Here are some powerful tools to help clients plan their stakeholder engagement more strategically.
The two worlds I straddle - sustainability and process - interweave in all sorts of ways. And one of those ways involves challenging myself, and other facilitators, about the sustainability of our own practice. And although I've called this blog post 'greening' our practice, of course there are the social and ethical aspects of sustainability as well as the environmental ones to consider.
When I first met with Brigid Finlayson and Carolina Karlstrom, to see whether we could work together to create the first She is Still Sustainable, we talked a lot about the kind of event we wanted to make it. And our conversation focused a lot on mood, atmosphere, emotional tone: we wanted it to be “warm, safe, friendly event which is refreshing, inspiring and supportive”.
Lots of the women who came along to She is Still Sustainable said that the highlight was a co-coaching exercise we ran, using a solutions focus approach. People paired up and coached each other, asking positive, future-oriented questions about the sustainability work they wanted to do. The instructions are here.
Any fool can design a workshop. What really tests you is having to redesign it part-way through.
You’ve done a great plan, and prepared your materials. You know how you’d like the space laid out, and your workshop will take the group on a journey towards a convergent, satisfying conclusion.
And then it all goes horribly wrong. Nasty surprises throw your plans into disarray. You need to redesign and you need to do it NOW!
One of the lovely things that we did at She is Still Sustainable last month, was to build a wonderwall of our achievements. And wow! What a lot we have achieved.
Some were very personal – surviving divorce, arranging funerals, raising children....
Some had enormous reach – training 100s of facilitators, systems change programme with Sierra Leone Ministry of Health to improve community health, part of a team delivering a sustainable London 2012...
One of the things that came up again and again when I was talking to people about the new edition of Change Management for Sustainable Development, was supporting ourselves as sustainability professionals and as change-makers. There are three key pillars which support us: perspective, association, and giving ourselves a break.
In these turbulent days, with right-wing populist movements rising and an unpredictable political context, you may be asking yourself how this should be reflected in your sustainability strategy.
Perhaps there are critical business and organisational issues which need addressing, regardless of political uncertainty.
Or are you looking at what the Sustainable Development Goals (Global Goals) mean for the materiality analysis and the opportunities for collaboration that they bring.
If you are pondering these questions - or others - about your sustainability strategy and would like to think aloud with peers facing similar choices, do take a look at the second of this season of still conversations: where next with my sustainability strategy.
There are a few places still available, and you'll be in conversation with sustainability specialists from a major high street bank, an engineering company, a local authority and others.
A description of carousel technique in action plus a free download on how to run one yourself.
When I got the news about the US Presidential election result, I went through a lot emotions that I'm still processing.
One that may have been shared by those of you who are looked to for leadership - in ways big or small - was uncertainty about what to say to people who are wanting guidance.
I had to think about this pretty quickly, as I'd been asked present on leadership in the closing session of a four-day workshop on sustainable business.
So what now?
What kind of leadership do we want, what kind of leaders do we need to be, when the going gets really tough? For me, it boils down to resilience and responsibility.
It will be tough. There will be defeats and failures. People will try to stop the things we are working for. For some of us the challenges will be unbearably hard. For some of us they already are. (I know I speak from a position of privilege as a white, well-educated, able-bodied, straight, comparatively wealthy person from a Christian cultural background - I don't know I'm born.)
Part of what defines stepping up to lead - wherever we find ourselves - is that we are resilient and find ways to continue the work, especially when it is tough.
This doesn't mean that we can't take time out - rest, recharge, recuperate, get some R&R - these things are part of keeping ourselves resilient.
As Rabbi Tarfon said:
It is not your responsibility to finish the work of perfecting the world, but you are not free to desist from it either.
Knowing isn't enough. We need to take responsibility. Find the intersection between what we think is needed and what we are able to do, and step into that space. If you are there already, thank you.
If you are able to step up, thank you.
What if you're not sure, yet, what is in that intersection? Then keep doing the good you were already doing, and when you are sure you can step up. You're unlikely to be doing harm in the meantime.
Collaborate and support
Not all of us need to be leaders all the time. Being a great supporter is an essential job too. The climber relies on the woman belaying, in the picture. If the work you are doing is to enable and empower others to lead, thank you.
