The Power of Facilitation and Communication in partnership – your insights!

Free facilitation webinar - the Power of Facilitation and Communication in partnership #FacPower #ETF20Thank you again to everyone who participated in this week’s free facilitation webinar The Power of Facilitation and Communication in partnership – here below you will find the session recording, presentation slides and other resources shared.

If you did not attend, and even if you did, please do share something of your own experience and insights in a comment below:

  • Where & how have you used facilitation & communication skills and tools in partnership with each other?
  • What stories, examples or references can you share to illustrate how facilitation and communications competencies (and facilitators and communicators themselves) can support and add value to each each other?

All those who registered for the session will receive the final draft of our book chapter by email next month with an invitation to share any further feedback or input before publication – please contact me to let me know if you would like to be added to that list, or removed from it.  Of course, we will be please to credit you for any contribution that we use in the chapter – thank you!


In this session we explored the intersect between communication and facilitation, and the power of applying the professional skills and tools of facilitation and communication in partnership with each other.

I was joined for this session by Michael Ambjorn of AlignYourOrg; and again by Sunny Walker of the Virtual Facilitation Collaborative.

Michael and I are currently working on this theme to draft a chapter for a forthcoming book that aims to showcase the power of facilitation in various fields and contexts. The shorthand for the book project is #FacPower, and chapters are being authored and illustrated by a global team of expert facilitators and visual practitioners from all around the world.

We have been exploring this intersect between facilitation and communication, and working to build bridges and promote learning & collaboration between the two professions and their professional associations, since around 2013 – when I had just completed a term as Chair of the International Association of Facilitators (IAF) and Michael was just embarking on a term as Chair of the International Association of Business Communicators (IABC). We were joined by members of both associations and both professions, and others.

We shared insights and stories from our own experience and others, from both professions, on how facilitation and communications competencies (and facilitators and communicators themselves) can support and add value to each each other. Just one such example that we drew on (which won awards from both IABC and IAF) is #ETF20.

We invited you to share your own reflections, insights and stories as well – for you to learn from each other during the session, and perhaps also (with permission and attribution) to contribute to the chapter and help to bring it to life.

We also sought to demonstrate what we are talking about, through co-creating with you a highly engaging and interactive online session – the power of facilitation and communication in partnership!

The session, like the chapter, drew on IABC’s Global Standard of the Communications Profession and IAF’s Core Facilitation Competencies.

Session materials & additional resources shared include:


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.

Free facilitation webinar – What do facilitators do, really?

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 the next in my occasional series of free facilitation webinars!

Register now on Eventbrite for the next session on September 21 and register your interest on Surveymonkey for future topics to be scheduled. To review past session recordings and other outputs, and suggested topics, see free facilitation webinars.


What do facilitators do, really?

Thursday 21 September, 15.00 UK time 

In this session we shall explore the various dimensions of the role of the facilitator.

As our starting point we will refer to the 4-minute video “What do facilitators do, really?“, which describes three dimensions of the role in terms of the metaphors of architect, pilot and guide.  We will refer also to the Core Facilitator Competencies of the International Association of Facilitators, the foundation of the IAF Certified Professional Facilitator (CPF) accreditation, and to the IAF Statement of Values & Code of Ethics.  See also my own blog post What is facilitation, and how it can add value?

I shall be joined for this session by Beatrice Briggs CPF of the International Institute of Facilitation and Change (IIFAC) in Mexico, creator of the video; and again by Sunny Walker CPF of the Virtual Facilitation Collaborative in the USA.

We will invite you to share some of your own experience and insights on the facilitator role, and to respond with us to questions that are raised. We will apply the 4-level ‘ORID’ model of ICA’s ToP Focused Conversation method to structure the session, and we will share resources on that.


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

Each topic is addressed by a short case study or presentation, supplemented by links to further online material for later reference. Sessions 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 are available to up to 15 participants who are first to login and set up their audio. Others are 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 my free facilitation webinars online, and IAF England & Wales’ free facilitation meetups in London and elsewhere.

