Tag Archives: engagement

Announcing two workshops for September 2016

This year I am very excited to host two workshops focused on the use of visuals in our facilitation practice.

The first is called My Pens, Our Pens and is a brand new offering Sept 16-17. This is being developed with Nancy White (my co-conspirator of the last six years). We are treading into new territory as we explore the role of visuals in design and facilitation.   This is not your traditional workshop. We are looking to push our boundaries (and yours) in terms of the role of visuals in design and facilitation. We will ask hard questions about who captures content and what is its use?  Can visual methods help reporting out be more meaningful? What is the role of metaphor? Constraints? Where are there visual opportunities in process design? When does it make sense to use visuals and where does it detract from the process? What is the process of others capturing and harvesting content? For those joining and wanting an introduction to drawing on walls, there is an optional half-day Sept 15 to teach the basics.

The second is the 7th annual  Rosviz graphic facilitation workshop. This two-day experiential workshop provides the fundamentals needed to get started drawing on walls, use visuals to achieve your goals or hone your existing practice (Sept 19-20). Whether helping communities plan their futures or groups track progress, we will provide the skills and confidence needed to use a range of visuals in your work and engage beyond words.

Workshop details for both offerings are found here!

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From the field: tips for policy engagement

Samoan Circle Discussion on Policy Engagement with ADB, UN-Habitat, ICIMOD and MOUD (Nepal)

I have recently been reflecting on a knowledge sharing and learning session I organized in Nepal in March 2015 on the topic of Policy Engagement. This is part of my capacity building role in the South Asia Urban Knowledge Hub. A highlight of the 2 days was a panel on policy engagement which was held in a circle where those listening could ask questions by joining the speakers in the inner circle. The speakers included Dr Mahendra Subbha, Joint Secretary DUDBC from Nepal’s Ministry of Urban Development, Bhushan Tuladhar from UN-Habitat (South Asia), Mr Nand Kishor Agrawal of ICIMOD and Vivian Castro-Woolridge of the Asian Development Bank.

Some interesting points that came out of the circle discussion included:

  • In academic and applied research, framing of issue needs to be considered
  • Consider who is the best gatekeeper? Who is a good messenger?
  • Get embedded on major committees so you can take advantage of policy windows, opportunities.
  • Sell how your research can contribute to long-term change
  • Materials should be readable, use native language, have colour and a summary
  • Reach out to those that can help – i.e. media
  • Publish science, be credible but also communicate and be relevant to society
  • Its our responsibility as researchers to create demand.
  • Collaborate (public, private and academic)

At the end of the session, each speaker was asked to give one final piece of “Key Advice”. This is what they said:

  • Think design, pre-policy and disseminate
  • Advocacy, Advocacy, Advocacy
  • Never take a top scientist to a meeting – take a communications expert
  • Rephrase and repackage

What are your tips and lessons? Please share in the comments feature!

As the Khub continues on the path of research and engagement in the urban development field I am constantly reminded of this spirited discussion. I hope it has stuck in our researchers’ minds as well 🙂

I have posted presentations from the 2 day gathering online:

If interested in the session workbook, email me for a copy (michelle.k.laurie(@)gmail.com).

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Graphic Facilitation 2015 – Skills, Innovation and Fun!

I am very excited to be co-hosting the 6th Annual Graphic Facilitation Workshop in Rossland, BC July 13-14th, 2015.

rosviz2015_poster_master.

Have you noticed how companies and organizations are using visuals more and more in the way they communicate with customers, employees and communities? Learn the tricks of the trade in two days packed with practical skills, confidence building and FUN!

If you are interested in ENGAGING BEYOND WORDS and looking for innovative ways to spice up your practice, this workshop is a fabulous experience.

In the words of 2x participant Fern:

“I wanted to send a quick thank you for hosting such a wonderful workshop. I had a fabulous time and learned a lot, even though I already took the workshop 4 years ago I was thrilled to have the opportunity to take again. The content is rich, the hands on application powerful, the people genuine and the instructors first class. Being immersed in this creative process for two whole days is an amazing experience, I would recommend it to anyone interested in learning more about graphic facilitation and how it can help positively transform group process.” (Fern Sabo, 2x participant, 2010 & 2014)

What is it exactly?

