Preface |
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vii | |
Contents and Organization |
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vii | |
Changes to the Third Edition of The Facilitator's Fieldbook |
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viii | |
Acknowledgments |
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viii | |
About the Authors |
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ix | |
A Note About the Online Files |
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x | |
Introduction |
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1 | (44) |
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3 | (42) |
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Primer A Understanding Adult Learning |
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10 | (3) |
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Primer B Understanding Group Dynamics and Decision Making |
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13 | (9) |
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Primer C Understanding Process Consultation |
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22 | (5) |
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Primer D The "ALTOGETHER" View of Facilitator Personal Qualities |
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27 | (7) |
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Primer E The Manager as Facilitator |
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34 | (11) |
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SECTION I PHASE I: PREPARATION |
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45 | (7) |
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Contracting For Facilitation |
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Guide I-1 A Facilitator's Checklist of Key Contracting Points |
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52 | (1) |
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Guide I-2 Best Contracting Practices for Facilitators |
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53 | (1) |
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Guide I-3 Project Facilitation Interview |
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54 | (3) |
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Worksheet I-1 Project Facilitation Interview Protocol |
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57 | (4) |
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Sample I-1 The Facilitator Contracting Letter |
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61 | (2) |
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Guide I-4 Stakeholder Analysis and Group Member Selection |
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63 | (5) |
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Guide I-5 Using Style Inventories to Help Build Effective Groups |
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68 | (4) |
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Guide I-6 Developing a Group Charter |
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72 | (4) |
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76 | (2) |
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Worksheet I-2 Fast Team Charter |
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78 | (2) |
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Guide I-7 Selecting the Group Leader |
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80 | (2) |
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Guide I-8 Group Operating Principles |
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82 | (3) |
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Sample I-3 Group Operating Principles |
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85 | (1) |
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Guide I-9 Establishing Ground Rules |
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86 | (4) |
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Guide I-10 Planning Meetings |
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90 | (2) |
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Guide I-11 A Checklist for Meeting Planning |
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92 | (4) |
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Sample I-4 Meeting Agenda |
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96 | (2) |
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Sample I-5 The Participant Agenda |
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98 | (2) |
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Guide I-12 The Facilitator's Fast Plan |
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100 | (1) |
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Worksheet I-3 The Facilitator's Fast Plan |
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101 | (1) |
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Guide I-13 Meeting Room Designs |
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102 | (5) |
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Guide I-14 Tips on Making Good Use of Meeting Room Space |
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107 | (2) |
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Guide I-15 Different Kinds of Meetings: Distinguishing "Task Forces" from "Regular Meetings" |
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109 | (6) |
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SECTION II PHASE II: WORKING WITH THE GROUP |
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115 | (8) |
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Guide II-1 Facilitation Fundamentals |
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123 | (1) |
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Guide II-2 The Proof's in the Pudding |
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124 | (3) |
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Guide II-3 Task Group Inclusion Activities |
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127 | (3) |
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Guide II-4 Tips on Designing Inclusion Activities |
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130 | (3) |
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Guide II-5 Getting Started Right---The Emotional "Check-In" |
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133 | (2) |
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Guide II-6 Trust Building---Accelerating Familiarity |
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135 | (2) |
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Guide II-7 Trust Building---Being Trustworthy as a Facilitator |
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137 | (2) |
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Guide II-8 Keeping Sessions Alive |
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139 | (5) |
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Guide II-9 Encouraging Participation |
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144 | (2) |
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Guide II-10 Monitoring Group Task and Maintenance Behaviors |
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146 | (2) |
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Guide II-11 Group Member Task Behavior Evaluation |
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148 | (2) |
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Guide II-12 Group Member Maintenance Behavior Evaluation |
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150 | (2) |
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Guide II-13 Building the "Masterteam"---Strengthening Group Task and Maintenance Behaviors |
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152 | (6) |
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Guide II-14 The Facilitator and Nonverbal Communication---A Lesson in Crap Detecting and Truth Telling |
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158 | (10) |
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Guide II-15 Creating Subgroups |
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168 | (4) |
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Guide II-16 Setting Up Small Groups to Succeed |
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172 | (3) |
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Guide II-17 Graphic Facilitation |
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175 | (5) |
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Guide II-18 Using the Group Memory |
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180 | (5) |
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Guide II-19 Training the Group Recorder |
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185 | (2) |
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Guide II-20 Guidelines for the Group Recorder |
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187 | (1) |
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Guide II-21 Top 10 Flip Chart Tips and Tricks |
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188 | (2) |
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Guide II-22 On Becoming Marker-Worthy |
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190 | (2) |
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Building The Group Database |
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Guide II-23 Building the Database |
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192 | (2) |
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Worksheet II-1 Building Our Database |
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194 | (1) |
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Sample II-1 Database Construction Strategies |
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195 | (2) |
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Guide II-24 Appreciative Inquiry |
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197 | (4) |
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Guide II-25 The Vision Collage |
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201 | (3) |
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Guide II-26 The Problem Probe |
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204 | (3) |
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Guide II-27 Brainstorming |
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207 | (8) |
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Guide II-28 Brainwriting---An Alternative Approach to Brainstorming |
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215 | (5) |
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Guide II-29 Introducing Groups to Dialogue |
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220 | (5) |
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Guide II-30 Reflective Listening |
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225 | (2) |
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Guide II-31 Future Sculpting™ as an Insight Technique |
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227 | (6) |
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Guide II-32 Nominal Group Process |
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233 | (3) |
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Worksheet II-2 Idea Response Worksheet |
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236 | (1) |
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Worksheet II-3 Rating Form for NGT Final Voting |
