Responding to changing situations and needs with ToP Consensus Workshop – #FacWeek

This is the 6th and last of a series of six weekly posts to mark International Facilitation Week 2017, starting today! Drafted as I enjoyed a welcome opportunity to pause and reflect this summer, the posts share a series of examples of how I have applied, customised and adapted the ToP Consensus Workshop method in my practice over the past year. 

How will you celebrate and promote the power of facilitation this week? Please share online with the #FacWeek hashtag, or in a comment below…


Example 6 – IABC UK, London

In May I facilitated a 2-hour evening strategy workshop with the UK Board of the International Association of Business Communicators. For more on my work with IABC, and my session at the recent IABC Europe MENA conference, see Facilitating transformation: reviewing the past to prepare for the future at #EuroComm17.

New IABC UK President Mike Pounsford is a keen ToP facilitator himself, and an IAF Certified Professional Facilitator. He had approached me to apply the Consensus Workshop method with the new Board of nine so that he could participate fully.  For an example of his own application of the method see Facilitation and Communication to lead ‘The Big Conversation’: Digital Transformation.

We quickly agreed that a ‘textbook’ Consensus Workshop process could help to meet the group’s needs well. These were articulated in terms of Rational & Experiential Aims as ‘to outline our strategic focus for IABC UK for the next 24 months, and what roles we will each play to help to deliver it‘ and ‘to build shared clarity, commitment and enthusiasm for the way forward together‘. The workshop Focus Question was to be ‘What practical projects & initiatives could help to deliver IABC’s mission & strategy in the UK in 2017-18?’.

The workshop was preceded by an opening conversation and a short presentation from Mike on the vision, purpose and philosophy of IABC as a whole, as parameters for IABC UK’s own strategy.

According to the textbook approach, Board members brainstormed their responses to the Focus Question individually, with the parameters in mind. They wrote ideas on half-sheets in pairs, which they shared on the sticky wall and clarified as necessary before pairing and clustering. The ‘adaptation in the moment’ came in finalising the Clustering stage of the workshop prior to Naming the clusters. It made no sense to the group to discern and name clusters unique to IABC UK’s 2017-18 strategy – what made sense was to map the brainstorm ideas to the three components of IABC’s global Purpose: ‘to advance the profession, to create connection and to develop strategic communicators’ .

So that is what we did. That allowed time then for members to self-select into three teams to to articulate the UK’s new strategic focus for each of the three areas, and to propose collective commitments.

I reflected to Mike, ‘I suppose we could have presented as a parameter that these [advance, connect and develop] would be the UK’s strategic focus, and we could have asked instead about collective commitments aligned with them. That might have saved a moment of doubt & confusion, but as you say perhaps at the expense of a sense of openness, possibility & engagement. A bit of challenge can be a valuable opportunity for a group to find its own way!’

Mike replied: “I thought it was great, thank you for your help and for your agility in responding to the group’s needs. Most importantly we achieved consensus on a focus for our work for the next two years, which is to enhance the strategic communication capabilities of our members”.


Finally, in case you’re still wondering…

  • no group is too small for the ToP Consensus Workshop method – page 52 of the ICA:UK Group Facilitation Methods course workbook includes procedures for using the method on your own as an individual.
  • the method can work online as well as face-to-face, although like all online facilitation it will be different than when done face-to-face – see for example the Spilter ToP Consensus platform, specially developed to provide full digital support for the method, and see below a youtube video of an online ToP Consensus Workshop of ICA Ukraine using LinoIt with Google Hangout.
  • if you have nowhere to put a sticky wall, take advice from US ToP trainer Barbara MacKay of Northstar Facilitators, also in a youtube video below.

Start again from example 1…


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

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

Facilitation and Communication to lead ‘The Big Conversation’: Digital Transformation

This article, co-authored with Mike Pounsford of Couravel and IABC UK, is reprinted with permission from the IAF Global Flipchart #9, September 2017.


If you’re a facilitator or communicator who wants to help organisations engage people at all levels to align behind a common strategy, read on – this article’s for you.

Common challenges you’ve probably noticed

Digital development is demanding change in the way businesses are run and how they interact with their audiences and their employees. No matter what sector you’re in, you’re likely to be facing at least one of these challenges:

  • Teams have less face-time as people share, work and interact more remotely.
  • Employees and customers are enjoying new relationships with employers and brands as we move to self-serving models: this creates the need to rethink communication and engagement with employees and how we structure customer service roles.
  • Employees want more opportunities to work with their employers to give back to society and the communities they serve.
  • Organisations want more agile approaches with empowered employees who understand both company strategy and customer needs.

