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The Pioneers of Change
Learning Journey Fieldbook
 1st edition, March 2007




                           1
INTRODUCTION
A Pioneers of Change “learning journey” is a physical journey, but is also a journey
of the mind and soul. The idea is to create an immersion experience that enables
participants to grow, and to develop and improve their practice as a pioneer.

Pioneers of Change (PoC) has been hosting learning journeys for groups of young
practitioners since 2001, each focused around a different theme. Many lessons have
been learned, and at the same time, the learning journeys are still very much an
experiment on the edge. This fieldbook was created to share learnings from
previous journeys so that those planning new ones can draw on some of the
successes of the past and avoid repeating some of the mistakes.


CHARACTERISTICS OF A POC LEARNING JOURNEY

PoC is always a space for new ideas, and there is no static recipe for a learning
journey. However, general defining characteristics of a PoC learning journey include:

   -   Learning through immersion: Each learning journey ventures to a place
       where there is a rich field of experience with a certain approach or theme
       related to systemic social change. Participants “dive in”, engaging in face-to-
       face dialogue with local practitioners and the local reality. They learn from
       this encounter with difference and possibility.

   -   Open inquiry: Learning journey participants are encouraged to engage with
       the experience as openly as possible. They usually receive some training in
       how to suspend one’s assumptions and judgment, how to draw on multiple
       senses, and how to ask open questions in order to open up to a new
       experience and deepen one’s perspective.

   -   Multiple learning approaches: The encounters are designed to involve
       experiential and practical learning, as well as observing, reflecting and
       talking. Each learning journey needs to be designed so there is time for both
       quiet personal reflection and group reflection on the experience.

   -   Group learning: While the journeys are designed around site visits, the
       learning that happens through the group seeing and reflecting together in
       their diversity is as important as the individual learning from observations and
       interacting with the people and projects visited.

   -   Co-creation: While much of the journey needs to be planned in advance,
       the participants of a PoC learning journey also are invited to help shape
       certain parts of the programme, as well as ways to document the experience.

   -   Being in learning community: Key to the success of the learning journey
       is how well the group manages to build a sense of community among its
       members and with the host organizations visited during the journey. The
       intention is not to be “development tourists”, but to engage in relationship.
       These learning communities often continue beyond the journeys in the form
       of distributed Communities of Practice, hosted by Pioneers of Change.



                                          2
HISTORY

Pioneers of Change started hosting learning journeys in 2001. In February 2001, our
partner the Common Futures Forum hosted a programme called “Learning for
Action” in Bangladesh exploring micro-finance and non-formal education. This
programme, which was managed by the local organization Working for Better Life,
had members of Pioneers of Change participating, as well as helping with
recruitment, planning, and facilitation. We were inspired by Learning for Action to
start hosting more learning journeys in different countries, and to take the learning
approach and pedagogy of the learning journeys deeper. Subsequent journeys
included:

   -   “Critical Education”, 2001: A 9-day journey to Brazil exploring the legacy
       of liberation educationalist Paulo Freire and a variety of approaches to critical
       and popular education.

   -   “Peace-building and Post-conflict Reconstruction”, 2002: An 8-day
       journey to Croatia exploring innovative approaches to peace-building and
       conflict resolution in the post-war ex-Yugoslavia.

   -   “Swaraj: A journey into self-rule”, 2003: A 10-day journey to India
       focused on Gandhian concepts of Swaraj (self-rule), Swadesh (local
       rootedness) and Satyagraha (non-violent resistance) and how these ideas are
       being applied today in an era of globalization and modern struggles for
       cultural freedom.

   -   “Arts for Social Change I-III”, 2004-2006: The Arts for Social Change
       community has so far hosted 3 learning journeys, the first in Brazil and the
       last two in South Africa, looking at the role of arts in cultural healing and
       social transformation.

   -   “Between Integration and Isolation”, 2005: A 5-day journey to the
       Netherlands looking at the current issues in Europe around integration of
       immigrants, and new cultural issues arising.

   -   “Sustainable development”, 2005: A 10-day journey to Sao Paulo and
       Curitiba in Brazil focused on sustainable living and models of sustainable
       communities as well as conversations around sustainability at a global level.

   -   “Social Entrepreneurship”, 2007: As we write, a learning journey
       exchange is taking place between PoC in South Africa and the Association for
       International Social Entrepreneurship (AISE) in Sweden, involving two two-
       week learning journeys, first in South Africa and then in Sweden.

At the time of writing this handbook, pioneers in Thailand and Egypt are also
considering hosting new learning journeys. Output documents from previous
journeys are available from the PoC website (www.pioneersofchange.net). Anyone
hosting a future journey should take a look at these documents to be familiar with
the stories and specific lessons of the previous journeys.




                                           3
GETTING STARTED

What are some of the steps to take when deciding to go ahead with a learning
journey? The below steps are a checklist to inspire your planning – they do not need
to be taken in this order, if something different will work better for you!

   1. Deciding the theme: What is the rich field of experience that your country or
       community has something to teach the world about? What are some of the
       innovative practices around this theme, or the paradoxes, that you could
       physically take participants to see?

   2. Develop an initial concept paper: Your first concept paper may be brief
       (2-3 pages) and just sent out to the key collaborators you would like to invite
       in to help make the journey happen. This concept paper can be used to
       gauge their interest and can then be adjusted with their input and turned into
       participant invitations and fundraising proposals. The concept should include
       why you are hosting the journey, a broad picture of what will happen on the
       journey, who will participate, and what you intend for the impact to be.

   3. Convene your coordinating team: As early as possible, create a team
       around you, build ownership, and clarify roles, so that the burden of
       organizing isn’t only on one or two people. It’s a good idea to do some
       activities with the team that generate excitement about the journey, like
       doing a mini-learning journey together or hosting some conversations around
       the theme. It’s also important to be aware of what it is that motivates each
       team member to want to be involved.

   4. Widen the conversation - initiate an online dialogue: PoC has numerous
       email lists for communities of practice with people interested in different
       topics.    If your topic is related to one of the existing lists, bring the list
       members in early to help you think about the programme, and generate
       excitement by sending regular updates on the preparations out to the list. If
       there isn’t an existing list related to your topic, you can create one.

