the Scale-up Workshop

Week 14

Getting Ready to Facilitate the Scale-up Workshop

This guidance note focuses on facilitating each section of the Landing Workshop. Please download the slide pack and have it in front of you. Click on the “+” sign to see the step-by-step guide to facilitate each session. At the end of this guidance note, you can download a summary of the facilitation guide.

Purpose: Send a message that we are an organization that values team work and commitment to ending GBVF. 

1. Opening to set the tone that today celebrates success and learning.

  • Welcome team members, mentors, and other leaders to the Workshop and share the objectives and agenda.
  • Check-in – Use a positive and inspiring check-in question. For example, share one thing that surprised you about yourself in the past 30 days – a small discovery, a moment you savoured, etc.

2. Listen – Ask stakeholders in the room (from outside the team) to take notes during the show & tell: 

    • Questions to ask afterwards
    • Team practices to try in other parts of the organisation
    • Suggestions for the team

3. Show & Tell – In the midst of all the creative work the team has done to present their experience, make sure the team touches on the following: 

  • The 30-Day goal
  • Progress towards the goal
  • Other achievements the team is proud of
  • Problems encountered, and how these were handled
  • Innovations the team tried – and what they learned from these 
  • Personal shifts and transformations – how team members were affected by the experience
4. Reflections and & Comments
  • Invite others in the room (leaders and possibly members of other 30-Day teams) to comment on what they heard: what took them by surprise? What inspired them? Where do they see the possibility of replicating some of what they heard? What questions do they have
  • Offer your own reflections on the experience supporting the team. Make these reflections about the team and not about yourself. 
 

Ensure that the 30-Day Project Properly Lands

Note: this agenda item is skipped if there are no lingering actions the team needs to do to complete the project.

  1. Set the Stage: Applaud the team’s incredibly hard work over the past 30 days. And despite that, “the team is eager to complete a few more tasks that will enable them to declare complete victory as they cross the finish line.”
  2. Invite the team to present the “Final Sprint” Plan they developed in preparation for the Landing Workshop
  3. Invite the Mentor and Leaders to comment on the plan:
    • “Does this seem reasonable?”
    • “Are you OK with extending the team mandate by another x days?”
    • “Can you commit to the support they are requesting to complete their final sprint?” 

Purpose: Increase the odds that the gains made in the 30-Day project are sustained.

  1. Set the Stage: “The team has done some thinking on what it will take to ensure that the gains they made in the last 30 days can be sustained and even amplified. They will present action recommendations to leaders. It may not be possible to make decisions on these here and now, but we’d love to hear initial perspectives on these from the leaders in the room.” 
  2. Present Recommendations. Invite the team to present the Sustainability Action Recommendations they developed in preparation for the Landing Workshop
  3. Solicit Feedback from the  Leaders. For each recommendation:
    • “What are your initial thoughts on this?”
    • “Is there consensus or decision that that organisation can commit to this?”
      • “If yes, who will be responsible for making sure it happens?” 
      • “If this requires more deliberation by leaders, when will you be able to get back to the team with a decision on this? And who will own this decision?”

Consolidate and Scale 100-Day Challenges – ideas for the team

  • Assign a member of the leadership team as the “owner” of the change in behavior, practice, or policy. This may fall naturally under the purview of someone on the leadership team, or it may need to be assigned to someone. The “owner” will report periodically to the leadership team on how well the change is being sustained in the organisation.
  • Include a status update on the change in the company newsletter – to keep the issue visible to all staff.
  • Recognise and publicly congratulate individuals in the organisation who exemplify the new behaviours, practices, or policies.   

Purpose: Make sure the organisation continues to build on the momentum, by committing to do additional 30-Day Challenges that help improve their GBVF maturity

  1. Set the Context:  “The team will share their thoughts on where to go from here, in terms of additional 30-Day Challenges that will move us forward on our GBVF maturity journey.” 
  2. Proposed Road Map Ahead. Invite the team to present their thoughts on what to focus on next.
  • Follow-on 30-Day Challenge?
  • New focus area for 30-Day Challenge?
  • Multiple 30-Day Challenges as once?

3.  Leadership Decisions:  Invite leaders to have a conversation about the options proposed by the team. If a decision is made to proceed with one or more options, facilitate a conversation to decide on (a) a mentor for each 30-Day Challenge and (b) the timing to get this underway. Leaders can also decide on team members for each 30-Day Challenge if there is time and energy. 

