Posts tagged “stakeholder”

Frequently, my work involves large group workshops and teams of willing volunteers acting as support facilitators.  They may be drawn from the client team or from the wider consultant team.  They are often technical specialists or traditional communications specialists, and sometimes – but not always – they have facilitation experience.

In a recent workshop, I was faced with quite a challenge:

• Up to 50 participants who we’d invited to help with the larger project;
• A complex set of questions which the team wanted them to address;
• A desire from the project team to start with a blank sheet of paper, rather than building on existing thinking, which is possibly flawed or at least too narrow.
• A desire for people to be challenged by the diversity of perspectives in the group – which I responded to by building in a carousel process;
• Plus the need to spend some time establishing the group formally and informally, as it is intended to have a life of three more meetings over the next year;
• A facilitation team which included technical specialists with unknown facilitation experience.

Now I’m a slightly risk-averse person who manages my anxiety by making lists.  And (as anyone who has worked with me will tell you) my ‘detailed meeting plans’ can run to 20+ pages.

So my approach was to think through the break-out group processes in a lot of detail, and to provide as much pre-prepared support materials as I could for my trusty support facilitators.  As well as the overall meeting plan, they got a very detailed briefing document, a briefing meeting and a stack of pre-written flip chart sheets with task instructions and blank templates to be filled in.  We also had worksheets to be filled in during conversations around tables.

This reduced my anxiety.

I’m not sure what it did to their blood pressure when they received the briefing documents!

So, I felt 100% prepared for the things I could control in advance.

Once you’ve asked the question, it belongs to the group

With such detailed preparation and planning, it can be tempting to think that the design job is over once the workshop begins.

Of course, that’s not the case.  In a brief conversation with one of facilitators during a switch-over between sessions, we agreed that “people interpret questions in such different ways” and “once you’ve asked the question, it belongs to the group.”

Responding to the emergent conversation

During this workshop, we discovered that the timings I’d anticipated for the carousel tasks were just too short.  A scheduled 30 minute morning break meant that the first carousel session could be extended by up to 10 minutes, without throwing the rest of the programme.  But the second and third sessions required co-ordinated timing among the groups.

As the second session was running, I visited each group briefly to see how they were getting on.  Rich conversations, but taking much longer than I planned for!

Initially I responded by slipping each facilitator a note giving them an extra five minutes.  But it was clear that some more radical process redesign was needed.  Could I really do this to my inexperienced facilitators – ask them to throw away the carefully planned and prepped process and substitute something else, on the fly?

Having considered this for a few minutes (it really helps to have a quiet space and a trusted colleague to talk things through with) I decided that not only could I do this, it was absolutely the best option.  So we rapidly wrote out four sets of staccato briefing notes on sticky notes, and four new ‘instructional’ flip chart sheets.  We delivered these substitute materials each to carousel facilitator, and the workshop was back on track.  We had facilitators who knew what was happening, and we had responded effectively (if not very gracefully) to the emerging and unfolding conversations in the carousel groups.

Some practical things which made this possible:

• A quiet space out of the way of the break-out groups
• Facilitators working in pairs in the carousel groups
• Spare flip chart paper, pens and post-its which weren’t being used in the break-out spaces
• A 60 minute scheduled lunch break, which we could steal 10 minutes from without it being too uncomfortable
• An experienced facilitator as well as the lead facilitator not allocated to a break-out group, to notice what was happening in all of the groups, talk about what we could see, make a decision and implement it fast.

And of course, it wouldn’t have been possible without the positive attitude of the facilitation team who didn’t grumble or complain but stepped up to the challenge brilliantly.

In the debrief at the end of the day, it was generally agreed that changing the process at that point was a good call, and no-one raised the change or how it was done under our traditional ‘what went less well’ heading.  So I’m satisfied that, on that occasion at least, my dance between preparation and responsiveness worked well enough.

The latest ‘engaging people’ column has just been published in the environmentalist, and it’s about ecosystem services and stakeholder engagement.

It was a lot of fun writing this article with the erudite and ebullient Mark Everard, who I first met when working with The Natural Step.  Mark is one of that rare – but thankfully increasing – breed of technical experts who really understand the importance and value of stakeholder engagement. 

The article explores engaging people in using an ecosystems services approach to understand places, problems and solutions.

It was great to compare experiences of running stakeholder workshops which are either centred on ecosystems services, or included a nod to that way of thinking.

Mark’s experience has been more extensive than mine, and he seems to have witnessed more positive resolutions.  When a farmer asked “what is the job of a river” in the workshop I was running, he gave his own answer: it’s to carry water away from farmland as fast as possible.  There wasn’t the opportunity to enable a longer conversation which could acknowledge watery multi-tasking, and the benefits people from it.

We all rely on ecosystem services, whether we like it or not.  We all eat food.  We all drink water.  We all breathe air.  Mostly, in a country like the UK, we just don’t realise that these are ecosystem services – carrots come from the supermarket, not an ecosystem. 

