Dougherty Course Desc.pdf

Staff Training and Professional Development University of Wisconsin

Program Descrip:on – Dougherty, Inc. Facilita:on and Training

Issuing Campus: UW-Madison Event Number: 2024-UWMSN-00482-RFB Event Title: Staff Training and Professional Development Event Issue Date: 11/10/23 Event Due Date: 12/8/2023 at 3:00pm EST

Submission From:

Dougherty, Inc. FacilitaPon and Training Laurie Dougherty, President 15225 Yellow Wood Dr., Alva, FL 33920 Phone: 815-970-2145. Email: Laurie@Dougherty-Inc.com

FEIN: 86-1145253

Table of Contents Page 1:

• This cover sheet Page 2:

• Why the program was created

• Summary of program

• Method of delivery

• What parPcipants should expect

Page 3:

• Course agenda and learning objecPves

Page 4:

• Course agenda and learning objecPves conPnued

Page 5:

• Course agenda and learning objecPves conPnued

Page 6:

• Course agenda and learning objecPves conPnued

• Bidder experience

Page 7:

• How will this course be delivered throughout Wisconsin?

• Program (Item) name and descripPon

• Other eligible purchasers

• Emergency SituaPons

• RegistraPon fee per parPcipant

• Past parPcipants have said mailto:Laurie@Dougherty-Inc.com

Facilita5ng Group Par5cipa5on – a Blended E-Learning 7 Module Program

Why the program was created: We believe: what people help to create, they support and an organizaPon’s ability to engage its members (employees) contributes to the success of the organizaPon. This course explores a variety of techniques that can be used to implement those two concepts in meePngs. During this course the parPcipants, Learn, Reflect, PracPce and Reflect Again on the concepts and pracPces in this course.

Summary of program: This 7-module program consists of 3 parts. Required reading in a provided textbook, Facilitator’s Guide to ParPcipatory Decision-Making, by Sam Kaner, online discussions in the trainer-hosted Canvas Learning Management System (LMS) system, and live zoom meePngs to pracPce the concepts learned with feedback from the trainer. Zoom meePngs are recorded for those that cannot aiend live. It is recommended that the students of this course meet weekly extending for a 7-week program but can be adjusted to a shorter or longer schedule.

Method of delivery: Each week a new module on the Canvas LMS is “released”. ParPcipants are instructed as to what pages to read in the textbook. There are addiPonal learning materials in each module on the LMS, over and above the concepts in the textbook. Within the LMS, parPcipants are given discussion quesPons and scenarios in which to dig deeper into these concepts. They are asked quesPons like, when have you experienced a situaPon like this, how would you modify this process for your group, and/or what areas do you feel you need to work on the most? ParPcipants post their own responses and then respond to others’ answers. The trainers ask addiPonal probing quesPons and give feedback within the LMS system. Each week we have a 90-minute zoom meePng to experience the concepts from that module. In addiPon to reinforcing the concepts in the module, they are also learning some online facilitaPng skills and tools. Zoom meePngs are recorded for those who cannot aiend the live meePng.

There is a pre-course assessment, post-course assessment, and post-course knowledge check.

CerPficates are issued. This course is also approved by the NaPonal Commission for Health EducaPon CredenPalling for 23 contact hours.

Online course materials and recorded zoom meePngs are accessible to parPcipants for an addiPonal 6 months amer complePon of course.

What should par5cipants expect?

• 1-3 hours of reading per module

• Weekly posPngs and reading discussions on the LMS

• 90 minute weekly online meePng or playback of recorded meePng

• AddiPonal pracPce of newly acquired skills on your own to share with the group

Course Agenda and Learning Objec5ves:

Module Agenda Learning Objec5ves 1 – Grounding Principles • Dynamics of Group

Decision Making

• ParPcipatory Values

• Role of the Facilitator

• What Does a

Facilitator Really Do?

• IdenPfy convergent and divergent thinking as a normal group dynamic and have the tools to assist the group with the process.

• Explain the implicaPon of parPcipatory values and its effects on decision making.

• Describe the benefits of assuming an opposing point of view.

• IdenPfy the process of inclusive decision making.

• Compare the differing roles of a facilitator.

• Describe how new ideas emerge from disagreement and discussion.

• List the various legiPmate roles that meePng parPcipants play.

• Model the role of facilitator in breakout sessions.

• Value the input from others in the class by giving feedback, both online and in person.

2 - FacilitaPve Listening Skills

• AcPve Listening

• Mirroring vs

Paraphrasing

• Gathering

• Stacking

• Encouraging

• Demonstrate techniques designed to increase the listening ability of the group.

• Explain methods used to enable others to shim from expressing their opinion to listening and understanding others.

• List the benefits and challenges of a variety of listening techniques.

• Model the role of facilitator in breakout sessions.

• Value the input from others in the class by giving feedback, both online and in person.

3 – Chart WriPng Techniques

• Leiering

• Coloring

• Symbols

• Formats

• Know the importance of scribing (chart wriPng) procedures.

• Demonstrate how to use color to make flip charts appealing.

• Demonstrate the use of graphics effecPvely on flip charts and visuals.

• Compare the different types of markers and their characterisPcs.

4 – Brainstorming • Ground Rules

• Techniques

• Lists

• Methods

• Design meePng processed that help a group build consensus with diverging ideas.

• Explain how to work with the group to create their own rules.

• Demonstrate brainstorming methods in a virtual sepng.

• List techniques for keeping open discussion flowing.

