Notes
Slide Show
Outline
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Team Facilitation
In WV Birth to Three
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Introductions
  • Please share with us
    • Your name
    • Your role on teams (including if you are a family member)
    • What region you serve
    • How long you have been practicing
    • What you hope to learn from today’s training
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Ground Rules
    • Cell phones should be turned off or on vibrate
    • Limit side bars as it can be a distraction to the group
    • If you have questions related to the material, please put questions on cards; we will have times in the agenda set for questions
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Expected Outcomes
  • Participants will have an understanding of:
    • Team models, development, and dynamics
    • Effective problem-solving, decision-making and conflict resolution strategies
    • How to work effectively and consult with team members throughout the IFSP process
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WV Birth to Three Core Competencies
  • Effective Team Practice
    • Demonstrate knowledge of team models, how teams develop, team processes and dynamics.
    • Demonstrate the ability to use effective problem-solving, decision-making and conflict resolution strategies.
    • Demonstrate the ability to work effectively and consult with a variety of early intervention team members and community partners in the evaluation and assessment process, designing intervention strategies and in providing early intervention services and supports to children and families
  • Service Delivery
    • Demonstrate the ability to acquire and integrate knowledge from another discipline or profession in order to effectively coordinate early intervention services authorized through the IFSP process.
    • Demonstrate the ability to coordinate WV Birth to Three services with medical and other community services supporting the child and family.
  • Evaluation and Assessment
    • Demonstrate the ability to effectively coordinate the multidisciplinary evaluation process for eligibility determination and re-determination on an annual basis.
    • Demonstrate the ability to effectively coordinate the initial and ongoing assessment for development, implementation and evaluation of the IFSP.
  • IFSP
    • Demonstrate the ability to facilitate the IFSP meeting.
  • Transition
    • Demonstrate the ability to facilitate the 90 day face to face meeting for transition planning including steps to be taken by participants to facilitate a smooth transition.
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Agenda
  • 9:00   Welcome and Introductions
  • 9:15   Review of Expected Outcomes and Agenda
  • 9:20   Understanding the Team
  • 10:30 Break
  • 10:45 What Makes a Team Successful
  • 11:30 Meeting Management
  • 12:00 Lunch
  • 1:00   Meeting Management Continued
  • 2:30   Break
  • 2:45   Meeting Management Continued
  • 3:00   What to Do When Something Goes Wrong
  • 4:00   Adjournment



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Temperament:
How We Interact With Others
  • Artisans
    • Grounded in the moment and are risk takers, “just do it” attitude rather than planning for what if’s
  • Guardians
    • Have a natural talent for keeping things running smoothly, they are good schedulers and are knowledgeable of and stick to the rules.
  • Rationals
    • Strive to understand how things work and make them work better, unwavering determination to accomplish goals
  • Idealists
    • Gifted at helping others find their way by focusing on potential for success

  • Adapted from the Keirsley Temperment Sorter Instrument Information
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Lost on the Moon!
  • Divide into small groups
  • Individually rank the items
  • Rank the items in your small group


  • Be prepared to discuss how you worked together in your small groups!
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Principles of Adult Learning
  • Motivation
  • Respectful learning environment
  • Experiences
  • Achieving self-direction and active involvement
  • Critical and reflective thinking
  • Learning styles and coping strategies
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Principles of Adult Learning – Motivation
  • Factors that influence motivation
  • Does the person feel comfortable?
  • Does the person desire to engage in learning or  coaching?
  • What is the person interested in learning?


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Principles of Adult Learning – Respectful Learning Environment
  • Physical and emotional climate can provide support or challenge


  • Collaborative relationships support the sharing of ideas


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Principles of Adult Learning – Experiences
  • Past experiences and knowledge provide the critical foundation for merging new information and experiences


  • Think about how information relates to family or colleagues’ past experiences
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Principles of Adult Learning –
Self Direction and Active Involvement
  • How quickly can new information be Integrated?


