From the Archive: a 2001 online Focused Conversation on ICA:UK values

ICA:UK AGM, December 2000 at Wick Court Centre

This piece ‘From the Archive’ is reprinted from ICA:UK Network News #15, November 2001 (p18). Around 30 ICA:UK members participated in this early application of the ToP Focused Conversation method to the emerging practice of online facilitation.

The conversation took place asynchronously over several weeks in November 2001. Also reprinted below are the questions used and a summary of responses. Members attending the annual Network Gathering in Ludlow in December 2001 drew on these responses to articulate a values statement that was approved by the ICA:UK Board in January 2002. That statement has stood the test of time, and remains current today – see About ICA:UK.

The new 2020 ICA:UK Online Focused Conversation Series offers a series of taster sessions led by different ToP facilitation trainers, examining and exploring different topics and also demonstrating the application of the ToP Focused Conversation Method online. See my own May session Taking your event online: what could possibly go wrong?, and register now for my June session How engaging can your online session be?

ICA’s Focused Conversation method began life as the Artform Method of the Ecumenical Institute in the 1960s. Historical documents are now available in the Facilitation Methods Collection of the ICA Social Research Center, newly unveiled this week by the ICA USA Global Archives project.

See also the importance of values in facilitation – #IAFpodcast FS7.


On-line conversation: ICA:UK values

Duncan Holmes in Toronto & Martin Gilbraith in Manchester

As a member of ICA:UK, you are being invited to participate in an online participatory process to discuss the values ICA:UK needs to hold as it moves into the future. This discussion has been initiated by the Board of ICA:UK. We will be using the ToP-on-line tools developed by ICA Canada. This will be an opportunity to explore these tools as well as discuss an important topic. We hope the on-line tools will promote discussion between members during times when we are not meeting face to face.

Duncan Holmes of ICA Associates Inc. in Canada is facilitating the online process. ICA Associates Inc. has a suite of tools to use. The process we will be using this time, asks you to go to the ToP-on-line web site and answer the questions that are there. You can go to the site as often as you want. You can add answers any time you want – either because you have thought of new ideas or you want to respond to something that has been said by another person.

Context for the Discussion

ICA:UK was incorporated last year. As ICA:UK becomes an employer and prepares itself for further growth and development, there has been a concern expressed on a number of occasions that we articulate what values we hold as ICA:UK, in order that these may guide our growth and development and so we may be careful to stay true to them.

In deciding to become an employer, the Board expressed a concern that new employees recruited from beyond the membership be expected to share and adhere to ICA:UK’s values. At the recent ToP programme strategic planning event, ToP Associates identified an ‘ethic of participation’ as distinguishing ICA:UK from other proponents of participatory methods, but felt that this was poorly understood or appreciated within ICA:UK, and especially among clients & partners. On both occasions it was felt that ICA:UK has values that are distinctive and important, and that it is time to articulate them for our own benefit, and for that of ICA:UK and its development.

The rational aim of this discussion is to elicit perspectives of ICA:UK network members on what values they discern and appreciate in ICA and its work; ultimately, to articulate a values statement to guide ICA:UK’s organizational & programme development, and against which to be held accountable. In participating in this conversation you may find yourself considering your relationship to ICA and to each other at a deeper level than programme or even policy. We hope to plumb the depths of what ICA means to members and what it stands for.


What values do we hold as ICA:UK?

Summary of responses, November 23rd 2001

1. What first attracted you to become involved with ICA or to become re-involved if your interest lapsed?

Most members were first attracted to ICA by the opportunity to volunteer overseas in a grassroots community development project. Others were attracted by the participatory facilitation skills or referred by someone they knew well. Members stayed involved because of the emphasis on Civil Society, Participatory Values and the global mission and spirit dimension of ICA. The quality of the training, the opportunity to stay connected with like minded people, and the opportunity to learn about life are also contributing factors to members continued involvement.

2. What have been some most meaningful events or experiences for you, in your involvement with ICA?

The most meaningful events and experiences have been Volunteer Training events and the international volunteer experience; visiting other ICAs and attending global ICA events that broadened one’s understanding of ICA; taking facilitation courses and being able to immediately use the tools; being part of an ICA training team; being welcomed at other ICA UK network events and being involved in a network/team of people who are making a difference in many different ways. Members also appreciated events that have grounded their understanding of ICA and its role.

3. When have you felt ICA addressing something of great importance to you? Describe it briefly.

Members felt ICA was addressing something of real importance during programmes that challenged their life direction or reminded them that they individually and collectively could make a difference; during ICA training and facilitated events where people realize the value of their own wisdom and potential; and when talking about real life issues and the ICA approach to those issues.