A solution starts with a conversation

Solving these issues requires processes that connect leaders, managers, project teams and front-line staff.

The traditional top down approach is hopelessly inadequate, especially in large organisations. A cascade approach is too slow when there are multiple levels of management and a complex organisational structure. “Top down” also contradicts the message that organisations need to empower their people to take more responsibility for the delivery of satisfaction and productivity.

Achieving that kind of collaboration across an organisation puts a premium on the need for quality conversations – conversations that help people work out how they can support strategic direction. The kind of conversation that encourages people to challenge, work out what they need to do to support change, and feel a high degree of ownership of the outcomes of the conversation.

Exploring the visualisation of strategy

Couravel has been using Big Pictures to help leaders define strategy and then to help teams engage with strategy. The power of visual representation of strategic and market issues is well proven. It was first written about in the Sears case study in the Harvard Business Review which introduced the Service-Profit Chain. At Sears, groups came to a better understanding of the marketplace and what they needed to do to support competitiveness by addressing questions posed by a visual representation of the High Street.

To explore its relevance today we asked 15 leaders from different businesses how developments in technology would affect their business in the next five years. Using ICA’s Technology of Participation (ToP) Consensus Workshop approach, they grouped their answers into seven main themes:

  • Collaborative working
  • Liberating structures
  • Empowered customers
  • Dynamic skill sets
  • Disruptive markets
  • New world of risks
  • Big data.

Transformation challenges to address

We then invited them to draw these themes and use their insights and imagination to create a synthesis picture in real time.

The textual list below presents information related to transformational challenges, while the picture conveys the same information visually.

Textual:

  • Always on and changing working patterns – timing and geography no longer blockages
  • Feedback is instant and we have to respond instantly
  • Enable paradigm shift in service design and operation – focus on understanding and improvement
  • Creating new skills to cope with technology change
  • Using data to inform decisions
  • Defining and mitigating new risks caused by over-reliance on technology
  • Identifying and responding to new competitive challenges

Visual:

What this gives the organisation is a visual representation of Digital Transformation and what it needs to do to navigate change.

To involve people in a conversation about how to respond to these challenges, the visual route represents an engaging starting point because it:

  • Invites people to interpret what is going on
  • Is easier to access (you do not need to understand jargon like “paradigm shift”)
  • Provides information more quickly
  • Leads to a less critical and more curious audience (lists invite a more critical, sceptical response).

Conversations around the visual

What is more important than the visual are the conversations around it; and they must be well facilitated. The visual becomes the focus for a conversation whereas questions draw people out.

For example, questions we used following the ORID framework of ICA’s ToP Focussed Conversation method include:

  • What can you see in the picture? What else? (Objective)
  • How do you feel about what you can see? Anything surprising, confusing? (Reflective)
  • Where do you see yourself fitting?  (Reflective)
  • What could this picture mean for how we work with each other and our colleagues in other teams? (Interpretative)
  • What risks do you think technology creates for us? (Interpretative)
  • How might we be able to mitigate these risks? (Interpretative)
  • How could we use new capabilities to provide better services for our customers? (Interpretative)
  • What does that mean we need to do differently? (Decisional)

In the meeting in which we developed this image, we asked the people in the room:

  • What strikes you (remember they had just co-authored this picture)? (Objective/Reflective)
  • Can you see yourselves in the picture? (Objective/Reflective)
  • What does this mean for how you work in future?  (Interpretive)
  • How does this affect your relationships with others in your business?  Outside your business? (Interpretive)
  • How will this affect how you manage change in the business? (Decisional)

Using pictures to lead the conversation around Digital Transformation

This led to some penny-dropping moments for people involved in the leadership of change. For example:

  • It is increasingly difficult to define and think in terms of “visions” as these rapidly become outdated in the face of global and disruptive competition.
  • Consultants working with clients are experiencing their own journey of change through the digital landscape and the relationship between client and consultant needs to shift from the expert to the consultative model (i.e. where facilitators operate most effectively)
  • This is also true of the relationship between customers and suppliers generally, but the changes are complex.  In some respects, the relationship becomes more transactional and customers interface with technology to get what they want.  This scenario sees people losing jobs as machines and robots take them over.  But in other respects, the roles become more demanding and complex as the relationship becomes more akin to partnering: when customers want help it is because the technology cannot address more complex challenges (notice the bridge between suppliers and clients that is itself on wheels and constantly changing)
  • The value of tangible, visual outcomes that can engage people more because they are visual, different and not prescriptive and that can convey some of the nuances and challenges of change (notice the trolls waiting to sabotage change work)
  • The widespread application for approaches like this (see below).

