Podcast Episodes First Time Facilitator Podcast Episodes First Time Facilitator

Episode 166: Creating a learning atmosphere of “serious fun" with Dana the Trainer #bestof

Energy is the most important thing when it comes to your workshops, and I discovered this nice and early when I geeked out on an energetic conversation with today’s guest, Dana Jane-Edwards.

This is a #bestof episode - I spoke to Dana back in 2018, when she called herself “Dana the Trainer”. Through a series of pivots and discovering her passion, she is now known as “Diversity Dana”.

Energy is the most important thing when it comes to your workshops, and I discovered this nice and early when I geeked out on an energetic conversation with today’s guest, Dana James-Edwards.

This is a #bestof episode - I spoke to Dana back in 2018, when she called herself “Dana the Trainer”. Through a series of pivots and discovering her passion, she is now known as “Diversity Dana”.

Today’s conversation is as relevant as ever - you’ll learn

  • Ways to make facilitation more fun, colourful and engaging

  • How to balance or lift your energy levels when required

  • What to do when things don't go to plan (hint: prevention is better than cure)

  • How to create content for new workshops

I want to share her website copy on her About page as a way of introducing her.

Here we go:

My favourite word is the F-Word – FUN

(Wait a minute … what F word were you thinking about?).  Seriously!

As you can tell I take an unconventional approach to learning focusing on fun, colour, enjoyment and making things as practical and relevant as possible to make sure that key learnings make it back to the workplace.

What is it that I facilitate? Great question!

I have my fingers in many pies, but my 3 core areas are *drumroll please*

Diversity & Inclusion, Train-The-Trainer (or Coach) and Agile

And if that sounds like an eclectic mix of things that shouldn’t go together and make no sense  you’re going to have to read the rest of my bio to find out why and how it all came about. To confuse you even further I sometimes even dabble in some Management & Leadership bits … but that’s a story for another day.

Read the rest of Dana’s story.

What’s new with Leanne and First Time Facilitator?

  • So excited to share that I’m partnering with Slido on their Online Meetings Revolution trend report. Come along to the launch and hear the interesting data + predictions to make your online meetings as engaging and relevant as possible. It’s on 14 April 2021, here’s the link to sign up.  

  • Join the conversation when the show is over with 1300 facilitators from all over the world in our free group called The Flipchart

  • Support the show (and my ideas) by buying me a coffee

Resources mentioned in this episode:

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Quotes of the show:

  • "There are so many things that you can do to bring learning, to bring a classroom alive to make things not so painful for people".

  • Even when you know the content and you're familiar with it, you’re still thinking, 'Who's going to be there tomorrow?', 'What if this exercise doesn't work?',  'What do I have as a backup for this?', 'Did I pack this thing?'

  • 'You cannot be rigid, sticking to your lesson plan. The classroom is a place of surprise.  The best facilitators pull the learning out of what is happening in the room, instead of sticking to the script'.

Episode transcript

View the First Time Facilitator episode transcript with Dana the Trainer.

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Podcast Episodes First Time Facilitator Podcast Episodes First Time Facilitator

Episode 30: A hostage, a hard-worker and a holiday maker walk into a workshop… with Murray Guest

Murray Guest is a coach, consultant, facilitator and speaker based out of Newcastle, Australia. His consultancy is called ‘Inspire my business’ which is apt, because as you will be able to tell from the conversation, he’s an inspirational bloke.

Listen to this episode from First Time Facilitator on Spotify. Murray Guest is a coach, consultant, facilitator and speaker based out of Newcastle, Australia. His consultancy is called 'Inspire my business' which is apt, because as you will be able to tell from the conversation, he's an inspirational bloke.

Murray Guest is a coach, consultant, facilitator and speaker based out of Newcastle, Australia.  His consultancy is called ‘Inspire my business’ which is apt, because as you will be able to tell from the conversation, he’s an inspirational bloke. 

After over 20 years in corporate roles which included roles as a QA Manager, L&D Manager, BD Manager and Facilitator, Murray followed his heart and started his own business as a business coach, facilitator and consultant.  

We cover a range of topics in this conversation, ranging from the importance of professionalism as a facilitator; to the questions he uses to get people to start talking to each other at the beginning of a workshop; through to behaviour management.

Listen in when we also talk about teams in organisations and reasons why they may not be performing as effectively as they could/should.

In this episode you’ll learn:

  • How Murray got his break into the world of facilitation

  • His philosophy around TGIF

  • The importance of professionalism and what that means for facilitators

  • What you can do when you have participants who demonstrate resistance in your workshops

  • The three types of audience members in your workshop

  • How he uses the Gallup Strengths Finder tool everyday; in both his personal and professional life

  • Why it’s important to create foundations in a workshop (and how long Murray spends doing this)

  • How to survive (and keep your energy and sanity) during consecutive days of facilitation and

  • Ideas on when you should start reflecting on a workshop you’ve just run (hint: Don’t reflect immediately!)

  • His advice for First Time Facilitators

About our guest

Murray Guest is one of Australia’s leading Strengths coaches, helping over 1,000 people unlock and apply their strengths to achieve their professional and personal goals. As a Gallup certified Strengths coach he partners with organisations to build strengths-based cultures and realise the benefits a strengths-based approach brings. 

The founding director of Inspire My Business, he combines his diverse experience in HR, QA and Business Development to inspire leaders and their teams along the pathway of change and continuous improvement. 

His recognition includes one of only two coaches to speak at all three of the Gallup Strengths Summits in Omaha and receiving the HMA Excellence in Training Award for leading significant improvements as the Learning and Development Manager of Tomago Aluminum.

Resources mentioned in this episode:

Like this show?

Episode transcript

View the First Time Facilitator episode transcript with Murray Guest.

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Episode 28: Facilitation is all about the tempo with Joshua John

In today’s episode, you’re going to hear from a good mate of mine, Joshua John. Josh has been living in the Kimberley region of Western Australia and has been working as a Language, Literacy and Numeracy trainer at North Regional TAFE. It’s a pretty challenging gig for trainers in the region. It’s normal for trainer to drive hundreds, if not thousands of kilometres in a week to deliver training to students at remote communities.

Listen to this episode from First Time Facilitator on Spotify. In today's episode, you're going to hear from a good mate of mine, Joshua John. Josh has been living in the Kimberley region of Western Australia and has been working as a Language, Literacy and Numeracy trainer at North Regional TAFE.

In today’s episode, you’re going to hear from a good mate of mine, Joshua John. Josh has been living in the Kimberley region of Western Australia and has been working as a Language, Literacy and Numeracy trainer at North Regional TAFE. It’s a pretty challenging gig for trainers in the region. It’s normal for trainer to drive hundreds, if not thousands of kilometres in a week to deliver training to students at remote communities.

The reason I asked him on the show, was to talk about these challenges, even down to the detail of what he packs on the road… but also talk about his side hustle in the world of MC’ing too.

In this episode you’ll learn:

  • How to keep participants moving in a workshop (literally!)

  • How he responded when his mind went blank at the national stand-up comedy festival

  • How he prepares for his MC work

  • His take on using humour in your presentations

  • Josh's packing list when he trains people remotely

About our guest

Joshua John is an Access (Literacy, Language and Numeracy) lecturer based in Broome, Western Australia.

Resources mentioned in this episode:

Like this show?

Quotes of the show:

  • People try to stick in so much content and it's too much. It's like a tsunami of information. It overwhelms people.

  • One of the most important things across every industry is that ability to communicate.

  • What that individual will see is, every other person in the class has spoken and no one has laughed. When it gets to their turn, they're able to say something - and it's more part of that desire to be part of the group. No individual is going to go against that and not speak. They're engaged, and then from there, the classroom environment is working well.

Episode transcript

View the First Time Facilitator podcast transcript with Joshua John.

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Episode 26: When you stand in service, you can’t be nervous with Neen James

In today’s episode, I talk to Neen James. Neen is a sought-out, high-energy keynote speaker in the States who challenges her audiences to leverage their focus and pay attention to what matters most at work and in life. Audiences love her practical strategies they can apply personally and professionally, and meeting planners love working with her – they often describe Neen as the energizer bunny for their events. She believes that when you stand in service; you can't be nervous.

Listen to this episode from First Time Facilitator on Spotify. In today's episode, I talk to Neen James. Neen is a sought-out, high-energy keynote speaker in the States who challenges her audiences to leverage their focus and pay attention to what matters most at work and in life.

In today’s episode, I talk to Neen James. Neen is a sought-out, high-energy keynote speaker in the States who challenges her audiences to leverage their focus and pay attention to what matters most at work and in life. Audiences love her practical strategies they can apply personally and professionally, and meeting planners love working with her – they often describe Neen as the energizer bunny for their events. She believes that when you stand in service; you can't be nervous.

In this episode you’ll learn:

  • How a happy little Aussie wound up killing it on stages in the US

  • The differences between Australian and US audiences

  • Why it’s important to change your focus and stand in service (and how this helps with overcoming nerves)

  • Understanding the importance of the three types of attention and how you can apply that to your facilitation

  • Her speaker role models (and the mad genius they focus on)

  • How the three types of attention drive profitability, productivity and accountability

  • Tips and tricks on how to contextualise your training content and marketing collateral

  • Strategies on how to engage with your audience.

About our guest

Neen James is the author of Folding Time™ and Attention Pays™. In 2017, she was named one of the top 30 Leadership Speakers by Global Guru because of her work with companies like Viacom, Comcast, and Abbot Pharmaceutical, among others. She earned her MBA from Southern Cross University and the Certified Speaking Professional designation from National Speakers Association. She has received numerous awards as a professional speaker, is a partner in the international education company Thought Leaders Global, and is a member of the prestigious League of Heroic Public Speakers. Neen has boundless energy, is quick-witted and always offers powerful strategies for paying attention to what matters so you can get more done and create more significant moments at work and home.

Resources mentioned in this episode:

Like this show?

Quotes of the show:

  • “I want to make sure that every interaction they have, they feel like they are getting the attention that they want and need and deserve.”

  • “When people are making behavioural shifts, that's far more important to me than a standing ovation.”

  • “It's not about you and it's not about them, it's simply about a conversation you're going to create in the room.”

  • “One of the best engagement techniques is to keep it really practical. So as soon as they leave your workshop, they can share with someone else what they learned and they can implement it in their everyday life.”

  • “There’s always the next opportunity, the next level of performance, the next skill to develop, the next way to challenge an audience”

Episode transcript

View the First Time Facilitator episode transcript with Neen James.

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Episode 23: Facilitation is the act of making something easier with Lynne Cazaly

In today’s episode, I talk to Lynne Cazaly. Lynne is a communication and engagement expert. She is obsessed with helping leaders lead their teams through transformation and change. She helps people distil their thinking, apply ideas and innovation and boost the engagement and collaboration effectiveness of teams. She believes that having the ability to build rapport and connect with people is essential in a facilitation workshop.

Listen to this episode from First Time Facilitator on Spotify. In today's episode, I talk to Lynne Cazaly. Lynne is a communication and engagement expert. She is obsessed with helping leaders lead their teams through transformation and change.

In today’s episode, I talk to Lynne Cazaly. Lynne is a communication and engagement expert. She is obsessed with helping leaders lead their teams through transformation and change. She helps people distil their thinking, apply ideas and innovation and boost the engagement and collaboration effectiveness of teams. She believes that having the ability to build rapport and connect with people is essential in a facilitation workshop.

Listen in to when I ask her about what her thinking or her strategies were going into on the first day of her facilitation workshop.

In this episode you’ll learn:

  • How you can use visuals to explain complex activity instructions

  • Strategies to get your audience attention and get them engaged in a workshop.

  • Strategies on how to embed learning in a workshop.

  • Essentials of creating safe environment in a workshop.

About our guest

Lynne Cazaly is a keynote speaker, a master workshop facilitator, an experienced board director and a partner with Thought Leaders and on faculty of Thought Leaders Business School. She is a published author and delivered keynotes, workshops and sessions for leaders globally including Europe, USA, Asia & NZ. Her published books are:• Agile-ish: How to create a culture of agility• Leader as Facilitator: How to engage, inspire and get work done• Making Sense: A Handbook for the Future of Work• Create Change: How to apply innovation in an era of uncertainty, and• Visual Mojo: How to capture thinking, convey information and collaborate using visuals. 

Her programs in Sensemaking, Facilitation and Change are remarkable, impactful and innovative.

Send Lynne an email, say that you listen to the show and she'll share a great visual resource with you!

Resources mentioned in this episode:

Like this show? Please leave me a review here — even one sentence helps! Consider including your Twitter handle so I can thank you personally!

Click here to let Leanne know about your number one takeaway from this episode!

Click here to tweet your thanks to Lynne

Quotes of the show:

  • “So you've got to have this ability to rapidly build rapport and connect with people because you need them to be on your side."

  • “Engaging with people when it's all talk is very difficult. But as soon as you've got visuals there. Bang! Engagement goes up.”

  • “So, if facilitation means to make ease, to make easier- visuals do that. They instantly help make engagement easier, communication easier, collaboration easier, impact easier."

Episode transcript

View the First Time Facilitator episode transcript with Lynne Cazaly.

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Podcast Episodes First Time Facilitator Podcast Episodes First Time Facilitator

Episode 21: Crafting your (remarkable) facilitator brand with Jane Anderson

I chat with Jane Anderson on her experience delivering workshops and content to over 50,000 people. She shares why personal branding is so important, how you can craft your own (remarkable) facilitator brand and how she developed the courage to share her brand with the world.

Listen to this episode from First Time Facilitator on Spotify. I chat with Jane Anderson on her experience delivering workshops and content to over 50,000 people. She shares why personal branding is so important, how you can craft your own (remarkable) facilitator brand and how she developed the courage to share her brand with the world.

I chat with Jane Anderson on her experience delivering workshops and content to over 50,000 people.  She shares why personal branding is so important, how you can craft your own (remarkable) facilitator brand and how she developed the courage to share her brand with the world.

Jane is passionate about helping industry experts to be fully self-expressed and bring their authentic personality to life in their interactions with their customers to create influence and impact. She is best known for her ability to bring out the best in people in a pragmatic, resourceful and authentically inspiring way. She believes that being connected with the audience, getting their energy in connection and at the same time changing the room while she’s in there is the essence of a great facilitation. 

Listen in to her when I ask her about the tactics she uses beforehand to find out what the audience needs from their workshop.

In this episode you’ll learn:

  • Great ways to hone your skills as a facilitator

  • How to craft your own facilitator brand and stand out in a saturated market

  • What it takes to be a remarkable facilitator

  • The difference between trust and credibility

  • The three key big things that you need to be able to do to build trust

About our guest

Jane Anderson is a Business Growth expert specialising in Personally Branded businesses since the age of 14. She has worked with over 50,000 personal brands to build more trust and influence for revenue and market growth.  Her clients include Virgin Australia, Lego, Ikea, Rio Tinto and Origin Energy. Jane’s blog was recently voted in the top 25 branding blogs globally. She is the host of the iTunes podcast "The Jane Anderson Brand You Show" and has been featured in Business Insider, Sky Business, Sydney Morning Herald and The Age.  Jane has been nominated for the Telstra Business Women’s Awards in 2014, 2016 and 2018, and the author of five books including her latest “EXPERT to INFLUENCER: 12 Key Skills to Attract New Clients, Increase Sales and Leverage your Personal Brand to Become an Industry Leader.”

Resources mentioned in this episode:

Like this show?

Quotes of the show:

  • “If you can solve people's problems and you can help them have the insights and have the empathy to help them understand their own challenges and you're able to care. If you know how to care and run a tribe, if you know how to do that and you can solve problems, you don't need an MBA, that's just not needed anymore.”

  • “I've always been a cheerleader in someone else's corner but you know one day the time comes where you've got to do it for yourself and you just got to step-up and say to yourself, let's do it!”

  • “Find your tribe, get around with the right people and get a mentor.”

  • “You've got to connect with the audience, my job is to change the room while I'm there so you just got to do everything you can to get that energy in connection.”

Episode transcript

View the First Time Facilitator episode transcript with Jane Anderson.

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First Time Facilitator podcast transcript with Sean D'Souza (Episode 22)

Listen to this episode from First Time Facilitator on Spotify. In today's episode, I talk to Sean D'Souza. Sean is a cartoonist, author, online marketing strategist, a pretty good cook (judging from his social media photos) and an energetic facilitator who applies his skills in creating a different kind of workshop.

Here is the episode transcript from my interview with Sean D'Souza on Episode 22 of the podcast.

You can listen to my interview with Sean D'Souza on the First Time Facilitator podcast.

Leanne: Welcome to the show from across the ditch, Sean D'Souza.

Sean: Hello. Hi, Leanne.

Leanne: Hi Sean. Sean, I really want to get into it because I've given you a really fantastic introduction to who you are and what you do. But I want to talk about the time and a lot of these days when we run workshops and organizations or you know even outside. We're really limited with the amount of time that we have so in the two days we try and cram as much information into our participants heads as we can. But when I went to Singapore and went to your workshop it was a three-day workshop and in that you spent I think it was the first five minutes of the workshop explaining that “Hey we can cover all this content in half a day.” So I really like to hear your philosophy around embedding information in people's heads and guaranteeing a skill by using time a bit more differently to everyone else.

Sean: Yeah. First of all the reason why I say that at the start of a workshop is because of the objection that comes up you know it's like we seem to be loitering around a lot we have lots of breaks but the point is “Why do you go to a workshop?” and it depends on why you go to a workshop. If you're with a corporate you go there to waste time, right? But if you're a small business for instance, the chances are that you're looking for a skill. But even if you're in a corporate, there is a pretty good chance that you're looking for a skill and what the person needs to do, the person conducting the workshop is they need to understand that whatever they understand is not easily assimilated by the participant and then once they assimilate that they still have to practice it and so there's lots of this breaking down that goes on. So the formula that I have is like one-fifth or one-sixth of the time needs to be spent by me you know with slides and stuff like but the rest of the time is for them to work on the assignments that I give them and the group assignments and individual assignments in you know breaking it down to the point where they walk away with the elk notes and they know what to do. That is very crucial because if you need to go back and read a whole bunch of notes just to get something done that's like you know having to drive a car and going, “Oh, where are my notes?”

