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Leader Guidelines

Leader Guidelines
Leader Guidelines

Pay attention to your own spiritual preparation work, ahead of leading a workshop. You may want to set aside time for personal study, prayer, meditation, and journaling. Use the Spiritual Preparation section of each workshop as a guide.

Be attentive to the differences in life experience and historical knowledge participants bring to the group, particularly if their ages span a wide range. Some participants may be quite knowledgeable about Unitarian Universalist social justice history and able to add detail and new perspectives to the materials provided. Some participants may have been involved in some of the events described and willing to offer first-hand accounts. Others may be new to Unitarian Universalism or to the events explored in the workshops. Keep the pace and level of material balanced with participants' experience.

Strategies for Effective Group Facilitation

These suggestions are excerpted from "Sharing the Floor: Some Strategies for Effective Group Facilitation," by Judith A. Frediani, from the website of the Unitarian Universalist Association:

1. Group Covenant. It is invaluable for any group—whatever its primary focus—to agree on expectations for behavior in their work together. Whether you call those written expectations covenants, agreements, or guidelines, they may include a range of issues such as arriving on time, keeping confidentiality, the right to pass, and no "put-downs." Ongoing groups such as standing committees can review and renew their agreements annually, or whenever new members are added.

Short-form covenanting is a time-efficient way to help a group agree to guidelines. Prepare a draft on newsprint before the first meeting and ask participants to respond. Invite them to add, delete, or modify until everyone understands and accepts the expectations.

Long-form covenanting invites the group to generate its guidelines from scratch. Although it takes a little longer, it is more participatory and may foster more of a sense of ownership. One approach is to say something like: "Think of a time when you were a member of a productive and safe group. What would make this group productive and safe for you?" List responses and encourage discussion until consensus is reached. Then ask, "What do you think should happen if our behavior is not in keeping with our agreed guidelines?" Discuss.

A group covenant provides at least three benefits:

  • Expectations are clarified so that misunderstandings are less likely.
  • The agreement makes it clear that everyone, not just the leader(s), is responsible for the effectiveness and enjoyment of the group.
  • The guidelines provide a valid and specific reference for addressing problematic behavior. Leaders or participants can speak to a group member privately or within the group about their concern that a behavior is not in keeping with the agreement.

2. Begin on time. End on time. Take this responsibility very seriously. Promptness sends two important messages:

  • "We are a group that means what we say. We said we would start at 7, and we started at 7." This gives leaders credibility and builds group trust.
  • "This is a group that respects my time and my needs. The leaders said we would be done at 9, and we are done at 9. (And can go home to our families!)"

Modeling respect for the group fosters other expressions of respect within the group.

3. Model brevity. Leadership is not license to ramble. Make sure your thoughts are organized and succinctly presented. In check-ins and other sharing, be sure you share for less than the allotted time for each person.

4. Use a talking stick. Some groups use a "talking stick" (or feather, etc.) which one must be holding in order to speak. This practice discourages people from spontaneously (and repeatedly) sharing their thoughts out of turn. It clearly gives the floor to one person at a time, and encourages shared responsibility for participation, since the speaker, not the leader, must decide who to hand it to next. (If it is placed in the center of the circle after each speaker, participants, not leaders, must still take responsibility for who will speak next.)

5. Pass a watch. Sharing can consume much more time than planned. If the group has agreed to a number of minutes for each person's sharing (such as 2 or 5 minutes), pass a watch with a second hand around the circle. Each person times the person next to them, and gently signals them when their time is almost up. As facilitator, you go first. This device is only appropriate if the group has agreed to limit their sharing to a certain time period. And, of course, common sense should prevail if someone is sharing a painful or otherwise sensitive experience. In groups with a history of saying they want a short check-in yet do a long check-in, this is a consciousness-raiser that often does not have to be repeated.

6. Use a timed agenda. It is almost always helpful to post an agenda at the beginning of any meeting. People like to know what they are doing and where they are going. Next to each item, suggest a time, and do an agenda check with the group to get their agreement. This is no less important with support groups than with Board meetings, although the former will likely have a much less detailed agenda than the latter.