Rethinking how we think about change

We need to rethink the process of change. If we want people to let go of past practices we have to pay more attention to the way individuals respond to change. To encourage people to collaborate to define new practices, here are a few “must haves”:

  • Fun
  • Novelty
  • Laughter
  • Celebration of past achievements
  • Reflection time
  • Generating our own ideas
  • Feeling valued and connected

Using the Technology of Participation facilitation approach and visual thinking tools such as Big Pictures, we can create the kind of approach to collaboration needed to support transformation.

This approach is valuable in most change situations including:

  • Introduction of new technology
  • Mergers and acquisitions
  • New strategy
  • New strategy communication
  • Brand evolution or launch/relaunch
  • Design of new organisational processes
  • Defining cultures, behaviours and values

Michael Pounsford CPF (author) is the founder of Couravel, which works with clients to clarify and communicate purpose, vision and strategy, to design and deliver engagement programmes, and to develop the communication capabilities of leaders and managers. He is accredited under the NTL International Organisation Development programme and is the President of the UK Chapter of the International Association of Business Communicators IABC (2017 – 2018). He is also an IAF Certified™ Professional Facilitator.

Martin Gilbraith CPF (co-author) is an independent facilitator, trainer and consultant based in London. He is a Certified Professional Facilitator of the International Association of Facilitators, an IAF ‘Hall of Famer’ and former IAF Chair and IAF Europe Director. He is a former President of the Institute of Cultural Affairs International (ICAI), and an Associate and former Chief Executive of ICA:UK, the participation and development charity. He has been facilitating and training, specialising in ICA’s ToP facilitation methodology, since 1986.

Michael and Martin will be running a session on the power of visuals and ToP facilitation to encourage open communication at the IAF EMENA Paris conference on Saturday 14 October – see Leading the Big Conversation at #IAFEMENA17 in Paris and register now to join us!

They are also planning a session for members of the IABC and the IAF to learn from each other and gain reduced cost entry to each other’s events. See also When communicators become facilitators at IABC EMENA.


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

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

Leading the Big Conversation at #IAFEMENA17 in Paris

Join Mike Pounsford and me for our session at the upcoming 2017 IAF EMENA conference Boosting positive change – the power of facilitation, October 13-15 in Paris! Our session Leading the Big Conversation will be on the Saturday afternoon from 2pm.

This facilitated workshop will illustrate the Big Conversation process, and help you to explore your future using visuals and conversations. The Big Conversation supports the implementation of change by enabling teams to understand strategic goals and translate them to local actions. It uses visual approaches that are memorable, accessible and relevant. The workshop will be experiential, and illustrate this approach using insights and ideas generated by participants thinking about their own futures.

Like me, Mike is an IAF Certified Professional Facilitator and an enthusiastic user of ICA’s Technology of Participation. He is also President of IABC UK, the UK chapter of the International Association of Business Communicators. For more on our efforts to promote mutual learning and collaboration between facilitators and communicators and partnership between IAF and IABC, and on my session at the recent IABC Europe MENA conference in London, see Facilitating transformation: reviewing the past to prepare for the future at #EuroComm17.

See also Facilitation and Communication to lead ‘The Big Conversation’: Digital Transformation.

Register now to join us! I understand that IABC members are welcome to register for the conference at IAF member rates.


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

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

 

A welcome opportunity to pause and reflect this summer

This June completed my fourth year in business as Martin Gilbraith Associates Ltd, and in October it will be 5 years since I went freelance from ICA:UK. Following what has been a bumper year for client work, for the first time in probably 15 months I am looking forward to several consecutive weeks of desk time, free of delivering client contracts – and a holiday in August after that!

In the last 12 months, it turns out, I have delivered 26 contracts for 18 clients in 9 countries, involving 32 face-to-face and 3 virtual events and 24 facilitated processes and 11 facilitation training courses. That has involved 73 nights away from home, 18 in the UK and 55 abroad. No wonder it felt like a bumper year – that represents an increase of around 70% in client work compared to my first four years of freelance practice, and the contracts on average were larger too.

