Facilitating positive transformation: Reviewing the past to prepare for the future at #IAFIndia17

IAF India conference 2017Thank you to everyone who participated in my plenary session at this year’s IAF India conference in Chennai today – Facilitation: the key to positive transformation#IAFIndia17.

In the session, Facilitating positive transformation: Reviewing the past to prepare for the future, I demonstrated a participatory approach for a group to review the past, to prepare for the future, by applying the ToP (Technology of Participation) Historical Scan method to reflect together on the unfolding history of participation and facilitation in India and beyond. I also shared some insights into the theory behind the method, and examples of the method in action. Participants had a brief opportunity to reflect on how they might apply the method.

Here I am sharing links to some resources and case studies that I mentioned during the session, and some that I didn’t, plus (below) some some tweets from the session.

ToP Historical Scan method

Examples of the method in action

  • etf20Adapt • Invent • Evolve: reviewing the past to prepare for the future at the IABC EMENA 2017 conference in London, #EuroComm17 – blog post
  • Celebrating 20 years with the European Training Foundation in Turin – #ETF20 – case study
  • Transformational Strategy: from trepidation to ‘unlocked’ with IDMC in Geneva – case study
  • Staff Away Day with George House Trust in Manchester – case study
  • Clinical Leadership Evaluation and Development with Manchester Primary Care Trust – case study

Facilitation history

  • How has facilitation developed over time, and where might it be heading? A six-month collaborative process to develop our collective story of facilitation, as IAF celebrated its 20th anniversary in 2014 – blog post, plus #FacHistory on twitter and  storify
  • Reviewing the past to prepare for the future: #FacHistory at the IAF EMENA 2014 conference in Copenhagen, #IAFEMENA14 – blog post
  • Reflections on the history of professional process facilitation, an article by Richard Chapman published by IAF Europe & AMED in 2011 – pdf
  • The past, present & future of the facilitation profession: Reviewing the past to prepare for the future at the IAF Europe 2007 conference in Edinburgh – (pdf)

ToP facilitation training & sticky walls

  • Join me for ToP facilitation training in Brussels & London (2018 dates to be scheduled soon) – blog
  • Join ICA India or other ICAs worldwide for ToP facilitation training near you
  • Sticky walls are available from ICA:UK and other ICAs, and in India from BangOn Facilitation.


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.

Adapt • Invent • Evolve: reviewing the past to prepare for the future at #EuroComm17

Thank you to everyone who participated in my plenary session Facilitating transformation: reviewing the past to prepare for the future at this year’s IABC Europe MENA conference #EuroComm17 in London today.

In the session I demonstrated a participatory approach for a group to review the past to prepare for the future, by applying the ToP Historical Scan method to reflect together on the journey of development of the communications profession.

Here I am sharing some links to some resources and case studies that I mentioned during the session, and perhaps some that I didn’t, plus (below) some some tweets from the session the timeline we created:

etf20

  • ToP Historical Scan (‘Wall of Wonder’) overview – pdf
  • The Art of Focused Conversation – book
  • Four steps to a universal principle of facilitation and learning – blog post
  • Facilitation case study: Celebrating 20 years with the European Training Foundation in Turin – #ETF20 – case study
  • Transformational Strategy: from trepidation to ‘unlocked’ – case study
  • Staff Away Day with George House Trust – case study
  • Reviewing the past to prepare for the future: #FacHistory in Copenhagen – blog post
  • #IAFEMENA17 conference, 13-15 October in Paris – IAF
  • ToP (Technology of Participation) facilitation training – blog
  • books and sticky walls – ICA:UK

Please share your own reflections in a comment below:

  • What can we learn from experience of the ever-changing and growing communications profession about how communicators might best adapt, invent, evolve and transform, as professionals and as a profession?
  • How might you apply this method, and facilitation more broadly, in your communications work?
  • What potential do you see for greater mutual learning and collaboration between facilitators and communicators, and for partnership between IAF and IABC?

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

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

Introducing ICA’s Technology of Participation

iaf-geneva-bannerThank you to all who attended my workshop in Geneva last Friday Introducing ICA’s Technology of Participation, including Nadene Canning who tweeted the photo of some of us, above. Special thanks also to Pamela Lupton-Bowers and all at IAF Geneva for hosting me and for arranging the workshop.

The one-day tailored master-class (pdf) introduced four core methods of ICA’s ‘Technology of Participation’ (ToP) methodology. Below are links to some of the case studies and other resources I shared on the day, and some that I didn’t.

