Exploring Facilitation Competencies with IAF Romania – free facilitation webinar

What skills, knowledge, and behaviours must facilitators have in order to be successful facilitating in a wide variety of environments? To what extent do these vary, if at all, when working online rather than face-to-face? What can we do, individually and together as peers, to develop our own facilitation competence?

Thank you again to IAF Romania for the invitation to lead yesterday’s online session Facilitation Competencies, to Bogdan Grigore in particular for also co-facilitating with me and of course to all those who attended and participated.

Here below you will find the session recording and other outputs.

The session was adapted from the format of the new ICA:UK Online Focused Conversation Series: Taking time to connect, learn and reflect.

The aim of all these sessions is for participants to connect, share and learn with others sharing their interest the topic, while experiencing ICA’s ToP Focused Conversation method. Each 60-minute session in Zoom consists of a facilitated conversation followed by a brief introduction to the method used.

In this session we used break-out groups and JamBoard to get acquainted with the IAF Core Facilitation Competencies and share experience of their application, both online and face-to-face. In plenary we reflected on the extent to which these competencies vary when working online rather than face-to-face, if at all. Participants also reflected on what they could do, individually and together as peers, to develop their own facilitation competence.

For more on ICA’s Technology of Participation and facilitation online, register now for these further upcoming training & learning sessions:

  • Free facilitation webinars – next up “How engaging can your online session be?” and “When is online better than face-to-face?”, both in June
  • Introduction to Facilitation OnlineIntroducing the role of the facilitator and the ToP approach, plus some key tips & tools, 2.5 hours, starting in June & July
  • Group Facilitation Methods OnlineIntroducing the foundations of the ToP approach, two powerful techniques for structuring effective conversations and building group consensus – a series of 6 x2 hour sessions in June/July.

See also Brian Stanfield’s ‘Art of Focused Conversation: 100 Ways to Access Group Wisdom in the Workplace and Jo Nelson’s ‘The Art of Focused Conversation for Schools: Over 100 Ways to Guide Clear Thinking and Promote Learning‘.

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



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, and 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.

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.


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 for my regularly scheduled ToP facilitation training courses in London and Brussels.

The importance of values in facilitation – #IAFpodcast FS7

#iafpodcast

Welcome to Facilitation Stories, where we discover how facilitators ended up in the profession, and how facilitation methods, principles and techniques are used more widely.

One of the most exciting developments for IAF England & Wales in 2019, in my view, has been the launch of the new IAF E&W podcast Facilitation Stories during International Facilitation Week in October – not only for the insightful stories that are shared, and the personal connections that are made and strengthened, but also as an early indication of what a small, self-organising team of ‘IAF facilitators & friends’ can achieve by collaborating together to pursue a shared interest. I hope we will see more many more such initiatives in 2020, and a wide variety of practical projects.

I am grateful to podcast co-hosts @PilarOrti and @HeleneJewell for the opportunity to join them as a guest for today’s new 30-minute episode, and share a few stories and examples of my own – on the importance of values in facilitation.

Listen now, or see the show notes below first for what to expect – and do check out the previous six episodes and subscribe for the next at Facilitation Stories – or on Spotify or Apple Podcasts!


Helene Jewell writes in the FS7 show notes…

Martin Gilbraith is a facilitator, trainer and consultant, and Chair of the IAF England & Wales Board. He started hosting IAF meetups about 5 years ago, and has been facilitating since 1986.

He is an IAF Certified Professional Facilitator (CPF),  an ICA Certified ToP Facilitator (CTF) and an experienced lead trainer and licensed provider of ICA’s ‘ToP’ facilitation training and a Certified Scrum Master (CSM).

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, 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 the ethics of taking decisions not to do work that conflicted with his values, mostly around contracting with the client.

We discussed the set up for sessions and how to deal with it if it is not what you want, particularly thinking about hybrid (online & face-to-face) meetings. Sometimes even if the result is not perfect there are reasons why you might want to take a piece of work; in this example where the team was used to working in a distributed way on line and the group is used to the constraints and the client is known to the facilitator.

Client contracts always come with constraints and it is the facilitators responsibility to work within these constraints. Sometimes the parameters are really complex and you just have to do the best you can.

Sometimes things that’s people do unconsciously turn out to be core values.

Martin talked about his involvement in the ICA:UK and how the values were developed. One of the ways this was done was through using the ORID methodology to ask questions to members and stakeholders followed by a consensus building process at a workshop.

Facilitators often facilitate sessions to help organisations come up with their own values.

It’s important to start with real life experiences and something that is important and meaningful to people to help them define their values.

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

Martin explains a bit further what ORID is and how it is his universal principle of facilitator.

He finally shared a quote from Groucho Marx: “These are my principles, and if you don’t like them….well, I have others!

Please let us know your thoughts – email us at podcast@iaf-englandwales.org and go mad on Twitter! @IAFenglandwales, @Fac_stories, #IAFPodcast, #IAFmeetup.


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.

IAF England & Wales – our 2019 report, and your 2020 input please!

Are you involved or interested in connecting, networking & learning with other facilitators and with others with an interest in facilitation in England & Wales?

Please take a few minutes to complete our survey, to help to make IAF England & Wales and our facilitation meetups more valuable to you and to others in the coming year.  Your responses will provide invaluable input to the annual face-to-face planning & team-building meeting of the IAF E&W chapter Board and wider Leadership Team, in Birmingham in January – and it is not too late to join us there if you are keen to get more involved!

For an update on our meetups, Annual Conference and other activities in 2019, please check out the recording of our 2 December online annual meeting, above, and the 2019 Board report slides that we shared then.

