Observations of An Effective Hybrid Focus Group Facilitation

11
Apr 2023
171
A group of people sitting around a table with the words i see i hear i experience above them

Author: Ada Tai, MBA, CPHR, SHRM-SCP

Conducting focus groups is nothing new for people who work in management, research, human resources and other areas. A focus group is a moderated session that gathers a small group of people to discuss specific topics. Recently, our firm was retained to facilitate a series of focus group sessions with diverse businesses on a complex issue. Our senior team member, Bob Excellent, renowned in stakeholder engagement and facilitation, was assigned as the facilitator. Opportunities like this do not happen every day. Our team members treated this as a professional development opportunity. Therefore, we took turns assisting Bob at these sessions so we could observe and learn from him.

To make focus groups successful, thoughtful preparations are needed!

Pre-Focus Group Preparation:

 
1. We worked closely with the regional authority who engaged us to understand the background of the situation, the expected deliverables and the targeted audience.
2. Based on adult engagement principles and given the tight schedules, we designed five sessions, each for 60 minutes, with the option of having individual chats afterwards.
3. To encourage participation:
  a. We secured a location that is easily accessible and with ample parking spots.
  b. We capped each session at 7 participants. A hybrid option was offered to those who could not participate in person.
  c. On the focus group invitation:
    i. We outlined the objectives and the major questions we would discuss. To complete every session in 60 minutes, we created 5 main questions.
    ii. We also explained how the facilitator would maintain confidentiality.
    iii. Snacks and coffee always go a long way. We included a message about these “incentives.”
    iv. We promoted an interactive atmosphere but declared that reservation is a must.
4. Within our team, roles were also assigned:
  a. Bob, the Facilitator, would plan and chair the session, and address inquiries.
  b. Another team member, the Supporter, would manage the logistics, such as space rental, emergency protocols, snacks arrangement, technology set up and note taking.
  c. Both people would set up the room together before the session started.

 

During the session:

Bob is an early bird: he is the first person to arrive on all occasions. No surprise, he was 40 minutes earlier for each focus group session.

For sessions with no virtual participants, the room was arranged in an open-ended “U-Shape” configuration as in Image 1. On the day I was the Supporter, we had two virtual participants. Therefore, we set up the room as in Image 2. I observed Bob putting the participant’s first name on the name card and putting each card at the table to hint at the seat allocation. He also wrote down our names and roles on the whiteboard in the room.

 

A diagram of a group setting with a facilitator in the middle.

When participants entered the room, he stood up to shake hands and greet each person, asking their names and taking them to their designated seats. He also greeted and waved to each online participant.

Bob kicked off the session on time by briefly presenting himself and introducing the session. He then highlighted the concept of confidentiality and certain ground rules. The rules include the following: 

  • All perspectives/feedback are welcomed.
  • People need to demonstrate respectful behaviour towards each other.
  • Due to the limited time, participants will be cut off if they dominate a conversation.
  • Attendees may leave early or take a call, but they should keep their phone mute.

The participants were given 30 seconds to introduce themselves and their businesses. The virtual participants were also reminded that they could connect with the room via chat or speak through their microphone. They were asked to have their camera on. As the Supporter, I managed the chat box throughout the session.

Bob planned how much time he wanted to spend on each question. He did not announce each question by saying, “Now, let’s discuss the first question, which is xxx.” Instead, he led people through a conversational flow. Throughout the hour, Bob balanced the “talkers” and the “quieters.” He also aligned and re-aligned the group with the objectives of the session. Additionally, he closely observed people’s body language and encouraged participation by calling them by their first name. Bob probed on several answers and used the participants’ comments to lead into the next part of the discussion. Occasionally, a person would not have anything to contribute to the question, but Bob made that person feel at ease.

