Are you planning an online conference, Forum or General Assembly?

Free facilitation webinar: Taking your event online: what could possibly go wrong?


Below is a ‘menu of services’ that I have been able to provide to a number of clients planning such online events in recent years. Please contact me as early as you can if you could benefit from such support as you plan, prepare and deliver your own event.

The scope and scale of service delivered for these recent projects has ranged from just a few days of consulting and coaching from myself alone over a week or two, to a larger package of consultation, coaching and Introduction to Facilitation Online training with multiple teams from myself and a co-facilitator over several weeks, to anything from 10 to 50 days or more of comprehensive support over several months from myself and a larger team with diverse skills able to provide many if not all of the menu of services.

Colleagues that I have collaborated with on such projects recently have included Orla Cronin, Marie Dubost, Charo Lanao, Judy Rees, Hector Villarreal Lozoya and Bruno Selun – I am thankful to them for the teamwork that has made many of these projects possible.

Recent such client contracts have included:

  • with Action Aid International, facilitation coaching and support for the Convener, Organising Committee and Governance staff of the Global Secretariat in preparation for sessions of the online 2021 Annual General Meeting
  • with Amnesty International, design and lead facilitation of a series of 17 sessions of the online 2021 Global Assembly, involving a multilingual team of 5 facilitators and 3-4 delegates of each of almost 70 member entities worldwide working in English, French and Spanish
  • with Amnesty International, Europe & Central Asia region, lead design and facilitation of a 4-week online 2021 Regional Forum involving over 100 delegates from around 25 member organisations in over 20 sessions
  • with OMCT, design consulting and facilitation training over 3 months in support of the first online Global Week Against Torture in 2021
  • with Oxfam Ireland, online facilitation training and coaching with staff in Ireland and of six African programme partners, in support of their first online Annual Partnership Meeting together in 2020
  • with the ISEAL Alliance, online facilitation training and coaching in support of their first online ‘Members’ Month’ in 2020
  • with ILGA Europe on behalf of Kumquat Consult, design consulting and facilitation training in support of the first online ILGA Europe 2020 Annual Conference
  • with Amnesty International, design and facilitation of a series of six online Global Strategy Labs involving around 150 delegates representing 70 national entities worldwide working in English, French and Spanish in 2020
  • with the Amnesty International Europe & Central Asia region, lead design and facilitation of a 3-day online 2020 Regional Forum involving over 100 delegates from around 25 member organisations – blog post
  • with FAO, design and facilitation of the 2015 online conference “Economics of Climate Change Mitigation Options in the Forest Sector” engaging over 900 international experts – case study

“Martin and his team provided outstanding support during Amnesty International’s 2021 Global Assembly which for the first time was held entirely online. They were integral in the planning of the model which helped to ensure broad participation and access for delegates of almost 70 member entities. Their experience and familiarity with facilitating online spaces were game changing and were critical in helping to build trust in the process and in a new model of digital governance.” – Ann Burroughs, Chair of the 2021 Global Assembly and Preparatory Committee, Amnesty International – Sep 16, 2021

“Together with other folks at the Kumquat team Martin helped us to organize the ILGA-Europe Gathering Online 2020. Organizing a large event online for the first time came with many questions and challenges. Martin particularly helped us with providing training and assistance to put together the flow of the programme and to ensure that we were ready to facilitate the many spaces that our event was made up with. It was a pleasure working with Martin!” – Björn van Roozendaal, Programmes Director at ILGA-Europe – Feb 25, 2021

“In November 2020, Martin provided invaluable support to Oxfam Ireland in the build-up to a series of multi-stakeholder online workshops. He provided tailored ‘coaching sessions’ to our team, which helped us to prepare and deliver several engaging virtual sessions. These sessions directly catered to our needs, building our ‘hard’ and ‘soft’ virtual facilitation skills and knowledge. Furthermore, he also co-facilitated an in-house “Introduction to Facilitation Online” workshop with colleagues across Southern and Eastern Africa. This excellent workshop was well received by all participants. Thanks, Martin!” – Rosa Brandon, Programme Quality Officer at Oxfam Ireland – Feb 22, 2021

“WOW! Awesome contributions from 200+ participants at the #ECCMOFS REDD+ online conference session. Feeling inspired @FAOForestry”  – Ruth Mallett, Consultant at UN Food & Agriculture Organisation (FAO) – February 13, 2013


Menu of services

Before

Project management: We can work with you to clearly define the project and its boundaries, starting from a clear purpose statement (including outputs and outcomes) that will help align your various stakeholders’ expectations of the event. We can help you make it operational by translating it into a clear project plan and division of responsibilities, and we can accompany you in delivery.

