Role

Responsibility

Executive Sponsor

-  set the purpose and scope of the project,
-  specify the objectives of the Facilitated Session,
-  define constraints within the session or project,
-  be the ultimate decision maker for strategic issues,
-  manage strategic aspects of project, and
-  approve funding for the project.

Project Manager

-  manage the tactical aspects of the project,
-  provide technical and business quality reviews,
-  assist Facilitator with pre-session and post-session planning,
-  provide decisions on tactical and technical issues during Facilitated Sessions, and
-  identify, assemble, and manage session participants.

Participants

-  attend (on time) all scheduled session,
-  provide input during sessions related to participant's experience or expertise,
-  conform to the agenda and guidelines of the sessions,
-  assume responsibility for content of the deliverables of the session, and,
-  achieve consensus with other participants.

Recorders

-  work with Facilitator to determine optimal recording techniques and medium,
-  understand objectives of session,
-  understand the process that will occur during a facilitated session,
-  understand how to communicate with Facilitator without disrupting the session,
-  record the content of sessions,
-  refrain from assuming the role of a session participant, and,
-  publish the complete contents of session, and
- assist Facilitator in pre-session and post-session activities.

Facilitator

-  meet with Executive Sponsor and Project Manager to understand scope and objectives,
-  meet with Project Manager to identify participants and participant’s roles,
-  meet with Recorders to plan and execute session logistics,
-  avoid responsibility for the session content,
-  manage pre-session and post-session activities,
-  ensure an opportunity for each participant to contribute,
-  maintain a list of issues that are beyond session scope, and
-  assign follow up responsibility for issues before session ends.

Observers

person that is attending the session to better understand the facilitation process, and is attending session for educational purposes, but does not participate in any aspect of the session