But it seems to me that some people feel threatened by the weight given to ecosystem services which seem – to them – to be more ‘about birds than people’.  Dialogue which enables deeper understanding of our dependence on the natural world is enormously helpful, but in my experience it is hard to engage people in this kind of conversation when they are suspicious that the process it is part of is an excuse for stopping them meeting what they see as their more immediate and direct needs.

So I’m excited to hear about Mark’s successes in moving beyond mistrust.

The latest issue of the environmentalist includes an article I’ve written, entitled “who can help me make this change?“.  In it, I share an approach I’ve used successfully in training courses and (as my daughter would say) in true life: it helps people to systematically identify key internal and external players who can help them bring about the change they want to see.

If a particular person or group are crucial to making the change happen, then you want them to be supportive of it.  Ask them what they’d like to see happening, and how you can help them.  Find common ground and enlist their support.

If someone is already very supportive, but not really needed, then see what they can do to influence or recruit those who are needed.  Or enlist them to support you.

Remember, the art of engaging people to help create transformational change involves listening and letting go.

It won’t have escaped your notice that not everyone in the UK loves wind turbines.  So if you’re planning to add to our renewable energy capacity, you might want to think about how to involve your neighbours early on.

In 2005 my article (pdf) in the environmentalist described some interesting initiatives specifically designed to help those promoting or planning wind energy developments, to engage their stakeholders.

Too often, I meet with people who see stakeholder engagement as a more sophisticated way of selling their messages to potential critics.

That’s not the game I’m in!

Don’t bother asking people what they think if you’re not willing to change your plans as a result.

This article explains why you need to act in good faith when you’re listening to your stakeholders.

Update: November 2010

I’ve been using a new categorisation recently with good effect, courtesy of Lindsey Colbourne and Sciencewise:

• transmit – “straight comms” – one way, putting out a message about something which has already been decided or already happened.
• collaborate – work together to co-create an understanding of the situation, problem, possible solutions, implementation plans and so on.
• receive – “extractive research” of the kind perfected by social researchers, market researchers etc.

There is absolutely a role for all three, and many processes or even single events will include ways of doing all three.

But if you want buy-in, and want those implementing the outcomes to want to do so, collaboration is the way.  And more fun, IMHO.

Facilitator and blogger Myriam Laberge has explored this a bit too.

There’s a neat metaphor for understanding the delicate relationship between a change maker (be they in a formal leadership position or leading from the middle) and the rest of the people in an organisation.

Imagine you are connected to the rest of the organisation by a big elastic band.  As you move off in the direction of more ambitious, radical change, the elastic stretches.  The pull on the others may be just enough to get them moving and bring them with you.  You stay a bit ahead, to maintain momentum.

But if you go too far ahead, and they aren’t ready to move so fast or such a distance, then the bounce goes out of the elastic, the tension rises and -ping- it snaps.

As a result, there’s nothing holding you back!

But, unfortunately, there’s no-one moving in your direction any more, either.  And, if you look back now, you’ll see that you’re alone.

This article I wrote for Croner helps you check that you’re involving people properly.  They’re happy for me to include the original here, as long as I say this:

“This report was published as part of Croner’s Environmental Policy and Procedures, a resource designed to guide organisations through setting up an effective environmental management system.  For more information on this and other products published by Croner, go to www.croner.co.uk or telephone 020 8547 3333.”

Which I’m happy to do.

I spend quite a lot of my time working with clients to engage stakeholders around topics related to sustainable development.

This might be working with coastal communities to figure out how to respond to rising sea levels.  It might be chewing over new approaches to public transport.  Or it could be examining how the market for supplying domestic energy can be adjusted to reward companies for selling less energy or lower carbon energy.

I also run a lot of training courses for people who want to learn more about stakeholder engagement and to develop their facilitation skills.

DAD / ED is one of the most useful models I know for helping learners and clients understand the difference between traditional communications – Decide, Announce, Defend (Abandon) – and an approach which engages stakeholders: Engage, Deliberate, Decide.

This article I wrote for the environmentalist, published in February 2009,  explains a bit more.

Why should environmentalists (in all our various guises) get into stakeholder engagement?

Sometimes the problems are just too complex to be solved by one party acting alone.

If you can bring people together in an atmosphere of dialogue (a ‘conversation with a center, not sides’ as William Isaacs calls it), then the chances of finding that sweet spot where everyone’s interests coincide is so much higher.

Now this is a bit like an optical illusion even in principle – the concept slips in and out of focus.  It’s even harder in practice.  There are, though, some institutions and processes that get close, and have resulted in some interesting collaborative work.

Take, for example, the Marine Stewardship Council.  It’s built on the idea that lots of different people have an interest in the sustainability of fish stocks, even if those interests are driven by different motivations.  It’s an example of sustainable development happening because of people working together.

There’s more about this in my article for the environmentalist, here (pdf).