Leanne: Yeah absolutely. So on that, how do you confidently say then that you do guaranteed this skill and why do you think time giving people a space to reflect and talk about it? Why is that more effective than just saying than just throwing that information at someone? Why is that sort of group engagement giving them the space so effective?

Sean: Because information is very tiring. So what we do is we look at 4:00 p.m. and you look at 4:00 p.m. on day 1, 4:00 p.m. on day 2, 4 p.m. on day 3. You look at people's faces and they get very tired and if at 4 p.m. they are all bubbly and stuff and they're not exhausted that tells you that the volume of information is not too great and that means that they're able to assimilate it. Just like you would on a normal day, you have tasks to do and 4 p.m. doesn't necessarily tire you out but when you're at a workshop people just give you more and more information thinking that is the most important thing but it's not it's. What you really want from the workshop is you go in there not to get more information. You could sit at home, you go there specifically to come back after 3:00 so if I go to say a Photoshop workshop, when I come back from the Photoshop workshop I can have a 200 page book, I can have all of these slides I can have the notes and videos and stuff but can I do masking in Photoshop? - That’s the goal. So as a presenter, you have to go “Wait! How am I going to design this stuff?” so that everyone and this is without exception, everyone can do masking in Photoshop and it might well be that masking involves seven days. So in that case you go, “Okay, we won't do everything in masking, we'll do something that we can manage in five days.” and then maybe you can't do in five days and so you have to almost break it down to the point where you go, “Okay, if we do A, B and C then in three days it's guaranteed that everyone in the room will be able to do it.”

Leanne: I like how you said talked about A B and C and chunking it down because I've noticed something very similar in your podcasts you really talk about three things in every episode over the space of say 20 to 30 minutes. It is the number three something special to you or am I just reading too much into that?

Sean: The first thing is what I tend to do is I tend to say “Okay, I'll tell you three things about why you need to make workshops really safe.” and then I usually can think of one thing or the second thing and then ask to force myself to put the tether third thing in so from my perspective it's good because it forces me to elaborate on a specific point. But from a client's point of view as well, it's not that hard to focus or to work on three things you know if I do A B and C, they can kind of remember that. I don't think there's any science to it. We seem to like three things but I'm at the moment you go to 4 and 5 and 6, it's much harder because you have to remember these are not things these are concepts so when I say “Okay, safety in workshops.” Well, that's not a thing that looks like a bullet point but it's really, it could be a whole workshop in itself. That's what you know facilitators and presenters don't understand that one little bullet point that you just made. If you could just go deeper into that, that would be so much, I mean that would be useful to me rather than you jumping to point two and point three and point four and onwards.

Leanne: Yeah and you brought up a really good point about all those notes from a Photoshop workshop, we could take away a 200 page guide but how often do we really go back to our desks and refer to it? I think you know, let's put it on the shelf and think “Yeah. One day I'll read that but five years later it's still gathering dust.” So it's a very good point.

Sean: Yeah, because that should be the purpose of the workshop. The purpose of a workshop is to get people out of their house, out of their office space and you know give them time to travel because the travel to the workshop gets you to think, the travel after the workshop gets you to think. So those are very crucial but also in the workshop, because we give them so many breaks so you say, well, people often ask me, well, “How do you know that people aren't checking their email during the workshop?” Well, if you have like 12 breaks or 6 breaks and they have enough time to do all that stuff. So they're not going to do it in the workshop, in the workshop they're participating so this design of something is very crucial.

Leanne: And I think, if you're an external consultant going into a company I think you really want to guarantee that output but at the same time if it may be difficult extremely explaining to your client “Hey, I do need to give these people frequent breaks.” The first the client may be thinking, “What the hell are you doing?” you know it actually earning your hourly rate. So I guess it's important to convince that these kind of concepts are really important to guarantee that skill.

You've brought up the concept of creating a safe environment for your workshop. Is that something that you, I know you have Renuka in the corner there that helps you and with preparing and setting all of that up? How do you create a safe space with people that aren't really confident in asking questions or speaking out? How do you ensure that you guarantee them the skill by creating a safe place where they do feel safe to raise issues and questions?

Sean: Yes, so one of the things that people don't realize is that people don't care about your content. They don't care about your slides and they don't care about anything.

Leanne: Okay.

Sean: Yeah, they don’t. They only care until they feel safe. So they're not going to do anything if they end up looking like a fool or they end up, whatever! You have to think of them almost like five-year-old kids like you know, the five-year-old kid in the house is bouncing around laughing and stuff and then you take her out and then she's wiggling between the father's toes trying to stay away from your gaze because the father just said “Sing a song, come on Emily. Sing a song!” No, not going to sing a song, right? But you give Emily enough space and enough time and she will do that. So what we do is we set it up so that people are safe. Now, one of the things now, I don't know people have you know multiple questions to this and this becomes a whole workshop in itself but essentially what we do is for most workshops and not the one you did but for most workshops, what we do is we create the notes and we send it to them a month in advance. You’ll say “Well, if you're going to send them all a notes a month in advance then why are you going to show up to the workshop, as in the presenter, what's the point?” and the point is that I feel safe as a person reading the notes. Now there's no shock and awe, there's no “Oh, I have to come and I have to see all these slides for the first time.” and after you assimilate all the stuff- No! You're there, you’ve read the notes, you understand it, and so what's the job of the presenter? Well, the presenter has to show up there and now explain the same concept with different examples. So now you're getting a much deeper understanding of the same thing, different angles- same concept!

So if I say safety and I send you a book with several examples of how you create safety in workshops or how you create a safe zone then when you come to the workshop I show you different examples. How does it work in a corporate environment? How does it work if you're having a course online and you can't see anybody? So now you're getting depth in it. Now that creates one level of safety, the second level of safety and it depends on who's having the workshop. But what we do is we get people to show up before the workshop as in the day before.  Now, in Singapore you know the workshop you attended, we landed just the night before. It doesn't usually happen but we tend to have a meet and greet the previous night. In Brussels, we went to the Tintin Museum.

Leanne: Oh, great.

Sean: Yeah. Yeah I know you missed out.

Leanne: I know. I got all the photos, thanks for that while I was sitting in my cubicle.

Sean: So all of this stuff is done as a preparation then we have soft toys that people chuck around. We have sometimes when you come to the workshop you'll get maybe a little postcard with your name written on it. These are all these little things that enable people to go “Oh, this is a fun environment. This is not a place where I'm going to be put down and made a fool of.” and this takes a long time. When you get to a Psychotactics workshop you don't realize it but until about 11 o'clock you're doing nothing.

Leanne: Ah yeah.

Sean: Yeah absolutely nothing. You just had a bunch of introductions which are also engineered for you not to introduce yourself but to introduce somebody else. You’re doing a whole bunch of stuff until you finish the first coffee break which is at 10:30 and then at 11 o'clock that's when you're actually doing the first assignment.

Leanne: Yeah, you're right. I'm actually just sort of reflecting on our days in Singapore and yeah there is a bit of a science behind it, good to hear.

Sean: Yeah. So this just goes on through the days and then as people you know they get to know so we put them in groups but of course we've had really bad examples in groups. So the point is how do you make that safe as well which is you know on Day 1, we'll have a group and it's random it's not even like necessarily the same groups and then sometimes if we find that we need to change the groups the next day we change the groups and what that does is now you say, “Well, that's uncomfortable.” but it is safe at some level because you feel “Okay, I don't have to be with this person all the time.”

Leanne: Yeah, absolutely.

Sean: And so, there are lots of very small things but essentially if you start thinking of it as an adult workshop and going, “I've got a whole bunch of 10-year-olds. How do I keep them comfortable and happy?” then yeah, lots of breaks, stuff toys. Think of it as a ten-year-old party and I think you'll have a formula out there.

Leanne: That it sounds really fun. Interesting point that you said that “No one really cares about the presenter, all the slides until you make them feel safe.” It's the first time I've heard anyone say that. A lot of people talk about the importance of getting everyone to know each other and feel comfortable but no one's said it like in those words which is really great.

You talked about the levels of safety so giving up the notes in advance again that's another new concept I've never heard and a lot of people would think “Hang on! Well yeah, what is the point of me showing up here?” and I think that challenge on the facilitator to start figuring out more examples or then putting more emphasis on how we're going to make this more relevant for the people in the room at the time especially if they've read their notes prior. And then I like the idea of the meet and greet beforehand, it takes that mystery away of who's in the room because like you said when you're rocking up to a workshop you could be pretty apprehensive of who's going to be in there, how I even get there, all these thoughts going through your head before you even see the first slide.

Now, I want to talk about the way that you introduce topics as well and you always start from a high level overview. So in Singapore you spoke about the Manhattan Skyline and then you're really just teaching us the importance of foundations. Sorry, is that the way that you introduce the concepts a lot of the time, is it through using stories and looking at things that are going out in the world and then trying to make that relevant to the concept you're exploring?

Sean: Yep, because that's what you remember. So information again is very tiring and most of us thinking that that's what the clients want. The clients don't actually want that, if you know, we know how, what clients really want in a workshop and that is they want to leave the room and you say, “That's not possible!” Well, do this the next time you're having a workshop tell them, “Look, all of you are here for the information, right? And they'll all say “Yes!” and you go “Okay, so we're going to do this workshop until 9:00 p.m. tonight.” and then watch their faces. Yeah, it's the same thing as school, right? So you know, if you tell a bunch of 10-year-olds “Hey, school ends at 4 o'clock every day but if we do all stuff really well, we can all go at 3 o'clock.” and they go “Okay, yes!” and if you take 30-year-olds in a room or 50-year-olds in the room and you do that it's exactly the same. I've gone away from your question but the point is that people are looking for the exit sign and so if you design your workshop around an exit sign which is, “How can I get people moving all the time?” then that's the way they learn because they don't really learn sitting down there while you're droning on forever. That's not when they're learning. That's when they're just hearing not even listening to you, that's when they're checking their email. But once you've given them stuff to do, once they're starting to move, once they're starting to discuss stuff, once they're going to the cafe and back and you know how many trips we did to the cafe and back. I mean, we pretty much spent an hour and a half just going back and forth.

Leanne: And I don't think anyone was looking at their watch thinking “We need to get back, we're enjoying all of our time away.” as well.

Sean: Right.

Leanne: I think what we're talking about, what we were learning as part of that drinking great coffee.

Sean: Yeah, but in that section, that's where you're doing all your learning where you're doing all your assimilating and your question was “the concepts”. So if you give people like a whole bunch of bullet points, it's very hard to remember but if I tell you a story like for instance, we have this book called “The Brain Audit” and in that I talked about how you land at an airport and you have seven red bags and stuff and then if I meet that person six years later and they go “Hey, you know I still remember that story.” So finding that story at the top of your presentation and then in the different sections of your presentation that makes a big difference because I can remember the stories and yeah after that and like for instance, you did the Sales Page Workshop and now you know that to build the Sales Page, you don't start, see, tell me, I'm putting you on the spot now. How do you build a Sales Page?

Leanne: Well, we started by writing all the bullet points.

Sean: Yeah, but where do you start from the headline?

Leanne: No.

Sean: Yeah, exactly!

Leanne: The benefits and features and you bullet points.

Sean: So what effectively, what are you saying is you're starting at the bottom?

Leanne: We are.

Sean: And that's where the Manhattan example comes in. You build a building a skyscraper from the bottom up not from the top down. So the concept stays in your head and then you don't have to refer, you don't even have notes until now but if I gave you that assignment to do, you could do it, right?

Leanne: Yep, absolutely.

Sean: And it needs to be something that you can fit on the back of a postcard. If you can do that then you've said too much.

Leanne: I have to upload an image of the postcard to the show notes for this episode because they're beautiful. So Sean hand drawn these- the postcards, which had all the important points and the process for writing a sales page and yeah I could look at that right now and write a sales page just from looking at the artwork on that.

Sean: And this is the interesting part that you know anyone listening to this will go, “Okay, I got the whole workshop. I don't have to go to the workshop.” See? That's the beauty of it. That all those three days are encapsulated in their postcard and in your head you can expand all of it.

Leanne: Yep.

Sean: But the person looking at it has no idea, I mean they have some idea but they don't have the same idea that you have.

Leanne: Yeah like the real substance and experience, yeah that's right.

Sean: Right and it's important to note that you still don't have notes or slides or anything and you can still do it, that's important!

Leanne: Hmm yeah, that is important. Yeah. So, do you use the same concept? I'm trying to, I'm trying to draw parallels now, so you put your DaVinci course out for sale, so what is Sean and his team can teach anyone how to cartoon which is just a skill that everyone thinks that they can't do. Everyone I know is, “Oh, I can't draw!” so cartooning is a bit of a stretch. You teach this to all system made, it create a structure so you can teach people around the world that are online not even in the same room or in the same time zone. How do you take to school like cartooning to an audience that's all around the world?

Sean: Okay, so one of the things that you went through and most people go through is what we call a “layering system”. So a layer consists of A then AB then AB and C then AB and C and D. So every time you're doing, you're always still doing A and then you're always adding B and then you're always adding, so what most training does is they go A B C D E and that's overload. But if you do A, AB, AC, AD, ABCD sorry then every time you're going back to the original, you're going back and practicing that and you're getting better at A, getting better at A, getting better at A and that's what we call tiny increments.  So we increased it but all the time you're repeating it and I'm repeating myself here. So that is one of the things that we do.

The second thing that is even more crucial is this whole factor of getting people in the safe zone. So almost everyone who joins a course like we teach different skills like writing or presentations or whatever. And cartooning is so from left field because people say “I could never do that.” So the first point is to get them to the point where they're not making fools of themselves because everyone who draws like a six-year-old stop drawing when they were six years old which is why they draw like six-year-old. But having now been you know and now they're 35 or 55 or 75, it doesn't mean that they have to do 69 years more of drawing to get to a 75-year-old. Because a very fluent artist is like a very fluent speaker of a language. It takes about six to nine months to get very fluent in any language and what we do is instead of going “Okay, you have to practice every day you have to…” You just build this in tiny increments and then that builds a huge amount of confidence.

In fact, the first assignment for the cartooning course is to draw circles just random circle what we call “circly circles”. So it's just it's like a two-year-old could do so you get your first gold star as it were for doing stuff that any two-year-old could do very easily. And you know what? A lot of people struggle on that one, they try to draw a perfect circles and then we have to break that to the point where you go, “I want you to take a crayon with your thumb with your fist or whatever and how you draw it on the wall.” So you have to break those patterns and then very quickly within a few weeks they're drawing Snoopy, within a few weeks they're drawing complex stuff like stuff from Ice Age and they go, “Wait a second, this is what animators do. How am I doing this in five weeks?” So the confidence is what we're working on. We're now working on the skill because they don't have the skill and they don't have the practice. The main thing is they don't have that volume of cartoons in their head. They don't know how the finger goes, how the hand goes, how the legs go and then we get them to another level of practice which is copying.

Now, in almost every age, copying was the way to go about stuff. So Van Gogh, he copied all of Hokusai’s work from Japan. All of the Leonardo da Vinci, Michelangelo, all, they're not sitting there and going, “Oh, what's in my brain?” –No!  They have this model in front of them and they're copying and in our age we have confused copying with plagiarism. Like taking credit for somebody else's work but this is not taking credit and this is copying, as a kid you trace. So anyway, to answer the question in a briefer manner, what do you have to really work on when you're teaching people is you have to get their confidence up. Because when you get their confidence up then they use less energy thinking, “Oh, am I doing the wrong thing? Am I doing the, you know, am I a fool?” Because they burn up all of this energy trying to be so smart and you're giving them tasks that don't require so much energy and that boosts the skill level because now they go, “Okay I can do this.”

Leanne: Yeah. I mean because you taught us how to draw the whale as part of the workshop and when you said that “Draw a whale.” and I just draw any whale. Yeah mine looked like a of six-year-old’s whale and then you broke it down and said “Draw a rectangle and do this.” and the confidence I guess of all of us was we thought it was excellent because you broke it down into those layered steps and made it really easy and yeah while all the whale is just a combination of all different strokes.

Sean: Yeah and this is the problem that a lot of facilitators do. So the facilitator is also not in the safe zone. They're also feeling like they're being judged, right? So they're always in that safe zone themselves and so they try to be smarter than the audience and that kind of comes across. The audience figures it out that you're smarter, you're standing there on this pedestal as it were. So when you bring the audience, so often a client will tell you, “Oh, it's so easy for you to do that.” So now if you go, “Okay, wait a second, how do we get rid of this objection? It's so easy for you to do that and how do we get you to do it? Now you go, “Wow! If I can do this, what else can I do?” All the time you're working between these factors of: “How am I going to increase their confidence? How are they going to feel more safe? How are they going to use less energy?” Puff! We get skill. So skill is really…What people think, skill is “I'll just practice and practice.” but practice, it gets you there but it takes very long.

Leanne: Yeah. Would you say it's like a transfer of confidence?

Sean: The first thing is, it's a factor of energy so if it takes you a long time or it's a complex thing to do then you're going to use up a lot of energy and if you lose up a lot of energy, you lose confidence and then you never acquire the skill.

Essentially it's an equation, which is an equation is “this plus this equals to this”, right? So energy plus confidence is equal to skill. That's what it is! It's not “I will practice, practice, practice, practice and get skilled.” No! If you have continuously difficult tasks like “Okay, now go build a computer.  Okay, now go destroy the building.” It’s like “This is really hard!” But if you say “Okay, go get me a glass of water.” Then you say, “Okay, go and make some noodles.” as in you know, the two-minute noodles. You can accomplish all of those things and now this is again you go back to a 10-year-old and the 10-year-old goes, “I'm so smart. I brought water today. You know at home I don't get to bring water but in school I did bring water today.” - Okay fine! So now they're excited about that activity because it requires a little energy and then you can say “Okay now we're going to chop onions with a chef's knife.” right? And you go “How am I going to give a nine-year-old to chop onions with a chef's knife.” 

This is all the task of energy. The reason why people grow up and go “I can't cook. I can't draw.” it's because the first time they're given a recipe, it's like, “Okay, here are 30 ingredients go make a great Indian dish.” Sure! I mean it doesn't work like that.

