A collaborative and creative day of strategic discussions in Brussels – ToP facilitation case study

“Over the course of this collaborative and creative day, we engaged in strategic discussions about how to leverage impactful advocacy and the organisation’s agenda for action. Excited for what’s ahead and proud of what we’ve accomplished together!” Architects’ Council of Europe (ACE-CAE) on LinkedIn

Context

I was approached in May 2024 by the Architects’ Council of Europe Secretary General Ian Pritchard and Head of Communications Julie Deutschmann, to facilitate a strategy retreat with the ACE/CAE Executive Board in Brussels in June. They approached me after I had facilitated a similar strategy meeting for ACE in October 2020, online – see Recommendations & case studies.

It was planned for the eleven members of the ACE Board and 3-4 key Secretariat staff to gather for a one full-day strategy meeting on 21 June in Brussels, some 3½ years since that last facilitated strategy session online.

A draft agenda had been prepared, and notes of preparatory work done in advance including a summary of research and member consultation to identify and map critical themes that might be included in the strategy.

Aims

In conversation with Ian and Julie, and ACE President Ruth Schagemann and Senior Policy Officer Pierre Obajtek, the aims of the day were agreed to be as follows:

  • To reflect on, appreciate, and learn from ACE’s recent activity and outcomes together, in the context of its changing strategic landscape;
  • To develop the basis of a new 5 year strategy, including a review of the ACE core values, mission & vision and agreement on strategic objectives and critical themes;
  • To review and consider implications for ACE’s internal operating environment, strategy implementation and communication;
  • To build shared clarity, confidence and commitment to the way forward together.

Methodology and approach

For this assignment, I proposed to draw on the following of ICA’s ToP methods in particular:

The Focused Conversation method provides a structured, four-level process for effective communication which ensures that everyone in a group has the opportunity to participate.

The Consensus Workshop method is a five-stage process that incorporates Focused Conversation for effective communication and that enables a facilitator to draw out and weave together everybody’s wisdom into a clear consensus.

The Historical Scan method adapts these two methods to provide a powerful, visual way to enable a group to build a shared picture of their journey together, in historical and strategic context, to learn from their past and present in order to prepare for their future.

The ToP Participatory Strategic Planning process is a 4-stage process, each stage involving a specially tailored ToP Consensus Workshop process. The four stages are:

  1. Practical Vision – what the group would like to see in place in 3-5 years’ time as a result of successfully delivering the new strategy,
  2. Underlying Contradictions – the obstacles or issues in current reality that are preventing that vision from happening, which must be dealt with in order to move forward,
  3. Strategic Directions – innovative courses of action that the group can take to deal with the underlying contradictions and move it toward realising its vision,
  4. Implementation Plan – a set of practical actions that will start the group’s journey from where it is to where it wants to be. A clear outline of will be done, why, how, when and by whom.

These four workshops are preceded as appropriate by clarifying the parameters of the strategy, including mission and purpose, and by ‘reviewing the past to prepare for the future’, including internal & external strategic context.

To adapt and apply such an approach to a single, one-day in-person workshop for ACE, I proposed to use the Consensus Workshop method in full for the Practical Vision stage of the planning process, and a quicker and less rigorous approach to the Underlying Contradictions and Strategic Directions, in order to accomplish all of those and the Historical Scan as well in the one day.

Agenda & process

9.00 Arrivals & coffee
9.30 Opening & overview – introductions & expectations; approach, aims & agenda

Context & parameters – review advance preparation, research & consultation;  confirm ACE core values, mission & vision

10.15 Reviewing the past to prepare for the future – ‘Historical Scan’ exercise, in the light of our research & consultation:

“What are key events, accomplishments & milestones in the recent history of ACE and it’s strategic landscape? What can we appreciate and what can we learn?”

11.15 Break
11.30 Practical Vision – ‘Consensus Workshop’, in the light of our research & consultation:

“What do we want to see in place in 5 years’ time, as a result of successfully delivering the new ACE strategy?”

13.00 Lunch
14.00 Current Reality SWOT analysis, in the light of our research & consultation:

“What strengths & opportunities may help our vision to be realised, and what weaknesses & threats may hinder it?”

15.00 Break
15.15 Strategic Directions:

“What are implications for ACE for the next 5 years, and for implementation in 2024-25 in particular – for Strategic Objectives & Critical Themes, for the internal operating environment and for strategy implementation and communication? 

-17.00 Next steps, evaluation, reflection & close

Feedback and impact

Participants’ on-site feedback included:

  • Dynamic, engaging, inclusive
  • Good to have time for debate and discussion
  • New perspectives
  • Well prepared

Architects’ Council of Europe (ACE-CAE) posted soon afterwards on LinkedIn:

The ACE Executive Board came together in #Brussels to #brainstorm and pave the path for the future of the organisation.

