From the Archives: From idealized to self-aware facilitation

Take into account that “last week” was in February 2014… And if I were writing this today, I would look deeply into creative destruction…

Picture of a paper bag luminaria glowing in the dark

Last week I posted some comments on the dark side of facilitation (on the KM4Dev community list) which have now started to make the rounds of my friend’s blogs. That is an indicator of a couple of things. I have great friends (YES) and maybe I should write something about this on my blog!

First, the list I shared on KM4Dev, as part of a larger conversation on defining facilitation in the international development context. 

The real life and dark sides of a facilitator below. I’m sure there are a few people here who can add to this list. ;-)

Nancy

  • called in after everything is really messed up (tip: build relationships before client lists)
  • is not briefed on the deeper, real and often problemmatic issues (“Oh, this is a fantastic group.” Right! Tip: develop a good set of questions to help discern the issues)
  • is asked to facilitate, but not included in design of a (really bad) agenda (tip: refuse to do this unless the designer was brilliant!)
  • runs into very interesting gender issues that are often unspoken, unrecognized (tip: pay attention to and make gender issues discussable)
  • has to facilitate in really BAD rooms in large international organizations (chairs nailed to floor. tip: go outside.)
  • sometimes is given great trust w/ sponsors and groups and all have a transformative experience. LIVES for these moments (tip: debrief: why was this so good? How can we do this again?)
  • mistakes conflict as something that must be shut down (tip: conflict is often the flag that you hit a core issue. Use it generatively)
  • sometimes crazy arrogant and drives to their own agenda (tip: self awareness is a facilitators best friend)
  • does not build capacity in others (tip: co facilitate, mentor, give up control)
  • actually facipulates  (tip: be honest when your approach has any manipulative elements. Use that in your favor, transparently)
  • leaves after the meeting so does not live the consequences (good, bad or otherwise) (tip: what about simple follow up… how are things going? What did we learn?)
  • is not an integral part of the organization (tip: when hiring, hire at least SOME people with facilitation skills and talents. This should not always be an outside job! Let’s co-source, not outsource)
  • is serving the sponsor, not the group (tip: power is always in play. Discuss and use it generatively. It is OK to challenge your client, and essential as a consultant.)
  • works hard to facilitate listening but sometimes fails (tip: learn how you listen and always work hard. There are lots of ways to improve)
  • doesn’t speak the local language and mistakes happen through interpretation (tip: first choice, hire facilitator who speaks the language. Second choice, have a more spacious agenda to really deal with meaning making across multiple languages.
  • takes him/herself too seriously (tip: use fun. seriously!)
  • has no repertoire or gets stuck in one approach/or is flip flopping all over the place (find the balance) (tip: always be learning. Invite your facilitees into that learning process. Build capacity all around)”

Ewen added some great stuff about the positives and dark sides of co-facilitation — and he knows of what he speaks because I’ve co-facilitated with him! I encourage you to read the post.

What both our lists surface is that facilitation, like anything else, holds tensions, dualities and can be idealized or mythologized to the point of uselessness. Dave Snowden often maligns facilitation/facilitators (a.k.a. “fluffy bunnies” ) and my sense is he is talking about that rather self-involved and idealized side of facilitation. I’m not!

Ewen quoted these as ways to navigate co-facilitation. I think they often apply to solo facilitation:

What does it take to overcome that dark side?

Shared experience: Knowing each other definitely helps – the more of a common history you have built with one another, the better it is as you know each other’s strengths and weaknesses and can co-design around this. Talk about it together and explore what you both enjoy doing (or not).

Co-creation and exploratory design: Grapple with the big picture together, toy around with objectives and translating them in work forms in an exploratory conversation, and when it comes to the details of who does what, fear not asking very practical, very silly-looking questions (“do I speak before or after you for the participant’s introduction?”, “After your summary comments do you want me to transition to the next session and announce coffee break?”).

Curiosity and openness: Embracing change and the unknown with an open mind is the key to joint facilitation, particularly if the latter involves dual improvisation (as it works on the principle of ‘yes AND’, not ‘yes BUT’…)

Generosity: Rather than play the card of keeping to one’s sessions and ideas, bring the other person along in your reflection, and show them you are interested in their ideas, in finding good ideas together. Who gets the credit doesn’t really matter, developing strong relationships by working hard on a joint initiative is a lot more important.

Joint reflection and an open heart, to discuss frankly what went well or not, much beyond blaming each other or uncritically praising each other or both (even though some sense of achievement can be really helpful in boosting the duo’s morale). In cases when you disagree on how the other ran a session, discuss it as soon as possible and reflect together. And if, at the end of the gig, there’s a consensus that the two facilitators can’t work each other, being conscious of that is also helpful for the future ;) though in most cases facilitators should be able to negotiate an amicable solution together, as that’s also our job isn’t it?

Focus on the task at hand. At the end of the day, keeping in mind that you have to do a fine job at getting the best out of the participants and achieving objectives set (or whatever better pursuit was identified along the way).

Humour and talking in self-derision… this really talks to the examples that Nancy mentioned above and it will help focus on what really matters, i.e. not you as facilitators.

Once again, fun, focus and feedback seems like a winning formula!

So what keeps us out of that morass? Well, I have some insights as I fall into the morass now and again, and it is always a great moment of learning. As my own practice evolves, here are some of the questions I’m using to be a more self-aware facilitator.

