Raising our ambition – a face-to-face meeting of the virtual ICAI Board

#ICAIBoard, May 2015 on Storify

Last week provided a rare and invaluable opportunity for the largely virtual Board of ICA International to meet face-to-face, in conjunction with the East & Southern Africa ICA regional gathering held near Arusha in Tanzania.  Click on the image above for the story of our meeting on Storify, featuring the real-time updates, photos and tweets that we shared during the week.

We travelled for up to 39 hours to be hosted in Tanzania, from Tokyo, Guatemala, Toronto, Chicago, London, Kiev and Lome. I am grateful to Charles Luoga of ICA Tanzania for hosting us and to Seva Gandhi of ICA USA for her logistical support, and to all involved for giving so generously of their time and energy, in spite of the long journeys.

We had last met face-to-face as a Board when three of us were about to begin our terms, in conjunction with the 8th ICAI Global Conference on Human Development in Kathmandu in late 2012. With the other five having just joined the Board from this year, and with some of us having never yet met each other in person, we felt it essential to make the effort to meet – notwithstanding the significant cost of time and money that would be required for what is a largely volunteer-driven network. I think that that investment will prove to be richly rewarded, and I hope our members will agree – I trust that they will be delighted that the meeting kept well within our tight budget as well!

Manyara National Park, TanzaniaWe met for four days, at a safari lodge near the Manyara National Park. On the fifth day we visited the park, and on the sixth we joined the first day of the regional gathering. That gathering continues to the end of this week, with four of us still present there.  We also were able to see something of the town of Mto Wa Mbu, and the nearby children’s home initiated and supported by ICA Tanzania.

Our aims for the meeting were to get to know each other, and to build team spirit and commitment; to broaden and deepen our shared understanding of ICA and ICAI; to agree strategy and plans for how we will work together as the ICAI Board for 2015-16; and to meet and learn about ICA Tanzania and the ICAs of the region. We also aimed to engage with the global ICA network remotely as we worked during the week, including by meeting virtually with our global communications teams and volunteer web developer to plan for implementation of the new ICAI website that we are developing.

Lisseth Lorenzo of ICA Guatemala in ContradictionsWe applied ICA’s ToP Participatory Strategic Planning process and the four levels of ORID to structure the week, and we shared the facilitation of the sessions. Day 1 was all about sharing Objective level data. We used the Historical Scan method to plot a shared history of ICA and ICAI, and then we reviewed the ‘State of the World’ of our membership by continent, our global governance and finances, and then the global ICA mission & values and the ICAI vision and ‘peer-to-peer’ approach articulated by the ICAI General Assembly in 2010.

Seva Gandhi of ICA USA leads Strategic DirectionsThe following three days were focused on articulating the Contradictions to that Vision (Reflective level) and developing Strategic Directions (Interpretive level) and Implementation plans (Decisional level) by which to address them. We confirmed our Board roles and reviewed our Board role descriptions as a prelude to implementation planning.

A highlight for me was the storytelling icebreaker that we invented at the start of the meeting, and returned to again and again – one of us would pose any question about ourselves or our involvement with ICA, and we would each answer it in turn. That turned out to be a simple but rich and insightful way to get to know each other.

It helped our process enormously that we used our own ICA methods, with which we were all quite familiar. Notwithstanding all that we found that we have in common, I was struck again and again by how differently we all think – that ‘human factor’ of culture at play!  That brought home to me just how valuable is face-to-face time together, especially for a largely virtual team.  I find it hard to imagine that we might otherwise ever have understood each other sufficiently to become effective as a Board or as a team in our 2 years together, let alone to raise our ambition for our service to the membership as we did.

ICAI global communications virtual meetingAs a largely virtual Board, and the leadership of a largely virtual global community, it was instructive also for us to experience the frustrations of slow internet access with which our African colleages have to contend so often when they join us in an online meeting.  We did eventually manage to connect virtually with our web developer and global communications team, and were very excited to see our draft new website taking form. We also managed to share some social media updates with the wider network during the week – but we quickly learned that if we all went online at once, when we returned to within wifi range at mealtimes, then we would all end up frustrated.

