Facilitator's Guide
This guide is for whoever is running a session: steering a live conversation so its findings come out clean. In LEMA Chat that is less about controlling people and more about keeping the funnel tight: talk, branch to stay focused, let findings accrue, resolve, and promote to the Brain.
Everything here builds on the User's Guide. Make sure you are comfortable with chats, mentions and widgets first.
Running a session
- The funnel: the model you are facilitating toward, and why it matters.
- The facilitator role: what the role adds, the session controls, and Founders and positions.
- Whisper: steering the agents without speaking to the room.
- Widgets in depth: using polls, word clouds and sortboxes deliberately to surface and converge a group.
- Problem Radar & Problem Bank: scoring a problem and recording one that has passed.
- Breakouts & SideChat: moving a tangent into its own room without losing the thread.
- Resolutions & findings: closing a conversation with a durable outcome and promoting what is worth keeping.
- Council & Board deliberation: turning a question over to a panel of agents that argue it out and synthesise an answer.
Interviews
- Running interviews: Topics, the interview gate, typed, voice and phone interviews, steering, and what happens after.
- Adding participants to a Topic: giving people their own interview.
- Checklists & interviews: set up checklists, compare interviews in the matrix, confirm Answers, and complete with gaps.
- Deadlines & reconciling answers: interview deadlines with automatic reminders, and settling differing answers.
Running a programme
- Onboarding: signing in, Setup, and what founders see first.
- Programme weeks and checkpoints: the schedule, checkpoint reviews and founder decisions.
- Customer evidence: the customer record, price reactions and reviewing evidence.
Who can do what
Most of what makes a session work is open to every member: running widgets, starting a SideChat, capturing findings and resolving a chat. The Facilitator role adds the session controls, Whisper and Topic management. See The facilitator role.