Facilitator’s Cheat Sheet

Setting the scene

Purpose & Context of any workshop, session or a part of it

  • Framing story or metaphor – open with a short story or image that conveys the session’s deeper purpose.
  • Agenda walk-through – briefly describe the flow of the day and expected outcomes.
  • Etiquette – co-create or review simple behavioural norms (“one voice at a time”, “assume positive intent”, etc.).
  • Success criteria or promise – ask “What would a successful session look like?” to align expectations.

Roles & clarity

  • Introduce roles visually – show who’s facilitating, timekeeping, note-taking, etc.
  • Consent check – “Is everyone okay to proceed?” to model inclusion.
  • Confidentiality agreement (Las Vegas) – if sensitive topics may emerge.

Tone & Mindset

  • Leader invitation – have a sponsor or leader articulate why this matters
  • “What’s in it for us?” reflection – each participant states the personal relevance.
  • Agreed hint – display a purpose statement or symbol on the wall throughout.

Discussion

Getting people to speak / speak up

  • Go-round / lightning round – quick responses from everyone (“one thing you hope to get from today”).
  • Ask people specifically – call on individuals rather than the whole room to break silence gently.
  • Think–pair–share – private reflection → paired discussion → open shareback.

Surfacing feedback

  • Thumbs up / thumbs down / sideways – quick pulse on agreement.
  • Scale of 1–5 hand show – level of confidence or experience.
  • Spectrum line – participants place themselves along a continuum (e.g. “New to this ←→ Expert”).

Ideation & co-creation

Idea Generation (divergent thinking)

  • Freelisting – invite participants to write as many responses as possible to a prompt.
  • Brainwriting / silent storming – ideas generated individually on paper before group discussion.
  • Affiliate mapping – visualise who/what connects to which initiative or stakeholder.

Contain and Organise Divergence

  • Parking lot – capture off-topic but valuable ideas.
  • Time-box divergence – clearly separate idea generation from evaluation.

Converging, Deciding 

  • Key insight harvest – invite each participant to share one big takeaway or “signal.”
  • Dot voting – simple democratic way to spot energy and interest.
  • Stack ranking – rank items by importance, impact, or feasibility.

Wrapping up and reviewing

Closing and Committing

  • Facilitator summary – restate the key agreements, insights, and next steps in plain language.
  • Celebration moment – applause, toast, or gratitude round to acknowledge effort.
  • Feedback pulse – quick “how was today?” scale or one-word close.