The Project Meeting Facilitator - Tammy Adams - E-Book

The Project Meeting Facilitator E-Book

Tammy Adams

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Beschreibung

Have you ever been involved in a project that didn't require a meeting? Neither have we. Well-run project meetings allow teams to get through the maze of distractions and obstacles to achieve results. Unfortunately, many project meetings aren't well-run--they are viewed, by team members, as unproductive, tedious, wastes of precious time. But you can change that. The Project Meeting Facilitator contains practical techniques and practices that will help you facilitate our meetings more effectively, transforming them into well-planned, well-managed journeys that engage the team while achieving the intended goals.

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Veröffentlichungsjahr: 2015

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Contents

Introduction

Section I PROJECT FACILITATION BASICS

1

What Is a Project Meeting Facilitator?

Profile of a Project Meeting Facilitator

Are You the Right Facilitator for the Meeting?

Assessing Your Skill Level

Applying Your Skills

Summing It Up

2

The Basics of Project Meeting Facilitation

When to Meet—and When Not to Meet

Profile of a Productive Meeting

Types of Project Meetings

Summing It Up

3

Facilitation Tools for Keeping Meetings on Target

Tools for Meeting Preparation

Tools for Managing Momentum and Focus

Tools for Clarifying Communication

If It’s a Virtual Meeting

If There Are Telephone Participants in Your Meeting

Tools for Sharing Meeting Results

Summing It Up

4

Facilitation Tools for Keeping Everyone Engaged

Meeting Engagement Tools

Meeting Management Tools

Summing It Up

Section II FACILITATING MEETINGS WITHIN EACH PHASE OF THE PROJECT

5

Facilitating Project Initiation Meetings

Overview of the Initiation Phase

Project Initiation Meetings

Troubleshooting Guide

6

Facilitating Project Planning Meetings

Overview of the Plan Phase

Project Planning Meetings

Troubleshooting Guide

7

Facilitating Project Execution Meetings

Overview of the Execute Phase

Project Execution Meetings

Troubleshooting Guide

8

Facilitating Project Control Meetings

Overview of the Control Phase

Project Control Meetings

Troubleshooting Guide

9

Facilitating Project Close Meetings

Overview of the Close Phase

Project Close Meetings

Troubleshooting Guide

Section III RESOURCES AND REFERENCES

Resource A: Recommended Reading

Resource B: Recommended Websites

Resource C: Recommended Organizations

The Authors

References

Index

List of Illustrations

Chapter 1: What Is a Project Meeting Facilitator?

FIGURE 1.1 The Project Meeting Process (With Key Activities)

Chapter 2: The Basics of Project Meeting Facilitation

FIGURE 2.1 Causes of Meeting Ineffectiveness

Chapter 3: Facilitation Tools for Keeping Meetings on Target

FIGURE 3.1 Meeting Preparation Road Map

Chapter 4: Facilitation Tools for Keeping Everyone Engaged

FIGURE 4.1 Dynamics of Group Decision Making

Section II: Facilitating Meetings Within Each Phase of the Project

FIGURE II.1 Meetings Within the Project Phases

FIGURE II.2 Overlapping of Project Phases

FIGURE II.3 The Project Meeting Road Map

Chapter 5: Facilitating Project Initiation Meetings

FIGURE 5.1 Initiate Phase: The Project Meeting Road Map

Chapter 6: Facilitating Project Planning Meetings

FIGURE 6.1 Plan Phase: The Project Meeting Road Map

Chapter 7: Facilitating Project Execution Meetings

FIGURE 7.1 Execute Phase: The Project Meeting Road Map

Chapter 8: Facilitating Project Control Meetings

FIGURE 8.1 Control Phase: The Project Meeting Road Map

Chapter 9: Facilitating Project Close Meetings

FIGURE 9.1 Close Phase: The Project Meeting Road Map

List of Tables

Chapter 1: What Is a Project Meeting Facilitator?

TABLE 1.1 Matching Facilitation Skills to Meeting Needs

TABLE 2.1 Examples of the Difference Between a Meeting Purpose and Its Desired Outcomes

Chapter 2: The Basics of Project Meeting Facilitation

TABLE 2.2 Types of Meetings

Chapter 3: Facilitation Tools for Keeping Meetings on Target

TABLE 3.1 Should My Meeting Be Face-to-Face or Virtual?

Chapter 4: Facilitation Tools for Keeping Everyone Engaged

TABLE 4.1 Preparing Participants to Be Productive

TABLE 4.2 Summary of the GROW Coaching Method

TABLE 4.3 Helpful Questions for Soliciting and Clarifying Input

TABLE 4.4 Tips for Balancing Participation

TABLE 4.5 Questions to Promote Decision Making

Chapter 5: Facilitating Project Initiation Meetings

TABLE 5.1 Initiate Phase Project Meetings

TABLE 5.2 Initiate Phase Meetings: What Works and What Doesn’t

TABLE 5.3 Troubleshooting Guide for Initiate Phase Meetings

Chapter 6: Facilitating Project Planning Meetings

TABLE 6.1 Plan Phase Project Meetings

TABLE 6.2 Plan Phase Meetings: What Works and What Doesn’t Work

TABLE 6.3 Troubleshooting Guide for Plan Phase Meetings

Chapter 7: Facilitating Project Execution Meetings

TABLE 7.1 Execute Phase Project Meetings

TABLE 7.2 Execute Phase Meetings: What Works and What Doesn’t Work

TABLE 7.3 Troubleshooting Guide for Execute Phase Meetings

Chapter 8: Facilitating Project Control Meetings

TABLE 8.1 Control Phase Project Meetings

TABLE 8.2 Control Phase Meetings: What Works and What Doesn’t Work

TABLE 8.3 Troubleshooting Guide for Control Phase Meetings

Chapter 9: Facilitating Project Close Meetings

TABLE 9.1 Close Phase Project Meetings

TABLE 9.2 Close Phase Meetings: What Works and What Doesn’t

TABLE 9.3 Troubleshooting Guide for Close Phase Meetings

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More Praise for The Project Meeting Facilitator

