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This page is an overview of facilitation and hosting techniques practiced at FoAM for over a decade.

With thanks to Maggie Buxton, Simone Poutnik, Hendrik Tiessinga (and others from The Art of Hosting community), Nick Payne, Ineke Van Mulders, Edel Maex, Christina Stadlbauer, Helga Hartl and many others who have facilitated workshops, held trainings and retreats through which we experienced the practice and the craft of hosting and facilitation.

Why call sessions about facilitation methods a craft? Because it is a practice, you can only learn it by doing. It is said that by the time you put in 10.000 hours, you can consider yourself to have mastered the basics. It is also artisanal, hand-made, customised for each occasion, never the same.

Facilitation, moderation, process guide, dialogue coaching and hosting. Hosting might capture this practice best: it is a service of being a host to a group of people - welcoming people into a place, making them feel at ease. As a good host, you pay attention to everyone's needs and make sure everyone's involved.

Dinner party

Exercise: If you think of a good dinner party:

  • How would you describe the host? write their characteristics and actions in a connected 'cloud' (e.g. a host is kind, energetic, perceptive, prepared, able to improvise on the spot, anticipates the guests needs, brings people together, designs the flow, guides conversations…)
  • What are the elements of a good dinner party? Make a list of key elements needed for a good dinner party (e.g. people, atmosphere, refreshments, flow, good conversation, energising group dynamics…)

Visualise a cloud of characteristics and actions of the host and another one of key elements of a dinner party.

Hosting workshops or meetings isn't too different from hosting a dinner party. The role of the host in both is to:

  • welcome guests
  • set the atmosphere
  • frame and guide conversations
  • make sure everyone is introduced to each other
  • encourage networking
  • resolve conflicts
  • manage flow and timing
  • wrap-up
  • send people home when it's time
  • conclude and follow-up.

A few key things to think about when hosting

  • People (host, participants)
  • Content, conversation topics
  • Flow
  • Space/Atmosphere
  • Refreshments
The Host

Every hosting session starts with the host, his/her presence. The host's inner and outer appearance can set the tone of the meeting. The frame of mind of a host can influence how the participants feel as well. If you're stressed or worried, this will carry into their conversations as well. It's important to take time to let your worries and moods go. The host is like a river bed that gives shape to the water (the flow of the conversations) an entity through which everything flows. If your 'river bed' consists of big mental boulders and emotional dams, the flow will be interrupted, steered away from its course, staled or rushed.

Begin a hosting session by making sure you're comfortable with yourself, the room, the format and the topics chosen. This begins with a good preparation, well in advance. When you arrive to the meeting spot, you should be confident in your plan. Even with good preparation, we all get nervous before a 'performance' It might be necessary for you to find a way to ground yourself, to 'cleanse' your body and mind, as well as the room you're in from anything that has come before this moment.

Exercise: Think about one or more small rituals that can help you feel at ease in the space and with yourself. For example:

  • a simple 3 minute breathing exercise: begin with asking yourself “what am I demanding from myself and others at this moment?” watch what arises in your mind and observe your reactions for about a minute. Then let go of your thoughts and breathe deeply, at least 10 breaths. Breathing out, you let go of your demands, breathing in, you feel fresh and open.
  • a longer 10-15 minute meditation: start with focusing your attention on your breath, then your whole body, the envelope of your body and its connection to the air, the air in the room, the sounds that the air brings to your ears, (what you can see without looking), the whole room and everything in it, and expand your attention to infinity, that includes the people you're hosting, their mind-states and expectations, then finally return to your body and your breath.

Aside from the inner presence, the outer presence - your appearance is as important. to begin with, your posture: try having a conversation while leaning in, sitting straight and comfortable, or hanging back, draped over a chair. How does each of the postures change your conversant's perception of your interest? Leaning in too much might drain your energy quicker, as you're probably forgetting to include yourself; leaning back might give your partner the feeling that you don't care and leave them alone to solve their problems; crossing your arms on your chest makes you feel distant and reserved, etc. Experiment with it and check with yourself while you're hosting - “how am I sitting/standing now?” and correct if necessary, until you feel present, centred and comfortable. Facial expressions are equally important as posture. If you feel tense, try lifting the corners of your mouth into a smile and see how that feels. Combined with one slow breath can do wonders in a tense situation, and it takes only 1-2 seconds. Watch what you do with your hands: are they relaxed in your lap, or wildly gesticulating, or something in between? You can use your hands to accentuate a point you're trying to make, or to involve people in the conversation. In tense situations, touch can be helpful (a little pat on the shoulder, or a light brush on the arm…) - but touch can also be perceived as too intimate, or culturally unacceptable, so you have to be careful to judge when it's ok to touch and when not.