We were grateful for the virtual support and encouragement that we recieved from remote friends and colleagues, and appreciated every ‘like’ and comment.  I also enjoyed connecting on twitter with colleagues meeting at the same time at the IAF North America 2015 conference in Canada, sponsored by ICA USA, the ToP Network and ICA Asssociates. (I like to think that our photos of elephants and giraffes trumped theirs of elk and grizzly bears)

The subsequent regional gathering was attended by 17 Directors and staff of ICAs and partner organisations from across the region.  It began with a World Cafe conversation to get to know each other and our interests and asprations for the gathering, and then brief presentations from each of the organisations represented. The rest of the week was to be largely Open Space, ‘Sharing Approaches that Work’, followed by one day of strategic planning for the region.  I very much appreciated the opportunity to get to know some that I did not and to renew my acquaintance with others.  It seemed to me that the interchange within the region, and between it and the other regions represented by ICAI Board members, was very valuable.

ICA IAF collaboration with John CornwellI was also delighted that IAF Africa Director John Cornwell (also an ICA:UK Associate and for many years an ICA colleague in Africa) was there to lead a conversation on the potential for greater collaboration between IAF and ICA, at the local and the global levels, and to learn that the IAF Board is very supportive of that as I am myself.

I returned home energised and enthused myself, and excited by the prospects of a newly energised and enthused ICAI Board. Since January the Board is also enlarged from 7 to 8 members, with the very large Europe & Africa region now reallocated among three Vice Presidents (Europe MENA, East & Southern Africa and West & Central Africa respectively), and I think that too will be enormously helpful. I am encouraged by the increasing numbers of ICA partners and related organisations expressing an interest in joining ICAI as Associate members – including last week in East Africa, and also in Russia where I will be delivering ToP facilitation training next week.  I am looking forward to a growing and  strengthening global network, sharing ICA’s values, and supporting each other through peer-to-peer collaboration in our shared mission of ‘advancing human development worldwide’.

Full documentation of the meeting will be included in a new business plan to be finalised at our online Board meeting June, for approval at our online General Assembly on July 21.  In the meantime, join me in celebrating our new Strategic Directions!  In 2015-16 we will be…

ICAI Board 2015-16 strategic directions

To connect and to get involved, please like ICAI on facebook or follow ICAI on twitter!

Team-building and planning with EMERGE Manchester

This piece ‘from the archive’ was first published in ICA:UK Network News #5, January 1998. It was one of my first client contracts as a freelancer and ICA:UK Associate (the first time, before I was an ICA:UK employee).

It was early days also for Emerge,then just newly registered as a company and with an all-volunteer team. EMERGE now provides a full range of waste, recycling and confidential shredding services to businesses and schools, and promotes sustainable resource management by offering advice, information and educational services within the wider community.


Emerge

Emerge (East Manchester Environment and Resources Group) is a local community-based initiative operating in Manchester since early 1996 and involving a pilot door-to-door recycling scheme and a complementary arts and education programme.  Through a referral from Manchester LETS, I was invited to help facilitate a team-building and planning weekend for around 20 Emerge volunteers and associates, November 21-23.  The fee was negotiated in sterling and Bobbins (local currency).

In a couple of preparatory meetings in Manchester we agreed a schedule for the weekend that included a number of sessions to be facilitated by me using ToP methods, and sessions led by other guest speakers and facilitators, with me co-ordinating the overall event.  When the weekend came, we all descended by minibus on the venue, Stanford Hall Co-operative College near Loughborough – a beautiful stately home with woods and a lake, kindly donated by the Co-operative Bank and well worth returning to for future ICA events!

The weekend opened with introductions, a review of the group’s anticipations and the schedule for the weekend, and then a Wall of Wonder looking at key events of the period 1982-2007 at the levels of the world, the community recycling movement and the individual.  The “Evolution of Consciousness’, as the group titled this journey, progressed through periods of Consumerism, Realisation and Action to culminate in Sustainability by 2007 – an optimistic start to the weekend!

Saturday morning’s presentations from Urban Mines and the Community Recycling Network were followed in the afternoon by an outdoor team-building exercise.  Modifying the indoor Tower Game I learned in ICA Egypt’s annual International Development Practitioner’s  Exchange Programme, I had three teams gather organic matter from the nearby woods and each build a tower to be judged on the basis of height, strength and beauty.  The teams took their tasks quite seriously and produced some fantastic structures, and seemed to have lots of fun in the process.