We will recommend using an online project management tool across the entire team (internal and external) to achieve and maintain this throughout – we can provide and support you to use Basecamp or Asana, or join an existing platform you’re already using internally, or we can support you to acquire and use your own platform. Such a platform will be crucial to deliver such a complex project on schedule.

Conceptualisation: Support for the overall design and conceptualisation of a coherent event, including flow, timing, duration and format to maximise engagement and participation to best meet your aims and ambitions within your constraints, including budget and capacity. We can help you to identify what types of sessions should be offered (including format, degree of participation, types of outcomes, etc.), allowing you to then populate the programme using those session types.

Participation design: We can work with you to identify what sort of participation (how much, how broad, how deep) each session type will require, and the number of participants expected or desired. These will make up the event’s participation requirements, which with security & accessibility requirements will allow us to advise which service(s), platform(s) and/or tool(s) you should consider.

Session call & selection: We can support you in the setup and running of a session call, proposal and selection system for submitters, reviewers and decision-makers – including technical support, training and assistance

Communication: We can advise you on how and when to communicate with prospective and confirmed participants, session leaders, speakers and other stakeholders in order to manage their expectations and preparations in alignment with those of the event as a whole.

Platform selection & setup: We can help you in researching and reviewing available options and selecting an online event platform to meet your specific requirements, including in relation to security, pricing, functionality and much more. We can help you with setup and troubleshooting of your selected platform, including the pre-registration, registration, event and post-event phases

Additional tools: Depending on your requirements and choice of platform, we can support you to select, configure and use additional tools for participant inclusion and engagement, e.g. for interpretation, voting, Q&A, brainstorming, visualisation, networking etc.

Facilitation training & coaching: We can help you determine how to best recruit additional facilitators if needed, whether volunteers or professionals. We can design and deliver bespoke facilitation training, drawing on a range of existing and well-established training modules (see above). We can offer tailored coaching & troubleshooting sessions for session facilitators and producers, individually or in pairs or small teams, to support them in their session design and preparation.

Technical preparation: We can help you with the technical preparation of your team, speakers and moderators to run their sessions through the event platform – technical checks, testing all platforms & tools used to ensure they’re familiar with them on the day

During

Technical support (a.k.a. production): On-call technical support for the full duration of the event, both inside and between sessions, to ensure everything goes according to plan, and to deliver backup solutions in the event of a failure (e.g. if a speaker or session leader can’t connect)

Facilitation support: We can help by facilitating or producing particular sessions or parts of sessions for you, or the whole event, or by co-facilitating or co-producing to support your own session teams to do so

After

Evaluation: Design, delivery and analysis of a bespoke evaluation survey to collect actionable feedback from your participants regarding what went well, what didn’t, and how to improve future events


See also free facilitation webinars including:

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

Reflecting on a year of freelance facilitation online, and looking ahead

Scaling up engagement and dialogue the power of facilitation and communications in partnership #FacPower

I Declare A Climate Emergency

This time last summer, as I reviewed the year to June 2020, I reflected that my January 2020 resolution to travel less and work more online had worked out well so far. I am still wondering when I might finally be tempted to accept any face-to-face work.

As in previous years, I shall share here some data and reflections on the last year of my professional practice, and some insights and implications for my future practice and professional development. It is a four-level ORID reflection, of course.

In the year to June 2021 I delivered 32 contracts for 22 clients. That compares with 25 contracts for 19 clients the year before, and 25 for 14 the year before that. As my work has gone wholly online the past year, and part of the year before, numbers of contracts and clients have risen. It has felt busier too. After deciding and then failing to keep this summer largely free of client commitments, I am appreciating that I have now finally made some time to catch up and reflect.

