Leadership Facilitation Assessment Checklist

Presence: Radically attentive, at ease

1) Never 2) Very Rarely 3) Rarely 4) Occasionally 5) Very Frequently 6) Always
Is present and aware
Maintains a state of balance & ease
Demonstrates clarity in thinking and language
Notices all social signs and cues

Expertise: Exudes mastery and confidence

1) Never 2) Very Rarely 3) Rarely 4) Occasionally 5) Very Frequently 6) Always
Demonstrates mastery of the material
Uses science skilfully, makes it appealing and practical
Courageously surfaces and deals with objections
Confidently manages uncertainty

Holds space: Creates room for discovery and depth

1) Never 2) Very Rarely 3) Rarely 4) Occasionally 5) Very Frequently 6) Always
Is deeply curious and avoids projecting
Gives time for reflection and processing
Uses space as an invitation to generate insight
Resists the urge to fix or tell

Challenge: Supports and provokes change

1) Never 2) Very Rarely 3) Rarely 4) Occasionally 5) Very Frequently 6) Always
Uncovers real opportunities and blockers
Challenges unhelpful mindsets and habits
Corrects misunderstandings of fact
Encourages specific application goals
Holds participants accountable

Resonance: Makes things relevant and actionable

1) Never 2) Very Rarely 3) Rarely 4) Occasionally 5) Very Frequently 6) Always
Forms a connection with every participant
Creates a rich conversation
Solicits vulnerability and disclosure
Connects back and builds on contributions
Articulates real life relevance
Prioritizes participants over content

Selfless service: Facilitates with compassionate intention

1) Never 2) Very Rarely 3) Rarely 4) Occasionally 5) Very Frequently 6) Always
Demonstrates compassionate intention
Leaves their ego at the door
Finds and amplifies the positive
Celebrates progress at every opportunity

Flex: Moves to meet people where they are

1) Never 2) Very Rarely 3) Rarely 4) Occasionally 5) Very Frequently 6) Always
Adjusts content or exercises to suit participants
Uses simple, everyday, accessible language
Varies tone and intonation to create engagement
Modifies tone emphatically
Increases or decreases gravitas situationally

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