ToP Focused Conversation

A structured, four-level process for effective communication which ensures that everyone in a group has the opportunity to participate:

  • ToP Focused Conversation method overview – pdf
  • Three dimensions of the facilitator role – a focused conversation with video – blog post
  • Four steps to a universal principle of facilitation and learning – blog post
  • Is there a single, universal principle of facilitation? – slides & webinar recording featuring 6 case studies
  • The Art of Focused Conversation – book

ToP Consensus Workshop

A five stage process that enables a facilitator to draw out and weave together everybody’s wisdom into a clear and practical consensus:

  • ToP Consensus Workshop method overview – pdf
  • Evidencing facilitation competencies: planning with people with learning difficulties – case study
  • Clinical Leadership Evaluation and Development with Manchester Primary Care Trust – case study
  • Getting Ready for Wigan LINK with Wigan Metropolitan Borough Council – case study
  • The Workshop Book – book

ToP Historical Scan (‘Wall of Wonder’)

A powerful tool to enable a group to share and learn from their varied perspectives of a journey through history, and in context, to review the past in order to prepare for the future:

  • ToP Historical Scan (‘Wall of Wonder’) overview – pdf
  • Reviewing the past to prepare for the future: #FacHistory in Copenhagen – blog post
  • Facilitation case study: Celebrating 20 years with the European Training Foundation in Turin – #ETF20 – case study
  • Staff Away Day with George House Trust – case study

ToP Participatory Strategic Planning

A structured long-range planning process which incorporates ToP Consensus Workshop for building consensus, ToP Focused Conversation for effective group communication, and an implementation process for turning ideas into productive action and concrete accomplishments:

  • ToP Participatory Strategic Planning overview – pdf
  • Transformational Strategy: from trepidation to ‘unlocked’ – case study slides & webinar recording
  • Facilitating change in complexity – the Oxfam Lebanon ‘One Country Strategy’ process – case study
  • Building a future together – broadening ownership in corporate planning – case study
  • Transformational Strategy – book review & book

The workshop was adapted from elements of ICA:UK’s 2-day Group Facilitation Methods, Participatory Strategic Planning and Organisational Transformation courses, and IAF conference sessions presented in Moscow and Copenhagen in 2014 and in Stockholm in 2015.

Public courses are available monthly in the UK with ICA:UK and 2 or 3 times per year in Geneva with Initiatives of Change. Watch this space for details of my own schedule of public courses in Brussels for 2017, and see also ToP facilitation training – what’s it like, and is it worthwhile? and ToP facilitation training at your place – and free places for you!

Regularly scheduled public ToP training courses are also provided by ICAs elsewhere including in AustraliaCanada, TaiwanUkraine & the USA.  Other ICAs also offer public courses, and in-house courses on request – see ICA Worldwide.

The famous sticky walls are available from ICA:UK.


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.

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.

Reviewing the past to prepare for the future: #FacHistory in Copenhagen

Facilitating #FacHistory workshop - photo @jppoupardThank you to everyone who joined my session Reviewing the past to prepare for the future on Friday, at the IAF Europe conference in Copenhagen Facilitation Reloaded.  Here I am sharing links to the resources and case studies that I mentioned during the session – both on our topic, which was the history of facilitation, and on the process we used, which was the ICA ‘ToP’ Historical Scan method.

FacHistory Historical ScanFor more on the history of facilitation, and the events and links shared online and at various IAF conferences this year, cick to enlarge the photos here of our own session and of the IAF travelling timeline, andIAF travelling timeline see also:

On ICA’s ToP Historical Scan method, see:

For case studies of real-life applications of the method in different contexts, see:

To join me and other faciliators worldwide in reflecting together on the past and future development of facilitation and our profession, please join our #FacWeekChat twitter chats, October 22 & 23 during International Facilitation Week 2014., or do also share any comments on the post, here below. Thank you!

Celebrate International Facilitation Week 2014 by joining #FacWeekchat on twitter!

International Facilitation Week 2013As part of International Facilitation Week 2014, I will be hosting Twitter chats with IAF colleague Ben Ziegler, as we did last year.  This year’s chats will be on October 22 and October 23.  Please join us!

Just like last year, each chat will run from 12-1pm New York / 5-6pm London time – follow these links to see world times for Oct 22 & Oct 23.   Each chat will include 6-8 questions, spaced out throughout the hour, for you to answer, comment on, comment on other people’s answers, ask questions, etc.

A twitter chat is basically a dialogue, a conversation between people on twitter with a shared interest, discussing the topic at hand. Twitter chats are a great way to connect, share, learn, and have fun, with a community of practice; ie: facilitators!  The many tweets of a twitter chat are followed by using a common hashtag. For our chats we will use the same hashtag as last year, #FacWeekChat.

IAF 20 year celebrationThe topic for the two chats this year will be facilitation history, concluding a six-month collaborative process undertaken to celebrate the 20th anniversary this year of the International Association of Facilitators – see How has facilitation developed over time, and where might it be heading?  On October 22 we will reflect on the history of facilitation to date, and October 23 we will look ahead at what the future may hold.

Before the chat, please take a look if you can at some of the events and resources that have been shared since April with the #FacHistory hashtag – you can find edited highlights compiled  on Storify.  Please also add more of your own!  Simply tweet using the hashtag #FacHistory, or share and discuss on Facebook or LinkedIn.

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A bit about Twitter chats.

New to Twitter, and/or Twitter (aka Tweet) chats?  This article, How to Participate in a Tweet Chat, by Janet Fouts (@jfouts), helps explain things.

We hope to have you join us on Wedensday October 22 and Thursday October 23! 

Please tweet to invite all your twitter friends. Got questions that can’t wait? Contact either of us via Twitter – @benziegler or @martingilbraith

What else will you be doing to celebrate? Please let us know (tweet #FacWeek or @FacWeek), and so connect and join with facilitators worldwide in promoting the power of facilitation!