The workshop was part of the 2016 Postgraduate Certificate in Sustainable Value Chains, part of the suite of brilliant executive education on sustainability offered by the Cambridge Institute of Sustainability Leadership. Thanks team for asking me along! The full slide set I used is here.
If you're involved in a local group - campaigners, activists, community action, faith group - there will be some really important things you want to achieve in the world. And you'll have some kind of team, committee, council or similar organising the activities behind the scenes. How are those meetings? Clear, engaging, effective? Or dull, interminable, frustrating, repetitive?
I've led a couple of two-hour training sessions this year for groups on how to run meetings which make clear decisions that stick. So that they can spend time on doing the stuff that really matters.
Here are the handouts from the workshop I ran in mid November.
If you think your group would benefit, get in touch to see what I can do to help you.
I'm excited about ideas for peer learning workshops that have been bubbling away in my head and are beginning to take shape.
Focused, coachy, peer learning
I want to bring together sustainability people of various kinds, to be able to talk with each other about their challenges and ideas in a more expansive and easeful way than a conference allows.
People really benefit from being able to think aloud in coaching conversations. I've seen the transformations that can happen when supportive challenge prompts a new way of looking at things.
We also get so much from comparing our own experiences with peers: finding the common threads in individual contexts, exploring ideas about ways forward.
I’d like to combine these things by making the peer learning available in smaller groups and smaller chunks, where the atmosphere is more like coaching.
What's the idea?
The idea is to run half-day workshops, with between 6 and 10 people at each event. The intention is that they are safe and supporting spaces, where people can talk freely. We'll meet in spaces that are relaxed, creative, private, energising and feel good to be in. (More comfortable than the stone steps in the picture.)
Each workshop would have a theme, to help focus the conversations and make sure people who come along have enough in common for those conversations to be highly productive.
I'd run a few, on different themes, and people can come to one, some or all of them. They don't have to come to them all, so the mix of people will be different for each workshop.
I'd charge fees, probably tiered pricing so that it's affordable for individuals and smaller not-for-profits, but commercial prices for bigger and for-profit organisations.
The content of each workshop will come from the participants, rather than me: my role is to facilitate the conversations, rather than to teach or train people.
Choices, dilemmas, testing
When I've tested this idea with a few people, many have said that the success of the workshops will depend on who else is there: people with experience, insight, credibility. People they feel able to trust, before they commit to booking. I think this is useful feedback.
On the other hand, I'm unsure about the best way to ensure this. Is it enough to include a description of "who these workshops are for" and leave it to people to decide for themselves? Or should I set up an application process of some kind: asking people who apply to include a short explanation of who they are, what their role and experience is, and why they want to come along.
If I set up an 'application' process, will that be off-putting to the naturally modest? Too cumbersome? Adding extra steps (apply, wait, get place confirmed, then pay...) feels risky: at each step, the pool of likely participants will get smaller. Will this make the workshops unviable? Who am I to choose, anyway?
Another option is to make the workshops 'by invitation' with people having the option of requesting an invitation for their friends, peers, colleagues - or even themselves. This is what I'm leaning towards at the moment, based on gut feel.
Will this increase people's confidence in the workshops - that not just anyone gets a place, their peers will provide quality reflections and be people worth meeting? Will it make those people who do get an invitation feel special, better about themselves?
And will I really turn down anyone who asks for an invitation? What will they feel?
I've set up a survey to gather views on this, as well as on the topics that will be most interesting to people. Please let me know here where's there a short survey. Discounts and prizes available!
How it feels to experiment
I'm not a natural entrepreneur. Some people love to experiment and learn from failure. Fail faster. Fail cheaper. Intellectually I'm committed to experimenting with these workshops: testing out ideas about formats, marketing, pricing, venues, topic focus vs emergence, length, the amount of 'taught' content vs 'created' content and so on.
Emotionally: not so much. I want to get everything right before I start (which is why it's taken me about six months to even get to this stage). I'm getting great support from lots of people, and boy do I need it. Even sitting here, I can feel the prickly, clammy, cold physical manifestations of the fear of failure.
I need to move through the fear and into the phase of actually running some test workshops. I know they'll be great. I can see the smiles, feel the warmth, visualise the kind of room we're meeting in and the I already have the design and process clear. I have a shelf of simple but beautiful props in my office. I am 100% confident about the events themselves, it's the communications and administration of the marketing that freaks me out.
