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Terrie Temkin, Ph.D.


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Simple Facilitation Tricks to
Enliven Any Presentation

This article appeared in Alliance for Nonprofit Management in March 2004.

You're the trainer.  You're up, moving around, spouting pearls of wisdom.  A day of training is exhilarating.  But wait.  What about those on the other side of the desk - the trainees?  The chairs are hard, the room is hot, its hard for anyone to stay focused.  What's a trainer to do to maximize learning?

In Training 101 we all learned that we must involve the participants.  Every year another dozen books come out with suggestions of how to do this.  Unfortunately, many sessions are still deadly.  In this article, I will discuss why I think this is the case.  I will also share some of the techniques I have learned over the years to keep people engaged so they walk out with the feeling that not only did they learn something, but they had fun as well. 

 

What's been wrong with this picture

Involvement is the key.  However, the reason many trainers who involve their participants still don't get the results they desire is that they choose the wrong form of involvement, the wrong key.  There are several ways in which someone chooses the wrong key. 

The first is in failing to provide enough variety.  As trainers we can choose from simulations, games, case studies, discussions, skits, computer simulations, puzzles, peer teaching and more.  All are effective learning techniques in small doses.  Its necessary to alternate between types of activities to maintain interest.  This is often true even within a single learning unit.  Between television and computers we are used to frequently changing stimuli and seeing situations summed up in half-hour blocks.  I am not suggesting that we sacrifice function for form, but I am suggesting that we plan for a change of pace every 20 30 minutes.  I'm also suggesting we pay close attention to nonverbal indicators of a readiness to move on and be flexible enough to respond to those indicators.

The second way trainers choose the wrong key is by picking activities that are fun or have been successful in the past but are not intrinsically related to the goals of the day.  Participants today do want to have fun in their training sessions, but they can have more fun on the golf course, out in the garden, playing with their children, or at the theater.  If they are going to be in our session, they want to get something from the experience that will help them better do their jobs.  This means making sure that each activity has an evident tie-in to the organizations mission and/or the lessons to be learned.  Often, we can take those favorite activities and, with just a twist, make them relevant to the day.

A tie-in to lessons learned brings us to probably the most critical way in which trainers fail to choose the right key; they fail to process their exercises.  We cannot assume that participants will "get it."  We need to draw the lines between Point A and Points B, C and D.  We need to ask what the participants learned from each exercise and how that relates to their responsibilities within or representing their organization.

 

All work and no play makes Jack a dull boy

All this being said, I do believe we should, as trainers, go for the sizzle along with our steak.  There is an old saying that the main difference between men and boys is the cost of their toys.  All of us, regardless of our age or our position love to play.  Even those with what might be perceived as stodgy day jobs. 

So, how do we build fun into a training day and engage our participants?  I can only share how I do it.  After I've developed my outline, I start by picking a theme and then I let my mind go.  I think of all the ways I can incorporate that theme into the component parts of the day: setting the climate, sharing housekeeping details, opening the presentation, imparting the body of learning and closing in a memorable manner that will ensure take-home value.  

I pour through my activity books, looking for ideas that I can adapt to fit my purpose.  Some of those books are listed at the end of this article.  Then, I go shopping.  I haunt the dollar stores.  I go online to see what Oriental Trading Company (www.orientaltrading.com) and Trainer's Warehouse (www.trainerswarehouse.com) have that will supplement my plans.

While the examples below have worked for me, you should use this list like you would use an activity book to get the creative juices going.  You need to opt for those things that fit your purpose, your personality and your training style.

 

Setting the climate 

People walk into my training room and one look at the tables tells them that they will have fun.  There is usually confetti, toys and candy. 

Confetti, today, comes in all shapes.  If my topic is cultivation, I might use garden-themed confetti.  If I'm talking about the boards role in a capital campaign, I might use confetti with a construction theme.  I've also used shapes related to the clients mission.

I often have children's binoculars or telescopes out to remind people to "look beyond what they see before their eyes," kaleidoscopes to "see the world in a different way," or cameras to "take a snapshot of the new experiences."  To illustrate the chance way that many boards recruit members I've put out board games that rely on the roll of a die rather than strategy to win or different games of chance such as raffle tickets, names in a hat, poker hands, and the short stick.  If the topic is raising funds, I always have toy money on the table.

When people sit for any period of time, they want to eat.  Because I'm a chocoholic, I always have Hershey's Gold or Silver Nuggets, Kisses and Hugs.  I invite people to help themselves, but I also suggest that if someone presents a good idea, that others should recognize that idea with a Nugget.  If someone says something to relieve tension in the room, someone might throw that person a Kiss.  I've used candy Lifesavers in a similar way.  I've also used candy to supplement my theme.  For example, if I'm discussing money I've loaded tables with chocolate coins or miners' bags filled with gum shaped like miniature gold nuggets.

I also have plenty of appropriate prizes on hand to award creative answers, game winners, and volunteers.  I often hand out Kudos granola bars for "a job well done."  Another generic award that people seem to love is the plastic hand clapper.  And, if you give one person a sticker, everyone seems to want a sticker remember the gold star?  Maze puzzles work well to complement someone for working through a difficult problem.  Erasers, pencils, and pads available in a wide variety of shapes and patterns, such as money, usually allow you to stick to the days theme, as well. 

