Taking your event online: what could possibly go wrong?

Taking your event online

Tuesday, 5 May 2020, 11:00-12:00 UK time

Your long-planned meeting, workshop or event, or that of your client, can no longer be held face-to-face. So it is decided to hold it online instead. What could possibly go wrong? What are some tips & tools that can help you – not to just make the best of it, but to make it the best?  More inclusive, engaging and productive than ever before?

Join us to connect, share & learn – register now on Eventbrite.


How engaging can your online session be?

How engaging can your online event be

Wednesday, 10 June 2020, 12:00-13:00 UK time

Our meetings, workshops and events, our world, are increasingly moving online – now more than ever! So as leaders and facilitators we must be prepared to move with them. Virtual sessions can have advantages over face-to-face, but disadvantages too – not least, shorter attention spans and greater potential for distractions. How can we keep people engaged and focused when meeting online?

Join us to connect, share & learn – register now on Eventbrite.


These two sessions are scheduled in partnership with ICA:UK as part of its new Online Focused Conversation Series: Taking time to connect, learn and reflect.

ICA:UK, in collaboration with lead trainers of it’s ToP facilitation training, is pleased to offer this series of taster sessions around different topics – both to examine and explore the topic, and to demonstrate the use of the ToP Focused Conversation Method.

All the sessions will be online, for 60 minutes, and will consist of a facilitated conversation followed by a brief run through of the method used. The sessions will be run by different trainers in their own style, around topics they have chosen.  In these sessions, the method will be adapted to accommodate whatever number attend.

In addition to participants learning more about the topic, the sessions will serve as an introduction to the method for those new to ToP facilitation and will be a useful reminder of the method for those who have already attended our popular Group Facilitation Methods course. Participants may opt to go on and take further training (either online or face to face) and/or to learn and share as part of a community of people using facilitation.

All the sessions will be recorded, with the recording being publicly available after the session is over. Participants will also be “signposted” after the session to opportunities on how they can build on their experience. You may opt out of receiving further communications at any time after the session.

For details of sessions with other ICA:UK lead ToP trainers, and to register for those, please see the ICA:UK Online Focused Conversation Series

For more on my occasional series of free facilitation webinars, including recordings and other outputs of previous sessions, please visit free facilitation webinars.


See also about mehow I workwho I work with and recommendations & case studies, and please contact me about how we might work together. Please do not delay before contacting me – the earlier I hear from you, the more chance that I will be able to help and the more helpful I may be able to be.

Register now on Eventbrite also for my regularly scheduled ToP facilitation training courses in London and Brussels, now also online.

Evidencing facilitation competencies – CPF | Master

This is the essay that I wrote and submitted for my IAF Certified Professional Facilitator | Master (CPF | M) re-certification in December, which has just now been approved.

The requirement of the essay was to “link lessons learned since your last re-certification to the IAF Core Competences, demonstrating changes in your facilitation style / behaviour, and indicating what growth you have experienced as a facilitator during the period since your last certification”.

As in 2008, 2012 and 2016, I use the IAF competencies as a framework by which to reflect on and illustrate some of my professional experience, learning and development – this time in the four years since 2016.


A. Create Collaborative Client Relationships

I have continued to deliver around 20-25 contracts per year for around 15-20 clients, most face-to-face and some virtual or involving some virtual component – see Reflecting on another year of freelance facilitation. In recent years the balance has shifted from around two thirds facilitation and one third facilitation training to about half and half.

I have continued to work with international NGOs, foundations, associations, networks and alliances, and a few others, largely in Europe and the Middle East and particularly in London and Brussels. However, this past year has seen the return of UK local authorities and multi-sector partnerships, after many years working with such clients on behalf of ICA:UK in the 2000s. New fields for me this past year include agile coaching, software development, Results Based Management and remote team working.

After working mostly with other facilitators in my early career, I continue now to work mostly solo. However, I have enjoyed being stretched by new co-facilitation experiences in recent years. These have included working as lead facilitator for one of 6 teams of 3 (lead, co-facilitator & graphic recorder) each with a sub-group of around 35 delegates at a two-day conference of over 200 – with Lorensbergs for the New Shape Forum of the Global Challenges Foundation (featured image, above); and as a remote virtual co-facilitator supporting a few remote participants to an otherwise largely face-to-face meeting – the latter was one of many topics I covered in a recent interview with SessionLab published this month.

Much of my work in recent years has been relatively short-term and small scale, involving a single event of one or a few days or a series of two or more over a few weeks or months. One recent example of a multi-session process was with Oxfam OPTI, involving design and facilitation of a series of consultation & consensus building workshops to engage over 100 staff of 4 Oxfam affiliates based in Jerusalem, Gaza & Ramallah in operationalising a new One Country Strategy and Country Operating Model – see case study.

