7

Introduction to Facilitation

The next step in our framework begins the facilitation unit. We will discuss facilitation strategies. The unit learning outcome is: I can facilitate my blended course. The mastery challenges are now facilitation challenges. As always, formative evaluation will be conducted to help you thoroughly think through your facilitation decisions.

framework

Chapter Learning Outcome: I can explain how instructor facilitation influences student learning.

Sub-section outcomes:

7.0 Introduction

By definition, to facilitate something is to make it easier. In the context of a discussion, a facilitator would help the discussion run more smoothly and effectively. Similarly, in the context of blended and online courses, the goal of facilitating is to help your learners have a smoother experience when learning the content, participating in activities, and interacting with others. All of which should, hopefully, have a positive effect on learner engagement and learning outcomes.  

Many blended and online courses are facilitated by one person—the course instructor. This instructor may be the same person who designed and created the course, or it could be another faculty member or adjunct instructor who was tasked with teaching the course. And while some instructors may be facilitating on their own, others may have teaching assistants or other support. Instructors may also teach learners to be effective facilitators in online discussions and teamwork. In any of these scenarios, the instructor is the main facilitator of the course. 

Facilitating a course typically involves a variety of roles, such as guiding learners through the learning process, clarifying instructions, helping learners utilize technology, and promoting discussions and interactions with and between learners. 

The course facilitator may have a variety of responsibilities within these roles, such as:

See Figure 7-1 for some verbs describing what facilitators do.

Figure 7-1. What Facilitators Do

What Online Facilitators Do by Tony Carr, CC-BY-4.0

We need to begin with the Facilitation Competency Self-Assessment.

👷‍♀️ Course Checklist Part 2: Facilitation

Step 1 Facilitation Comptency Self Assessment.

Open your course checklist. Scroll down to Part 2. Read and follow the directions for completing the Facilitation Competency Self-Assessment. It is similar to the design one. You will receive a score out of 20 points, which will indicate your level of facilitation competency. Since this is a pre-test, you might expect to score between 0 and 10, especially if you have little or no previous experience. 

Facilitation Competency Self-Assessment

A score of 0 =No Design Competency
1-5 points =Novice Level
6-10 points =Intermediate Level
11-15 points =Advanced Level
16-19 points =Superior Level
20 points = Expert Level



7.1 Facilitation vs. Design

Learning Outcome: I can distinguish between online facilitation and design.

In Chapter 1, we related the design of a course to the design of a building. The blueprint of a course, like the blueprint of a building, shows how each of the elements will work together, with each element designed for a particular purpose. After a course has been designed, facilitation is like a building being used for the purposes it was designed for. Now that the course (or “building”) has been developed, how are you going to help your learners use what has been created to maximize their learning?

Consider an asynchronous discussion. The course designer was careful when designing the prompt: choosing words that would enable evaluative and divergent thinking and setting guidelines on the structure, content, flow and timing of responses (see Chapter 5). 

Now envision two instructors simultaneously teaching this course as described in Table 7-1. 

Table 7-1. Two contrasting examples of facilitating online discussion  

Facilitator 1

Facilitator 2

This instructor logs into the course once a week, looks at whether learners had an original post and a reply, gives them a grade, and doesn’t talk about the discussion in their synchronous class session.

This instructor logs into the course frequently, actively participates in the discussion with learners, and summarizes key insights from the discussion during their synchronous class session.

While the design of the activity is consistent across each, the methods the instructors use to facilitate diverge significantly. Are these instructors facilitating this activity in a way that fulfills the purpose it was designed for? Maybe! It depends on the purpose of the assignment.

Another example to compare design and facilitation is a lecture. In this scenario, an instructor may have designed the slide deck by adding information and images, organizing the content, and creating supporting activities. The facilitation of the lecture encompasses all the dynamics during the actual presentation, which may include interacting with learners, noticing when they’re not engaged, answering questions, reviewing ideas, and more. Consider two contrasting examples in Table 7-2 of facilitating during a lecture.

Table 7-2. Two contrasting examples of facilitating during a class lecture 

Facilitator 1

Facilitator 2

An instructor pauses at the end of the lecture to ask learners if they understand the content that was shared and if they have any questions. The instructor tells learners that they can email any questions they have.

An instructor actively monitors learner body language during a lecture and frequently pauses to ask questions to see if the learners are understanding the material. If learners seem insecure about raising their questions to the whole class, the instructor lets learners submit anonymous questions using their cell phones.  

Similarly, an instructor might create a lesson plan, which is a specific design for a class session and an outline for what they hope they will do to facilitate. However, when they implement the lesson, there may be moments where learners need support or encouragement that were not already planned for in the design.

While an instructor can plan facilitation strategies for their course and activities, often facilitation is spontaneous and unscripted. In many cases, the instructor is reacting to a set of forces and relationships that can’t be predicted ahead of time.


7.2 Design Influencing Facilitation

Learning Outcome: I can articulate how online course design affects an instructor’s ability to facilitate learning.

In some cases, there may not be a clear separation between the design of a course or activity and the facilitation of the course or activity, because the two are ultimately intertwined. Usually, the design of a course or an activity creates the structure in which facilitation occurs. In other words, the design shapes the facilitation needs.

Consider our asynchronous discussion example from section 7-1. The course designer specifically created the prompt and instructions keeping in mind prompt types, structure, content, flow, and timing (see Chapter 5). Table 7-3 below shows how each may affect the facilitation needs.

Table 7-3. Asynchronous discussion design scenarios and corresponding facilitation strategies 

Category

Scenario

Facilitation

Prompt Type

The designer created a convergent prompt.

