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.

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.

ICAI welcomes a new Associate member in Poland!

ICAI Global Buzz, October 2015
This post was written for ICAI’s monthly bulletin the Global Buzz, November 2016.

The Institute of Cultural Affairs is a global community of non-profit organisations advancing human development worldwide. The ICAI network comprises member organisations and related groups in over 40 countries.  The role of ICA International is to facilitate peer-to-peer interchange, learning and mutual support across the network, for greater and deeper impact. ICA International maintains consultative status with UN ECOSOC, UNESCO, UNICEF, WHO & FAO.


anna-zaremba-1200x900Seventeen representatives of 11 member ICAs of our global network participated in two online General Assembly meetings on October 20, and 16 of 24 current statutory member ICAs voted in the online GA poll over the following ten days to 30 October.  Thank you again to all who participated!

As a result of the GA we are pleased to welcome another new Associate member to ICAI, nominated by ICA:UK with the support of ICA Ukraine & ICA Netherlands and approved unanimously by the GA – Focus Homini Poland is a newly constituted group of five ICA colleagues working to establish ICA in Poland – the photo shows Anna Zaremba facilitating at one of the group’s Warsaw facilitation meetups.

Also as a result of the GA we are pleased to congratulate Archana Deshmukh of ICA India and Gerd Luders of ICA Chile, who have been unanimously elected to our global Board from January (from 2017-20), and to Seva Gandhi of ICA USA who has been re-elected to serve another two years (2017-18).  Archana and Gerd will succeed Martin Gilbraith of ICA:UK and Staci Kentish of ICA Canada, who will complete their terms this December.

During the GA meetings members also received brief narrative & financial reports from the Board, and deliberated on the ICAI 2017-18 budget, the Board nominations process and options for a future ICAI global conference.

ICAI General Assembly welcomes new Associate member in India

HCDI CFCDP
This post was written for ICAI’s monthly bulletin the Global Buzz, July 2016.

The Institute of Cultural Affairs is a global community of non-profit organisations advancing human development worldwide. The ICAI network comprises member organisations and related groups in over 40 countries.  The role of ICA International is to facilitate peer-to-peer interchange, learning and mutual support across the network, for greater and deeper impact. ICA International maintains consultative status with UN ECOSOC, UNESCO, UNICEF, WHO & FAO.


Twenty-two representatives of 14 member ICAs of our global network participated in two online General Assembly meetings on June 23, and 17 of 22 current statutory member ICAs voted in the online GA poll over the following 10 days to 3 July.  Thank you to all who participated!

As a result of the GA, we are pleased to welcome another new Associate member to ICAI, nominated by ICA Japan with the support of ICA IndiaICA Bangladesh and the Asia Pacific region and approved unanimously by the GA – Holistic Child Development India (HCDI) is a long-term partner of ICA Japan in Bihar.

During the GA meetings we heard updates from ICAI and from the regions, and from those members present. We deliberated on recommendations of the ICAI Global ToP (Technology of Participation) policy working group – to establish internationally recognized ToP trainer competencies and criteria, to build ToP trainer training capacity globally, to develop global ToP resource repositories and to set up a global ToP co-ordination structure. We also deliberated on options for a next ICAI Global Conference, and we heard of strengthening relations between ICA and Initiatives of Change as a potential conference partner, particularly in Asia and in Europe.

The Board consulted with members on options for the 2017  ICAI budget, and on plans for ICAI Board elections at the next GA in October. Nominations to join the Board elections & nominations committee are now invited from members.

Free facilitation webinar – Transformational Strategy: from trepidation to ‘unlocked’

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 new series of free facilitation webinars.

Register now on Eventbrite for the next scheduled session on June 20, and register your interest on Surveymonkey for future dates & times and topics to be scheduled. To review past session recordings and other outputs, and for provisional future dates & times and suggested topics, see free facilitation webinars.


Martin Gilbraith workshop-2532 Banner pic 3600x1800Transformational Strategy: from trepidation to ‘unlocked’

Monday 20 June, 13.00 BST

In this session I shall introduce the ToP Participatory Strategic Planning process, with examples of practical application including a case study with an international humanitarian agency in Geneva Transformational Strategy: from trepidation to ‘unlocked’ and another Facilitating change in complexity – the Oxfam Lebanon ‘One Country Strategy’ process.

I shall be joined for this session by Sunny Walker of the Virtual Facilitation Collective and Bill Staples of ICA Associates, author of Transformational Strategy: facilitation of ToP participatory planning.

The Participatory Strategic Planning process of ICA’s Technology of Participation (ToP) is a structured long-range planning process which incorporates the ToP Consensus Workshop method for building consensus, the ToP Focused Conversation method for effective group communication, and an implementation process for turning ideas into productive action and concrete accomplishments.


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

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

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


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

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

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

What is Human Development? Join our Global Online Dialogue!

Tuesday 23 February, 10-11am GMT – facilitated by Martin Gilbraith of ICA:UK, President of ICA International

In this session today we explored what is meant by Human Development, taking a definition from United Nations Development Programme (UNDP) as our starting point:

“Human development… is about expanding the richness of human life, rather than simply the richness of the economy in which human beings live. It is an approach that is focused on people and their opportunities and choices” – http://hdr.undp.org/en/humandev

What questions or concerns does the UN description raise for us? How does it relate to our own experience of development, and development practice? What do we find helpful in this description, or lacking? What are some key challenges and opportunties for human development in the world today, in our own understanding and from our own experience and perspectives? What sort of responses are called for, from those who care to make a positive contribution?

Approaches that work in Human Development

Tuesday 1 March, 10-11am GMT – facilitated by Larry Philbrook of ICA Taiwan, past President of ICA International

In our next session next week we will begin with a brief review of the first conversion. We will then explore the groups experience and reflections on distinctions of this approach to development and change. We will explore actions involved and context or values that sustain that action?

What are projects or actions you would call Human Development? How does a human development approach impact formulation and implementation in a development context? What are approaches or applications that have worked

What are the values and beliefs we or others try to live out of to support Human Development? What does it look like to live into these values or beliefs in our organizational as well as developmental work? How might we individually or collectively use this in our own work?


Thank you to ICA International Europe MENA Vice President Svetlana Salamatova and Media IC (Poland) for hosting our dialogues, and to all who participated today!

Please join us! To join next week’s dialogue with Larry Philbrook and future sessions, and to view recordings of past sessions, please join us at ICA International on Google+.

Free facilitation webinar – How engaging can a large facilitated online session be?

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

Register now on Eventbrite for the next scheduled session on April 18, and register your interest on Surveymonkey for future dates & times and topics to be scheduled. To review past session topics and to view recordings and materials, and for provisional future dates & times and suggested topics, see free facilitation webinars.


blog-image 500x250How engaging can a large facilitated online session be?

Monday 18 April, 13.00 BST

In this session I shall share some learnings from the design and facilitation of an online conference of the UN Food & Agriculture Organisation (FAO), that involved more than 900 participants over six 2-hour sessions. I shall be joined for the session by my client for the conference, Illias Animon of the FAO Forestry Economics department.

For more information on the FAO online conference, and links to the conference website and session recordings, see my February 2015 blog post How engaging can a large facilitated online session be?

Read further details and register now on Eventbrite.


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

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

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


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

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

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