 End on a high note, strengthen the relationships built in the 30 days and create a sense of closure to an intense experience. 

  1. Gratitude. Thank the leaders for their engagement and for “agreeing to be on the spot.”  
  2. Assessment of the 30-Day experience. Use the mentimeter you created before the workshop to get feedback from participants on their experience of the 30-Day challenge.

Questions to include :

      • Rate your perceptions of the extent to which the three hallmark behaviours emerged in the past 30 days?   You can use a scale from 1-5 with one Not changed and 5 being dramatically more
            • More intense collaboration?
            • Faster innovation?
            • More disciplined implementation?
      • “To what extent would you recommend this experience to colleagues and peers invited to participate in a 100-Day Challenge on GBVF?”   
          • This is the Net Promoter Score (a method of using a single survey question to gauge satisfaction with a product or experience). Vote from 1 to 10, with 1 standing for: “Are you kidding me? I’ll tell them to run to the hills…” And 10 standing for “I would recommend it wholeheartedly and with zero reservations”.
      • Write a short note to future 30-Day Challenge team members with advice to them. 

3.  Workshop feedback (5 min): Ask the team to complete the short workshop feedback survey to help improve your facilitation.

4. Appreciations.  Ask team members to reflect (individually and silently) on specific things that others did during the 30 days that were over and above the call of duty and that they particularly appreciated.  Find a creative way to have them share this with each other. See below for some ideas on how to do this.

5.  Final Closing  – End the 30-Day journey with an uplifting closing. Here are some ideas:

    • Tell an inspiring story from this or past team experiences – that goes beyond results and performance.
    • Generate a word cloud using Mentimeter.” one word that describes this experience”, or that describes how you are feeling now”
    • Invite participants to offer closing remarks and ask the mentors to have the last word.

Remember to take group photos and photos of the flip charts in case these get lost. 

Downloads

Click to download the slides and facilitation guide that gives you a summary of the steps in each of the sections.

Weekly Assignment

Thought starter reflection questions

Jot down thoughts on these questions – to the extent they are relevant to your experience at the session:
  • When did the mood in the event shift from “why are we here?” to “this could be interesting – I am excited to be part of this.” What triggered this shift? 
  • When did you have to go “off script” on the agenda or to change the agenda? What triggered this? What did you adjust? How did it go?
  • What was most surprising to you at the event?
  • What new insights did you gain about the issue at hand, and about the way leaders in the system interacted with each other?
  • Where did the conversation get stuck? What got it unstuck?
  • How would you characterise the level of trust among participants in the meeting? To what extent did this shift as the meeting progressed? To what do you attribute this shift, if indeed it happened?

Thought starter...

Reflection Questions 

Jot down thoughts on these questions – to the extent they are relevant to your experience at the session:

  • When did the mood in the event shift from “why are we here?” to “this could be interesting – I am excited to be part of this.” What triggered this shift? 
  • When did you have to go “off script” on the agenda or to change the agenda? What triggered this? What did you adjust? How did it go?
  • What was most surprising to you at the event?
  • What new insights did you gain about the issue at hand, and about the way leaders in the system interacted with each other?
  • Where did the conversation get stuck? What got it unstuck?
These are 100-Day Challenge Mentors. 

They did some work before you received the Challenge Note. This included:

  • Writing the Challenge Note, and making sure that the leaders of all the organisations represented on the team are comfortable with it – and committed to supporting the work of the team
  • Helping the leaders of these organisation recruit you and your colleagues to the team
  • Gathering some baseline data and other information that will help you and your teammates set your 100-Day goal and develop your plan.
  • Making sure all the preparations are made for a successful Lift-Off workshop, when you and your teammates will meet and get your 100-Day Challenge started. This includes venue, facilitation support, food, swags, comms, travel arrangements and whatever else is needed.

 

Mentors will participate in all or part of the Lift-Off Workshop, mostly at the start to provide context and answer questions, and at the end to give you and your teammates feedback about the goal and plan you develop.

During the 100 days following the Lift-Off Workshop, here’s what the Mentors will do:  

  • They will check in every two weeks with the team leaders to see how the team is doing and what support they and the team need.
  • They will keep other organisational leaders informed and engaged during the 100 days, and pull them in to help as needed.
  • They will participate in the last part of the Refuelling Workshop, halfway through the 100 days, to see what additional support the team needs, and to begin to plan with the team for sustainability and scale-up.
  • They will work with the team at the Sustainability Workshop to finalise recommendations on sustaining the results and building on the work of the team.