A longer process and more complex multi-session process was with Eurochild, involving process design and facilitation over 6 months to help to engage around 170 member organisations in developing a new strategic plan, including with around 100 member representatives at a General Assembly meeting and with 20 Board members and Secretariat staff at a 2-day planning retreat in Brussels – see case study & video.

Since 2018 I now offer the ToP Facilitating Client Collaboration course, one of the IAF-endorsed ‘ToP Facilitation Essentials’ series, which covers this competence in some depth.

For many years I have routinely gathered participant and client feedback at the close of each workshop, course or project. In 2017 I reviewed and analyzed such feedback from ToP facilitation courses, taster sessions & webinars over the previous 5 years since I went freelance – 47 training courses, 13 conference & meetup taster sessions and 7 webinars reaching a total of 1,089 participants – and began routinely to invite feedback from training participants and facilitation clients also 3-6 months after each event or project. This has resulted in 71 online survey responses received so far, and a number of client recommendations:

Neil Mehta of Water Wisdom UK wrote in July 2019: “Martin is a highly experienced and professional facilitator whom I’ve worked and collaborated with over several years in two of the charities I have led. Martin has facilitated a number of strategy retreats for our teams. He helped us think through how to successfully design and document a 3-year strategy as a collective resulting also with a clear 12-month KPI to execute for the executive/operational team. A real star.”

B. Plan Appropriate Group Processes

A regional team retreat for an international non-profit, for 60 staff of 5 country offices in Sicily in 2018, was to be held in a venue provided in-kind by a partner organisation in the old city of Syracuse.

Syracuse Institute

It turned out to be a beautiful and inspiring venue, entirely appropriate in terms of the group and the content of their work – but less so in terms of facilitation process. The Institute is housed in a restored 16th century church, a listed building with peeling walls filled with precious art and whose only large plenary room is a lecture theatre with fixed rows of seats facing a raised stage with a giant and immovable oak table in front of a screen.

It was clear that there would not be an option to use any alternative venue, so I began to wonder what sort of process could I use to turn to advantage these features that I might otherwise consider disadvantages for the sort of team-building, learning & planning that was called for.

I had recently been introduced to the Interview Matrix method at the IAF Ottawa conference, so decided to use that for a vision workshop where I would otherwise have used the ToP Consensus Workshop method with a sticky wall. I find that the Interview Matrix is not as powerful for consensus-building, but it was quite adequate for this occasion. It allowed the group to work half the time interviewing each other in changing pairs, in and between their fixed rows of seats, and the other half discerning patterns in the interview data in groups of 10-15 in smaller breakout rooms.

I had also been recently introduced to Mentimeter, at the IABC EMENA Copenhagen conference, so I decided to use that for group introductions and brainstorming in the opening and other plenary sessions. There was no alternative to sitting in rows facing a screen, so the group made use of the screen and their own smart phones, where they were sitting. We kept the plenaries to a minimum, but were able to use them well for whole group reflection & learning in-between smaller break-out sessions in other more conducive rooms.

Gnanam Devadass, Deputy Director, Campaigns, at Amnesty International wrote in December 2017: “Martin supported the design and development and also facilitated Amnesty International’s four-day Global Activism Hackathon, held at the International Secretariat in London in October 2017 and attended by 60 participants and resource people. His participatory approaches, methodologies and tools enabled the fullest participation of multi-lingual delegates from diverse backgrounds from across the globe. His facilitation was excellent and greatly appreciated by the participants. He worked well with the organising team and the steering group. His professional and flexible approach was very impressive and helped to achieve the intended outcomes of the Activism Hackathon.”

C. Create and Sustain a Participatory Environment

Reflecting on another year of freelance facilitation

In 2019 in facilitated a two-day team retreat for the 20 or so staff of an international association. I was referred by a previous client who had recommended me because it was expected to be a difficult meeting and was being approached with trepidation by all concerned. I was advised that were trust issues and difficult relationships within the staff, not least between a new management team that had been recently appointed to replace their predecessors that had left under a cloud, and who were keen to establish their leadership and new ways of working, and long-established staff who felt threatened and insecure and in some cases were suspected to be in ongoing, friendly relations with the ousted leadership.

I agreed to take on the project as a 9-day contract to allow ample time for individual telephone interviews and an online survey in advance, to consult on issues and concerns and to build support for the process and my facilitation. I coached the new Director and management team on their roles in the meeting, and consulted with a number of key stakeholders that would not be present – notably the external consultant whose investigation and report had led to the change of management. The meeting was held in a beautiful countryside retreat centre with good facilities for meeting and for more informal interaction. We used a variety of methods and approaches and we allowed plenty of time for each session and took everything slowly and surely. For the most sensitive and risky session we sat in a circle of chairs and made extensive use of silent individual reflection.

