Over on LInkedIn, Bryan Stallings pointed to a 2017 post at the International Association of Facilitators site that contains a set of definitions of facilitation. I don’t remember contributing to that article, but I quite like what I said at the time:
“While facilitation traditionally means ‘to make things easy’ I think we need a new definition that means ‘to host the struggle together.’ Good facilitators help create a container for people to work with difference and diversity to make good things happen.”
That’s pretty good, I think. It describes what I do and it describes a shift in my practice over the years. Like many, when I started out as a facilitator I was really trying hard to deliver outcomes and to lead a group through a process to get to a preconceived set of ideas. It’s not that I wasn’t alos hosting some creative work, but my early forays in the field were probably brutal to sit through as I steered people through a process and, being a naturally conflict averse person, quelled differences. There would be brainstorming, but I was very much the kind of guy that seized on ideas I liked and inquired more into them, even if the group had other thoughts. Ick.
Now it’s all about the right tools for the right job, and sometimes that’s just the right tool. But not often. And definitely not in the unconscious way that I applied facilitation.
Once I trundled into the world of Open Space Technology, the Art of Hosting, Dialogic Organizational Development and the complexity world, my practice radically changed. It really did become about building containers for dialogue, creating spaces and contexts in which interesting things might happen. It took to locus of responsibility for the content off of me and put it on the participants. I became responsible for managing the constraints that would help a group do that.
If you look on my site for posts on complex facilitation, you’ll find a bit more thinking on that practice, but one things that stands out in the IAF article from 5 years ago is the commitment to difference and diversity. I recently took a Deep Democracy workshop with Camille Dumond and Sera Thompson as a part of my reluctant commitment to overcome my aversion to conflict, and I walked away with the idea that we need to get good at the practice of “conflict preservation” instead of “conflict resolution.” By that I mean that we need to be able to host conversations in which conflicts are present and remain present as a source of creativity and life, and not quash them because we are afraid of their energy. That means creating a container in which conflict is productive, in which people feel free to share different opinions, different perspectives, and contribute different gifts. And, of course, being conflict averse, this terrifies me. What if someone gets hurt? What if the space isn’t safe enough? What if something really offensive gets said?
Yup. Those are the questions we have to wrestle with. Because facilitation is needed in this time to ensure that people with vastly different experience and gifts have the chance to use them. Communities and societies contain many different kinds of people, including people whose opinions and ideas I don’t like.
Feel all those questions coming up? All those fears and “what if’s?” Yup. me too. Let’s talk about it below.
Years ago I wrote a little book called the Tao of Holding Space which was an interpretation of the Tao te Ching as applied to Open Space Technology and the facilitation of other participatory practices.
Annick Corriveau is an Open Space Facilitator and she interviewed me a couple of months ago about my nearly 30 year history with Open Space Technology and the origins of this little book. She has a series of interviews with OST practitioners that are well worth checking out.
You can download the book for free from the Internet Archive in English or in Chinese or be in touch directly to purchase a copy of the published version that my friend Mark Busse championed.
One of the quotes I keep rolling out all the time is this one from Christina Baldwin:
No group can prove itself safe by the definition of one member; it can only prove itself healthy and responsive to the the needs of different people over time
Christina Baldwin, Calling the Circle, p. 172
I sometimes reframe this quote as “No one person can be responsible for safety in a group, but a group can learn to take responsibility for its own safety.”
For a group to work well, especially if it is confronting challenges, uncertainty, complexity, or conflict, it needs to be safe enough for members to freely share and contribute, and also challenging enough that ideas that no longer serve can be questioned, stretched and broken to make space for the new. Rather than saying “we will create safe space” it’s useful to take some time to explore the polarity of safety and danger. We often talk about “safe enough” or “brave space” or similar terms that capture this space of leading and facilitating.
So the way to do this is to enlist the group itself in co-creating the conditions that create a creative, generative, challenging and supportive space. I usually do that by facilitating this process that I call The Golden Rule Principles Setting Exercise.
The Golden Rule, of course, is the principle that underlies the perennial tradition of many religious and spiritual traditions. In Christianity it is worded as “Love your neighbour as yourself.” It recognizes our interdependence with others and it invites us to practice offering to others the same things that we ourselves need.