Strategic workshops are not just about planning for the future; they are about transforming vision into actionable steps, highlighted Ruth Schagemann, ACE President.

Over the course of this collaborative and creative day, we engaged in strategic discussions about how to leverage impactful advocacy and the organisation’s agenda for action.  Excited for what’s ahead and proud of what we’ve accomplished together!


See also about mehow I workwho I work with and recommendations & case studies, and please contact me about how we might work together.

News from the IAF Europe team, April 2009

Martin facilitating our team discussions in Manchester, November 2008This piece ‘from the archive’ was first published in the IAF Europe newsletter, April 2009. An archive of 43 monthly issues from 2010-2013 may now be found online at IAFThe photo by editor Rosemary Cairns shows me facilitating the first meeting of the new IAF Europe team in Manchester in November 2008. For details of the IAF Europe MENA region and its 18 chapters today, see IAF EMENA.


At the International Association of Facilitators (IAF) Europe 2008 conference in Groningen in October, Rosemary Cairns, Gary Purser and I were appointed to form a new leadership team for the IAF Europe region. Soon after the conference the three of us met in Manchester, in November, to plan our work for 2009.

We published profiles of the three of us in the IAF newsletter in November, and a brief report of that planning meeting in the December issue. We felt that now would be a good time to report to you in some more depth on the plans we made then and how they are progressing, and to share an overview of the financial position of the region.

The following is drawn from a more comprehensive 5‐page report drafted for the IAF global Board meeting to be held prior to the IAF North America conference in Vancouver this month. The full report can be found with this article on our online Forum at www. iaf‐europe. eu, under ‘News from the European team’.

Do please share any queries or feedback, either on the Forum or directly with any of us – and do please let us know if you are interested to get involved in this work, whether at the regional level or locally in your area. There is much to do, and we rely largely on volunteers from among the membership to do it. We are grateful to all those of you who have contributed, and are contributing, to the life of the Association.

Communications & publicity

This is Rosemary’s area of responsibility. In this area, we planned to establish a monthly IAF newsletter and an active IAF Europe website, make use of social networking sites and other collaborative e‐technologies to promote IAF and enable networking among members and other facilitators, and encourage and enable the use of more languages within the IAF region.

This is the 6th issue of the new newsletter. The new regional website is live at www. iaf‐europe. eu, and includes a Forum with a ‘language café’ and events notice board, back issues of the newsletter to download, and links to & from other IAF sites. Rosemary has posted messages and links on various Facebook and YouTube pages, and uses Google Docs to distribute the newsletter.

Professional development

This is Gary’s area of responsibility, and includes the annual conference and Certified Professional Facilitator (CPF) programme. In this area, we planned to ensure an annual IAF European conference to deliver satisfaction to members and income to the region, to make 12 conference scholarships available in 2009, and to support and promote two CPF assessment events in the region.

Oxford was selected as the location for the 2009 conference from among three contenders, a local conference team has been established, and contracts have been signed with Keble College Oxford as the conference venue and Entendu as the conference management company. The conference was launched in February, and open for early‐bird registrations at www. iaf‐europeconference. org.

Early promotion has led to five conference sponsors being secured already, and delegate bookings are ahead of the last two years’ conferences by around 12 weeks. A good number of applications have been received for conference & pre‐conference sessions, and the draft programme is almost ready to publish. We have committed to provide a minimum of 5 scholarships from our reserves, and more depending on conference income.

One CPF event was held in Switzerland in December, two events in Dutch are scheduled for the Netherlands and a pre‐conference event is scheduled for September.

Organisational growth

This is also Gary’s area of responsibility, but Rosemary has agreed to cover for Gary temporarily to allow him to focus on getting the conference underway. In this area, we planned to ensure effective management of memberships (new, renewing & expiring members and promotion of membership), to achieve a total of 500 members and 12 chapters or affiliates in Europe in 2009, including expanded membership in Eastern Europe.

We have established regular and systematic communications to welcome new and returning members, and to follow up with expiring members to encourage them to renew or learn why they will not. New chapters in Germany & Serbia have been approved by the Board, and we are following up interest in possible new chapters in Ireland, Italy, Poland, Slovenia, Turkey and the UK.

Total membership in Europe has varied since November between a high of around 360 and a low of around 320, with an underlying trend of decline if anything. Growing the membership remains a key strategic priority for the region, and for IAF globally, for the year. We are hopeful that the conference will better attract new and returning members once the programme is published shortly, and that new partnerships with facilitation training providers offering 1‐year student‐rate memberships will also attract new members.

Governance & support systems

This is Martin’s area of responsibility. Within this area, we planned to participate fully in the global IAF Board, publish a brief 2008 annual report and finance report, establish formal and transparent governance links between IAF Europe and IAF globally, hold monthly team conference calls and another face‐to‐face team meeting, achieve a closing reserve balance of €40k, and each spend on average a day per month on IAF business.