This past year’s contracts involved a total of more than 100 individual online sessions and no travel at all. That compares to 14 face-to-face, one ‘hybrid’ and 16 wholly virtual events (of one or more sessions) the year before, involving 28 nights away from home for work; and 31 face-to-face and just one virtual event the year before that, with 47 nights away. My business expenses for travel and accommodation fell to zero for the past year, and with them the associated carbon impact (and the many transactions to be recorded and reconciled in the accounts).

Introduction to Producing Virtual Events

Because most online sessions require a producer as well as a facilitator, or two or more facilitators to share those roles, most of these these contracts have involved working as a team. For ten I was sub-contracted to a colleague, and for 19 I sub-contracted one or more colleagues myself. That compares to 7 and 4 the year before. This past year I have worked solo hardly at all, whereas before the pandemic I worked alone more often than not. I have very much enjoyed the opportunities for broader and deeper collaboration with colleagues.

Partners that I have contracted with this past year include ICA colleagues Megan Evans, Alan Heckman, Jo Nelson and particularly Orla Cronin, and IAF collegues Marie Dubost and Bruno Selun. I have collaborated too with others of the ICA:UK team, and that of Orla Cronin, and with many IAF colleagues – some mentioned below.

Clients I have worked with have again been largely UK charities and international NGOs, European agencies and contractors, NGO networks, Associations and a few others. In addition to my usual mix of clients and projects in the fields of international development, humanitarian response and human rights, this past year has seen a welcome increase for me in environmental and climate justice work (another January 2020 resolution) as well as in health and education.

Of this past year’s contracts, 11 involved facilitation while 18 involved training and 7 involved coaching and consulting. That compares to 7 facilitation & 16 training the year before, and 14 facilitation & 14 training the year before that. So I find myself providing increasingly more training relative to facilitation, and increasingly coaching and consulting as well. I have enjoyed devoting more of my energy to supporting others in their facilitation roles and practice, and less doing it for them myself.

Tired but hopeful after an online Management Team “Away Day”

Facilitation contracts this past year have ranged in scale from a single session of 90 minutes at relatively short notice to a series of 20 sessions collaboratively designed and prepared over several months:

Julie Deutschmann, ACE

Julie Deutschmann, Communication Officer at Architects’ Council of Europe (ACE-CAE), wrote in a recommendation:

“We would like to thank and congratulate Martin for the work done to facilitate the Architects’ Council of Europe (ACE) online Strategic Development Session. The preparation went very well and the integration of new digital tools into the session was very helpful in allowing for the valuable contribution from our members. The excellent facilitation provided by Martin and his colleague Orla allowed participants to articulate strategic thinking while sticking to the aims of the workshop.”

Barbara Weber

Barbara Weber, Director, Global Strategy and Impact at Amnesty International, wrote:

“Thanks for facilitating our online Strategy Labs – cross-regional, multiple languages. You supported us in focusing on the main issues. Very much appreciated.”

Introduction to Facilitation Online

My scheduled public training this past year has been limited to my Introduction to Facilitation Online session, which I provided 6 times publicly during the year and 9 times in-house. I worked with fellow ICA:UK trainers to develop and deliver the new Group Facilitation Methods I Online and with Orla Cronin to deliver and offer the new Introduction to Producing Virtual Events I Online session and Facilitating Virtual Events I Online course as well. Instead of offering the longer courses publicly myself, I have chosen to offer them in-house only and to refer individuals to the ICA:UK schedule.

Training contracts this past year have ranged in scale from a single introductory session for one group to a series of multi-session courses for multiple groups:

Louise Reeve, Policy and Communications Business Partner at Newcastle City Council, wrote in a recommendation:

“Some training to recommend from Martin Gilbraith – I attended his Introduction to Facilitation Online course. Whatever your experience level, you should find something in this training which can make your online sessions just that bit better and more enjoyable”

Enrico Teotti

Enrico Teotti, Agile coach and (visual) facilitator at Avanscoperta, wrote:

“I attended Martin’s ORID class online Group Facilitation Methods Online. The class was divided with practical homework and exercises which I find a great way to learn. Martin and Jo were great hosts able get in to deeper conversations when the group desired that still respecting the course agenda.”