  • Where can we channel power and energy. I used to say “give it away” but that implies it has a steady or singular owner. It doesn’t.
  • Where can we strategically use “private conversations in public” (Hat tip Neil McCarthy) to expose our own questions, uncertainty or missteps as both transparency, moments of learning and to open up the possibility of different ways forward?
  • Where is it ok to use “performance art” in the process of facilitation and when does it mask things unproductively?
  • When acting as an expert, be a fox, not a hedgehog. (Alas, broken link…)

Collaborate? Start marching, dancing, singing together…

This post from Carol Kinsey Goman from 2014 still resonates with me. Goman shares how we use our body language to impact our intentions. I am always amazed at how some people make major power plays with their bodies and I always wonder how intentional they are.

Two women singing out loud outside while a third smiles in appreciation.

While some of these 10 tips don’t fly via Zoom (have you tried to sing together? It’s a mess!) they are still a good reminder, starting with breathing.

10 Simple And Powerful Body Language Tips For 2014 – Forbes.

7) When you want your team to collaborate, start marching.

From the Archives: Saying Just Enough: Judicious Use of Prompts

From the draft archives 2013. Yes, I’m up to 2013. The little gif is just for fun!

An animated giff of my grandchild dancing

One of my yoga teachers is really good and putting together a great flow sequence. She is observant and gives good verbal suggestions during poses. But her narrative runs non stop for the whole hour. Even the narrative about emptying our minds, turning away from the “monkey-mind” feels like my very own, well, monkey-mind!

Nancy back in 2012

Saying less, clear prompts, and space to listen to the answers. This one still resonates.

What is your design approach for facilitated events?

From the Blog Draft Archives, 2012. I’m leaving this one as is with a short reflection from today at the end.

Stories…

The 2012 Draft:
I am designing and facilitating a lot of face to face gatherings lately.  People ask me “how do you do this work?” and I realized that I was acting as an unconscious practitioner some of the time. So it was worth stepping back and asking myself the question, “what is my design approach for facilitated events?” With a little reflection, I realize I DO have an approach. Here is a quick description. I hope in the comments you might share your approaches!

  1. Purpose, Purpose Purpose
  2. Outcomes
  3. Process options
  4. Pacing, consistency and variety
  5. Harvest

Or, as John Smith calls it “memory practices.”

The 2022 addition. Those five things are pretty mundane. It is the stories we tell about them that holds the key. So the thing that remains most salient for me from the draft today is the idea of “memory practices.”

What is this? A quick search found something from Geoffrey Bowker’s book Memory Practices in the Sciences. “How the way we hold knowledge about the past—in books, in file folders, in databases—affects the kind of stories we tell about the past.” As I’ve been reviewing old blog drafts and creating new ones, the way I’m telling stories is changing. My memory practices are changing. I find that fascinating!

From Control to Free Floating Reverie

Fresh Post! No Archive redraft!

Johnnie Moore pointed to a great LinkedIn post by Laurence Barrett that resonates with my current “fallow” project. It is no accident that Johnnie is an advocate of “unhurried!”

Laying fallow, I can reflect, observe and cross-pollinate ideas and experiences that surround me because I have the free time and head/heart space to do that. I am not fully confined by a large set of obligations. Yes, the grandkids are still #1 priority and that is a place for much of my energy, but the freedom from deliverables is quite intoxicating. I am available for reverie!

I’m pulling out two quotes, but it will make much more sense if you go and read the whole post! And don’t miss the P.S. at the bottom, which is fodder for even more reflection and blogging!

Mr. Barrett is talking in the context of coaching and the dynamic of “containment.” When I read it, I immediately thought about how a facilitator may try and contain human interaction in the well-intentioned service of the goal or purpose of a gathering. As group process folks, we have the opportunity (motive! means!) to create containers where people might do something different and more effective if engaged in something more free floating than overly structured.

The older I get, the more I sense that a lot of group process practices are about how we actually make a space less welcoming, “safe,” etc. Instead, Barrett reflects on another way that is less contained, and more “free floating.”

Here we may think of it as a dynamic, mutual and rather messy process of meaning making. Images and associations arise from the unconscious to be exchanged and evolved in what Wilfred Bion termed a ‘reverie’; a free-floating dialogue without defined goals and objectives.

In reverie both coach and client are ‘in’ and committed to the dialogue. Both can potentially be transformed.

And…

If our need to be ‘masterful’ or ‘powerful’ (words I see in some coach training) prevents us from entering a reverie we do not contain our clients, we just limit them.

A client is contained not by the coaches calm, rational, objectivity, but by our engagement and involvement, and both parties may be transformed by the encounter.

Pretending we are wisdom figures may fuel our narcissism or hide our anxiety, but it is definitely not containment.

I have worked hard through my professional life to show up not as some sort of wisdom figure and to engage in reciprocal work and learning. But there are old patterns in there that creep up in my head saying “I know what to do here.” Fully recognizing those moments, and choosing to let go, is something quite wonderful. And a door to reverie. (Using a “door” metaphor also reminds us there are many ways to think about space and containers. See this wonderful piece about other ways to think of space.

P.S. I love the four fundamental principles Mr. Barrett’s company espouses. I love them so much I took a screen shot. Mr. Barrett, if that is not OK, let me know and I’ll take the image down!

Image of four principles of Heresy Consulting. Each has an image, then the words underneath including: All change is a step into the unknown, Only through difference can we learn, Leadership is an expression of the soul, and We are made through our relationships.
The four principles of Heresy Consulting https://www.heresyconsulting.com/