4. When have you discerned a fundamental characteristic of ICA that distinguishes it from other organizations or networks that you have known?

The fundamental characteristic of ICA that distinguishes it from other organizations or networks are: the consistent focus on Process and Participation; ICA’s focus on the personal responsibility and the development of the individual; and the belief that each individual has a valid contribution to make. There is a movemental feel to the organization. The values and beliefs are aligned in every aspect of the organization. The spirit dimension and understanding allows the organization to focus on asking the right questions and not just on having the right answers

5. When have you felt a fundamental tension or mismatch between you & ICA?

A fundamental tension or mismatch was felt between the members & ICA around ICA’s language, the cost of the VFC; and when we spend time on policies and procedures. There is also a tension when we consider working in areas that appear to be in conflict with our values and when I feel out of alignment with the values I know ICA holds. As a new person on the journey of development, a member experienced tension.

6. What is there fundamental about ICA that it is important not to lose?

As ICA UK goes forward it is important not to lose the fundamentals of: Value based methods and approaches that provide people with effective ways of working together; individual and personal responsibility within the larger collective whole; recognition of the uniqueness of each individual; maintaining a global & historic perspective as a context for our actions at the local and international level; the valuing of individual and organizational honesty and trust;the engagement of the spirit dimension in life; and the sense of belonging to a team.

7. What are other key words or phrases that describe the uniqueness of ICA:UK and you would like to see included in a statement of values?

Other key words and phrases to describe the uniqueness of ICA:UK are: Participation Concerned with the human factor in development Local and international network Addressing the spirit of people Learning, sharing, questioning A commitment to tackling injustice and inequality in a way that values and welcomes diversity The individual and collective responsibility, within the group and in life.


See also about me, how I work, who 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 also for my regularly scheduled ToP facilitation training courses in London and Brussels, and now also online.

Evidencing facilitation competencies – CPF | Master

This is the essay that I wrote and submitted for my IAF Certified Professional Facilitator | Master (CPF | M) re-certification in December, which has just now been approved.

The requirement of the essay was to “link lessons learned since your last re-certification 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”.

As in 2008, 2012 and 2016, I use the IAF competencies as a framework by which to reflect on and illustrate some of my professional experience, learning and development – this time in the four years since 2016.


A. Create Collaborative Client Relationships

I have continued to deliver around 20-25 contracts per year for around 15-20 clients, most face-to-face and some virtual or involving some virtual component – see Reflecting on another year of freelance facilitation. In recent years the balance has shifted from around two thirds facilitation and one third facilitation training to about half and half.

I have continued to work with international NGOs, foundations, associations, networks and alliances, and a few others, largely in Europe and the Middle East and particularly in London and Brussels. However, this past year has seen the return of UK local authorities and multi-sector partnerships, after many years working with such clients on behalf of ICA:UK in the 2000s. New fields for me this past year include agile coaching, software development, Results Based Management and remote team working.

After working mostly with other facilitators in my early career, I continue now to work mostly solo. However, I have enjoyed being stretched by new co-facilitation experiences in recent years. These have included working as lead facilitator for one of 6 teams of 3 (lead, co-facilitator & graphic recorder) each with a sub-group of around 35 delegates at a two-day conference of over 200 – with Lorensbergs for the New Shape Forum of the Global Challenges Foundation (featured image, above); and as a remote virtual co-facilitator supporting a few remote participants to an otherwise largely face-to-face meeting – the latter was one of many topics I covered in a recent interview with SessionLab published this month.

Much of my work in recent years has been relatively short-term and small scale, involving a single event of one or a few days or a series of two or more over a few weeks or months. One recent example of a multi-session process was with Oxfam OPTI, involving design and facilitation of a series of consultation & consensus building workshops to engage over 100 staff of 4 Oxfam affiliates based in Jerusalem, Gaza & Ramallah in operationalising a new One Country Strategy and Country Operating Model – see case study.

A longer process and more complex multi-session process was with Eurochild, involving process design and facilitation over 6 months to help to engage around 170 member organisations in developing a new strategic plan, including with around 100 member representatives at a General Assembly meeting and with 20 Board members and Secretariat staff at a 2-day planning retreat in Brussels – see case study & video.

Since 2018 I now offer the ToP Facilitating Client Collaboration course, one of the IAF-endorsed ‘ToP Facilitation Essentials’ series, which covers this competence in some depth.