I think everyone found the meeting difficult, and probably the Director and management team most of all, but I think that they all were relieved and pleased that they had been able to talk to each other constructively and begin to address some of their real issues together. I was reassured that a slow and careful, inclusive and collaborative approach seemed to have been enough to enable them to do so.

Barbara Hintermann, Secretary General at CAUX-Initiatives of Change Foundation wrote in September 2017: “Martin facilitated our Caux Reference Group meeting in June 2016 held in Caux/Switzerland. The Caux Reference Group is an international advisory group to the CAUX-Initiatives of Change (IofC) Foundation, composed of about 50 persons from the International IofC network. Martin facilitated the meeting with the necessary calm and used various facilitation tools to engage the group actively. While there were some rather emotional moments, Martin managed that the participants delivered the key elements for a variety of changes that needed to be reviewed by the foundation.”

D. Guide Group to Appropriate and Useful Outcomes

The Oxfam & Eurochild case studies referred to above in (A) and the recommendation of the CAUX-Initiatives of Change Foundation were among a series of six examples of how I have applied, customised and adapted the ToP Consensus Workshop method that I shared in a series of weekly posts to mark International Facilitation Week in 2017 – Responding to changing situations and needs with ToP Consensus Workshop.

Another of these examples helps to illustrate how I have managed small and large group processes to draw out data and insight from a group, helped the group synthesise patterns and guided the group to consensus and desired outcomes – this was the 5-day International Council Meeting & Conference of the International Council of Unitarians & Universalists (ICUU) in Mennorode, the Netherlands in 2016.

This was the culmination of a 9-month strategic planning process, involving also a series of online sessions and a ToP Participatory Strategic Planning retreat in Boston in the spring with a focus group of around 25. At the Council Meeting of 140 we used a series of ‘World Café’ style table conversations in changing small groups to discern learnings and implications from the strategy development process, following a few short presentations from those involved and drawing on documentation. In the afternoon we used a ‘super-sized’ Consensus Workshop process to answer the Focus Question ‘“What are key elements of the mission and purpose of ‘ICUU 2.0’, for the next 20 years?”.

At the end of the day volunteers were invited to join a working group to discern and articulate the emerging consensus concisely in a revised mission statement for approval by vote of the formal Council Meeting at the end of the week. The final statement was strengthened further by some minor revisions suggested during the formal Council Meeting. Once approved, the new mission statement was verbally translated as it was read aloud in all of the 25 or so languages spoken by those present, to symbolise global consensus and commitment: “The Mission of the ICUU is to empower existing and emerging member groups to sustain and grow our global faith community”.

Osama Saeed Bhutta, Director of Communications at Amnesty International wrote in February 2018: “I attended a meeting facilitated by Martin and was so impressed that I had him do the same for my directorate’s annual retreat. He has a singular ability to get people talking and dreaming freely, but to then to pull it together for a focused action-oriented conclusion. The meeting he held for us yielded a bonded team and a new comms strategy, a legacy that will live on for a long time to come.”

Jana Hainsworth, Secretary General at Eurochild wrote in September 2017: “Great that we had structure, but also great that we could think on our feet to adjust the planning according to what we were hearing from members. All in all we got a huge amount of raw material for development of the strategic plan. The methodology clearly helped.”

E. Build and Maintain Professional Knowledge

ICA’s Technology of Participation (ToP) methodology continues to serve me well as the basis of my practice – I wrote in 2014 that I regard the ORID framework of ToP as something of a universal principle of facilitation. However, I continue to explore and apply other methodologies and approaches as well. In addition to the Interview Matrix and Mentimeter mentioned above in (B), other examples include Liberating Structures and Agile.

I discovered Liberating Structures by buying the book and downloading the app, and explored the toolkit further by hosting demo sessions at IAF England & Wales meetups and by attending the London LS Users Group. I applied and adapted 1-2-4-All structure (with ORID questions) as co-facilitator for one of 4 table groups in a workshop of 60 senior leadership of an international tech company in 2019.

After meeting many agilists through IAF E&W meetups and attending the IAF EME conference on Agile & facilitation in Milan, my interest was piqued further when I facilitated a 2-day team retreat for a partnership of eight agile coaches. Subsequently I took Certified Scrum Master training. While I learned that I have no interest in working as a scrum master, I gained valuable insight into how & where facilitation is so widely used in such approaches; and how the CSM certification process works and how very much it differs from the IAF process.