   5. Establish date and location – Where and when will the journey take place?
       Be realistic, the journeys have often been postponed because it takes longer
       than you think to organize it on the ground and especially to fundraise and
       recruit participants. This also involves deciding on the length of the journey,
       considering how far people are traveling to attend, budget and time
       considerations, the level of depth of learning and experience you are aiming
       for, the level of complexity of the theme, how much there is to explore, etc.

   6. Communicate with potential partner organizations: Start talking to the
       potential local partner organizations who can receive the learning journey
       group. See the below section on communicating with host organizations.

   7. Start marketing to participants: Recruitment of participants can be the
       most time-consuming part of the LJ preparation. Create the application form
       early and send it out as widely as possible. Stay on people’s “radar screens”.
       See the below section on recruitment.

   8. Develop a draft agenda with the team: See below section on process


                                          4
design.

   9. Develop a budget and financing strategy: See the below section on
       financing.

   10. Determine facilitation requirements: You will need to think about
       whether the local team you have assembled has sufficient experience with
       facilitation of group processes to be able to hold the group through this
       experience or whether you should invite some of the international PoC
       facilitators to join you.

   11. Confirm local logistics and field visits: See below section on logistics.

   12. Decide what will be produced in terms of outputs                             and
       documentation: See below section on knowledge ecology.

THE HOSTING TEAM

Having the right composition of people helping you to make the learning journey
happen is probably the most fundamental pre-condition for success. You need
people who are passionate about making the learning journey happen, who feel they
themselves will learn something and are excited to meet the participants and build
international relationships. They should also be people who have a sense of
responsibility and ownership.     You will need at least 3 people in total working
together, including at least one who is experienced with the learning journey theme,
and one who is familiar with the PoC network, principles, and past learning journeys.

The main roles in this team are described here. Note that these roles may overlap or
be taken up by more than one person.

Coordinator: Some learning journeys have one overall coordinator making sure
everything is on track. Others manage to have more shared leadership in the team.
If you do go for distributing the coordination role over multiple people, it is important
to establish role clarity and a strong sense of accountability across everyone
involved.

Facilitator/s: The facilitator or facilitators will be the main responsibles for
designing and hosting the learning process and pedagogical approach of the journey.
They are responsible for creating a ‘container’, enabling the group to come up with
it’s agreements (or ‘ground rules’), clarifying roles and boundaries with the group,
making sure there is alignment between group intentions and personal intentions,
and facilitating group learning activities that make sense in terms of the unfolding
needs of the group during the journey. The facilitators often needs to find a fine
balance between being assertive, fx. insisting that reflection time is honored, without
becoming controlling so participants feel their freedom is restricted. They need to be
able to remain calm and centred during the journey and are essentially holding the
overall learning experience.

Ideally, each journey should have at least one facilitator on the team who has done
learning journeys before. This person can then work together with another who can
be more new to it, so learning gets passed on and new ideas can come in. Even



                                           5
someone with a strong background in facilitating other kinds of learning processes,
workshops and conferences needs to be aware that the experience of facilitating a
learning journey can be quite different: Creating a ‘container’ is more challenging
because people are spreading out on visits and having different experiences.
Experiences on the journey can trigger different and unpredictable reactions in
people. Participants can get physically tired, emotional, confused or disoriented.
People are experiencing a new culture as well as a new topic and a new group.

If you are not sure you have sufficient facilitation capacity for your learning journey,
you can contact the Pioneers of Change associates network, which includes a
number of people who have facilitated previous journeys.

Logistical support: The people responsible for logistics need to take care of all the
practical details like accommodation, food, transport, materials, meeting venues, visa
letters, etc. They may also together with the facilitators be responsible for
organizing the visits with host organizations and communities. In addition to a main
logistics coordinator, it’s very helpful to have a couple of volunteers who can be
“runners” during the programme, when special needs come up. The logistics team
should try to be aware up front of whatever special requirements participants may
have. The personalities working on logistics should be flexible, but also able to say
no when boundaries are being stretched.

Documentation: It’s helpful to have someone from the core team, who will ensure
that the documentation of the journey happens as the group is on the move. The
participants can get actively involved in documentation, taking photos, writing
journals, passing video cameras around, drawing, uploading material to their blogs,
etc. So the main documentation person doesn’t have to do all the work, but it’s
good for this one person to be keeping an eye on whether it’s happening and
encouraging participants to do it along the way, as it’s easily lost in the activities of
the journey.

Translators: On some journeys you may need people who are willing to be
translators if the local tongue is different from the languages participants speak. If
you are relying on participants to do this translation, you should ask them in
advance, as it can detract from the overall experience. Make sure not to just take
for granted that someone who has the ability to translate is also willing and has the
energy to do it.

Special events: Some learning journeys include special external events like dinners
or one-day workshops for a wider group of local participants to come together. It’s a
good idea to have separate people responsible for these events, who feel a part of
the overall team, but are not participating in the whole journey. These people will
then have the time and space to do the last-minute preparations, even though the
main journey is already underway.

TEAM PROCESS

The spirit of the planning team will spill over and can have an infectious impact on
the overall learning journey group when they arrive. It’s a good idea to take time
with the team not just to go over practicalities, but also to talk about hopes and
fears for the journey, align expectations, and explore the theme together. You could




                                           6
take turns hosting the meetings, and spend some time at the beginning of each
meeting doing something that is interesting and enjoyable for the group.




                                     7
PARTICIPANT RECRUITMENT AND COMMUNICATION

The Invitation

Hosting a Learning Journey in many ways starts with the invitation. The invitation
will often be the first contact you have with the participants. It will early on begin to
shape their experience of the learning journey. Because Pioneers of Change is a
virtual community, what you communicate with pictures and words will be crucial in
attracting people to join the Learning Journey, creating the learning field and
shaping people’s expectations.

