Sunday, 10 May 2020

Five tips for remote facilitation

Despite the risks and uncertainties associated with independent consulting, I have never felt as privileged as I do now, living in a country with a highly developed, accessible health system, working from my customary home office, and equipped with a decent internet connection and the hardware needed to stay in touch with friends and colleagues. The crisis has been an opportunity to develop my remote facilitation skills. Before, I facilitated the occasional "real-life" workshop in a video conference room with participants in other locations joining us via Skype or the like. I have shared that type of hybrid experience on the Gender and Evaluation community pages. Now I have gone one step further, facilitating fully remote workshops from my home office. I mean interactive workshops with some 5-20 people producing a plan, a strategic review or other joint piece of work together - not webinars or explanatory videos with hundreds of people huddling around a lecturer who dominates the session.

To my delight, virtual facilitation has worked out beautifully in the workshops I have run so far. Good preparation is a key element - as in any workshop. I have distilled a few tips from my recent experience and from the participants' feedback.

Sunday, 29 March 2020

Facilitating with care in lock-down situations

In the current situation of (near-) lock-downs, interviews, meetings and group discussions are moving on-line. And so are workshops, with tutorials and useful advice on running on-line workshops popping up all over the place.

If, as a facilitator, you want to make sure all workshop participants make the best of a virtual workshop, the challenges of moving on-line are not just technical. When everybody has to work from home, your workshop enters the participants' households. To express it in terms of systems thinking, your workshop is not confined within the borders of office spaces and working hours anymore; it intersects with a number of household systems: 

Some workshop participants are likely to live alone. Many are likely to live with children, including children who need to be looked after. I know what I am talking about, sharing a flat with a two-year old and his mother. Sometimes he sleeps. But when he doesn't, one of us must look after him - nursery school is closed. That is, none of us can spend the whole day at her computer. 

In this lock-down situation, virtual workshops that run for two, three 6-8-hour days in a row effectively exclude people with infant/toddler/small child care responsibilities. As workshop planners, we need to adjust our thinking and chop our virtual workshops into smaller units, spreading them over more days, to make sure more people can participate. A windfall benefit is more time for the ideas exchanged in the workshop to settle and to mature between sessions - I quite like that! 

Wednesday, 11 March 2020

International Evaluation in Times of the New Coronavirus

What does the surge of SARS-CoV-2 (the scientific name of the new coronavirus) infections in parts of Europe mean for international evaluation? Can we, as evaluators, join the soothing voices of those who say, the current common flu epidemic has killed many more people and there is no reason to change anything in our lives? I don't think so. I would like to remind all of us of the Do No Harm principle: Research ethics require us to carefully weigh the potential benefits of undertaking research (at a given time) against the potential harm associated with it. We can relax about ourselves but we must not endanger others. International evaluations can also be done without international travel.

That is why yesterday, I decided to postpone a case study in an Asian country that has relatively few known coronavirus infections - not because I was worried I would contract the virus, but because I could pass it on to others. I live in Berlin, a city of 3.5 million inhabitants where some 58 cases of SARS-CoV-2 have been detected so far (yesterday's data). That may seem little. But while I formed my decision, it turned out that a close colleague's partner who had been in contact with a Covid-19 patient had developed symptoms of Covid-19 (the name of the disease the virus causes). A few hours later, the Guardian (UK) published an article relating how an apparently healthy British couple contracted SARS-CoV-2 during air travel to Vietnam and left a trail of infected people wherever they went - several places spread across Vietnam. 

The health advice published in Germany is to avoid all unnecessary travel. Evaluations are as necessary as ever - yet, most of the time, postponing them would hardly threaten anybody's existence (apart from evaluators' flow of earnings - a risk entrepreneurs are used to). As a matter of fact, many evaluations happen late anyway because of poor planning - see for instance my 2012 post on evaluation planning

Going on as if there was no public health risk associated with a new, rapidly spreading and potentially deadly virus threatens other peoples' lives, especially in countries where health systems are in poor shape or already overstretched. Especially when travelling to remote regions, we might carry the virus to populations who, by their relative isolation, could be relatively protected if we stayed away. Remember how UN peace keepers introduced cholera into Haiti? Find here the UN Secretary General's apology (2016). The history of colonialism is full of examples of European diseases wiping out previously sheltered communities.

What if the evaluation is really urgent, for instance a condition for subsequent project funding (assuming there is no way to re-negotiate the condition in view of a public health crisis)? Work with national evaluators! Even in organisations that find it vital to have an "international" on their evaluation teams, it is established good practice - even in smaller evaluations - to work with "mixed" national/international teams. See also my post on "two are better than one"

If you, as someone who commissions an evaluation, feel you must have an international consultant on the team, invite her to work remotely: Where internet connections are good, workshops, group discussions and interviews can be accompanied via Skype, WhatsApp or a more secure video messaging service. Data collected by the national evaluation team can be analysed in regular phone conferences. Time and resources permitting, the national team can have all its activities audio-recorded, transcribed (and translated, if needed) in full, so that the remote evaluator can follow closely what is happening. There are many options, which can also come in handy if we get more serious about reducing the environmental impact of international travel. I have used these options in my evaluation practice and they have yielded good results. 

Remember the old saying about development being all about working "ourselves" (in the "global North") out of "our" business? That applies to international evaluation, too: Let's strive to 'localise' evaluation while developing a rich flow of knowledge and skills exchange across the world!





Monday, 17 February 2020

Proud to be Rosa Marina Flores Cruz's mentor

Rosa Marina is the third mentee I present on these pages. Although our mentorship has formally ended, we're still in touch. Rosa has kept me up-to-date on her engagement for indigenous people's rights around the world - most recently at the Indigenous Women in Community Leadership gathering in Antigonish, Canada (November 2019). As with the previous posts, I am presenting Rosa in a written interview. 

(1) What are the main issues that you are currently working on?

I am an Afro-indigenous activist and researcher from the Isthmus of Tehuantepec in the State of Oaxaca, Mexico. I work on topics like rural feminism, environment and energy, and the autonomy and rights of indigenous peoples. I have worked in training projects for community health and human rights promoters, and for the defence of the Right to Free and Informed Prior Consultation. 
Photograph by Shirley Kimmayong