 

Sharing housekeeping details

Personally, I am concerned with two behaviors in any training session I do.  I want people to ask questions and challenge assumptions, but I want them to maintain respect for each other at the same time.  I encourage questions and challenges to assumptions by indicating that I expect every participant to act as a skeptic during the day.  I actually give them a list of questions to which they can refer.  Included are, "Isn't the trend away from this and toward?" "I don't understand the part about" "The way I see the elephant" and, "I'm concerned that"

I do two things to encourage mutual respect.  I ask that cell phones be turned off using either a modified copy of a caution sign such as you would find on the road (available through Trainers Warehouse), or making an announcement that mimics what one hears in the theater.  I also put throw toys on each table to be tossed at those who show disrespect to their colleagues.  I have found dry water bombs to be perfect for this.  They are made of cloth, wont injure anyone, and come in different shapes.  I use fish and bugs.  If I put out the fish, I tell people to use them when someone utters a "Fatally Inappropriate Slimy Hit" such as, "That was a stupid idea."  If I put out the bugs, they are to be used to admonish "Boorish Ugly Gaffes."  This is a fun, friendly reminder that certain behaviors will not be tolerated.  You can use anything and make up your own saying.

 

Opening the presentation

I always like to begin with an icebreaker, even when I'm working with a group where everyone knows each other.  I do this for several reasons.  Usually, I will not know the participants, even if they know each other.  In many cases, the participants do not know each other as well as they think they do, and the sooner that people begin participating, the more likely they will continue to participate.  However, even the icebreaker should be relevant to the day or the participants. 

One of my favorite approaches is to ask people to share how they see themselves contributing to the organizations mission.  I make the exercise a little more interesting in one of two ways.  I will give people a copy of a blank license plate and ask them to create a vanity plate that expresses this in some combination of seven or fewer letters and numbers.  For instance, as the facilitator, mine might be PRO SPKR because I have to be articulate, organized and dynamic if they are to have a beneficial day.  Or, I will use a personalized version of the icebreaker, describe yourself as a color.  When working with a science museum I brought in a Periodic Table of Elements and asked everyone to pick an element that reflected how each saw him or herself furthering the mission of the museum.  For a theater group, I asked each person to pick a character from some play.  The responses are always diverse and revealing.  Most importantly, it awakens everyone in attendance to the myriad of skills and interests that can be called upon to further the organizations mission.

 

Imparting the body of learning

Earlier in this article I mentioned the numerous ways that as trainers we can make the day interesting, fun and involving.  Just a few techniques that I've found particularly enriching include puzzles, games, science experiments and magic tricks.  Crossword puzzles, word jumbles and word search, among others, can all be created on the computer with puzzle creation software or by going to sites such as www.puzzlemaker.com.  When given to teams to solve they not only increase the interaction and fun, they prove an effective means of peer teaching.  Presenting a take-off on popular game shows such as Jeopardy or Who Wants to be a Millionaire can do the same. 

Books with easy science experiments aimed at children will give you access to experiments that have maximum impact with a minimum of muss or fuss.  One of my favorites is mixing a tablespoon of baking soda with about 1/8 cup of vinegar in a tall glass to create a very impressive bubbling witches caldron.  I use it to demonstrate that what I'm presenting is not magic, although it may look like magic.  Its science, meaning the outcome is predictable.  If the group follows my lead it will get the same results every time.  While I like the science approach, most people are mesmerized by magic.  Simple magic tricks are available through Trainers Warehouse and in books designed for young readers.

I'm known as the "Queen of Quotes."  I love using aphorisms that teach a lesson in a short, memorable phrase.  For instance, if asked about special event fund raising I often suggest to people, "Dig where the gold is unless you just need the exercise."  Where possible, I use a slide to show the aphorism at the same time as I say it.  Otherwise, it goes by so fast that people often miss it.  Besides, in my experience, everyone wants a copy to use later.  When its on a slide they can write it down more easily.

While there are many other activities I employ with groups, there is one last one I wish to share here.  I often use balloons when I believe a group is facing barriers to success.  I ask everyone to write their biggest barrier on a small slip of paper, roll it up, put it in a balloon, blow up the balloon and tie it off.  We then bat the balloons/barriers around the room before everyone takes a balloon, breaks it, reads the barrier and formulates a way of dealing with it. 

 

Closing in a memorable way

I am a strong believer in making sure that people leave a training session with a commitment to action.  Therefore, I usually close my sessions with some sort of action pledge to which people will be held accountable.  One technique that I use is having people write out their commitment and place it in a symbolic receptacle to be pulled out later to verify achievement.  When I say a symbolic receptacle, it should have something to do with the mission of the organization.  For instance, a school might use a book bag.  A symphony orchestra might use a violin case.  This reminds people why they are committing to the action they have written down.

Another technique requires that you bring art supplies and something lasting to decorate.  I like using plain cotton T-shirts, flowerpots, or picture frames.  The idea is that everyone decorates their own item in such a way that when they look at the flowerpot or frame on their desk, or wear the T-shirt, they will remember their pledge to the organization.

 

Conclusion

The difference between a ho-hum training day and an exciting one is often whether we've taken the time to enliven our presentation with simple facilitation tricks like those I've outlined here.  There is nothing sacred about these.  Again, if you do employ one of more of them its best to put your own unique stamp on them.

My desire in writing this article was that even the most experienced trainer/facilitator would pick up at least one new idea.  Continuing education must be as much a part of our lives as we expect it to be for the groups with which we work.  Because I want to learn from you, too, please send me (terriet@nonprofitmanagementsolutions.com) your favorite techniques.  Identify yourself and the name of your organization.  If I get enough ideas, Ill write a second article crediting you. 


 

 

 




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