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Communicating with the Public
Facilitation of Engagement Events
Facilitators lead and manage public engagement events. A facilitator can help achieve goals for effective project communication, respectful and productive event environments and inclusive participation. Public engagement events that may benefit from having a facilitator include public meetings, workshops, project-specific groups and charrettes.
What is a Facilitator?
The facilitator of a public engagement event ensures that the event fulfills its intended purpose. Throughout the event, the facilitator can help create an environment where all involved parties are respected, welcomed and feel comfortable participating. Facilitators typically lead the event and are viewed as the person “in charge.”
Roles of a Facilitator
Facilitators can fill several different but related roles for public engagement events:
- A neutral party who is independent of any specific interests of stakeholders. Facilitators play a separate role from that of a project team’s subject-matter experts, who provide technical knowledge and expertise. Facilitators should strive to be impartial on the specific outcomes of the engagement event and project, and advocate for a meaningful participatory process.
- When City staff assume the role of facilitator, it is important to remain impartial about the project, engagement outcomes and ongoing City policy discussions.
- Communicator who helps the project teams convey project information to event participants in clear, understandable terms that people can relate to.
- A “master of ceremonies” to run the event, keep the discussion focused on the established agenda and track timing so that all intended activities are completed on time.
- When applicable, an empathetic guide for discussions to elicit input that can be meaningfully addressed and used by decision-makers and to uncover community feedback previously unknown to decision-makers.
- An attentive ear that listens to input and discussions that happen during the event.
- A monitor of disrespectful actions or words that detract from a productive event environment, using conflict management strategies to keep events productive.
Selecting a Facilitator
Consultant facilitators can bring specialized knowledge and experience in participatory processes, community engagement and conflict resolution. Because of the importance of facilitators being neutral on project outcomes, the City has often used consultants for facilitation roles, especially when a project has generated significant community concern or controversy.
However, budgets and resources may preclude a project team’s ability to engage a consultant facilitator. One strategy is to fill the facilitator role with a staff member not involved in the project because they can focus on supporting the engagement process during the event.
If the only person available for the facilitator role is a staff member of the project team, with preparation they can still successfully integrate the roles of the facilitator with serving as a project team member.
Facilitation Process
Like many engagement events, a successful facilitation process requires thoughtful pre-planning, team coordination and a plan of how the engagement will be reported back to participants. Below are guidelines for a successful facilitation process broken down by phase.
The facilitator should be involved throughout engagement planning and preparation. The facilitator should consider if any adjustments are needed to help with the facilitation process. Additionally, consultant facilitators can advise on approaches to increase the event’s effectiveness.
Before
Pre-event planning, coordination and preparation can easily account for more work than the actual event. However, investment in planning and preparation will help achieve goals for effective project communication, respectful and productive environments and inclusive participation. Completing the Steps 1 through 6 of the Steps for Effective Public Participation will help support the facilitation process. The facilitator can also consider the following before an event.
- Define staff roles for the engagement event.
- Conduct at least one practice run before the event.
- If small group discussions are planned, conduct a separate training session for facilitators, notetakers and subject matter experts who are supporting the groups. In the training, review the purpose, timing and instructions for notetaking.
Inclusivity Considerations
The facilitator has an important role in accomplishing the City’s objectives for involving diverse communities. Consider the following to make facilitation more inclusive.
Cultural Variation in Norms, Social Interaction and Communication
The facilitator should work with the project team to tailor the event’s engagement techniques and activities to honor the communication norms of the anticipated participants. For example, consider using breakout groups if anticipating participants with preferences for personal and warm communication and high levels of expressiveness. Extra time should be allocated to the activity to ensure that participants have ample time to connect, share and explore the discussion topics. On the other hand, if the anticipated participants are associated with backgrounds less comfortable with self-disclosure and more use of subtle or indirect language, greater levels of participation may be accomplished with open house stations and opportunities for one-on-one conversations with project team members.
Coordinating Translation and Interpretation
Providing translation and interpretation for community members who may be more comfortable with a language other than English can help support their participation. The facilitator can:
- Coordinate in advance with the interpreters to understand any requests that will make their work more effective, such as reviewing presentation materials, clarifying the intended meaning of any technical terms and making sure that speakers maintain a regular pace of speech.