The session finished in exactly one hour! Bob officially ended the session by thanking everyone for their input. He acknowledged that due to the time constraints, there was no “group hug”; however, it was critical to hear from diverse perspectives. He sensed that several people had more to say.He put our business cards on the table for those interested. The virtual attendees can receive our business cards via email. Then he offered casual chats for those wanting to stay and discuss further, including virtual attendees. The attendees told us that not only they shared their opinion, but the session also opened their eyes to other perspectives on the issue.

After the session:

After everyone left, Bob and I debriefed the session and reviewed notes to ensure we captured the discussions. We also reflected on what, if anything, needed to be adjusted for future sessions.

Conducting an effective (hybrid) focus group requires thoughtful planning, diligent preparation and professional conversation control. Since most focus groups are open-ended and opinion-based, a skilled facilitator is needed to balance hearing people out and managing the required outcomes.


BadaB Consulting Inc. provides a wide range of human resources solutions, including Strategic HR and Succession Planning, Organizational Design & Development, Merger & Acquisition Support, Recruitment, Skills Development Training, Compensation Design, Performance Management, Workplace Investigation, Policy Development, etc. Another specialty of BadaB’s services is personal job search and career coaching. The team has effectively helped over 500 people to find work. 

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The views and opinions expressed in this blog post belong solely to the original author(s) and do not necessarily represent the views and opinions of CPHR Alberta.

The views and opinions expressed in this blog post belong solely to the original author(s) and do not necessarily represent the views and opinions of CPHR Alberta.



Leadership Opportunity: Chief Executive Officer for CPHR Canada

April 17, 2026
Original post by CPHR Canada, March 31, 2026

The Quiet Work of Becoming a Leader

By Jessica Jaithoo • April 13, 2026
Author: Kanwaljit Chaudhry , 2026 Editorial Committee Member Leadership rarely begins the way we expect it to. It doesn’t arrive with a title, a promotion, or a formal announcement. More often, it begins quietly, in moments that don’t look like leadership at all. A conversation where someone turns to you for direction. A meeting where the discussion stalls and you step in to move it forward. A situation where something feels off, and you choose to address it instead of walking away. These moments are easy to overlook. They don’t come with recognition or validation. Yet they are often where the real work of becoming a leader begins. It Starts Before You Feel Ready Many people assume they need to feel confident before they lead. In reality, leadership often shows up before confidence does. You may not have the answers. You may not feel fully prepared. You may even question whether it is your place to step forward. And yet, something in the situation asks you to. This is where leadership begins, not in certainty, but in response. The quiet decision to engage, to take responsibility, to move something forward. You Learn by Doing (and Re-doing) In the early stages, it’s common to try on different ways of leading. You might imitate someone you admire. You might try to sound more decisive than you feel. You might hold back when speaking up feels uncomfortable. Some approaches will work. Others won’t. That’s not failure; that’s formation. Over time, you begin to notice patterns: When do people respond to you? When do conversations open up or shut down? What feels natural, and what feels forced? This is how your way of leading starts to take shape not through theory, but through experience. The Moments That Stay With You There are certain experiences that leave a mark. A difficult conversation you didn’t handle the way you hoped. A decision you made under pressure. A moment where someone trusted you and you rose to meet it. These are the moments you replay later. Not because they were perfect, but because they mattered. They shape your instincts. They clarify your values. They quietly influence how you show up the next time. This is the deeper work of leadership. The kind that happens after the moment has passed. Learning to See What Others Don’t Yet See As you grow, leadership begins to shift. It’s no longer just about responding well in the moment. It becomes about noticing what might be coming next. You begin to ask: What risks are we not talking about? Where might this situation go if we don’t address it? What does the team need before the pressure builds? This is a subtle but important transition from reacting to anticipating. And it often develops quietly, through experience rather than instruction. Letting Go of What No Longer Works One of the less visible parts of leadership is learning to let go. Letting go of the need to have all the answers. Letting go of habits that once worked but no longer serve you. Letting go of the version of leadership you thought you needed to become. This isn’t easy work. It requires honesty, humility, and a willingness to change. But it’s often where the most meaningful growth happens. The Role of Reflection Leadership doesn’t grow from experience alone; it grows from reflection. Taking time to pause and ask: What happened there? What did I learn? What would I do differently next time? These moments of reflection don’t need to be formal. Sometimes they happen in conversation. Sometimes they happen quietly, at the end of the day. But they matter. Because they turn experience into insight and insight into growth. Becoming, Not Arriving There is a point many professionals are waiting for the moment when they will feel like a leader. For most, that moment never arrives in the way they expect. Because leadership is not a destination. It is an ongoing process of becoming. It is shaped in small, often unseen moments: when you choose to step forward when you learn from what didn’t go as planned when you adjust your approach when you stay open to learning The quiet work of becoming a leader is not always visible to others. But over time, it becomes visible in how you think, how you act, and how others experience your presence. And that is what leadership truly looks like. “Leadership is not built in the moments where everything goes right. It is built in the moments where you pause, reflect, and choose to grow.”

