Forum Commitments: Two Questions Every Member Should Answer

I recently received the following question from a forum moderator:

Our forum is looking to create a “statement of commitment” to clarify the level of commitment we expect of ourselves and one another.  We’ve had some challenges of late with members not prioritizing the group over outside commitments, and it has raised the issue that we may have misaligned expectations for the sacrifice we are each willing to make to be present. I volunteered to draft up a commitment statement and was wondering if you have anything you can suggest.

A starting point for this conversation is to develop (or review if you already have) a constitution or forum mission statement.  Here’s a sample from our resource library.

A simple approach if you want or need to start from scratch is to ask each member to answer the following two questions and for the group to discuss commonalities and differences to agree to a unified statement:

  1. Three years from now if I got everything I want from this forum, what will I have gotten?
  2. What am I willing to do (commit to) in order to make sure I got the above?

What’s on Your Moral Bucket List?

David Brooks recently published an insightful op-ed in the New York Times called The Moral Bucket List.  The article provides great food for thought for any forum.  Some questions that your forum might discuss after reading the article:

  • What are my “resume” virtues? What are my “eulogy” virtues?  What do I aspire to be versus who I am today?
  • Consider Brooks’ “moral bucket list.”  Which of these have I cultivated in the past; which can I cultivate in the coming year?
  • How can forum help each of us as we strive for meaning and purpose in our lives?

How healthy is your forum? How would you rate it?

I am often asked: How is my forum doing compared to other forums?  There is no simple answer to this question, and apple-to-apple comparisons are difficult.  However, you can examine your forum by asking these questions:

  • Membership:  Do we have the number of members we want, balancing the desire for optimal size, peer quality, and diversity of perspective?
  • Attendance: Are most, if not all, members showing up on time to every meeting?
  • Scheduling: Do we get our meetings on the calendar at least three months in advance?  Are members willing to make forum a priority commitment so that scheduling does not become a huge time and emotional drain on the group?
  • Leadership: Is our moderator responsive, engaged, and committed to the group’s success?  Have we selected an assistant moderator, both to help now and to succeed the moderator when his/her term ends?
  • Presentations: Are members willing, even eager, to explore their toughest issues and highest aspirations in forum?
  • Retreats: Does our forum schedule an annual retreat to go deeper, reinforce best practices, add to its toolkit, and recommit to the shared forum journey?

Ask yourself these questions, and you can then qualitatively assess your own forum on a 1-5 scale: 1 (in real trouble), 2 (weak, needs support), 3 (doing pretty well), 4 (strong and high functioning), or 5 (very strong, transformational).

You still won’t know how you compare to other forums, but you will have a basis to take action inside the forum and get the help you need from outside.  As always, please don’t hesitate to reach out to me with any questions.

Bob Halperin

Refreshing your monthly updates

I was recently told by a forum moderator: “Our update quality is varied from member to member, with more of them becoming travelogues, rather than getting into the heart of the emotional impact and significance.”  The moderator asked how to reframe and refresh their updates.  Following are a few ideas:

  • Set the tone that forum updates are about the issues and challenges you can’t share anywhere else (what we sometimes call the top 5% and bottom 5% of your life). The acronym that summarizes this is MITy WISE:
    • Most Important Things
    • Why it’s important
    • Impact personally
    • Significance for you personally
    • Emotions you are feeling
  • Especially appropriate for the beginning of a new year: Try annual, instead of monthly updates. See this earlier blog post for more details.
  • Flip the format of updates: Ask that members start with the emotion they are feeling, then why the emotional feeling is significant and important, and only then share the facts.
  • Do another round after completing your standard updates. See this blog post for the prompts to use.
  • Try a different update format such as those available in the Alumni Forum Services Resource Library.

Best practices when a new member joins your forum

When a new member joins your forum, you are eager to have it go smoothly for both new and veteran members.  Consider following as many of these practices as you can:

  • Before the new member attends his or her first regular meeting, have a couple veteran members meet the new member for coffee. This provides a chance to review the forum’s typical agenda, meeting schedule, and other norms, and answer any questions.  If in-person isn’t possible, schedule a phone call, fold these points into the first meeting, or set a follow-up before the second meeting.
  • Begin the first meeting by asking each member, new and old, to commit or recommit to forum confidentiality.
  • Substitute an integration exercises for one of your usual presentation slots.   This might be “Lifeline,” “If you really knew me…” or other new or previously used exercises.
  • Plan on the new member participating in updates just like everyone else.  Veteran members can model the process.
  • Encourage the new member to present relatively early in their membership, not necessarily at the first meeting, but don’t wait six months.
  • Assign a “buddy” to the new member to meet for coffee or a meal before the second meeting.