The process is very simple.
- Invite people to reflect and discuss these two questions: During this meeting how do I want to be heard? During this meeting how do I want to be spoken to?”
- It’s good to do this in pairs and folks can record some of these needs and place them on stickies or a virtual whiteboard or chat log.
- Have the pairs share a few of their needs into the whole group.
- Next invite people to reflect on how to offer to others what they want for themselves. If I need to be allowed to ramble a bit uninterrupted because I think out loud, I can put this need in the centre and also commit to not interrupting others.
- Have people commit to a single practice that they will endeavour to live up to, one that they may even be willing to be accountable to, and place it on a sticky note.
That’s it. Except under very specific circumstances, I don’t ask the group to vote on these principles, or approve them in any other way. Rather, I trust the people to do their work. From time to time of course as a facilitator one needs to step in, but usually when this process is put into play, I need only offer a period of silence and reflection on the commitment for a group to restore its collective responsibility to care for the container.
As a way to begin a meeting, this is a first foray into co-creation of something that the group all needs and is therefore an excellent way to set the tone for collaborative work, creating a space that can hold the range of emotions that show up in complexity work
The other day on the Art of Hosting facebook group, my friend Cedric Jamet asked folks for some materials about the four fold practice, which is the basic essence of the Art of Hosting. Toke Moeller weighed in with his latest posters from a session he was leading with graduate students in sustainability leadership.
Toke was, of course, one of the originals who put the four fold practice together and like all good generative frameworks, it has changed over time and it gets expressed in different ways depending on context. But the essence is that it balances self-awareness and focused practice on a life of participation in the world with the good leadership practices of hosting others and co-creating useful things. I’ve written about it alot. Upon this framework hangs a world of practices from meditation and reflection, to good dialogic practice, to facilitation and participatory leadership and decision making.
I have worked with Toke enough to know that what he probably did was to teach these four practices and then have people discuss where they show up in their own lives, and so I thought I would take his words, in bold, and reflect a little as if I was a student in the class. The prompt question Toke asked his class was “How may my personal practices enhance me and my leadership for a more peaceful and sustainable world?”
Host yourself to know yourself – be awake. These days I am finding myself on autopilot alot. Same rhythm, same kinds of activities, all done at the same desk, the same way. It has been a hard winter following on a hard year in terms of mental health, and a couple of holidays including one just ending now have served to create some breaks in my routine. I will see what i come back to, but one ritual I will be retaining is an early morning contemplative walk and 20 minute sit in a place near my house, next to the sea. To get out in the morning has been a godsend, and my physical and mental health needs this. All in service of jagging myself awake. I feel like I am in danger of a mental slumber. And so, break a pattern to awaken a pattern.
Be hosted to grow the listener and student in yourself – be a curious participant. The last two years have deprived me of one of my favourite activities, which is to sit and listen to others tell stories. I haven’t been travelling, I haven’t been sitting at the pub welcoming whoever walks in. There is no better way to develop your curiosity than to sit and listen to another person telling a story. Social media doesn’t cut it. I find myself too quick to respond, often unable to discern nuance. My curiosity gets pinched down to a small sliver and my judgement, fired by brain chemicals, gets all the fun. So practicing listening, to the forest and the sea, to the conversations of my neighbours in community, trying to figure out what to do as we come back together again, with a two year absence of joint history making. Listening to clients. I am looking forward to my first hands on facilitation gigs (not open space) where listening is a key part of what we will be doing. I’m all ears.
Step up to host others so they can grow their listener and the lifelong student in them. Years ago Toke and nI were sitting by my wood stove talking about teaching as we were preparing to deliver an Art of Hosting on Bowen Island. We were kind of humble-bragging – if I’m honest – about how we weren’t really teachers, but life long students. Caitlin, listening from the kitchen asked us a piercing question. She, who comes from a four generation line of teachers said “What is it about being teachers that makes you so afraid to be one?” I think we eventually answered that it was something to do with not wanting to lose our curiosity and learning in the role of the teacher-expert. She continued to point out that people were actually coming to the workshop to learn from us, and that we could also learn alongside them. She was being kind. There is a both-and about this. We decided to call ourselves teacher-learners and for me this practice captures that. Host other so that they become teacher-learners too.