Learning from the learning
So already I'm learning. About myself, about what people say they need, about how venues can be welcoming or off-putting, about how generous people are with their time and feedback.
Vertically, horizontally or circularly ambitious? Mothering or child-free, by choice or randomness? Urban or rural? Partnered for life or a free agent? Gay or straight or something else? Employed, entrepreneur or freelance?
Women who work in sustainability are all these things and more.
Every woman makes decisions about her career, her ambitions and her family. As five women who have shared their learnings, successes and failures, we know one thing for sure – there’s a lot we can learn from each other.
We want to take time out to talk about women and changing the world. Not about politics, but about personal lives and choices.
That’s why we organised She Is Sustainable: London in February 2016, a two-day gathering for women working in sustainability, allowing women to share their stories and take part in discussion sessions on all aspects of women’s work and life.
She is Sustainable spawns sprogs
Becky and the rest of the gang weren't intending or expecting that SiS would become a thing, but it has. There have been SiSs in Cambridge and Lancaster, organised on the same shoe-string lines, for love, to give younger women at the start of their sustainability careers a chance to hear from older women who've journeyed ahead of them and have a few of the battle scars to prove it.
I was lucky enough to get involved with SiS Lancaster, offering some facilitation support while I mulled on my own life and my idea for a SiS for older women. I can see links with coaching, with peer learning and with the kind of support that sustainability change agents are crying out for, in my experience.
The Lancaster event was beautifully organised by Becky Willis and Jess Phoenix, with support from the Pentland Centre for Sustainability in Business, part of the Lancaster University. Being run at the university meant that we got to hear from some brilliant women who could bring us rigorous academic insight into gender and sustainability leadership.
Prof. Judi Marshall, whose work on the lived experience of being a sustainability change agent I've admired for years, shared insights on 'insider outsiders' and the role of gender in this. The cultural assumption and unconscious bias about the credibility and prestige of men means that there are difficult choices to be made about guest speakers at events: in the short term, is it better for our cause to have male contributors, because people will listen to them more?
We also heard from Prof. Gail Whiteman about the uncomfortable experiences early in her career which were "precious" because "they tell you what's important to you". Gail set up the Pentland Centre for Sustainability in Business and is bringing arctic ice to the attention of global boardrooms. Literally. She's got plans to establish an arctic base camp at the World Economic Forum at Davos. Now that I'd like to see.
To complete the trio of professors, Prof. Caroline Gatrell shared stats on the place of women in leadership including the glass cliff: women are more likely to access top positions during periods of crisis or risk. Maybe it's because they are seen as more creative or more safe. Maybe it's because they are seen as expendable. Theresa May springs to mind, as do Margaret Beckett and Harriet Harman who have both 'held the fort' for Labour between 'proper' leaders.
what was it like?
As well as these insights from academic research (and the academic life), She is Sustainable made room for more personal life stories from older women, and lots of sharing among participants. The atmosphere was so warm and supportive, as well as being inspirational. Younger women heard from older women and from each other about their careers in sustainability and how these interwove with life choices and unchosen circumstances.
We spoke together about following your heart and using your head, about finding your place and moving on. We shared experiences about balancing career with caring responsbilities, and about the different kinds of women we can be and want (or don't want) to be.
We used random everyday objects to open up about how we see ourselves as women who work in sustainability.
Speaking about the unspoken
I was lucky enough to facilitate two open space sessions, where topics were proposed which perhaps might not have been if the group had not been women-only. Yes, there really was a session on periods and yes, there really was quite a lot to be shared and discussed about the impact of menstruation on work.
There was everyday sexism in the stories: the woman whose junior male colleague was addressed as the boss all the way through a business meeting; the casual assumptions about who will take the notes and make the tea.
And there was conversation about racism, ethnicity and being a woman of colour in the sustainability field.
She is (still) sustainable
I went along partly to test out my guess that SiS could be tweaked a bit to provide a brilliant way for older women to discuss their choices: if you're mid-career, would it be useful to consider what's next? Perhaps it's an "after children" conversation, or perhaps one about daring to take the next step upwards or sideways. Perhaps it's about being ready to change direction, to slow down or branch out. or to take on your biggest challenge yet. Perhaps its about how you keep credible and energetic when your body is starting to let you down.
