values and ethics facilitating learning and project groups
TRANSCRIPT
Values and EthicsValues and Ethics
Facilitating Learning and Facilitating Learning and Project GroupsProject Groups
IAF Values and CompetenciesIAF Values and Competencies
Inclusiveness – including the full Inclusiveness – including the full diversity of membership and in diversity of membership and in facilitationfacilitation
Global Scope -- Serving facilitators Global Scope -- Serving facilitators locally, nationally, and internationallylocally, nationally, and internationally
Participation – participative Participation – participative methodologiesmethodologies
Celebration – celebrating life through Celebration – celebrating life through interchange, activities, and eventsinterchange, activities, and events
IAF Values and CompetenciesIAF Values and Competencies
Innovative Form – Modeling a Innovative Form – Modeling a participative and flexible participative and flexible organizationorganization
Social Responsibility – Socially Social Responsibility – Socially responsible change within private, responsible change within private, public, and voluntary organizationspublic, and voluntary organizations
IAF Statement of ValuesIAF Statement of Values As group facilitators, we believe in the As group facilitators, we believe in the
inherent value of the individual and the inherent value of the individual and the collective wisdom of the group. We strive collective wisdom of the group. We strive to help the group make the best use of the to help the group make the best use of the contributions of each of its members. We contributions of each of its members. We set aside our personal opinions and set aside our personal opinions and support the group’s right to make its own support the group’s right to make its own choices. We believe that collaborative and choices. We believe that collaborative and cooperative interaction builds consensus cooperative interaction builds consensus and produces meaningful outcomes. We and produces meaningful outcomes. We value professional collaboration to value professional collaboration to improve our profession. improve our profession.
IAF Code of EthicsIAF Code of Ethics
Client ServiceClient Service• Understanding the purpose of the Understanding the purpose of the
facilitationfacilitation• Working to resolve contradictions Working to resolve contradictions
between a group’s intentions and the between a group’s intentions and the previously stated purpose. previously stated purpose.
• Helping clients to establish realistic Helping clients to establish realistic expectationsexpectations
IAF Code of EthicsIAF Code of Ethics
Conflict of InterestConflict of Interest• Refrain from using position to secure Refrain from using position to secure
unfair or inappropriate favors or unfair or inappropriate favors or privilegeprivilege
• Openly acknowledge potential conflictsOpenly acknowledge potential conflicts Personal biasPersonal bias Prior knowledgePrior knowledge Relationship with participantsRelationship with participants
IAF Code of EthicsIAF Code of Ethics
Group AutonomyGroup Autonomy• Respect the culture, rights, and Respect the culture, rights, and
autonomy of the groupautonomy of the group Seek the group’s conscious assent to the Seek the group’s conscious assent to the
processprocess We protect the welfare and dignity of We protect the welfare and dignity of
participantsparticipants We maintain freedom of choiceWe maintain freedom of choice
IAF Code of EthicsIAF Code of Ethics
Processes, Methods, and ToolsProcesses, Methods, and Tools• Use processes designed to meet he Use processes designed to meet he
group’s goalsgroup’s goals• Use the most appropriate processUse the most appropriate process• Be proficient in the processes we useBe proficient in the processes we use
IAF Code of EthicsIAF Code of Ethics
Respect, Safety, Equity, and TrustRespect, Safety, Equity, and Trust• Create an environment that respects Create an environment that respects
individual boundariesindividual boundaries• Use a variety of methods to bring out Use a variety of methods to bring out
the group’s natural abilitiesthe group’s natural abilities• Understand that every action we take is Understand that every action we take is
an intervention which may affect the an intervention which may affect the process and outcomeprocess and outcome
IAF Code of EthicsIAF Code of Ethics
Stewardship of ProcessStewardship of Process• Participants bring knowledge and Participants bring knowledge and
expertise of the substance of their expertise of the substance of their situation, we bring knowledge and situation, we bring knowledge and expertise in the group process.expertise in the group process.
• We minimize our influence on the group We minimize our influence on the group outcomesoutcomes
• When we have content knowledge, we When we have content knowledge, we offer it with an explanation of our offer it with an explanation of our change in role. change in role.