Coaching and consulting contracts this past year have ranged in scale from one or two one-hour sessions with a single coachee to providing training, coaching and consulting support for multiple teams to design and lead multi-session and multi-lingual international conferences for hundreds of delegates:

Rosa Brandon

Rosa Brandon, Programme Quality Officer at Oxfam Ireland, wrote in a recommendation:

“Martin provided invaluable support to Oxfam Ireland in the build-up to a series of multi-stakeholder online workshops. He provided tailored ‘coaching sessions’ to our team, which helped us to prepare and deliver several engaging virtual sessions. These sessions directly catered to our needs, building our ‘hard’ and ‘soft’ virtual facilitation skills and knowledge. Furthermore, he also co-facilitated an in-house “Introduction to Facilitation Online” workshop with colleagues across Southern and Eastern Africa. This excellent workshop was well received by all participants. Thanks, Martin!”

Björn van Roozendaal

Björn van Roozendaal, Programmes Director at ILGA-Europe, wrote:

“Together with other folks at the Kumquat team Martin helped us to organize the ILGA-Europe Gathering Online 2020. Organizing a large event online for the first time came with many questions and challenges. Martin particularly helped us with providing training and assistance to put together the flow of the programme and to ensure that we were ready to facilitate the many spaces that our event was made up with. It was a pleasure working with Martin!”

Just as last year was drawing to a close in June, a new contract with Amnesty International was getting underway in preparation for its first online Global Assembly. This involved me and my team of Marie Dubost, Orla Cronin, Hector Villarreal Lozoya & Charo Lanao in the design and facilitation of a series of 16 Discussion Group sessions in July & August and parts of last week’s plenary meeting as well, with 3-4 delegates of each of 65 national entities worldwide working in English, French and Spanish.

Dr. Anjhula Mya Singh Bais

Anjhula Mya Singh Bais, Interim Chair of the International Board, wrote:

“Martin has been an asset to Amnesty International. He was a consistent and compassionate presence through multicultural regional meetings and strategy sessions. Throughout 16 sessions of the online 2021 Global Assembly of Amnesty International, he demonstrated a high technical proficiency on the complexity of organisational procedures, terminology, and processes. He demonstrates that he truly hears and sees everyone and increased the quality of our participation.”

In my volunteering, I completed 5 years of chapter leadership with IAF England & Wales in December. That left me (happily) without regular Board meetings to attend for the first time in perhaps 25 years!

IAF E&W 2020 Annual Conference

For International Facilitation Week in October, the first online IAF England & Wales Annual Conference had attracted over 100 participants for a full week’s programme of over 25 peer-led learning and networking sessions, led largely this year by Susannah Raffe and others of the IAF E&W Leadership Team. The regular schedule of several free, online facilitation meetups each month continues still.

I continued to serve as a mentor in the IAF mentoring programme, stepping up my commitment this year to working with two mentees in parallel. I have continued to gain as much as I have given, and have very much enjoyed the opportunity to accompany fellow facilitators on their professional journey in this way.

Chizu Matsushita, Facilitator of dialogue and participatory community/team development, wrote:

“I grew from being not confident at all to quite confident about the facilitation skills I have been developing. I have felt a tangible impact. I now believe that a professional facilitator is a real and incredibly impactful profession through which I can make contributions in areas I deeply care.”

I have not been anxious to take on another long-term leadership role, but I have diversified my volunteer interests a little by turning my social media experience to tweeting since last September for the Gay Outdoor Club. This is a group that I have appreciated participating in for many years, all the more since I have been travelling less and keen to be outdoors more. I have continued to serve as volunteer webmaster for ICA International and to tweet for International Facilitation Week.

Facilitation Competencies for Agilists

I continued to host free facilitation webinars, although somewhat less regularly this past year and mostly only in response to invitations from partners. This happened to result in two sessions for different groups on Facilitation Competencies for Agilists, plus Is there a single, universal principle of facilitation? with IAF Belgium and Scaling up engagement and dialogue for the IAF global webinar series.

This last session drew on insights of previous work with Michael Ambjorn of AlignYourOrg on the power of partnership between facilitation and communication, including research for a chapter in the book the Power of Facilitation #FacPower.

FacPower out now!

Now available since May, this book is free to download in order to enable and encourage everyone to read it and to share it.