I don't know what the conversations are that sustainability women at this later stage will want to have, but I do know that there was enthusiasm for the idea when I tested it, and I am brimming with ideas about how to adjust the SiS approach for this group of women.
Let me know what you think!
A lot of projects have been completed in the last couple of weeks, so I've been encouraging clients to have debriefing conversations.
Although I always include some kind of debrief in my costings, not all clients find the time to take up this opportunity. That's such a shame! We can learn something about how to bring people together to have better conversations, every time we do it.
Structuring the debrief
I've been using a simple three question structure:
- What went well?
- What went less well?
- What would you do differently, or more of, next time?
This works in face to face debriefing, telecons and can even form a useful way of prompting a debriefing conversation that takes place in writing: in some kind of joint cyberplace, or by email.
If we haven't already had a conversation about immediate next steps, then I'll add this fourth question:
- What do we need to do next?
Referring back to the aims
Since, for me, the aims are the starting point for the design process, they should also be the starting point for the debriefing conversation. To what extent did we meet our aims? What else might the client team need to do in next weeks and months, to get closer to meeting the aims?
Evidence to draw on
It's really helpful for the team to have access to whatever the participants have fed back about how the process or event worked for them. Sometimes we use paper feedback forms in the room, sometimes an electronic survey after the event. Quantitative and qualitative reports based on this feedback can help people compare their intuitive judgements against what participants have said.
In other situations, we make time in the process for participants to have their own conversation about how things have gone. A favourite technique is to post up a flip with an evaluation question like "to what extent did we meet our aims?". The scale is drawn on, and labelled "not at all" to "completely". Participants use dots to show their response to the question, and then we discuss the result. I often also post up flips headed "what helped?" and "what got in the way?". People can write their responses directly on to the flips. This is particularly useful when a group will be meeting together again, and can take more and more responsibility for reflecting on and improving its ways of working effectively.
What's been learnt?
Some of the unexpected things to have come out of recent debriefs:
- The things that actually get done may be more important than the stated aims: one workshop only partially met its explicit aims to develop consensus on topic X, but exceeded client expectations in building better working relationships, making it easier to talk later about topic Y.
- What people write in their questionnaire responses can be quite different to the things you heard from one or two louder voices on the day.
- A debriefing conversation can be a good way of briefing a new team member.
And the obvious can be reinforced too: clarity on aims really helps, thinking about preparation and giving people time to prepare really helps, allowing and enabling participation really helps, good food really helps!
I've been reading "Involving communities in deliberation: A study of 3 citizens’ juries on onshore wind farms in Scotland" by Dr. Jennifer Roberts (University of Strathclyde) and Dr. Oliver Escobar (University of Edinburgh), published in May 2015.
This is a long, detailed report with lots of great facilitation and public participation geekery in it. I've picked out some things that stood out for me and that I'm able to contrast or build on from my own (limited) experience of facilitating a Citizens' Jury. But there are plenty more insights so do read it for yourself.
I've stuck to points about the Citizen Jury process - if you're looking for insights into onshore wind in Scotland, you won't find them in this blog post!
What are Citizens' Juries for?
This report takes as an underlying assumption that its focus - and a key purpose of deliberation - is learning and opinion change, which will then influence the policies and decisions of others. The jury is not seen as "an actual decision making process" p 19
"Then ... the organisers feed the outputs into the relevant policy and/or decision making processes." p4
In the test of a Citizens’ Jury that I helped run for NHS Citizen, there was quite a different mandate being piloted. The idea is that when the Citizens’ Jury is run ‘for real’ in NHS Citizen, it will decide the agenda items for a forthcoming Board Meeting of NHS England.
This is a critical distinction, and anyone commissioning a Citizens’ Jury needs to be very clear what the Jury is empowered to decide (if anything) and what it is being asked for its views, opinions or preferences on. In the latter case, the Citizens’ Jury becomes essentially a sophisticated form of consultation.
This is not necessarily a bad thing, but it needs to be very clear from the start which type of involvement is being sought.
Having confidence in the Citizens’ Jury process
To be a useful consultant mechanism, stakeholders and decision-makers need to have confidence in the Citizens’ Jury process. This applies even more strongly when the Jury has decision-making powers.
