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clients determine their 
key lifestyle choices 

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The Master Facilitator Journal | Issue #0043| March 5, 2002
7,700 Subscribers


Be a Multi-Dimensional Facilitator
Artful facilitation requires awareness and action at all levels: physical, thinking, emotional, intuitive, energy, spiritual and synergistic.

The Point

It's important to know that most of what goes on in a group happens below the thinking level and below participants' conscious awareness. It is the facilitator's job to bring these deeper levels into participants' awareness so that they may be wholey effective. Given that most innovative, creative, inventive, and visionary developments are born at these deeper levels, progressive teams will benefit by developing awareness of them.

In the book, "The Art of Facilitation," the authors do an excellent job of describing the characteristics and actions an effective facilitator must attend to each of the following levels of being:

Physical Level
Thinking Level
Emotional Level

Intuitive Level
Energy Level
Spiritual or Ritual Level
Synergistic Level

We've summarized the details of each level below to help you identify what level a group is operating from and which level will help them further their purpose at any given time. You can get better at working with these levels by noticing them in your groups, sharing your observations with them, gaining group agreement to shift levels, and experimenting with processes designed to shift levels.


Physical Level: Plan and check for physical comfort needs, and utility of tools and props required to support specific group intention. Handle things like temperature, fresh air, comfortable seating, lighting and visibility of people and props, food and drink, restroom facilities, tools and props required to support specific group intention, and special needs of participants (interpreters, childcare, accommodations for disabled, etc.)

Thinking Level: Primary mode of most groups and the level where much of the "concrete" work gets done. At this level, encourage people to fully participate, speak of possibility, focus on forward motion, share ideas, embrace diversity, etc. At this level, these types of words are used: "I think...I've noticed...I understand...My vision is...Can you imagine...We need to consider"...etc.

Emotional Level: This is the level of feeling where we share experiences, feelings, pain, joy, compassion, concern, etc. Encourage sharing from the heart, trust, participants owning their feelings, empathy and compassion, etc. Avoid letting people shut down their feelings or those of others, filling up the silence, or projection of feelings on others. At this level, these types of words are used: "I feel...I care...I'm concerned...etc.

Intuitive Level: This level focuses on the essence of macro experiences. Encourage participants to listen for the whole group, for what needs to be said, speak the unsayable, and to recognize group wisdom.  Avoid ignoring the unspoken upset, group wisdom, or pretending the distress will go away. At this level, these types of words are used: "I sense that...There is something not quite right here...There is something wrong here...We are onto something--I've almost got it"...etc.

Energy Level: This level focuses on nonverbal energy ques. As a facilitator, at times you'll need to help move the energy from low to high or vice versa. Encourage awareness of participants' energy levels, key energy points and shifts, and times where a shift is needed.

Spiritual or Ritual Level: At this level you tap into the higher purpose and higher consciousness of the group. This can be done by using music, meditation, dance, art, and ritual to invoke higher spiritual energies such as compassion, love, planetary awareness, joy, essence, or a spirit of peace. Encourage development of group rituals, fun, joy, and self-expression, practices that deepen group experience, embracing of cultural diversity, and inclusion of all concerned. Discourage implanting rituals designed by others, that don't inspire everyone, that have become meaningless or boring.

Synergistic Level: This is the level of transformation where a group becomes aligned, attuned, and integrated. At this level, participants are aware of group mind and can tap group wisdom at will. This is a magical level where the most powerful and creative work can be done. Encourage alignment with group purpose, clearing, attunement, spontaneity, deep sharing, appreciation, lightness, and humor. Discourage discounting self and others, cynicism, negativity, small-mindedness, and clinging to positions.


This week, practice identifying the various levels in which your groups are operating. If possible, share your observations with fellow facilitators or other group members. How will this help you become a more effective facilitator? We'd love to hear your perspective on this important subject.  Please email your comments to us.

Skill Related Resource
The Art of Facilitation
, by
Dale Hunter, Anne Bailey, Bill Taylor.