Sometimes our imaginations are sparked by a visual where words fail us.  Many of us are visual thinkers.  Think about when communities plan and imagine their futures, when teams consider the possible outcomes for their projects, when groups create maps to track their progress.  This experiential workshop focuses on engaging people beyond words and text and takes place almost entirely at the drawing surface. You can expect to go away with icons, ideas and approaches for embedding visuals into your work – which you can use immediately, as well as ideas about how to hone your current practice.  No drawing experience needed (leave your inner censor at the door 🙂

Dates: July 13-14th; times to be confirmed

Rate: $850 + GST (5%)

HOT DEALS:

  • Bring a friend and you both get $50 off!
  • Three people registering from one organization? Bring the fourth one FREE!

 Full Details HERE!

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What would a family friendly community meeting look like (besides noisy)?

family-support-group

Recently, I attended a public meeting held at the local community hall to share the latest findings from a city budget engagement process. While it would have been easier to go on my own, my husband was out of town and the only way I could attend (and show my support for our new council) was if I brought my children (a 2 year old and a 5 month old baby).

My biggest concern for this meeting was how to get everyone out of the house on time and what snacks to bring that wouldn’t create a mess (the time of the meeting crossed our dinner hour). Having worked in many countries around the world where children are integrated into all aspects of community life, I feel comfortable bringing my kids with me to most meetings. In fact, I just returned from three weeks working in Nepal with my son who was four months at the time. It had not crossed my mind whether we would be welcome (or not) at this meeting in our community hall.

For the most part people were quite helpful and nice. The facilitator had brought his young son, which helped set the tone of inclusiveness. That said there were no other children in the room. The turnout was likely the best ever for a budget meeting though it was demographically homogenous.

unnamed

Thankfully no one had to ‘sit silently’ through lengthy presentations. Most of the meeting was spent walking around talking to your neighbours about what was important to everyone for budget priorities. The facilitator was top-notch and everyone was on task.

After about an hour and half, the meeting closed with a sharing circle of fifty people. It was a nice touch however this is exactly when my baby started to get vocal. I wasn’t sure what to do as I had brought my double-wide stroller into the hall and the circle passed directly in front of the exit door. In addition I would have had to figure out how to open the double doors of the venue to get out (I had to seek help when I arrived earlier). Given it wasn’t a very formal meeting and we were in a community hall, I decided to wait. Besides, I wanted to hear what people had to say!

It didn’t take long before someone gave me a scowl and pointed to the door. I used the opportunity to quickly exit however I left feeling rather sad. I had put in a lot of effort to drag myself and these two young kids downtown to a budget meeting and was now being booted out?! At the same time, I didn’t want to ‘ruin’ the meeting for anyone due to my crying baby.

Once I finished feeling sorry for myself, I reflected on two things:

  1. Why is it important to have children (or diversity in general) at community meetings?
  2. What can community organizers do to make meetings more inclusive of families?

These are my thoughts.

  1. Having young people at meetings is important for many reasons:
  • When you walk into the room and see children, it changes the vibe for the better.
    • We speak differently to each other (often kinder)
    • We are more patient
    • The mood is lighter (a child’s smile can brighten even the most boring budget meeting)
  • It is a reminder of community diversity.
    • Different segments of community will have different priorities. For example, an arena or a skatepark might be a budget burden for some people however for children it may be their anchor to the community
  • Children often say things that adults feel uncomfortable saying (usually these things need to be said).
  • Seeing a child in the room is a helpful reminder that the impacts of decisions made today will be felt by young people in the future
  • Instilling a sense of civic engagement in our children is key to a healthy community for the long-term.
  1. Some ways we could make meetings more inclusive of families are:
  • Include family-friendly in the advertising.
    • This lets parents know its okay to bring children
    • This helps everyone attending (including those without kids) understand that it will be a noisy meeting (kids make noise)
    • Facilitators can plan for noise and use microphones to help ensure everyone is heard (for example during a circle discussion)
  • During the meeting introduction, remind people that we are planning for everyone in the community. All voices are respected including those of little people.
  • Use visuals and have opportunities for drawing (as opposed to only speaking and writing)
  • Choose meeting times that don’t interfere with meals and naps (i.e. finish by 5 or 5:30pm latest).
  • Provide healthy snacks for little people that are potentially missing dinner.
  • Provide child care so that parents can participate more effectively and children can easily be removed if the discussion is more serious.
  • If you ask a single parent with two kids to leave, at least help them to open the double doors so the stroller can get through quickly and quietly 🙂

Teaching our children to be civically engaged is important to sustaining healthy communities. I hope future community meeting participants embrace the noise!