So the facilitation process is the same thing which is if you give me tiny increments I don't have to burn up so much energy to learn it. I don't have to burn up so much energy to wonder if I'm a fool or whatever and I know that you're not trying to show off as a facilitator. So now because I have that energy, I can put it to use and gain more confidence and then as I gain more confidence I get more skill and in that whole formula you have all these brakes so you're like, you're confused you speak with someone else, you speak to the presenter. You have space to get rid of all the objections and the problems and stuff which otherwise it's like, “Ah I got stuck at five, at 10:30 and now it's 12 o'clock and now it's 2 o'clock.” and you know the biggest problem is that clients will not stop you, they will say, “I'm sure, he'll cover this on Day 2.”

Leanne: Yes.

Sean: And you never covered that on Day 2 because you have no idea that they have that problem and they're waiting for Day 2 by which point they're completely confused. So there are all of this and I'm not saying our system is perfect. In fact, we have to keep tweaking it for this very reason which is we want people to have that skill and they still have all of these obstructions that they put in their way and so we have to keep tweaking that, it's just how it is.

Leanne: Yeah, so you're actually writing a book on talent, aren’t you?

Sean: Yes.

Leanne: I know you've been talking about it for a while but I think you're getting momentum which is really great.

Sean: Yeah, we have to pre-sell it. Yeah that’s the only one I’m going to write.

Leanne: Oh, this a great podcast to talk about talent man. This can over-the-line build up momentum even more. So do you believe that you can teach anyone anything? Or do you think the person coming in to learn the skill has to have some degree of motivation to want to learn the skill depending on the complexity of that skill?

Sean: I'll give you an example of my niece, Marsha and I'll give you an example of the other niece Cara. So one was 8 in the other was 13 when we started this exercise. Now both of them were not motivated, as in Cara point-blank told me. We said we're going to have these Friday sessions and both of you can draw and paint like with real watercolours and in real watercolour books and stuff. Cara point-blank at 8 has decided, “I can't draw.” and “Okay, I come to paint because I can just throw colour on the paper.” right? – So, I can't draw.  Then we have Marsha and Marsha is like “Okay, I'll do whatever you want but swimming, I rated it as a ten and painting or drawing is five.” So there's really no motivation on the part of both of these kids and what we decided was “Look!  It's not about the content, it's about the energy.” and so we got them there and we give them Cola and they have you know they dance, they run around, they eat chips, they listen to music and stuff and in the last half an hour that's when they're drawing and painting.

Leanne: Ah.

Sean: If you see their work, you will be astounded. So what's really driving their stuff is first of all, its “Oh, this is so much fun!” So they would put up with the pain of drawing because 70% of it is fun. So okay, I'll humour you. But what happens is in the process that we teach them in tiny increments so it's like “Let's draw a snowman today.” or “Tomorrow, let's draw something.” We're starting to build it up and then you only figure out what it is right at the end, right? So it's still all this fun, fun, fun, fun and their drawings are superb. So now Marsha looks at her paintings and goes “Wow, that's so good.” and she's a teenager and you know pretty much like a teenager looks in front of a mirror and goes “Oh, I look so great.” or whatever they spend time in front of the mirror. Marsha does that with her paintings and Cara's like “What are you looking at your painting for so long?”

But Cara, if her parents say “Oh, do you want to go for painting class?” and she's like “Yeah.” and what she did was she said “I have these photos on my iPad.” and I let her draw on the iPad as well and she said “Where's my work?” because she did like three or four drawings and I said it's in this folder and she says “That folders called I can’t draw.” and I said “Yeah, because you said you couldn't draw so I put them in the ‘I can’t draw’ folder and she said “But that was two months ago.” So this is the level, this is how you start to get into this factor of talent which is you have to understand what causes people to be motivated in the first place and it's not your stupid bullet points, it's not your content, it's not all of that stuff. They are motivated by fun, if you want to teach spelling get the kids out on the playground and you say, “How do we spell appetizer? You’re A, your P, your P, your E.” and then move them around and then you say ,“Okay, now can we break up appetizer, so you’re the letter T, right? so you go and find other kids and you make a letter so you make a letter like taser, T, A, S, E, R or a sitter and now the kids are running around they're learning spellings but they're having fun. If you say “Tomorrow, who wants to learn spellings?” Well, everyone is like, “Yay, spelling time, what is wrong with this school?”

Leanne: That sounds really fun.

Sean: I know but that's the whole point. The point is that if I'm having fun, I'm not burning up energy. If I'm not burning up energy, I'm getting confident and I know that I'm learning. It's not like I'm saying “Oh, I'm just having fun I'm not learning anything.” So it’s a fun designed in a way that gets people to understand or to learn it. That builds the confidence all the time and then that leads to skill, well that's how we do it.

Leanne: Yeah, so that's how you do it and that's something that you've refined say over the last what 15 to 20 years, so it didn't start out this way?

Sean: Yep.

Leanne: I'd love to hear about a time where, was there a time that you can think, reflect on where things didn't go so well in a workshop or some of your Peterson's participants were still scratching their heads afterwards? Like we're going back quite a few years, I'd imagine and then when you started to think, “Hey, I actually really need to start thinking about how I deliver this now.” or have you always been this good as a teacher?

Sean: No one's, I mean, one of the things that we do is we always ask for feedback like not praise. We interview everyone for testimonials that's for sure but we also ask for specific feedback. So when I left Singapore after your workshop, I had like 25 points. 25 things that I had to fix from that workshop to the next workshop.

Leanne: Really? 25?

Sean: Yes, I can send you the list.

Leanne: Okay.

Sean: And you know, you thought, “Oh, that was a pretty good workshop.” but there are 25 and then the Brussels workshop, there are 25 and then when we do the same workshop. So we've been doing the article writing course for instance online since 2006 and at the end of the course people are expected to write a thousand words on what was wrong with the course. So now, say let's say 250 people have written what was wrong with the course, we have 250,000 words of feedback. This is how you fix things. It's not helpful, you need a stiff drink at the end of the day because they all sound very ungrateful.

Leanne: Yes. So you need to get yourself into a safe space before you rave in. Wow! 250,000 words.

Sean: Yeah but the good thing is what we do is we have that mix. So we have, “Okay, you give us your feedback, what you can…?” and it's not just feedback is like, “What do you suggest? How do we go about it?” and I have this conversation with them. “How do we fix it? What do we do? But what if I have this problem?” and then the clients come up with the solution.

The next stage is the testimonials where they talk about how much. So the client looks at feedback as, “Look. I really am giving you feedback not because I hate you but because I love your stuff and I want to see.” So they're trying to fix something that they see is broken. But you see it as, “Oh goodness, I gave everything and they want all of this more.” So that is a definite problem, you have to get yourself into loving feedback and if you can't do that, then do the feedback first and the very next thing you do is the testimonials. Because the energy that comes from the testimonial will kind of reduce the impact or the brutality of that feedback.

The problems that we've had in the past have really stemmed from me getting exhausted. So when I used to do any workshops or presentations before, I had to literally rest for a week. And I thought “Why am I having to rest for a week? I already know this stuff, I'm so exhausted. These guys must be really exhausted.” So started to think about this whole topic about what people want and it's to do with marketing rather than, because people, they say one thing and then they mean something else but it's not like they know what they mean. A good example of this is Weight Watchers and if you say, “What is Weight Watchers slogan?” Well, when they started out it was eat all the food you want and you think, “That doesn't make any sense?”

Leanne: No.

Sean: Yes, it does! It makes perfect sense. The people that get in trouble and go to Weight Watchers are people who eat all the food they want. 

Leanne: Yes.

Sean: The people who don't have the problem don't have to go to Weight Watchers. So Weight Watchers is effectively saying is, “You can eat all the food you want, we'll show you how to eat it.” right?

Leanne: Yeah.

Sean: So that's the one factor, that is. I can't express that, I can't express that I want to eat everything in sight. I can't express that, I don't want to admit that. But when I see the slogan, I just go “Oh yeah, that's the right place.” So we had to look at our workshops and go “What do people really want?” and the answer is they want to have fun. Whether you look at a corporate event or you look at a small business event or any event. Everybody who comes there says, “I want to have fun.” So then you know you speak to your partner, you speak to your accountant and they say, “You're going to a three day workshop, you're going to spend all this money what are you going to do?” and you go, “I'm going to have fun!”  No! That's not going to work, it's not going to work for you, it’s not going to work for them, and they aren't fun. You can have fun here, why spending all this money? So I can't admit that to myself but that doesn't mean as a facilitator that you can't teach while letting them have a blast.

Leanne: No.

Sean: Yeah.

Leanne: That's what I'm finding. I find the most effective facilitators are the ones that bring in the most fun and then learning is kind of like the side effect of having a great time.

Sean: Yes and the worst facilitators always said at the start they say, “Okay, are you guys ready to have fun?” and then you sit through three days of complete agony.

Leanne: It's like, yeah my husband says if he meets anyone that ever says that introduces themselves as easy going but you've got to watch out!

Sean: Yeah, it's overcompensation.

Leanne: It is overcompensation.

Sean: Yeah.

Leanne: So what is some advice that you could give to people that are starting their journey in facilitating and leading workshops in their own context? What would you tell them Sean?

Sean: Well, I think the main thing is that they have to get very comfortable with themselves and that's quite a journey. It's got nothing to do with the audience, it's got everything to do with how much authority you have in that space. And so if you look at say Photoshop, well, no one has the authority in everything in Photoshop but maybe in masking and then maybe in the sub subset of masking. So what you want to do is you want to be comfortable, you feel like you're in a safe space and any questions that come within that space you can talk about it.

Then the second thing that you want to do is you want to take that little subset or sub subset and then expand that so that say, you could cover that material I don't know half a day. Well, you don't have to go for three days, you have to be really confident to take a half day material for three days but let's say you said, “Okay, we'll do this in one day or one and a half days.” Well, now what you have to do is you have to go, “Okay, I have to explain in one third of the space. I have to get them to work in half one third of the space and then I have to get them to build exercises or do something like that in one third of the space.” and then the clients go, “Yeah. So I learnt it, I practiced it, I made mistakes and I fixed it.” and now you have one and a half days. When you get more proficient at it, well, now you can go “Okay, we've got three days I've got more examples for you. I've got more activity for you.” and I don't feel any fear that our tea break is going for 45 minutes.

Leanne: Yeah. That's a black belt status for facilitators being that comfortable and confident to do that.

Sean: Right. Because you also have to know like when we went to Brussels for instance. The stuff that you guys covered in the first day, they hadn't covered in the first day but they were a much larger group and it seems like, “Oh damn, I haven't covered. I'm going to get into trouble.” And you have to be I think as a facilitator, you have to be comfortable in your own skin. So you have to be comfortable that you're going to goof up 50 to 60 percent of your early days before you start getting to do the comfort level. But breaking it up is always a good way because once you're confident then you don't have to overcompensate and you don't have to be “I'm the boss here and you're just minions.”

Leanne: Yeah, that's right and just “Respect me because I'm the one that's standing up in front of the room.” It's actually the respects coming from what you're giving them in terms of the skill and your authority.

Sean: The best way to do that is to get them to tell you what you've already told them and if they can do that, well, now you've given them slides.

Leanne: Yeah. That's an excellent point to finish on. Sean, thank you so much for your time and I know that you're known as “the online marketing” kind of Guru. We've spoken about a topic though that I think you're going to grow through in terms of bringing out your book and you're going to be another expert on talent as well. So you've got three hats. Yeah, I talked about your Singapore workshop in a previous podcast and told everyone I'd bring you one so I'm sure they're all looking forward to this. Where can people find you if they want to sort of follow up and see what else that you do?

Sean: Well, we're at PsychoTactics, I don't know if you can spell it but Google can so look up PsychoTactics and that PsychoTactics outcome, that's where we are.

Leanne: Fantastic. Thank you so much, Sean. It’s been great having you on the show.

Sean: You're welcome.

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Episode 20: Turn up early and read the room with Tyson Young

Tyson is the CEO and Co-Founder of Carisma, a digital application that allows your mechanic to provide you with your cars visual service history. In this episode, we talk about using humour in your deliver, adapting to your audience and using different tools and strategies to be a better facilitator. Tyson provides practical tips on calming those nerves before a big presentation and also shares a neat challenge he's been pursuing for the last 400+ days!

Listen to this episode from First Time Facilitator on Spotify. Tyson is the CEO and Co-Founder of Carisma, a digital application that allows your mechanic to provide you with your cars visual service history. In this episode, we talk about using humour in your deliver, adapting to your audience and using different tools and strategies to be a better facilitator.

Tyson is the CEO and Co-Founder of Carisma, a digital application that allows your mechanic to provide you with your cars visual service history.  In this episode, we talk about using humour in your deliver, adapting to your audience and using different tools and strategies to be a better facilitator. Tyson provides practical tips on calming those nerves before a big presentation and also shares a neat challenge he's been pursuing for the last 400+ days!

What you'll learn in this episode: 

  • What Tyson learned from his first pitch

  • Things you should avoid right before a presentation

  • Why it’s important to read and understand your audience prior talking to them

  • Tools and strategies Tyson uses

  • Why Tyson is mindful of time keeping and respecting people’s time

  • Advice for a first-time facilitator

Like this show? Please leave me a review here — even one sentence helps! Consider including your Twitter handle so I can thank you personally!

Reach out to Tyson on LinkedIn.

About our guest

Tyson is not only the CEO and Co-Founder of Carisma, he is an accomplished MC, speaker and facilitator who incorporates humour into his presentations and adapts his style by effectively reading his audience.

In his teens, Tyson joined the Army Reserve, he then graduated from the Queensland University of Technology, where he studied business and creative industries, advertising and communication design. Tyson claims that each opportunity leads to the next.

His start-up, Carisma is on a mission to become the leading authority in a new, transparent automotive industry. This application allows you to see exactly where your hard-earned dollars are going.

Resources mentioned in this episode:

Quotes of the episode:

  • "Turn up early and read the room, walk the stage, do whatever you can to feel comfortable in the environment. A big part of that for me is actually speaking with the audience".

  • "People have this misconception that if it's corporate, it's like, 'Oh, it has to be serious'. At the end of the day, people are still people. People still want to laugh and engage with you".

Episode transcript

View the First Time Facilitator transcript with Tyson Young.

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First Time Facilitator podcast transcript with Jane Anderson (Episode 21)

Listen to this episode from First Time Facilitator on Spotify. I chat with Jane Anderson on her experience delivering workshops and content to over 50,000 people. She shares why personal branding is so important, how you can craft your own (remarkable) facilitator brand and how she developed the courage to share her brand with the world.

Here is the episode transcript from my interview with Jane Anderson on Episode 21 of the podcast.

You can listen to my interview with Jane Anderson on the First Time Facilitator podcast.

Leanne: Please welcome to the First Time Facilitator Podcast, Jane Anderson.

Jane: Thank you so much for having me, Leanne. I'm really happy to be here and feel very privileged to be part of your show.

Leanne: Oh, that's lovely to hear. You’re extremely impressive! So I was just reading your biography, you've worked with over 50,000 people, you've written five books, you have your own podcast, you’ve worked with some huge global clients now living in Brisbane. I see you and your brand everywhere.

Jane: I’m stalking you know…

Leanne: Yeah you probably got some remarketing cookie on me but for those listening around Australia or possibly haven't seen your brand or globally, can you just explain a bit about yourself and how you entered the world of personal branding and helping others in terms of building their influence capability?

Jane: Yeah sure, so I started, how I never thought that I would probably be doing this but when I started, I started working with personally branded businesses when I was 14 years old. The very first experience I had, I don't know if you remember growing up but whether you had bought shoes from “Mathers” shoes, like maybe your mom made you wear “Clarks”.

Leanne: A “Clarks”.

Jane: Yeah, but Clarks was a fact came from a personal brand, it was someone who founded the Clarks brand.  Then I saw Robert Mathers and the Mathers’ family, the people who founded Mathers. Sir Robert was knighted for his services to the business community and they were my first mentors in my life and they were like family to me. I worked for them for twelve years and then I went on and did a marketing degree and then Tom Peters had this concept called “Personal branding” when I was in second-year uni. and I was like, imagine having like somebody say “I want a personal brand and here's my credit card.” and I was like, “this is…” and that was long a bit like the internet hadn't even been in store.

Leanne: Wow.

Jane: I just remember thinking “Imagine people doing that!” I have always had this love, I did a marketing degree but I ended up working in HR for working sort of between those two fields which those two connected are all about influence. So it just sort of evolved that way and I worked for the Mathers family as I said. I also worked in government and worked in large organizations but I kept coming back to. I always had an interest in people's personal branded businesses like I worked for Tony Ferguson the Weight Loss Company, Rotary Weight Chemists as part of that whole branding and then worked in for Super Retail Groups, Supercheap Auto, BCF. The CEO of that company had an incredible personal brand, he's very humble, his name is Peter Birtles and he won CEO of the year.

I was really drawn to people who had strong personal brands and it was just the value of who people are and not just about the organization brand but the individuals that work there. All those people who have had the courage to put their face on the shingle out the front and say like I always found it fascinating that the people I worked for had the courage to do that. I was such a behind-the-scenes kind of person. I was like...

Leanne: Oh, no way!

Jane: Yeah, I think I just was always in awe of what they could. That they had so much courage to put their face out there and it was something though I never had the courage to do so I was like “Yeah, I'll support you whatever you need done, if your face is on the shingle that's great as long as mine is not.”

Leanne: Isn’t it funny how times have changed?

Jane: Yeah, well that was what happened, you know we had a change of government in Queensland in 2012. I had started my business but a 70% or 80% of my contracts went overnight with the change of government because most of my contracts were government work. I was sort of hiding behind a brand because I just didn't have the courage to put my personal brand out and then I went, you know what, actually I have to change something and I have to change something very fast and I thought “Okay, I can see now why personal brand works because of social media.” because I just noticed that all the things I was doing with helping wasn't just businesses but I'd also spent five years working in career counselling and helping market people for jobs and I thought “Okay, I've danced around it long enough, I've helped everybody else and now I have to do it for me.” It’s not something that I've ever started up feeling comfortable with. I've always been a cheerleader in someone else's corner and but you know one day the time comes where you've got to do it for yourself and you know you just got to “step-up and let's do it!”