For your free copy please click here or on the image (right), and for recordings of ‘meet the author’ sessions held over the summer see News – #FacPower.

Facilitating Breakthrough, Adam Kahane

I have been increasingly been invited this past year to contribute to, endorse or help to promote the publications of other colleagues as well, and I have been pleased to be able to do that. This has included an endorsement and an online session in support of More Than Halfway to Somewhere: how exposure to other cultures has shaped our lives with ICA colleague John Burbidge, a Foreword to How to Facilitate LEGO Serious Play Online by Sean Blair and most recently an endorsement and an online session (next month) in support of Facilitating Breakthrough: How to Remove Obstacles, Bridge Differences, and Move Forward Together by Adam Kahane. I am more than a little awe-struck to find my endorsement for that latter book listed next to one from Nelson Mandela.

In September I joined IAF Chair Vinay Kumar in exploring the rapidly growing field of virtual facilitation in a podcast Re-Tooling for Virtual Facilitation.

So what I have learned, and what are some implications for my future practice and professional development?

If keeping my resolution to travel less and work more online was ever going to be difficult, it didn’t turn out that way. Before the pandemic I had found it difficult to commit to multiple short online sessions over time while remaining available to commit to several days or a week at a time for a face-to-face event plus travel. Since my schedule has filled with short online sessions that can be delivered from home, or even elsewhere, I have had no appetite to commit to being in a particular place to deliver, nor to accept the risks and uncertainties now associated with working face-to-face. When I am finally tempted to accept face-to-face work again, it will most likely be at short notice and local to me or at least easy to reach without flying. My expectation is that I shall continue to work mostly if not wholly online.

When is online better than face-to-face

I find that there is ample continuing demand for online facilitation services, not least among international organizations and other distributed groups who may also be concerned to reduce the expense and carbon impact associated with meeting face-to-face. My experience has been that many clients and groups have been pleasantly surprised and impressed over the past year and more by what can be achieved online, that they continue to recognize that they have much to learn in order to best reap the benefits and avoid the pitfalls, and so they continue to recognize the potential added value of professional facilitation services more than for the face-to-face context with which they are still much more familiar. While they are finding that meeting effectively online does not save all of the costs of meeting face-to-face, the savings can allow them to budget for facilitation that they otherwise may not have.

After growing and leading a team of Associates with ICA:UK over many years, and leading and managing larger and more collaborative client projects, I chose to keep my practice small and work largely solo since I went freelance in 2012. While I have enjoyed that, I find now that I have enjoyed leading and managing larger and more collaborative client projects again, online, so I am inclined to allow that to grow further.

After choosing to keep my taxable business turnover below the threshold at which I would be required to register for VAT, partly in order not to make my services more expensive to unregistered smaller clients and individuals on public courses, I have found myself unable to maintain that this year and I have had to apply to register. So I am inclined to accept the administration of VAT in preference to that of public courses, and to accept the potential loss of smaller clients and projects in favour of fewer larger ones.

I have enjoyed the growth of coaching, consulting and mentoring that has occurred organically in my practice over the past year and more, so I shall include those more explicitly in my offer in order to grow them further.

I have enjoyed working on several client projects involving international governance this past year, and finding my own governance experience relevant and helpful for that, so I am interested to see that grow further – and therefore I am interested that two such new opportunities have just arisen already in the past weeks.

I have been challenged by the Black Lives Matter movement and other recent manifestations and responses to systemic injustice and oppression, and by clients who have been similarly challenged, to reflect on how I might ensure that my own practice is more effectively and explicitly anti-racist, feminist and anti-oppressive, and to commit to working on that.

I have enjoyed continuing to advance my Spanish learning since returning from Sitges into lockdown last year, and finally being able to return for a first visit again last month. I hope to continue advance, and to continue to visit.

Thank you for following!


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

Some reflections on my four years as ICAI President

strategic directions

Happy New Year! It is 4 years since my first New Year’s message as ICAI President in the Global Buzz and my term is now complete and I have handed over to my very capable successor Lisseth Lorenzo. I am looking forward to continuing my involvement with ICAI this year as webmaster, looking after the ICAI website and social media. In the meantime, further to my final column in the November issue of Winds & Waves magazine Looking Back & Forward, I would like to share a few reflections on my term as President – some of our achievements that I am proud of, and some of my own hopes for ICAI’s future.