Although participants were all involved in some way or another in the daily work of Emerge, many had not met or worked much together, so this was an important part of the weekend.  This was followed by a presentation from Emerge’s Arts & Education team and, after dinner, by a pub quiz.

Sunday was given over entirely to a six-month planning session using the ToP Action Planning method, the project being defined as – “a demonstration community recycling project, including education and awareness raising, to impact Greater Manchester’s waste disposal policy toward ‘Reduce Reuse Recycle’”.  Although the session took half as long again as I had anticipated, finally finishing around 4pm, the group’s energy was sustained throughout and they came away committed to a six month calendar of tasks assigned to new work teams and including regular follow-up sessions – and a long-term Participatory Strategic Planning to look at the next 3-5 years.

Matthew Adams of Emerge writes:

“Our first excursion as a group was a resounding success.  All in all we came away feeling more positive, more organised, with a better idea of where we are heading, and with realistic targets that can be achieved. Oh, and it was a good laugh as well!  Thanks to all those who helped out, including Martin from ICA – lets hope we can keep the momentum up, and see a cleaner brighter future around the corner”

Four members of Emerge subsequently attended the January Group Facilitation Methods course in Manchester.

Facilitation case study: Building a future together – broadening ownership in corporate planning

This piece ‘from the archive‘ is the story of a 12 month programme of facilitation training and capacity building support with a cadre of 80 managers, engaging over 1,000 stakeholders in developing a new 5-year corporate plan for Bron Afon Community Housing in South Wales. I led the contracting and co-design process and managed the project for ICA:UK as Chief Executive, and I supported ICA:UK colleagues Jonathan Dudding and Ann Lukens in delivering the programme.

The article was authored by Jonathan and Ann, and is posted here with their permission. It was first published by AMED in a special edition of its journal e-O&P, in a partnership I brokered for IAF to mark the 2011 IAF Europe conference in Istanbul. Extracts are reprinted below, and to read the full article please click on the image or go to Building a future together – broadening ownership in corporate planning.

A Visioning workshop, with over 80 people working individually, together and at tables, supported by Bron Afon facilitators

How do you develop a new plan for organisational growth and success and, at the same time, design a process which provides the opportunity for full involvement of the organisation’s members, staff, and partners? This article describes how we worked with a housing organisation on their year-long journey as they sought to develop a new corporate plan, build up an internal team of facilitators, and strengthen the members’ ownership of their future direction.

Involving all staff and client members in full corporate planning processes may seem to stretch the ‘need for consultation’ to its limits. However, in 2010, a community based housing organisation in Wales that is widely recognised for its community engagement strategy did exactly that. Bron Afon Community Housing wanted a corporate plan that was developed with maximum community, member and staff involvement; that enhanced the organisation’s capacity continually to design and facilitate participatory events; and that broke down the barriers between departments to provide more cohesive and integrated services to tenants. This is the story of how we co-designed and facilitated that project.

Penny Jeffreys, Bron Afon Learning and Development Manager, wrote:

“One of our aims in undertaking the project was to build capacity which we could use in the future and this has already been a proven positive outcome: the facilitation skills and techniques learnt and developed during the project have already been used in a number of other areas in the organisation. For example a workshop was held to identify and prioritise the support needs of our tenants to inform the future direction of this service using the trained facilitators and the process learnt which yielded really useful and comprehensive results.”

Shelley Hier, one of the Community support team facilitators,
said:

“The process came at just the right time – we had a year’s worth of data and using what we had learned, we were able to make sense of it all with our members group – coming up with an outcome that was clear, concise and (in the end) easy. The members really felt they owned it and in fact they said  it was the best thing we‘ve ever done at Bron Afon. They could see actions and ways forward – the result of us having better processes and understanding how to apply them in different situations.”

Jonathan Dudding is Director of International Programmes at ICA:UK. Jonathan has an MSc in Social Development Planning and Management from the University of Wales (Swansea) and a background in international development work in India, Zambia and Kenya. Jonathan specialises in the Technology of Participation, facilitating and training both in the UK and internationally; working with local partners to bring about change in Africa; and researching and developing new approaches to participation and partnership.

