Exploring the human factor in global change, and prospects for partnership, at Caux

This post was written for ICAI Winds and Waves, September 2015 issue.


Caux PalaceThe week before last I was in Switzerland to support the design and facilitation of Addressing Europe’s Unfinished Business, a conference of Initiatives of Change (IofC) at Caux Palace – a fairy-tale castle of an international conference centre, high above Montreux and enjoying stupendous views down along Lake Geneva.  As luck would have it, Jonathan Dudding of ICA:UK was there the same week supporting the parallel International Peacebuilders Forum conference, and world leaders of IofC International were beginning to gather for their IofC Global Assembly the following week. As a result, Jonathan and I were able to meet together with leaders of IofC Caux and IofC International to discuss prospects for a global partnership conference of ICA and IofC at Caux next year.

I came away (‘down from the mountain’, as they say with good reason at Caux) encouraged and enthused for the prospects of such a partnership – by my experience of the conference and the conference centre, and by what I learned of IofC and the commonalities and potential for synergies between it and ICA.  I am excited therefore that, since then, ICA International has decided in its online General Assembly in the last week to seek to develop such a partnership with IofC. So, how did such a proposal come about, and what can I say from my own experience at Caux about how I see the prospects for such a partnership?

ICA:UK and ICA Spain have partnered with IofC Caux over several years now to support the design and facilitation of their annual summer season of international conferences, and in providing ‘Technology of Participation’ (ToP) facilitation training for IofC members and others – next scheduled for 25-26 November in Geneva. Other connections and collaborations between individual members of ICA and IofC around the world date back over 30 years in some cases, in countries including Australia, Canada, India, Japan, Malaysia, Taiwan and Ukraine. Ideas for building on these foundations to explore the potential for broader collaboration have been brewing for a year or two among those involved on both sides.

A partnership approach to a global conference in Caux in 2016 was proposed to ICAI last December by ICA:UK, with the support of ICA Spain and other European ICAs, to follow ICAI’s 8th quadrennial Global Conference on Human Development in Kathmandu in 2012.  This proposal was recommended to the ICAI General Assembly by its Global Conference working group, and approved in principle this last week. Parallel conversations have been underway within IofC, including at its recent Global Assembly in Caux, and we hope to be able establish a joint committee in the autumn to develop a partnership and our approach to the conference together.

I have found numerous encouraging parallels in our respective histories and approaches. Initiatives of Change describes itself as ‘a world-wide movement of people of diverse cultures and backgrounds, who are committed to the transformation of society through changes in human motives and behaviour, starting with their own’. It was founded in the late 1930s as the Moral Rearmament Movement by Frank Buchman, a charismatic American minister whose ideas and practices had been developed largely working with students in what had been known as the Oxford Group. The once-grand but then derelict Caux Palace Hotel was purchased and refurbished by Swiss supporters, in time to open in 1946 as an international conference centre where those who had suffered in the war could come together and build new relationships. Further centres were established in the USA and around the world, supporting reconciliation and peace-building through dialogue and, particularly at the Westminster Theatre in London, also through drama.  Today IofC international comprises member organisations in around 40 countries worldwide. IofC Caux hosts a series of international conferences over three months every summer, under the banner “Exploring the human factor in global change” and with the aim “to inspire, equip and connect people to address world needs, starting with themselves”.

ICA (the Institute of Cultural Affairs) was founded somewhat later, but also from a faith-based movement, as the secular successor organisation to the earlier Ecumenical Institute and University-based Faith and Life Community founded by the American former Methodist minister Joseph Wesley Mathews in the 1950s & 60s. ICA describes itself as a global community of non-profit organisations ‘advancing human development worldwide’ – sharing a ‘concern with the human factor in world development’ and seeking to mobilise and support individuals to transform themselves in order to transform their communities, organisations and societies (‘Changing Lives, Changing Societies‘). ICA pioneered its approach, including ‘imaginal education’ and what became known as the ‘Technology of Participation’ facilitation methods, in the west side of Chicago in the 1960s. ICA USA’s GreenRise building in Chicago was rescued from dereliction by volunteer labour and in-kind contributions in the early 1970s, to serve for many years as ICAs global headquarters and venue for its annual summer Global Research Assemblies, forerunners to the quadrennial ICA Global Conference on Human Development since 1984.  The ‘Band of 24’ pilot Human Development Projects in each of the 24 time zones worldwide, launched in 1976 (40 years ago next year), became the basis of today’s network of member organisations and groups in around 40 countries – about half of them countries in common with IofC.