Finally, what might seem frivolous - think about what you are going to wear. The lines of the clothing (angular and strict, flowing and relaxed, messy and playful…) and their colours can have an impact on the mood of the conversation as well. There are colour theories that you can look at, but you can also intuitively check with yourself what colours resonate with you - this will help you at least get in the right frame of mind.

The participants

The participants will necessarily have different character traits. They might be outgoing, team-spirits, introvert, rebellious, contrarian… There are people who like to take over conversations, and others who are silent, some listen, others don't. Depending on their characters, they will assume a different role in the group. There is always someone in the group who will be more difficult, or less involved. You might see them as people who make your job difficult, but be aware that these roles are necessary to have an interesting group dynamics. If everyone was always pliant and agreeable, they would never challenge the status quo and there wouldn't be much conversation. So it's important not to 'scapegoat' difficult individuals, but to see them as an important part of a dynamic system. It's interesting to observe that when you remove one of these 'difficult' individuals, someone else will assume the 'difficult' role.

If you have a chance to decide who is invited, take this opportunity to “design the group” that will include a diversity of people's interests and characters. An interesting way to do it, if you know the people involved is to look at every person and find at least two people with whom they share interests or expertise. At the end you should have a closed loop, with densely interconnected relationships.

Communication

However, even in a well thought trough invitee list, you still don't know what will happen. It is the hosts' task to observe the group dynamics as it is developing and to steer it gently, or a bit less gently if the conversations are going off-track, or in circles, or if some people dominate the conversations for too long. The words gentle and patient are crucial here. Think about how children react to a calm or an abrupt interruption of something they shouldn't be doing. The same principle applies in hosting. Only in rare occasions do you put people on the spot, most often you invite, suggest, offer different options, without forcing people to do anything (otherwise they might rebel…). For example:

  • how about we pause this conversation for now and return to …, we will continue this thread in our next session/over lunch…
  • I invite you to… / Let's / (Rather than You now have to…)
  • I'd like to suggest to…

Another important aspect of hosting is observation. It is your task to observe if people are engaged. You can see this not only in how they speak, but also in their facial expression, posture, eye movements… Most of us have an intuition that tells us if someone is paying attention to us speaking.

Exercise in pairs: Tell me a story

  • Take turns to tell a story. First person A talks, while person B listens. In the next round, person A continues to talk, but person B stops listening. Reverse roles after this round. Discuss your findings in the larger group.

Having an intuition about people's attention helps decide when to let the conversations take their course, when to step up, calm things down or take them sideways.

A course that can help develop your own communication skills and be more aware of how others communicate: Mindfulness in Communication by Edel Maex in Antwerp. Maex uses a tool he calls “Communication compass” in this course, to be able to talk about communication.

perspective of the other
	  |

information ——o—— experience

	  |
  my own perspective

A good conversation is somewhere in the centre of the two axes. If you place yourself too much on either side of the perspective axis, the conversation will become a monologue (sometimes this can happen even if both people are speaking, e.g. in a conflict where both people are convinced that they are 'right' about something can close the communication channels, and put you too much in the 'my own perspective' camp.

Exercise in pairs: describe yourself, speaking as:

  • a person who is very close to you
  • a person with whom you have a problematic relationship.

The horizontal range is a continuum between information and experience. The two are often confused, for example when a person describe their own experience as 'objective information', which often happens with statements such as “This is like that”, but it actually means “I have experienced this as that”. The latter statement gives an opening to the perspective of the other person. This happens often in schools: the teacher presents everything they say as 'objective information', while some of it might be their own experience (or inexperience). When a student raises their hand to disagree, the teacher retreats to 'my own perspective', that is again presented as information “i am a teacher, so what i say is true”. It's also important to listen whether people want to hear information or experience: for example the question “what is wrong” should be answered differently if you are a plumber or a nurse in intensive care.

Exercise in pairs: tell each other 2 stories (Person A tells story 1, person B listens; reverse roles, then move onto story 2):

  • job description, focusing only on listing tasks that you do as part of your job
  • describe how you feel at your work.

Compare notes in the group. How do you talk when you describe facts/emotions? How is it to listen to the different topics and ways of communicating them?