With ICA Associates Inc of Canada in 2017, I attended and trained as a trainer in each of the new IAF-endorsed ToP Facilitation Essentials courses, Facilitating Client Collaboration and Meetings That Work. Since 2018 I have been offering this series of courses in Europe, including also ToP Group Facilitation Methods – see Join me for ToP facilitation training in London, Brussels & elsewhere in 2020!

I have continued to tweet, blog and host free facilitation webinars, and to host and attend IAF and other meetups and conferences – particularly as chapter lead and now Board Chair of IAF England & Wales. In that capacity I have been excited to support the launch of a new IAF E&W podcast in 2019, Facilitation Stories.

E. Model Positive Professional Attitude

#iafpodcast

For the January 2020 episode of that new IAF E&W podcast I was interviewed on The Importance of Values in Facilitation. Helene Jewell wrote in the show notes:

Martin talks about the importance of values – both personal and IAF values, which talk about the collective wisdom of the group. He says that what you believe has an enormous impact on the group. Martin talks about defining values and how the IAF values resonate with him and his involvement with developing the ICA UK values. Values are what is important to people and what drives them, and are important to be able to define what is meaningful and important to them.

He told us about taking decisions not to do work that conflicted with his values, mostly around contracting with the client.

Martin started working with ICA as a volunteer and his first workshop involved creating a personal timeline as a personal reflection tool. He talked about a book by John and Maureen Jenkins (founder members of IAF) – 9 disciplines of a facilitator – leading groups by transforming yourself. All about understanding your own values. A phrase from Maureen that resonated with Martin “however good a facilitator you are […] your most powerful tool as a facilitator is your own interior condition”.


See also about me, how I work, who I work with and recommendations & case studies, and please contact me about how we might work together. Please do not delay before contacting me – the earlier I hear from you, the more chance that I will be able to help and the more helpful I may be able to be.

Register now on Eventbrite for my free facilitation webinars and regularly scheduled ToP facilitation training courses in London and Brussels.

Promoting inclusion in online facilitation – free facilitation webinar recording & outputs

Thank you again to everyone who participated in yesterday’s free facilitation webinar, and especially to Judy Rees for inviting me to co-facilitate with her and to Bhavana Nissima for inspiring the topic – and to Bhavana for her gratifying feedback on the session, below.  Here below also you will find the session recording and other outputs.

We took a slightly different approach to my previous free facilitation webinars this time – not least in that this free, 90-minute, interactive online session offered an experience of virtual facilitation in Zoom rather than in Adobe Connect.

Our approach was largely inspired by a 3-day online European Regional Forum of Amnesty International, originally conceived as a 3-day hybrid event in Brussels, that Judy, Orla Cronin & I had just designed and prepared in three fast-moving weeks and facilitated together this past weekend. It involved over 100 delegates from around 25 member organisations across Europe, asynchronous collaboration over 10 days in Basecamp, and five Zoom sessions of around 2 hours each in which we also used Mentimeter, Googlesheets and Jamboards. That experience merits a post of its own – suffice to say for now that participant feedback included:

  • “The tech and facilitators were amazing, it felt super inclusive”
  • “Technology facilitated a more inclusive meeting than is usually possible in person.”
  • “Technology! Great to have breakout sessions with so many different people. It makes everything very inclusive.”
  • “Great facilitation. Great diversity and inclusion.”
  • “Best facilitation ever (thanks Martin, Orla, Judy), more equal interaction than at any other meeting, no flights (climate thanks us). Virtuality rules!”

“Promoting inclusion should be the business of all facilitators” write the IAF Social Inclusion Facilitators. But how does that work online? In these circumstances our groups are often more diverse than in-the-room gatherings. Power differentials abound, but they may be less apparent.

Online meetings are shaped by the technologies in use, which place constraints on how we can recognise diversity and promote inclusion:

  • With audio-only groups, non-native speakers of the call’s language are at an automatic disadvantage.
  • When we encourage the use of video to build personal connection, we reveal differences in skin colour, clothing and calling location.
  • With most conferencing systems, online breakout groups can’t easily be seen or overheard by the facilitator: what difference will that make?
  • Text chat perhaps gives away the least about who is making each comment – which brings its own challenges.

All of these technologies have advantages and disadvantages for facilitators seeking to promote inclusion.

In these environments, how might we challenge or learn from prejudice and intolerance as appropriate? As experienced online facilitators we have our own tried and tested tactics – but we know we still have lots to learn. This event brought together a wide range of perspectives to develop our practice.

The recording and other outputs follow, from Mentimeter & Jamboard in Slideshare and the Zoom chat in pdf. Thanks also to Noel Warnell for the sketchnote!