My experience of the AEUB conference at Caux suggests that we have more in common than aspects of our histories, the language we use to describe our approaches, and our shared vision of a just and sustainable world for all.  Participants familiar with ICA’s centres in Chicago, Brussels and elsewhere, and with our tradition of living and working together in community, will welcome the expectation at Caux that everyone contributes to the care of the community and broadens and deepens their relationships by taking part in kitchen duties together. They will also welcome the time for collective reflection and for other spirit practice that is scheduled daily at Caux, as a reflection of ICA’s tradition and practice as well. They may be pleased to find that most bedrooms in the former Caux Palace Hotel have their own bathrooms (unlike many ICA facilities of the same era), and they will likely find the simple and even antique furnishings and fixtures as charming as I did. Certainly few visitors will fail to be impressed by the views from their windows and balconies, and from the garden and terrace below – the mountain location, accessed by funicular from the lakeside, was well chosen indeed for a retreat centre.

I hope that we may find plenty to learn from our differences, as well as our similarities. Whereas ICA’s focus is primarily on community and more recently organisational development, and through demonstration projects engaging the disempowered, I understand that IofC’s focus is primarily on reconciliation and peace-building, and through dialogue engaging citizens with those in power. I expect that IofC’s activities and emphases have diversified over time and geography as ICA’s have, however, and that our own people and our partners worldwide would find much to share with and learn from each other on their diverse experiences of leadership and change in their own contexts.

AEUB opening plenaryFrom a practical point of view, I think ICA could benefit greatly from Caux’s well established year-round capacity to manage the logistics of conference organisation, from handling international registrations and finances to mobilising and managing teams of summer interns and volunteer interpreters. I expect IofC could also benefit more from ICA’s participatory process design and facilitation expertise, as it has begun to do in recent years for its own conferences. The venue itself I found to be well equipped with a wide variety of spaces and facilities, from small break-out rooms and gallery spaces, terraces and gardens, to a tiered auditorium, a large and fully-equipped theatre and of course the Grand Hall. I understand that the capacity of around 400 in total allows comfortably for around 270 conference delegates at a time, in addition to the many resident volunteers, staff and other visitors.

This year’s AEUB conference seemed to me to be very well received by its impressively international, multi-lingual and multi-generational participants.  I look forward to being able to share in making the ‘magic of Caux’ again in future conferences – starting, I hope, with a 2016 partnership conference ‘exploring the human factor’ in global change and development.

For more on Initiatives of Change at Caux, find them on twitter, flickr and youtube.

From Bromley to Stockholm – the IAF Europe MENA facilitation conference

This piece ‘from the archive’ was first published in ICA:UK Network News #5, January 1998.  Join me and around 200 others from across the region and beyond at the 2015 IAF Europe EMENA conference, 16-18 October in Stockholm, #IAFEMENA15.


IAF EMENA Stockholm 2015

Sixty-seven participants attended this, the 3rd IAF Europe conference at a beautiful conference centre set in its own grounds in Bromley, Kent, on the weekend of November 1-2 [1997].  Participants came from as far afield as South Africa, Kenya, Israel and the USA as well as from a number of European countries.  Many came directly from the European Facilitators’ Network (EFUG) meeting hosted by BT in the City of London on the Friday, and three went on to attend the ICA:UK Group Facilitation Methods course in London on the Monday and Tuesday.

Although the majority came from a private sector background there were a number from the voluntary sector too.  Some came with a wealth of experience of a variety of facilitation approaches, others were relative novices.  Many were full-time facilitators, either employed as such by a large company or working independently on a consultancy basis.  Other ICA:UK members participating were Alan Berresford and Ann Lukens, and ICA colleagues from Belgium and the Netherlands also attended.