Leanne:  It's really fascinating! A couple things I want to just to point out was I liked how you talked about the intersection of marketing and HR. That's my background as well as I was in marketing before I moved into HR, studied HR though but I think the similarities are that you are influencing over people you've got to sell ideas you got to persuade them particularly around culture change. Great to hear that you've got that intersection but also around having to step-up as well and have that courage, you use the word “courageous” quite a lot there which I really like. I think with our first-time facilitators a lot of them are getting their step-up by doing a lot of facilitation internally with businesses which is a great way to hone your skill and a lot of this podcast has been focusing that how you deliver those workshops but we have never really spoken about let's just say you actually get really good at this and you want to go out on your own. How do you transition and how do you create that step? and so I got your book “EXPERT to INFLUENCER” and I really wanted to point out there's one thing I was like “Oh, this is brilliant and haven't heard this word used before.” and you're talking about how do you develop trust with people because that's how people buy your brand, buy your credibility and everything else and as a facilitator we need trust in our workshops to get the great outcomes.

Now, what I thought there was under personality. You're talking about the twelve pillars of trust, an item there was called “remarkability”. How remarkable are you? I love that word! Can you just explain a bit more about that or how we actually can start finding “What does make us remarkable? What does make us unique?”

Jane: Yeah, when you think about “Why would you want to do that? Why can't I just keep doing what am I doing? Why can’t I just keep facilitating on contents that's already been out there or their stuff it's out in the market?” I could keep going with Covey’s Seven Habits forever and it's amazing and I love Covey's work so it's not saying that there's anything wrong with that but it's more on how do you make this leap and what you've got to do is be remarkable. Seth Godin talks about this with some in a lot of his work and you actually need to be the artist. What happens is when you're the facilitator, if you're using or you're working with other IP or you feel facilitating your strategy day, there's some kind of framework or context that maybe you have learned. It might be maybe you've learnt pro-side principles or maybe you've learnt add car  models or maybe you're facilitating around some kind of someone else's IP and to make the transition yourself is you actually have to be the person creating the ideas. I know that's like- “How am I supposed to compete with like Myers-Briggs or DISC Co.?” All that stuff's out there, I have nothing else to add. But you have insights and experiences and knowledge that no one else has and it took me a long time to get my head around this because I went inside up for every certification possible and now because I was like “Good, I don't have to create this stuff, you've already done it. Great!” and those things still serve well in fact, I've created my own certifications for other people. But if you really want to stand out, what happens if you don't, if you want to stand out the benefits are particularly if you're making that transition now, the difference is in, first of all, what you paid. So there's a very big difference in your day rate and what you will be paid by clients because they need to see the value in what you bring and you can still bring in some of those things. So for example if it's like DISC Co. or Myers-Briggs, I might do it as part of what I do but it's not my whole practice otherwise I'm the same as everybody else and then what happens is they're going “Oh, we need a Myers-Briggs workshop.” and Myers-Briggs is great by the way, I'm not saying it you know I've done thousands of my not-wise Myers-Briggs profiles. I followed about 6,000 people.

Leanne: Wow!

Jane: Yeah, it's been a lot.

Leanne: Yeah.

Jane: But what happens is that people will say “Oh, we need a team-building thing, why don't we do that Myers-Briggs thing?” and they go out to market and look around and all the pricing is pretty much the same. So you have to be even more remarkable to try and get that work because otherwise what happens is you're like a “toothpaste on the supermarket shelf” where the customer's standing there going “Well, I don't know which one to buy so I just buy the one that's on  special.”

Leanne: Yeah.

Jane: So you're competing on price now, so the problem is if you're not remarkable and the problem is we've got this “Tall Poppy” thing so we don't think we're very much remarkable at all and in fact we are.  I find everybody fascinating that it's we're too close to our own stuff to think that we're “I'm not good enough or maybe I don't really know anything.” but you know that was what my problem. When I realized that I had this problem, I had this commoditization problem and so I realized that actually I'm competing on price with people and how am I differentiating myself or how am I articulating my value so that I can say something other than “You just need to buy me because I'm better!.” or “You just let me do it because I'm better.” but then you got to have a bit more than that to be able to get that over the line and so it's that fine line isn't it between the cocky and arrogant and trying to sell yourself and you're like “You look at these other people I go. How did they do it? How on earth are they’re so busy? How are they doing all this amazing work?” and so you spot on the difference. The remarkability is what makes you easy to buy and unique.

Leanne: Yeah.

Jane: And if you find out what that is then you're well-positioned and you can start to unpack your thinking and your ideas and what your experience it is. You know I've got some clients who have done you know PhDs and they get very cranky because when I work with them and they say “Are you telling me that you do this with people who haven't had to go and do a PhD and they are earning more than me?” and I said “Yes!”

Leanne: Yes. I mean isn't it interesting like ten years ago, if you wanted to be paid more I think the default response as well- just go to another course. It's so different nowadays.

Jane: Yes, but you don't need to.

Leanne: No.

Jane: You really don’t need to. If you can solve people's problems and you can help them have the insights and have the empathy to help them understand their own challenges and you're able to care. If you know how to care and run a tribe, if you know how to do that and you can solve problems, you don't need an MBA, that's just not needed anymore. But if you know your customers, if you understand them or the people in your rooms whether your customer is within an organization or outside if you're making the move. I always say the person who understands the customer the most is the persons whose business grows the fastest.

Leanne: Yeah absolutely. I love that you talk about what you said about we're so close to what we're thinking because it's in our own head so of course we take it for granted and we just assume – “Everyone thinks this way.” “Everyone would have the same response to that.”

What I like about your book though, it's you've got all these questions where you can articulate what your responses would be to different things like your values and things like that. I can totally imagine if you had thousands of people complete your book not one person would have the same answer to any of those questions, it’s like combination alone, if you put it to some paper and talk about logic we're all completely unique. So I hope all of our listeners get that and find the importance of what you're talking about because it does seem like nowadays you hop onto LinkedIn and it seems that everyone is a speaker, a coach, a facilitator so you have to get through a lot of noise.

Jane: Yes.

Leanne: Yeah and what you spoke about it's important about knowing what the customer wants. So I'd like to hear that in the context of facilitating a workshop. I mean you've run, you’ve worked with 50,000 people, what do you do beforehand to find out what they need from the day that you're there? What kind of tactics?

Jane: Great question.  I wish so many people would ask that question so much more. I would say, if anyone said to me “Why do you get booked so much? Why do so many people work with you?” and it's because I spend the time on this and if there's anything that I would say that makes the big difference and this is where I’m with my clients, this is where I spend the time. So for example, let's say you're walking into a room of workplace health and safety or a consult teams in the mining industry. I've worked with lots of mining, oil and gas and so I know that getting them in the room is the first challenge.

Leanne: Big time. Hello to all my colleagues who’s listening. Yes it is, we all know it is. Time-poor. Yep!

Jane: Right? Time-poor is the first challenge. The second challenge is that you're in a highly reactive space so if something goes wrong, if you've got a mind shut down, if you've got, you know there's so much volatility and safety is a number one. So if there's something that goes wrong onside and particularly if you're dealing with workplace of health and safety, they're in a highly reactive role so then I go, “Okay!” So empathy and understanding is like dude. If you can get that then I can connect so I'll say “Okay, so what's going on for these people right now? What's going for on for them not just in their role?” so you've got what I call “Higher and lower order problems”.

Higher order problems you know they're going through a restructure, you know this particular mind sets has been going through. It's in a shutdown at the moment or there's lots of specific volatility that's happening in that specific role or there's a lot of compliance issues.

Lower order problems, they're still relevant which is around being time-poor that’s across all industries. But if you can take the time and I do this for keynoting as well so I do a lot of research. I have a research team so I get them out to go and find out. One of the specific challenges I've got the clients problems that I'm talking to them about but then I'll go and research what else is going on in the industry so I have them find out.

So for example, I spoke at a keynote I remember it was a couple of years ago and it was about working with young female lawyers like it was early career lawyers and it was particularly women and I was like “Okay, well I'm not a lawyer and I think I've got a bit of an idea.” but you can always assume too much so you've got to know that you've got a natural unconscious bias and assumptions. So I put it on Facebook and I said “Here's an early career female lawyer, you need to be in this age group. I'll pay you for your time. I need to interview you.”

Leanne: Wow.

Jane: So I say to them “Whatever you charge for client, I don't expect you to do it for free. Whatever you charged for a client you can charge me, I have a few questions.” and I usually take up about a half an hour of their time and I'll do it over the phone and they can bill me that's no problem because I know that builds my understanding not just for that client but I think I've worked something across 52 different industries now. So being able to know those problems that those different industries are facing and that's how you end up getting the work because I know that you can solve that.

Leanne: Yeah.

Jane: So I think it's worth…one of the things I find like I had a client just recently and he's done a PhD in this amazing management theory and I think there was sparks coming off him and I had so much stuff. He was amazing and I said to him “What problem does your customer say that they have?” this is after three hours of explaining his whole mission philosophy branding journey life story. I said “What problem does your customer understand that they have?” or “What problem does your customer say they has?” and he said “I don't know, that's my problem.”

Leanne: Wow.

Jane: So otherwise, it's you telling them that they've got a problem and that's like calling someone's baby “ugly”, isn't it? It sounds like “You know, you’re problem is?” So it comes from huge compassion and empathy and understanding and then only then it's like trying to land a plane- you got to clear your tarmac! You can't get anything through and you can't create change in a room and you don't have to regurgitate back to them everything that you've read. But you've got as a facilitator you've got to ask the right question and if you know the right questions to ask, the value you bring to the room is that's your job as the facilitator, isn't it? Your job is to change the room.

Leanne: Yes.

Jane: If you can have that understanding, it's not necessarily you’re being an expert in that person's job but if you can know the right questions to ask they've got the answers as you know. It's then that's really how and then that's when the value they see the value bring.

Leanne: Yeah, it's just being comfortable with the language that you're using as well and making sure that is relevant to that industry because you also talk about credibility in your book and I really I got this quote out that I loved. It's a John C. Maxwell quote that you've used in your book:

“Credibility is a leader’s currency. With it, he or she is solvent; without it he or she is bankrupt.”

It’s so important to be credible! I mean I guess you've been doing this for some time since you were 14 years old you've got this bank of clients you've worked with and got such a great reputation. For someone starting out, how do they create that credibility? I can't imagine, I know I'm very uncomfortable walking into a room and saying “Yeah, this is the stuff that I've done.” I don't really want to talk myself up again, the “Tall Poppy Syndrome” but it's really not about me anyway. But you want them to trust that you are meant to be in that room, you deserve a spot. How do you create that?

Jane: Yeah, great question. So trust, there is a difference between trust and credibility. Credibility brings trust, sorry, well credibility builds trust so I say there's three things that will build trust and this is some other new IP I'm working on. You saw the 12 pieces to building trust but I've really got it down to what are the three key big things that you need to be able to do to build trust.

One is authenticity, you've got to be just you, you've got to be your best self and you know that means knowing what you're trying to do, your mission, your clarity about what, who you are as a human being and just to be your most authentic self and I know that's easy to say, that first part is authenticity. The second part is empathy and empathy is that understanding that I've got an understanding, whether it's around, whatever the challenges that audience has or the team or the group or customer, whatever. If you've got those two things, so first of all its authenticity and then empathy which is what your challenges are on your world and then the bottom one is credibility so if you can get those three things the authenticity, empathy and credibility. If those three things come together you get trust because now you suddenly “I have more confidence in you; I can see the confidence in what you're saying; I can see you have conviction.” so that empathy is what actually makes you do go deeper in your knowledge.

Leanne: Yeah and like you said I mean you gave the example before of putting out a call to lawyers and then getting billed for the time. Not a lot of people do that. No, they don't! And especially with keynotes because you think “I've got this speech. It's all packaged up. I've spent a lot of time developing it. I can just go into any kind of industry and deliver this.” and I think that's where it does fall flat so what you're doing is as part of that research contextualizing it for that audience which is amazing!

Jane: Absolutely!

Leanne: So the three things that you talk about authenticity, empathy & credibility. It all talks, we're talking maps in the facilitation context but that is really what leadership is about as well.

Jane: That’s right.

Leanne: So that's what I love about doing this podcast about facilitation. Everything I'm hearing about people in terms of the great skills facilitators bring in terms of having empathy, showing up caring for people, taking that time. All of those attributes what makes a great leader.

Jane: Yes.

Leanne: So if you're becoming a great facilitator, a side benefit is you'll probably also be an amazing leader as well.

Jane: Absolutely, you know James Hume, he was the speechwriter for Ronald Reagan and he said “Whenever you're presenting and facilitating is the same thing you're auditioning for a position of leadership.” So you're in front of a room, you're already in your… I think sometimes we go out- “I'm a facilitator; I'm a trainer; I'm not a leader, I just run training programs.” but you know if you're in front of a room but even when we're branding and positioning people and around to give that credibility, we will look for photos where they're standing in front of a group. So it doesn't matter if you've got three people, if you're the one in-charge of the room, it's your room and you're the one holding the space for everybody, you're the leader!

Leanne: Yeah, you have a leader. I love that. I did read it in your book about when you are given the opportunity to present, try and document that. So this book, I have to say I love the practical nature of it. You can read a lot of books at a very theory and you're like how does it supply but I think it's great for facilitators that do want to start stepping out of their companies. One example you gave was “Before you're traveling to a workshop, take a selfie at the airport or before you hit the road.” Like that's just something so simple but that immediately what that tell people “Well, I'm on the road, I've been asked to go somewhere else to run a workshop.” such a great little hack!

Jane: Yeah and even if you are trying to show people that you don't just work in your local town so you know when I started, my problem was because of the changing government you know 80% of my business went overnight so I realized that actually half my problem is that I have a business that is very focused on clients in Queensland so I said “Okay, I actually need to build not just a national but an international brand so that if anything goes wrong at any time I can pick up. I can go somewhere or I can work with clients. I can reach out and I'm not going to be affected by local government challenges.” and that was what happens to a lot of businesses here in particular Queensland because of our volatile government so what I did exactly that I said “Okay, every time we go check in, airport; Facebook post! So it was around building the brand to be and the communication strategy that went with that and of course people go “Oh my God, you're everywhere, every time!”

Leanne: You are!

Jane: And it's very deliberate and so I've probably settled down on a bit now. But when I first started, it was very deliberate because I had to really send the message that you know if people; “I won't worry you because you're in Brisbane or you're not in Melbourne or you're not in Sydney”. I needed to open it up and create access so people would instead say “Oh, when you're in Sydney next or when you're in Melbourne next.” so I was in Sydney or Melbourne most weeks so it was just opening it up to say “I'm prepared to get on a plane. I’m prepared. “Yes I'm in town!”

Leanne: Yeah absolutely. I want to talk about a bit of travel and environment because I know you're running a workshop at Peppers at Kingscliff.

Jane: Yes.

Leanne: For anyone, for those of you that have never been there it's absolutely amazing. It's very relaxing, this beautiful beach, the town is just if you get there and all your stresses pretty much dissolved. I would like to ask you yet just about that. Was that a deliberate move to create a strong environment for you workshop? Why did you pick that spot to run your one day workshop?

Jane: Well, it sounds like I won't be doing very much.

Leanne: Yeah, cocktails by the pool but that sounds like a perfect day.

Jane: Yes, exactly. White boards can be wheeled out to the Spa.

Leanne: That's a really good idea. You should get into hotel design and thinking about conferences and things like that? Why not?

Jane: That's right! Yeah you know one of the things that I've noticed, I'm a mentor in Thought Leaders Business School and my mentor who was the founder of Thought Leaders Business School. I’ve been in there for five years and his name is Matt Church. It has this mantra, you want to get to a point where you do work you like with people you like or love, people you love the way that you want. He said to me “If you could have a program that runs any way that you want, how would that work?” and that takes a while to build up to that so yes I was running around the country and I was running programs everywhere and I said you know like Kingscliff dope I grew up around that area so it's like home to me. The beach is like home because I live in the city now but the beach is where I reconnect, it's where I get off the treadmill and so when he said “What would that look like? What would work you love, work you like with people you love the way you want?” and I thought “Okay so what I would love is I would love to be able to have a be at a point where my business had grown enough and my brand was strong enough that people would have the courage to you know maybe not stay in Melbourne get on a plane and come and disconnect to reconnect a little bit.” but it's branding work you know you're really connecting with people's identity and the core of who they are that's quite hard to do in a corporate battleship grey office.

Leanne: And they're battling traffic to even get there on time.

Jane: Yeah. You know you've got to kind of get grounded I know because I grew up around that area maybe I'm a bit of a hippie at heart but you know it's those things that you really have to consciously stop and reconnect to who you are to actually make some of these decisions that you're making and go “Oh wow! Yeah I do, do that.” But what I had to do was create that base for me to work in to help other people so that they could see that for themselves and so that's the challenge I often start to pose to them; “What would your version of this look like?” and so there's one lady that I know that has done. She's a fantastic coach and she's a beautiful cook so what she does is she cooks in her coaching sessions so you go to her house and you sit up at the kitchen bench and she coaches while she's cooking. So she cooks, she bakes so by the end of the session so she spends the first few minutes you know putting all the recipe together and whatever. I'm not a very good cook but nothing like she’s like.

Leanne: I’m a terrible cook!

Jane: Microwaves, come in very handy sometimes. You know by the end of the session then you have that by the time she's finished cooking and then you sit down you have the meal together and so that's the end of that coaching session that goes for I think an hour and a half or whatever it might be. So you know hearing some of these stories of how people do it and its part of how they love to do it that's part of their brand that's what she's known for and that's what creates the remarkability.

Leanne: Yes. I was just that word was just coming up. I mean how many people would talk about that afterwards and that is something that's completely unique to her and I love that you know because we think of workshops and we think we're boxed in a room we've got them for half the day there's going to be pretty average catered lunch, we need to have PowerPoint slides but she's completely just gone- No! This is the way we're going to do it and but then by doing that she's attracting the type of people that she'd want so it's like hitting those three things that you spoke about earlier that's such a cool quote.

