This 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 IAF. The 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!