Sessions, presented by participants themselves, explored such issues as client-centred consulting, gender roles in facilitation, the 7 learning intelligences, celebrating cultural diversity, participatory approaches in rehabilitation of the blind and a facilitation perspective on educational change. Other sessions presented particular methodologies or facilitation approaches such as GroupSystems facilitation software, Future Search, thinking with hexagons and – the Technology of Participation (ToP) Consensus Workshop Method.

With the help of Dick Alton of ICA International, I took on the task of demonstrating the ToP Workshop method to a group of 25 or so, looking at “what are the essential “do’s and don’ts” of effective facilitation.  Given that we had only an hour to demonstrate and discuss the method, and given that many of the experienced facilitators in the group were more interested in taking the method apart as we went along than experiencing it as a participant first, I think the session went remarkably well!

Trusted Sharing and the strengths and challenges of large online facilitated events

Trusted Sharing conversationTrusted Sharing is a new platform for hosting in-depth asynchronous online conversations, and they have chosen to demonstrate it by hosting a conversation on the strengths and challenges large online events, using my recent blog post ‘How engaging can a large facilitated online session be?‘ as a starting point.

This was the question that intrigued me when I was first invited to work with with the Forestry Economics team of FAO, to design and facilitate an online conference this month on the Economics of climate change mitigation options in the forest sector.  The answer, as it turns out, is pretty engaging!

Please join the conversation with me!  I hope you will find both the conversation and the platform of interest, and that your experience will enrich the conversation for others. The conversation is open to anyone, and we are using many channels to invite interested and interesting people to join, so please feel free to share this post to invite others to join as well.

To join, it takes just a few minutes to register at Trusted Sharing. You can then return to contribute and review others’ contributions as often as you like.

new-appRead more about Trusted Sharing in Rob Work’s recent article New app for online conversations in the latest issue of ICAI’s Winds & Waves magazine, Lessons from the Village.

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Power to the People – why I am excited to be attending #EuroComm 2015

This was first published as a guest post on the IABC UK blog of the International Association of Business Communicators.

Eurocomm15Maybe I was just hooked by the title, “Power to the people”. What’s not exciting about that for a professional facilitator – especially one “passionate about participation and leadership”?  But why would I attend a conference of the communications profession – isn’t that all just about clever marketing copy?

Well, according to the copy, this year’s IABC Europe MENA conference is about about “the two most challenging aspects of communication today – people’s opportunity to be heard (encouraging ideas, innovation, etc.), and best practice to create practical action”. Which does sound quite a lot like facilitation to me. Besides, as a freelancer, I do have a use for marketing copy – and for extending my networks.

If that were not enough for me, this year’s regional IABC conference will be held just a couple of miles from where I live in London. Also, as a result of a new reciprocal partnership, members of the International Association of Facilitators like me are entitled to the discounted IABC member rate. Having perhaps played some small role in brokering that partnership, I felt it would be churlish not to take advantage…

I began to learn of IABC, and the value of facilitation to communications professionals, through meeting and working with Michael Ambjorn, now IABC Vice Chair. He and I worked together, on behalf of the RSA and ICA:UK respectively, to apply ICA’s Technology of Participation facilitation approach to help the RSA to engage with and mobilise its 27,000 Fellows worldwide. We developed what we called the RSA Small Groups methodolgy, to enable the RSA to increase it’s social impact and achieve its ambition of being ‘the best place to have an idea’. We worked together again, this time also with IABC members Jo Anstey and Bent Sorensen, on #ETF20 – a facilitated process designed to creatively engage a diverse, international staff team of around 120, both face-to-face and online, to reflect, learn and bond together in celebrating 20 years of collective achievement.

So I am keen to learn at EuroComm about how others in the communications profession are, or could be, applying facilitation to their address their challenges.  I am particularly attracted by session titles such as “The Power of Participation”, “Engaging in conversations that matter” and “Listening can change a whole organization”; and session leaders from organisations such as Oxfam and the European Commission, in the sectors that I typically work in myself, as well as those from Royal Dutch Shell, Mars and other corporates that are somewhat familiar to me through the work of facilitation colleagues.