For many years I have routinely gathered participant and client feedback at the close of each workshop, course or project. In 2017 I reviewed and analyzed such feedback from ToP facilitation courses, taster sessions & webinars over the previous 5 years since I went freelance – 47 training courses, 13 conference & meetup taster sessions and 7 webinars reaching a total of 1,089 participants – and began routinely to invite feedback from training participants and facilitation clients also 3-6 months after each event or project. This has resulted in 71 online survey responses received so far, and a number of client recommendations:

Neil Mehta of Water Wisdom UK wrote in July 2019: “Martin is a highly experienced and professional facilitator whom I’ve worked and collaborated with over several years in two of the charities I have led. Martin has facilitated a number of strategy retreats for our teams. He helped us think through how to successfully design and document a 3-year strategy as a collective resulting also with a clear 12-month KPI to execute for the executive/operational team. A real star.”

B. Plan Appropriate Group Processes

A regional team retreat for an international non-profit, for 60 staff of 5 country offices in Sicily in 2018, was to be held in a venue provided in-kind by a partner organisation in the old city of Syracuse.

Syracuse Institute

It turned out to be a beautiful and inspiring venue, entirely appropriate in terms of the group and the content of their work – but less so in terms of facilitation process. The Institute is housed in a restored 16th century church, a listed building with peeling walls filled with precious art and whose only large plenary room is a lecture theatre with fixed rows of seats facing a raised stage with a giant and immovable oak table in front of a screen.

It was clear that there would not be an option to use any alternative venue, so I began to wonder what sort of process could I use to turn to advantage these features that I might otherwise consider disadvantages for the sort of team-building, learning & planning that was called for.

I had recently been introduced to the Interview Matrix method at the IAF Ottawa conference, so decided to use that for a vision workshop where I would otherwise have used the ToP Consensus Workshop method with a sticky wall. I find that the Interview Matrix is not as powerful for consensus-building, but it was quite adequate for this occasion. It allowed the group to work half the time interviewing each other in changing pairs, in and between their fixed rows of seats, and the other half discerning patterns in the interview data in groups of 10-15 in smaller breakout rooms.

I had also been recently introduced to Mentimeter, at the IABC EMENA Copenhagen conference, so I decided to use that for group introductions and brainstorming in the opening and other plenary sessions. There was no alternative to sitting in rows facing a screen, so the group made use of the screen and their own smart phones, where they were sitting. We kept the plenaries to a minimum, but were able to use them well for whole group reflection & learning in-between smaller break-out sessions in other more conducive rooms.

Gnanam Devadass, Deputy Director, Campaigns, at Amnesty International wrote in December 2017: “Martin supported the design and development and also facilitated Amnesty International’s four-day Global Activism Hackathon, held at the International Secretariat in London in October 2017 and attended by 60 participants and resource people. His participatory approaches, methodologies and tools enabled the fullest participation of multi-lingual delegates from diverse backgrounds from across the globe. His facilitation was excellent and greatly appreciated by the participants. He worked well with the organising team and the steering group. His professional and flexible approach was very impressive and helped to achieve the intended outcomes of the Activism Hackathon.”

C. Create and Sustain a Participatory Environment

Reflecting on another year of freelance facilitation

In 2019 in facilitated a two-day team retreat for the 20 or so staff of an international association. I was referred by a previous client who had recommended me because it was expected to be a difficult meeting and was being approached with trepidation by all concerned. I was advised that were trust issues and difficult relationships within the staff, not least between a new management team that had been recently appointed to replace their predecessors that had left under a cloud, and who were keen to establish their leadership and new ways of working, and long-established staff who felt threatened and insecure and in some cases were suspected to be in ongoing, friendly relations with the ousted leadership.

I agreed to take on the project as a 9-day contract to allow ample time for individual telephone interviews and an online survey in advance, to consult on issues and concerns and to build support for the process and my facilitation. I coached the new Director and management team on their roles in the meeting, and consulted with a number of key stakeholders that would not be present – notably the external consultant whose investigation and report had led to the change of management. The meeting was held in a beautiful countryside retreat centre with good facilities for meeting and for more informal interaction. We used a variety of methods and approaches and we allowed plenty of time for each session and took everything slowly and surely. For the most sensitive and risky session we sat in a circle of chairs and made extensive use of silent individual reflection.

I think everyone found the meeting difficult, and probably the Director and management team most of all, but I think that they all were relieved and pleased that they had been able to talk to each other constructively and begin to address some of their real issues together. I was reassured that a slow and careful, inclusive and collaborative approach seemed to have been enough to enable them to do so.