“Jan, Tammy, and Michael have done it again! Their previous masterwork, Facilitating the Project Lifecycle, was a must-have for every project manager. This time their focus is even sharper: a whole book devoted specifically to the facilitator’s role—and to the skills and mindset required to execute that role effectively. This book is so loaded with tools, techniques, and templates that even seasoned project managers will keep their copies close at hand.”

—Sam Kaner, author, Facilitator’s Guide to Participatory Decision Making

“Ineffective meetings become a thing of the past when you put the ideas in The Project Meeting Facilitator into practice. The authors not only offer a practical guide to every type of meeting in the project life cycle, they also let practitioners know when they have taken a wrong turn.”

—William M. Ulrich, president, Tactical Strategy Group, Inc., and author, Legacy Systems: Transformation Strategies

“At last—a practical guide to effective facilitation geared exclusively to the unique needs of project managers! Chock-full of easy-to-apply tools and tips, this book affirms that with proper planning and follow-through, project meeting facilitators really can play a critical role in helping teams accelerate time to results. Virtual project teams and those that work face-to-face will benefit equally.”

—Nancy Settle-Murphy, president, Guided Insights

“If we had to pay for every hour we spend in meetings, would we say they are worth it? Not usually in my experience. Well-run meetings, however, are worth every penny. This book provides practical tools and, more importantly, some real insight for the reader to evaluate their personal skill set and target areas for improvement.”

—Lynn McDonald, president, Greenlight Dynamics, Inc.

“Finally, a book that specifically addresses the unique facilitation skills required in project management meetings. PMs can easily match the different types of project management meetings with the skill levels and processes best suited for what they are trying to accomplish in each.”

—Charles Tombazian, director, Global Strategic Planning Avnet, Inc.

“We know facilitators and facilitation help project teams to be more effective and efficient, but who helps the facilitators? Tammy Adams, Jan Means, and Michael Spivey do, and the opportunity to connect to their knowledge and skill through this book is an important one.”

—Cameron Fraser, IAF certified professional facilitator and chair, International Association of Facilitators

“Adams, Means, and Spivey have created a very accessible book for project managers and team leaders who want to improve their facilitation skills. There is a lot here for experienced facilitators, too. Having clearly presented the book in an organized format and a conversational tone, the authors demonstrate their own skills in facilitating (or making easy) the process of planning, running, and troubleshooting project meetings. The opening chapter includes a self-assessment of our project meeting facilitator skills—a quick way to help us pay attention to what we already know and what gaps the book can help close. I like the approach of looking at different types of meetings through the life cycle of a project from initiation to closure. This book is a great reference guide to keep dipping back into as we move through the various stages of a project.”

—Julia Young, vice president, Facilitate.com

The Project Meeting Facilitator

Facilitation Skills to Make the Most of Project Meetings

Tammy Adams

Jan Means

Michael S. Spivey

 

 

Copyright © 2007 by John Wiley & Sons, Inc. All rights reserved.

Published by Jossey-Bass

A Wiley Imprint

989 Market Street, San Francisco, CA 94103-1741 www.josseybass.com

Wiley Bicentennial logo: Richard J. Pacifico

No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning, or otherwise, except as permitted under Section 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center, Inc., 222 Rosewood Drive, Danvers, MA 01923, 978-750-8400, fax 978-646-8600, or on the web at www.copyright.com. Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, 201-748-6011, fax 201-748-6008, or online at www.wiley.com/go/permissions.

Limit of Liability/Disclaimer of Warranty: While the publisher and author have used their best efforts in preparing this book, they make no representations or warranties with respect to the accuracy or completeness of the contents of this book and specifically disclaim any implied warranties of merchantability or fitness for a particular purpose. No warranty may be created or extended by sales representatives or written sales materials. The advice and strategies contained herein may not be suitable for your situation. You should consult with a professional where appropriate. Neither the publisher nor author shall be liable for any loss of profit or any other commercial damages, including but not limited to special, incidental, consequential, or other damages.

Jossey-Bass books and products are available through most bookstores. To contact Jossey-Bass directly call our Customer Care Department within the U.S. at 800-956-7739, outside the U.S. at 317-572-3986, or fax 317-572-4002.

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Library of Congress Cataloging-in-Publication Data

Adams, Tammy, 1959–

The project meeting facilitator: facilitation skills to make the most of project meetings / Tammy Adams, Jan Means, Michael Spivey

p. cm.

Includes bibliographical references and index.

ISBN-13: 978-0-7879-8706-0 (pbk.)

1. Project management—Handbooks, manuals, etc. 2. Meetings—Handbooks, manuals, etc. 3. Group facilitation—Handbooks, manuals, etc.

I. Means, Jan. II. Spivey, Michael, 1969– III. Title.

HD69.P75A334 2007

658.4’56—dc22

2007017413

The Jossey-Bass Business and Management Series

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