Jane: Yeah you stop trying to conform but having said that when you first starting out, you've got to be easy to buy and it's hard to buy you if you set something like that up straightaway. You haven't got enough trust, you haven't built up the credibility and all that sort of thing so you still kind of got to do the hard yards initially but build up your database, build up your relationships and once there's some you'll see in the book there are a few metrics that we look for to be able to know at what point if I did. Because people are scared to do things like that so there are certain metrics that I work with people in their businesses to say “Okay, yes you've got these numbers of certain people on data bases, certain revenue, customers types of programs” and then we say “Okay, yes now is the time to do it!”

Leanne: Yeah it's a calculated risk rather than just going “I must give this a Go!” and to be completely disappointed when no one buys it.  Where did that go? Why did that fail?

Jane: Yeah you've got that trust and the relationship with those clients, they'll follow you, they'll go where you want and then because they wouldn't necessarily look for something like that but when they go, the fact that you're the one running it so you create, one is actually matters that CEO of Thought Leaders said, he said “Business is changing from the business of ideas particularly with facilitators. If you're in this space, you're working with your ideas and what your worldview is and how you articulate that to get the best out of people based on your experience.” but he said just recently that “It's not just about the ideas.” Because I can go online, I can find those ideas, I can read your blog's. It's actually the experiences you create that how those ideas are applied and how do I get to connect with that which is the whole remarkability. “What’s the essence of you that makes that experience?” because yes I can get the knowledge from you but I don't want to sit and read a blog, I want to hang out with you for a day. I want to know “Oh yeah, look at my stuff, yeah give me some attention. Look at me for a day and I want to be around your energy in the space that you hold.” and that's the real value. 

Leanne: That’s what would attracts me.  Yeah. I'd like to talk about energy as well, sorry I'm just coming up to like a keynote or the workshop that you're running down at Kingscliff. I've been really interested in listening to a lot of podcasts recently about the morning routine and what different people do. What do you do to get sort of psyched up or do you have to calm yourself down before you start delivering one of these?

Jane: Yes and its interesting, isn't it? Like keynote and facilitation as such different modes of delivery of ones thinking, ones “tell versus ask”. So you know you've got different energy spaces that you're working with but facilitation kind of got it. The thing they have in common is you've got to meet the room where they're at. You can come in, managing your state is everything so if you can manage your energy that's for sure. I have to fire myself up a little bit because I'm actually my natural state is mentoring so I'm very introverted ironically most people don't realize that but I'm more introverted than I am extroverted. And to facilitate in groups or to keynote and I keynote every week so it's not something that comes naturally to me, it is tiring. So I have to make sure I've got myself pumped up so it'll be things like make sure I get sleep, just eating well particularly when you travel because a lot of these conferences and things are interstate so I will never I always travel the night the day before. I also will go into the room the day before so if I fly in that afternoon if I'm the first or second one on in the morning, I'll go into the room because I need to know the energy or the space of the room. I'll do it just a quick practice on stage just so I can get a sense of how it works and it's funny I spoke at an event a few years ago and I was on straight after. I didn't know that the person who was speaking before me was going to be running a meditation session.

Leanne: Hard that to follow.

Jane: I had my headphones on and I had like you know right against the machine on and I was so fired up and then I went in and it was like “Okay.”

Leanne: You could feel that mood as “Woo!”

Jane: “Okay, we’ll slow down”. But you know you get even much the energy and then bring it out but you've got to bring, there's so much energy that comes to a keynote and to being able to prepare for that and it's knowing your stuff so that you can be present to the room and serve the room and connect with the room like things like what will give me energy is I'll stand at the door and greet people when they come in.  It’s also clear that to them that “Oh, she must be somebody who's working here.” or “Oh, that's right. She's the lady that maybe she's on the hand out garden.”

Leanne: Oh yeah, and she's approachable as well which is great.

Jane: It's not me saying “I'm not coming in going right. I'm the speaker, I'll have my blue M&Ms. Thank you.” You've got to connect with the audience, my job is to change the room while I'm there so you just got to do everything you can to get that energy in connection, don't you?

Leanne: Yeah I love that my job is to change the room while I'm there. Gee! That’s pretty impactful, that's going to be the quote of the episode, love that! But I think as well, I'm entering I love seeing the room as well even the day before because then it helps you go to sleep at night because he's not wondering what does the room look like and you want to have like most your questions answered before you have that sleep so you can have a restful you know eight hours or whatever it is that you need.

Jane: Yes and unique to them. You know I've had things like I've fallen off the stage, technology hasn't worked every age.

Leanne: You’ve fallen off the stage?

Jane: Oh, you name it! Like when you do as many as I do, everything goes wrong but you know you've got to know your keynote forty-five minutes inside out back to front, if anything fails what are you going to do. You know I've had that happen before. You’ve just got to know plan ABCD and E.

Leanne: Have any times where like something's happening you're like “I just can't continue doing this, what am I doing?” Have that ever crossed your mind or you like “No, just get on back on the bike and let's just keep going.” You must have been talked at times.

Jane: Yeah there was one particular time it was actually really early and when I started speaking and I got booked for this keynote it was at the Gold Coast and it was Royal Pines. I don't know if you've ever been to Royal Pines but the meeting room is massive. It's like a nightclub like they're stripe lights, it was like a rock concept this thing.

Leanne: At the golf club, that's not, now I wouldn't have thought that but…

Jane: Yeah it's got a really big, it's really popular for conferences. It's got a great massive room so there's about a thousand people at this conference and I walked in the room and the A/V guy was there and I saw my presentation on the computer and I thought it looks a bit different though and so I went over to him and said “Hi, my name is Jane Anderson, I’m on this morning.” and he said “Yeah, marked me up.” and then I said “Can I just ask you? I think there's a slide there, I just looking at that presentation, it looks a bit different than the one I had to send through.” I had send to his head two weeks prior and he said “Ah yeah, you can have a look.”, so look through and it but there were slides missing, there were things I'd never seen before and so I was on in 20 minutes I couldn't change anything and so I said “Okay, all right I'll just work with that.”

Leanne: Gosh, well done.

Jane: Have you got a whiteboard? and he said “Yes, I think there's one down at the back.” and so I thought all right I know where my where the breaks are I think in the content so I was like “Okay, I can work I think with it.” and then he said “Just so you know, you know the remote?” so he said “With the remote, just so you know it doesn't go backwards that only goes forwards in it.” so I said “Okay, so what happens if I have to go backwards?” he said “Oh look! I'll be at the back, I'm the A/V guy, you just yell out.” So of course I started the keynote and the slides started moving. I hadn't even touched anything and I thought “I should have known when he said that. How would he know that?” Anyway, I got it, I said on to Mr. A/V “Can you come back to the first slide again?” and so I started again and they just started moving in and I thought “Okay, I'm not touching anything!” so I just turned them off and I was in the first five minutes. Anyway, I got through it but I was kicking myself because I thought “What have I done wrong, I can't…” you know because everyone's looking at you that you're the problem so you've just got to work with. Anyway of course I got off the stage and the coordinator came running up and said “Oh my God that was amazing. I don't know how you did that but what you didn't know is that your remote was connected to the room next door and theirs was connected to yours. That was fantastic, would definitely get you back next year”. I can’t do it, I can’t do this thing!

Leanne: Oh my gosh! That’s up there! There were some of the worst stories I've heard. Wow! You handled that so well. But you wouldn't have been able to pull that off if you haven't prepared. There's no way I mean you could have, you can wing things for certain time but not for 45 minutes. Oh my gosh, well done! High five! I was getting goose bumps when you're telling me when you're framing that story that is the worst scenario and if that ever happens though at least we know “Hey, what's going on next door, I think we need to swap.”

Jane: Exactly, it’s a good tip for facilitators.

Leanne: It is really a good tip. Speaking of tips, are there any tips or words of advice that you can offer our first-time facilitators listening in?

Jane: Yeah I think if I think back to. I remember the first time I facilitated I was terrible. So I would, allow yourself to you know just be- know that you're not going to be perfect straight away and this still days where I like not very often but sometimes you just have an off day. It doesn't mean it's like your whole career is destroyed. If you have a tough day that would be the first thing is to know it's just a tough day. If something goes wrong that's all part of learning and part of growing. The other thing I would say that has made the biggest difference and I wish I did this much earlier was find your tribe, find the people who you need to be around, who are doing the same thing as you or trying to do something similar. But you want to also work out find your mentor and often the mentor will be the person leading that tribe so if you want to get really great at like it might be at training activities then find the expert who is the expert in training activities. Do some mentoring with them but work out as well- “Who are other people who are trying to solve that problem as well?” or “Where do other trainers hang out?”

So for example, I have a program which is called the “Women of Influence” and we have this power up program and so these are all women who are facilitators, trainers, coaches, speakers. So I lead the tribe but they're all trying to do the same thing but they're all different at what they do. Some do leadership, some do personal branding got three in there that do personal branding, we've got others that are business coaches but they do a lot of facilitation for businesses. Everybody's so different but to work out we'll you know particularly I think for women as well you know for women, we don't naturally get out of build the networks the blokes tend to. So find your tribe, go and ask around if it's you know whether it's the AITD may be there's some members in there if it's training, the Australian Institute of Training and Development. If you're a coach but you also include facilitation in your work maybe you do group coaching it might be that kind of space. Look at the ICF professional speakers if you're a facilitator and you're wanting to include more speaking, you'll be like this plenty of speakers who also do facilitation. So look for your associations, find your tribe get around with the right people and find a mentor.

Leanne: Excellent advice, brilliant! Jane, I've loved our conversation today I could easily talk to you for another couple of hours. I think we've just kind of touched the surface but I've learnt a lot already. A lot of what I picked up free reading your book which I will recommend to all the listeners especially if you want to start differentiating yourself in a crowded market I think it's really useful. But also hearing, you’re very authentic and vulnerable when you came out with some of those stories and I think that cheers the audience that it's okay to mess up and you need to stretch in order to develop at the end of the day. Finally Jane, where can people find you?

Jane: Yeah thank you. So they can jump on my website so its jane-anderson.com, you're welcome to jump on there and of course there's all LinkedIn and Instagram and those places so I'm always around like you said.

Leanne: Everywhere!

Jane: I’m kind of everywhere. You’ll be sick of me probably. But one of the things that you can do is when you go to the website. This could be useful actually for your listeners and you'll probably notice on the book it's got where you can do take the “Influencer Score” so I created a diagnostic to help people to understand like just the communication channels and just you know you don't have to try and do all of them immediately but just to know where to start and so you can go on it takes three minutes to fill out so you just go to the jane-anderson.com website, if you scroll right down the bottom it's actually a little bit hidden and because otherwise you go to the shop and you'll pay $80, so just go!.

Leanne: Wow that’s so cool. Okay!

Jane: There’s a little link its right down the very bottom and it's called the “Lead Generation Indicator” so if you're starting out or if maybe you're thinking about making the move or you have made the move out of corporate and you're starting to do this yourself. It gives you a seven page personal report of exactly where you sit now. I'm based on what you've got to do so you know your gaps on what and where to go from there.

Leanne: Oh that's perfect and we'll definitely link those in the show notes for sure.

Jane: Oh thank you! Yeah better, right!

Leanne: Lovely. Thanks, Jane. You've been awesome!

Jane: Thank you very much.

Leanne: Have a great evening.

Jane: Thank you.

Leanne: Well done!

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Episode 19: Creating a learning atmosphere of “serious fun" with Dana the Trainer

In today's episode I talk to Dana the Trainer. Dana promises bright ideas and electric training, and likes to do things a little differently in her training environment. Her philosophy is really about ensuring that people learn the skills they need to learn, while having a really great time.

Listen to this episode from First Time Facilitator on Spotify. In today's episode I talk to Dana the Trainer. Dana promises bright ideas and electric training, and likes to do things a little differently in her training environment. Her philosophy is really about ensuring that people learn the skills they need to learn, while having a really great time.

In today's episode I talk to Dana the Trainer. Dana promises bright ideas and electric training, and likes to do things a little differently in her training environment. Her philosophy is really about ensuring that people learn the skills they need to learn, while having a really great time.

In the show you’ll hear about how she prepares for her workshops and how she creates a fun training environment. Listen in to her response when I ask her to reflect on a time where things didn’t go so well in one of her workshops and what she learnt from that experience.

In this episode you’ll learn:

  • Ways to make facilitation more fun, colourful and engaging

  • How to balance or lift your energy levels when required

  • What to do when things don't go to plan (hint: prevention is better than cure)

  • How to create content for new workshops

  • Key skills that take you from being just a normal training facilitator to being a next level one

  • Facilitation tips for first-time facilitators

About our guest

Dana James-Edwards is a dynamic professional in Corporate Training, Coaching, & Development. She provides technical and professional training with colour and enthusiasm, creating a learning atmosphere of “serious fun.” She develops training that moves from the practical to the theoretical — translating to learners’ day-to-day lives, and making business processes more effective and productive to propel work environments that are healthy and motivating.

Resources mentioned in this episode:

Like this show?

Please leave me a review here — even one sentence helps! Consider including your Twitter handle so I can thank you personally.

Click here to let Leanne know about your number one takeaway from this episode!

Click here to tweet your thanks to Dana.

Quotes of the show:

"There are so many things that you can do to bring learning, to bring a classroom alive to make things not so painful for people".

Even when you know the content and you're familiar with it, you’re still thinking, 'Who's going to be there tomorrow?', 'What if this exercise doesn't work?',  'What do I have as a backup for this?', 'Did I pack this thing?'

'You cannot be rigid, sticking to your lesson plan. The classroom is a place of surprise.  The best facilitators pull the learning out of what is happening in the room, instead of sticking to the script'.

Episode transcript

View the First Time Facilitator episode transcript with Dana the Trainer.

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First Time Facilitator podcast interview with Tyson Young (Episode 20)

Listen to this episode from First Time Facilitator on Spotify. Tyson is the CEO and Co-Founder of Carisma, a digital application that allows your mechanic to provide you with your cars visual service history. In this episode, we talk about using humour in your deliver, adapting to your audience and using different tools and strategies to be a better facilitator.

Leanne: Our guest today was recommended by a mutual friend, Stephanie Yeo. I'd like to read the introduction that she sent me. These are her own words. Tyson is a CEO and co-founder of Carisma, a digital application that enables your mechanic to provide you with your car's visual service history. Outside of his work at Carisma, Tyson is an amazing facilitator, emcee extraordinaire and speaker. He's wonderfully humorous and an amazing active listener who adapts his style based on effectively reading his audience. Welcome to the show, Tyson Young.

Tyson: Thank you so much for having me. That reminds me I'm going to have to pay Steph to write all those lovely things, clearly lies but–-

Leanne: How does it feel when you read a description-- someone in your audience wrote that about you, how does that make you feel?

Tyson: It's super humbling to actually have engaged the audience and one person in particular and especially from someone like Steph who is incredible. It's amazing.

Leanne: I hope you’re listening out, Steph. Yes, we both got some very positive things to say about you. Absolutely, for someone not only to think about that and then to reach out and say, "Leanne, you need to interview this guy. It's -–" Yes, well done.

Tyson: Thank you, thank you.

Leanne: How did you stumble upon the world of training, facilitation, speaking in general?

Tyson: I mean probably it depends how far back I go. I did debating in school and I'm sure that's just because mum wanted me to redirect my energies into arguing with her with other people. I started doing public speaking but quickly dropped it out when I learned you had to do preparation beforehand. Debating was great because you could just go and you would wait for them to do that a little bit and then you'd argue the point. I think that was good a little bit of high school experience. After that, I think that the pivotal moment for me was the QUT international business Case Competition.

You would get presented with these cases. You'd go overseas and you have-- depending on the timeline. It would be like 24-48 hours crammed in a hotel room with way too much Red Bull and putting together this business case and then presenting it to the audience and a panel of expert judges. That was really good in terms of learning how to develop some kind of cohesive train of thought and a message and then deliver that in a high-pressure situation.

In addition to that, I joined the Australian Army Reserve when I was 16. I did that for 10 years and I think there is a lot of training and a lot of facilitation again in relatively high-pressure situations, so that was good and good for the maturity maybe at a younger age. Then from there, just every gig seems to lead to another one and then here I am talking to you.

Leanne: Absolutely. Let's talk about those high-pressure situations. Do you remember that first pitch that you did overseas? Could you sort of reflect on that and what have you learned from that first pitch compared to now>

Tyson: So much. I think I always joked that I was the PowerPoint guy, because I wasn't fantastic at doing the talking. I wasn't fantastic with coming up with the strategies. I knew how to move some pixels around, so that's how I snuck into the team. I was like, "I've got design skills." That was good for so many reasons, but I think working with a team especially, because you couldn't just go and do your own thing. You still had to make sure that your lines worked in with everyone else's and you were kind of vibing off one another.

I think what I learnt from that is there are, in a situation like that, often many different personalities and it comes down to compromise both from your end and their end. You end up generally with a pretty happy team. What else did I learn? Not to have too much Red Bull for a presentation. No, but it was good. I think it all came together in the end and just to enjoy the experience.

Leanne: Part of Stephanie’s feedback is that she said that you adapt your style based on reading the audience. Can you give examples of doing that? Was that something again another skill that you've honed?

Tyson: Yes, like anything, I think you do hone skills over time. One thing that has helped me, and I think this actually came from dad giving me this advice because he's done a bit of facilitation himself. He also had 20 years in the military. It's to, first of all, turn up early and read the room, walk the stage, do whatever you can to feel comfortable in the environment. A big part of that for me is actually speaking with the audience.

Steph was one of the amazing conversations I had beforehand. It's just having that genuine human connection which really puts you at ease. Then you start to feel as though you're understanding who your audience are before you're actually talking to them. Because I really hate going in cold and just talking at people. It's great to already have, oh, like you feel as though you've got some friends before you even start.

Leanne: Yes, I was given that advice as well before, like a big speech. You're kind of conflicted because sometimes you just want to be backstage getting yourself psyched up or doing whatever it takes to psych you up. But at the same time, you see the value of that you're no longer delivering to strangers. You can actually find out why you’re in this room and then somehow relate that to the person.