Barbara Hintermann, Secretary General at CAUX-Initiatives of Change Foundation wrote in September 2017: “Martin facilitated our Caux Reference Group meeting in June 2016 held in Caux/Switzerland. The Caux Reference Group is an international advisory group to the CAUX-Initiatives of Change (IofC) Foundation, composed of about 50 persons from the International IofC network. Martin facilitated the meeting with the necessary calm and used various facilitation tools to engage the group actively. While there were some rather emotional moments, Martin managed that the participants delivered the key elements for a variety of changes that needed to be reviewed by the foundation.”

D. Guide Group to Appropriate and Useful Outcomes

The Oxfam & Eurochild case studies referred to above in (A) and the recommendation of the CAUX-Initiatives of Change Foundation were among a series of six examples of how I have applied, customised and adapted the ToP Consensus Workshop method that I shared in a series of weekly posts to mark International Facilitation Week in 2017 – Responding to changing situations and needs with ToP Consensus Workshop.

Another of these examples helps to illustrate how I have managed small and large group processes to draw out data and insight from a group, helped the group synthesise patterns and guided the group to consensus and desired outcomes – this was the 5-day International Council Meeting & Conference of the International Council of Unitarians & Universalists (ICUU) in Mennorode, the Netherlands in 2016.

This was the culmination of a 9-month strategic planning process, involving also a series of online sessions and a ToP Participatory Strategic Planning retreat in Boston in the spring with a focus group of around 25. At the Council Meeting of 140 we used a series of ‘World Café’ style table conversations in changing small groups to discern learnings and implications from the strategy development process, following a few short presentations from those involved and drawing on documentation. In the afternoon we used a ‘super-sized’ Consensus Workshop process to answer the Focus Question ‘“What are key elements of the mission and purpose of ‘ICUU 2.0’, for the next 20 years?”.

At the end of the day volunteers were invited to join a working group to discern and articulate the emerging consensus concisely in a revised mission statement for approval by vote of the formal Council Meeting at the end of the week. The final statement was strengthened further by some minor revisions suggested during the formal Council Meeting. Once approved, the new mission statement was verbally translated as it was read aloud in all of the 25 or so languages spoken by those present, to symbolise global consensus and commitment: “The Mission of the ICUU is to empower existing and emerging member groups to sustain and grow our global faith community”.

Osama Saeed Bhutta, Director of Communications at Amnesty International wrote in February 2018: “I attended a meeting facilitated by Martin and was so impressed that I had him do the same for my directorate’s annual retreat. He has a singular ability to get people talking and dreaming freely, but to then to pull it together for a focused action-oriented conclusion. The meeting he held for us yielded a bonded team and a new comms strategy, a legacy that will live on for a long time to come.”

Jana Hainsworth, Secretary General at Eurochild wrote in September 2017: “Great that we had structure, but also great that we could think on our feet to adjust the planning according to what we were hearing from members. All in all we got a huge amount of raw material for development of the strategic plan. The methodology clearly helped.”

E. Build and Maintain Professional Knowledge

ICA’s Technology of Participation (ToP) methodology continues to serve me well as the basis of my practice – I wrote in 2014 that I regard the ORID framework of ToP as something of a universal principle of facilitation. However, I continue to explore and apply other methodologies and approaches as well. In addition to the Interview Matrix and Mentimeter mentioned above in (B), other examples include Liberating Structures and Agile.

I discovered Liberating Structures by buying the book and downloading the app, and explored the toolkit further by hosting demo sessions at IAF England & Wales meetups and by attending the London LS Users Group. I applied and adapted 1-2-4-All structure (with ORID questions) as co-facilitator for one of 4 table groups in a workshop of 60 senior leadership of an international tech company in 2019.

After meeting many agilists through IAF E&W meetups and attending the IAF EME conference on Agile & facilitation in Milan, my interest was piqued further when I facilitated a 2-day team retreat for a partnership of eight agile coaches. Subsequently I took Certified Scrum Master training. While I learned that I have no interest in working as a scrum master, I gained valuable insight into how & where facilitation is so widely used in such approaches; and how the CSM certification process works and how very much it differs from the IAF process.

With ICA Associates Inc of Canada in 2017, I attended and trained as a trainer in each of the new IAF-endorsed ToP Facilitation Essentials courses, Facilitating Client Collaboration and Meetings That Work. Since 2018 I have been offering this series of courses in Europe, including also ToP Group Facilitation Methods – see Join me for ToP facilitation training in London, Brussels & elsewhere in 2020!