As a conversation host, you can be the compass for the group and pay attention where the conversation is going, paying attention to people's perspectives, as well as noting whether information and experience are being confused. It is crucial for you to remain open and aware, regardless of whether you agree with the topics or directions of the conversation (remember, you're just a river bed letting the flow pass over you!). You can just steer the conversation back to the centre of the compass, by pointing to things people said and asking e.g. “is this a fact, or your opinion”, “thank you for sharing your view, would you mind hearing how mr X sees the same situation?”

In most participatory meetings the conversations should be dialogues, rather than debates. Edel Maex describes this as:

  • dialogue: who are you, who am I, what are our views, and what is the vision that surpasses (or builds on) our distinct views
  • debate: this is me and this is you, this is my view and this is yours. in a debate people come out as winners or losers, or through a compromise where everyone supposedly wins, but the vision is lost (aka belgisch compromis / poldermodel).

When designing your meeting/workshop/conversation, think about what is important for the group, in order to know whether you want to steer towards a dialogue or a debate.

“In communicatie maak je jezelf kwetsbaar, in een machtstrijd niet”

Throughout the session you're hosting, you should observe how the communication unfolds, look for signs of loss of attention, skewed perspectives, mixing experiences and facts, and keep an eye on how the collective vision is developing.

Icebreaking

Whoever comes through the door, has come from somewhere else, and this somewhere else has necessarily an impact on how they will participate in the conversations. It needs to be acknowledged that just by walking into a space people haven't necessarily arrived. It's important to have at least 10-15 minutes with no 'content', where people can have a drink, engage in small-talk, go to the toilet…

The moment of gathering the group together is always a bit awkward. You can use a clear sound signal (a bell, a gong, a tea spoon on a glass…), or just project your voice and invite people to come to the space where your session will take place and pause their conversations.

To begin, it's good to have a short “check-in” or “ice-breaking” session. In this session it is your task to help people really arrive, meaning that they should let go of whatever came before and focus on being fully present now with the people in the room, committed to each other and the process. There are many ways to do this, and it depends on your group how you choose to do it. It helps to do something “physical”, but it isn't necessary. What's important is to give everyone a chance to introduce themselves and to see each other as fellow humans, regardless of their social standing, place in a hierarchy, or a job title. A few examples:

  • “How are you?”
  • “Shake off your worries and expectations”
  • “Introduce yourself in 3 keywords”
  • Sociometry exercises - “How old are you”, “Where do you come from”, “Touch the person you've known the longest”…
  • “Choose a new name”
  • “Pick a plant and describe why”
  • “Describe your inner weather”
  • “Pick an animal that resonates with your character and describe it”
  • “Pick a word that describes what you're passionate about”

Exercise: Everyone hosts one or two ice-breaking sessions. At the end of each ice-breaker, discuss about the effects of the exercises (what worked, what didn't, when should it be used…).

By now we should have all the participants in the room, they arrived and introduced themselves to each other, and there is a nice buzz of anticipation. At a dinner party, people have had their aperitifs, have sat down in anticipation and you might now bring out the menu and an amuse bouche. In gatherings that we're talking about this moment is called “framing”. The menu in our case describes of the flow of the session and the amuse the topic of conversation. Framing is about creating a more or less fuzzy boundary around all the possible conversations that could arise. Good framing does the same as the frame of a painting, it separates the painting from the rest of the wall, it draws our attention to what's inside it, without being overly present. As with a painting, you start with looking at the painting first to experience it as a whole, then look at its the technical aspects - with framing it's best to first talk about the content of the conversations, then give instructions about the flow. If you are not the person who frames the content, then you should do a short introduction first about the objective of the gathering and the flow, and then invite the 'content person' to briefly talk about the topic.

Thematic framing and powerful questions

Aside from defining the boundaries, framing can tickle people's imagination, making the topic of the conversation tangible and exciting. Framing the topic of a conversation as a question invites curiosity, dialogue and participation - our brains are wired to look for answers to questions, while a theme or topic can sometimes not speak or engage us enough (or we feel that we're not knowledgeable enough about it to be able to hold a meaningful conversation). Asking a good question is an art in itself. You should give this sufficient attention when preparing. There is an excellent paper on "powerful questions" that can help you prepare.

Questions for group conversations are the ones that can't be answered with a simple yes or no, this or that. Otherwise the discussion will be very short. For example, a question “will we survive the next winter” is better asked as:

  • how will we live next winter?
  • what will our next winter be like?
  • why are we afraid of the winter?
  • what will we do to survive (and thrive) next winter?

