Training Course: Facilitation Skills & Techniques for Capital Project Workshops (VAL-223)

Valency's interactive facilitator training course can help build your facilitation skills and your organization's internal capacity to support critical workshops throughout the Capital Project Lifecycle.

Learn how to use proven facilitation techniques to boost productivity in workshops and meetings

An effective facilitator will ensure the meeting is focused and promotes engagement so that every participant can provide input resulting in team alignment and a clear path forward.

This course introduces core facilitation skills and proven facilitation techniques applied in today’s virtual environment.

Valency’s Facilitator Training Course Objectives:

  • Understand the role of a facilitator
  • Apply the key principles of facilitation
  • Effectively manage group dynamics
  • Master foundational facilitation techniques
  • Leverage tools and technology available
  • Practice, practice, practice!
Focus Building Facilitation Skills and Capacity to support Capital Project Workshops
Industry Practices Advanced Work Packaging (AWP),
Brainstorming Sessions,
Class of Facility Quality,
Construction Readiness,
Design Review,
Lessons Learned,
Project Gate Review,
Project Definition Rating Index (PDRI),
Risk Management,
Value Engineering
Who Should Attend Program Managers, Project Managers, Design Managers, Designers, Project Engineers, Construction Managers, Technical Managers, Business Unit leaders, Site Supervisors, Operations leaders, Contract Administrators, Maintenance Managers, Risk specialists, Procurement professionals, Quality specialists and others
Delivery Virtual, Instructor-led
Length 3 half-day sessions + self-paced assignments
Class Size Up to 15 participants
Credits 16 Professional Development Hours (PDH)

Register for an upcoming course

March 2022

3 half-day sessions
Tuesday March 1st, 8th, and 15th, 2022

10:00am – 2:00pm ET
VIRTUAL CLASSROOM

VAL-223 Course

$1,299 USD

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Our Clients Said…

“I’ve always considered facilitation of brainstorming meetings to be an “in-person” event, but I’m getting the vision of how this could work virtually.”

Mechanical Engineer

Global Chemicals Manufacturer

“For a virtual training this has been excellently planned and delivered. This will be a challenge for facilitators but this is the new norm. The techniques and tools will help us.”

Process Engineer, FEL Leader

Global Chemicals Manufacturer

COURSE OUTLINE

Facilitation Skills & Techniques for
Capital Project Workshops (VAL-223)

SUMMARY

The role of a facilitator is critical to helping capital project teams achieve success in today’s complex project delivery environment. When effectively conducted, facilitated meetings and workshops generate buy-in, increase team alignment and empower project team members.

This course introduces core facilitation skills and proven facilitation techniques applied in today’s virtual environment that will help project leaders facilitate critical meetings and workshops throughout the capital project lifecycle including:

  • Project Definition Rating Index (PDRI)
  • Value Engineering
  • Class of Facility Quality
  • Construction Readiness
  • Risk Management
  • Lessons Learned

LEARNING OBJECTIVES

At the end of this course, participants will be able to:

  • Understand the benefits of having a facilitated meeting or workshop
  • Explain the role of a facilitator and core facilitation skills
  • Evaluate the objectives of a meeting or workshop and select the most appropriate facilitation techniques and tools
  • Define workshop ground rules
  • Apply facilitation techniques including:
    • Leading open discussions
    • Structured brainstorming
    • Comparison and evaluation of ideas

WHO SHOULD ATTEND

Project leaders that are training to facilitate critical meetings and workshops throughout the capital project lifecycle

COURSE OUTLINE

Introduction

  • Course overview and learning objectives

Introduction to Facilitation

  • Understanding the dynamics of group decision-making
  • Capital project meetings and workshops that benefit from having Facilitator
  • Importance of establishing ground rules

Core Facilitation Skills

  • Core facilitation skills are introduced along with practical examples of how to put each into action. This includes:
    • Organizing the flow of discussion
      • Stacking – helping people take turns
      • Balancing – broadening discussion to include other perspectives
      • Making space for a quiet person
    • Helping individuals make their point
      • Paraphrasing – helping a person summarize their point
      • Drawing people out – clarify, develop and refine an idea shared
      • Intentional silence – allowing a person to organize thoughts or reflect
    • Managing divergent perspectives
      • Tracking – keeping track of various lines of thought in a discussion
      • Linking – inviting a person to explain the relevance of a statement made
      • Calling for responses – maintaining focus to keep a discussion moving
      • Testing assumptions
    • Summarizing
      • Graceful summarize key points and transitioning to the next topic
  • Interactive Exercise – in this case study the project team is conducting a Project Definition Rating Index (PDRI) session. Participants will take turns role-playing the Facilitator and practicing core facilitation skills to apply in challenging scenarios.

Divergent Thinking – Facilitation Techniques & Tools

  • Proven facilitation techniques are tools are introduced for divergent thinking processes.
    • Awareness of creative inhibitors
    • Brainstorming techniques and tools
      • Listing ideas
      • Round-robin
      • Breaking into small groups
    • Categorization of a long list of ideas
  • Introduce the types of meetings and workshops where each technique is applied.
  • Interactive Exercise – in this case study the project team is conducting their first Risk Identification workshop. The objective is to help the team engage all stakeholders and ensure risks are broadly identified in an efficient manner. The instructor will lead the start the structured brainstorming session and demonstrate how to create a safe environment, promote equality in idea generation, and protect against creative inhibitors. Participants will take turns role-playing the Facilitator and leading the group through additional categories in the brainstorming session.

Convergent Thinking – Facilitation Techniques & Tools

  • Proven facilitation techniques and tools to organize and evaluate a a list of divergent ideas are introduced, including:
    • Selecting high-potential ideas
    • Comparison of features
    • Advantages and disadvantages
    • Evaluation criteria
    • Paired comparison
  • Introduce the types of meetings and workshops where each technique is applied.
  • Interactive Exercise – in this case study, the project team is transitioning to the Evaluation Phase of a Value Engineering workshop. Many ideas were generated during the Creative Phase, but now it’s time to generate a short list of ideas with the most potential to improve the project. The instructor will lead the group through a series of activities to demonstrate facilitation techniques including comparison, advantages and disadvantages, and using evaluation criteria.

Summary

  • Revisit the dynamics of group decision-making
  • Review core facilitation skills to practice and refine
  • Summarize the facilitation techniques and tools to apply to critical meetings and workshops throughout the capital project lifecycle.

Download the course fact sheet >>

CERTIFICATE

A certificate of completion and 16 Professional Development Hour (PDH) / 16 Recertification Point (RP) from the Construction Management Association of America (CMAA) will be issued to those who attend and complete the course. The course is conducted by Valency, a Registered Education Provider for the Construction Industry Institute (CII) and a Recertification Point Provider with CMAA.

CII Registered Education Provider

CII Registered Provider

Valency is a Registered Provider with the Construction Industry Institute (CII).

CCM Renewal Points (RPs)

This course is eligible for 16 RPs from the Construction Management Association of America (CMAA).

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