A roundtable discussion is a collaborative format that encourages open dialogue, diverse perspectives, and equal participation.
Here’s how to plan and facilitate a successful session:
1. Define Your Goals and Topic
- Clarify the purpose of the discussion—what do you want to achieve?
- Select a topic that is relevant, timely, and likely to spark interest and debate among participants.
2. Choose the Right Format
- Decide if your roundtable will be in-person, virtual, or hybrid.
- For larger groups, consider breakout sessions or dividing participants into smaller tables to ensure everyone can contribute meaningfully.
3. Select a Skilled Facilitator
- Appoint a facilitator or moderator who is knowledgeable about the topic, respected by the group, and skilled at managing group dynamics.
- The facilitator’s role is to guide the conversation, keep it on track, and ensure all voices are heard—without dominating the discussion.
4. Prepare an Agenda and Questions
- Create a clear agenda outlining the main topics, goals, and time allocations.
- Prepare open-ended, thought-provoking questions to stimulate discussion and keep the conversation flowing.
- Share the agenda and any pre-reading materials with participants ahead of time.
5. Set Ground Rules and Foster Inclusion
- Establish guidelines for respectful dialogue, such as listening actively, not interrupting, and valuing all perspectives.
- Encourage participation from everyone—if someone is quiet, invite them to share; if someone dominates, gently steer the conversation to others.
- Set the tone for an open, inclusive environment where diverse viewpoints are welcomed.
6. Facilitate the Discussion
- Start with introductions and an icebreaker to build rapport.
- Use your prepared questions to guide the conversation, but be flexible and allow organic dialogue.
- Keep an eye on time and gently redirect if the discussion veers off-topic.
- Summarize key points throughout to ensure clarity and momentum.
7. Capture Insights and Next Steps
- Assign someone to take notes or record key takeaways, action items, and follow-up tasks.
- End with a summary of the main insights and outline any next steps or decisions.
- Thank participants for their contributions and encourage feedback on the session.
Pro Tips for Success:
- Understand your audience and tailor questions to their expertise and interests.
- Provide positive reinforcement and acknowledge insightful contributions.
- Use a variety of question types—open-ended, hypothetical, probing—to deepen the discussion.
- Consider using icebreakers or small group activities to boost engagement.
- For virtual roundtables, leverage breakout rooms and digital collaboration tools.
A well-run roundtable discussion not only generates valuable insights but also fosters a sense of community and shared purpose among participants. Plan thoughtfully, facilitate inclusively, and your roundtable will be a success!
Catherine Fitzgerald is the founder and Chief Executive Officer of Oak Innovation. With 30+ years of experience in the training and development industry, Catherine and her team at Oak Innovation are ideally positioned to help training professionals, business managers, and entrepreneurs access customizable training course material.