Bob Halperin

What I’m most ashamed about myself

A Forum member told me that he tried a different presentation approach at a recent meeting:  He simply discussed “the five things I’m most ashamed of about myself.”   He reported that it was quite difficult, but the other members quickly dove in with their own issues, and it helped bring the forum closer together.

Obviously it takes a while to build enough trust to do this kind of presentation, but the member found it quite helpful.

Are you and your forum ready to tackle this presentation topic?

Bob Halperin

An evergreen forum topic: Dealing with aging parents

The topic of elderly parents is a great one for forums because everyone has dealt with it, will deal with it, or has observed others (including their own parents) deal with it.

Following are possible approaches which you can adapt for your forum’s purpose.

–          A pre-meeting option:  Ask each member to answer a selection of these questions related to their own parents (http://www.aarp.org/relationships/caregiving-resource-center/info-08-2010/gs_talking_points.html)

–          Begin the discussion with a story.  The following is a well-known one that might set the stage: http://www.snopes.com/glurge/woodbowl.asp

–          Icebreaker: How did you observe your parent(s) talk about and deal with their parents as they became older and needed help?  What lessons did you take away?

–          Presentation/discussion options:

  • One member shares his/her particular situation in typical forum style and others respond with relevant experiences.
  • Two or three members dealing with related issues share mini-presentations, and then others respond with their questions and experiences. (This approach is more complicated than the traditional single-presenter session.)
  • Go around the table asking: What question(s) are you (or your parents if forum members are younger) wrestling with related to this topic?  Record the questions on a flip chart/white board and then decide which ones you want to focus on using these prompts:
    –  What thought provoking questions could we ask each other to help us think about this topic in new ways?
    –  What stories from our own experiences could we share to help each other?

–          Closing exercise: Go around the room and ask each member to share what insight/idea/perspective they are taking away from today’s discussion.

Icebreaker ideas and conversation starters

Forums are always looking for challenging and thought provoking questions which lead to deeper understanding and greater trust, and may suggest possible presentation topics.  Following are some questions to consider using at your next meeting.

  1. Tell me a time when you felt great shame that you have not told anyone about before.
  2. What are three names you have been called over the course of your life, and why.
  3. When you were growing up, what did you really want to be?
  4. Tell us about the last time you were inspired.
  5. What stories do you hope people will share at your retirement party?
  6. What role in your life do you feel least qualified for?
  7. Do you think a nuclear weapon will be used again in your lifetime, and how do you feel about that?
  8. Which parent influenced you the most?
  9. If you had to pick one person with whom to spend a long time on a desert island, whom would you choose?
  10. If you suddenly inherited $1million, what would you do with it? For the portion you put into savings, how would you allocate it?
  11. What were your New Year resolutions this year?
  12. If I could redo my summer, I would have…
  13. If you were to go back to school, what would you study and why?
  14. If you were to be cremated when you die, what three places would you like your ashes to be spread?
  15. What is your family’s burn rate, and how many months could you go with no further income?

Dealing with an urgent issue – you don’t need to wait until your next scheduled meeting

When a forum member has an urgent issue to present and the group’s next meeting is not scheduled for sometime, consider arranging an emergency meeting.

Some guidelines:

  • Since the purpose of the meeting is only to have a single presentation, it will be shorter, somewhere between 30-90 minutes long.
  • It may be held either in person or via conference call.
  • Because the meeting is scheduled on short notice, and in order to work for the presenter, attendance is optional, and missing the meeting does not count as an official absence.
  • You can still follow the standard presentation format in this special meeting (e.g., coaching if time allows, communication starter, presentation, Q&A, experience sharing)

In the four years my forum has been in existence, we have had two emergency meetings of this type.  Both were arranged as conference calls on Saturday morning at 8:00 am because that was the time when we could get the most members.

Bob Halperin

Attending your Forum meeting virtually – the right way to do it

Sometimes when you can’t join your Forum in person, you might actually be available for some or all of the meeting, just not able to get to the meeting venue on time.

If remote participation is the only choice, do it the right way:

–          Establish a video, not only an audio, connection whenever possible (e.g., Skype, WebEx, Google Hangout).  Even if you can’t see everyone else, your Forum mates will value seeing you

–          Ask the moderator to give the speakerphone or computer a “seat” at the table, so you can be easily called on

–          Maintain focus – refrain from any distractions just as if you were physically present (no checking email or working on non-Forum business)

–          Remind the moderator to actively control the flow of the meeting to ensure you can get into the conversation

–          Ensure that you are in a quiet, private location with no interruptions

–          If you can only attend part of the meeting, give priority to the Updates portion, being present to share your own significant issues and hear from other members.

And what’s the wrong way to participate virtually?  It’s the way many of us attend conference calls: in a distracted, multitasking mode with our minds only half on the call.

If you can be fully present, following the guidelines above, your Forum will appreciate the extra effort you made to engage with the group.

 Bob Halperin