Process Facilitation Handbook

Purpose: This handbook is a reference guide for people serving as a Process Facilitator for an OpenAgile team. It is a series of "recipes" which can be used depending on the needs and circumstances.

Recipes for Starting a New Team
Preparing the Team

Preparing the Process

Preparing the Work

Recipes for Engagement Meetings
Engagement Meeting Rules of Thumb

Typical Engagement Meeting Agenda

Engagement Meeting Prerequisites

Engagement Meeting Outcomes

Recipes for Progress Meetings
Progress Meeting Rules of Thumb

Typical Progress Meeting Flow

Progress Meeting Expectations

Recipes for Dealing with Obstacles
Types of Obstacles

Destroy the Obstacle

Move the Obstacle Aside

Move Around the Obstacle

Push Through the Obstacle

Transform the Obstacle

Block the Obstacle

Recipes for Effective Reflection
Developing Detachment

Gathering Data about Results

Gathering Data about Events

Gathering Data about Feelings

Gathering Data about the Process

Recipes for Effective Learning
Developing Search

Identifying New Skills

Identifying New Knowledge

Identifying New Wisdom

Recipes for Effective Planning
Developing Love

Choosing Value Drivers

Generating Tasks

Committing to Work

Simple Plans

Complicated Plans

Complex Plans

Planning in Chaos

Planning for Discovery

Recipes for Effective Action
Developing Courage

Team Member Motivation

Handling the Unexpected

Handling Crisis

Handling Victory

Recipes for Effective Self-Organization
Volunteering for Tasks

Consultative Decision-Making

Team Storming

Team Member Self-Selection

Recipes for Measuring Progress
OpenAgile Spider Chart

OpenAgile Rules Adoption