What is Facilitation?

A skilled facilitator makes sure project workshops are productive, engage all participants, increase alignment, and support an effective decision-making process.

Facilitators should always be “neutral” on the content of the workshop or meeting. With most project assurance practices, this means the Facilitator should not be a team member.

Facilitation is also a critical skillset for Project leaders who need to be both a decisive decision maker and know when to use a collaborative process and a facilitative approach to achieve strong team alignment.

The Role of a Facilitator

The mission of a Facilitator is to enable a group to reach a conclusion they would have difficulty reaching on their own.

Tips to being an Effective Facilitator
  1. Begin with an understanding of group decision making and group dynamics.
  2. Any well planned meeting will have an agenda but facilitating an effective meeting to support group decision making also requires a facilitation strategy.
  3. A facilitation strategy starts with determining the “purpose” of the meeting, how the information is to flow and what the expected outcome should be.
  4. To accomplish the purpose of the meeting, specific facilitation techniques, principles and tools can be used to support the process.
  5. Utilize technology and tools to engage participants, capture and visualize information.

Effective facilitators are essential in the capital project lifecycle, but facilitation is a skill that’s often overlooked.

Studies by the Construction Industry Institute (CII) indicate that strong project team alignment drives predictable project outcomes.

Establishing and maintaining strong team alignment requires a commitment to a project culture that fosters effective leadership, communication, and trust.

Part of building this type of project culture is a foundational skillset which includes facilitation.

RECOMMENDED TRAINING

facilitation skills and techniques for capital project workshops
There are no upcoming events.

Upcoming Courses & Webinars

There are no upcoming events.

Frequently asked questions about Facilitation

What types of capital project workshops require a facilitator?

Larger and more complex workshops that require strong participant engagement and collaboration benefit the most from a strong facilitator.

Some examples of workshops and meetings that would benefit from a skilled facilitator include:

  • Advanced Work Packaging (AWP) Workshopsfacilitation skills and techniques for capital project workshops
  • Brainstorming Sessions
  • Construction Readiness Assessments
  • Lessons Learned
  • Options Analysis
  • Partnering Sessions
  • Project Definition Rating Index (PDRI) Assessments
  • Risk Assessment
  • Strategic Planning
  • Value Engineering
Who within the project organization would benefit from facilitation training?

Many individuals within the organization would benefit from developing their facilitation skills. Facilitators should be neutral on the content of the workshop or meeting but have a general understanding of the types of projects and processes involved. Facilitators could be project leaders outside of the project in question, Members of the Project Management Office (PMO) or Center of Excellence (COE) or even from within the Administrative organization.

Some additional examples of typical workshop leaders include: 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

What are some common challenges of facilitation?

There are many challenges to achieving the meeting objectives:

  • Potential for pre-existing conflicts between stakeholders to emerge during discussions.
  • Group decision making by nature means that people will come to the table with different and often competing priorities.
  • Complicated group dynamics will emerge, especially as you work through understanding a wider range of new and sometimes opposing ideas.
  • It takes time to give everyone space to explain and understand all perspectives.
  • And of course, we have different personalities to consider.
How can facilitation skills be developed?

Building facilitation capacity within your organization requires a combination of formal training, mentorship and facilitation assignments (practice).

The virtual, instructor-led course “Facilitation Skills and Techniques for Capital Project Workshops” is an interactive facilitator training course developed specifically for project leaders in the construction industry.

In addition, Valency’s experienced facilitators can provide mentorship in leading workshops such as PDRI or Construction Readiness Assessments.

The team at Valency has supported many organizations in developing skilled faciliators. Let’s talk about how we can support your organization.

Facilitating Capital Project Workshops: Leveraging Diversity in Project Teams

In the construction industry, project teams are incredibly diverse and include a wide range of project stakeholders. These stakeholders represent a variety of knowledge areas with different levels of expertise. Apart from this cognitive and epistemic diversity,...

Collaborative Decision Making – Facilitating Productive Project Workshops

How frequently do you leave a collaborative workshop or meeting feeling frustrated that nothing was really accomplished?  There may have been a lot of great discussions, but people kept going off on tangents.  Maybe too many ideas were proposed, and it was impossible...
guidelines for collaborative hybrid meetings

Guidelines for Collaborative Hybrid Meetings

As businesses transition back to in-office work, a shift to hybrid meetings is underway, where some people attend in person and others attend virtually. For larger and more complex facilitated workshops that require strong participant engagement and collaboration such...

Key Facilitation Techniques for Leading Capital Project Workshops

A common misconception around strong facilitators is that they were born with the skills necessary to facilitate productive workshops. The ability to guide a group to reach a conclusion is ultimately achieved through the understanding and practice of core facilitation...

Facilitation Techniques for Capital Project Workshops – Using Polls

Do you find it challenging to keep meeting participants actively engaged and ensure you have buy-in for decisions being made in meetings? Often, when a few people are driving a discussion it can be difficult to gauge whether "the silence" in the meeting indicates...

Virtual-Friendly Meeting Agendas

For the most part, your agenda items for virtual meeting or workshop don’t change much from an in-person meeting.  However, how you execute each agenda item does require a shift in thinking. For example, joining the meeting. Meeting lobby If your web conferencing...

Monitoring the Chat Window in Virtual Meetings

Let’s talk about monitoring the chat winow in virtual meetings to continue our series. Are you struggling to improve the engagement during virtual gatherings? At Valency, we pride ourselves in the effort we’ve dedicated to creative virtual interactions. Our clients...

Participating in Virtual Meetings: 3 Tips

Author: Tim Podesta, MBA, C.Eng.F.I.Mech.E, MAPM, Senior Facilitator at Valency Inc. based in UK. Today I'd like to share some tips for virtual meetings focusing on participants and participating in virtual meetings. Again there are three points I would encourage that...

Leading Virtual Meetings: 3 Tips

Today we have three tips for leading virtual meetings from one of our Senior Facilitators Tim Podesta, MBA, C.Eng.F.I.Mech.E, MAPM, based in the UK. In his time with BP, Tim was trained as a virtual facilitator and has a lot of experience leading meetings and...

Managing Logistics for Virtual Workshops

Today we’re going to start with tips on managing logistics for virtual workshops. These points have really helped us achieve a predictable interactive experience when conducting a virtual workshop for groups of 15 to 20 participants. A great place to start is just...