Use the timed agenda to enlist the whole group in taking responsibility for the process. If they fall behind in the timing, say "I'm concerned (or "I notice') that we are behind our agreed-on schedule. What do you suggest we do about this?" Let the group make suggestions. Usually, they volunteer that they need to be more focused and self-disciplined, particularly if you ask, "Shall we extend our meeting time by 45 minutes?"

Be aware that the group may decide it really needs to spend the entire time on one activity. If this is the consensus of the group, then it is what they should do, as long as it is an intentional group decision. Responsibility, not inflexibility, is the goal.

7. Form small groups. People like to talk. One way to give everyone more time to talk within a limited time frame is to divide participants into groups of two or more for discussion. When the whole group re-gathers, the small groups can share according to the time you have allotted—from as little as a word or phrase to a written report.

Use the promise of small group time to interrupt lengthy or tangential discourses, suggesting, for example, that the small group exercise will be a more appropriate place to share that story.

8. Post an unfinished business list. Post a sheet of newsprint. List people's questions and concerns that cannot be addressed in the program without derailing the schedule or focus of the group. As people go off on tangents that are important to them, but not germane to the task at hand, interrupt politely, affirm that their issue deserves attention, explain that it cannot be addressed now, write it on the newsprint and promise to return to it. Be sure to return to it at the time you have set aside, such as at the end of the workshop.

9. Leveling the playing field. Some people are quick to speak up; others need time for reflection. Some are comfortable competing for the floor; others are not, and will not. The result is that a few people consistently speak first, more often and at greater length. But only if the discussion mode is "survival of the fittest" (that is, most verbally aggressive). Here are some techniques to equalize opportunities to speak.

  • Moment of Reflection. Tell the group you are about to put a question or topic before them for discussion, but you would like everyone to reflect silently for a minute (or two) after they hear the question. After you ask the question, do not allow anyone to break the silence except to ask a clarifying question. Then, break the silence by calling on someone who has not spoken at length or by using one of the options below. This technique gives people the time they need to collect their thoughts.
  • Around the Circle. Suggest that the group go around the circle with each person speaking briefly to the topic who wishes to do so. Start with someone who does not dominate.
  • Raising Hands. Ask the group to agree that they will raise their hands when they wish to speak, and that everyone will refrain from interrupting when someone else has the floor. The facilitator makes a note of the order in which people raise their hands and periodically indicates who will have the floor next. For example, "Mary, John, Bill, then Cathy." If this system seems "juvenile" or controlling, try it. It is fair, inclusive, efficient, and relaxing because people can turn their attention to speaking and listening with respect rather than competing for the floor and trying to hold it against the threat of interruptions. A word of caution: It is important that the facilitator facilitate, and not take advantage of the process. If the facilitator wishes to participate in the discussion, they must symbolically raise a hand and add their name to the list.
  • Invitation. Ask that people who have not yet spoken go next. Remember, this is an invitation; it should not feel coercive or put anyone on the spot.
  • Body Language. Watch for body language indicating that someone wants to speak, but is hesitant to compete for the floor. Call on them in an encouraging way.
  • Eye Contact. Try to avoid making eye contact with participants who have been talking too much. It is a green light for them to speak. (It is surprisingly hard to avoid looking at the person you have come to expect to speak out.)

10. Process check. Schedule a five to ten minute group process check as a regular feature at the end of each workshop or meeting. Ask, "How was our process?" When you introduce this concept, make it clear that a process check is not an evaluation of the leader(s), but an invitation to everyone to reflect on their own participation and their experience of the group process as a whole. A process check encourages self-awareness, communicates that everyone shares responsibility for the process, and gives people an opportunity to voice their concerns or suggestions.

11. When all else fails. Usually participants are reluctant to confront each other and look instead to the facilitator to handle dominating members. If preventive strategies have failed, try these interventions:

  • Interrupt. Don't be afraid to interrupt a speaker in front of the group. Letting one individual go on and on is disrespectful of all participants. Examples of respectful but firm interruptions:
    • "Excuse me, Frank, but I'm concerned about the time."
    • "I'm going to stop you there, Mary, because I'm concerned that we are moving off our focus."
    • "Frank, can you summarize your point in 25 words or fewer, because we need to move on."
    • "Mary, is this an issue we can put on the Unfinished Business list? We can't address it right now."