Promoting inclusion in online facilitation - sketchnote


See also about mehow I workwho I work with and recommendations & case studies, and please contact me about how we might work together. Please do not delay before contacting me – the earlier I hear from you, the more chance that I will be able to help and the more helpful I may be able to be.

Register now on Eventbrite also for my regularly scheduled ToP facilitation training courses in London and Brussels.

Promoting inclusion in online facilitation – free facilitation webinar

 

Tuesday 24 March 2020, 14.00-15.30 UK time 

“Promoting inclusion should be the business of all facilitators” write the IAF Social Inclusion Facilitators. But how does that work online? In these circumstances our groups are often more diverse than in-the-room gatherings. Power differentials abound, but they may be less apparent.

Online meetings are shaped by the technologies in use, which place constraints on how we can recognise diversity and promote inclusion:

  • With audio-only groups, non-native speakers of the call’s language are at an automatic disadvantage.
  • When we encourage the use of video to build personal connection, we reveal differences in skin colour, clothing and calling location.
  • With most conferencing systems, online breakout groups can’t easily be seen or overheard by the facilitator: what difference will that make?
  • Text chat perhaps gives away the least about who is making each comment – which brings its own challenges.

All of these technologies have advantages and disadvantages for facilitators seeking to promote inclusion.

In these environments, how might we challenge or learn from prejudice and intolerance as appropriate? As experienced online facilitators we have our own tried and tested tactics – but we know we still have lots to learn. We hope this event will bring together a wide range of perspectives to develop our practice.

Event Format

This event will happen online, but it’s not a standard “webinar”. It’ll be a facilitated conversation with a group of fellow professionals. Expect to be heard and seen throughout, and to actively participate.

To join in, you will need to call from a quiet place with a good internet connection, a webcam and a headset.

For this latest in my series of free facilitation webinars I am excited to partner with Judy Rees, and take a slightly different approach this time – not least, this free, 90-minute, interactive online session will offer an experience of virtual facilitation in Zoom rather than Adobe Connect.

Join us to share and learn – register now on Eventbrite!


See also about mehow I workwho I work with and recommendations & case studies, and please contact me about how we might work together. Please do not delay before contacting me – the earlier I hear from you, the more chance that I will be able to help and the more helpful I may be able to be.

Register now on Eventbrite also for my regularly scheduled ToP facilitation training courses in London and Brussels.

Join me for ToP facilitation training in Milan, 6-7 April!

I am excited to announce another new addition to my regular schedule of open ToP facilitation training, again in partnership with IAF Italy – this time introducing all 5 of the foundational methods of ICA’s Technology of Participation through a pair of back-to-back one-day courses.

Register now on Eventbrite, by next Monday 17 February to enjoy early-bird rates! Many of the limited places are pre-booked by members of IAF Italy, so do not delay to book the few places remaining.  Please ask for the promotional code to enter in order to enjoy a special discounted rate for IAF members, and please share with others who may be interested.

Also coming up on the schedule are Participatory Strategic Planning in London on March 17-18, Group Facilitation Methods in Lisbon on April 20-21, Meetings That Work and Group Facilitation Methods in Brussels on May 12-13 & May 14-15 and Facilitating Client Collaboration in London on June 2-3.


Introducing ICA’s Technology of Participation (ToP)

Reviewing the past to prepare for the future – ToP tools for dialogue, learning, consensus & change – April 6 in Milan

Fabulous new tools shared by @martingilbraith. Love that #stickywall Thank you!”

Nadene Canning, Learning by design #edtech #leadership #digital learning agility @EDACYHQ ~ #Negotiation Lecturer @EPFLCDM ~ Certified Dare to Lead™️ Facilitator

Who this course is for

This one-day tailored master-class will be suitable for all those who want to be able to involve people more effectively in dialogue, learning, consensus & change, including team leaders and managers within organisations, those working with Boards, management teams, partnerships and external stakeholders, youth and community workers and independent facilitators.

Questions this course answers

“How can I enable more purposeful & productive conversations, bring out the wisdom of a group and reach shared awareness and new insight in meetings? How can I help a group take a comprehensive and long-term strategic view – to learn from the past, appreciate the present and anticipate the future? How can I enable a group to come to a common vision, a deeper understanding of its current reality and a real sense of ownership and commitment to a shared way forward – so that for once their plans actually deliver the change that they are seeking?”

