Download - Values and Ethics Facilitating Learning and Project Groups.

Values and EthicsValues and Ethics

Facilitating Learning and Facilitating Learning and Project GroupsProject Groups

EthicsEthics

What is the purpose of ethics?What is the purpose of ethics?

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


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


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


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


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


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.


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


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

ScenariosScenarios

What do you think?What do you think?