FACILITATION: TOOLS OF THE TRADE EPIP/Exponent Philanthropy Webinar December 3rd, 2014 EPIP Host: Michael Barham Speaker: Janice Simsohn Shaw, Senior Program Director, Exponent Philanthropy

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Emerging Practitioners in Philanthropy (EPIP) is a national network of foundation professionals and social entrepreneurs who strive for excellence in the practice of philanthropy.

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We are an inclusive group of highly skilled & effective Change Makers committed to working together to build a just, equitable, & sustainable society.

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We provide a platform for our community to:

Connect with others

Learn & practice

leadership skills

Voice emerging,

transformative thoughts in the social sector

Join EPIP!

If you’re not yet a member, join us!

More information on our site at www.epip.org/membership

or contact michael@epip.org

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Housekeeping •  All attendees on mute during the presentation

•  Use the question box for technical difficulties

•  We’ll also question box for a few group questions, please submit your answers there

•  We’ll save time for Q&A

•  We’ll be recording this webinar, visit our website to view

•  Complete the post-webinar survey!

Today’s Speaker • Janice Simsohn Shaw

•  Senior Program Director, Exponent Philanthropy

FACILITATION: TOOLS OF THE TRADE

Janice Simsohn Shaw @exponentphil

About Exponent Philanthropy ¾ Largest membership association in the philanthropy sector

with 2300 members in all 50 states

¾ Open to all philanthropists who work with few or no staff

¾ While our core is foundations, members use a variety of other giving vehicles as well, including donor advised funds, check writing, trusts, and giving circles

¾ Mission: We empower philanthropists to leverage their resources and amplify their impact.

Many  thanks… • Huge thanks to Jen Bokoff and her team at GrantCraft at the

Foundation Center for creating the bulk of this fun PPT!

• Feel free to give them a shout-out and thanks on Twitter!

• @grantcraft, @jenbo1

• And we’re @exponentphil

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Why facilitation?

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Our plan for the next 45 minutes

• Polling the (virtual) room • Top tips for strong meeting facilitation • Resources & Applying it to your work • Q&A – Stump the Chumps

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What kinds of meetings do you facilitate or participate in?

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What does a really well-facilitated meeting look like, feel like, and DO?

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Icebreakers

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Plan,  plan,  plan…

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Who’s  in  the  room?

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Good agenda

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What type of meeting is it?

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Clarity of roles

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Visual aids

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Logistics matter

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Preempt Trouble

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Facilitate from anywhere and any role

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Listening…one  of  many  roles

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Naming  what’s  happening

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Next Steps: Resources & Application

Trainings: Interaction Institute for Social Change (MA) Community at Work (CA) Select Resources: Facilitator’s  Guide  to  Participatory  Decision-Making (book)

Exponent Philanthropy Tear Sheet on Facilitation Ice-Breakers: They Can Be Fun! (Blog Post) Project on Civic Reflection Meeting Design & Planning Worksheet

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Q&A

THANK YOU! Janice Simsohn Shaw, janice@exponentphilanthropy.org, @exponentphil

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We’ll follow-up with links to all these items, and feel free to call upon me as a resource. Thanks for joining us today, and happy facilitating!