Facilitation case study: Building a future together – broadening ownership in corporate planning

This piece ‘from the archive‘ is the story of a 12 month programme of facilitation training and capacity building support with a cadre of 80 managers, engaging over 1,000 stakeholders in developing a new 5-year corporate plan for Bron Afon Community Housing in South Wales. I led the contracting and co-design process and managed the project for ICA:UK as Chief Executive, and I supported ICA:UK colleagues Jonathan Dudding and Ann Lukens in delivering the programme.

The article was authored by Jonathan and Ann, and is posted here with their permission. It was first published by AMED in a special edition of its journal e-O&P, in a partnership I brokered for IAF to mark the 2011 IAF Europe conference in Istanbul. Extracts are reprinted below, and to read the full article please click on the image or go to Building a future together – broadening ownership in corporate planning.

A Visioning workshop, with over 80 people working individually, together and at tables, supported by Bron Afon facilitators

How do you develop a new plan for organisational growth and success and, at the same time, design a process which provides the opportunity for full involvement of the organisation’s members, staff, and partners? This article describes how we worked with a housing organisation on their year-long journey as they sought to develop a new corporate plan, build up an internal team of facilitators, and strengthen the members’ ownership of their future direction.

Involving all staff and client members in full corporate planning processes may seem to stretch the ‘need for consultation’ to its limits. However, in 2010, a community based housing organisation in Wales that is widely recognised for its community engagement strategy did exactly that. Bron Afon Community Housing wanted a corporate plan that was developed with maximum community, member and staff involvement; that enhanced the organisation’s capacity continually to design and facilitate participatory events; and that broke down the barriers between departments to provide more cohesive and integrated services to tenants. This is the story of how we co-designed and facilitated that project.

Penny Jeffreys, Bron Afon Learning and Development Manager, wrote:

“One of our aims in undertaking the project was to build capacity which we could use in the future and this has already been a proven positive outcome: the facilitation skills and techniques learnt and developed during the project have already been used in a number of other areas in the organisation. For example a workshop was held to identify and prioritise the support needs of our tenants to inform the future direction of this service using the trained facilitators and the process learnt which yielded really useful and comprehensive results.”

Shelley Hier, one of the Community support team facilitators,
said:

“The process came at just the right time – we had a year’s worth of data and using what we had learned, we were able to make sense of it all with our members group – coming up with an outcome that was clear, concise and (in the end) easy. The members really felt they owned it and in fact they said  it was the best thing we‘ve ever done at Bron Afon. They could see actions and ways forward – the result of us having better processes and understanding how to apply them in different situations.”

Jonathan Dudding is Director of International Programmes at ICA:UK. Jonathan has an MSc in Social Development Planning and Management from the University of Wales (Swansea) and a background in international development work in India, Zambia and Kenya. Jonathan specialises in the Technology of Participation, facilitating and training both in the UK and internationally; working with local partners to bring about change in Africa; and researching and developing new approaches to participation and partnership.

Ann Lukens, GroupWorks, is a facilitator, mediator, conflict practitioner and trainer. She has an MSc in Conflict Resolution and Mediation from Birkbeck (London), and has worked with and facilitated groups of all shapes and sizes to find ways to meet their needs and move forward in both exciting and difficult times. She has experience in Solutions Focus coaching and training, trains Mediators, Conflict Practitioners, and Facilitators and uses ICA ToP methods as a cornerstone of that work.

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