Facilitator Track

Who runs the room, and what they need

A facilitator runs the sessions. The outcome owner has work to do in every session and should not also be running the room. Choose someone who can hold the agenda, keep the discussion on the work rather than the person, and stop a conversation that belongs in a protected route. An operating leader from another function or an outside advisor can play the role. Name a recorder who keeps the record. The Facilitator Track holds everything they need, free: the items to collect before the first session, the protect people rules, the twelve agendas, the Decision check, and two short videos.

Who runs the room

The outcome owner never facilitates. The person running the room cannot also be the person carrying the result. An operating leader from another function or an outside advisor holds the agenda, keeps time, keeps the discussion on the work rather than the person, and stops a conversation that belongs in a private or protected route. Name a recorder as well, who keeps the record.

What the facilitator needs

The checklist of three items to collect before the first session: the 48-Hour Decision Queue Audit, the current commitments and what they consume, and the baseline.
A sponsor who can grant authority in the room, or a named carrier with a date.
The twelve sixty minute agendas, on the module pages, and the two hour first session agenda, on the 90-Day Install page.
The protect people rules. Answer the Hero Test for yourself first. Where a tool names a person, the subject is the dependency on that role; performance belongs with the responsible manager in private. A faster workflow must still meet its legal, safety, security, financial, and customer obligations.
The stop and route rule. If a concern about suspected misconduct, retaliation, serious risk, or the assigned leader surfaces during a session, stop the group discussion and route it. Do not record identifying details in a shared tracker. Disagreement about a decision is different: keep it in the room, where the people who made the decision can hear it.
The Decision check before closing every session: decision and reason; authorized owner; next commitment; due date; evidence and receiving person; and for any gap, its question, decider, evidence owner, and return date.
The recorder template, with the record's header fields: Initiative; Outcome owner; Sponsor; Date and next review; Facilitator and recorder.
The toolkit index, locating every tool by module.
The Working Session Guide, to run from paper: each module's session prints from its page with the Print worksheet button, with the session kit of tools borrowed from other modules.

Two videos, in production: how to run a session (the five blocks, the Decision check, what to do when the room cannot authorize the decision) and how to protect people and controls (the Hero Test for yourself first, the dependency rather than the person, the stop and route rule).

The rules for every working session

Module 0 has no session of its own. The rules below govern every working session in the course.

Start with the problem. Choose an outcome that matters, find the dependency holding it back, and leave with a decision the team can carry out. A completed worksheet is preparation. The proof comes when the work improves and more people can carry it.
Bring the people who know and own the work: the outcome owner, the sponsor who can authorize the decision, someone doing the work, and someone receiving it. Don't treat silence as consent. Bring evidence: a recent transaction, an unresolved decision, a measured result. A meeting cannot create authority that its participants don't hold.
Use one record. Every session writes into the VOOCS Operating Record. Close with something people can act on: a decision and reason, a next commitment, an owner, a due date, and evidence the receiving person will check. If you cannot decide, name the authorized decider, the missing evidence, and the date the choice returns.
Protect people and controls. Where a tool names a person, the subject is the dependency on that role. Keep misconduct, retaliation, and sensitive performance matters in the appropriate protected process. A faster workflow must still meet its legal, safety, security, financial, and customer obligations.

The twelve sixty minute agendas

Each module page carries its session plan: people, what to bring, five timed blocks, what you leave with, the next check, and what to do if the work still stalls. The two hour first session is on the 90-Day Install page.

Facilitator kit

The checklist of items to collect, the protect people rules, the stop and route rule, the Decision check, the recorder template, the toolkit index.

The toolkit index is the Course Glossary, one line per tool in module order.

Free and paid

The course is free: the assessment, the lesson videos (in production), every worksheet and session plan, the 90-Day Install, and the facilitator materials. Nothing the book points to sits behind payment.

What is paid: facilitator certification, which adds a cohort, one observed practice install on a live initiative, KeyDelta review of the operating record, and a listing; KeyDelta's calls, facilitated sessions, and installs; and Russ's keynotes. Certification terms will be stated on this page before the first cohort opens.

Certification terms

Terms are published here before the first cohort opens. Until then, write to KeyDelta to run the install with your team.