Facilitation

Articles that discussion facilitation methods and techniques used for multiple purposes.

KDMD Portal Implementation

The USAID Knowledge Driven Microenterprise Development (KDMD) Portal is a Drupal-based portal of sites built on Drupal 6.x. My role with the QED Group included both liaising with QED’s web development vendor during the site development process and helping to build internal Drupal capacity among the KDMD team.

Responsibilities included

Client: 
QED Group LLC
Role: 
Requirements Analyst and Technical Assistant
Status: 
Open
Start: 
2009.08
End: 
2010.05
Platform: 
Web-Drupal
Sections: 
Technology: 

Joint Application Design Workshop

As a PEC, Inc. employee, I was asked to design, develop, and deliver a JAD workshop for the Administrative Office of the US Courts' Project Management Education Series. The JAD (Joint Application Development ) techniques was developed by IBM in the late 1970’s. Since then, it has been considered to be one of the “best practices” for:

Client: 
Administrative Office of the US Courts
Role: 
Instructional Designer, Developer, Instructor, and SME
Status: 
Closed
Start: 
2002.01
End: 
2002.01
Platform: 
Classroom

Sections: 

COLD Technology Requirements Evaluation

As a consultant for Work Smart, Inc., I performed a technology evaluation for a major health insurance company. Computer Output to Laser Disk (COLD) is a technology by which computer generated reports and documents (such as accounting reports and in-house generated invoices) are stored electronically. In 1993, the insurance company implemented a COLD system using an Optical Disk (OD) solution to replace their Computer Output to Microfilm (COM) operation.

Client: 
Business Consultant
Role: 
Business Consultant
Status: 
Closed
Start: 
1998
End: 
1998
Sections: 

Electronic Information Management System Evaluation

The Vice President Information Technology for a major chemical company commissioned a study from Work Smart, Incorporated to conduct a concept study on the implementation and use of an electronic record and document management system (R&DMS) at the company's headquarters. The study would consist of the data collection, document analysis, and conceptual design/architecture phases of Work Smart’s methodology. There are two questions being answered in this study:

Client: 
Work Smart, Incorporated
Role: 
Business Consultant
Status: 
Closed
Start: 
1998
End: 
1998

Sections: 

Defining a Global Learning Environment

This project had multiple components. The first part was to help the client develop a model that represented five phases of a learner moving through a learning environment life-cycle. When defining any environment, you take into consideration all aspects of the environment. This includes the people, their needs, applicable processes, required and optional resources, and some form of structure to help hold it in place.

Client: 
MSU Global
Role: 
Process Designer and Facilitator
Status: 
Closed
Start: 
2007.11
End: 
2007.11
Platform: 
Meeting
Sections: 

AV/IT Certification and Training Needs Assessment

ICIA chose to use a two-day facilitated meeting with members of the AV community as a means for identifying certification and training needs. In an effort to ensure the data collected was not swayed by personal experience, ICIA decided to ask an independent contractor. This open forum approach was intended to answer questions associated with training certification for AV/IT topics. The event included discussions about the audience, existing programs, and prerequisites.

By the end of the two-day facilitated sessions, ICIA had:

Client: 
InfoComm International
Role: 
Facilitator and Instructional Designer
Status: 
Closed
Start: 
2004.07
End: 
2004.07
Platform: 
Meeting

Sections: 

Technology Manager Training Needs Assessment

ICIA chose to use a two-day facilitated meeting with members of the AV community. In an effort to ensure the data collected was not swayed by personal experience, ICIA decided to ask an independent contractor.

Client: 
InfoComm International
Role: 
Facilitator and Instructional Designer
Status: 
Closed
Start: 
2004.04
End: 
2004.04
Platform: 
Meeting

Sections: 

Drupal Doc Planning Sprint, Toronto

Addison Berry invited me to facilitate the Drupal Doc Planning Sprint held in Toronto (March 2009). There isn't much I can say about the event that hasn't already been said by Addison on her post A different kind of doc sprint.

Client: 
Addison Berry
Role: 
Facilitator
Status: 
Closed
Start: 
2009.03
End: 
2009.03
Platform: 
Meeting
Cindy, cat herder
Sections: 
Topics: 

ESCORT and Eastern Stream Center Sites

This project grew from being one site to two sites. During the planning and requirements stages, it was revealed that most of the content for each site was the same. Drupal was evaluated and tested for a multi-site, single-database solution.

My responsibilities on this project were to:

Client: 
State University of New York
Role: 
Web Systems Consultant
Status: 
Closed
Start: 
2005.12
End: 
2006.07
Platform: 
Web-Drupal

Sections: 
Technology: 

MSU Non-Traditional System

MSU partnered with Jenzabar to create a system to manage non-traditional training events. In other words, non-credit courses. Multiple departments within MSU were vested in the effort. MSU Global, as a leader in developing and delivering non-credit courses, was the lead in determining the requirements for the system.

As requirements and testing task leader, I was the technical liaison between MSU Global and the technology departments responsible for the development of the system. As technical liaison, my duties included:

Client: 
MSU
Role: 
Requirements Analyst and Task Leader
Status: 
Closed
Start: 
2006.09
End: 
2007.06
Platform: 
Client/Server

Sections: 

Facilitation Tricks of the Trade

There are a lot books out there on facilitation. They all say basically the same thing. They tell you a well planned event is better than one you do off the cuff. This is true. However, the best made facilitation plans have unknown factors that can prevent the plan from being successfully executed. I started facilitating in the early 90's. I have observed some challenges that not all facilitators consider when facilitating.