What (if), how and why questions usually have sufficiently juicy answers to allow for interesting conversations and multiple perspectives. Why questions can be seen as patronising, so the tone of voice in delivering a why question is important. A good question will stay in the heads of the participants throughout a session. It should be clear and probing, able to stir stale conversations. It should touch people's lives, where they are at that moment and make them curious about where they could or would like to be.

Exercise: try posing a yes/no question and finding a few more open or inspiring alternatives.

Paraphrasing from The art of powerful questions: a powerful question is a three-dimensional one. The three dimensions are: construction, scope and assumptions. Construction is about phrasing of the question (see the paragraphs above) - which words you use can inspire or demotivate people. The scope is about tailoring the question to the capacity of people's action - where can people make immediate difference (e.g. family, organisation, community, global society). Finally, every question will have your or wider assumptions built into it, assumptions that might not be shared in the group. We should be especially aware of negative assumptions (“what did we do wrong?” could be better phrased as “what can we learn from what happened?”). Having a question focus on the problem, can make people defensive or disengaged. It's helpful to check if the question encourages learning, reflection, collaboration and/or exploration rather than blaming, competition or justifying.

Before the gathering design several questions and check with someone you trust to see which one resonates better and is seen as more 'powerful'. Play around with changing the construction and the scope of a question and check your assumptions. Even if you come up with a question that satisfies you, check with the group if they can find themselves in it. Or even better, help the right question emerge from the group (time allowing!). In this way the 'ownership of' or familiarity with the question will be stronger in the group.

Exercise: Design a powerful question. Context: A bureaucrat from the Flemish Authorities asks you to host a workshop about the “future of the art sector in Belgium”. The participants are a mix of government officials, business people, representatives of arts organisations, artists, designers and journalists. You know that the topic is extremely dry and has been discussed for years, making the people from the sector are overly saturated and feel that they don't have enough agency to make a difference for this future. Challenge: Design a question and frame it in a way to make the invitees excited to participate. Result: Each person presents their framing and the question. We discuss the questions and experiences in the group. Which characteristics of powerful questions can we distill?

(From our exercise on 20131031) A powerful question:

  • invites you personally, not you as a group to engage with the topic (you can't hide behind the group)
  • is phrased in a positive and stimulating way
  • calls out for creativity
  • connects to the participants through intuition and feeling (this might not work in all groups, the framing of the question should pad it in enough intellectual substance to speak to the more fact- and perception oriented people)
  • has the ability to take you elsewhere and allow you to leave the burden behind
  • works inclusively, even for very diverse groups of people
  • speaks to imagination, can be seen as poetic and beautiful (again, not for all groups)
  • makes the participant think: “i want to be a part of this”
  • uses speculation and imagination to stimulate forward thinking
  • encourages playfulness and flights of fancy (can be even seen as 'crazy')
  • can be delivered with a joy and excitement in the voice or with calmness, softness and earnestness, depending on the topic
  • reminds people of the importance of the topic (waardering, back to the fundamentals…)

Framing the flow and participation

The flow is the 'menu' of the session. “This will be served now, then comes this, then this.” Flow should be described as clearly and succinctly as possible. If possible have it written up on a wall or on individual hand-outs. People tend to like to know what will happen next, or how far they got. Throughout the session it helps to keep repeating what you did and what is still to come. It seems to reassure people that you're on the right track. It is important to mention why people are there and where they're expected to go. Many people want to know what the goal or the outcome is, but make sure you allow enough space for exploration (for some too much structure can be stifling).

You can start by framing the goal of the session (even if it is something like “we're here to get to know each other better”), as related to the topic or question. Then describe the flow from beginning to end, without too much detail. There will be a separate session on how to design a flow of a gathering (e.g. U theory) once we learned some simple hosting techniques.

With the goal and the flow people will have a picture of what will happen, but still need guidelines to know how they're expected to behave - an etiquette of a sort. For example:

  • please chose to talk to people you don't know (so well)
  • observe, then interact
  • people with blue tags join breakout group in the blue corner

There can also be instructions to avoid disruptive behaviours (“house rules”), which can be defined beforehand, or co-created with the group on the spot:

  • allow others to finish their sentences
  • please switch your mobile phones
  • try to use “I” statements

These instructions should be short, clear and memorable. Specific instructions what to do for each session can be given in the beginning of a session.

next session: 20131216 10-14h: hosting and summarising conversations

A few experiments that we at FoAM scavenged and adapted from various methods

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  • Last modified: 2013-10-31 16:34
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