What you will gain

This course will introduce two foundational methods of ICA’s ‘Technology of Participation’ (ToP) methodology, and two that adapt and apply these foundations to strategic review, planning and change:

  • ToP Focused Conversation provides a structured, four-level process for effective communication which ensures that everyone in a group has the opportunity to participate
  • ToP Consensus Workshop is a five stage process that enables a facilitator to draw out and weave together everybody’s wisdom into a clear and practical consensus
  • ToP Historical Scan (or ‘Wall of Wonder) is a powerful tool to enable a group to share and learn from their varied perspectives of a journey through history, and in context, to review the past in order to prepare for the future
  • ToP Participatory Strategic Planning is a structured long-range planning process which incorporates ToP Consensus Workshop for building consensus, ToP Focused Conversation for effective group communication, and an implementation process for turning ideas into productive action and concrete accomplishments.

More experienced facilitators may be ready to apply at least the first three tools effectively in their own situations, and at least key principles of the fourth. For others the course will serve as a powerful, experiential introduction to ICA’s ToP methodology.

Learning style

The methods will be presented in a practical and participatory way. Three methods will be demonstrated in turn in practice, each followed by an explanation of the method and an exploration of how it may be applied in participants’ own situations. Participatory Strategic Planning will be introduced by means of a case study with an international humanitarian NGO in Geneva, in which it and the other three methods all are applied.

This tailored masterclass, first delivered with IAF Geneva in 2016, is adapted from elements of ICA:UK’s 2-day Group Facilitation MethodsParticipatory Strategic Planning and Organisational Transformation courses, and IAF conference sessions first presented in Moscow in 2014 and more recently in Barcelona in 2019. Excerpts from ICA:UK course workbooks will be provided as a resource, and links to further online resources.


Action Planning


Participatory planning for short-term projects and events – April 7 in Milan

“Martin is a very inspiring trainer, he is very skilled and knows how to facilitate facilitators in a structured and insightful way. I have been able to succesfully use his personal advice and facilitation techniques straight away!”

Miriam Elst, Facilitator Design Thinking and LEGO® SERIOUS PLAY®, Lead UX researcher & strategist, Service designer

Who this course is for

This course is suitable for all those who want to be able to involve people more effectively in planning and implementing short to medium term projects together, including team leaders and project managers within organisations, those working collaboratively with partners and external stakeholders, youth and community workers and independent facilitators.

The course has no pre-requisite, but Group Facilitation Methods or some prior experience of facilitation or participatory planning is recommended.

Questions this course answers

“How can I get all members of a group to participate in planning a project or event together, and build their commitment and responsibility so that they can successfully implement their plan?”

This course introduces a structured, participatory process to enable the successful implementation of a group project or event.  The ToP Action Planning method uses the ToP Focused Conversation and Consensus Workshop covered in Group Facilitation Methods to engage all members of a group effectively, and so it builds commitment and ownership at all stages. The method is suitable for planning short to medium-term projects, or completing projects that have stalled.

What you will gain

By the end of the course you will have

  • understood the 8 stages of the Action Planning method, the role of each, and their flow
  • understood where to use the method, and gained confidence in your ability to use it in your own situation
  • consolidated and developed your understanding of the basic Focused Conversation and Consensus Workshop methods
  • built links with others to promote future collaboration and support in the use of the methods

The Action Planning method is an 8-stage process:

  1. Context – reviewing the background and outlining the process
  2. Victory – focusing the group by visualising the successfully completed task
  3. Current Reality – analysing the situation to align the group’s resources with its task
  4. Commitment – defining and articulating exactly what the group aims to accomplish
  5. Key actions – identifying key implementation steps and forming teams or task forces
  6. Calendar – building an action timeline
  7. Assignments – agreeing leadership, co-ordination and follow-through roles
  8. Resolve – affirming and celebrating the group’s plan

Learning style

The course presents the method in a practical and participatory way. The method is first demonstrated, using a scenario with which participants can identify without having to role-play. It is then analysed and discussed, and then elements of the method are practiced individually or in small groups. Finally, participants plan how they will apply the method in their own situations.

Register now on Eventbrite, by next Monday 17 February to enjoy early-bird rates!


See also about mehow I workwho I work with and recommendations & case studies, and please contact me about how we might work together. Please do not delay before contacting me – the earlier I hear from you, the more chance that I will be able to help and the more helpful I may be able to be.

Register now on Eventbrite for my free facilitation webinars, and for my regularly scheduled ToP facilitation training courses in London and Brussels.

Introducing ToP facilitation at the Moscow Facilitators Club

Thank you to everyone attending my session at today’s February meeting of the Moscow Facilitators Club hosted by Personal Image. I am pleased to share the slides I used here below, in English and Russian, along with the video we used during the session – What do facilitators do really?  The second video below is a longer introduction to ORID and the Focused Conversation method of ICA’s Technology of Participation, in Russian, from Elena Litvinova of Facilitator Club.

The session was adapted from one first shared at the 2015 IAF EMENA conference in Stockholm, Is there a single, universal principle of facilitation?  It was inspired by an earlier blog post Four steps to a universal principle of facilitation and learning.  See also (in Russian) Art of Focused Conversation: 100 Ways to Access Group Wisdom in the Workplace.