Creating the invitation is a creative opportunity to gather as a hosting team and
clarify the shared vision of what the learning journey will be. You will begin to
design the actual event at this point. In the invitation you need to include an initial
sketch of the event. This should include the purpose, the kind of people that the
learning journey is hoping to serve, the preliminary agenda or flow of the days and
all the details they will need to sign up.

Purpose: A great starting point when you decide to host a learning journey is to
clarify the purpose or intention of the event. What is it that you hope that the
learning journey will become? It is helpful to be very clear and robust in articulating
why the learning journey is happening. In the chaordic organizing theory the
purpose is what holds the integrity of an open learning process. It helps you make
decisions about design, it allows people to self-select for the right reasons and it
gives hosts and participants a shared vision of what they are going to create
together. The intention of the recent Learning Journey on Arts for Social Change in
South Africa was :
   •   To highlight, and generate commitment to, the power of working with the
       arts across the social change sector
   •   To understand the background, the story, the values, and the social change
       theory that move the most experienced and successful people using artistic
       techniques in social change, as well as their methodology
   •   To build motivation as well as practical capacity of participants (young
       artists and people working on community-building and social change in a
       variety of fields) to apply creative processes for social change
   •   To build relationships and creative partnerships among participants, as part
       of an ongoing global “Community of Practice” around arts for social change,
       facilitated by Pioneers of Change
   •   To create a learning tool/ resource package to be used widely among the
       Pioneers of Change community, facilitators network, and social entrepreneurs
       beyond the immediate programme participants

People: As you look at your design it is good to clarify who the Learning Journey is
for. In Pioneers of Change we generally focus on people in the early phases of work
and talk about focusing on people in their mid-twenties to mid-thirties. We also
emphasize working with people who are practitioners in a field and thus facing the
real challenges of that work and with experience and knowledge to share. We
always aspire to wide national diversity as well as sectoral. The area that your
learning journey focuses on will help determine who you think would benefit most
from the experience.


                                           8
Agenda: In order to draft the invitation you will also want to have the initial
prgoramme of the learning journey and a good idea of the organizations that you
want to engage and learn from. In the past we have often used the following as a
template for our learning journeys:

   •   2-3 days of getting to know each other, setting intention, and community-
       building
   •   3-5 days of journeying to different communities and projects learning from
       the real challenges and innovations in the field;
   •   1 day (optional) Workshop to share the insights of the journey as well as the
       skills and knowledge of the group with the greater community.
   •   1-2 days of closing, launching collaborations, evaluating the programme and
       celebrating.

It will also be good to share some (or all) of the projects, organizations and
communities that you will be visiting. If you can create the atmosphere of the event
with the discriptions of the projects, overall language, graphics and photographs,
you will already begin to set the tone of the event and it will be easier to move
quickly into learning community when people arrive.

Details: To help people make the decision to come it is important to have dates (with
suggested arrival times), costs, venues, instructions for how to apply, and some
initial information about the place where you are hosting the journey.

You can find many examples of invitations on the Pioneers of Change website – here
is one example from a Sustainable Development LJ in Brazil, 2005:
http://pioneersofchange.net/communities/sustainability/learningjourney/LJ%20invita
tion.pdf

Marketing

Pioneers of Change is a loose network in many ways and just announcing the
journey on the website and newsletter will likely not be enough to attract sufficient
participants. It is great to get an “in-focus” piece in the PoC global newsletter
several months before the journey. We usually send the invite to all the active PoC
lists and especially to the CoP related to the Journey and the Chaord Group and
Stewards list.

In addition the following websites / newsletters have attracted people in the past:

   -   Taking IT Global - www.takingITglobal.org - Pioneers of Change is registered
       on their website, and we can advertise our events there.
   -   CIVICUS www.cicicus.org - has a global Newsletter and they take
       submissions – email the invite to editor@civicus.org

Seek out listserves and websites in the field of practice of the learning journey.

The best way to market a PoC Learning Journey is through networks of trust,
personal invitations and personal requests to pass the invite on are extremely
helpful. In general, people need personal encouragement, as they are often
investing significant time and money to come. A nudge and a conversation about
why it will be valuable for their learning as well as how much they can contribute to


                                           9
the overall value of the journey, can often make the difference. In addition,
frequent updates to the relevant Commuity of Pracitice list and interested
participants can help build the excitement so people in the end feel they can't not
come.

Application form

The application or registration form will give you all the practical information you’ll
need to have for the participants (contact info, passport #, dietary requirements) as
well as information about who they are that will help in designing the meeting to
meet their needs.

    A SAMPLE APPLICATION FORM

    The application for the Sustainable Development learning journey included the following
    questions and information:

    PERSONAL DETAILS

    Name, National/cultural background, Birthdate, Gender, Passport number

    Email address, Phone number (with international dialing code), Postal address, Fax number

    Do you need a visa for Brazil?

    Do you have any medicaL or dietary requirements?

    When will you be arriving and departing, considering the programme runs from 2 to 12
    October?

    REFLECTION QUESTIONS

    Who are you and what is your work?

    Explain why you think you should be selected to participate in this Learning Journey. What
    do you feel you can bring to the programme as a participant?

    What are your expectations for the programme? What would you like to take back with
    you?

    What worries you about the state of the world? What gives you hope?

    What does sustainable development mean for you?

    How do you feel you are currently contributing to sustainable development/creating a better
    world – at a personal level, in your work and/or in your community? What more would you
    like to do?

    What is your experience as someone committed to sustainable development/creating a
    better world? What challenges or dilemmas have you faced or are you currently facing?
    What support do you need?

    Is there a specific project, practice or process you would like to share with other
    participants in a session?

    Do you have any ideas/input for the design or content of the programme? Is
    there anything specific you would like to see?

    Do you have any objections to our making your application form available for other
    participants to view?
                                                10
As important as the process of informing you of who they are, is the self-reflection
and intention setting process that the participants will go through in answering the
questions you ask. When a participant takes the time to write about themselves and
their work and their aspirations for the LJ, they are making an investment in the
journey and their process of engagement and investment in the learning process
begins. There are numerous examples of questions used in past LJs – their may be
other specific questions that you want to ask – specific to the focus of the learning
journey.

