Facilitation Technique Number 12: Force Field Analysis

Similar to Pius/Minus/Interesting, this technique looks at a solution in terms of "what are the forces that will promote/support this idea" versus "what are the forces that will be against this idea." This gives the group an excellent map of what obstacles will have to be overcome to successfully implement.

How it Works:

When a solution has been agreed to by a group, this technique can be used to assess its viability and to map out strategies for implementation. This process can be facilitated by placing three large sheets of flip chart paper up on the wall. The left sheet is entitled "Forces for Change", the middle sheet is entitled "Solution/Proposal" and the right sheet is entitled "Forces Against Change."

A "Force" is defined as an influencing factor such as people, processes, procedures, attitudes, beliefs, etc.

·   Step 1:    Write the Solution/Proposal on the center sheet and verify consensus of the group that it is accurate.

·   Step 2:    On the Left Sheet, write all the forces/factors which will enable or support the solution/ proposal. On the Right Sheet, write all the forces/factors which will undermine or oppose the solution/proposal.

·   Step 3:    Assign a force value from 1 (weak) to 5 (strong) to all forces on the left and right sheets. These values represent how supportive the forces will be (on the left sheet) versus how opposing the forces will be (on the right sheet). These numbers can be tallied to gain an overall perspective.

·   Step 4:    The group must identify methods of strengthening the Forces for Change and minimizing the Forces Against Change. This process identifies additional tasks which must be completed in order to successfully implement the solution/proposal. Example:

Suggested Activities/Strategies to Increase Forces for Change and Decrease Forces Against Change

1.      Determine if an exception process exists to the Finance Dept. freeze. Consider offset to old system costs?

2.      Assess impact of proposed project on MIS department - are outside resources available?

3.      Seek alternative training methods. Determine if morale problem is related to old system.

4.      Document rising old system costs – do a comprehensive Cost/Benefit Analysis.

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