IAF Code of EthicsIAF Code of Ethics
ConfidentialityConfidentiality• Individual comments and contributions Individual comments and contributions
of group members are confidential.of group members are confidential.• Client information is confidentialClient information is confidential
IAF Code of EthicsIAF Code of Ethics
Professional DevelopmentProfessional Development• We strive to continuously improve our We strive to continuously improve our
knowledge and skills as facilitators.knowledge and skills as facilitators.• We strive for healthy personal We strive for healthy personal
developmentdevelopment
EthicsEthics
To whom do we owe a duty?To whom do we owe a duty? Who is our clientWho is our client
• Primary clientPrimary client• Contact clientContact client
EthicsEthics
How do we remain neutral or How do we remain neutral or impartial?impartial?• We are neutral in regards to outcomes, We are neutral in regards to outcomes,
we are not neutral with respect to we are not neutral with respect to process issues.process issues.
• We balance process and resultsWe balance process and results
EthicsEthics
What is the best Decision-Making What is the best Decision-Making strategystrategy• Consensus is desirableConsensus is desirable• The atmosphere of dialog is the primary The atmosphere of dialog is the primary
goalgoal
CompetenciesCompetencies Create Collaborative Client RelationshipsCreate Collaborative Client Relationships Develop working partnershipsDevelop working partnerships
• Clarify mutual commitment Clarify mutual commitment • Develop consensus on tasks, deliverables, roles & responsibilities Develop consensus on tasks, deliverables, roles & responsibilities • Demonstrate collaborative values and processes such as in co-Demonstrate collaborative values and processes such as in co-
facilitation facilitation Design and customize applications to meet client needsDesign and customize applications to meet client needs
• Analyze organizational environment Analyze organizational environment • Diagnose client need Diagnose client need • Create appropriate designs to achieve intended outcomes Create appropriate designs to achieve intended outcomes • Predefine a quality product & outcomes with client Predefine a quality product & outcomes with client
Manage multi-session events effectivelyManage multi-session events effectively• Contract with client for scope and deliverables Contract with client for scope and deliverables • Develop event plan Develop event plan • Deliver event successfully Deliver event successfully • Assess / evaluate client satisfaction at all stages of the event or projectAssess / evaluate client satisfaction at all stages of the event or project
CompetenciesCompetencies Select clear methods and processes thatSelect clear methods and processes that
• Foster open participation with respect for client culture, Foster open participation with respect for client culture, norms and participant diversity norms and participant diversity
• Engage the participation of those with varied learning / Engage the participation of those with varied learning / thinking styles thinking styles
• Achieve a high quality product / outcome that meets the Achieve a high quality product / outcome that meets the client needs client needs
Prepare time and space to support group Prepare time and space to support group processprocess• Arrange physical space to support the purpose of the Arrange physical space to support the purpose of the
meeting meeting • Plan effective use of time Plan effective use of time • Provide effective atmosphere and drama for sessions Provide effective atmosphere and drama for sessions
CompetenciesCompetencies Demonstrate effective participatory and Demonstrate effective participatory and
interpersonal communication skillsinterpersonal communication skills• Apply a variety of participatory processes Apply a variety of participatory processes • Demonstrate effective verbal communication skills Demonstrate effective verbal communication skills • Develop rapport with participants Develop rapport with participants • Practice active listening Practice active listening • Demonstrate ability to observe and provide feedback to Demonstrate ability to observe and provide feedback to
participants participants Honor and recognize diversity, ensuring Honor and recognize diversity, ensuring
inclusivenessinclusiveness• Encourage positive regard for the experience and perception of Encourage positive regard for the experience and perception of
all participants all participants • Create a climate of safety and trust Create a climate of safety and trust • Create opportunities for participants to benefit from the Create opportunities for participants to benefit from the
diversity of the group diversity of the group • Cultivate cultural awareness and sensitivity Cultivate cultural awareness and sensitivity
CompetenciesCompetencies Manage group conflictManage group conflict
• Help individuals identify and review underlying Help individuals identify and review underlying assumptions assumptions
• Recognize conflict and its role within group learning / Recognize conflict and its role within group learning / maturity maturity
• Provide a safe environment for conflict to surface Provide a safe environment for conflict to surface • Manage disruptive group behavior Manage disruptive group behavior • Support the group through resolution of conflict Support the group through resolution of conflict