Ann Lukens, GroupWorks, is a facilitator, mediator, conflict practitioner and trainer. She has an MSc in Conflict Resolution and Mediation from Birkbeck (London), and has worked with and facilitated groups of all shapes and sizes to find ways to meet their needs and move forward in both exciting and difficult times. She has experience in Solutions Focus coaching and training, trains Mediators, Conflict Practitioners, and Facilitators and uses ICA ToP methods as a cornerstone of that work.

My facilitation stories, tips and advice on Meeting Tips Radio

Meeting Tips RadioMeeting Tips Radio is an online podcast that pledges “to share stories, tips and advice from the best meeting facilitators in the world, so you can improve your meetings, improve your career, and improve your life“.

The site is published by Meeting Tips Radio host and interviewer Reine Kassulker, based in Minneapolis USA. Many of the world-class facilitators he has interviewed before me are among those who developed ICA’s Technology of Participation facilitation methodology in the 1970-80s, and who founded the International Association of Facilitators in the early 1990s. So I feel honoured indeed to be included now in this distinguished company, and to be the first guest interviewed outside of North America as well.

To hear my own stories, tips and advice, click on the image above and then click play – or download to listen later. In the 43 minute interview, I share something of my experience of the recent ICA Ukraine PEACE Summit in Kiev, some of the challenges I have experienced in virtual facilitation, my own ‘universal principle facilitation‘ ORID, my approach to meeting preparation, and how I use social media in my facilitation and in my facilitation business. I also share some tips and advice for fellow facilitators just starting out in social media, and for people just starting out as faciliators. Also, not least, I share how to get in touch if you are ready to offer me a six-figure facilitation contract…

Do also check out the archive of fascinating previous interviews at Meeting Tips Radio – listen to Marilyn Oyler on the invention of the sticky wall, Sunny Walker on virtual facilitation, Catherine Tornbom on conflict resolution, Mirja Hanson on lessons from her book Clues to Achieving Consensus, Nathaniel Cadwell on Agile meetings and innovation games, Rebecca Gilgen on ‘stealth facilitation’, Deb Burnight on strategic planning, Irina Fursman on her work in Ukraine, Linda Alton on the origins of ORID and the ToP Focused Conversation method – and much more!

And on that six-figure contract… just contact me!

Evidencing facilitation competencies – reflecting on lessons learned

Building a future together: Broadening ownership in corporate planningThis ‘from the archive’ post is the essay I wrote for my IAF Certified Professional Facilitator (CPF) re-certification in 2012. I was reminded of it as I am now preparing a portfolio for my ICA Certified ToP Facilitator (CTF) assessment. This requires up-to-date evidence of all the IAF core competencies (broadly speaking), as well as of mastery in applying the core facilitation methods of ICA’s Technology of Participation (ToP). 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”.


I shall use the IAF competencies as a framework by which to reflect on and illustrate some of my professional experience and development since my CPF assessment in 2008.

A. Create Collaborative Client Relationships
Since my 2008 CPF assessment I have had the opportunity to lead the contracting and design of my largest client project to date, a 12 month process of facilitation capacity building and facilitated strategic planning delivered by myself and two colleagues [Jonathan Dudding and Ann Lukens] over 60 person days.  The project involved 90 manager trainees and around 400 staff and 1,000 members and other stakeholders of a community-based housing association in South Wales. It was later written up in an article Building a future together: Broadening ownership in corporate planning for the joint AMED & IAF Europe issue of the AMED Journal last year, and presented at the joint AMED & IAF Europe workshop in London in March 2012.

The contracting & design process itself comprised multiple meetings and project drafts over several months, but the investment in developing clarity and trust in advance proved invaluable to later success.  This whole process served to stretch and develop greatly my capacity for creating collaborative relationships with clients, and also with co-facilitators and partners. One key insight was the importance of frequent, regular face-to-face meetings between ICA:UK’s local Associate and the client’s internal project team as well as between myself and the client’s leadership.  Another related insight was to recognize that our intervention was but a small component of a much larger transformation process for the client, to which we could and did make a significant contribution but which we could not and need not fully understand or influence.

