
How facilitation relates to decision making in a company
The basic principles
The role of the facilitator, which is neutral by design
The single most important facilitator skill
The main stages of preparation
Formulating the goal, which is the decision the session must produce
Selecting who is in the room and who is not
How to open a session so the first ten minutes are not wasted
Keeping participants focused and managing the group
Taking notes without losing the thread
Gathering information and generating options
Choosing priorities as a group
Summing up what was actually decided
Assigning owners, without which the session produced nothing
Evaluating the session itself
Force majeure and difficult participants
How a group actually arrives at a decision
Maintaining the atmosphere
Exercises that move a stuck room
Building the agenda and estimating timing honestly
Facilitating online
Facilitating large meetings
Working with an international group
Translating business value into a solution
Problem mindset against solution mindset
Telling a symptom from a problem before you invite anyone
Value-driven analysis, and the Problem to Goal to Constraint to Metric framework
Stakeholder mapping and influence analysis
Elicitation techniques
Asking the business the right questions
Working with conflicting requirements, and prioritising by value against effort
Business, functional and non-functional requirements
User stories: structure, examples and anti-patterns
Acceptance criteria in Given-When-Then form
Use cases, BRD, SRS, PRD, and the definition of ready
What a business process means in practice
The AS-IS and TO-BE approach, which is what most workshops are about
The minimum necessary BPMN
Finding bottlenecks and waste, and proposing improvements rather than diagrams
The system context diagram
Functional decomposition
User flows, data objects and business rules
Non-functional requirements and traceability
Working in Agile, Scrum and waterfall
The backlog and requirements that keep moving after the session
Change requests and impact analysis
Managing scope, and defending what the room agreed
The role of a written survey when you cannot fit everyone in a room
The most common survey types
Automation tools
Benchmarks to compare against
Satisfaction, loyalty and engagement surveys
Experience surveys
Cross-department and process surveys
Pulse surveys and the exit conversation
Types of question and how each one biases the answer
Response options and the choice of scale
How long a questionnaire can be before quality collapses
Open questions, platforms, and a build in Google Forms
Setting the question the survey is meant to answer
Designing the questionnaire around it
Promoting it so the response rate is worth analysing
Reminders that work without irritating people
Report formats and which fits your audience
Chart types and what each one hides
The sections a report has to contain
Preparing recommendations, and analysing open-question text
What conclusions the answers actually support
Turning them into a plan with owners
Interim surveys to check whether anything moved
What critical thinking is and why a workshop without it produces consensus rather than truth
How it differs from logical and creative thinking
Its role in group decisions
Objectivity, rationality and evidence-based reasoning
Deduction, induction and abduction
What separates a strong argument from a weak one
Building a case that survives the room
Recognising errors in reasoning while someone is making them
What cognitive biases are
Anchoring, which is why the first number said in a workshop decides the range
Confirmation bias and framing
Practical techniques for reducing their effect on a group
Telling a fact from an opinion delivered confidently
Verifying what a participant has asserted
Primary and secondary sources
Fact-checking and media literacy
Decision models: OODA, Cynefin, cost-benefit
Using analysis and argument to decide rather than to justify
Managing risk and uncertainty
Cases from business
Applying it in a live discussion
Critical thinking in negotiation and communication
Its connection with creativity
A personal development plan for the skill
What a strategic plan actually contains
How it differs from operational planning
The five-step plan
The strategic planning model
The project plan for the planning work itself
Choosing who owns the strategic plan
Creating and training the planning team
Selecting key participants and running the first meeting
Establishing where the organisation actually is
Reviewing structure, mission, vision and principles
Stakeholder analysis and the external environment scan
Gap analysis and the recommendations that follow
Developing the performance metrics for the plan
Naming the people accountable
Allocating resources
Executing against milestones and supporting it afterwards
Shaping the desired future state
Identifying participants and selecting a facilitator
Preparation and handouts
Day one on the starting point, day two on the target
Defining the plan and the desired outcomes
Finalising the document
Communicating it to everyone who was not in the room
The implementation plan that follows
This course contains the use of artificial intelligence.
Most workshops are designed as an agenda. A workshop that works is designed backwards from the decision it has to produce, and everything else follows from that one choice.
Get the decision wrong and no amount of sticky notes will save the day.
Why sessions produce agreement and no output
The goal was "align on the roadmap", which is not a decision and therefore cannot be reached. The wrong people were invited — everyone who wanted to come, and nobody who could approve anything. Half the time went on informing people of things they could have read beforehand. The first number said out loud anchored every estimate that followed. And it closed with warm agreement, no owners, and a promise to circulate notes.
Then the same topic reappears six weeks later, slightly worse.
How the course is built
Thirty-six lessons in six parts. Facilitation first, six lessons: the goal as a decision, choosing the room, holding focus, generating options, prioritising as a group, closing with named owners, and handling the participant who dominates. Plus running it online and at large scale.
Then the analysis layer, because a requirements workshop that produces enthusiasm rather than user stories has failed. Framing the problem before you invite anyone, stakeholder mapping, acceptance criteria in Given-When-Then, AS-IS and TO-BE modelling, and impact analysis for the change requests that arrive afterwards.
Preparation, judgement and the hardest session of all
Then six lessons on written input, which is the part most facilitators skip. Collecting views before the session so the room spends its time deciding rather than being informed: question design, scale choice, response rates, the report, and turning answers into a plan.
Then critical thinking, which is what stops a group agreeing on something wrong. Strong reasoning against weak, and specifically anchoring — the reason the first estimate spoken in a workshop sets the range for everything after it. Plus decision models for the cases where the group does not have the facts.
Then the hardest format there is: a two-day strategy offsite. Preparation, establishing where the organisation actually stands through gap analysis, day one on the starting point, day two on the target, and turning the output into a plan with owners and metrics. And finally group dynamics — diagnosing a group before designing anything for it, the GRPI model, and what changes when nobody shares a room.
Who is teaching this
Mike, the number one HR instructor on Udemy. More than 1.6 million course enrolments, over 150,000 professionals trained, PHRi and SHRM-CP certified, HRCI representative in more than 10 countries. I built the people function of the unicorn Preply and worked at Wargaming, Alfa-Bank and iDeals. I have facilitated sessions that produced real decisions and sessions that produced a nicely formatted document, and the difference was almost always in the preparation rather than the room.
What is included
Lifetime access to all course materials
Active instructor support in the Q&A section
Udemy Certificate of Completion
Practical assignments and real business cases
A section with additional courses, tools and resources
Before your next session
Write the decision the workshop has to produce as a single sentence, in the past tense, as if it had already happened. If you cannot, you are planning a meeting rather than a workshop, and the difference will show. Enrol now and start the first lesson today.