Tyson: Oh, it's like you feel as though you're having a conversation with people. It would be the same if I had to do this interview but you couldn't talk for 40 minutes. I'm just kind of I don't know what to talk about, just making stuff up. Whereas, when you have that back and forth engagement even if that engagement is simply them laughing or just inquisitively on looking, I think that helps bring out some of the good stuff.

Leanne: Let's talk about getting laughs. Steph mentioned that you were-- We're talking a lot about you, Steph. Wonderfully humorous, is that just your personality that you just bring into your role as a facilitator?

Tyson: I don't know if that's my personality. I mean I've often had people tell me that I'm a joke. I'm not sure if that's a good thing. Now look, I'm incredibly impressed by comedians to start with because they have to get up there with the expectation that they're going to be funny. If you kind of get some laughs as a comedian, I imagine that's probably not a good thing. You want a roomful of laughter. As a facilitator, your job isn't there to be a comedian. But if you do get a laugh and people are like, "Ah, funny guy," it's a very easy one. Even if you get one joke-- I think for me it's more about going in with the expectation that there won't be any laughs and not waiting for applause or for laughter.

Leanne: Waiting for the cymbal crash.

Tyson: Yes, if a joke doesn't come off and it's -- me personally, I never deliver something with like this epic punchline. It's just if people laugh and then, ah, okay, I'll pause and I'll let you have a laugh and continue on. It feels good, it feels good for them too.

Leanne: Great. What other kind of tools and strategies do you bring into your facilitation that may make you different from the other facilitator next door?

Tyson: Look, I wrote some things down because just before this. I guess that's the first one doing a bit of research and putting some notes down. Doing a little bit of research to understand who your audience is helps a lot. Again, that helps with the kinds of jokes that are going to land. If I make lots of startup related jokes at a maybe a corporate event, they might not understand it. They won't be empathetic to that kind of humor. The next one is I'm a big fan of self-deprecation clearly. I've maybe take it a bit too far sometimes and people think I actually just hate myself but not all the time, only after a big house party. Talking with people beforehand yet walking the room, and I think remembering that it's okay to smile and laugh.

People have this misconception that if it's corporate, as soon as they hear that word "corporate," it's like, oh, it has to be serious. At the end of the day, people are still people. People still want to laugh and engage with you. What else? Find your own style. I think it's great to have inspiration but it's also okay to realize that you can be different to other people. I'm certainly not-- I wouldn't even say I'm a great facilitator, just over time I'm learning how to do it a bit better.

Leanne: Same as me.

Tyson: Yes, and I've listened to your podcast and I think they're fantastic.

Leanne: Thank you.

Tyson: Your guests are great. Hopefully, I can you have to stand with them. Just in terms of a few other tips, I'd like to write down notes like handwritten notes. Oh, just lost power. [laughs] For those--

Leanne: For those listening, we’re recording face to face and the light just went out. It went completely dark. But that's kind of-- I mean that can happen in a workshop-

Tyson: Totally.

Leanne: - where we've sort of facilitated in previous episodes, where they've said the biggest thing that ever derailed their workshop was the technology not working. How do you -- but look, that was out for half a second and we've recovered.

Tyson: I know. I started sweating profusely. I was a little bit scared but we're here. I think in terms of not just the notes, I try and avoid a lot of caffeine maybe just because it's the type of person I am. I still get quite nervous before anything like any kind of presentation. I use those nerves because anxiety and fear and excitement, for a lot of it I think it's the same physiological effect. I do use that adrenaline to keep me amped up a little bit. I don't want too much other stimulants in my system. The final one I think is just water, just making sure I'm hydrated and have a relatively clear throat.

Leanne: Well, most good tips are water and caffeine, interesting as well. Because, I've also heard there's a podcast I listen to, it's called Steal the Show by Michael Port. He always says don't drink anything with dairy in it, even the night before that you're running like a big presentation because the dairy in your system can like clog up your lungs or something along those lines.

Tyson: I don't eat dairy so that's a good stuff.

Leanne: There you go. You’re all good. For anyone else listening, I always go a Long Black in the morning of a big presentation just so it doesn't those up. You've really come a long way from preparing compared to what you're like in high school, where you just kind of wanted to wing it with your debating team now which is fantastic.

Tyson: Look, there is a certain element of preparation, but I still wing it for the most part. I absolutely hate written speeches. There are many amazing orators in the world and I think Barack Obama is one of them. I nearly said president but unfortunately some things have changed. People that can deliver a really well-structured presentation, I love watching that. I am definitely more of the style that I’ve got my key talking points and the general structure and then I’ll talk through.

Again, we don’t have written speeches when we have conversations with one another. If you were at a house partying and you're talking with someone, if you were like, “Oh, I missed that point. I’m going to have to talk about this,” it’s not natural. Again, I’d like to feel as though I’m having a one-on-one conversation even if there's 300 people in the audience, trying to finish a point looking at someone and then moving on.

Leanne: Yes, absolutely. Now, you are actually probably the youngest facilitator. Well, you’re not probably. You are the youngest facilitator we’ve had on the show today.

Tyson: I grew a whisker especially for this. It took me a month but I got there.

Leanne: Well, well done. I’d like to hear about facilitating workshops for the people in this side of community, who are generally from a younger generation and not-- like you said, you're not comparing startups to corporates. What are you doing? Do you do anything different with the startup audience? What do they want more? I’m interested to hear your thoughts.

Tyson: Yes I think, again I’m not super, super experienced with facilitation or presenting or even with startups. My brother and I have run-- we ran a digital agency for about five years, Lloyd and I. Then Lloyd and I teemed up with a good friend of ours, Yohan. He is the CTO of another company we’ve got. I think over the last 12 to 18 months, we’ve gained a little bit more experience in startup lens, not just business.

People generally like to hear some of the experiences we’ve had and then they feel as though they can resonate with those stories and understand that we truly are empathetic to some of the challenges they experience as well. Startup people are, I don’t know if forgiving is the right word, but we all understand that you’re iterating quickly. You’re trying to find work and it’s the same with presenting. I don’t always have the perfect response but it’s engaging them the best way I know how.

It’s a bit of a misconception that startups is just for young people because there are many people, I think the most successful startup founders are in their 40s when they start. Life experience is actually quite good.

Leanne: Yes, they say they have been through two or three different companies that haven’t done so well, then they hit their strides in their mid to late 40s, which is so important.

Tyson: That’s my excuse currently the next one probably is a success.

Leanne: Fail three times and then you’re on to a winner. Have you ever had a time where things haven’t gone so well during a presentation that you can share with our audience?

Tyson: A time that hasn’t gone well. I’ll talk about how I got into one of the gigs that I currently do and how that nearly didn’t go so great. I got a call from the business school at QUT. I’m in the back of an Uber. We’re in Melbourne at the time and we’re heading off to this meeting. I take this call and they said, “Tyson, Bill Prad has recommended you for this new session we’re doing. It’s called, The Business Leaders Talks, where we interview successful alumni.”

I’m like, “Oh, me, successful? I didn’t actually think I was that successful, but continue.” She said, “We were wondering if you wanted to be a part of it.” I was like, “Look, totally.” They said, “Because we need someone to interview the successful people.” [laughs] I was like, “Oh, I got you.” That has been a fantastic excuse to meet amazing people. That's been running for about three years now, the QUT BLT.

I just remember the first time I ever got up and this was the first time I really ever emceed anything. I’m okay when someone else is running the workshop or whatever it is and I just can get up, grab the mic and do my little bit and sit down. This was the first time that it didn’t dawn on me until the music stopped, that I had to go to the front and actually run the workshop or the talks.

I just remember I felt as though the colour had drained out of my face. I’m in a full suit. Again, this is when I didn’t really know what my style was. I’m wearing Nikes now but I was wearing a suit and probably even had a tie on at the time, walk up to the front, it's dead silence. I can feel the eyes on me. I didn’t even know if it was that hot on the day, but I’m sweating and the sweat start to get worse. I’ve got the paper in front of me and again the things you learn, if you are going to have notes at a lectern, make sure it's really large font and it’s broken into this visual areas where you can really quickly see.

I had basically an A4 page which it felt like point seven font and I’m staring at it. I am looking at the page and I’m looking off at the audience and looking back down at the page. I swear there must have been crickets. I can feel my voice starting to tremble a little bit and I’m starting to get tunnel vision. I can almost feel the same thing happening now retelling the story. I start the first line. I've probably made a mistake already and I just look up and my first-- [laugh] I don’t know, am I allowed this way?

Leanne: Yes, that’s all right.

Tyson: My first thought as I look up at the room, I’m like, “Fuck it, I’m just going to walk out.” [laughs] I was like, “Just stay with it because you will never ever leave this down.” I was just like, “I’ll just push through.” I did the acknowledgment of the traditional owners and I’m like, “That will be right, I’m probably going to stuff this up and it’ll be really disrespectful and no one is going to want to have me back.” Anyway, I felt as though I did a fairly average job, but I think we’re always quite self-critical.

It’s good to analyze yourself and your performance after the fact, but not beat yourself up too much. Pushing through, that was probably the best thing I could have done, because by the time I got into it I really enjoyed it. It often happens, it’s really nervous at the beginning and then by the end of it I’m like, “I don’t want this to end. I’m engaging with the audience and I’m having such a good time.” It’s just gotten better and better ever since that.

There so, so much for me to learn and for me to improve still, but if you enjoy something and you take that with you to the next experience, it will just keep getting better.

Leanne: Yes, that’s hilarious. I actually had a very similar story last week. I was emceeing a big event for the company I work for over at the convention center. It was very dark, lights came up and that was me and I was on. I thought my notes would be on the lectern ready to go, but they weren’t there. I think in that moment when you pause, you feel like it's gone for an hour and just time really slows down. You get two options really. It’s like never apologize, it's I was going to keep this going and make sure improve it or--

Tyson: You’re right. You shouldn’t apologize, but I am the sort of person that like if someone throws a ball at my head, I’ll probably apologize for being in the way. [laughs] I just apologize at the drop of a hat. I can’t help it. Yes, you know you’re right, just pushing through. It’s like the pain is, this is a no-- 99% of the audience is never going to know. Yes, I know it’s good advice.

Leanne: Yes. It’s so funny when you hit your stride towards the end of it and you’re sort of in your element now and thinking, “Oh, I wish this could go on forever because I love this!

Tyson: The problem is maybe you are enjoying it so much that you forget your audience is there and it’s like-- the startup hatch is a great example. I'm pretty sure that ran an hour over time. I didn’t know if it was because I was getting up with quips in the middle of every presentation or if I just should have hurried it along, but yes, another thing I need to improve on. [laughs]

Leanne: I would love to talk about the differences between just presenting. You said it yourself you realized when you were emceeing, as you’re getting up to open it, that there was a big shift between facilitating a workshop with a group and actually setting the standard and emceeing and getting the audience involved. What are the things have you learned from-- or the differences between those two roles in particular?

Tyson: Look, I wouldn’t say I have facilitated as many days or anything like that as I have presented. I think I took for granted how easy it was just to get up and grab a mic and do the talking when someone else has done all the facilitating for you, whether it's printouts or time management or like the event details. I was basically the guy that just got to rock up, take the mic and really take the credit, but it's people at QUT like Julie McMorris and Rebecca who did all the hard work and probably so many other people that I can’t name.

They are the ones that generally make you look good. In terms of facilitation, timekeeping is a big one and respecting people’s time. As much as I do want to wait for everyone to get into the room, I’ll generally try and start it the time it says that it starts. Then from there, a big one for me is making sure that the person who looks maybe the shy-est and like they're retracting into their shell, they’re typically the ones I want to hear from first.

People like me with a big mouth, they’ll always get their say, but I think it’s those that are quieter who maybe spend more time in life observing than they do speaking, that have more important or more interesting things to say and trying to bring that out of them.

Leanne: Yes, that’s really important. Thanks for that. Now, knowing all this, what’s the best advice then that you could give to a first time facilitator?

Tyson: Well, get involved and I guess if you are a first time facilitator you already are. I would love to see more young people doing this. It's really common for the person at the front of the room to be the older wiser one, which is fantastic go along and see those. I have met some really incredible younger people doing this, people like Scott Millar. I think he just turned 18. He is currently the Creative Enterprise Australia Collider accelerator.

I don't want to say kids even but younger people are doing amazing things. I would love to see them facilitating more workshops for each other and all growing through that experience. Maybe even older people rocking along for those and getting the perspective of younger people would be great. Other advice, I think I like to watch presentations of people that inspire and motivate me. Simon Sinek is a great one. Trying really hard to step away from just passively watching a presentation.

It happens even with me, like I'll get sucked into it just because they're great. But, observing how they move, how they talk, how they change their voice and tone and how they pause, it's a big one and it's something I need to get better at it. It's like what you said, time just stands still and it feels like it can be an hour. Pausing is one of the most effective tools I think any good presenter has.

Leanne: Definitely to get attention.

Tyson: For sure.

Leanne: Because they're wondering, is this on purpose, has she has gotten the lines, what's going on? I need to reflect on what she just said. People really start paying attention the second you pause-

Tyson: Totally.

Leanne: - which is kind of counter intuitive if you want people to listen, you don't say anything.

Tyson: Well, I mean if you've been talking with verbal diarrhea for half an hour and it just all becomes the same but you pause and then something changes. You look up and you're like, "Oh, what's going on?" One of my favourite techniques with PowerPoints especially, I know we're probably talking more about the talking aspect over the PowerPoint, for me simplicity is key in a PowerPoint. You are the focus. I don't mean that from an egotistical point of view. People are there to maybe learn or listen to what you've got to say. They're not there to read what you've written on a slide.

One of my favourite tools with a PowerPoint besides just being simple is a blank slide. Because the moment it's blank, people, "Where else do I look?" They look at the presenter. Sometimes people will think that something is missing from the slide but if you continue to engage them, it becomes really clear.

Leanne: I've never heard that strategy.

Tyson: I love it. It's one of my favourites.

Leanne: Is it just a black slide?

Tyson: Yes, it can be black or it can just be the word disappears off whatever colour background you have.

Leanne: Nice. I’m going to start using that. That's really good, thank you.

Tyson: Yes, it’s cool.

Leanne: I'm interested to hear how doing all the stuff that you're doing at QUT Business School, the interviews that you're doing, how that's played out and helped you in your business life. You've created this or co-created this app for mechanics. My husband's a mechanic.

Tyson: Yes, awesome. I have to have a chat with you afterwards.

Leanne: Definitely. Talk to us-- I'd love to hear more about the app how it started. Then have you noticed that your skills in this area in terms of negotiating with other people have improved because of the communication, your skills that you're developing at the University? How has it played out?

Tyson: Yes, I think they probably feed into each other. For a long time, I like the concept of being a bit of a chameleon and not just, ah, they put their hands on their hips. You put your hands on your hips. I think it's a bit more subconscious than that for me of trying to emulate how people are. Maybe it comes down to whether they're engaging with you and being a bit attuned to that and trying to talk you know on the same level. I don't mean like if someone's not as book smart as you, talk like them. It's just the case of finding what is of interest to them and really diving into that.

I'm probably giving a terrible answer to this. For me, when it's been out there with the workshops, it's definitely been challenging for sure, as at different markets what we're expecting. I don't actually know how to give you a good answer for that one. In terms of how it started anyway, mum and dad have been running Ultra Tune Capalaba for the last must be 12, 13 years. Dad's background, as I said, 20 years military and then basically government jobs since then but then got into private enterprise.

They didn’t quite realize how bad the reputation was of the mechanic industry. I'm sure you know it all too well. Dad being dad, just thought of innovative ways to change that and started taking photos of absolutely everything they did. He would have with the mechanics on the floor digital cameras and he would be taking this onto the computer. When any customer came in, then he would just be showing them the work that that actually done and build that trust and transparency with them.

It wouldn't matter if they're a young dude who was a red head and knew everything about cars or a young female who maybe wasn't as sure. Dad would just treat everyone the same and still does. I think he's the only mechanic that I can find that has nearly 100 five-star reviews on Facebook.

Leanne: No, that’s incredible.

Tyson: A lot of it comes down to that trust that he's been able to build. He was going through this whole digital process but it was a pain because you'd have to get the SD card out of the camera, then you'd have to archive them once the photos were too much for the computer and then dig them up for the archive. They were kind of disparate. They were all over the computer, different hard drives. I was like, "Well, dad, we're nerds and we need something to work on. We'll build an app."

We've kind of learned that maybe dad is the exception to the rule. Maybe that's one of the challenges with the app, finding independent who have the time and resources and inclination to be as transparent. We turn into an app and we're almost daily getting people, like the people that have their cars serviced, signing up so that they can keep their visual history. We don't know where we're going to take it yet. We've had some really interesting conversations with car manufacturers and some larger dealer groups. It's still going to be a long journey for us. But the results from car owners themselves has been really fascinating.

Leanne: So like a really great challenge as well.

Tyson: Yes, always a challenge with staff.

Leanne: Yes, and kind of reminds me of I've got some friends that I work with that have kids in childcare. They're often getting photos sent to them during the day. I think it's the same kind of concept that develops that trust in a way.

Tyson: Transparency will be the norm for sure.

Leanne: I'm comparing kids to cars. I probably shouldn't. Yes, it is, transparency is the new norm. I think you’re absolutely right. The automotive industry, going for something and you come out and it's $3,000, and you think, "I don’t know. Was that worth it? Did I need that"

Tyson: Maybe it helps remove some of that buyer's remorse when it's like, okay, well I knew I had to pay and I really believed that I had to get brake pads. You can have someone that needed brake pads but it wasn't communicated in the same way. They're going to give you a one star because of a miscommunication. Whereas, I believe we're big on the communication piece. I often say we're not workshop software, we're transparency and communication. It will apply to so many different industries and I think we've just started with automotive.

Leanne: I wonder how that would work in a group facilitation kind of setting. If you're running a two-day workshop, you're taking-- I do it anyway and I know a lot of facilitators do is kind of document photos of activities they've done. The group loves it because I get a souvenir of the time they've spent together.

Tyson: Totally.

Leanne: I guess your client would also benefit because they can say, "Oh, wow."

Tyson: People are engaged.