I have continued to tweet, blog and host free facilitation webinars, and to host and attend IAF and other meetups and conferences – particularly as chapter lead and now Board Chair of IAF England & Wales. In that capacity I have been excited to support the launch of a new IAF E&W podcast in 2019, Facilitation Stories.

E. Model Positive Professional Attitude

#iafpodcast

For the January 2020 episode of that new IAF E&W podcast I was interviewed on The Importance of Values in Facilitation. Helene Jewell wrote in the show notes:

Martin talks about the importance of values – both personal and IAF values, which talk about the collective wisdom of the group. He says that what you believe has an enormous impact on the group. Martin talks about defining values and how the IAF values resonate with him and his involvement with developing the ICA UK values. Values are what is important to people and what drives them, and are important to be able to define what is meaningful and important to them.

He told us about taking decisions not to do work that conflicted with his values, mostly around contracting with the client.

Martin started working with ICA as a volunteer and his first workshop involved creating a personal timeline as a personal reflection tool. He talked about a book by John and Maureen Jenkins (founder members of IAF) – 9 disciplines of a facilitator – leading groups by transforming yourself. All about understanding your own values. A phrase from Maureen that resonated with Martin “however good a facilitator you are […] your most powerful tool as a facilitator is your own interior condition”.


See also about me, how I work, who 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 regularly scheduled ToP facilitation training courses in London and Brussels.

What can I do about climate change, personally and as a facilitator?

I Declare A Climate Emergency

On the weekend that David Attenborough addresses members of the public who are taking part in the UK’s first climate assembly, starting in Birmingham, I am heartened to know that more and more of us are seriously raising and addressing concerns about climate change, and challenging and supporting others to do so as well. I am heartened too by the increasing recognition of the role that engagement, deliberation and facilitation have to play.

This is a question that I have been pondering more and more myself, especially as I take something of a sabbatical this winter in Sitges, in Spain, to give me some extra time to “reflect, write and learn, and to look ahead to my next seven years of freelance facilitation“. That seems to be working, even though I have found little time for writing and most of the time I have devoted to learning has been spent studying Spanish. My last couple of blog posts have helped, and I didn’t even have to write them. I reflected on my career and my facilitation practice with James Smart in an interview with Session Lab, and on the importance of values in facilitation with Helene Jewell for the IAF Facilitation Stories podcast. And I have done a little reading and research, including estimating my own personal and professional carbon footprint.

What I have learned, and what (more) can I do?

Carbonfootprint tells me that the average annual carbon footprint for people in the UK is 6.5 tonnes of CO2 equivalent (CO2e), for the EU about 6.4 tonnes and worldwide about 5 tonnes – and that the worldwide target to combat climate change is 2 tonnes. It’s free carbon footprint calculator tells me that my own carbon footprint for 2019 amounts to about 10.3 tonnes – 6.2 from flying and 4.1 from everything else.

It comes as no great surprise then that the single most effective way for me to reduce my own carbon footprint is to fly less. I flew 31 single flights in 2019, all within Europe, 8 personal and 23 for work. That compares to 24 and 25 in 2017 and 2018, however those two years included two trips to the Middle East, two to North America, one to Africa and one to Asia & Australia (and a few business class upgrades), resulting in emissions of around 12-13 tonnes per year from flights alone. So, while I have already somewhat reduced the carbon impact of my flying, I think it is clear that I am still among the minority of problem flyers in the UK that needs to stop taking so many flights.

WHAT CAN I DO, TO CALM THE CLIMATE?

Reducing the rest of my carbon footprint will be harder. Travel and household energy are typically the areas of highest personal carbon impact, and it seems that mine are otherwise already low. I live in central London, I don’t own a car and rarely hire one, and I travel otherwise largely by bus and train or on foot locally. So the carbon footprint of my non-flight travel amounted to around 0.2 tonnes in 2019. I live in a small, modern and well insulated flat, and I understand from Ecotricity that their supply of 100% renewable household gas & electricity already contributes precisely zero to my carbon footprint. An equivalent supply of non-renewable energy would otherwise contribute around 0.9 tonnes.

The remainder of my emissions are from ‘secondary’ sources, largely consumption – of food, drink, clothing and other products & supplies, use of appliances, and recreational and professional activities. For me these amounted to around 3.8 tonnes in 2019 – 1.5 on hotels, restaurants and the like (much of that for business), and 2.3 on the rest. Already I have substantially reduced my meat and dairy intake in recent years, albeit primarily for health reasons. I have never had much interest in shopping or expensive hobbies and I don’t keep pets. Traveling less could certainly reduce the contribution of my hotel & restaurant consumption.