Evidencing facilitation competencies – four years on

CPF pinThis is the essay I wrote and submitted for my IAF Certified Professional Facilitator (CPF) re-certification in October, which has just now been approved. The requirement of the essay was to “link lessons learned since your original certification date 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”.


In my 2012 recertification essay Evidencing facilitation competencies – reflecting on lessons learned I wrote “I have learned that I need to become more methodical in maintaining a record of my professional development in order to more easily and effectively renew my CPF in four years from now!”  Soon after that I established a spreadsheet to track contracts and events delivered and bid for, and clients and other relationships maintained, and I began a blog to publish and archive recommendations, case studies and other writing. As a result, I can now write with some confidence that, in four years since recertifying and going freelance in October 2012, I have delivered 62 contracts to 41 clients in 16 countries, involving 77 face-to-face and 13 virtual events and 52 facilitated processes and 38 facilitation training courses.

I shall use the IAF competencies again as a framework by which to reflect on and illustrate some of my professional experience, learnings and development in these past four years.

A. Create Collaborative Client Relationships

Beirut seafront 525x296I have continued to design and deliver longer and more complex processes with increasingly diverse and international clients groups. Increasingly these have involved virtual as well as face-to-face facilitation. Examples include a 9-month programme of member engagement and strategic planning with the International Council of Unitarians & Universalists (see UUA blog); a ‘One Country Strategy process’ with Oxfam in Lebanon (see case study) engaging around 150 stakeholders and multiple Oxfam affiliates; and an online conference “Economics of Climate Change Mitigation Options in the Forest Sector” with FAO for over 1,600 international experts (see case study).

Increasingly I find I am contracting remotely with overseas clients for multi-event processes that enable a launch event to include an element of co-design for later phases, for example in strategic planning with the Nansen Centre for Peace & Dialogue in Norway and with SSCL in Lebanon. Increasingly also I find that I am undertaking more complex contracting processes with more complex configurations of stakeholders. For example, collaborative design of a team retreat with the 60 staff of the Amnesty International Europe & Central Asia Regional Office this year engaged a fluid and semi-virtual working group of from 6-12 self-selecting group members over several meetings over several weeks. John Dalhuisen, my client for that retreat, wrote in a recommendation “Martin… will help you structure a meeting and think carefully about what you want from it.  Then he will get it for you.”

case study: Celebrating 20 years with the European Training Foundation in Turin – #ETF20I continue to work solo with my clients very often, but also as appropriate with a co-facilitator, as with Our ETF, a Journey Together in Turin, or with a larger team. I was one of 6 international and 14 Ukrainian facilitators to co-design and facilitate the Ukraine PEACE Summit with ICA Ukraine in 2014, for 250 delegates from local government, business and civil society from the 27 regions of Ukraine to “dialogue on ways to solve issues locally, restore goodwill among all peoples of Ukraine and establish greater regional and city control while strengthening the country of Ukraine”. With Initiatives of Change I provided design and facilitation support to the international conference team of around 8 for the Addressing Europe’s Unfinished Business conference at Caux, Switzerland (see recommendations).

B. Plan Appropriate Group Processes

I think the size as well as the diversity of my clients and groups has grown in the last four years. One of my aspirations for going freelance was to work more internationally, and now in fact most of my work is international. My clients have begun to include larger international NGOs, UN & EU agencies and global corporations as well small charities, social enterprises and consulting firms. I have worked much less with the UK public sector than before, perhaps in part as a result of public spending cuts in recent years.

My clients tell me that they appreciate my capacity work effectively with diverse groups. Eve Geddie wrote in a recommendation  “As a diverse, transnational, multilingual membership network, successful meetings are key to our internal and external successes. Many of our staff mentioned Martin’s [facilitation] training as a highlight in their end of year reviews – several said it was the most useful training they had ever attended”.