Most of all I am proud that we have succeeded, I think, in raising our ambition as a Board and as a global community, and I hope that that will continue.  That was my aim in convening a face-to-face meeting of our virtual Board in May 2015, at which we articulated the three Strategic Directions by which I have structured my reflections.

ICAI Board 2015 in Tanzania1. Fostering global connections and & collaboration to support ICAs to thrive

I am proud that our global network has experienced a resurgence in numbers, with now 24 current statutory members and no less than 9 new Associate members welcomed by the General Assembly since 2012. I hope that ICAI will continue to attract increasing involvement and commitment of all ICAs, partners and others that share our mission and values.

I am proud that all five of our regions worldwide have now established a pattern of meeting annually face-to-face, and some regularly online as well, and that these regional gatherings are increasingly including more ICAs and ICA colleagues and supporting greater connectedness and collaboration.  I hope that this will continue, and that it will extend to enable also face-to-face capacity building between regions and by means of a new ICAI Global Conference on Human Development.

I am proud that members have connected and collaborated substantially by means of several new ICAI global working groups since 2012, in addition to the pre-existing global Publications team and the global Board nominations committee. New groups have worked on global policy for ICA’s Technology of Participation facilitation methodology, on options for the next ICAI Global Conference and on collaboration with the International Association of Facilitators, and in participating in UN processes by means of ICAI’s UN consultative status. I hope that these and other global working groups will continue to encourage and support such ‘peer-to-peer’ support and collaboration among ICAs and between ICAs and new global partners.

I am proud that the new ICAI website launched in 2015 provides a versatile and engaging platform for member ICAs and ICA colleagues to communicate with each other and with the wider world.  I hope that more and more ICAs and ICA colleagues will find it worth their while to make use of it and its integrated social media, and that I will have more time as webmaster than I did as President to support them to do so – and to further develop it to better meet their needs. I hope that better integrating Winds & Waves magazine and our monthly bulletin the Global Buzz with our website and social media will enable and encourage more contributions and more readers, and greater connectedness and collaboration as a result, and that I will be able to support that as webmaster.

2. Boosting ICAI resilience and safeguarding the integrity of our global community

I am proud that we have clarified and refined criteria and procedures for ICAI membership since 2012, for both statutory and associate membership, and established a global membership survey by which members may hold themselves accountable to each other against those criteria.  I hope that that survey may be repeated annually by means of the online forms integrated with the new website, and that roles and curriculum or other materials will also be developed by which ICAs may better support each other and new members in meeting the criteria and demonstrating to each other that they do so.

I am proud that our global Board has developed effective teamwork and governance practices, notwithstanding the challenges of working as a diverse virtual team on a minimal budget. These include renewed Bylaws, monthly online Board meetings & bi-annual online General Assemblies, and responsible financial management including financial support for member initiatives.  I hope that the new Board will meet face-to-face early in 2017 to re-establish itself as a new team, and to develop a new strategy and business plan by which we all might continue to raise our ambitions further.  I hope that members will approve and contribute generously to a new ICAI budget that allows for that meeting, and for additional financial support for member initiatives including face-to-face capacity building and global strategy development.

3. Recognising & leveraging ICA wisdom and nurturing new leadership

I am proud that ICAI has been able to use its communication channels to share and amplify members’ approaches, achievements & learnings, and that these plus our global working groups, online and regional gatherings are indeed helping to nurture our collective global wisdom and new leadership.  I hope that members will collaborate globally to develop and apply a new global curriculum and materials by which to better share and leverage both historic and new ICA wisdom & leadership globally.

I am proud to have served as President these past four years, and to be able to leave such a strong and capable Board with strong and capable new leadership.  I am grateful to all my colleagues on the Board and in our wider membership, for all their support and participation in our collective efforts to ‘advance human development worldwide’.

I can be contacted now at webmaster@ica-international.org and via www.martingilbraith.com. Emails addressed to president@ica-international.org are now received by Lisseth.


This post was written for ICAI’s monthly bulletin the Global Buzz, January 2017.