What does that leave?

As well as reducing our own carbon footprints, we can all use what influence we have to challenge and support others to reduce theirs as well. This can include how we vote, and how we spend and invest. Also how we donate and volunteer, and how we exercise influence and leadership in our in our own workplaces, communities and societies. I have long taken environmental and sustainability considerations into how I vote, and in my choice to invest in an ethical pension. I could donate and volunteer more, and I could pay more attention to how I spend and invest. I suspect that I could make much more of an impact in how I exercise influence and leadership, and particularly in my professional role as a facilitator.

sustainable facilitation easy hacks

As facilitators we can, of course, take care to use recycled flip chart paper and refillable marker pens, and venues that provide these and that recycle and use renewable energy. There are some more ‘easy hacks’ here. Such measures can be worthwhile for the indirect impact they can have by influencing others, as much as for the direct impact of reducing emissions themselves.

However, the greatest contribution to the carbon footprint of a facilitation contract is likely to be associated with any travel, board & lodging involved in meeting face-to-face. That would include our own as facilitators, of course, but especially that of the group – and even more so for a larger group and where air travel may be involved.

So, we can seek to work with clients in the contracting and design process to limit and reduce the carbon impact of the facilitation process as a whole – for example by choice of venue and design of face-to-face events, but also by the use of more online facilitation and blended or hybrid approaches (those that involve face-to-face and virtual elements in sequence or at once).

We can also choose not to seek or to accept work that would likely involve a high carbon impact, perhaps by referring a distant client to a trusted colleague or IAF Certified Professional Facilitator located closer to the group or the venue. We can of course also choose to seek work particularly from groups and organisations that are working to respond constructively to the climate crisis and not from those that are not.

We may find ourselves faced with new ethical dilemmas. If I decline a facilitation contract, could that result in a higher carbon impact than accepting it and working with the client to reduce its carbon impact? Or could it result in a less effective and socially beneficial meeting or process without affecting the carbon footprint? If I decline to travel to provide facilitation training to a distant group that requests it, could that result in more flights and a greater impact due to participants’ travel to my scheduled public courses in London and Brussels?

We can also share and collaborate with each other as facilitators, to explore what else we can each do and what we can all do together and as a profession. This post is inspired in part by just such conversations at recent IAF England & Wales facilitation meetups and our 2019 annual conference, including for example on Greening our practice with Penny Walker and on Climate Conversations with Susannah Raffe.

I am looking forward to considering how IAF E&W can support more of such collaboration at our annual face-to-face Leadership Team meeting in Birmingham this coming week. I hope that the global Board of IAF may be having a similar conversation at its annual face-to-face Board meeting, that is taking place in Kuala Lumpur as I write.

I understand that it is planned already to hold fewer, larger CPF assessment events in order to reduce assessor travel. Will that reduce or increase travel and carbon impact overall? Will this year’s single IAF Global Facilitation Summit in Sweden, the home flygskam (flight shame), have a higher or lower carbon impact than the usual 3 or 4 regional conferences each year? What can be done to limit the carbon impact and maximise the beneficial social impact of this year’s summit in particular, and IAF as a whole?

We can also choose to ‘offset’ emissions by supporting projects that aim to tackle climate change and help to improve the lives of some of those most affected. In 2019 I ‘offset’ 72 tonnes of CO2e by donating £540 to Climatecare, roughly equivalent to my total personal & professional carbon footprint since I went freelance in 2012 – on that basis, improbably good value!

What (more) shall I do?

I am declaring a climate emergency.

I shall seek to limit and reduce my own personal & professional carbon footprint – my aim is to contribute no more than the current UK average within 5 years, ie. a reduction of around 37% from my 10.3 tonnes in 2019 to 6.5 in 2024.

I shall seek to use what influence I can to challenge and support others to respond constructively themselves as well, both personally and professionally – starting by including a short statement to that effect at How I work and in future proposals to clients.