IAF E&W members, please do vote in our online chapter Board election, if you haven’t already – the poll closes on Dec 12 (not to be confused with that other poll on Dec 12). Do let us know if you haven’t found your own link to the poll, sent to members by email…

To complete the survey, please click here – thank you for your input!


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 for my regularly scheduled ToP facilitation training courses in London and Brussels.

Reflecting on another year of freelance facilitation

ORID the kitten at Group Facilitation Methods training in Brussels

October 1 will be exactly seven years since I went freelance as a facilitator, and on June 30 Martin Gilbraith Associates Ltd completed its sixth full financial year. So, a relatively quiet week in the August holiday season offers a good opportunity again to pause and review the last year, and look ahead to the next. It is timely too, after 6-7 years, that the coming year offers an opportunity for something of a sabbatical (again)!

In the year to June 2019 I delivered 25 contracts for 14 clients in 7 countries. These involved 31 face-to-face events and one virtual, 14 facilitated processes and 14 facilitation training courses. I spent 47 nights away from home – 14 in the UK and 33 abroad. That all compares to 20 contracts for 16 clients involving 21 events in the previous year – and over the previous five complete years a total of 90 contracts to 53 clients involving 121 events. I also declined 25 prospective client projects during the past year, compared to 11 the year before, mostly because I was not available. I failed to win 11 that had I quoted for, compared to 9 the year before.

So, slightly fewer clients and nights away, but considerably more contracts and events – those declined and lost, as well as those delivered. Again, about half-and-half facilitation and training, and all but one face-to-face.

Returning clients in the past year have included Amnesty International, Oxfam, Water Harvest (formerly Wells for India), Xpedio and of course ICA:UK. New clients have included ABBYY (with CircleIndigo), BeLiminal, Greater Cambridge Partnership, EASL, Heinrich Boell Foundation Turkey, Malaria Consortium, Octopus Network, St. Luke’s Community Centre and Virtual Not Distant. I joined Nordic Consulting Group as an Associate on a new framework contract with SIDA.

So 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 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 year include agile coaching, software development, Results Based Management and remote team working.

I have extended my partnerships with ICA:UK and ICA Associates in the past year to offer more scheduled public facilitation training than ever before. These include courses of the IAF-endorsed ‘ToP Facilitation Essentials’ series and, in new partnerships with local IAF colleagues, public course dates in Edinburgh, Lisbon and Pisa as well as London and Brussels. Two courses in Brussels also included a kitten (pictured above), affectionately named ORID by the group!

My leadership role with IAF England & Wales again accounted for most of my volunteer time. My role was formalised this year by election to a new chapter Board, and appointment as Chair. Our programme of peer networking and learning meetups has grown to reach our growing E&W chapter membership of now 90, plus over 1,000 members of five regional meetup groups. Monthly tea and coffee networking meetups are held in 12 cities in most major population centres of England & Wales, and online, and longer networking and learning meetups are held bi-monthly in London and three times per year in other regions.

Our all E&W meetup for International Facilitation Week has been extended to a 2-day Annual Conference for 2019 – the Power and Practice of Facilitation, 18-19 October, with 55 already registered. Meetup hosts across the country have joined an expanded Leadership Team of now 24 members. We are supporting new sister meetup groups in Scotland and Ireland, and a new IAF E&W podcast team has begun to create a series of 10 episodes to support the programme, inspired by a session at a meetup.

I also joined the new IAF Global Mentorship Programme as a mentor, and began to meet regularly online with my mentee in Jordan. I attended the IAF Europe conference Agile Facilitation in Milan and participated in monthly online meetings of Europe MENA chapter leadership. I continued to participate in events of IABC UK, but not the IABC EuroComm conference this year in Bahrain. I continued to participate in the ICA:UK ToP trainers’ network and to serve as volunteer webmaster for ICA International, but I did not attend this year’s conference of the US ToP Network. Regrettably also I missed my first ICA Europe regional gathering for about 20 years, in Kiev.

After collaborating for some years with Michael Ambjorn of AlignYourOrg to explore the intersect between communication and facilitation, and the power of applying facilitation and communications in partnership, we have co-authored a chapter on that topic for a forthcoming book on the Power of facilitation. We are part of a wider team of authors involving expert facilitators from around the world. The shorthand for the project is #FacPower and each chapter of the book will have a different focus. In combination the aim is to show the power of facilitation in various fields and contexts.

I have hosted four free facilitation webinars during the year, including one on that book project and two with the authors of two new books published during the year that I have been pleased to endorse – Rebecca Sutherns on Nimble facilitation and Jim Campbell on Facilitating Authentic Participation and the facilitation cycle.

Regular readers of this blog may have noticed that I have not found so much time this year for blogging. I published just 15 posts during the past year, of the 180 published in the seven full years since my first welcome post – but of course I have been no less active micro-blogging on twitter.

So, what of a sabbatical? October to March in Sitges in Spain will be mostly for my husband, following his recent retirement from career-long, full-time employment. I shall continue to work and travel as necessary, not least for existing client commitments in London and elsewhere, for scheduled public ToP facilitation training most months in London or Brussels, and for events including the IAF England & Wales annual conference in Birmingham and the ICA Europe regional gathering in Vienna.

However, I shall welcome opportunities to work virtually and locally in Spain during that time, including perhaps with ICA Spain and with the forthcoming IAF Spain chapter – starting with its timely launch event in Barcelona during International Facilitation Week in October.

I do intend to take time for myself also to reflect, write and learn, to look ahead to my next seven years of freelance facilitation – and to enjoy a little less busyness and a little more sunshine! I hope that regular readers may notice the difference on this blog, and that Spanish speakers may notice the difference next time they greet me with “Hola”!

Thank you for following…


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 for my regularly scheduled ToP facilitation training courses in London and Brussels.