Logistically you can have a person on the team accepting applications, or you can
use a free on-line tool such as Survey Monkey www.SurveyMonkey.com

Cultivated Self-selection

Pioneers of Change is a self-selecting network, meaning that people choose to be
involved and it is open to whoever is drawn to be there. As an organizer of a
Pioneers of Change activity, you can cultivate the self-selection process and make it
more potent by being very clear and explicit about the purpose of what you are
creating and who you are hoping to serve.

In this way you can pay attention to who is applying for a learning journey and act
when you perceive a lack of fit.        If a participant’s background, approach or
expectations seem incongruous with the purpose of LJ, you can engage the
participant in a conversation. In past experience, most often when you clarify the
purpose of the journey and the intended participants as well as your question about
whether it is really a good fit for the person - the applicant will either respond by
declining to join or advocate for themselves in a way that clarifies why they should
be there and dispels any misconceptions that were present on both sides. In general
it is important to have clear and transparent expectations on both sides, so that
participants know what they are joining and why, and you as a hosting team know
what they want to get out of the experience.

Welcome pack

Depending on how much people have traveled before, coming on a learning journey
can be a bit anxious for people and we have found that giving them good
information on the county that they are coming to and the LJ can help alleviete
fears.

A typical welcome pack includes:

   •   Logistical information: arrivals, visas, phone numbers, accomodations etc.
   •   Programme Information: shcedule, projects profiles, thought provoking
       questions to prepare participants.
   •   Local context: the weather, culture, safety, dress, historical context, story of
       the field of inquiry that the Learning Journey is exploring etc.
   •   What to Bring
   •   Participant Bios

It is important to get the Welcome pack out to potential participants at least a month
before the journey.



                                         11
Visas

Be mindful of participants needing Visas to enter the country where the journey is
taking place and get them the necessary letters early and encourage them to apply
as soon as possible. The visa process can be lenghty and we have had several
Learning Journey participants cancel at the eleventh hour because their Visa did not
come through in time.

Enrollment interviews

Doing enrollment interviews can make a big difference in terms of the participants’
preparation for the journey, as well as feeding into your preparations to make sure
you are designing the journey right for the people who are attending. Sometimes
hearing your friendly voice on the other end of the line can also be the final thing
that makes the difference between someone deciding to come on the journey or not.
For this reason and to give you time to incorporate any changes to the agenda, the
calls should be made at least 6 weeks before the beginning of the journey.

The main purpose of the call is to align expectations and to get to know the
participants. Topics you could cover in these calls include:

   -    What is the participant’s background?             Where are they from, what
        activities/work have they been involved in? What are they interested in?
   -    Why are they coming on the journey? (This question will have been asked in
        the applications, but can be elaborated on.)
   -    Are there specific things they’d like to see happen on the journey? (You may
        want to talk to them about whether these expectations are realistic.)
   -    Are there specific skills or talents they’d like to offer on the journey, such as
        video-taping, photography, writing, teambuilding exercises…?
   -    What questions do they have for you and the organizing team? Any concerns
        as they prepare for the journey?
   -    Have they got their ticket and visa in order?




                                           12
PROCESS DESIGN AND FACILITATION
Designing the Agenda

Creating the agenda for a learning journey can be a bit of a puzzle, as you may be
trying to fit many different schedules together. It’s good to start with an overall
structure of the process. At its most simple, you can think of the journey as a story
with a beginning, a middle, and an end/closure:

Beginning:                                                    Closure: time for
community-                                                    overall reflection,
building,                       Middle:                       launching
intention-setting,              journeys to                   collaborations,
and preparation                                               evaluation and closing
                                different
                                communities
                                and projects



Beginning:
The process of beginning, embarking on the journey, lays the foundation for the
entire experience. The first learning journeys we hosted in PoC had only half a day
of orientation before embarking on visits, whereas the later ones have included up to
two days in a peaceful retreat center to get the journey started on a solid footing.

This phase of the journey covers:
    - Community-building: participants getting to know each others stories, work,
       and reasons for joining
    - Overall orientation to the general idea of a learning journey, as well as to this
       specific journey and to the local culture,
    - ‘Contracting’, i.e. creating agreements around what the participants need
       from each other for them to have a successful journey,
    - Planning for any elements of the journey that are co-created, like
       documentation, sharing sessions, or special events,
    - Some introduction to open inquiry, and training in capacities of listening,
       sensing, and suspending judgment. An example of a useful tool for this
       training is to introduce the ‘ladder of inference’:




                                          13
Middle:
The heart of the learning journey is the series of visits to striking organizations,
projects, and communities. It’s very important that these visits are experiential, so
that the group has a chance to really feel what is going on, and not just be told
about it by a few individuals. The visits should balance information with experience
and with one-on-one or small group conversations with people involved. The group
may want to appoint a participant to introduce them and explain where they are on
their journey at the beginning of each visit.

The series of visits needs to be balanced with time for reflection and processing what
has been experienced. This reflection time is where a lot of the learning really
happens as people become aware of the difference between what they noticed and
what others noticed, and learn to see through the group’s eyes and not just their
own.

Some things to consider in designing the middle of the journey include:

       Time for daily check-ins and briefings: Each morning should have time
       set aside before venturing out for a check-in and briefing for the day. The
       check-in gives a chance for each participant to briefly express anything they
       need to air, and the briefing ensures that everyone is on the same page
       about what will happen that day.

       Balancing experiential immersion and reflection: Sometimes in the
       rush to fit all the amazing things there are to see into an agenda, the
       reflection time can get cut out, leading to a sensory overload without time for
       processing. This is probably the most important balance to strike in a
       learning journey. Participants need time for both individual and group
       reflection in order to have a quality learning experience. It’s good to use
       different kinds of tools for reflection, balancing large circle dialogue that gives
       a sense of where the overall group is at, with small group conversations that
       can go more in depth and feel more free. It’s also important to have enough
       space in the agenda that the group can spontaneously convene a
       conversation if an issue arises that needs to be processed. Consider putting
       a longer session of reflection time in a morning in the middle of the journey
       as participants are often very tired at evening reflections.