I have been fortunate and grateful to enjoy a diverse and stimulating, often inspiring, range of groups and contexts to work with this past year. Recent client contracts for facilitation have included large and multi-event, multi-stakeholder strategic planning processes with international NGO networks such as ICUU, Girls Not Brides and Eurochild (above), and smaller, relatively simpler strategy and planning retreats such as with CENTR, Wells For India, Lorensbergs and the Peel Institute. Also large and relatively complex and challenging international team meetings such as with Amnesty International and Oxfam OPTI, and a small but complex and challenging closed Ministerial Forum with the International Union on Tuberculosis and Lung Disease. Also a conference of activists on refugee and migration issues with Amnesty UK, and facilitated leadership development labs, face-to-face & virtual, for managers of Astra Zeneca. Facilitation training has included courses with civil servants of Ofgem and the Care Quality Commission, for agile finance software project managers of Santander and bereavement counselors of the Dove Service, and for diverse groups on public courses in London, Brussels, Geneva and Moscow. I lost some bids for work, and had to turn down some opportunities as well, but I wouldn’t have wished for any other workload.

It is no wonder then that I have spent less time on other things. My volunteer time has reduced since I completed my four year term as ICAI President in December, although since then I have somewhat increased my time growing IAF England & Wales‘ activity and leadership team and partnership with IABC.

Readers may have noticed that I have managed fewer blog posts (only 20 this past year from an average of 32 the past four), and only one of my “bi-monthly” free facilitation webinars – plus in May What does it take for people to align behind change? with Michael Ambjorn, published today by MILE Madinah on YouTube.

So, what do I hope to make of this opportunity to pause and reflect?

Mostly, I hope to take the opportunity to reflect and learn from this recent experience, and share some insights here on my blog – so watch this space!

I hope to review my recent years’ ToP facilitation training end-of-course participant evaluations, and launch an online survey to invite past participants to share something of what they have applied of their learning and how, and what difference their training has made to them and the groups they work with. I hope to draft and begin to post some more facilitation case studies from my facilitation work of this last year, and request further client feedback.

I hope to schedule one or two more free facilitation webinars for the autumn, and share a recording of one already scheduled for this month with IAF India – with Martin Farrell of IAF England & Wales, on the topic of co-facilitation (below).

I hope to catch upon some reading – next up after Penny Pullan CPF’s Virtual Leadership, Responsible Facilitation by Jim Campbell formerly of ICA Belgium.

Also, I have some advance preparation to do for delivery work in the autumn, including for my new IAF-endorsed Meetings That Work courses in London & Brussels in September, with Bill Staples of ICA Associates (book here). And I hope that my calendar for the autumn will continue to fill itself – so do feel free to contact me if you’d like to help with that!

In the meantime, I am hoping also to enjoy some more summery good weather, and all that goes with it – at home in London, at the WOMAD music festival later this month and in Sitges in August.

Wishing you an opportunity to pause and reflect as well when you can…


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

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

Adapt • Invent • Evolve: reviewing the past to prepare for the future at #EuroComm17

Thank you to everyone who participated in my plenary session Facilitating transformation: reviewing the past to prepare for the future at this year’s IABC Europe MENA conference #EuroComm17 in London today.

In the session I demonstrated a participatory approach for a group to review the past to prepare for the future, by applying the ToP Historical Scan method to reflect together on the journey of development of the communications profession.

Here I am sharing some links to some resources and case studies that I mentioned during the session, and perhaps some that I didn’t, plus (below) some some tweets from the session the timeline we created:

etf20

  • ToP Historical Scan (‘Wall of Wonder’) overview – pdf
  • The Art of Focused Conversation – book
  • Four steps to a universal principle of facilitation and learning – blog post
  • Facilitation case study: Celebrating 20 years with the European Training Foundation in Turin – #ETF20 – case study
  • Transformational Strategy: from trepidation to ‘unlocked’ – case study
  • Staff Away Day with George House Trust – case study
  • Reviewing the past to prepare for the future: #FacHistory in Copenhagen – blog post
  • #IAFEMENA17 conference, 13-15 October in Paris – IAF
  • ToP (Technology of Participation) facilitation training – blog
  • books and sticky walls – ICA:UK

Please share your own reflections in a comment below:

  • What can we learn from experience of the ever-changing and growing communications profession about how communicators might best adapt, invent, evolve and transform, as professionals and as a profession?
  • How might you apply this method, and facilitation more broadly, in your communications work?
  • What potential do you see for greater mutual learning and collaboration between facilitators and communicators, and for partnership between IAF and IABC?

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

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

Free facilitation webinar – What does it take for people to align behind change?

Are you interested to learn more about facilitation, and ICA’s Technology of Participation (ToP) methodology in particular – in a free, one-hour, interactive online session that offers an experience of virtual facilitation as well? Please join me for my new series of free facilitation webinars!