B. Plan Appropriate Group Processes
Since 2008 I have facilitated a second ‘Big Meeting’ for a user-led organisation of people with learning difficulties, the first of which served as the focus of my essay for my CPF assessment then (Evidencing facilitation competencies: planning with people with learning difficulties). This second event was conceived by the client as a ‘planning party’, in order to better engage participants than would a straightforward facilitated planning session, so atmosphere and drama were key to success.  This was achieved with the aid of plenty of games, balloons, cakes and craft materials, through a process designed collaboratively with the client.

In working with 60 academic researchers more recently in May of this year, the key was to allow plenty of time and space for participants to engage in lengthy, free-ranging and in-depth discussion in small groups. I was able to achieve this by giving them free reign of the beautiful and sunny botanical gardens adjacent to the venue for their small group sessions.  In spite of some resistance to what some perceived as over-simplification and dumbing down of complex issues, I was also able finally to bring the group to a collective conclusion in order to meet the needs of the client.

C. Create and Sustain a Participatory Environment
I made a point of developing experience and skills in virtual facilitation since my CPF in 2008, by selecting relevant sessions at each IAF conference attended and also by attending an 8-week virtual training course in ToP facilitation (Virtual Facilitation Online).  I have also had plenty of opportunity to practice virtual collaboration through my roles with the global IAF Board, and through participating in increasingly regular and sophisticated online global gatherings of members of ICA International (eg: ICAI online regional gatherings facilitate peer to peer support and collaboration). As a result I am increasingly proficient in the use of a variety of virtual tools myself, and my raised awareness of what is now possible encouraged me to lead the Board in scheduling IAF’s first online Annual Members Meeting later this year and procuring technical support through an open and competitive tendering process.

I have also made a point since 2008 of further exploring approaches to conflict, including by selecting conference sessions accordingly, by reading on conflict resolution and by some involvement in ICA:UK’s partnership work developing the Kumi method for social transformation in conflict situations on which I presented at the IAF Istanbul conference.  I am not aware that my facilitation practice has changed significantly as a result, but I certainly feel more confident in relation to conflict.

D. Guide Group to Appropriate and Useful Outcomes
I have experimented with a number of new tools and techniques since 2008.  In addition to virtual approaches mentioned above, these have included the suite tools of ICA’s Organisational Transformation course, which was new to me when I supported Bill Staples of ICA Associates to deliver it as a pre-conference course at the IAF Oxford conference in 2009. I have subsequently been able to apply some of these with success within ICA:UK and with ICA:UK clients as well.

I have adapted and applied multiple approaches in combination, including for example ToP, Open Space and Solutions Focus with the South Wales Housing Association mentioned above; and ToP and world café with a number or clients. I adapted a well-known ice-breaker to create on the hoof “Just one lie” for use at the IAF Board meeting in London in 2011, and subsequently wrote it up and contributed it to the IAF Methods Database and Global Flipchart Method of the Month [see Creativity in facilitation, and Just One Lie].

E. Build and Maintain Professional Knowledge
Since applying to join the IAF Board and take my CPF assessment in 2008 I have read through all the back issues of the IAF Journal and the IAF Handbooks and a number of other facilitation titles as well.  I have attended two IAF conferences each year.

My IAF Board roles have helped me to expand my professional network and relationships greatly, which has been enormously valuable for my learning and professional development.  This has also been aided by my increased use of social media in the last few years, particularly LinkedIn and twitter, which I find invaluable sources of new material of interest as well as new personal and professional connections.

In drafting this essay 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!  I have plans to start blogging regularly so I hope that will help greatly [Welcome to my new website and blog!].

In my forthcoming freelance career I am looking forward to focusing my professional practice more on the international development and humanitarian sector, and to the opportunities for learning and development that that will afford me.

F. Model Positive Professional Attitude
Since I have begun inviting professional recommendations via LinkedIn, I am proud that values professionalism and integrity have been referred to repeatedly.

I am excited as well as somewhat apprehensive to have given notice to step down from my role as Chief Executive from the end of September, after 16 years with ICA:UK [A new transition for ICA:UK – and for me], with a view to working freelance as a professional facilitator and facilitation trainer for at least some time.  With my IAF Chair role ending soon as well, in December [Reflections on a term as IAF Chair], I am relishing the prospect that my reduced responsibilities might allow more time for reflection and learning, and exploration of new opportunities and new avenues for professional development and service.