       Re-visiting group norms/ agreements: Often a group creates a set of
       agreements in the beginning of a process, and then forgets all about them
       until they get to the point of evaluation and realize they didn’t live up to their
       agreements so well. It’s a good idea to take time around the middle of the
       process for revisiting these agreements and having a frank and open
       conversation around how well the group is living up to them, and how they
       can improve.

       Travel: A number of the previous PoC learning journeys have included travel
       between multiple cities and communities. This is beneficial because it gives
       participants a picture of multiple contexts, and people are often keen to visit
       more than one place if they’ve traveled to a new country for the journey.
       However, long bus trips can be quite exhausting for participants and require
       some free time placed in the agenda upon arrival. Learning journeys can be



                                           14
psychologically challenging, and physical tiredness can add too much to the
       stress. Don’t push people too hard.

       Including an external day/event:             Several learning journeys have
       included an event that allowed for sharing with a wider group of local
       practitioners. This event can also be an opportunity to bring the people from
       the different host organizations together in one room, so they experience the
       local network emerging around the learning journey and not just the learning
       journey group itself. These events have taken different forms:
       - An evening with project exhibits and a dinner party (Brazil 2001)
       - A day seminar around the theme (Brazil 2005)
       - A workshop day with many parallel workshops on the theme, culminating
           in an evening celebration (South Africa 2005-2006)

       There is a great benefit to doing these external events, bringing a larger
       community into the room. The difficulty is that it requires almost a separate
       organizing team, as it is often difficult for the core LJ team to be planning last
       minute details for these events during the journeys.

Closure:
The learning journey is a very eye- and heart-opening experience. A proper sense
of closure will allow participants to feel ready and prepared to go back home and
apply their learnings, and to stay in relationship with each other.

It’s a good idea to use some artistic techniques at this stage. In several of the
learning journeys, we have for example put up a big piece of cloth or paper on the
wall and had people paint images and words on it reflecting their journey. This gives
a sense that they are jointly piecing together the ‘bigger picture’ of the journey. We
have also previously asked each person in silence to draw their journey and the ups
and downs they experienced along the way. The closure phase should include time
for:
     - making sense of, and synthesising, what has been learned,
     - discussing any activities, project ideas, or other next steps,
     - clarifying how to stay in relationship,
     - reflecting on how it will be to return home from a life-changing experience
        when the world back home hasn’t changed as much as you have,
     - evaluation (see separate section on evaluation),
     - check-out, going around the circle, hearing each person’s reflections on the
        journey or parting thoughts.

Sometimes the check-out may include a “love-back” session, where after each
person checks out, two other participants speak back what they appreciate about the
person who has just spoken.

Dealing with conflict and the unexpected
You may have planned the perfect agenda, and yet the reality is that the story of
how the learning journey will unfold is an unpredictable adventure. It is perfectly
healthy for the group to go through some “storming” somewhere in the middle of
the programme, and if this is handled well, it can actually deepen the learning
experience dramatically. There are a variety of tools for handling these situations
which you should make sure your facilitators are aware of. One resource is the
“Mapping Dialogue” report available from the PoC website. The most important



                                          15
thing is for the facilitators and hosting team to stay calm and to recognize that this is
an integral and useful part of the group’s process.

Another aspect of this informal group process to be aware of is that often the
dynamics of the issue or system that is being observed and talked about and focused
on can show up inside the group itself in terms of its own dynamics. This can be
difficult but can also, again, be a rich source of learning if the faciitator can point it
out. Bringing the conversation home to the here and now, and our own roles in it,
rather than staying in the “us and them” mindset, can lead to the deepest shifts in
participants awareness.

Sample agenda

              Fri 22 Sept           Sat 23 Sept            Sun 24 Sept         Mon 25 Sept           Tues 26 Sept
 8:00
 8:30                                                                                             Check in
 9:00                                                  Check in             Check in              Transport to Joubert
                                                                                                  Park
 9:30                          Check in                Transport            Sharing personal      Joubert Park: Tour
10:00    Opening, welcome &    Inter-cultural and      Zanendaba            stories, work and     including Lapeng
10:30    introduction to the   inter-personal          Storytellers         talents               and Johannesburg
11:00    programme             preparation and                                                    Arts Gallery
11:30                          group dynamics
12:00                                                                                             Creative Inner City
12:30                          Transport                                                          Initiative
13:00    Lunch                 Lunch at Moyo Zoo       Lunch                Lunch                 Lunch
13:30                          Lake
14:00    Intention-setting &                           Zanendaba                                  Creative Inner City
14:30    agreements – Vision   Drumming circle with    Storytellers         Free time             Initiative
15:00    for Arts for Social   20 000 Drums
15:30    Change
16:00                                                                       Screening of
16:30                                                                       Amandla &
17:00                          Transport               Transport            discussion
17:30                          Evening out in          Free time                                  Transport
18:00                          Newtown to                                                         Free Time
18:30    Dinner in Melville    celebrate Heritage                           Dinner
19:00                          Day                     Dinner in Melville                         Dinner
19:30

             Wed 27 Sept          Thurs 28 Sept            Fri 29 Sept          Sat 30 Sept            Sun 1 Oct
 8:00
 8:30    Transport to Soweto
 9:00                          Check in                                     Full day Arts Event
 9:30    Soweto Mountain of    Transport
 10:00   Hope (SOMOHO)         Option 1: AREPP         Reflection on the                          Next steps
 10:30                         Theatre for Life        journey & lessons
 11:00                                                 learnt
 11:30                         Option 2: Sibikwa
 12:00                         Yana
 12:30   Lunch at Soweto       Lunch                   Lunch                                      Lunch
 13:00   Kliptown Youth
 13:30                         Continue at host        Workshop                                   Closure,
 14:00   Soweto Kliptown       organization            preparation                                commitments &
 14:30   Youth                                                                                    evaluation
 15:00                         Transport
 15:30
 16:00                         Constitution Hill
 16:30
 17:00
 17:30   Transport to          Tour with Albie         Break                                      Break
 18:00   Johannesburg          Sachs
 18:30   Dinner & reflection                                                Celebration
 19:00                         Dinner at               Dinner                                     Closing Dinner
 19:30                         Constitution Hill




                                                      16
Learning Journeys in Developing Countries
(Excerpt from Generon Consulting’s Change Lab Fieldbook, see
www.generonconsulting.com)

“Executing learning journeys in developing countries presents a special challenge and
a higher level of complexity. Here the possibility of an “honest conversation” becomes
even more remote due to vast cultural and social boundaries and power differentials.