The Art of Facilitation provides a superb training resource for facilitators and enables group members to understand facilitation and to take on this role themselves. It also provides access to the source of group empowerment and shows how to create group synergy.

Divided into four major components, this book will give you the insight, tools and resources you need to help your group work easily and more effectively together.

Provides an in-depth examination of the art of intervention and cooperative beliefs and values underlying facilitation for creating group synergy.

If you know someone who might benefit and enjoy this newsletter, please send this link to a friend.

picture of Steve Davis, editor of the Master Facilitator Journal.

About the Author: 
Steve Davis is a Business and Life Coach facilitating others to reach  their full potential in their business and personal lives. Please email your stories, comments, suggestions, and ideas. Or call me at 800-216-3854. I'd love to hear from you. If you find this newsletter helpful, please forward it to your friends. Thanks for reading! 

In the Spotlight

The costs associated with preparing, editing and distributing the Master Facilitator Journal are covered 100% by our daily sponsor.  If you're curious about becoming a sponsor, view details here.

What is the Enhanced Lifestyle Planner?

The Enhanced Lifestyle Planner is an Internet-generated report/working document, which helps your clients and their spouses/companions determine their key lifestyle choices for now and for their future years. Clarifying these choices is an important step towards:

Achieving these goals
Planning their finances accordingly
Enriching their life by beginning the integration of some of these lifestyle choices immediately into their lives.

Key components of the Enhanced Lifestyle Planner report include:

Questions to consider
Hours at work or freed up in retirement
What their enjoy about their job and their personal life
Their feelings
Attitude and self-motivation
Lifestyle considerations
Second career path
Volunteer work
Living environment
Relationships and friendships
Hobbies and interests
Special life events

There are two different versions of the Enhanced Lifestyle Planner.

Version One — Pre-retirement planning is used with clients who are 45+ and not retired

Version Two — Life-balance is used with clients of all ages including retirees

How Does it Work?

Your clients and their spouses/companions can complete the ELP Questionnaire online on their own or at a group presentation meeting. The questionnaires takes approximately 20 minutes to complete on line. In the group sessions which you can deliver in 1.5 to 3 hours, a paper version of the Questionnaire is used which needs to be subsequently completed on line. After the ELP Questionnaire is completed the data for ELP reports is stored in the Certified Enhanced Lifestyle Planner's Account. You would then generate the ELP Report and provide it to clients along with the accompanying handouts in 3 possible ways:

In a personal meeting — with the client and the spouses.
In a group presentation meeting— 1.5 to 3 hours in length.
On a self-study basis. The client is e-mailed the ELP Report along with the accompanying handouts and is directed to listen to an ELP audio-feedback session which is posted online. The client will be much better prepared when subsequently meeting you for personal coaching.

Benefits for You

A positive way to differentiate you in the market place
Extremely useful tool to help you impact positively the relationship you have with your existing clients and consequently retain them, and ensure additional referrals
Certification training online which you can complete at any convenient time to ensure that you use tools effectively
Will lead clients to establish meaningful lifestyle goals in all aspects of their life. This will lead to quality discussions with you as they prioritize their choices and as they work with you to achieve their top priorities.
Wonderful tool for prospecting and to help you sell the coaching concept — Can open numerous doors for you
PowerPoint presentations, handouts and other support materials to help you in presenting the ELP in groups and for your marketing
Opportunity to be part of a Directory of Planners and be considered by the Corporate sector and visitors from the Internet for coaching or financial planning assignments.
Extremely cost effective

Benefits for your Clients

Extremely time and cost effective process to help your clients:

Plan a meaningful lifestyle for now and for their later years
Discuss and clarify their future dreams with their spouse/companion and with you
Start integrating a more balanced, meaningful approach immediately into you life
Consider the financial ramifications of their lifestyle choices

Thank you for reading this issue of the Master Facilitator Journal.  Look for your next issue on March 12, 2002. 


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