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.

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.

 

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.

Four hands on the steering wheel? Co-facilitation in action

Thank you to all who attended yesterdays’ facilitation webinar for IAF India, and especially to Preetha Raghav and the IAF India team for their invitation and support and to my co-hosts Martin Farrell of get2thepoint and Sunny Walker of the Virtual Facilitation Collaborative. It was a rich and engaging session for us, so I hope also for others. Thanks also to those who live tweeted on the #FacInd hashtag – a couple of their tweets are below.

Martin Farrell wrote “As we see some world leaders promoting division and hatred, facilitators’ skills of collaboration are ever more essential. Yes we practice listening deeply to our client’s needs, and engaging participants. To challenge ourselves, let’s also take our skills to the next level by practicing co-facilitation. There are great benefits and also great dangers.”

This highly interactive 90-minute session was hosted in Adobe Connect to offer an experience of co-facilitation in a virtual environment. We offered a framework and some tips and tools for co-facilitation, illustrated by a case study.

Session materials & additional resources shared include:


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.

Join a free facilitation meetup near you!

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

Join us online, and at one of our free facilitation meetups near you!

The International Association of Facilitators (IAF) is a participatory organisation with around 1,600 members in over 65 countries, and 40 local groups including IAF England & Wales (IAF E&W). As a professional association we set internationally accepted industry standards, provide accreditation, support a community of practice, advocate and educate on the power of facilitation and embrace the diversity of those who facilitate. To connect with others elsewhere in the world see IAF worldwide.

We are now over 400 ‘IAF facilitators & friends’ in three regional meetup groups, including over 65 members of IAF and 15 IAF Certified Professional Facilitators (CPFs), spread throughout England.

Everyone with an interest in group process facilitation is welcome, including facilitators and others who use or commission facilitation, and IAF members and non-members alike.

Please RSVP now for one of our regular free facilitation meetups near you:

RSVP now also for a special one-off meetup on June 15 in London with Dave Snowden of Cognitive Edge introducing Cynefin and implications for ‘complex’­ facilitation.

All three regional groups will join together again for an all-day, all-England & Wales meetup for International Facilitation Week, in Birmingham on Saturday 21 October.  Join & RSVP in whichever group is more convenient to you – London & SE, North or South West.

We are working with IAF to schedule an additional Certified Professional Facilitator assessment event in the UK in November or December – for more information and to express an interest with IAF, please follow the link.

Please take a few minutes to complete our online survey, if you haven’t already, to help to make IAF England & Wales and our free facilitation meetups more valuable to you in the future. A new IAF E&W leadership team of nine will meet face-to-face in late May, to review your responses and to plan ahead to grow and develop our network and activities further, so please let us know your feedback and ideas now.

Please connect with us online also, by joining over 140 IAF England & Wales facilitators & friends in our facebook group, and by following and tweeting with IAF England & Wales on twitter. Join us also in the UK Facilitation Network group on LinkedIn.

For further information or with any questions, please contact me.

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.

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.

IAF England & Wales facilitators & friends – please complete our survey!

iaf-england-wales-facilitators-friends-750x480

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

Please take a few minutes to complete our survey, to help to make IAF England & Wales and our free facilitation meetups more valuable to you in 2017. See below for a preview of the 8 simple survey questions, and please complete your responses at surveymonkey.

The International Association of Facilitators (IAF) is a participatory organisation with around 1,600 members in over 65 countries, and 40 local groups including IAF England & Wales (IAF E&W). As a professional association, we set internationally accepted industry standards, provide accreditation, support a community of practice, advocate and educate on the power of facilitation and embrace the diversity of facilitators.

If you have any questions about this survey or about IAF E&W, please contact me.

Thank you!
Martin Gilbraith, IAF E&W meetups organiser #IAFMeetUp


  1. First, please tell us about your connection with IAF E&W to date (please tick all that apply)
  2. Next, please tell us about your interest or experience in facilitation (please tick all that apply)
  3. Now please tell us what IAF events have you attended at least once in the past 2 years (please tick all that apply)
  4. What have you appreciated most about the events you have attended?
  5. What could have been better about the events you have attended?
  6. What different events, times or locations would encourage or enable you to attend, or attend more, in future?
  7. What other activities would you like to see from IAF E&W, or how else would you like to see IAF E&W develop?
  8. Please let us know where you are located – and, if you may be interested to help us to grow and develop our network and activities in 2017, your name & how to reach you.