Setting Expectations and Ground Rules

Set Expectations

At the beginning of the facilitation, clearly review the objectives for the session to ensure alignment on what the group is striving to achieve. Set expectations: 

• “The priority areas for this discussion include ‘a, b, and c’” 

• “The areas that will not be covered in this session include ‘x, y, and z’; there will be an opportunity to discuss these points in a subsequent session”

Set Ground Rules

An important element of setting the tone and energy of the facilitation is to develop a clear set of ground rules. These rules should be explicitly mentioned, adapted as necessary, and confirmed whether or not participants are comfortable adhering to these expectations.  

Examples of ground rules: 

• Use personal statement, such as “I”, to avoid generalizations of what others think or feel  
• Apply respectful and attentive listening skills  
• Maintain confidentially and assure this is a trusted, open space for discussion  
• Provide constructive criticism that is focused on an idea rather than a person  
• Encourage questions of all kinds