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Tips for Researchers Drafting a Policy Engagement Strategy

Illustration by ‘Tim Hamons’ downloaded from the FB group: Graphic Facilitation

Illustration by ‘Tim Hamons’ downloaded from the FB group: Graphic Facilitation

As part of the South Asia Urban Knowledge Hub all national centres are required to draft a policy engagement strategy. This is the metaphorical bridge in the illustration above.

Researchers in the project I work with, do a policy engagement strategy for each work plan objective that focuses on making a change in the urban development sector. The purpose is to help researchers, who often are engaging in policy dialogue and change for the first time, think through their ideas more thoroughly. As well, it is a great way to stimulate discussions in the team, bring information forward and detail a plan of action for ensuring engagement of stakeholders throughout the change process (from ideation to implementation ideally). Finally, it’s essential so that the researchers can BRIDGE (see image above) the knowledge generated through their research and the change they want to see in policy and practice.

I drafted a template for this in May 2014 and we held a training. I based it on many works found on the Internet and discussions with practitioners. More information about that process is here. I received several draft strategies this week which has led to me to consider how to re-iterate some of my key points. I updated the strategy and sent some tips to the researchers as a reminder of the main ideas of the engagement strategy.

An updated version of the template is here: K-Hub-Template-PolicyEngagementStrategy_April2015updated

As a refresher, the 6 main steps include:

  • Step 1: Define the issue
  • Step 2: Articulate the goal
  • Step 3: Understand your context
  • Step 4: Identify decision makers, key actors and relationships
  • Step 5: Describe your engagement process
  • Step 6: Monitoring and learning

The tips I provided were the following:

1. Step 1-4 are background information.
  • Going through these steps helps you ensure you have thought about your issue clearly.
    • What is it is? Is it relevant? Who else is working on it? What policies exist? Who supports or doesn’t support your issue? What are the windows of opportunity to create change? What is your objective with respect to engagement? (this may be different than your work plan objective (more specific) however it may be the same as the work plan too), USE THE GUIDING QUESTIONS IN THE TEMPLATE.
  • Be as specific as possible with your identification of stakeholders to influence/engage. People are important (as well as the major groupings). This supports knowledge management – i.e. your entire team should be able to identify the different people they need to talk to (individuals matter a lot in making change). Figure out who has influence and who is keen on your ideas (or not). This helps you design your strategy for engagement. You will need different tactics to bring different people on board.
  • In addition, this document is meant to be shared with others on your team and other stakeholders of interest. Thus it should be detailed enough that people understand the issue, recognize the context/background and opportunities for change and your road map to making change.
2. Step 5. – this should describe HOW you are going to engage and how you are getting knowledge to your different stakeholders.
  • All the aspects of involving stakeholders should be in this section from the outset of your ideas/research to final product (its more than dissemination at the end!). Forming working groups, involving peer reviewers from your network – these are all ways to engage and bring people on board to your ideas.
  • You should think about big picture tasks but also communication tactics – for example, do you need to create data visualizations, work with the media, NGOs or others to make materials more accessible for others.
  • You should include time to work on key messages!
  • This section is the heart of your strategy.
  • Make sure you document your assumptions of why you think your strategy will work. This is how we learn (in case things don’t go as planned). If you recall the recent talk by John Young from ODI ( he spoke to our researchers on monitoring and learning), this section is your Theory of Change.
  • You should have a timeline here as this is a mini work plan specific to your engagement. It will overlap with your work plan. You are not starting from scratch but rather building on what you started and getting into more detail.
3. Step 6. – This is exactly what we worked on during our session on Monitoring and Learning in Kathmandu (with John Young as per above).
  • Use the work sheet from the meeting in March and detail out a few indicators (see step 6 in K-Hub-Template-PolicyEngagementStrategy_April2015updated).
  • Start with ideas from your work plan however adapt as needed. We talked about expect to see, like to see, and love to see indicators.
  • Monitoring is important as how will you know how much you have achieved and why? How will you communicate this later?
  • For long term sustainability of the K-Hub, donors want and need this information.
I really believe these engagement strategies are interesting as they tell the story of how each researcher plans to make change based on evidence. After reading a few, I realize that in effect they are a case study of each project. If we manage to write great stories (whether we succeed or not) and explain our intent, why it worked, why it didn’t work and our suggestions for the future, these could be an interesting piece of work for others in the world also working on trying to make change. Thus, the K-Hub could publish these as a joint Knowledge Product at the end of the first phase. The K-Hub could also use it for marketing purposes for sustainability of the K-Hub for the longer term.
My final message was that despite being new and perhaps daunting, researchers should take time to make these engagement strategies GREAT and continue to update them. This is valuable for the change making process as well as the wider K-Hub journey.
What do you think?