Leanne: Is there anything else that you want to share with our audience about facilitating? Actually, the other thing I want to talk to you is about something we touched on before we hit the record button. This is just an interesting thing. It doesn't actually relate to facilitation but it relates to challenges. You mentioned that you've spent, what, over 400 days just having a cold shower every day. I'd love to hear more about that. Can you share why you do that with our listeners?

Tyson: Why I do that? Because I'm weird. No, so it started as a way to break complacency. It was a bit of a challenging time just with the wrapping up of one business and starting another one. At first, it was just a way to break that complacency to get in the shower to-- it's that mental break of like-- it really snaps you out of just the mundaneness of the morning maybe. It was a reminder for me that if cold water was the worst part of my day, then life isn't too bad. So it's just cold water. Saves massively on the bills as well I want to say.

The challenge was it was a bit of accountability to my co-founders was that I would do it until we were profitable because cold showers suck and I say that in jest. They're great for some things but when you're tired and cold, they really do suck. I said, look, until we're profitable, I'll have cold showers. Then after a period of time, especially through the winter months and I could see the balance sheet, it was clear we were not going to be profitable, not in the near term.

I just said, I'm going to set a new milestone that is still I think admirable and I'll do 12 months. Then I got to the 12 month mark and I built up such a good streak and I was like-- I continued to do this for myself. I pushed the goalposts. I said, well, look, I need something to actually give it some finality. What I'll do is, after Spartan Race which is another challenge from abroad that I just completed, after Spartan Race I'll have a cold beer and a hot shower, because I also took four months off drinking at the beginning of the year.

Basically, did that and then it always like, oh, look I've done Spartan Race but maybe I'll just go till the 400 day mark. Then after a while, I realized that I well surpassed it. Last week, I had my first hot shower in a while. It was amazing. Especially, like I think San Francisco was the hardest period because I was sick and it was winter, and yes, I'm an idiot. But I got through and it was one of those things, it's really not bad.

Leanne: It’s character building.

Tyson: It's certainly the character building.

Leanne: You had a few of those in the military as well I'd imagine.

Tyson: Yes, I mean you know being at bush especially on exercising Malaysia at times, back is covered in prickly heat. You've got the radio and all ammo and webbing on you. You're dehydrated and you're living

in torrential rain for weeks on end sometimes and you forget how much you appreciate porcelain when you get back to a bathroom.

[laughter]

Yes, character building for sure.

Leanne: Character building. It's been fantastic having you on the show.

Tyson: Thank you, likewise.

Leanne: I think you've got so many other stories to share, possibly that don't fit under the theme of facilitation, but it's really interesting character building stories. I've spoken to a few facilitators who always talk about the preparation and what they need to do to get them self focused. I haven't personally tried the cold shower, but maybe that's something that I will do. I love the hot and cold as a recovery method after playing sport, but I've never done it before. It would definitely wake you up I think -

Tyson: For sure.

Leanne: - if you hadn't had much sleep. Thank you so much.

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Transcript First Time Facilitator Transcript First Time Facilitator

First Time Facilitator podcast transcript with Bob Dick (Episode 17)

Listen to this episode from First Time Facilitator on Spotify. Bob Dick is a change agent and facilitator who has been in the business 45 years. He believes that teachers don't teach, learners learn.

Leanne: Our guest today has the longest CV I've ever seen and that's because he has over 45 years experience in helping to make the world a better place. He is an independent scholar, an educator, facilitator coach and change consultant. He uses concepts and processes from action lining, narrative and facilitation to help people, including himself, teams, organizations and communities to improve their work, learning and life. Welcome to the show, Bob Dick.

Bob: Thanks

Leanne: It's great to meet you. I want to hear a bit about yourself and how you wound up 45 years ago entering the field of training and facilitation.

Bob: It was all an accident really, I applied for a position in the department of labor and they invited me instead of that position to apply for the position of industrial psychologist. I hadn't applied for it because I didn't think I was qualified. In three years, I was expected to know everything about industrial democracy and employee participation. I did research in that area, including local case studies of interesting practices. I was expected to spend a couple of days a week reading in that area to be up to date and then the university borrowed me for six months to plug a gap and then that extended and became 21 years. I wanted to take what I had learnt from those three years in the department of labor into the classroom thinking that all I had to do was to invite my classes to have their say in what they wanted to be the syllabus and the processes and that was so different to their expectations that it just made them anxious.

We finished coming up with a collaborative design but it was fairly pedestrian and so I set out to experiment with how to engage people so that they would want to take on more self-management and I didn't think that it was facilitation. It was just trying to be a better educator but really that was the foundation of most of what I now think of today as facilitation.

Leanne: When you approached that group, in the beginning, you said that it was a very different approach, is that because they were used to being in workshops where they were spoken to and it wasn't really participative? Is that what they thought was different about your style?

Bob: This was a fairly traditional psychology programme in one of the sandstone universities and people were used to sitting in lecture theatres in rows where somebody at the front would lecture them often reading out the lectures from a set of notes. What I learnt to do eventually was I'd get into the room early, I'd ask for a room where the furniture was moveable, I'd stark the tables at the back of the room, I'd arrange the chairs in a circle as a way of saying, people when they came into the room, this isn't going to be a lecture you don't know yet what it is but it won't be a lecture.

Leanne: That's really fascinating. Who did you take the lead from in terms of the furniture design and making it a more welcoming environment because back then doesn't sound like it was a very common thing? Is it just some ideas that you came up with one night to make the environment better for learning?

Bob: It didn't happen overnight, it happened over the first two or three or four years that I was at Queen's Uni. In fact, I deliberately stayed away from the literature in adult education and experiential learning at first because I thought that if I found my own way, it would be a better fit for my own style and then I could use the literature to further refine what I was doing.

Leanne: That's really good and that's why I like talking to facilitators from all different backgrounds and industries. Everyone's got something that they do that's a little bit different that works for them but you might be able to resonate with some of our facilitators that think that is a cue that I can pick up and already that furniture design and the environment of the room is important. That leads me on to the question around your website you had a statement, I believe that the term teaching is a misnomer. I assume the teachers don't teach, learners learn. Teachers so-called create an environment in which learning is enabled and encouraged and rewarded. So, how do teachers create this environment?

Bob: That was really what I was experimenting within the first three or four years and every year since then, I keep on fiddling with what I am doing [LAUGHING] and looking for ways of making it more effective, and when things don't work I then change things until they do. But the main thrust of it all the time was that- that saying about teachers don't teach, learners learn, that was my own experience as a learner and it was those educators who did most to engage my curiosities that I learnt the most from and so I wanted to offer the same opportunity to others.

Leanne: I find it fascinating that after 45 years you are still refining what you do. How do you keep learning on the job and what keeps you excited about being in this industry still?

Bob: I would do it for fun if I wasn't doing it for a living. It's a great buzz and if I keep looking for ways of improving that keeps me engaged and in the moment. I notice more of what's going on and so while I am facilitating, I'll work out what I want to say to take the next step. I'll watch the expressions on peoples faces and ask, does it look as if they are taking this in an understanding, if not I can think to myself, well, that wasn't the right way to say that, let me have another go and rephrase it in different words and see if that works better.

Leanne: Yes. It's really is about constantly refining what you doing and then just seeing what the reaction is in the room. Given all the changes with technology as well, have you tried to implement some of that in your teaching method?

Bob: I haven't. I've deliberately tried not to use any technology, I don't use powerpoint.

Leanne: That's great I like that. I like hearing that.

Bob: In the early days I used fancy stuff like those soft koosh balls and things like that and did a lot of play time of activities and then the thought occurred to me, people don't have gear like this is their normal work setting and I'll probably get better learning transfer if I stick with stuff that's pedestrian and day to day for them and rely on the ideas and their engagement to create the excitement. Now I'm not recommending that this is really the way to go, I'm saying that suits my style and what I'm trying to achieve.

Leanne: I have been talking to a facilitator yesterday and I was pitching these innovation problems to some graduates and the questions were very rush there wasn't a lot of information and he said that was deliberate because in the workforce you're not given much time to do anything and you can't sometimes clarify what the question is, what the problem is you're solving. You just need to run with it and solve it in the best way that you can, so I think keeping it really really is important.

Okay. I was looking at one of your facilitator guides, your A- guides which was fantastic, really great resource and you talk about two things that's content and process. Can you explain the difference between the two things? What is content and then what is the process and why is that important for us as facilitators to know?

Bob: Usually, when we are involved in meetings for decision making or problem-solving or we're doing planning or we are in any kind of task-oriented discussion, we pay attention to what goals we want to achieve and what information is relevant to achieving those goals. How we interact, we run on automatic, we don't pay conscious attention to it at all. So, what then calls out fast brain handles all the complexity of the process and our slow brain- our analytical brain, focuses only on the task and the information that's directly relevant to it. As a friend of mine David Natale says, if you're chewing gum, gum is the content, chewing is the process.

Leanne: Oh, I like that. So how then do you get out of that autopilot of focusing on the content and then how do you think, right we need to work on our process because we are not really getting so far? Who does that who should take that initiative to change that focus?

Bob: I would guess that some of the facilitators that you've talked to have talked about the importance of facilitators staying out of the content and merely being a process guide because that seems to be the generally accepted belief and so it's as if the facilitator is responsible for the process because the participants aren't paying attention to it and the participants are left free to pay attention to the content but it seems to me that it's really hard to choose the best process if I'm not also tuned in to what the content is and I'm asking are people exchanging the information that's relevant to the decisions they're trying to make for instance. If not, how can I modify the process so that the relevant information is more likely to be exchanged? Or things like, they're probably not ready yet to move into decision making but they’re starting to talk about that. How can I use a process that will slow them down so that I make sure that all the relevant information is exchanged and understood before we try to do something with it? I need to pay attention to process and content too.

Leanne: Yes.

Bob: I think that whatever the facilitation style that a person has, there's some requirement to do that.

Leanne: Yes.

Bob: It's not something we do naturally. We tend to focus on one or the other. It's almost as if we have to keep switching quickly between them and remain curious about both so that we stay tuned into both.

Leanne: That can be exhausting, can't it? Because not only are you having to pay attention to the content, you're actively thinking ahead. Thinking where is this going? What strategies will I use now to intervene? It's a really tricky and fine line that whole intervention piece. What kind of things do you use when people mention an example they've moved into decision-making mode really quickly? What steps would you take to reel them back to say, hey we haven't really explored a lot of the solutions or identified what the problem really means?

Bob: If I can address that before the problem happens and that's even better, one of the things I invite people to do early on is I make the point that our task is to reach these outcomes or to achieve this purpose or goal. To do that we have to make some decisions about who will carry this out, who will do what by when. To make good decisions, we have to recall the correct information and we have to share that so that we all understand it because that body of information constitutes the building blocks out of which we construct the decisions.

The decisions then lead us into helping to choose who are the right people to carry those forward into action. I let them know ahead of time that we'll be structuring this in a number of phases. That also makes it easier to intervene because I can then say to them I think there's still some information to be exchanged, can we postpone the decisions until we've checked them? Because I would prefer that they don't leave responsibility for the process entirely to me.

Leanne: Yes.

Bob: I prefer to share that responsibility with them. Some preparation as well as being willing to intervene when it happens is a bit of combination than either one on its own.

Leanne: Yes, absolutely. Setting those ground rules sounds like it's very important. Have you ever been in really high-pressure situations where you need to drive an outcome and there's been a bit of conflict in the room and over that time, where a really important decision needs to be made and needs to be the right decision, have you been in any environment where that's occurred?

Bob: I mentioned earlier before we started recording some of the work I did in the mining industry and some of the- and particularly the really bright miners tend to be quite willing to be competitive about things. They could often be a pretty lonely group to work with. I've also worked with research scientist in CSIRO from time to time. That was where I met David Natale that I mentioned earlier and research scientists weren't satisfied until they had demonstrated to me and themselves that they were brighter than I was. Sometimes I had to feign being dumber than I am to keep them on site.

Leanne: You’re sacrificing a bit of your ego to drive a result.

Bob: I was lucky to be born with a fairly manageable ego.

Leanne: [laughs] Okay. Really diverse audiences. It's interesting that you have to shift your mindset as well and the way you behave in that room just so you can enable them to all work really well collaboratively too.

Bob: Yes. One of the tasks I've set myself over the years is broadening my repertoire so that I can more easily work in a wider range of situations and with a wider range of people. My preferred style is relatively unstructured. I plan in detail but then I don’t expect to follow the plan. I want to be responsive to what’s happening in the moment in the room but if there's a lot to do and time is short and particularly if there are a lot of participants, then that doesn't work and so I have to move to the other end of the continuum and structure things tightly and push things along a bit rather than work at a more natural pace.

Leanne: Yes, absolutely. Do you ever -- Now that you've done this for 45 years, do you ever get nervous anymore or were you ever nervous when you first started going into these workshops where you may not know the industry or the content? This is quite new to you because we've got some little first-time facilitators here that are slowly building up that confidence develops to present and talk in front of people and shift conversations along. How did you deal with the notes if you had them and are there any situations now we you'd walk into a workshop and think, "I don't know how this is going to go, the brief is pretty interesting”?

Bob: I aim for a balance between nervousness and confidence. That the nervousness helps to lift my arousal level and helps me be more present and paying more attention. There's an enormous difference in how much information I can take in when my arousal is fairly high and I have that in the back of my mind that I have my safety net. And that is that if the process isn’t working, I will drop the content and engage with the participants about why the process isn't working and invite them to join me in figuring out what process will work better for all of us.

Leanne: That is such a cool little trick that you can rely on.

Bob: And keeping that in the back of my mind means that if I feel my arousal getting too high, I can say to myself, "don't worry if it does blow up in my face we'll deal with that when it happens."

Leanne: [laughs] Wow. You've got to be pretty vulnerable to have that approach as well. I think a lot of people will expect that if I'm at their facilitating workshop, I need to be professional, I need to do all these things. But what you're saying is you can actually let down your guard and let other people into the conversation and say, "why isn't this process working? Let’s addressed this if it's an elephant in the room." Does it really need strategy?

Bob: The assumption I work on and I don't always manage to achieve it- but the assumption that I work on is that the more real I can be, the easier it will be for the other people in the room to be real and authentic. That means that things that might otherwise be censored become surfaceable. That means that the information exchanged and understood is more complete. That means the decisions are better and the actions are likely to be better and there's likely to be more ownership of them.

Leanne: Yes, fantastic. I want to talk about the action because I also read about this in your facilitation guide especially in my early experience. Much of my facilitation was of meetings, decision-making and problem-solving. Did it work? Often, I couldn't tell. The meetings were to decide what to do. Then doing happened later and more often than not I wasn’t there later. How do you control then what happens after you leave that workshop to ensure that they are continuing with those outcomes?

Bob: I've learned over the years to give more and more attention to what happens before the decision-making starts and what happens at the end before we leave the room. Time for meeting anything I can do to create more of a sense of community in the room so that people can afford to be a bit more authentic with each other. The greater the extent to which I can negotiate expectations with the people I'm working with so that they and I are on the same page and the greater the extent to which they're willing to share with me the responsibility for making this a success the easier everything becomes during the middle.

Then at the end, trying to achieve a state where people will be committed to acting on the decisions that they've made is crucial. The literature is a bit demoralizing there if you look at the literature on learning transfer for instance. The amount of learning transferred from most workshops is distressingly small. I now regard that as an essential piece of any meeting. It's about having the actions specific enough that people know what actions they've agreed to and getting a commitment from somebody in the room that they will themselves take the actions or if they have to get somebody else to do it, that they will monitor how that proceeds. I try to build commitment to the final stage of the meeting because if the decisions don't lead to actions, why did we just wasted their time having a meeting?

Leanne: Absolutely and we often find that you do a lot of work on trying to find the solutions and then it's only the last five minutes when everyone's exhausted, they're ready to go out the door because you meant to finish at five o'clock or whatever it is and it's a really rushed process. I think building it into and that commitment all three workshops is a really great idea.

Bob: I try to design processes that take less time than the time I'm given, so that I have a quarter of an hour, half an hour, a bit more of flow time to deal with the unexpected that is going to chew up some minutes on its own because I agree with you, being rushed at the end helps to kill the learning transfer or the carrying forward of the decisions into action.

Leanne: It really does. I'd like to talk about the concept you raised which is action learning. Can you tell us- you've got an example that you wrote on your CV, I loved reading that by the way, when you advise the Electoral commission in a developing nation to improve their electoral system. Can you explain first of all, what is action learning and then how you used it in that context.

Bob: There are two very different varieties that just happened to have somewhat similar origins and the same name. The British style, which developed is that a group of people from different organizations come together regularly or semi-regularly. One of them offers a problem or issue that she or he faces and the others then ask curiosity motivated questions to deepen the problem owners understanding. Then the problem owner goes back to her or his own organization and uses this deep and understanding to do a better job, that's the British style.

It tends to be unfacilitated  - I would provide some early facilitation but then he would assume these are all senior responsible managers, they're capable of managing their own process. I think it was brave of him to make that assumption with some groups of people. When the Americans took it over, the usual pattern there except in tertiary education, where it's used for educational purposes is that it's a shared project. It's within an organization and a diverse team usually from within the organization is set up to take that project on and they work collaboratively together to resolve it. There's usually a facilitator often called a coach or a set advisor who really makes sure that people do what they're supposed to do, that keeps them on the process.

Leanne: Yes, you need that accountability buddy, that's right.

Bob: The process that I use is a bit of both. I usually work with a single project and in-house teams because that's what I'm asked to do. It can be a bit different in the university classroom or in Ph.D. supervision where I also use it but often, the aim is to help people expand their leadership skills by increasing their ability to facilitate because increasingly, leaders are being asked to facilitate that collaborative problem solving rather than telling people what the answer is. A bit like the shift from presentation to facilitation in training.

Leanne: Two very different skill sets.

Bob: If we learn to ride a bicycle by riding a bicycle, I don't think anyone ever learned to ride a bicycle by studying a book, then surely we learn facilitative leadership by practicing facilitative leadership. To do that it acts against that if I'm present all the time and guiding them very rigorously through a very set process. Instead, I facilitate the first meeting relationship building and being clear about the project in outcome terms so that they know what achievement will look like and negotiating expectations and negotiating process guidelines and making sure that they understand who the other stakeholders are that they can engage them.