All complexities, be they with host organizations or the participants themselves, can
be handled through remaining clear on the purpose of the learning journey and the
intentions of the participants to learn and engage as honestly and as openly as
possible. Often the greatest barriers to conversation are the assumptions,
judgments, and barriers of the participants themselves.

Western participants often arrive at “Third World” sites (especially rural sites) with the
assumption in their mind that people who have less material wealth than them are
“poor.” Individuals on site can often also reinforce this label through their own
actions-partially because this is the only relationship they have known with
Westerners. This leads to a reinforcing of power structures which only entrench the
barriers to honest conversation.

The alternative is to arrive differently. Rather than assume that people with less
material wealth are“poor” it makes much more sense to arrive with at least the
possibility in mind that they are equally, or more wealthy in other domains, and that
they have something to teach us. This creates the space for a conversation
between equals.

A number of times we’ve had participants ask what we’re giving back to a site, it
being clear that we have somehow “taken something away.” Such an attitude, again
tells us more about the mindsets of participants than it does about the real needs of
people at a site. It assumes that people “need” something that we have and they
don’t. While this may be true at some level, it’s an assumption and a judgement
which should be questioned. Sometimes the greatest gift we can give to a community
is to enable them to be teachers to us for once, and to not see them as needy.”




                                         17
PROJECT PLANNING AND LOGISTICS
There are quite a lot of details to be covered when organizing a learning journey. If the
logistics are not in place, this can cause unnecessary strain on participants and detract from
the learning experience. It’s important to do whatever you can to prepare well, and to be
able to think on your feet and improvise when things sometimes slip during the journey.

The coordinator should work with the team to create a project plan that includes a timeline
of:
       - Each action item (eg. Book hotel/ send visa letters/ organize theatre tickets…)
       - Timeline (by when each action item needs to be done)
       - Person responsible
       - Status/ comments

A basic check-list for the action items that would go into the project plan could include:

    1. Participant logistics and communication
       - Applications and invitations out
       - Receive applications
       - Acceptance of participants
       - Confirmation of participants
       - Participant information in spreadsheet
       - Flight arrival and departure times/ pick-up schedule
       - Orientation pack out
       - Enrollment calls
       - Visa letters
       - Compile bios and send to email list
       - Welcome packs, disclaimer forms, and nametags

    2. Finances
       - Funding proposals out
       - Confirmation of budget
       - Invoices out
       - Deposits paid

    3. General logistics
       - Accommodation booked
       - Rooms allocated (if necessary)
       - Transportation booked
       - Meals
       - Venue hire
       - Entertainment bookings
       - Collect materials from host organizations for welcome packs
       - Workshop materials

    4. Special events
       - List of invitees
       - Invites out
       - Venue booking
       - Food confirmed

    5. Process design
       - Confirm host organizations and visits
       - Host organizations briefings out
       - Invite guest speakers (if relevant)
       - Final agenda design




                                               18
Additional considerations and tips

Special requirements: Make sure to collect information from participants about any special
requirements related to their dietary or health needs and incorporate these into the project
plan.

Venues: The physical environment is very important in creating a container. This goes both
for the accommodation space and meeting spaces being used. It’s advisable to use a rural
retreat for the orientation day/s and the closing day. Try not to put too many people to a
room as they need space to think and privacy. It’s also a good idea for the hosts to have
their own rooms.

First aid kit: Try to buy the basics like painkillers, bandaids, sanitary pads, and cold
medicine up front, and have one person carrying these who is known as the first aid person
by participants. You may still need to run and buy medication if participants get sick, but it’s
good to have the basics on hand.

Disclaimer forms: Participants need to know that PoC is not liable if anything happens to
them during the journey. A simple disclaimer form will do, you may want to check on
regulations in your country for the appopriate format.

Visa letters: You may need to push participants to let you know early if they need a visa
letter. This should really be done in good time, otherwise participants get caught off guard
with the time it takes to process them, and at times they have arrived late. Visa letters
generally need to be faxed to the participant as well as to your country’s embassy in their
country.




                                              19
WORKING WITH HOST ORGANISATIONS
The host organizations or communities are the people who the group will be visiting along
the journey. They are partners in the journey, and the closer you manage to build a
relationship with them, the better the visits will be.

What to look for in selecting the visits:
   - People who are using innovative approaches
   - Visits that can be visual and experiential – there needs to be something that can be
       seen, sensed, and felt, not just talked about
   - Places that can be a rich source of information about the topic. Depending on the
       topic, you may also be looking for ambiguity or paradox that can challenge people’s
       learning.

The best way to prepare the host organizations and communities is to visit them in person
and follow-up with a written briefing. This briefing should include who the participants are,
what PoC is, what we are expecting from the visit, and our logistical needs. It’s often
possible for the hosts to organize meals and snacks as well if you ask them well in advance.
You also need to make phone calls to them the day before the visit to make sure they are
ready and whether they have any last minute needs or advice for you.

Possible elements of a good visit include:
    - Introductions to the people in both groups (the LJ participants and the hosts)
    - Some brief introductory background to the organization or place
    - A visual experience, such as a tour or somehow observing/experiencing what
        happens in the organization/place on a daily basis
    - Small group or one-on-one conversations with participants

What to avoid
   - Sitting in theatre-style listening to a long powerpoint presentation of information on
       the project
   - Being allowed to only hear from the leader or the founder of a project, or some
       person of status

While we need to be clear that we don’t want the visit to be a monologue, it’s important to
be aware if the hosts have culturally-derived expectations and we need to follow protocol.
Sometimes you do need to offer respect to certain people, or follow certain rituals – take it as
part of the learning experience in that case.