Usually people respond by cooperating, and usually if the facilitator is willing to interrupt garrulous behavior, the garrulous become quieter, the quiet become bolder, and a rough equality evolves. If appropriate, appeal to the group guidelines and the agenda as objective references for behavioral expectations.

  • Speak to the person privately. When a participant is really not responding to preventive strategies or gentle confrontations in the group, speak with the individual at the break or after the meeting. You can be more candid in private.
    • Use "I" statements to state the problem: "I am concerned about staying on our schedule." "I am concerned that not everyone has an opportunity to speak when some people speak at length. It is my responsibility to bring everyone into the process."
    • Name the participant's behavior if they don't own it themselves. Be specific. "Frank, are you aware that you interrupted Mary, John, and Louise when they were sharing? We agreed as a group to listen to each other respectfully."
    • Give them an opportunity to voice their concerns. "Mary, how is this group working for you? You seemed frustrated tonight. Is there something you need from me or the group?"
    • Try to enlist their help in agreeing to a solution. Affirm them and appeal to their sense of fairness. "Frank, I value your participation in this group, and I need to be respectful of everyone's time and needs. What do you think I should do when someone repeatedly interrupts others?"

Hopefully, the participant will acknowledge their behavior and modify it in the future. If the behavior continues unabated, it is likely the person is not merely needy or thoughtless, but seriously hostile. Confronting the person may cause them to leave the group. This is the participant's choice, and if you have treated the person respectfully, you should not feel that their decision is your "failure."

Strategies for Brainstorming

Many activities in this program invite participants to brainstorm. There are many ways to lead this collaborative process, and not all of them involve shouting out ideas in a crowd! Here are some ways to vary the brainstorming in order to add interest or to better engage a particular group:

Word Cloud. This method works best to elicit general ideas about a topic when you expect one- or two-word answers, rather than phrases or detailed ideas. Use a pair of facilitators; have newsprint and markers in several different colors. Write the question or topic on newsprint. Invite participants to offer answers freely; one facilitator acts as scribe and the other solicits responses, listening and repeating the words, making sure everyone who speaks has their idea recorded. The scribe writes the words using different colors of markers, all over the page, in no particular order. Feel free to write sideways, big and small, randomly spaced. This keeps the words from forming a list or an implied hierarchy. If you run out of room, use a second sheet. When you are finished, allow the group a moment to look at the newsprint. Then post the newsprint so everyone can view it for reference for the duration of each workshop.

Lists. This technique works best when you have something to compare/contrast, or several connected questions. Answers may be a little more detailed than in the Word Cloud, but still should be short phrases. Write the questions or topics at the top of several sheets of newsprint. Post them around the room, if possible.

One facilitator asks for responses to the question or topic on the first sheet, while the other facilitator records. Then move to the second, then third, and so on. Make sure you allow a roughly equal amount of time for each sheet as for the first!

Sticky Notes. Sticky notes work best when every person might have several responses to record, when people need a bit of reflection time before answering, or when the group includes people who are reluctant to "shout out" but who need to be heard.

Post the question or phrase on a sheet of newsprint. Hand out large sticky notes and thick markers to participants, and give them time to consider their responses. Invite them to write the words in large, clear print on the sticky notes, using one note for each response they wish to offer. When the time is up, collect the notes and read them aloud as you stick them to newsprint. If there are repeating themes, or duplicate notes, stick these together as you read them aloud, allowing participants to see clusters of ideas emerge.

This technique also works well if there are multiple topics for response. Post a sheet of newsprint for each topic and invite participants to stick their responses to the appropriate piece of newsprint. Once everyone is finished, read the responses aloud.

Note Cards. This works well for collecting ideas before discussing them in more detail. This method includes those who are reluctant to speak up in front of the group and can offer some anonymity. Note cards can help each idea be considered without regard to who submitted it. Hand out identical blank cards and pens/pencils to the group. Ask the question, or give the topic ("Social Action Committee Fundraising Ideas") and give people a few minute to think about and write their response. Collect the cards and mix them up. Invite a co-facilitator to write the responses on newsprint as you read them aloud, without comment.

To vote on ideas, hand everyone sticky dots or stickers, one for each vote. Invite them to place a sticker next to the idea they like best on the newsprint.

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