If you are in Moscow, it is not (quite) too late to register to join me for tomorrow evening’s IAF Russia meetup, or from Wednesday to Friday for Accelerated ToP Participatory Strategic Planning training with Personal Image – see you then!


See also about mehow I workwho I work with and recommendations & case studies, and please contact me about how we might work together. Please do not delay before contacting me – the earlier I hear from you, the more chance that I will be able to help and the more helpful I may be able to be.

Register now on Eventbrite for my free facilitation webinars, and for my regularly scheduled ToP facilitation training courses in London and Brussels.

What can I do about climate change, personally and as a facilitator?

I Declare A Climate Emergency

On the weekend that David Attenborough addresses members of the public who are taking part in the UK’s first climate assembly, starting in Birmingham, I am heartened to know that more and more of us are seriously raising and addressing concerns about climate change, and challenging and supporting others to do so as well. I am heartened too by the increasing recognition of the role that engagement, deliberation and facilitation have to play.

This is a question that I have been pondering more and more myself, especially as I take something of a sabbatical this winter in Sitges, in Spain, to give me some extra time to “reflect, write and learn, and to look ahead to my next seven years of freelance facilitation“. That seems to be working, even though I have found little time for writing and most of the time I have devoted to learning has been spent studying Spanish. My last couple of blog posts have helped, and I didn’t even have to write them. I reflected on my career and my facilitation practice with James Smart in an interview with Session Lab, and on the importance of values in facilitation with Helene Jewell for the IAF Facilitation Stories podcast. And I have done a little reading and research, including estimating my own personal and professional carbon footprint.

What I have learned, and what (more) can I do?

Carbonfootprint tells me that the average annual carbon footprint for people in the UK is 6.5 tonnes of CO2 equivalent (CO2e), for the EU about 6.4 tonnes and worldwide about 5 tonnes – and that the worldwide target to combat climate change is 2 tonnes. It’s free carbon footprint calculator tells me that my own carbon footprint for 2019 amounts to about 10.3 tonnes – 6.2 from flying and 4.1 from everything else.

It comes as no great surprise then that the single most effective way for me to reduce my own carbon footprint is to fly less. I flew 31 single flights in 2019, all within Europe, 8 personal and 23 for work. That compares to 24 and 25 in 2017 and 2018, however those two years included two trips to the Middle East, two to North America, one to Africa and one to Asia & Australia (and a few business class upgrades), resulting in emissions of around 12-13 tonnes per year from flights alone. So, while I have already somewhat reduced the carbon impact of my flying, I think it is clear that I am still among the minority of problem flyers in the UK that needs to stop taking so many flights.

WHAT CAN I DO, TO CALM THE CLIMATE?

Reducing the rest of my carbon footprint will be harder. Travel and household energy are typically the areas of highest personal carbon impact, and it seems that mine are otherwise already low. I live in central London, I don’t own a car and rarely hire one, and I travel otherwise largely by bus and train or on foot locally. So the carbon footprint of my non-flight travel amounted to around 0.2 tonnes in 2019. I live in a small, modern and well insulated flat, and I understand from Ecotricity that their supply of 100% renewable household gas & electricity already contributes precisely zero to my carbon footprint. An equivalent supply of non-renewable energy would otherwise contribute around 0.9 tonnes.

The remainder of my emissions are from ‘secondary’ sources, largely consumption – of food, drink, clothing and other products & supplies, use of appliances, and recreational and professional activities. For me these amounted to around 3.8 tonnes in 2019 – 1.5 on hotels, restaurants and the like (much of that for business), and 2.3 on the rest. Already I have substantially reduced my meat and dairy intake in recent years, albeit primarily for health reasons. I have never had much interest in shopping or expensive hobbies and I don’t keep pets. Traveling less could certainly reduce the contribution of my hotel & restaurant consumption.

What does that leave?

As well as reducing our own carbon footprints, we can all use what influence we have to challenge and support others to reduce theirs as well. This can include how we vote, and how we spend and invest. Also how we donate and volunteer, and how we exercise influence and leadership in our in our own workplaces, communities and societies. I have long taken environmental and sustainability considerations into how I vote, and in my choice to invest in an ethical pension. I could donate and volunteer more, and I could pay more attention to how I spend and invest. I suspect that I could make much more of an impact in how I exercise influence and leadership, and particularly in my professional role as a facilitator.

sustainable facilitation easy hacks

As facilitators we can, of course, take care to use recycled flip chart paper and refillable marker pens, and venues that provide these and that recycle and use renewable energy. There are some more ‘easy hacks’ here. Such measures can be worthwhile for the indirect impact they can have by influencing others, as much as for the direct impact of reducing emissions themselves.