- Convey the commitment to an effective multi-language event and encourage interpreters to provide suggestions and proactively identify challenges and solutions.
- Involve the interpreters in the practice run and welcome them as part of the team for the event. Test the interpretation equipment and systems as needed.
- Plan for announcements about the availability of interpretation at the beginning of events so that nobody misses any of the program.
During
Conduct the public engagement event according to the logistics plan and agenda while staying flexible and open to adjusting as needed. Focus on the experience of the participants and their involvement. Facilitators should make a point to hear input from all participants and call on those who haven’t had a chance to share yet.
Managing Nerves
Being at the front of a room and maintaining a productive and inclusive environment during an engagement event is a big responsibility. It is natural to feel nervous in a situation like this. Below are some tips to help feel calmer and stay relaxed.
- Write down and practice the event introduction to reduce the chance of stumbling over words when the event starts.
- Redirecting thoughts from concerns to parts of the event that feel more energizing and meaningful can help the body reinterpret nervousness.
- Connecting with team members and participants for quick chats can help build a positive environment.
Welcoming Participants
Facilitation starts as soon as the first participants enter the event space. Staff can welcome participants and orient them to the space. When staff get to know participants and their reasons for attending the engagement event, participants may become more comfortable and open to sharing their ideas.
Productive Event Guidelines and Agreements
Once the event begins, the facilitator should explain to participants the purpose of the event, the desired input that the project team is seeking, and any guidelines for participation to make the event productive.
Two commonly used types of guidelines are standard engagement event guidelines and event agreements. Below are their definitions and when to use them.
Productive Engagement Event Guidelines | Engagement Event Agreements | |
---|---|---|
Definition | Standardized event guidelines provide clear expectations for participant behavior and involvement when holding an engagement event. | An agreement that is created between an event facilitator, participants, and staff that defines preferences in how an event is run. |
When to use | Productive engagement event guidelines are more commonly used than event agreements, especially for larger events where it would take too much time to create agreements. | Engagement event agreements are typically used in smaller event settings, where participants can help fine-tune the statements for their preferences. |
Regardless of format, productive engagement event guidelines and engagement event agreements establish standards for how everyone should participate to keep engagement environments constructive, fair and respectful. Simple reminders of the guidelines or agreements can put potentially disruptive behaviors back on a productive track.
The City has standard productive engagement event guidelines, including an explanation of how to introduce them. Facilitators may modify the City’s standard guidelines to align with their facilitation style and/or the unique circumstances and needs of the event.
How to Use the Productive Engagement Event Guidelines:
- In larger public engagement events, the facilitator should introduce the guidelines both verbally and in writing at the beginning of the event and explain its purpose. Attendees do not need to formally acknowledge or verbally agree to these guidelines, but the information is shared to create a productive and safe space for all.
- Example of a productive engagement event guidelines introduction by the facilitator: “Productive engagement event guidelines help us set expectations for participation during this event. They help make sure that all of us in this event have a positive and productive experience. We’ll review these guidelines now; please keep them in mind as the event progresses. My role throughout the event is to make sure that we’re living up to the guidelines and I’ll chime in to keep us on track if we are starting to deviate from them. If you don’t feel that you’re able to follow these guidelines, we would ask that you consider providing your feedback in a different manner such as through the online survey or by sending us an email.”
- In smaller group meetings (10-20 people, e.g. project-specific groups), it is preferable that the group collaborates and makes decisions together to create the engagement event agreements, particularly in a group that will work together over time. For these situations, use the guidelines below as a starting point to discuss and build on.
Each of the five guidelines below should be included on a single presentation slide followed by an explanation by the presenter.
Standard Productive Engagement Event Guidelines
Guideline | Speaker Notes |
---|---|
| Please ensure all interactions with staff and other community members are respectful. We understand that participants may want to communicate their agreement or disagreement when presenters or community members address certain topics. All perspectives are valued, but we ask participants to refrain from making insults and using inflammatory language.