In particular, I shall seek to:

  • fly less, and travel normally by rail (and perhaps sea) to destinations that can be reached within a single day or overnight journey
  • travel less overall, and mostly to places accessible to London without flying – that includes Sitges, in case you were wondering
  • consider carbon impact as well as price and convenience in deciding whether and how to travel (and never air miles)
  • make the most of travel by taking time to take advantage of and enjoy both the journey and the destination
  • work more with groups and organisations that are working to respond constructively to the climate crisis, and less with those that are not
  • work with clients to limit and reduce the carbon impact of our work, including by choice of venue and process design and by the use of more online, blended and hybrid approaches
  • consider the likely carbon impact as well as likely value (to the client, to me and to the wider social good) of prospective work in deciding whether to accept it or perhaps refer it
  • collaborate with other facilitators to explore what else we can each do, and what we can all do together and as a profession, and with IAF on what we can do as an association
  • support projects, campaigns and politics that aim to to respond constructively to the climate crisis
  • periodically reflect on my progress relative to these goals, and share what I else learn and plan as a result.

In addition to the links shared above, my thinking on this has been informed also by other posts of Penny Walker including What can I do to calm the climate and Managing the change to sustainability, and by Business declares a climate emergency, The Man in Seat 61 and Trains vs. planes: What’s the real cost of travel? Top of my reading list is now Europe by Rail: The Definitive Guide.

What questions are you asking yourself, what have you learned and what will you do? What can you contribute to my own thinking and plans? Please do add a comment below, or contact me.


See also about me, how I work, who 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.

The importance of values in facilitation – #IAFpodcast FS7

#iafpodcast

Welcome to Facilitation Stories, where we discover how facilitators ended up in the profession, and how facilitation methods, principles and techniques are used more widely.

One of the most exciting developments for IAF England & Wales in 2019, in my view, has been the launch of the new IAF E&W podcast Facilitation Stories during International Facilitation Week in October – not only for the insightful stories that are shared, and the personal connections that are made and strengthened, but also as an early indication of what a small, self-organising team of ‘IAF facilitators & friends’ can achieve by collaborating together to pursue a shared interest. I hope we will see more many more such initiatives in 2020, and a wide variety of practical projects.

I am grateful to podcast co-hosts @PilarOrti and @HeleneJewell for the opportunity to join them as a guest for today’s new 30-minute episode, and share a few stories and examples of my own – on the importance of values in facilitation.

Listen now, or see the show notes below first for what to expect – and do check out the previous six episodes and subscribe for the next at Facilitation Stories – or on Spotify or Apple Podcasts!


Helene Jewell writes in the FS7 show notes…

Martin Gilbraith is a facilitator, trainer and consultant, and Chair of the IAF England & Wales Board. He started hosting IAF meetups about 5 years ago, and has been facilitating since 1986.

He is an IAF Certified Professional Facilitator (CPF),  an ICA Certified ToP Facilitator (CTF) and an experienced lead trainer and licensed provider of ICA’s ‘ToP’ facilitation training and a Certified Scrum Master (CSM).

Martin talks about the importance of values – both personal and IAF values, which talk about the collective wisdom of the group.

He says that what you believe has an enormous impact on the group.

Martin talks about defining values, how the IAF values resonate with him and his involvement with developing the ICA:UK values.

Values are what is important to people and what drives them, and are important to be able to define what is meaningful and important to them.

He told us about the ethics of taking decisions not to do work that conflicted with his values, mostly around contracting with the client.

We discussed the set up for sessions and how to deal with it if it is not what you want, particularly thinking about hybrid (online & face-to-face) meetings. Sometimes even if the result is not perfect there are reasons why you might want to take a piece of work; in this example where the team was used to working in a distributed way on line and the group is used to the constraints and the client is known to the facilitator.

Client contracts always come with constraints and it is the facilitators responsibility to work within these constraints. Sometimes the parameters are really complex and you just have to do the best you can.

Sometimes things that’s people do unconsciously turn out to be core values.

Martin talked about his involvement in the ICA:UK and how the values were developed. One of the ways this was done was through using the ORID methodology to ask questions to members and stakeholders followed by a consensus building process at a workshop.

Facilitators often facilitate sessions to help organisations come up with their own values.

It’s important to start with real life experiences and something that is important and meaningful to people to help them define their values.

Martin started working with ICA as a volunteer and his first workshop involved creating a personal timeline as a personal reflection tool.

He talked about a book by John and Maureen Jenkins (founder members of IAF) – 9 disciplines of a facilitator – leading groups by transforming yourself. All about understanding your own values. A phrase from Maureen that resonated with Martin “however good a facilitator you are […] your most powerful tool as a facilitator is your own interior condition

Martin explains a bit further what ORID is and how it is his universal principle of facilitator.

He finally shared a quote from Groucho Marx: “These are my principles, and if you don’t like them….well, I have others!