Host together – co-create and co-lead: build capacity to build more capacity. It has been a long time since I saw Toke in person. It was, I think, many years ago during a gathering on harvesting practices in Halifax. We spent an hour together having lunch in a restaurant and talked about where our journeys were taking us. Toke was recovering from a small stroke and this was the first overseas trip he had taken. The stroke had imposed some constraints on what he could do and how his mind operated, and he and I talked about how, at a certain age, one moves into building capacity. You stop doing things for people and you build the capacity for them to do it too. And that way, you can continue being a part of the things you love doing while also being sure that those things could be sustained in a community of practitioners. That has been my life these days. “Support” is how I approach everything. I do it with money, time, opportunities, credibility, connections…whatever. I support causes and people that are important to me including lifting up Indigenous leaders and communities, younger dialogue and complexity practitioners, young and developing soccer players and many others. I have learned a lot from Toke and others and all of it was freely given, and for a gift to work it must be given away. So I give it away.
Now, if it interests you, have a go at answering Toke’s prompting question here in the comments or elsewhere on the open web, where we can share and compare.
For much of the past few years my facilitation and evaluation practice has been steadily merging together. When I FINALLY came across Cynthia’ Kurtz’s body of work, Participatory Narrative Inquiry a few years ago, I felt simultaneously validated and challenged. Validated in that the participatory facilitation work I have been doing since I stumbled on Open Space Technology in 1995 met the complexity work I have been in since 2005 and the developmental evaluation work I’ve been doing for the past ten years. Challenged in that it opened up new streams for my practice, and that has been gratifying.
Nowadays I regularly do story gathering as a part of all my projects. I use online tools like NarraFirma, Spryng or Sensemaker and sometimes pen and paper approaches. In a future blog post perhaps I’ll name some of the projects we’ve been doing with these tools and how they have contributed to our work.
Today in a conversation about getting started with stories, someone asked about how to get a bunch of perspectives from throughout to company on a new phase in a company’s evolution. I responded with a simple approach to PNI. You can use this to get started with a group.
- You want to begin by collecting stories, not running a workshop where everyone tells you what they think are the issues. That approach tends to get everyone prepared to advocate for their own position. So try this simple approach. Do a little questionnaire, using Google Forms for example. Ask participants to “share a story of something that happened lately that made you think: ‘we need to address this issue…'” Get everyone in the organization to enter one story, a few sentences. On the form then ask them a) how common do you think this is in our organization and b) what is one thing we could do to address that issue?
- Now you have a collection of grounded stories and a bunch of material you can use to host some more interesting strategic sessions. Convene some meetings and give people the stories to look at, maybe separated into common and rare, and have them look at the material and work together to create ways of addressing the issues.
- There are many things you can do with these stories, but the principle is “Use the harvest to convene the conversation.” From that the conversation can produce a harvest of things to try to address the issues you discover.
The advantage of this is that everyone’s voice gets in the mix, and everyone has a chance to interpret their own stories and then interpret what other people’s stories might mean. This generates massive engagement.
I really appreciate Cynthia’s clear writing on this and offer you this quote from work as a heuristic in your own planning and design:
In my experience, the greater the degree of participation the stronger the positive impact of any project that involves people and aims to improve some situation faced by those people. I have also noticed that some forms of participation are easier to manage than others. So I generally encourage people planning projects to think about taking one more step up the staircase of participation, wherever they find themselves now; but I order the steps so as to make the transition more feasible in practice.
If you are asking people to tell you stories, why not ask them what their stories mean?
If you already do that, why not ask people what the stories other people told mean?
If you already do that, why not ask people to build something with their stories? Why not ask them what that means?
If you already do that, why not ask people if they can see any trends in the stories that have been told?
If you already do that, why not ask people to design interventions based on the stories they have told and heard?
Then, why not ask people to help you plan new projects?And so on. As you step up, keep watching your project to see if increasing participation is making it better. If it stops making the project better (for the people you are doing the project to help), stop increasing the participation. Wherever you find yourself is participatory enough. For now.