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237 | (1) |
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Worksheet II-4 Sample Completed Rating Form for NGT Final Voting |
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238 | (1) |
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Guide II-33 Force Field Analysis |
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239 | (3) |
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Sample II-2 Force Field Analysis |
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242 | (2) |
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Guide II-34 Gauging Gradients of Agreement |
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244 | (3) |
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Guide II-35 Progressive Regrouping |
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247 | (4) |
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Guide II-36 No Objections |
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251 | (1) |
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Guide II-37 Self-Adhesive Stickers as Voting Aids |
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252 | (3) |
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Guide II-38 Rule of One-Third or One-Fifth |
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255 | (1) |
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Guide II-39 Likelihood-Impact Analysis |
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256 | (2) |
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Worksheet II-5 Likelihood-Impact Analysis Form |
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258 | (1) |
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Guide II-40 Small-Group Ambassadors |
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259 | (2) |
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Guide II-41 Stepladder Technique |
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261 | (2) |
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Guide II-42 Critical Success Factor Analysis |
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263 | (6) |
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Guide II-43 The Decision Matrix |
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269 | (1) |
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Worksheet II-6 The Decision Matrix |
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270 | (2) |
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Guide II-44 Absolute Consensus |
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272 | (2) |
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274 | (3) |
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Guide II-46 Consultative Consensus |
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277 | (3) |
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Guide II-47 Modified Consensus |
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280 | (2) |
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282 | (3) |
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Guide II-49 Expert-Led Decision Making |
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285 | (4) |
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Handling Conflicts And Common Problems With Groups |
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Guide II-50 Facilitating Conflict Resolution |
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289 | (4) |
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Guide II-51 Handling Common Problems |
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293 | (7) |
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Guide II-52 Accelerating Group Progress |
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300 | (5) |
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Guide II-53 Alternatives to Spending Time Giving Out Information in Meetings |
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305 | (4) |
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Evaluation And Group Closure |
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Guide II-54 The Task Group Process Review |
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309 | (2) |
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Worksheet II-8 The Task Group Process Review List |
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311 | (2) |
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Guide II-55 Pluses and Minuses |
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313 | (1) |
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Guide II-56 Evaluating the Regular Meeting |
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314 | (2) |
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Worksheet II-9 Regular Meeting Evaluation Guide |
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316 | (1) |
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Guide II-57 The After Action Review---A Tool for Continuous Improvement |
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317 | (2) |
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Guide II-58 Facilitator Evaluation |
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319 | (2) |
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Worksheet II-10 Facilitator Evaluation |
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321 | (1) |
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Guide II-59 Handling Closings With the Group |
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322 | (5) |
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SECTION III PHASE III: IMPLEMENTATION |
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327 | (4) |
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Guide III-1 Producing Meeting Records |
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331 | (2) |
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Sample III-1 Meeting Record: Agenda Items and Results/Decisions |
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333 | (3) |
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Sample III-2 Meeting Record: Minutes |
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336 | (3) |
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Preparing, Presenting, And Reviewing Recommendations |
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Guide III-2 Preparing Your Final Task Group Report |
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339 | (2) |
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Guide III-3 Reviewing Recommendations---The Facilitated Recommendations Review |
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341 | (3) |
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Guide III-4 Planning the Recommendations Presentation---The Unfacilitated Recommendations Presentation |
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344 | (2) |
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Guide III-5 Communicating With Others |
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346 | (3) |
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Guide III-6 Implementation Planning |
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349 | (2) |
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Guide III-7 Responsibility Charting |
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351 | (6) |
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Guide III-8 Scheduling Meetings With Groups |
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357 | (4) |
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SECTION IV LARGE-GROUP METHODS |
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361 | (2) |
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Large-Group Methods For Organizational And Community Change |
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Guide IV-1 Facilitating Large Groups |
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363 | (4) |
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Guide IV-2 The Search Conference |
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367 | (8) |
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Guide IV-3 Conducting the Open-Space Meeting |
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375 | (7) |
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Guide IV-4 Facilitating Multiple Groups in Large Group Planning Meetings |
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382 | (5) |
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SECTION V FACILITATING IN A VIRTUAL WORLD |
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387 | (4) |
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Facilitating In A Virtual World: Technological Tools And Applications |
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Guide V-1 Working Together, Virtually |
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391 | (6) |
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Guide V-2 Creating a Sample Facilitated Experience with a Virtual Group |
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397 | (3) |
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Guide V-3 A Nontechnical Overview of Virtual Groups and Technologies |
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400 | (3) |
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Guide V-4 Using Technology in Facilitating |
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403 | (12) |
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Guide V-5 Facilitating Effective Audio Teleconferences |
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415 | (3) |
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Guide V-6 Facilitating Videoconferences |
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418 | (7) |
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SECTION VI USING THE FACILITATOR'S FIELDBOOK AS A TRAINING TOOL |
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425 | (2) |
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Guide VI-1 Day One Facilitation Trainer Notes |
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427 | (15) |
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Worksheet VI-1 Contracting Scenario |
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442 | (1) |
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Worksheet VI-2 Contract Planning |
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443 | (1) |
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Worksheet VI-3 Pretest and Posttest: Distinctions Between Task Groups and Regular Meetings |
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444 | (5) |
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Guide VI-2 Day Two Facilitation Trainer Notes |
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449 | (4) |
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Worksheet VI-4 Brainwriting 6-3-5 Worksheet |
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453 | (1) |
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Guide VI-3 Day Three Facilitation Trainer Notes |
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454 | (6) |
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Worksheet VI-5 Encouraging Participation---Items for Charades Exercise |
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460 | (1) |
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Worksheet VI-6 The IAF Competencies |
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461 | (4) |
Index |
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465 | |