The organisers and commissioners need to consider how to ensure confidence in a range of things:
- the selection of jurors and witnesses,
- the design of the process (including the questions jurors are invited to consider and the scope of the conversations),
- the facilitation of conversations,
- the record made of conversations and in particular decisions or recommendation,
The juries under consideration in this report benefited from a Stewarding Board. This type of group is sometimes called a steering group or oversight group. It’s job is to ensure the actual and perceived independence of the process, by ensuring that it is acceptable to parties with quite difference agendas and perspectives. If they can agree that it’s fair, then it probably is. Chapter 3 of the report looks at this importance of the Stewarding Board, its composition and the challenging disagreements it needed to resolve in this process.
In our NHS Citizen test of the Citizens’ Jury concept, we didn’t have an equivalent structure, although we did seek advice and feedback from the wider NHS Citizen community (for example see this blog post and the comment thread) as well as from our witnesses, evaluators with experience of Citizens’ Juries. We also drew on our own insights and judgements as independent convenors and facilitators. My recommendation is that there be a steering group of some kind for future Citizens’ Juries within NHS Citizen.
What role for campaigners and activists?
The report contains some interesting reflections on the relationship between deliberative conversations in ‘mini publics’ and citizens who have chosen to become better informed and more active on an issue to the extent of becoming activists or campaigners. (Mini public is an umbrella term for any kind of “forum composed of citizens who have been randomly selected to reflect the range of demographic and attitudinal characteristics from the broader population – e.g. age, gender, income, opinion, etc.” pp3-4)
The report talks about a key feature of Citizens’ Juries being that they
“...use random selection to ensure diversity and thus “reduce the influence of elites, interest advocates and the ‘incensed and articulate’”
(The embedded quote is from Carolyn Hendriks’ 2011. The politics of public deliberation: citizen engagement and interest advocacy, Basingstoke, Palgrave Macmillan.)
So what is the role of the incensed and the articulate in a Citizens’ Jury? The detail of this would be decided by the steering group or equivalent, but broadly there are two roles outlined in the report: being a member of the steering group and thus helping to ensure confidence in the process; and being a witness, helping the jurors to see multiple aspects of the problem they are considering. See pp 239-240 for more on this.
Depending on the scope of the questions the Citizens’ Jury is being asked to deliberate, this could mean a very large steering group or set of witnesses. The latter would increase the length of the jury process considerably, which makes scoping the questions a pragmatic as well as a principled decision.
The project ran from April 2013 to May 2015. You can read the full report here.
Thanks very much to Clive Mitchell of Involve who tipped me off about this report.
See also my reflections on the use of webcasting for the NHS Citizen Citizens' Jury test.
I've been working with a small client team to design a workshop. The client team see lots of weaknesses in the current set-up that the group is a part of. As the fighter pilot said when surrounded by enemy planes, it is a target-rich environment. So where do we begin?
We discussed jumping in and asking the biggest, baddest questions about the group's role and existence. We played around with focusing on process tasks like revisiting terms of reference. We thought about starting with easy wins.
The someone suggested a garden metaphor: the group and its work is a garden and - so he thought - the implication is that we want to do something evolutionary not revolutionary.
It got me thinking about the different kinds of interventions you might make in a garden - which could be radical as well as incremental - and we used these metaphors to help us reach a clearer common view about what the workshop should be like.
Dreaming of warm sunny evenings
Especially at this time of year, when nothing much is growing and the days are moist and cold, many gardeners will be dreaming of long summer evenings with a glass of wine and artfully placed candles. Scents and seating and shade. We could use the workshop to dream about the desired future, building a rich shared vision that inspires us during the hard months ahead.
Rip it up and start again
Not all interventions in gardens are evolutionary. People sometimes decide to completely remodel their garden: hard landscaping, tree removal, new soil, the works. So a workshop could work on new plans: where to put the pond, as it were. And people could even move on to project planning: when to get the diggers in.
Or the workshop could be like a work party: lots of practical immediate stuff to get on with: weed the borders, turn the compost heap, sew the broad beans and repair the fence.
Using metaphors helped us decide
Tossing these options around helped us decide on the kind of workshop we wanted, before we agreed on the detailed draft aims. We went for the weeding party. Trowels at the ready!
What metaphors have helped you, in designing and planning workshops?