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Management Book from C.H.I.P.S.

Managing Facilitated Processes
A Guide for Consultants, Facilitators, Managers, Trainers, Event Planners and Educators
by Dorothy Strachan

Managing Facilitated Processes helps people make thoughtful decisions about managing successful gatherings.

  • From Contact to Contract—building customized agreements; eighteen types of facilitated processes, their deliverables and uniques features
  • Approach and Style—ensuring integrated, customized, and systematic elements; a forget-me-not prompter; effective management skills
  • Management x 5: Participants, Speakers, Logistics, Documents, Feedback—practice guidelines, examples, and time-saving tools
Contents

1. Initial Contact

  • Completing a Preliminary Screen.
  • Coordinates: Date(s) and Location.
  • Purpose, Objectives, and Deliverables.
  • Process Leadership.
  • Eighteen Types of Processes.
  • Decision Making After the Screen.
  • Communicating a Decision
2. Building Agreements That Work

  • Types of Agreements
  • Drafting Agreements
  • Agreements in Action: Four Maxims
  • Work Plans and Cost Estimates
  • Developing Work Plans
  • Dealing with Pricing Perils
  • Acting on Values
3. Approach

  • Integrated
  • Customized
  • Outcomes
  • People
  • Group Development
  • Ethnocultural Considerations
  • Literacy
  • Organizational Culture
  • Systematic
  • Completing a Process Management Prompter
  • Accountability
  • The Approach in Action: Integrated, Customized, Systematic
4. Style

  • High-Tech Teddy
  • Controlling Caroline
  • Loosey-Goosey Lucy
  • Overconsulting Oliver
  • Anxious-to-Please Annie
  • Bureaucratic Bill
  • Optimizing Management Styles
5. Participants

  • Clarify the Rationale for Participation
  • Monitor the Mix and Number of Participants
  • Consider Participant Types
  • Gatekeep Participant Numbers
  • Maintain a Participant Database
  • Create the Invitations
  • Persuade
  • Inform
  • Engage
  • Determine the Focus
  • Obtain Input and Feedback
  • Write the Confirmation Letter
6. Speakers

  • Speaker Management
  • Clarify Requirements
  • Create Invitations
  • Confirm Expectations
  • Presentation Guidelines
  • Opening Remarks
  • Speaker Introductions and Acknowledgments
  • Presentations by Experts
  • Presentations by Panels
  • Closing Remarks
7. Logistics

  • Select and Set Up the Site
  • Venue
  • Layout
  • Health, Safety, and Security
  • Technical and Audiovisual Support
  • Enable Participant Engagement
  • Accommodating Differences
  • Identification
  • Accessibility
  • Mobilize Yourself
  • Professional Supplies
  • Travel Arrangements
  • Personal Amenities
  • Love those Logistical Letdowns!
8. Documents

  • Match the Documents to the Process
  • Produce the Documents
  • Make Documents Easy to Use
  • Design Attractive Formats
  • Customize Documents
9. Feedback

  • Review Feedback Approach and Tools
  • Finalize and Produce Feedback Tools
  • Construction
  • Look, Feel, and Sound
  • Sample Feedback Tools
10. Endings and Beginnings

  • For the Session
  • For Yourself
Index

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Managing Facilitated Processes
A Guide for Consultants, Facilitators, Managers, Trainers, Event Planners and Educators
by Dorothy Strachan

2009 • 174 pages • $45.95 + shipping
Texas residents please add 6.75 % sales tax

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