  • What does it take for a person to change his/her behavior?
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Principles of Adult Learning
Critical and Reflective Thinking
  • Need opportunity to think about their efforts to change their actions as they refine their information and try new strategies
  • Asking what, when , where, who and how questions helps to prompt reflection
  • Listen to understand the other person’s perspective before offering feedback
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Principles of Adult Learning
Learning Styles and Coping Strategies
  • Strategies for processing information, meeting challenges, and accomplishing a task are individualized


  • Different people need different ways of taking in information


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Learning Styles:
How we process and learn
  • Active versus Reflective
  • Sensing versus Intuitive
  • Visual versus Verbal
  • Sequential versus Global


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Learning Styles:
Active  vs.  Reflective
  • Active Learners
  • learn best by doing something active with the new information (discussion, application)
  • like group work
  • Reflective Learners
  • Thinkers
  • Prefer individual projects



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Learning Styles:
Sensing vs. Intuitive
  • Sensing Learners
  • Learn facts and process through an established pattern of decision making
  • Patient with details and like hands on activities
  • Dislike complications and surprises
  • Want real world application to what they are learning


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Learning Styles:
Sensing vs. Intuitive
  • Intuitive Learners
  • Enjoy discovering the relationships and possibilities
  • Dislike repetition
  • Seek innovation
  • Enjoy new challenges and abstract ideas
  • Dislike routine
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Learning Styles:
Visual vs. Verbal
  • Visual Learners
  • Preference for remembering and learning what they see
  • But learn best with a combination of visual and verbal input
  • Verbal Learners
  • Prefer remembering and learning what they hear or read
  • Learn best with a combination of visual and verbal input



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Learning Styles:
Sequential vs. Global
  • Sequential Learner
  • Wants step by step information
  • Each new piece of information progressing from the first
  • Global Learner
  • Need to grasp the big picture in problem-solving
  • Learn in large pieces
  • May have trouble explaining details of results
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Who Am I and How Do I Learn Best?
  • In small groups pull out and discuss the results you received from the Learning Styles and Keirsley Temperament Sorter
    • Discuss your commonalities and differences
    • Do you see patterns
    • How does this information help me in understanding others?
    • How does this influence how I interact with families?
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Models of Team Interaction
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Stages of Team Development
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Let’s Take a Break!
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Challenges to the Team Process
  • Family Perspective
    • Professionals discount parent perspectives or priorities
    • Professionals see the child from a single discipline perspective
    • Parents are not involved in the planning process
    • Parents are not supported in fully participating in meetings
    • A group of professionals can be intimidating
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Challenges to the Team Process
  • Practitioners
    • Family Speak
    • Grasp of the philosophy of early intervention
    • Beliefs related to family-centered practice
    • Resourcefulness
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Identifying Team Challenges
  • For the Family
    • What questions/concerns families may have, considering that these may often be unspoken, that have impact on the forward motion of the team?  How may we assist with these?
  • For the Practitioner
    • What questions/concerns practitioners may have that affect the forward motion of the team?  How may we assist with these?
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Characteristics of Effective Teams
  • Clear goals and outcomes
  • Results driven
  • Competent members
  • Unified commitment of all members
  • Collaborative climate
  • Standards of excellence
  • Strong support systems informal and formal
  • Strong leadership
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Preparation is the Key
to Supporting Teams
  • Reviewing the Process
    • Documentation
    • Timelines
    • Concerns, Priorities and Resources
  • All pertinent information is received and there has been an opportunity to review and ask questions prior to decision making


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Preparation is the Key . . .
  • Planning for the Meeting
    • Who will attend
    • Focus
    • Location, date and time
  • Written Notices
    • Provided at least 5 days prior to the scheduled meeting
    • Coordinating the date/location for meeting should have occurred much earlier
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Meet the Davidson’s
  • Review the scenario


  • Complete the IFSP Planning Worksheet


  • You have 15 minutes to complete this activity.
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Building the Agenda
  • What do we include in an agenda?
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Let’s Practice!
  • Develop an agenda for the Davidson’s IFSP


    • You have 10 minutes for this activity
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LUNCH!