• Explain the importance of everyone’s opinion.

5 – FacilitaPng Discussions

• FacilitaPng Open Discussion

• FacilitaPng Managed Discussion

• Debriefing

• Demonstrate methods used to vary parPcipaPon and group energy in a meePng.

• Demonstrate the debriefing process in a meePng.

• Assess the differences in communicaPon styles and how it affects meePng parPcipaPon.

• Demonstrate techniques to encourage parPcipaPon and understanding in a meePng.

6 – EffecPve Agendas • Agenda Design

• MeePng Goals

• Process Design

• Formulate an effecPve agenda with appropriate building blocks.

• Explain the importance of involving parPcipants in taking a lead in the agenda and design parPcipaPon within the agenda.

• Design detailed agendas with defined outcomes.

• Analyze the Pming of various agenda items and placement and their effects.

• DifferenPate the levels of parPcipant involvement in each agenda item.

• Evaluate the agenda items and their sequence on the overall outcome of the meePng.

7 – Dealing with Difficult SituaPons or People

• Difficult Dynamics

• CommunicaPon Styles

• ConPnuous

Improvement

• Design facilitaPons to include the legiPmacy of everyone’s opinions.

• Explain the dynamics of shared understanding.

• Define how the stance of a facilitator affects the group.

• Demonstrate appropriate responses to situaPons in a virtual pracPce sepng.

Laurie Dougherty, President of Dougherty, Inc. Facilita5on and Training Bidder Experience 1992 – 2020 - ExecuPve Director of the Illinois SecPon American Water Works AssociaPon. As execuPve director, I structured a training menu for the 2500+ members working in the water and wastewater industry. There is a minimum number of hours needed to maintain licensing and our nonprofit was the leading provider of those training credits. I lead the organizaPon from 100% in person training to a combinaPon of in person, blended e-learning, and online training.

2012 – University of Illinois – CerPficate in Non-Profit Management

2013 – CerPfied Facilitator and Qualified Mentor Trainer for Technology of ParPcipaPon Methods (ToP), by InsPtute of Cultural Affairs. I deliver ToP Methods training courses, ToP FacilitaPon Methods, and ToP Strategic Planning both online and in person. I am qualified to teach other trainers how to deliver those products.

2013-14 – Completed ATD FacilitaPng Synchronous Learning and the Master Trainer Program for E-Learning.

2014 – CerPfied AssociaPon ExecuPve (CAE) by The Center for AssociaPon Leadership

2017 – Qualified trainer of “MeePngs That Work”, InsPtute of Cultural Affairs, Canada. I am one of the few approved trainers for this in-person training in the United States.

2018 – Rollins College. CerPficate in InstrucPonal Design covering: InstrucPonal Design, eLearning, Learner MoPvaPon and Engagement, Learning Technologies, and Learning in the Connected Ages.

2020 – Designer of 100% online course for internaPonal American Water Works AssociaPon, FacilitaPon Fundamentals for Service Leaders, CerPficate Program. This is an extremely comprehensive cerPficate program designed for the non-facilitator that needs to conduct meePngs. It consists of 4 secPons: SituaPonal FacilitaPon and Leadership, FacilitaPon Methods, Planning and Managing the MeePng and Virtual MeePng Tips and Tricks. This course is sPll being sold today on the awwa.org site to water and wastewater uPlity personnel.

2022 - Designer and Trainer of FacilitaPng Group ParPcipaPon. Designed the current course and have delivered it to groups since 2022. Each year the course is updated, refined, and supplemented with current technology and online training tools.

How will this course be delivered throughout Wisconsin?

The course can be offered as a private in-house course, whereby parPcipants from the same organizaPon are all working through the course together. Or, the parPcipants can be blended in from many organizaPons giving them other points of view outside of their organizaPons.

With approval from Univ. Of Wisconsin-Madison, Dougherty, Inc. will provide an online mechanism for registering individuals or groups and will offer a variety of start dates and meePng Pmes. Registrants can choose to pay by purchase card or be invoiced.

Example: OpPon 1 – Meets on Monday in the amernoons, OpPon 2 – meets on Wednesday mornings. We will try to offer a variety of days and Pmes for each cohort to choose from.

Program (Item) name and descrip5on:

FacilitaPng Group ParPcipaPon – Learn how to create producPve and engaging meePngs that people want to aiend.

Other eligible purchasers:

Dougherty, Inc. agrees to offer this course to the enPre network of Wisconsin municipaliPes as described in SecPon 4.21 of the RFP.

Emergency situa5ons:

Since this course is delivered online, we are prepared to CONTINUE to deliver in the event of an emergency.

Registra5on fee per par5cipant:

The registraPon fee per person is $450 which includes the required textbook that is mailed to them. This price will be honored for both individual registraPons and group registraPons.

Past par5cipants have said:

• What benefit have you already experienced in your facilitaPon role by implemenPng your newly acquired skills?

o Learning how to be organized prior to the mee2ng with an effec2ve agenda.

o I now create more effec2ve visual aids and be;er able to capture notes.

o I learned how to be;er involve members of my group both in person and virtually.

o I have used new methods to make my virtual mee2ngs more fun, interac2ve, and relatable.

o I am more confident and competent as a facilitator.

o I set be;er agenda’s more reflec2ve of the true 2me needed and use different ways to keep par2cipants engaged.

o I have become more open to being in small group sessions. I see more of the value in these ac2vi2es and how they can help generate meaningful ideas and contribu2on.