We want to ensure that public support or disagreement regarding a participant's point of view not discourage someone else from participating. |
| We will try to address all questions directly related to the topic at hand. Unrelated questions or comments will be noted and we will do our best to connect you to the appropriate person or organization. |
| Being concise, focused and clear will help ensure your thoughts or questions are appropriately captured or addressed. |
| Please share the space to allow others time to provide their input. |
| Please help us to maintain a safe environment, including keeping emergency exits clear and asking permission from City or support staff before moving equipment or furniture. |
Care, Trust and Active Listening
When people interact with government, they bring experiences and perceptions that may contribute to them wondering if the project team cares and why they should be trusted.
When community members experience care and trust, there’s greater opportunity for sharing project information and having dialogue about questions, concerns, ideas and solutions. When engaging with communities that have been structurally excluded, even greater effort to express care is warranted.
The entire project team can work to establish rapport with community members to express care. After reviewing the concepts below, the project team will likely identify others based on their own experiences and observations.
Concepts to implement care and increase trust include:
- Hospitality: Hosting a public engagement event can be compared to hosting a get-together for family and friends. Part of hosting is considering people’s needs and preferences beforehand and monitoring and attending to their comfort during the event.
- Active Listening: Active listening involves going beyond simply hearing the words that another person speaks. It involves carefully listening to what others are saying—not to immediately have a response, but to understand fully what is being said. With community members, active listening helps to convey that staff hear them and value their input. Be attentive, ask open-ended questions, summarize and paraphrase, request clarifications, show empathy and use open body language.
- Nonverbal Behavior: View the Nonverbal Communication section to learn strategies for effective communication with the public through attire, body language and music.
- Neutrality: Neutral facilitation can help participants be more comfortable sharing their diverse viewpoints. Facilitators should not provide their personal opinions on processes or project details, regardless of if they are personally in support or opposition.
When to Pivot
Each group of participants will have their own unique needs. Consequently, moments may arise where the group is requesting a different approach than what was planned for the engagement event. Having the agility to respond to requests and alter plans demonstrates genuine care and signals intention to authentically engage community members.
For example, if community members are vocalizing discomfort with a workshop format, consider pausing and convening the whole group. Listen to their concerns, take notes and try to incorporate their preferences around how they hope to engage moving forward.
When Asked Questions that Can’t Be Answered at that Moment
One of the benefits of public engagement events is community members having the opportunity to ask questions and seek information about things that are important to them. However, sometimes the project team does not have the answer.
Avoid deflecting responsibility or responding in a way that prevents people from receiving the information that they’re seeking. Instead, convey that staff will follow up to provide an answer and follow through with the action.
How the Team Can Help
Team members who are not in the role of facilitator still play a big part in accomplishing a productive, inclusive public engagement event. Here are several ways to support and reinforce the facilitator’s role.
- During the event, stay within communication range of the facilitator in case they ask for assistance. For example, they may need help distributing materials, adjusting the room set up, troubleshooting audiovisual equipment or bringing out more refreshments.
- Greeters and sign-in table staff can hand out background materials, such as fact sheets, to participants as they enter the event.
- Identify ways to make the space more comfortable for participants and implement any quick adjustments.
- During a Q&A session, point out any participants whom the facilitator may have missed.
- When the facilitator sums up any topics of discussion, notetakers can share any points that the facilitator may not have heard to ensure that all input is recognized and recorded.
After
Hold a meeting including the facilitator and project team to debrief within one to three days of the public engagement event. Exploring what worked well, what could be improved and whether the engagement objectives were met will yield important insights to incorporate into future events. An important part of the debrief is identifying specific action items and responsibilities needed to follow through with commitments made to event participants.
Staff can also share constructive feedback during the event debriefing. Team members may have observed things that the facilitator did not and vice versa.
Finally, all forms of input from participants, including contact information shared for future engagement and any demographic information collected should be documented. Report findings to participants and share how their input influenced project decisions.
Communicating with the Public
- Introduction
- Affirmative Language
- Clear, Simple and Inclusive Language
- Communication Strategies for Different Learners
- Conflict Management
- Document Accessibility
- Facilitation of Engagement Events
- Inclusive Graphic Design
- Nonverbal Communication
- Paid Advertising
- Public Speaking
- Translation and Interpretation
- Trauma-informed Engagement