With a convergent prompt, learners will post similar, if not identical responses. There won’t be a lot of (genuine) back-and-forth discussion. In this case, the facilitator might only pay attention to whether learners responded to the prompt or not and check for understanding.

The designer created a divergent prompt.

With a divergent prompt, learners might post a variety of responses. The facilitator may need to connect ideas between learner responses or prompt learners to elaborate on their ideas.

Structure

The instructions suggest a post length of 2-3 sentences.

Learners typically do better with reading and responding to shorter posts. The facilitator may be able to get more of a back-and-forth discussion going between learners by bringing learners into others’ conversations.

The instructions suggest a post length of 12-15 sentences.

Longer posts like this one allow learners to write more in-depth posts. However, this can also make it difficult for learners to read and respond to each others’ posts. The facilitator may need to summarize key ideas from the posts and encourage learners to read more responses.

Content

The prompt includes instructions explaining what learners should include in their replies.

This discussion will have more structure. If the structure is important, the facilitator may highlight and show appreciation for learners’ replies that follow the structure and use them as examples.

The prompt does not include any instructions on what learners should include in their replies.

This discussion will have less structure. The facilitator may need to help focus conversations if learners go off topic. The facilitator may also need to encourage more depth in responses by asking probing questions.

Flow

Learners can reply to any two posts that they want.

If learners can reply to any two posts they want, there may be some posts who will not receive any replies and others who will receive multiple. This could be discouraging for those who do not have replies, so the facilitator might try to respond to these posts or encourage others to participate in this conversation. Similarly, learners may only choose to respond to posts that they agree with. The facilitator could encourage learners to respond to people they don’t necessarily agree with.

Learners are asked to reply to the post directly before theirs (or the most recent post if they were first).

Whenever learners are asked to respond to a specific person or group of people, the facilitator may need to clear up confusion or misunderstandings about who each person should respond to. Learners will likely get better at this over time, but they may need guidance at the beginning. Additionally, since there is a specific structure to how learners are responding, they might have to respond to somebody that they don’t agree with. The facilitator may need to emphasize the importance of respect and any netiquette policies that have been established.

Timing

The discussion post has no due date. Learners can respond or reply whenever they want.

With no due date, learners might not be motivated to participate in the discussion. The facilitator may want to “nudge” learners to participate by sending emails or announcements. They could also show appreciation for those who have been active participants in the discussion.

The original response to the prompt is due before class and replies are due 48 hours later.

When there’s both a due date for the original response and the replies, the facilitator may want to emphasize the importance of getting those done on time. If the original responses are not posted in a timely manner, learners won’t have anything to respond to. The facilitator may want to remind learners of due dates in a synchronous class session, through an announcement, or some other means.



7.3 Why Online Facilitation Matters

Learning Outcome: I can explain why developing online facilitation skills is important.

Imagine a face-to-face classroom with 30 learners. The learners have done their pre-class readings and assignments, and now the instructor wants them to discuss what they’ve learned before moving on to the next topic. The instructor writes a prompt on the whiteboard and then proceeds to leave the classroom. How would the learners react? How would they interact with each other? Would they achieve the intended learning outcome?

This scenario would be an example of design without instructor facilitation. The prompt was created and provided to the learners, but the learners don’t have anyone to support their discussion, helping move it along when it gets stuck, connecting ideas, or answering questions. This very thing happens often in online discussions where the prompt is made available to the learners but the instructor or main facilitator doesn’t engage in the discussion, leaving learners to discuss amongst themselves with very little guidance, sometimes as little as, “Answer the prompt and then respond to two peers.”

A discussion is just one activity. What would an entire course look like as a design without facilitation? Learners’ questions would go unanswered. Nobody would provide feedback on learner work. There would be no announcements, emails, or direct messages. The learners wouldn’t interact with the instructor and they would likely be disengaged with the material. There would be nobody to notice when a learner begins to disengage and nobody trying to figure out how to help a learner stay engaged.

For a course to run smoothly, the instructor (and TAs or other supporting facilitators) will be utilizing facilitation skills in some form or another. In the upcoming chapters, we will discuss some of these facilitation skills in various blended teaching contexts. It is important to note that different skills are necessary for in-person and online facilitation.

One large difference is the technological skills necessary to facilitate in online contexts. For in-person classes, an instructor does not necessarily need to use technology to facilitate interactions between learners or between them and the learners. In the online space, they will need some technical skills to facilitate, whether it be sharing their screen in a conferencing tool, organizing learners into groups, or using communication tools to answer questions or send announcements.

If you are teaching in a blended context, you will need to be able to facilitate both in-person and online activities effectively. These skills will help you foster learner participation, enhance learner engagement, create a sense of community, and continuously improve your teaching practices.

For instructional designers, developing online facilitation skills is useful because it can help you better design with facilitation in mind. You can better understand how your designs might be used and help guide instructors with new facilitation ideas.


Conclusion

In this chapter, we introduced facilitation and what it means in the context of blended teaching. You learned the difference between facilitation and design and how the design can affect facilitation. And lastly, you learned why online facilitation skills are important, whether you are an instructional designer or an instructor. To help guide your facilitation plan, please answer the following reflection questions in your course checklist.

👷‍♀️ Course Checklist Part 2: Facilitation

Course Checklist Step 1 Reflection 1

Open your course checklist and return to Step 1 in the facilitation unit. You have already done the self-assessment. Now read and respond to the questions in Reflection 1. Consider a course that you have designed and/or will be teaching. 

  • Why might online facilitation be important for learner success in this course?
  • What are some of the activities in the course that would most benefit from intentional facilitation?
  • What are some of the facilitation skills you would like to develop? 

Check the completion box when you are done.

Resources

What Online Facilitators Do by Tony Carr

Downing, Pittaway, and Osborne, 2014





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