Please let us know your thoughts – email us at podcast@iaf-englandwales.org and go mad on Twitter! @IAFenglandwales, @Fac_stories, #IAFPodcast, #IAFmeetup.


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.

What does it take for people to align behind change? Six top tips & tools from #FacWeekchat

#FacWeekChat 2015This is the question that brought together 69 facilitation, communications and change management professionals over two one-hour twitter chats on October 23, during International Facilitation Week. In this post I’ll share six top tips and some of the tools that were shared in response.

The twitter chats were co-hosted by Michael Ambjorn of the International Association of Business Communicators (IABC), Faith Forster of the Change Management Institute (CMI) and myself for the International Association of Facilitators (IAF). Our aims were to bring people together to connect with and learn from each other on a topic of mutual interest, and also to make connections and foster broader collaboration between our associations and between our professions.

Participants were located as far afield as Canada, USA, Serbia, UK and India. Our experience of change included local and international work with large and small organisations in a variety of sectors and industries including health, education, IT, faith and international aid & development.

So what did we learn? What does it take for people to align behind change?

1. The context must be conducive. People align behind change “when external pressures have made the need for change evident”.  “The facilitator as midwife can only help a client that is already pregnant”!

2. High level vision and goals, and ideally values as well, must be clear and shared. Alignment happens when there is “a clear purpose… before a decision on what to do, a focus on energy & momentum for change”.

3. There must be inclusive and authentic participation. “Holistic participation in co-creating vision is the key to create buy in”.  “Co-design, co-creation, collaboration”. “Convene all with a stake in change”. “Everyone wants change, but no-one wants to be changed”.  Alignment does not happen “when when people forget that changes requires the involvement of others” or “when change is imposed from above without proper consultation or facilitation”.

4. Humility, patience and deep listening is required. “Be honest and transparent about the challenges that will be faced, otherwise when failure happens you lose people’s trust”. “Take time, constant process checks, take time, listen, take time, acknowledge resistance (did I mention take time?)”. “Come to terms with the antibodies in the system and talk candidly about them”. “The disruptive power of good listening skills”. “Pay as much attention to the intangibles amongst people as to what is explicitly being said”.

5. Be open to what needs to emerge, while remaining focused on the vision. “Start with possibilities rather than a project plan” and “be aware of groups emerging needs… [allow] the group synergy to flow”.  Alignment did not happen “when people didn’t respond to emerging needs, and when personal issues took precidence over common vison”.

6. Nevertheless, leadership must also be be clear, decisive and inspiring.  “Be a leader that makes tough decisions. The notion of change is disruptive, but strong leadership can mitigate people risk”. Make a “powerful invitation, expressed openly with integrity”. “Discussions about change are so often are negative, ie. about failure – we need to inspire people, enable them”.

What tools and techniques can help?

Favoured approaches to addressing the challenges of aligment and change included the Art of Hosting/Art of Participatory Leadership, Organisational Development, Quality Management, Coaching and Mediation, Graphic Facilitation (especially in multilingual contexts), the work of Perry Timms on ‘hacking adaptable organisations’ and of course ICA’s Technology of Participation (ToP).

Some of the particular tools referenced were Story Boarding and Lead with a Story, My Goals My Action Steps, Power/Interest Matrix, RASCI, Ladder of inference, CSITO’s Constellation Collaboration model and the ToP Focused Conversation method.

What can we learn from each other?

What can communications and change management professionals learn from facilitation? “If you want to bring people with you you have to involve others, and facilitation is a great way to do that”. Facilitation “can help transform communications ‘from cascade to conversation'” – “communicators can learn from facilitators about how to structure conversations once people are engaged”. “Change management can get caught up in project management processes – facilitation keeps the focus on what is important”. “At a simple level, facilitation can help managers learn to run more productive and enjoyable meetings”.

What can facilitators learn from communications and change management? How “to get people ‘in the room’ for facilitation, to engage all those who will never be ‘in the room’… and to communicate the results”.  Also “good use of data gathering tools”, “ways to measure/evaluate the outcomes of their facilitation work” and how to “draw out stories as they relate to the task at hand, and use these stories for sense making”.

We could all benefit from each other’s professional standards and competency models – IAF’s Facilitation Core Competencies, IABC’s communications Global Standard andCMI’s Change Management Foundation & Master Competencies.

For more of what we shared, including links to many of the examples and tools referred to, see the edited highlights on Storify or find all 707 tweets at #FacWeekchat on Twitter.

Please add your own thoughts in a comment below, or of course on Twitter with the hashtag #FacWeekchat!


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.