Sample host organization briefing

Arts for Social Change
Briefing for Host Organisations

Thank you for joining the Arts for Social Change learning journey as a host organisation. We
are looking forward to learning from your stories and your practices. This briefing includes
some basic information about the journey and our hopes and expectations for the day.

What is Arts for Social Change?
Arts for Social Change is an international learning programme facilitated by Pioneers of
Change. The programme engages young people, generally in their mid-20’s to mid-30’s, who
are either artists interested in channeling their talent towards more meaningful social change
purposes, or activists, professionals, and community-builders wanting to learn how to apply
more artistic processes in their work. The programme was started in late 2003. It involves




                                              20
an email list for sharing ideas and resources, production of a CD-rom learning tool, and a
series of international learning journeys, the first of which took place in Brazil in May 2004.

Your involvement is in the second learning journey which takes place in Johannesburg, South
Africa, from February 24-March 6, 2005.

The Learning Jouneys create a powerful experience through a physical journey of a place and
context that is also a journey into another mindset. They enable participants to develop and
improve their work as change agents, through immersion in different practices,
methodologies and perspectives, followed by critical evaluation of what has been observed
and workshops on how the learning will translate into practice in their home context.

In summary, the South Africa programme will include:
      -   A 2 day workshop covering introductions, setting intention, cultural awareness, and
          community-building using artistic processes
      -   5 days of journeying to different communities and projects, getting to know
          numerous artistic approaches in practice and in context
      -   Ample time for reflection, processing, interpretation, and learning from the other
          participants
      -   A day of opportunities to offer training sessions and workshops to a wider group of
          South African participants
      -   Participant involvement in filming and documenting creative processes
      -   Cultural evenings and activities
      -   Collaborative development of new tools and processes

What is Pioneers of Change?

Pioneers of Change (www.pioneersofchange.net) is the main organiser of this learning
journey. Pioneers of Change is a global learning community of young people, aged 25-35,
from diverse cultural, social and professional backgrounds, who are committed to continuous
learning and to working for positive systemic change. We organise in local learning
networks, learning teams, project groups, and thematic discussions as part of the flexible
structure of the organisation. Previous learning programme topics have included critical
education, water, sustainable development, corporate citizenship, self-governance, micro-
finance, peace-building, immigration, and more.

Who are the learning journey participants?
As stated earlier, the participants will be young (25-35) practitioners, who will range on the
spectrum from artists who have yet to get involved in social change, to social change agents
who have yet to get involved in art. About half of the participants will be people who are
already working directly with arts and social change.

The participants will have invested significant sums to attend the journey and will be wanting
to gain practical knowledge which they can apply in their own communities across the world.
They are not tourists who are just brushing the surface, and they are also not journalists
looking for a simple story to either praise or critique.     They are curious active learners,
critical thinkers, and professionals. As an organisation working with the arts for social
change, you might consider them your peers from different countries. They will be happy to
be addressed as such.

At least a week before the journey, we will be sending you a document with the short
biographies of all the participants.

What are we interested in?
We are interested in observing your work in action in the communities, as well as in receiving
some practical training from you in terms of how you do your work. We are interested in
hearing your stories. As peer learners, we are just as interested in your failures as your


                                              21
successes - we’re not looking for a glossy image. We are also interested in what is your
learning edge – the areas that are at the frontier of what you are trying to do, the challenges
you have not yet managed to surmount. We would like to have opportunities to speak one-
on-one or in small groups with you and with some of the people you work with, more so than
listening to extended presentations.

Intended structure for the visit
We would like each visit to follow this simple structure:
    -   Check-in: A recap of where we are on our journey. Participants will not all introduce
        themselves and their work, as this will already be in the bios, and will be repetitive
        for them, but they will each share a quick question or idea they are carrying with
        them, and one person will brief you on what they have experienced so far.
    -   Observation/ Demostration: We would like to first observe you in action working with
        your beneficiaries/ participants, and if possible, being treated as you would treat your
        beneficiaries/ participants, having a chance to experience and engage in your activity
        as they would.
    -   Training/ Learning: After the observation, we would like you to offer us a small
        training perhaps in one or two of the techniques or exercises you use in your work,
        and to share with us what knowledge and what principles are important to remember
        when doing this work.
    -   Throughout the visit we would like to ask curious questions and to engage with you
        in dialogue about your work and ours.
    -   Finally we would like to have some time on our own for a reflection exercise and to
        share with you what we have learned during the visit, and what we have appreciated
        about your work.

Logistical needs
    -   If it is possible for you to organise lunch for us, we are happy to reimburse any costs
        incurred. If it is not possible, we ask that you let us know, so that we can organise
        lunchboxes for the participants.
    -   We will need a room or outdoor space where our group of approximately 30 people
        can sit in a circle or in small groups for the reflection exercise.

We look forward to working with you and to visiting your project. Please contact Nicole
Antonie on 082 858 8095 or Nicole@pioneersofchange.net if you have any questions.




                                               22
KNOWLEDGE ECOLOGY
Within the context of Pioneers of Change Learning programmes, knowledge ecology simply
refers to how we, reflect on the learning we are having, capture and creatively express the
knowledge being generated for our own and others benefit. The term “knowledge ecology”
recognizes that knowledge is a living thing and not static: learning journey participants are
not on the journey to have fixed knowledge imparted to them. They will create the
knowledge inside their minds and souls, based on their previous experience, and create
group knowledge that none of them could have as individuals.

A significant aspect of hosting the knowledge ecology is to create ample time and space for
both the individuals and the group to reflect on what they are seeing, experiencing and
learning throughout the journey. There is so much input and insight in a learning journey
and so much to see and do, that we can squeeze out time for journaling, debriefing,
checking-in and checking-out, but if we hold the spaces for these activities, we allow the
group to integrate and find the value and meaning in what they are experiencing.