I have also been reflecting on the value of communications to facilitation professionals, and am looking forward to exploring that further at EuroComm. When I am contracted as a facilitator to design and lead learning, consultation, engagement or change processes, especially in large organisations or systems and whether face-to-face or online, the effectiveness and impact of my own role is often dependant to some degree on my the broader communications of my client or partner.  Will participants arrive with clear and helpful expectations of the process, and will non-participants receive clear and helpful messages on the aims, outcomes and next steps?

A good example of where my own facilitation role was dependent to a large degree on wider communications processes in which I was largely not involved is Building a future together – broadening ownership in corporate planning, a 12 month programme engaging over 1,000 stakeholders in developing a new 5-year corporate plan for Bron Afon Community Housing in South Wales. In a 60-day contract spread over a year, the facilitation and training role played by my two colleagues and I could only ever represent a very small (if hopefully significant) fraction of a much wider change process in which broader communications were key.

Of course the EuroComm sessions on social media will be of particular interest to me as well, not least because of how much I rely on and enjoy using digitial channels for my own professional networking and for marketing communications.

I think it was a year or two year ago, soon after I had completed my term as IAF Chair and Michael had begun his Board role with IABC, that we first spoke of the potential of some sort of partnership between IAF and IABC, to support mutual learning and collaboration between facilitation and communications professionals. Now that such a partnership is in place, I am excited to take advantage and urge others to do likewise.

IAF members, join me if you can at EuroComm in London this month, and otherwise consider the IABC World Conference in San Francisco in June or check the IABC global calendar for an event near you or online.

IABC members, join me at the IAF Europe MENA conference in Stockholm in October or, before that, check the IAF world calendar for the North America conference in Banff in May or the Asia conference in Mumbai in August.

IABC Londoners, join our monthly IAF London facilitation meet-up, every second Thursday from 6-8pm near Trafalgar Square.

Members or not, wherever you are, do at least follow and engage with me and others at #EuroComm on twitter – see you there!

ICA International Board update, March 2015

ICAI Global Buzz, Sseptember 2014
This post was written for ICAI’s monthly bulletin the Global Buzz, March 2015.This month’s issue includes updates from ICAs in Australia, Bangladesh, Nepal, Germany, UK & USA.

The Institute of Cultural Affairs is a global community of non-profit organisations advancing human development worldwide. The ICAI network comprises member organisations and related groups in over 40 countries.  The role of ICA International is to facilitate peer-to-peer interchange, learning and mutual support across the network, for greater and deeper impact. ICA International maintains consultative status with UN ECOSOC, UNESCO, UNICEF, WHO & FAO.


At the February meeting of the ICAI Board, with all members in attendance, we agreed updates to the ICAI business planning framework for 2015-16 and a process for us to plan our work together in more detail.  We also discussed options for a face-to-face Board meeting for in-depth induction and planning for the new Board, having had five new members join three continuing members since January, and we agreed interim Board roles (subject to confirmation and elaboration when we meet face to face).

We agreed dates in May to reserve for a face-to-face meeting, and we agreed to research the relative costs and explore the potential benefits of meeting in Chicago, Kiev or Tanzania.  These were the three locations identified as most likely to offer the best value for money, as a result of flight routes and costs and opportunities for meeting and learning with member ICAs in those locations.  A regional meeting of East African ICAs is planned for May in Tanzania.

We have since begun drafting our own individual workplans for discussion at our March meeting, on the basis of the roles agreed as follows:

  • President – Martin Gilbraith, ICA:UK
  • Secretary – Staci Kentish, ICA Canada
  • Treasurer – Seva Gandhi, ICA USA
  • Vice-President (Americas) – Lisseth Lorenzo, ICA Guatemala
  • Vice-President (Europe & MENA) – Svitlana Salamatova, ICA Ukraine
  • Vice-President (West & Central Africa) – Yawo Gator Adufu,ICA Togo
  • Vice-President (East & Southern Africa) – Charles Luoga, ICA Tanzania
  • Vice-President (Asia Pacific) – Shizuyo Sato, ICA Japan
  • Vice-President (Communications) -– Seva Gandhi, ICA USA & Svitlana Salamatova, ICA Ukraine