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New! Graphic Facilitation Workshop July 13-14, 2015

IMG_0239 - Version 2

I am very excited to announce we are offering a graphic facilitation workshop July 13-14, 2015. This is the 6th annual ‘rosviz’ gathering taking place in the mountain setting of beautiful Rossland, British Columbia. We have sold out the last 2 years so register early to secure your spot!

More information here: http://michellelaurie.com/training-and-workshops/graphic-facilitation-workshop-rosviz-2015/?preview_id=227

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Volunteer project complete – what did I learn?

When I saw an ad from a researcher wanting to help visualize mental health training for female sex workers in Kathmandu, I thought maybe my graphic facilitation skills could be of use. Besides, it sounded like an interesting project and very different from my usual environment and development focused work. The project is now complete.

As a facilitator, its typical to debrief with three questions:  what? so what? now what?

What?

Over a period of three months, we had one pilot and three sessions where the women who took the training debriefed their learning and I drew the key points on a wall. Meanwhile, an artist was refining my ideas on a wacom tablet in order to produce a digital image in real time. After the discussion died down, the women went through my drawing explaining what they saw and I added or commented on anything that was new or different from their interpretation.  Sometimes they saw things I never imagined however typically we both had the main ideas in sync. The refined digital image was saved on a USB and taken to a print shop nearby while the women were given a free lunch of Nepali Daal Bhat. The print out was delivered and all women took a copy with them to use in their own discussions with women in their ‘professional networks’.

Here is an example of the last training session output.  The left side is the refined version by the artist and the right side was the sketch I drew on the wall in front of the ladies as they provided their learning impressions.  The debrief sessions were always about 30 minutes max so this was a very quick interpretation of their training.

Graphic representation of lessons learned.  Left side by Adi Bereshit-Elias and Right side by Michelle Laurie

Graphic representation of lessons learned. Left side by Adi Bereshit-Elias and Right side by Michelle Laurie

So what?

I’m still waiting for the researcher to do her analysis on how the visuals contributed (or not) to facilitating mental health discussions by the trainees with their colleagues.  However, she did send a note recently saying, “In the post-training reactions a couple of the women said that their favorite part of the training was the “learning through drawing” part! With your help, we were able to provide a largely illiterate population with a practical and meaningful tool that helped them complete their teaching tasks with a lot more confidence than they otherwise would have had.”

For all us of involved it was a big learning experience.  I have learned a few things including:

  • It is possible to draw without words and explain ideas (though I find this very intimidating!)
  • Keying in on the main message and using a central image are helpful tactics
  • Putting the icons/drawing onto a landscape or setting helps the ideas to not ‘sit in space’
  • Perfection isn’t needed though an artist can do amazing things to spruce up a sketch (i.e. make it look professional)
  • People remember the discussion having watched the drawing take place before their eyes and take part in the meaning making
  • Visuals are a bridge across language but can also be tricky (i.e. watch out for cultural metaphors and faux pas!)

Now What?

I hope to take part in the celebration with the participants this April and learn more about how their on the ground sessions went with their colleagues.  Personally, I have learned a lot about having confidence to make a mark on the page in front of a group of people talking about serious issues AND have the ability to step back and be okay with what they like and dislike with the drawing created.

While I really appreciated the artists’ support, I also plan to work on my visual vocabulary as it does get easier to draw on the fly with practice, and use of specific icons.

I am happy to have participated in a new and exciting application of visual methods and will continue to push my edges.

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