Helping them to understand what they want to get out of it for themselves as well as for the organization so that they're motivated to hang in there and fine-tune it until it works the way they want it to. At the second meeting, one of them facilitates and I'm there as a supportive coach. By the third meeting, I'm there but I hope not to have to intervene so that at the end of the third meeting I can say, "You've just demonstrated to me that you're entirely capable of managing your own process. I'd be delighted to be invited back at any time but from this point on it's your show".

Leanne: How do they feel when you say that to them must be pretty happy with that.

Bob: Because one of them has facilitated the second meeting and been supported in doing that and because I insist that there's a process review at the end of that meeting and because the process review is then facilitated by somebody else within the group, that person is then likely to volunteer to facilitate the third meeting and the reviewer of that can then volunteer to facilitate the fourth meeting. They're invited into it so that at any stage the step they're being asked to take they know is within their capacity.

Leanne: Yes. It's not a huge leap at all. Especially the whole co-facilitating model is actually really useful and that's how I started in facilitation was, it's always nice having someone that you can lean on. It's a bit more professional then you learn from them and then when you're on your own it's okay because it's not that set from sitting in a room to then leading but stepping in the room to co-facilitating to leading is much easier. It's a great idea. In your observation what are the good skills that a facilitator really needs? If you're to pick say your top two or three which I know is difficult, what do you think those skills are?

Bob: Some of them are conceptual. I'm reluctant to offer advice to other people because in terms of my own preferences and personality, I'm surprised that I finished up as a change agent and facilitator. I can say with some honesty that I'm one of the most introverted people that I know and I'm much more intellectual in my approach to facilitation than a lot of really good facilitators are. What works for me doesn't necessarily work for others. I can talk about what I found most useful for myself.

Leanne: I think that'd be great particularly as we do have quite a few introverts that listen in, again to get that confidence. We want to dismiss the myth that every facilitator needs to be this extrovert that's really confident. That's absolutely not true at all as we can see from your success. I'd love for you to share the skills that you brought to the role.

Bob: There is one conceptual skill which is probably common across all or almost all facilitation and that's to understand the distinction between process and content. For example, the usual ground rule about facilitators not intervening in the content is useful because when a facilitator does that, the danger is that the participants think that the facilitator has an agenda and that can contaminate the process.

Knowing where that boundary between process and content is, is a useful skill for anyone who does facilitation. Then there are times when you need to intervene in content and somehow rather that has to be done so it doesn't contaminate the process. For instance, if I'm holding a marker I would deliberately put it down and I would move to a different part of the room.

Leanne: You actually physically change where you are?

Bob: Move away from the whiteboard and/or the front of the room and say, "I'm now going to speak to you as Bob Dick citizen and it's entirely up to you whether you pay any attention or not to what I'm going to say". It seems to me that that decision that you were about to make has some dangers that I don't think you may realize and I would invite you to reconsider that. Then I move back to the front of the room and take up the marker pen and stand by the whiteboard and say something like, "Okay, what do you want to do now?"

Leanne: Just that tiny shift of moving your physical location and is it just more of a status thing and saying, I'm actually out of the role of facilitator now. Is that what it does subconsciously to your audience and participants?

Bob: That's the intention that people denote authority to facilitators to look after the process. That's why they ask a facilitator in. If I intervene in content from the front of the room in my facilitator persona, then the danger is that they will pay attention to that because I've said it. The danger is what I mentioned before that they may think I have some agenda about a particular outcome. At the end of a facilitation session, the ideal for me is they don't know what views I had about the content or even better is that they think I'm on their side whether I'm or not.

Leanne: Have you ever had a client approach you just on that and asked you to drive a specific outcome? What would your response be if that was the case?

Bob: I say, "I don't think I'm the person for this. Would you like me to suggest some other people who might be able to do what you want?"

Leanne: Absolutely, great. Let's say you're talking to Bob 45 five years ago, Bob just stepped up as a facilitator, what advice would you give to your younger self?

Bob: Whatever happens, you're going to survive it.

Leanne: That's brilliant.

Bob: That means you can afford to experiment if things aren't working. If the process isn't working, it's pointless to continue with it. Drop the content, fix the process, then when the process is fixed you can return to the content.

Leanne: That's really good advice. I think this whole content and process, not philosophy but the way that you approach that as a mode of delivery is really useful. I've never really thought about that before. I know that I've been in meetings and frustrated with because you're not actually making progress but you continue ahead and talk about the content no one really stops that conversation and says, what we're doing here sitting in this room is not working maybe we need to go for a walk or maybe we need to rethink. Do we need more information, should we consult with someone else? I think that's really helpful. Bob, is there anything else that you'd like to add to any of our first time facilitators that are starting the journey?

Bob: Facilitation can be an enormous buzz and it seems to me that the way in which we structure our organizations and our teams and meetings and our social structures generally suit the world we moving from and often spectacularly unsuited to the world we're moving towards with much more ambiguous and complex environments and much faster rates of change and solutions that don't stay appropriate for as long as they used to. The more of us that can be competent in both content and process, the better placed we are to help the world survive some of the trauma that's headed towards us down the road.

Leanne: Yes. It's a very volatile environment we're heading into and I think the today's of going into a meeting with a set agenda and 10 minutes on this topic, it's no longer relevant. I think your strategy of being prepared but also being flexible and open to where the discussion could lead is such a crucial step for any facilitator. Finally, Bob, you're also running workshops for facilitators, where can people find more information about you and those workshops?

Bob: I have quite a large website, some of it about facilitation, most of it about action research really, which is the mindset that I carry around with me in most of what I do. The URL for the website is www.aral.com.au. The A-R-A-L is short for action research and action learning.

Leanne: I was wondering what that stood for.

Bob: There is a load of material there. If after that URL you finish with a slash, it will automatically give you an index to the main versions of the site. One of the links that come up on the index page will be workshops and that will take people through to a description of my program for the year and some of the other workshops that I've offered in the past or plan to operate in future years or offer in-house.

Leanne: Fantastic. We will link to your website and those workshop details on our show notes for this episode. Bob, thank you so much. It's been great meeting you and talking and you've really broadened my perspective on facilitation in terms of splitting up into content, process and keeping focused on what's actually happening and what we need to fix in that situation. I've learned a lot from you and I'm sure our listeners have as well as. Thank you for taking the time out for our conversation.

Bob: My pleasure.

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Episode 16: How to strengthen your facilitation by connecting, teaching and landing with Adam Mustoe

In this episode, we hear from Adam Mustoe – a Gallup certified Strengths Coach and second-generation pastor. He uses an assessment tool called CliftonStrengths to help people find the intersection of their unique talents and rewarding work.

Listen to this episode from First Time Facilitator on Spotify. In this episode, we hear from Adam Mustoe - a Gallup certified Strengths Coach and second-generation pastor. He uses an assessment tool called CliftonStrengths to help people find the intersection of their unique talents and rewarding work.

In this episode, we hear from Adam Mustoe – a Gallup certified Strengths Coach and second-generation pastor.  He uses an assessment tool called CliftonStrengths to help people find the intersection of their unique talents and rewarding work.

The CliftonStrengths assessment is based on 40 years of research by the Gallup corporation where it reveals 34 potential strengths- our natural ways of thinking, feeling, and behaving. 

Adam shares his story on how he found his strengths in 2009, how it changed his life, and how he is changing the lives of others – one workshop at a time.

In this episode you’ll learn:

  • How to bring out the element of “surprise” in your workshop delivery

  • How Adam developed his storytelling skills

  • Story of how he found his “Strengths” in 2009 and how this changed his life

  • His experience on some challenging workshops he facilitated and some practical advice for first time facilitators

  • The 50 mile rule and how, as a facilitator, you can use this to your advantage

  • What prompted Adam to get the Clifton Strengths accreditation

  • Adam shares his top 5 strengths and how it helped him in his career

  • How to use your strengths outside of the corporate world.

Resources mentioned:

Connect with Adam

Like this show?

Please leave me a review here — even one sentence helps! Consider including your Twitter handle so I can thank you personally!

Click here to let Leanne know about your number one takeaway from this episode!

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Episode 15: Facilitating and leading with your head and heart with Therese Lardner

In this First Time Facilitator episode, you’ll hear from Therese Lardner, a psychologist, leadership coach, speaker and workshop facilitator. She shares how being thrown into the deep end helped build her confidence in public speaking, and why your choice of words matter as a facilitator.

Listen to this episode from First Time Facilitator on Spotify. In this First Time Facilitator episode, you'll hear from Therese Lardner, a psychologist, leadership coach, speaker and workshop facilitator. She shares how being thrown into the deep end helped build her confidence in public speaking, and why your choice of words matter as a facilitator.

In this First Time Facilitator episode, you’ll hear from Therese Lardner, a psychologist, leadership coach, speaker and workshop facilitator. She shares how being thrown into the deep end helped build her confidence in public speaking, and why your choice of words matter as a facilitator.This is why Therese dedicates her career to teaching people how to use their vocabulary more effectively. 

We also talk about employee engagement and creating strong work cultures; and discover what organisations need to consider to improve the employee experience.

About our guest

Therese is a leadership and engagement coach, workshop facilitator, speaker, executive coach and psychologist with a simple, no-nonsense approach to building leaders and businesses. Her natural way of engaging with people means that she is just as comfortable in the boardroom as she is on the factory floor. For Therese, connection at work is the key to success, developed through personal insight, alignment with company culture and cohesive teams.

What you’ll learn

  • How she adjusted her academic language to connect with diverse audiences

  • Some advice she was given that took the weight off her shoulders when she was a first time facilitator

  • Why it’s important to develop your vocabulary (and your emotions) as a leader and how you can do that

  • How she landed a speaking gig at a positive psychology conference in New York City

Resources

Desperately Seeking Emotional Vocabulary | Therese Lardner | DisruptHR Talks from DisruptHR on Vimeo.

Episode transcript

Click here to view the episode transcript with Therese Lardner

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First Time Facilitator podcast transcript (Episode 14)

Listen to this episode from First Time Facilitator on Spotify. Hello fellow first time facilitators and welcome to the show this week. This is the first solo episode I'm recording and it's come in response to some feedback I received from a listener, Aminata N'Doye from Toronto, Canada.

Hello fellow first time facilitators and welcome to the show this week.

This is the first solo episode I’m recording and it’s come in response to some feedback I received from a listener, Aminata N’Doye from Toronto, Canada. She asked if I could incorporate listener questions periodically. I think it’s great suggestion, it allows variety for the show and typically, we’ll keep these ones short -they won’t run for longer than 15mins.

If you have a question you’d like answered, there are a few ways you can submit it:

  • You can email me: hello@firsttimefacilitator.com

  • Send me a tweet @leannehughes

  • Message me your question on Instagram and that’s @ firsttimefacilitator

Given Aminata had the idea for this segment, I threw it over to her to ask the first question, and her question is this:

Along the way, you've seen a number of tricks from fantastic facilitators. What were some of the amazing tricks where you thought, "Wow! I need to add this to my facilitation!"? 

Aminata, thanks for your terrific question. It’s a good one, as it forces me to really reflect back on all those years of sitting in group workshops and taking the best pieces of what they do, into the training room if it resonates with me.

I have put together my six tricks for now. I’m pretty sure I’ll publish this episode and think ‘Ahh!’ I forgot that one time that a facilitator did x, y, z…so we may need a part 2 to this response sometime down the track.

Trick #1: Airdropping notes

The first trick I’ll start with requires a bit of skill and it’s not something I’ve personally used YET… But I’m pretty sure my jaw dropped when this happened in the workshop, in a good way!

I recently attended a three day course on how to write a website landing page.  This course was held in Singapore. It was run by a guy called Sean De’Souza.  He has a podcast called the ‘Three Month Vacation’, is an internet marketing legend, teacher, author and a cartoonist.

On the first day, we worked as a group to brainstorm benefits and features related to selling a public speaking course. 

There were two groups; and after our brain dump, we shared our ideas - a representative from each group spoke through the points. Nothing new, right?

Sean was listening to each point; and questioning any points he wanted clarified further. Again, nothing new.

After the exercise, he asked if we all had iPhones (which, surprisingly, everyone in class did) and then he asked us to turn on our Bluetooth so he could AirDrop an image to us.

It was the coolest drawing of all the points our group had just brainstormed! It was so cool - we immediately had the notes but they were drawn beautifully and a fantastic souvenir of the conversation.

I will link to a couple of these images in the Show Notes for this episode - at firsttimefacilitator.com/episode14.

So, how did he do this? He was using the latest iPad which you can draw on. Plus he’s an amazing artist.

But let’s just say you aren’t a great artist, it’s still something you can do.  Your end product may not look as good as Sean’s, however your participants will have real-time access to your workshop notes.

If you’re like me, you may be thinking, well hang on - I can’t listen to what my participants are saying; and draw at the same time!

Well, maybe you can ask your participants to draw notes on the iPad and share them at the end of each topic.

This also double as an engagement strategy; and everyone has access to the notes. To be inclusive though, each participant will need an iPhone for the airdrop feature and if not, you can share via a Dropbox link or email at worst.

Tip #2: Frequent Breaks

My next tip is also from Sean’s Singapore workshop (I think I’ll have to interview him on an upcoming show). That tip is that we took frequent breaks.  Now, this is more relevant if you’re in the training mode for a workshop that runs over a few days and really building a new skill with your group. So, as an example the workshop ran from 9am to 4.30pm, we broke at 10.30am for around 40mins; broke at lunch at 12.30 for 75mins and then had 30mins for afternoon tea.

This was a tactic from Sean. He believes it’s important to have a break, let the information seep into your subconscious, and attack the topic after the break with a fresh head.

I hadn’t seen this as a strategy used before and I liked it, it worked. I was not tired at any stage over the three day program, even though everything I learnt was all new. We also developed a really strong bond within our group, because we were interacting so frequently. Frequent breaks people - it’s the new black!

Trick #3: Explain before standing

What’s another trick?  Well, on Episode 3 of the podcast, Nikki McMurray shared an awesome tip that I have starting using… the tips is this: When you’re going to break out into an activity and you need to explain what to do; explain it when your participants are sitting down. 

Don’t ever say the words ‘Stand up’ and then try to explain what’s going on, because you’ll lose them.  The second they stand up, they’ll be checking their phones, off to the toilet, off to grab a second cup of coffee.  She said your instructions should go along the lines of ‘In a moment, I’m going to ask you to stand up for an activity…’ THEN you explain how the activity works. If there are any questions, answer them, and then ask them to get into their groups. It’s such a simple, effective hack.

Trick #4: Walk/Stop

Another facilitator I had on Episode 5, our Humour Engineer Andrew Tarvin also runs an excellent icebreaker or energiser if you’re working with a big group of people. I ran this recently for a group of 80 people as part of a leadership day. It also works well for smaller groups.

We did this after lunch. It’s called ‘Walk/Stop’. The instructions are really simple, so I’ll explain them now and also link to Andrew’s video explanation in the show notes.

So you need to be in a room, everyone is standing up; scattered around the room. The rules are - when you, the facilitator says walk, the participants should walk; when you say ‘Stop’, they stop walking.

Do this a few times. It’s pretty simple. 

Then explain the rules are changing - now walk means stop; and stop means walk; try that combination a few more times.

The, add the words ‘Name’ and ‘clap’.  Name means you yell your name out; clap means you clap. Then reverse the order.  So now, Walk means Stop; Stop means Walk; Name means Clap; Clap means Name.

Experiment with those four words and yell out a combination of words. 

Then it’s time to add the final two words - ‘Dance’ and Jump; then you reverse all of them. It’s fun, makes everyone move around, listen in closely and laugh. Like I said, I’ve used it before and it works a treat.

Trick #5: Think, pair, share

When I was working for a TAFE in the Northwest of Australia (for those of you who don’t know what TAFE is, it’s vocational education, similar to Community Colleges in the US).  One of our principal lecturers, Carol Howe wanted to encourage our first time facilitators to stop presenting material all the time and create more interaction in their workshops.

And this trick is an oldie but a goodie. It’s the very simple ‘Think. Pair. Share’ exercise. It takes little or no energy from you and it creates excellent engagement.

How simple is it? Well, you may present content, either through a story, powerpoint, diagram, video, news article etc.  Then you pause, and ask each person on their top takeaways from that information; or what it means for them. You can ask them to write it down if you like. That’s the ‘Think’ part.

Then you ask them to pair up and discuss your thoughts.  That’s the ‘Pair’ part.

The ‘Share’ part is bringing it back as a group and discussing.

By using think-pair-share; you’re giving everyone time to reflect on the question and also the confidence to share their responses to the group, as they’ve had a chance to verify their thoughts with their partner.

It’s simple - quick word of warning, don’t user-use it. You don’t want an entire workshop run on the back of think-pair-share, it could get exhausting for everyone!

Trick #6: Game Show

And finally, a colleague of mine, Phil Woods listens in to the show. Last year he wanted to participate in a welcome day I was hosting. The agenda was full. So I issued him a challenge - I said, ‘Phil, if you can create a fun, amazing, engaging activity that helps pass on information, I’ll let you have 30mins.

Phil was up for the challenge and he delivered.  He used an online tool called Kahoot to run a game-show type quiz for the group. And they lapped it up.

How it works, is you create your free quiz on their website at kahoot.it. You write questions with 4 multiple responses, similar to the ‘Who wants to be a millionaire’ type format. There’s a 20 second time limit. 

When you play it, you project the Kahoot website on the big screen; and the answer options simultaneously display on their participants phone; they need to select the right answer within 20 seconds.

It’s super fun, gets that inter-group competition happening and is also a great way to test knowledge.

Great stuff Phil - I did steal this idea for a recent workshop, and the participants loved it, so thank you!

So Aminata, those are some neat things I’ve seen quite recently that are cool. There’s a variety of simple techniques, and also ones that rely on technology.

So, just to recap they are:

  • Writing real time notes on an iPad and airdropping it to your participants

  • Giving time for your participants to reflect and absorb information by having regular breaks

  • Explaining activity instructions and then asking your participants to stand up and move (not the other way around)

  • Think, pair, share

  • A fun icebreaker for large groups called Walk/Stop

  • Using technology, like kahoot.it to create an interactive, competitive element.

Catch you next time!

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