A Fresh Start: How Spring Can Inspire New Goals

By Jessica Jaithoo • March 16, 2026
Author: Rheya Patel, 2026 Social Media Committee Member As days become longer and the weather warms up, the first day of spring brings a sense of renewal and new beginnings. A time that feels more energizing and people are more motivated to reset their routines, look for new opportunities and clear away old habits. While spring is commonly associated with “spring cleaning” in the home, perhaps the same principal can be applies to the workplace. For organizations and HR groups, spring can be the perfect opportunity to encourage employees to reflect and construct new meaningful goals and “clean” out the “clutter” of goals that no longer help them grow or have already been achieved. Why is Spring the Perfect Time for Goal Setting? With the rush of returning to work after the holidays and resuming normal life, spring gives a perfect moment to pause and reflect. Employees can check on their progress, realign priorities and continue the year with renewed motivation. For HR teams, encouraging this reflection can re-engage employees and increase motivation. In turn, employees are more likely to be focused and productive while creating a space for meaningful conversations about growth, development, and career progression. How Can We Encourage Goal Reflection? Believe it or not, HR plays a crucial role in goal setting whether it is realized or not. Creating an open work environment where employees feel supported and encouraged with professional development is key in reflection and goal setting. Below are several ways organizations can use the season of renewal to inspire growth and goal setting. Encourage Reflection What accomplishments have employees made that they are proud of? What challenges have they faced? Asking these kind of questions and having one-on-one check-ins with employees can help support employees to openly discuss their goals and aspirations, and potentially create new goals. Promote Professional Development and Growth The arrival of spring can also create the chance to introduce new learning opportunities. Having a fresh mindset combined with training, workshops, mentorship initiatives, or skill-building programs, employees can feel more motivated and supported in pursuing growth.  This helps employees expand their skillsets and strengthen the organization as a whole. Foster Collaboration and New Ideas Tying back to renewed energy, organizations can encourage teams to collaborate and share new ideas. Brainstorming sessions, innovation workshops, or team goal-setting can foster inspiration and connectivity, Having an open space for discussions can help teams align goals with organizational priorities to promote innovation and productivity. Celebrate Progress Recognizing progress along the way is essential. Celebrating achievements and acknowledging progress have a significant impact on employee morale. Employee recognition programs, team shoutouts, or words of appreciation can go a long way to remind employees how valuable their efforts and contributions are and continue to motivate them to strive towards their goals. Final Thoughts The arrival of spring represents renewal, growth, and new possibilities. For HR professionals, it’s also the opportunity to encourage employees to pause, reflect, and move through the rest of the year with renewed purpose. Encouraging goal setting, promoting professional development, fostering collaboration, and celebrating progress, can tie the season of newness to inspire meaningful growth. The new season reminds us that progress doesn’t need to start January 1st. Sometimes, a change in perspective, and a little springtime inspiration, can be the step towards pursuing new goals and growth with confidence.
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