The ICAI Global ToP policy working group met again in February to consider how to prepare for a General Assembly vote on the topic in 2015, and the ICAI Global Conferencing working group is due to reconvene shortly in March to continue its work toward preapring a programme and budget for global conferencing in 2016 for GA approval.  The Asia region continued its monthly meetings by google hangout, and decided to convene a face-to-face regional meeting in India in December.  Associate membership applications are underway and/or expected from ICA partner organisations in Nigeria, Russia, Korea and the Philippines.

Plans developed last year to rebuild and redesign the ICAI website in WordPress, for easy updating and posting by multiple users, are being revisited after a suitable volunteer has evenually come forward as a result of a vacancy posted on a recruitment site last year.  We are now in discussion with the UK-based developer and looking forward to working with him and our global communications team to develop the new site in such a way as to best support their work and the needs and aspirations of members.

How engaging can a large facilitated online session be?

Economics of climate change mitigation options in the forest sectorThis was the question that intrigued me when I was first invited to work with with the Forestry Economics team of FAO, to design and facilitate an online conference this month on the Economics of climate change mitigation options in the forest sector.  The answer, as it turns out, is pretty engaging!

FAO approached me last September for my experience with the Adobe Connect online meeting platform, with which they are also familiar and which they had chosen to use for the project. Their aims for the conference were to connect researchers, practitioners and others to learn from each other on the costs and benefits of various mitigation options in the forestry sector in different countries, to gather data for a forthcoming FAO publication and perhaps also to establish a community of practice among participants for further learning and collaboration in the future.

The team had not before convened such a substantial online conference, however, and were uncertain how many people they would attract to be involved. Our initial design was for a series of six 90-minute sessions for up to 100 people each, involving a keynote presentation and two shorter case studies followed by questions and answers with the presenters and some small group discussion in break-out rooms. As registrations came in from prospective participants and presenters we were keen to accommodate as many of them as as we could, and our ambitions grew.  I was thankful to have partnered on the project with Sheila Cooke of 5Deep, as meeting producer and co-facilitator, for her extensive experience of working with Adobe Connect and with FAO as well.

In the end the conference attracted more than 1,600 registrations from 127 countries, and 126 case studies from 47 counties. Fifty-one presentations on the six conference themes have been shared on the conference website, and over 700 people already have attended the first three sessions.  Our remaining sessions continue tomorrow and next week – see below for how to join.

The design we settled on is for six sessions of two hours, using an Adobe Connect ‘seminar room’ with a maximum capacity of 1,500. Participants engage through submitting typed questions for presenters, and responding to questions themselves by text chat and polls. Pre-recorded presentations are replayed by video, to reduce the technical risks of delivering the presentations live. Up to a dozen presenters and expert panellists respond live to questions put to them, and they discuss participants’ typed responses to questions put to them. We dispensed with the idea of small group discussion in breakout rooms because of the technical challenge of supporting so many people to configure their own audio to be heard effectively.

The conference teamThe FAO team (led by Illias Animon, Forestry Officer- Economics, and comprising Ruth Mallet, Eros Fornari, Sarah Butler, Marcelo Rezende and Johan Trennestam) lead all content-related tasks, select and assign questions for presenters and also provide technical support behind the scenes to participants and panellists.

After a brief technical orienation and introduction, each session begins with a series of questions to participants to help them and the panellists know something of who is in the room and what experience and interests they bring to the session. The keynote presentation then provides an overview of the topic, followed by questions and answers with the keynote presenter. Each of the additional presenters is then invited to introduce themselves and their presentations briefly, before participants vote for one presentation to view together in full during the session followed by questions and answers with that presenter.

A panel discussion follows, where all panellists share and discuss responses to questions raised by participants before and during the session, on all of their presentations. During the following plenary discussion, participants are invited to share what successes they are proud of, what challenges they face and what resources and other support they can share, while panellists respond and discuss verbally.