  • See you in 1 hour!
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Preparing as the Facilitator
  • As the facilitator of a meeting, what are the tools and documents that you would need to have available to you in an IFSP meeting?
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Ground Rules
  • Include general concepts of:
    • Team values
    • Team expectations for meetings
    • Communication methods
    • Decision making methods
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Physical Considerations
  • Room size
  • Seating
  • Atmosphere
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Roles and Responsibilities
  • Leader
  • Facilitator
  • Recorder
  • Timekeeper
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Facilitating the Meeting:
The Beginning
  • Start on time
  • Introductions
  • Review purpose of meeting
  • Review procedural safeguards at appropriate times throughout the meeting
  • Review ground rules and determine roles
  • Pass out materials
  • Review time limits
  • Begin with the family


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Facilitating the Meeting:
The Beginning Techniques
  • Reviewing the agenda & ground rules
  • Prioritizing
  • Alternative documentation
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Facilitating the Meeting:
The Middle
  • Assure all team members are heard
  • Documentation of discussion and decisions
  • Family clarifies priorities when questions arise
  • Respond to stresses
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Facilitating the Meeting:
The Middle Techniques
  • “I” time
  • Round Robin
  • Brainstorming
  • Parking Lot
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Let’s Practice the Techniques!
  • Count off by three to divide into 3 groups


  • Remember roles: facilitator, recorder, timekeeper
  • Utilize facilitation techniques to complete your task.


  • You have 20 minutes to complete your task.
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Facilitating the Meeting:
The End
  • Documentation
  • Assure team members understand their ongoing roles
  • Signatures
  • Next steps
  • Clean up!
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Follow-Up
  • Copies of the IFSP and Teaming Activity Note to all team members, the RAU and anyone the family has requested have this information
  • Follow up with family
  • Follow up with other team members
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Let’s Take a Break!
  • 10 minutes!
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Challenges You May Encounter
  • Personalities
    • The Quiet and Shy
    • The Overly Talkative
    • The Whisperer
    • The Overly Disagreeable


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Strategies to Encourage Participation
  • Verbal techniques
  • Non-verbal techniques
  • Others?
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Strategies to Keep the Meeting Moving
  • Prepare!
  • Refocus the group
  • Family clarifies the issues
  • Problem solve!


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What is the Greatest Strategy for Facilitators?
  • Communication!
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Advantages of Occasional Conflict
  • Energizes the team
  • Motivates individual team members to clarify their view point
  • Allows team members to hear different perspectives
  • Broadens awareness by stimulating discussion, debate, and reflection
  • Encourages creative problem solving
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Causes of Conflict
  • Personalities
  • Communication
  • Personal versus
  • family needs
  • Outside stresses
  • Different beliefs
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Responding to Conflict
  • At the expense of others
  • Self-sacrificing
  • Avoiding or ignoring
  • Address all concerns
  • Find mutually acceptable solution
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Let’s Practice
  • 5 volunteers from the group to help with a role play


  • During the role play, the observers need to identify the personalities participating, the causes of the conflict and the responses that are occurring.


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Be Prepared
  • Know and care for yourself
  • Identify the main points you want to communicate
  • Have a safe place for discussion
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Be a Good Communicator
  • Active listening
  • Acknowledge the issue
  • Discuss in a constructive, non-blaming way


  • “Seek first to understand, then to be understood.”  Covey
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Clarify the Conflict
  • All should have an opportunity to express their views
  • What is the crux of the problem and how does it relate to the mission of the team?
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Strategies to Generate Solutions
  • Present an issue with a possible solution
  • Brainstorming
  • Round robin
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What About Consensus?
  • Definition
    • 1 a:  general agreement, b:  the judgment arrived at by most or all of those concerned
    • 2 group solidarity in sentiment and belief
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When All Else Fails
  • Call for a break
  • Let it rest for now and continue the discussion at another meeting
  • Call your Regional Technical Assistant for assistance
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Questions?
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Resources
  • Puzzled About Teams
    • www.schreyerinstitute.psy.edu/PuzzledAboutTeams.pdf
  • Master Facilitator Competency Self Assessment
    • www.masterfacilitatorjournal.com/assess.html
  • Evaluating Your Teams At Home
    • www.answers4families.org/ifspweb/evaluation.html
  • Center for Substance Abuse Prevention Training Library – Response to Conflict
    • http://p2001.health.org/CTW06/mod3pm.htm#top

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Thank You for Your Dedication to Children and Families