This week for the first time I facilitated with an international group of nine Health Ministers and ministerial representatives plus key advisors, in a one-day, closed and off-the-record Ministerial Forum as part of the 47th Union World Conference on Lung Health. In preparing the processes, time and space to be appropriate to this group and its needs I found myself departing significantly from my more typical facilitation practice. The meeting was not documented, and involved no writing or visuals except one wall poster and copies of the aims, agenda & delegate list.  The room layout and process allowed half of those present to attend as observers and advisers to individual participants, rather than as participants themselves, and protocol was carefully observed in the seating arrangement and speaking order.  The process involved several series of brief presentations followed by questions and discussion and interspersed with short breaks and opportunities for country delegations to confer among themselves. Participants remarked afterwards on the high level of interaction, hard work and accomplishment they had achieved together.

C. Create and Sustain a Participatory Environment

Case study: How engaging can a large facilitated online session be?In a blog post titled How engaging can a large facilitated online session be? I reflected on that question relative to my experience of an online conference designed and facilitated with FAO, involving over 1,000 participants in six 2-hour sessions over a  four week period. This turned out to be a steep learning curve for all of us in many respects, but the conclusion was largely very positive. My FAO clients joined me in sharing something of our experience in one of my free facilitation webinars.

I have found myself working more and more confidently with conflict in the past four years. This had been an explicit goal for myself in the previous four since my initial CPF assessment in 2008. The Ukraine PEACE Summit is an obvious and extreme example where conflict was front and centre in context and design, but many strategic planning and other processes I have facilitated in recent years have involved a more or less explicit element of conflict to be addressed. Several others have also involved conflict very directly in the context and content of the facilitation, for example working on strategic planning with Oxfam and SSCL in Lebanon in the context of the Syria crisis, with the Nansen Centre for Peace & Dialogue in Norway and with the Initiatives of Change Addressing Europe’s Unfinished Business conference at Caux, Switzerland.

Working with interpretation in multi-lingual groups in recent years has stretched my communication & listening skills and my capacity for developing rapport with groups. I have found working with consecutive interpretation in Russia and Ukraine to be less of an obstacle to understanding and rapport than working with simultaneous translation between multiple languages, such as at IofC’s Caux conferences in Switzerland.

D. Guide Group to Appropriate and Useful Outcomes

ORIDICA’s Technology of Participation methodology continues to serve me well as the foundation of my facilitation approach, to the extent that I have blogged and presented on the ORID model of ToP in Is there a Single, Universal Principle of Facilitation?  The presentation, shared at several IAF conferences & meetups, includes examples of how I have applied ORID in session design to produce a naturally flowing, focused and productive process, often in conjunction with other methods & tools of ToP and other approaches including World Café, Open Space and twitter chats.

E. Build and Maintain Professional Knowledge

Since 2012 I have attended 14 international conferences & regional gatherings of IAF, ICA & other Associations. In 2014 I led a six-month collaborative process, online and face-to-face at IAF conferences, to develop a collective story of facilitation as IAF celebrated its 20th anniversary –  Celebrating the development of facilitation – world-wide and history long. I have tweeted for International Facilitation Week @FacWeek since its inception in 2013.

What does it take for people to align behind change?I have organised IAF England & Wales free facilitation meetups since 2015, and I have attended, hosted and facilitated at dozens of IAF E&W free facilitation meetups in London and elsewhere since 2013.  I have pursued and promoted interdisciplinary learning and collaboration among facilitation, communications and change management professionals, and between members of their Associations IAF, IABC & CMI – see What does it take for people to align behind change? and Power to the People, and the power of facilitation and communications in partnership.

Cast Study: IAF Facilitation Impact AwardI was awarded ICA Certified ToP Facilitator status in 2016 after an extensive process of reflection, documentation and assessment to evidence my ToP methods competencies in addition to core facilitation competencies. I won an IAF Facilitation Impact Award in 2015 for Our ETF, a Journey Together. I was inducted into the IAF Hall of Fame in 2014.

F. Model Positive Professional Attitude

I have practiced self-assessment and self-awareness through my blogging and through my CTF certification, as for example in Facilitation ethics and values – where do you draw a line?  In that blog post I gave examples of when I have declined opportunities to facilitate where I felt my integrity required it.

