Table of Contents
More Praise forThe Skilled Facilitator Fieldbook
This book provides the tools, techniques, and actual experience to truly practice shared leadership. Roger Schwarz and his colleagues provide not only the theory but the practical, hands-on experience required to develop high-performance teams.
Jay Hennig, vice president, Moog, Inc.
Although I consider myself already familiar with Rogers Skilled Facilitator approach, I was amazed at the breadth and depth this Fieldbook provides. It is a compelling resource for anyone interested in building his or her facilitative capabilities.
Sandy Schuman, University at Albany, SUNY; editor, The IAF Handbook of Group Facilitation; and moderator, the Electronic Discussion on Group Facilitation
The Skilled Facilitator Fieldbook is a must-have for anyone serving as a third-party intervener, coach, consultant, or a manager with a desire to develop people and groups.
Thomas P. Zgambo, corporate ombudsman, Coca-Cola Enterprises Inc.
The Skilled Facilitator Fieldbook truly provides the reader with an understandable root cause perspective on why people interact the way they do and the means to create change. It goes way beyond the memorize these rules approach advocated by many practitioners.
Sid Terry, director of organization development, NA Manufacturing, Kraft Foods
Also by Roger Schwarz
The Skilled Facilitator: A Comprehensive Resource for Consultants, Facilitators, Managers, Trainers, and Coaches (New and Revised)
The Jossey-Bass Business & Management Series
To my parents, Richard and Jeanne Schwarz, for all their love and encouragement
R.S.
To my family, friends, and clients for their love and support, and especially to my nieces and grandnieces, Carson, Alex, Emily, and Allisonthe young women who will create the world I dream about
A.D.
To Andrew, Jacob, and Lena, with love and thanks for their unfailing wisdom, humor, and support
P.C.
To my family, who encouraged me to be curious and openminded about all things; to Reba, Oz, and Rain, who keep me grounded; and to my new husband, Matthias Ender, for his unconditional support
S.M.
Editors, Authors, and Contributors
Roger Schwarz is founder and president of Roger Schwarz & Associates, a consulting firm that is dedicated to helping people change how they think and act so they can improve their business results and relationshipsoften in ways they didnt think possible. For more than twenty-five years, he has been helping groups and organizations by facilitating as well as consulting, coaching, and teaching and speaking on the subjects of facilitation, teams, and leadership. His clients include Fortune 500 corporations; federal, state, and local government; educational institutions; and nonprofit organizations. His book The Skilled Facilitator (Jossey-Bass, 2002) is a standard reference in the field. An organizational psychologist, Roger was formerly associate professor of public management and government at The University of North Carolina at Chapel Hill. He earned his Ph.D. and A.M. in organizational psychology from The University of Michigan, his M.Ed. from Harvard University, and his B.S. degree in psychology from Tufts University.
Anne Davidson is a consultant with Roger Schwarz & Associates. She specializes in leadership development, facilitator training, and long-term organizational and community change projects. She works internationally with management groups, work teams, and nonprofit and local government boards. She increasingly coaches individuals who want to embrace learning and creative development in their jobs and personal lives. Her journey toward organization development and training started almost thirty years ago when she began teaching eleventh-grade English in South Carolina. Since that time, she has served as a media center director; a marketing and management instructor in the School of Business at Western Carolina University; the training and organization development director for the City of Asheville, North Carolina; and a lecturer in public management and government at The University of North Carolina at Chapel Hill. Anne learned the Skilled Facilitator approach in 1988 during the early phases of its development when the City of Asheville became a client of Roger Schwarz & Associates. She earned her B.A. in English and secondary education from Presbyterian College. She holds an M.L.S. from The University of North Carolina at Chapel Hill and an M.B.A. from Western Carolina University.
Peg Carlson is an organizational psychologist who earned her Ph.D. from The University of Michigan. She is a consultant with Roger Schwarz & Associates and adjunct associate professor of public management and government at The University of North Carolina at Chapel Hill. She teaches, consults, and writes in the area of organizational change and development. She leads workshops on facilitation and facilitative leadership and frequently facilitates meetings for governing boards, management teams, and community groups. She has published articles on developing effective groups, assessing the chief executives performance, and multirater feedback. Peg started using the Skilled Facilitator approach with Roger Schwarz and colleagues Dick McMahon and Kurt Jenne when she joined the UNC faculty in 1992. She resigned her tenured position in 2000 to better balance work and family life.
Sue McKinney is a consultant with Roger Schwarz & Associates and independently. Formerly, she was director of organizational development for an international nongovernmental organization based in Chapel Hill, North Carolina. Sue developed her facilitation skills in the early 1980s while working for an international nonprofit grounded in the consensus decision-making process. She first worked with Roger Schwarz in 1990-1991 while serving as an intern to a county social services management team working with him. In 1997, she attended the two-week Skilled Facilitator class offered by The University of North Carolina Institute of Government and within one year began working with Schwarz to teach classes around the country. McKinney has practical expertise in leadership development, board development, mediation, facilitation, and training of trainers. She believes in the value of humor and play to stimulate creativity and productivity and is known for her energetic and humorous approach to working with groups. She leads workshops on a variety of topics, including facilitative leadership, and facilitates public and nonprofit board and staff retreats. Sue earned her A.B. in history from Duke University and her M.S.W. from The University of North Carolina at Chapel Hill, with a specialization in human services administration.
Matt Beane is an organization development, coaching, and training professional who helps individuals, groups, and organizations exceed performance expectations while increasing both the quality of their relationships and their ability to learn from adversity. His specialty and passion lie in helping people assess gaps between their behavior and their espoused values, allowing them to make more informed choices about their behavior and values in the future. He is an associate with Roger Schwarz & Associates and has worked with a number of Fortune 1000 companies in the financial, professional services, pharmaceuticals, manufacturing, hi-tech, travel, consumer goods, and hospitality sectors, with a variety of nonprofit and governmental organizations, and in the public workshop format. Before becoming an independent in 2002, he was independent workforce director at the Forum Corporation, a consultancy specializing in workplace learning solutions. Matt holds a B.A. in philosophy from Bowdoin College and has done graduate work at Harvards School of Education in Adult Learning.
