Improving Facilitation Skills Train-the-Trainer: Insurance

Improving Facilitation SkillsTraining Trainers to Increase Their Facilitation Skills for an Insurance Company

Client Case Study

Improving Facilitation Skills Train-the-Trainer: Insurance

Situation

State Farm is one of the US’s largest personal lines property and casualty companies. The overall objective was to improve facilitation skills and to allow internal employees to effectively deliver learning solutions by:

  • Reducing phobias
  • Analyzing the audience
  • Preparing presentation outlines
  • Beginning with “pizzazz” and ending with a “bang”
  • Handling tough questions with grace
  • Building teams without destroying individual initiative
  • Debriefing for insights and long-term learning

Complications

The internal trainers perception of their facilitation skills did not match audience expectations.

Approach

  1. Overall
    • Presenting and facilitating—basic concepts
    •  The complementary skills of presentation and facilitation
    • Content and task factors
    • People factors
    • Presentation and control factors
    • Personality and team factors
  2. How to reduce phobias
    • Use therapeutic approaches–rational and cognitive
    • Use affirmative anchors and topic focus
    • Role play and model
    • Prepare extensively
    • Work with a co-presenter
    • Use media support
    • Use stress reduction techniques

Approach (cont.)

3.  How to make effective presentations

  • Do front-end analyses
  • Prepare materials, yourself, and the group
  • Begin effectively
  • Make a smooth, interactive, and light delivery
  • Establish ground rules
  • Use techniques for handling questions
  • End effectively

4.  How to facilitate effectively

  • Do front-end analyses
  • Select or modify group activity
  • Prepare physical facilities, yourself, and the group
  • Begin effectively
  • Monitor group process
  • Adjust structure, pace, and competitive level
  • End effectively
  • Use a model to aid debriefing effectiveness

Results: Improving Facilitation Skills Train-the-Trainer: Insurance

  • 42% increase in participant satisfaction levels

Related Information

The LSA Global team was very receptive and flexible to our needs every step of the way.  Their attention to detail and responsiveness was top notch.

The participants were thrilled with the outcome and rated the customized Presentation and Communication Skills Workshop as ‘Excellent’.

I’d highly recommend working with LSA Global to meet your important professional development needs.

John Mastrorilli
FRDP Leader

Intuit

LSA helped our teams to better synthesize and effectively present ideas and information to leadership decision-makers in a way that conveys value, obtains buy-in, and secures key next steps.

I highly recommend them for anyone looking to improve their ability to present to executives.  Thank you!

Karen VanKampen
Director, Learning and Development

usp logo lsa global

The Next Generation Management Training Programs have absolutely helped me collaborate and communicate more effectively with my peers and teammates.

By utilizing effective communication techniques such as clarifying and confirming, and asking open ended questions, I have been able to clarify and understand information in situations where I would have otherwise asked limited questions and made false assumptions.

Robert Breckner
Firmware Engineering Manager

We selected LSA over a handful of other experts to assist with a key sales leadership imperative. LSA added value every step of the way throughout the entire engagement. Their customized approach to sales presentation training exceeded expectations, and we are excited about global implementation across our offices in more than 100 countries.

LSA’s unique Strategy-to-Results approach is an added game changer.  I recommend them to anyone looking to get high quality results when it matters most.

Eric Mugele
Executive Director Global Learning

Grant Thornton

LSA’s customized Effective Presentation Skills program has helped us elevate our presentation skills to the next level. I personally now have a much greater self-awareness of my presentation skills and can leverage my strengths while working to improve upon other areas.

I definitely recommend LSA Global to anyone for whom presentations are an integral part of their job.

Jim Elliott
Senior Marketing Manager

Samsung

Our company engaged LSA to do a specialized business presentation skills and a “train the trainer” program.

They outdid our exceptionally high standards.

The upfront work to interview key members and customize everything to our unique situation made all the difference. Thanks to everyone!

Frank Abbott
Chief Financial Officer

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