The meeting card will help you on the fly, but to get good at facilitating tactical meetings, you’ll need to know the following distinctions.
1. Use the tactical meeting card. As Facilitator, you can read aloud the description provided on the card to frame each step; e.g. “The rules for the Check-In Round are… ‘One at a time. Call out distractions; get present. No discussion.’”
2. Explain “timeouts.” The best way to understand the meeting process is to experience how it works. So, encourage participants to request a “timeout” to questions, because as Facilitator you can’t (and shouldn’t try to) explain everything up front.
3. Explain what the meeting isn’t. Unlike a typical meeting, this space is only for the roles in this circle to process their current tensions. It isn’t a space to build team spirit, process personal tensions, or loosely discuss topics. While those things may be necessary or desired, we do them outside of the tactical space.
NOTE: Any requests for action (explicit or implicit) should be redirected to the triage step (e.g. “Let’s add that as an agenda item for you.”)
NOTE: If asked: Any circle member can request checklist items added to the list as long as they are already accountabilities of the role. No new expectations.
NOTE: Clarify that the “preamble” is now complete and you are shifting into triage.
Read “Introducing the Holacracy Practitioner Guide” to find more articles.