I have participated in two global Board conference calls and almost daily in ongoing electronic discussions, and shall be attending the 1‐ day face‐to‐face Board meeting in Vancouver in April and the 2‐day meeting in Cape Town in October.

In the detailed report on the IAF Europe Forum, you will find our financial report for 2008 and the first quarter of 2009. The paperwork is underway to have the three of us appointed as Board members of the region’s Netherlands‐ registered foundation ‘IAF Europe Stichting’, along with existing Board member Maureen Jenkins and in place of Jim Campbell. Maureen and Gary Austin, authorised signatories on IAF’s Netherlands and UK (Euro & Sterling) bank accounts respectively, have agreed to continue for the time being in those roles and provide us with regular consolidated financial reports.

We have established a team Yahoo group and a routine of monthly internal team reports and conference calls, and plan a second face‐toface team meeting in Oxford, with the conference team, in June.

We are finding our plan to each spend on average one day per month on IAF work somewhat naive – one day per week (or more) would be closer to reality!

Finances

In terms of the financial report, there is as established policy that a share of members’ dues are paid by the globe to the regions and that in return a share of regional conference surpluses are paid by the regions to the globe, however this has not yet been implemented.

For the time being, IAF Europe’s primary source of income is the annual conference, and the main expenses (beyond the conference itself) are member services and communications. Our present reserve balance is largely the product of the lucrative 2006 conference in Stockholm. The 2007 conference in Edinburgh earned a small surplus with 182 delegates (just received, after a delay caused by the hiatus in the regional team), and the 2008 conference in Groningen made a small loss with just 109 delegates.

Given that we have only a minimal reserve after two poor years for conference income, and given the current economic climate as well, we have taken a prudent approach to budgeting for 2009. The projection shown allows just a skeleton expense budget, and assumes the conference just breaks even, in order to indicate what conference loss we could afford to sustain within our existing reserves.

The 2009 conference budget breaks even on 160 delegates with no sponsors, and would take around 250 delegates and €10k of sponsorship income to enable us to achieve our ambition of a closing reserve balance of €40k – so please help us to rebuild a reserve that will allow a more ambitious plan for member services in the region next year, by booking to attend the Oxford conference yourself and by helping to promoting it to potential delegates and sponsors!

ICA Netherlands hosts the ICA Europe MENA gathering 2015

ICA Europe MENA gathering 2015Twenty ICA colleagues were hosted by ICA Netherlands for the 2015 ICA Europe MENA regional gathering last weekend near Amersfoort. We represented existing ICAs and emerging groups from across the region, and came from Egypt, France, Germany, Moldova, the Netherlands, Poland, UK, Ukraine and Siberia. We were joined virtually at times by colleagues in Austria, Australia, France, Moscow and Taiwan, and by many more on twitter and facebook.  Thank you all for joining us, and thank you to ICA Netherlands for hosting!

Follow the story of our gathering here in tweets and images, or at Storify. Visit again to discover more  images and video clips as they are added.

Best wishes to the 2015 ICA Asia Pacific regional gathering being hosted this coming weekend by ICA India near Pune – over to you!

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.

https://twitter.com/PaulaMunteanu_/status/623822189515657217

Join me for ToP Group Facilitation Methods and Action Planning training in Brussels!

MG ToPBOOK NOW! ToP Group Facilitation MethodsEventbrite ToP BOOK NOW - AP15I am excited to announce these two new public courses in Brussels, repeated this November. Please join me if you can, and share these details with friends, colleagues and networks who might be interested.

These courses are scheduled in partnership with Social Platform, the largest platform of European rights and value-based NGOs working in the social sector; and provided under license with ICA:UK, the participation & development charity.  It was following an earlier course with Social Platform in Brussels that I blogged Three dimensions of the facilitator role – a focused conversation with video.

“I would recommend the course to others as something that can easily be used in practise for leaders, facilitators and participants of group meetings” – Pierre Baussand, Director, Social Platform, Brussels.

Group Facilitation Methods

Introducing the foundations of the Technology of Participation (ToP) approach, two powerful techniques for structuring effective conversations and building group consensus – 2 days, November 17-18

How can I have more purposeful & productive conversations, bring out the wisdom of a group, encourage feedback between people, and reach shared awareness in meetings? How can I generate and weave together a diverse range of ideas, develop creative solutions and build a group consensus?

This course provides a structured introduction to the ToP Focused Conversation and Consensus Workshop methods, which form the foundations of the ToP Action Planning method, Participatory Strategic Planning and other applications.

Action Plannning

Participatory planning for short-term projects and events – 1 day, November 19

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 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.

BOOK NOW for Group Facilitation Methods, November 17-18 and Action Planning, November 19 – or please contact me with any questions or for further details.