Facilitation Tips

Planning a universal design workshops

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Setting the purpose of the overall workshop is the most important first step

What is to be the output and why?

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Consider how much time and resources you will need

What is your available timeframe?

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Choosing the appropriate participants depending on your purpose is crucial

Who are they and what is important for you to know?

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Create a workshop plan depending on your purpose

You can use sorting functions on the front page to generate your workshop plan, or choose one of the preplanned ones

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Do you need to plan for some inclusivity and accessibility considerations?

o   What are the abilities of your participants? (see inclusivity tips in each method)

o   What is their age?

o   What is their expertise?

o   Any language considerations?

o   Have they participated in a workshop or an interview before?

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Choose the appropriate environment for your workshop

Where will you achieve the right atmosphere?

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Consider which materials you need

e.g. pens, post its and templates, see for each method

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Make sure to run through your workshop plan and consider where you need:

o   Breaks

o   Buffers

o   Back up plan

During a universal design workshop

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First impression is key!

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Make sure to accommodate any special needs and that everyone is comfortable before getting started

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Build and maintain trust and remember to consider

o   Introduction of purpose and the overall workshop agenda to align expectations and make participants feel valued

o   Inspire a positive mood with your energy and inclusive attitude

o   Make sure participants feel heard and respected

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Establish a sense of authority by means of your expertise and confidence to ensure participants listen and are productive

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Consider your appearance through body language and tone of voice

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Introduce each method clearly and make sure that everybody understands what to do before inviting them to start working

o   Consider dividing complex methods and introduce bit by bit as to not overload your participants with information

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Make sure to continuously monitor the progress and atmosphere of your workshop

o   Does everyone know what to do?

o   Do they need a break?

o   Are you reaching your goals?

o   Are you on time according to your timeframe?

o   Do you need to adjust your workshop plan?

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When the agenda has been completed thank the participants for their participation and, if you have time, ask if they have any final thoughts or feedback.

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It is important to keep the timeframe - try to avoid going over time

Documenting a workshop

 The importance of documentation is often understated so make sure to plan for how you intend to collect your data for synthesis after the workshop

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Are you able to have a co-facilitator that can take notes and help distributing/collecting material and templates?

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Templates are a way of organizing and collecting data in real time, saves you a lot of work afterwards (see templates for each method)

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Take clear pictures of everything you deem relevant for future work

If you are asking your participants to sketch during your workshop, it’s a good idea to ask them to describe in written text what the sketch represents (you might forget afterwards)

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