However, the greatest contribution to the carbon footprint of a facilitation contract is likely to be associated with any travel, board & lodging involved in meeting face-to-face. That would include our own as facilitators, of course, but especially that of the group – and even more so for a larger group and where air travel may be involved.

So, we can seek to work with clients in the contracting and design process to limit and reduce the carbon impact of the facilitation process as a whole – for example by choice of venue and design of face-to-face events, but also by the use of more online facilitation and blended or hybrid approaches (those that involve face-to-face and virtual elements in sequence or at once).

We can also choose not to seek or to accept work that would likely involve a high carbon impact, perhaps by referring a distant client to a trusted colleague or IAF Certified Professional Facilitator located closer to the group or the venue. We can of course also choose to seek work particularly from groups and organisations that are working to respond constructively to the climate crisis and not from those that are not.

We may find ourselves faced with new ethical dilemmas. If I decline a facilitation contract, could that result in a higher carbon impact than accepting it and working with the client to reduce its carbon impact? Or could it result in a less effective and socially beneficial meeting or process without affecting the carbon footprint? If I decline to travel to provide facilitation training to a distant group that requests it, could that result in more flights and a greater impact due to participants’ travel to my scheduled public courses in London and Brussels?

We can also share and collaborate with each other as facilitators, to explore what else we can each do and what we can all do together and as a profession. This post is inspired in part by just such conversations at recent IAF England & Wales facilitation meetups and our 2019 annual conference, including for example on Greening our practice with Penny Walker and on Climate Conversations with Susannah Raffe.

I am looking forward to considering how IAF E&W can support more of such collaboration at our annual face-to-face Leadership Team meeting in Birmingham this coming week. I hope that the global Board of IAF may be having a similar conversation at its annual face-to-face Board meeting, that is taking place in Kuala Lumpur as I write.

I understand that it is planned already to hold fewer, larger CPF assessment events in order to reduce assessor travel. Will that reduce or increase travel and carbon impact overall? Will this year’s single IAF Global Facilitation Summit in Sweden, the home flygskam (flight shame), have a higher or lower carbon impact than the usual 3 or 4 regional conferences each year? What can be done to limit the carbon impact and maximise the beneficial social impact of this year’s summit in particular, and IAF as a whole?

We can also choose to ‘offset’ emissions by supporting projects that aim to tackle climate change and help to improve the lives of some of those most affected. In 2019 I ‘offset’ 72 tonnes of CO2e by donating £540 to Climatecare, roughly equivalent to my total personal & professional carbon footprint since I went freelance in 2012 – on that basis, improbably good value!

What (more) shall I do?

I am declaring a climate emergency.

I shall seek to limit and reduce my own personal & professional carbon footprint – my aim is to contribute no more than the current UK average within 5 years, ie. a reduction of around 37% from my 10.3 tonnes in 2019 to 6.5 in 2024.

I shall seek to use what influence I can to challenge and support others to respond constructively themselves as well, both personally and professionally – starting by including a short statement to that effect at How I work and in future proposals to clients.

In particular, I shall seek to:

  • fly less, and travel normally by rail (and perhaps sea) to destinations that can be reached within a single day or overnight journey
  • travel less overall, and mostly to places accessible to London without flying – that includes Sitges, in case you were wondering
  • consider carbon impact as well as price and convenience in deciding whether and how to travel (and never air miles)
  • make the most of travel by taking time to take advantage of and enjoy both the journey and the destination
  • work more with groups and organisations that are working to respond constructively to the climate crisis, and less with those that are not
  • work with clients to limit and reduce the carbon impact of our work, including by choice of venue and process design and by the use of more online, blended and hybrid approaches
  • consider the likely carbon impact as well as likely value (to the client, to me and to the wider social good) of prospective work in deciding whether to accept it or perhaps refer it
  • collaborate with other facilitators to explore what else we can each do, and what we can all do together and as a profession, and with IAF on what we can do as an association
  • support projects, campaigns and politics that aim to to respond constructively to the climate crisis
  • periodically reflect on my progress relative to these goals, and share what I else learn and plan as a result.

In addition to the links shared above, my thinking on this has been informed also by other posts of Penny Walker including What can I do to calm the climate and Managing the change to sustainability, and by Business declares a climate emergency, The Man in Seat 61 and Trains vs. planes: What’s the real cost of travel? Top of my reading list is now Europe by Rail: The Definitive Guide.

What questions are you asking yourself, what have you learned and what will you do? What can you contribute to my own thinking and plans? Please do add a comment below, or contact me.


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