Register now on Eventbrite for the next session on October 17 (postponed from August 15) and register your interest on Surveymonkey for future dates & times and topics to be scheduled. To review past session recordings and other outputs, and for provisional future dates & times and suggested topics, see free facilitation webinars.


2 300x600What does it take for people to align behind change?

Monday 17 October, 13.00 BST 

In this session we shall explore what it takes for people to align behind change. This is the question that brought together 69 facilitation, communications and change management professionals over two one-hour twitter chats last October during International Facilitation Week 2015.

I shall be joined for this session by Michael Ambjorn, immediate past Chair of the International Association of Business Communicators (IABC) and one of my London-based co-hosts for the twitter chats; and again by Sunny Walker of the Virtual Facilitation Collaborative.

We will invite you to share some of your own experience and insights on what can be done to help people to align together to make change happen. We will share six top tips and tools that were shared during the twitter chats, and how the 4-level ‘ORID’ model of ICA’s ToP Focused Conversation method was applied to structure the process. We will share examples of practical application including how over 1,000 IABC leaders were engaged, aligned and activated to extend the organisation’s reach and deepen its impact.

A particular aim for the session, as for the twitter chats, is to bring together facilitation, communications and change professionals, and all those with an interest in these fields, to connect with and learn from each other and to make connections and foster broader collaboration between our associations and between our professions.

Feel free to tweet with the hashtag #FacWeekChat!


Each session in this series of free facilitation webinars will be hosted in Adobe Connect for a highly interactive learning experience.

Each topic will be addressed by a short case study or other presentation, supplemented by links to further online material for later reference. Sessions will apply tools and techniques of virtual facilitation to help participants to engage with the material and the presenter, and with their own and each other’s experience on the topic. A short technical orientation directly before the session will introduce the features of the virtual meeting room and the tools to be used. A brief closing reflection at the end of the session will invite reflection and learning on the facilitation process and virtual tools as well as on the content of the session.

For full voice participation in the session for a more conversational experience, microphone rights will be available to up to 15 participants who are first to login and set up their audio. Others will be able to listen and interact via their keyboard alone.


Register now on Eventbrite, and register your interests on Surveymonkey.

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

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

Join me for ToP facilitation training in Brussels in 2016!

MG ToP 2016 in BrusselsI am pleased  to announce six new public courses in Brussels for 2016. Please join me if you can, and share these details with friends, colleagues and networks who might be interested.

Now in their third year in Brussels, 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.  They are scheduled in pairs to allow 1, 2, 3 or 4 days of training at once, in April, June & November – read on for courses and dates.

Book online now  – for full details of each course, and to book, just follow the links from the course dates below.

I am pleased to offer discounted rates to voluntary organisations and independent professionals, and in particular to ICA colleagues, to staff and members of Social Platform and Concord Europe, and to members of IAFIABC & CMI. Please ask for details if you do not receive them through those channels.

Please contact me with any questions or for further details – including how to commission a tailored course for your group, and availability of scheduled public courses in the UK and worldwide. See also ToP facilitation training at your place – and free places for you!


Photo by Adam Swann

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


FC&CW method imagesGroup Facilitation Methods

Introducing the foundations of the Technology of Participation (ToP) approach, two powerful techniques for structuring effective conversations and building group consensus

2 days4-5 April, 27-28 June & 7-8 November 2016 in Brussels

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 PlannningAction Planning

Participatory planning for short-term projects and events 

1 day – 6 April 2016 in Brussels, 9 June & 20 October in London. (Sorry, 29 June in Brussels has been cancelled.)

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.


Participatory Strategic PlanningToP Participatory Strategic Planning

Bringing people together to create strategies for action

2 days – November 9-10 2016 in Brussels

“How can I enable my group to come to a common vision for their future? How can I help them make their vision happen by creatively addressing the root causes of the challenges that are blocking them, rather than focus simply on fire-fighting and problem-solving? How can I ensure a real sense of ownership, so that for once their plan actually happens?”

The course presents a structured long-range planning process which incorporates the ToP Consensus Workshop method for building consensus, the ToP Focused Conversation method for effective group communication, and an implementation process for turning ideas into productive action and concrete accomplishments. Those with more experience of facilitation, strategic planning or ToP facilitation may need no further support to apply the process effectively in their own situations, and for others the course serves as a powerful, experiential introduction to the process.


BOOK NOWor please contact me with any questions or for further details.

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

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