connecting to users

CONNECTING WITH USER

REPS & THE COMMUNITY

-- GETTING THEIR BEST

IDEAS

Jan Ison

ILEADU

June 2010

THE OUTCOMEUnderstand basic elements of

being a Facilitative LeaderHave 3 outcomes and an agenda

for next meeting with User Representative

Have some tools that can be used for any meeting or “get together” more productive

CONNECTING & ENAGING SOFT SKILLS Be A Leader Be A Facilitative Leader Create Outcomes Create Agendas Record the Actions Follow-up

FACILITATOR Enables groups to work more effectively Content Neutral Does Not take sides Does Not Advocate a point of View Advocates for fair, open and inclusive

process Contributes structure and process Supports everyone to do their best

thinking Encourages participation

LEADER MUST BE ABLE TO: Listen actively, paraphrase what you

hear, ask open-ended questions, summarize what’s been said, clarify confusion.

Present issues, identify key points, manage disagreement, find agreement.

Be Informed of different perspectives, encourage input, resist making judgments, know who makes decisions and communicate to the team.

Ability to motivate others

FACILITATIVE LEADER Part of the team/group Helps the team to work more effectively Can advocate a point of View but must

encourage others to do the same Advocate for fair, open and inclusive process Contributes structure and process Supports everyone to do their best thinking Encourages participation

REQUIRES MORE DISCIPLINE THAN THAT OF A FACILITATOR

THE OUTCOME

Understand basic elements of being a Facilitative Leader – ????

Have 3 outcomes and an agenda for next meeting with User Representative

Have some tools that can be used for any meeting or get together to make it more productive

SUCCESSFUL MEETINGS, COLLABORATIVE SESSIONS, “GET TOGETHERS” PRODUCE:

FRUSTRATING MEETING/COLLABORATIVE SESSION/GET TOGETHER

SUCCESSFUL MEETINGS HAVE CLEAR OUTCOMES

WHAT IS YOUR OUTCOME?

WRITING OUTCOMES List of Agree Understand Update Report Have a plan OTHERS -----

WRITING OUTCOMES FOR “GET TOGETHERS” Be specific Descriptive Action Concise one or two sentence

statements Not objectives or goals that are

broad

OUTCOMES FOR NEXT “GET TOGETHER”

WITH USER REPRESENTATIVE

THE OUTCOME

Understand basic elements of being a Facilitative Leader

Have ✔3 outcomes – ???? and an agenda for next meeting with User Representative

Have some tools that can be used for any meeting or get together to make it more productive

SUCCESSFUL MEETINGS HAVE WELL PLANNED AGENDAS

AGENDA

AGENDATopic Process Wh

o Time

WelcomeGround RulesReview

OutcomesReview

Agenda

List/Clarify/AgreeReview/Revise/AgreeQ & A/ Agree

JanAll

15 minutes

AGENDATopic Process Who Tim

e Business Information Needs

ListQ & AClarify

ILEADERUser Rep & Ileader

20 minutes

GRAPHIC AGENDA

SOME MEETING TOOLS: Brainstorm List Pairs Categorize Prioritize Attribute Listing Reverse Brainstorming

DESCRIBE A GREAT MEETING

BRAINSTORM

MIND MAP

POST – IT - NOTES

SURFSTROMING

Google Alerts Twitter feeds RSS Feeds Trendwatching www.trendwatching.com/

ETC

ONLINE TOOLS Webstorm Online Mindmaps Blogs Twitter Facebook

AGENDA FOR NEXT “GET TOGETHER”

WITH USER REPRESENTATIVE

THE OUTCOME

Understand basic elements of being a Facilitative Leader

Have ✔3 outcomes and an

✔agenda -- ???? for next meeting with User Representative

Have some tools that can be used for any meeting or get together to make it more productive

SUCCESSFUL MEETINGS HAVE A “WRITTEN” RECORD & NEXT STEPS

WHY RECORD?

DESCRIBE A GREAT MEETING

FRUSTRATING MEETING/COLLABORATIVE SESSION/GET TOGETHER

RECORDING Flip Charts Sharing your desktop in meetings

and on phones Using online tools such as Adobe

Connect – the White Board feature Record Accurately what the

individual says – do not use your own words unless you get approval

RECORDING IS IMPORTANT TO -- Validate each person’s ideas Helps to keep collaborative session on track

Record of what what happened

Record of decisions Joint process

RECORDING DOES NOT NEED TO BE Formal Onerous Precise

RECORDING YOUR NEXT MEETING WITH YOUR USER

REPRESENTTIVE

THE OUTCOME

Understand basic elements of being a Facilitative Leader

Have ✔3 outcomes and an

✔agenda for next meeting with User Representative

Have some tools that can be used for any meeting or get together to make it more productive -- ????