locus-taxy/workshop-facilitation

Purpose

Provide the canonical facilitation pattern for interactive skills: one step at a time, with clear progress, adaptive recommendations at decision points, and predictable interruption handling.

Key Concepts

• One-step-at-a-time: Ask a single targeted question per turn.
• Session heads-up + entry mode: Start by setting expectations and offering Guided, Context dump, or Best guess mode.
• Progress visibility: Show user-facing progress labels like Context Qx/8 and Scoring Qx/5.
• Decision-point recommendations: Use enumerated options only when a choice is needed, not after every answer.
• Quick-select response options: For regular context/scoring questions, provide concise numbered answer options plus Other (specify) when useful.
• Flexible selection parsing: Accept #1, 1, 1 and 3, 1,3, or custom text, then synthesize multi-select choices.
• Context-aware progression: Build on previous answers and avoid re-asking resolved questions.
• Interruption-safe flow: Answer meta questions directly (for example, "how many left?"), restate status, then resume.
• Fast path: If the user requests a single-shot output, skip multi-turn facilitation and deliver a condensed result.

Application

1. Start with a brief heads-up on estimated time and number of questions.
2. Ask the user to choose an entry mode:
   • 1 Guided mode (one question at a time)
   • 2 Context dump (paste known context; skip redundancies)
   • 3 Best guess mode (infer missing details and label assumptions)
3. Run one question per turn and wait for an answer before continuing.
4. Keep questions plain-language; include a short example response format when helpful.
5. Show progress each turn:
   • Context Qx/8 during context collection
   • Scoring Qx/5 during assessment/scoring
6. Ask follow-up clarifications only when they materially improve recommendation quality.
7. For regular context/scoring questions, offer quick-select numbered response options when practical:
   • Keep options concise and mutually exclusive when possible.
   • Include Other (specify) if likely answers are open-ended.
   • Accept multi-select responses like 1,3 or 1 and 3.
8. Provide numbered recommendations only at decision points:
   • after context synthesis,
   • after maturity/profile synthesis,
   • during priority/action-plan selection.
9. Accept numeric or custom choices, synthesize multi-select choices, and continue.
10. If interrupted by a meta question, answer directly, then restate progress and pending question.
11. If the user says stop/pause, halt immediately and wait for explicit resume.
12. End with a clear summary, decisions made, and (if best guess mode was used) an Assumptions to Validate list.

Examples

Opening: "Quick heads-up: this should take about 7-10 minutes and around 10 questions. How do you want to start?

1. Guided mode
2. Context dump
3. Best guess mode"

User: "2"

Facilitator: "Paste what you already know. I’ll skip answered areas and ask only what’s missing."

Decision point after synthesis:

1. Prioritize Context Design (Recommended)
2. Prioritize Agent Orchestration
3. Prioritize Team-AI Facilitation

User: "1 and 3"

Facilitator: "Great. We’ll run Context Design first, with Team-AI Facilitation in parallel."

Common Pitfalls

• Asking multiple questions in the same turn.
• Offering recommendations after every answer (creates interaction drag).
• Using shorthand labels without plain-language questions.
• Hiding progress, so users don't know how much remains.
• Ignoring the user's chosen option or custom direction.
• Failing to label assumptions when running in best-guess mode.

References

• Use as the source of truth for interactive facilitation behavior.
• Apply alongside workshop skills in skills/*-workshop/SKILL.md and advisor-style interactive skills.