The session closes with a brief summary of key points raised, and an opportunity for participants to evaluate the session and share feedback, and what follow-up actions they would like to see or take themselves. Feedback has been largely very positive so far, with more than 60% rating yesterday’s session 9 or 10 out of 10 overall.

If you are wondering just how engaging such a large facilitated online session can be, then join us for one of the remaining sessions, or watch out for the session recordings to be posted to the conference website.

If you are wondering how you might engage large or smaller numbers of people through virtual facilitation, then please do contact me – and see Sheila’s Virtual Facilitation Online training course with ICA USA.

In the meantime, for a flavour of the conference and the importance of its content, take a look at the opening remarks recorded for our first session by Dr. Eva Muller, Director of FAO’s Forest Economics, Policy and Products Division:


For more on my work, and what others have to say about it, please see how I workwho I work with and recommendations & case studies – or view my profile and connect with me on LinkedIn.

You can connect with me also by joining my free facilitation webinars online, and IAF England & Wales’ free facilitation meetups in London and elsewhere.

ICA International Board update, January 2015

ICAI Global Buzz, Sseptember 2014
This post was written for ICAI’s monthly bulletin the Global Buzz, January 2015.

The Institute of Cultural Affairs is a global community of non-profit organisations advancing human development worldwide. The ICAI network comprises member organisations and related groups in over 40 countries.  The role of ICA International is to facilitate peer-to-peer interchange, learning and mutual support across the network, for greater and deeper impact. ICA International maintains consultative status with UN ECOSOC, UNESCO, UNICEF, WHO & FAO.


In December we held two online General Assembly (GA) meetings in Adobe Connect on December 12 (early & late for different time zones), and we conducted asynchronous voting on GA resolutions by Surveymonkey poll between December 12-22.  Full reports were circulated to members before Christmas.

The aims of the ICAI General Assembly, currently held twice per year in June & December, are:

  • to take ICAI membership decisions, including approval of Associate & Statutory memberships
  • to take ICAI strategy & policy decisions, to direct the work of the Board and to guide & support the peer-to-peer collaboration among ICAs
  • to elect the ICAI Board and hold it accountable to the membership, including by receipt of an annual finance report.

A total of sixteen member ICAs were represented by 24 participants at the two online meetings, and 23 of 24 statutory member ICAs participated in the asynchoronous voting.  We are grateful to all who participated.

A full 2013 Financial Statement was presented to the membership, along with summary financial report and Board report for 2014, and a budget for 2015-16 was approved. Two new Associate members were approved for membership, and five new Board members were elected, succeeding four retiring members and bringing the total to eight. The ICAI working group on global conference was extended to work with six potential hosts to recommend a programme and budget for ICAI global conferencing to the GA in June 2015. A revised draft global ToP (Technology of Participation) policy, incorporating feedback from global consultation, was presented by the ICAI global ToP working group for discussion with a view to bringing the policy to a GA vote in the new year.

I take this opportunity now to congratulate, thank and welcome our five new members joining the Board from 1 January – Shizuyo Sato of ICA Japan (a former Board member and President of ICAI), Svetlana Salamatova of ICA Ukraine, Lisseth Lorenzo of ICA Guatmala, Adufu Yawo Gator of ICA Togo and Charles Luoga of ICA Tanzania.  Also I offer warmest thanks on behalf of all the Board and members for the service of our outgoing Board members – Isabel De La Maza of ICA Chile, Shankar Jadhav of ICA India, Gerald Gomani of ICA Zimbabwe and Krishna Shrestha of ICA Australia.  And of course many thanks to my two fellow continuing Board members, Seva Gandhi of ICA USA and Staci Kentish of ICA Canada. At our January meeting this week, the new Board will be joined by outgoing Board members to reflect and learn from the experience of 2013-14 as a prelude to induction, teambuilding and planning for 2015-16.

I am also delighted to welcome now our two new Associate members the Development Institute of Ghana (nominated by ICA Ghana, ICA Zimbabwe & ICA:UK) and Emerging Ecology of USA (nominated by ICA USA, ICA India, ICA Nepal).  Find them now, and all of our worldwide community, on our online Global Network map.