Skilled facilitation is key for effective philanthropic leaders, whether you are raising money or giving it away. From staff meetings to board meetings, from grantee convenings to funder collaboratives, being able to confidently lead meetings of all types strengthens your work and makes it more productive and enjoyable. There are concrete skills and philosophical approaches that skilled facilitation brings that helps - in a power-laden field - truly equalize dialogue, give under-represented voices greater power, and bring together diverse stakeholders working towards shared visions. During this webinar, Janice Simsohn Shaw shared with us the specific tools and frameworks that make her such a skilled facilitator. Speaker: • Janice Simsohn Shaw, Senior Program Director, Exponent Philanthropy

1. 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

2. 2
Emerging Practitioners in
Philanthropy (EPIP) is a national
network of foundation
professionals and social
entrepreneurs who strive for
excellence in the practice of
philanthropy.

3. 3
We are an inclusive group
of highly skilled & effective
Change Makers committed
to working together to
build a just, equitable,
& sustainable society.

4. 4
We provide a platform
for our community to:
Connect
with others
Learn &
practice
leadership skills
Voice
emerging,
transformative
thoughts in the
social sector

5. 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

6. Announcements
• EPIP National Conference – Save the Date!
• May 13th-15th
• New Orleans, LA
• Next Webinar - Wednesday, December 17th, 3pm ET
• Supersized Imbalance: Post-2014 Election, What Foundations
Should Know
• EPIP, NCRP and NIMSP
• MC MaL
• December: Leadership and Management
• All Events
• epip.org/events

7. 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!

8. Today’s Speaker
• Janice Simsohn Shaw
• Senior Program Director, Exponent Philanthropy

9. FACILITATION:
TOOLS OF THE TRADE
Janice Simsohn Shaw
@exponentphil

10. 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.

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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

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