Evoke group creativityEvoke group creativity• Draw out participants of all learning and thinking styles Draw out participants of all learning and thinking styles • Encourage creative thinking Encourage creative thinking • Accept all ideas Accept all ideas • Use approaches that best fit needs and abilities of the Use approaches that best fit needs and abilities of the
group group • Stimulate and tap group energy Stimulate and tap group energy
CompetenciesCompetencies Guide the group with clear methods and processesGuide the group with clear methods and processes Establish clear context for the session Establish clear context for the session Actively listen, question and summarize to elicit the sense Actively listen, question and summarize to elicit the sense
of the group of the group Recognize tangents and redirect to the task Recognize tangents and redirect to the task Manage small and large group process Manage small and large group process
Facilitate group self-awareness about its taskFacilitate group self-awareness about its task Vary the pace of activities according to needs of group Vary the pace of activities according to needs of group Identify information the group needs, and draw out data Identify information the group needs, and draw out data
and insight from the group and insight from the group Help the group synthesize patterns, trends, root causes, Help the group synthesize patterns, trends, root causes,
frameworks for action frameworks for action Assist the group in reflection on its experience Assist the group in reflection on its experience
CompetenciesCompetencies Guide the group to consensus and desired outcomesGuide the group to consensus and desired outcomes
• Use a variety of approaches to achieve group consensus Use a variety of approaches to achieve group consensus • Use a variety of approaches to meet group objectives Use a variety of approaches to meet group objectives • Adapt processes to changing situations and needs of the Adapt processes to changing situations and needs of the
group group • Assess and communicate group progress Assess and communicate group progress
• Foster task completionFoster task completion
CompetenciesCompetencies Build and Maintain Professional KnowledgeBuild and Maintain Professional Knowledge Maintain a base of knowledgeMaintain a base of knowledge
• Knowledgeable in management, organizational systems Knowledgeable in management, organizational systems and development, group development, psychology, and and development, group development, psychology, and conflict resolution conflict resolution
• Understand dynamics of change Understand dynamics of change • Understand learning and thinking theory Understand learning and thinking theory
Know a range of facilitation methodsKnow a range of facilitation methods• Understand problem solving and decision-making Understand problem solving and decision-making
models models • Understand a variety of group methods and techniques Understand a variety of group methods and techniques • Know consequences of misuse of group methods Know consequences of misuse of group methods • Distinguish process from task and content Distinguish process from task and content • Learn new processes, methods, & models in support of Learn new processes, methods, & models in support of
client’s changing/emerging needs client’s changing/emerging needs
CompetenciesCompetencies Maintain professional standingMaintain professional standing
• Engage in ongoing study / learning related to our field Engage in ongoing study / learning related to our field • Continuously gain awareness of new information in our Continuously gain awareness of new information in our
profession profession • Practice reflection and learning Practice reflection and learning • Build personal industry knowledge and networks Build personal industry knowledge and networks • Maintain certification Maintain certification
CompetenciesCompetencies Practice self-assessment and self-awarenessPractice self-assessment and self-awareness
• Reflect on behavior and results Reflect on behavior and results • Maintain congruence between actions and personal and Maintain congruence between actions and personal and
professional values professional values • Modify personal behavior / style to reflect the needs of the Modify personal behavior / style to reflect the needs of the
group group • Cultivate understanding of one’s own values and their Cultivate understanding of one’s own values and their
potential impact on work with clients potential impact on work with clients 2. Act with integrity2. Act with integrity
• Demonstrate a belief in the group and its possibilities Demonstrate a belief in the group and its possibilities • Approach situations with authenticity and a positive attitude Approach situations with authenticity and a positive attitude • Describe situations as facilitator sees them and inquire into Describe situations as facilitator sees them and inquire into
different views different views • Model professional boundaries and ethics (as described in Model professional boundaries and ethics (as described in
ethics and values statement) ethics and values statement)
CompetenciesCompetencies Trust group potential and model neutralityTrust group potential and model neutrality
• Honor the wisdom of the group Honor the wisdom of the group • Encourage trust in the capacity and experience of others Encourage trust in the capacity and experience of others • Vigilant to minimize influence on group outcomes Vigilant to minimize influence on group outcomes • Maintain an objective, non-defensive, non-judgmental Maintain an objective, non-defensive, non-judgmental
stance stance