On my website and routinely in proposals I declare that “As a Certified Professional Facilitator, my clients are assured that I uphold the IAF Code of Ethics and that I demonstrate the full range of core Facilitator Competencies.”


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 ethics and values – where do you draw a line?

no go zoneMembers of the International Association of Facilitators commit to upholding the IAF Code of Ethics. The code was the result of a 4 year collaborative development process of the IAF Ethics & Values Think Tank, and was adopted in 2004.

I find the code a helpful tool to support me in reflecting on my own practice and values as a facilitator, and I have been referring to it again as I have been preparing my portfolio for ICA’s Certified ToP Facilitator (CTF) assessment – see also Evidencing facilitation competencies: reflecting on lessons learned. However, it does not provide an easy blueprint for what you should and should not do as a facilitator. It is not as simple as that – there are sometimes ethical dilemmas to negotitate.

Where do you draw a line, based on your own ethics and values, beyond which you are not prepared to go as a facilitator?  Perhaps more problematically, how do you negotiate the drawing of such a line with your client and group, especially when a contract or a facilitated process is already underway?  There are no right  or easy answers, but as IAF Chair Kimberly Bain writes in her new Reflective Ethical Facilitator’s Guide:

“As facilitators we are architects of trust. We owe it to our clients to act with an informed appreciation of the ethical issues and competencies needed to help groups build consensus and produce meaningful outcomes”.

One precaution I take is to try to communicate my professional boundaries clearly well in advance, just as many facilitators aim to establish ground rules at the start of a session. I have found an easy and helpful way to do that is to include in my proposals a simple and positive statement (with hyperlinks included) to the effect that: “As a Certified Professional Facilitator, my clients are assured that I uphold the IAF Code of Ethics in my work, and that I demonstrate the full range of core Facilitator Competencies. Nevertheless I can recall occasions in which I have had to draw a line.

In one case, it took a series of contracting meetings with increasingly senior officers in a local authority before I was able to understand what was the unspoken aim driving the event that I was being invited to design and facilitate. Ostensibly the event was for a variety of stakeholders to share and learn from experiences of what was working in tackling a particularly intractable social issue in the borough, and to plan next steps for collaborative action. The covert aim, however, as it was eventually disclosed to me in hushed tones, was to convince and reassure senior officers and elected members that the Council’s approach was working just fine and was not in need of review. The 80 delegates had been invited to participate in order to be guided to this pre-determined conclusion.

I responded, in hushed tones myself and as tactifully as I could, that that was not something that I would be able to help with as a facilitator. As the code makes clear, “As group facilitators, we practice stewardship of process and impartiality toward content”. I explained what I could offer instead, and drafted and submitted a proposal on that basis. My cover note stressed: “How I can help is to design and facilitate an event that enables poeple to share their views and perspectives in such a way that they feel heard and understood, and that they have contributed meaningfully to something that will make a difference; but I will not be seeking to ensure that they reach any particular conclusion”.  My proposal was not accepted, but privately I was thanked for having helped to surface an issue that had been concerning officers involved.

In another case, my proposal had won a competitive bidding process and I had had been awarded a contract for a team to design and facilitate an extensive community consultation process over several months. At our first team meeting with the client to plan for delivery of the contract, the client insisted on a more extensive process than we had proposed, and in a shorter timeframe. When I suggested that it might not be possible for us to deliver an appropriate quality of service under such constraints, I was advised that we were committed under the terms of the bidding process to deliver and that these would be the constraints.

Following a long and late discussion among the team that evening after the meeting, I wrote to the client the next morning to advise that with regret we were withdrawing our proposal. As the code makes clear, “It is our responsibility to ensure that we are competent to handle the intervention”. The client was unhappy, to say the least, and felt that we had reneged on a contract and left them in the lurch at the last minute. We learned later that they had said as much to another of our clients.  On balance, however, we felt that we had done the best thing that we could have done in the circumstances.

Where do you draw a line, and how do you negotiate such a dilemma?


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

Register now on Eventbrite for my free facilitation webinars, and for my regularly scheduled ToP facilitation training courses in London and Brussels.