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FaciliTips: Quick Tips for Online Facilitation


Last edited: 12/01
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Note: these are not unique to online, but have been found IMPORTANT in online facilitation!

General Tips

  • Assume good intent. Remind others of this simple trick.
  • Role model the behavior you wish others to use.
  • Practice and encourage active listening/reading.
  • Be as explicit as possible in your communication.
  • Don't automatically assume understanding -- ask for clarification as needed.
  • Build trust by doing what you say you will do. Encourage others to do the same.
  • Trust is slow to be granted, easily taken away. Encourage an environment that values trust.
  • Use irony and humor with care as it does not always come across online as you might have intended. You can always use emoticons to clarify! ;-)
  • Think before you hit the button and a post goes up.
  • Approach every contribution with curiosity, expecting surprise and wonder . . .

Process Facilitation Tips

  • Make rules, expectations or norms consistent, explicit and clear.
  • Provide orientation materials and paths for all new members.
  • Remember not everyone thinks or perceives the way you do. Seek to understand participants' styles and needs.
  • Provide ongoing (and often repeated) guidance on "what goes where" in any interaction space.
  • Use recognizable names or pseudonyms (for chat and such)
  • Encourage the use of personal profiles to build relationships.
  • Consider cultural differences of participants .
  • Help members take ownership of the interaction space.
  • Use small group activities to build relationships and "get acquainted."
  • Respond to all first-time participants. Welcome people by name.
  • Acknowledge and reciprocate participation.
  • Reply to messages that get no other recognition. Even if it is a "treading water reply."
  • Use questions to encourage participation.
  • Use (open-ended) questions to encourage participation. (move beyond yes/no)
  • Stimulate input with positive private emails to individuals.
  • Notice if someone is "missing" for long periods of time. Email them and invite them back.
  • Let others know when you will be offline for extended periods of time.
  • Nurture others to help host and facilitate the group.
  • Encourage people to mentor and assist each other. Recognize mentors.
  • Draw out the quiet members.
  • Help focus the chatters.
  • Don't fan the flames (or the flamers!) (see difficult situations below).
  • Ask members for feedback. What is working for them? What is not? What is missing?
  • Respect copyright and confidentiality. Do not repost other's postings or emails without explicit permission.
  • Tip for when working in email from Sue Canney Davison: When you are technologically chalenged with incredibly tight deadlines, things are moving fast with little effective communication, write the time and the day/date of your e mail above the 'Dear so and so'so people easily understand the sequencing and when it is out of sync.

Facilitation Tips for Task-Oriented Groups

  • Make purpose and task VERY clear/visible/explicit.
  • Post timelines and reminders.
  • Agree on process issues up front. Address as needed on an on-going basis.
  • Make roles and responsibilities clear and visible.
  • Use email as appropriate for notification.
  • Summarize and/or index conversations of value to make them accessible to the group.
  • Monitor member activity with available tools to gauge participation and alter your facilitation strategy accordingly.
  • When activity levels drop, evaluate to ensure you have compelling reasons for participation: real work, learning, shared tasks, personal or professional development.
  • Let divergent processes flow free. Channel convergent processes.

Tips for Dealing with Difficult Situations

  • Don't be intimidated by challenges. They are learning opportunities for everyone when handled with grace.
  • Help bring learning out of friction or "creative abrasion."
  • Help people understand how they come across if others are having difficulty with them. Consider doing this offline or privately.
  • Avoid "one-upmanship" and point-by-point defenses which usually only escalate problems.
  • Use back channel email to resolve problems unless the issue involves a larger group.
  • Use your administration tools (i.e., deleting posts) lightly and carefully.
  • Don't assume a lack of response means dissent or assent. Seek explicit responses.

Structural & Content Tips

  • Provide great links, resources and relevant, stimulating content to foster interaction.
  • Label topic and conference items clearly
  • Frame topic openers clearly and demonstrate the goal or purpose of the topic or thread.
  • Take into account participation from different time zones.
  • Explore the use of color and images as communication and facilitation tools.
  • Keep "conversations" in their most logical place -- social chat in social spaces, content or action specific interaction in their own spaces or topics.
  • Look for participation patterns and changes in conversations.
  • Open new topics to support new threads as needed.
  • Observe the rhythm of topics and close old topics as they grow dormant.
  • Consider time-delimited events or topics to foster activity.
  • Keep the online space free from "garbage" such as duplicate posts, or disallowed content (ie. pornograpy, advertising or whatever your group norms dictate.)
  • Don't pile too much into one post. Break it up into small paragraphs or multiple posts, especially if you are dealing with more than one point or topic.
  • Don't obsess about typos. Life is too short.

One for the Road...

  • Facilitation is the combination of knowledge and practice. So practice, practice, practice.
  • Read between the lines.
  • Seek to be fair.
  • Have fun.
  • Use common sense.
  • When all else fails, ask and listen. Again. Again.

Sources:

Notes from Uri Merry, Mihaela Moussou, Margaret McIntyre, Denham Grey, TJ Elliott and others from the Knowledge Ecology Work Group at http://www.co-i-l.com

Online Facilitation Classes from Wise Circle Training, including Kimberly A. Adler of the National Mentoring Partnership

http://www.fullcirc.com (Full Circle Associates)

http://www.rheingold.com (Howard Rheingold)

http://www.awaken.com

http://www.wwcoco.com (Sue Boettcher)

http://www.bigbangworkshops.com (Heather Duggan)

The members of the GroupFacilitation, OnlineFacilitation, and ComPrac listservs


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