Output: Harvesting

We often refer to the process of recording and expressing the knowledge that is being
discovered and generated in a learning programme as “harvesting”. The hosting team should
put thought into the harvesting from the first stages of design and put some thinking into
what kind of output is possible and desirable from the LJ, and create the opportunity for that
to happen.

It is a general practice to produce an output learning document, video or other media for
every Learning Journey. The best way to do this is to involve everyone on the journey from
the beginning. Providing space for the group as a whole, or a self-selected team to think
about and design the output at the beginning engages everyone in the process and creates a
rich, diverse telling of the story and sharing of the knowledge.

Giving people time each day to capture the journey through writing, art, video, photo can be
a very effective way to gather the voices and impressions of the journey as you go along. At
a recent Art for Social change learning journey in South Africa their were some very talented
and motivated documenters in the group and they made a schedule that each day one
person was responsible to capture their impressions and essences of the day in one medium
(video, drawing, and writing), so that each day was covered in several ways.

If you are taking video of the journey, try to have a plan for editing in advance, as many
video tapes lie idle after a journey because no one had the capacity to edit them into a film!

The main thing to be aware of is that there is no objective story of the LJ, by capturing many
impressions and voices there is the opportunity to express the subjective, multi-faceted
reality of learning that is happening.




                                             23
Evaluation

Interactive Evaluation
Over the course of previous learning journeys we have developed an interactive process of
evaluation, which helps participants to become collectively aware of how the journey has
been for them as a group and of how they have created the experience together. We find
that it is important to give 2-3 hours to this while participants are still together. If you simply
send people a written evaluation form and write up a report, there is no collective
assessment, and group context for the individual assessments. The interactive process is
particularly important if the journey has been conflictual in any way or if participants have
had very different experiences of it.

The interactive process generally includes:

    1. Visual picture of the ups and downs: We take either a long roll of paper or a
       series of flipcharts with one chart per day and hang these on the wall. On these we
       draw the journey overall and all the activities and events that have taken place. We
       then give people post-it notes in three colors – fx. red for the “downs”, green for the
       “ups”, and yellow for general comments. We play some music while participants in
       silence move around sticking post-it notes on the mural of the journey according to
       whether specific events to them was an “up”, i.e. a high point of the journey, or a
       “down”, i.e. a low point. They write on the post-it notes to explain their comment.

        The result of this process is a very transparent picture of the ups and downs of the
        journey. It will be strikingly clear visually if certain activities were high or low points
        for the group overall, and also what activities got mixed reactions. Participants are
        encouraged to read what each other has written, which often gives a more nuanced
        picture of an event – one person’s low may be another’s high and it’s interesting for
        participants to learn why.

        Having this visual picture of the journey up on the wall also reminds participants of
        everything they have done during the process, and how rich and varied it has been.
        This ‘bigger picture’ view prepares them well for creating closure on the experience.

    2. Line-up: Again, this exercise enables the group together to evaluate the journey
       holistically and visually and to compare experiences. This time, however, the
       evaluation     is  around    specific shared  goals   that   the   group    had.

        The space is set up with one end of the venue marked as a “one” and the other end
        as a “ten”. Participants are then asked to assess different aspects of the journey on
        a scale of 1-10, and to physically stand at the point in the ‘line-up’ that relates to that
        place on the scale. The specific questions will vary according to what the objectives
        of the specific journey were, and how it unfolded, but examples might include:

        - On a scale   of 1-10, how would you rate the field visits?
        - On a scale   of 1-10, how well did we balance reflection time with experiential time?
        - On a scale   of 1-10, how well did this journey empower you in your practice as a
        pioneer?
        - On a scale   of 1-10, how well did we live up to our agreements/ learning contract?
        - On a scale   of 1-10, how would you rate the journey overall?

        When participants have lined up, the facilitator will generally invite people standing
        on the extreme low or high end to comment on why they are standing where they
        are, and then allow anyone else to comment, taking 3-4 people’s reflections for each
        question.




                                                24
These two exercises are illustrative. There are of course plenty of other ways to do it.
Another tool we used in the India learning journey was to have each participant draw
their journey individually and the ups and downs of it and to share those with others, and
hang them on the wall.

Other sources of evaluation information

The knowledge ecology process will hopefully have generated useful material that can
also help to feed into your evaluation, including quotes from participants, journals they
have written during the process, and pictures they have taken. In addition, you may
want to include a written evaluation form, depending on your needs.

Post-evaluation

It is a very good idea to call participants 3-4 months after the journey by phone and to
see how they at that stage feel the journey has affected them. Have they started any
new activities because of the journey? Has it strengthened them in their work in any
way? Have they maintained the relationships built, and potentially evolved any of them
into working partnerships? What insights have sunk in now that the journey is at a bit of
a distance?

Writing up evaluation reports

Your reporting needs will differ depending on whether you have external funders or not.
Even if you don’t have people you need to account to directly for what you did, the
evaluation report is a very significant source of learning for Pioneers of Change in terms
of improving our programmes, and so we encourage all learning journeys to write an
evaluation report. The style may of course be more free and flexible if it’s primarily for
internal use.

Considerations for the evaluation report:

-   Come back to your orginal intentions and goals for the journey and assess it based
    on those.
-   Make sure to include assessments of any unplanned outcomes – these are sometimes
    the most important.
-   Give as much attention as possible to lessons learned and how these can inform
    future programmes – make the evaluation future- and learning-oriented.
-   Include multiple voices in the evaluation report, and draw on participant quotes as
    much as possible to back up your statements.
-   Test the evaluation report with participants, and make sure they think it is fair,
    before distributing it more widely.




                                            25
FINANCES
Finances are often a challenge with the learning journeys because it is expensive for
participants to travel and cover the fee and costs on the ground. We often get many
applications from people who would be wonderful to have join the journey, but who can’t
afford to be there.

Budgeting

The budget needs to be started as early as possible at the beginning of the planning process
so that you can set the journey fee at a reasonable rate both for participants and for you to
cover your costs. Obviously the budget also needs to be incorporated in any fundraising
proposals you are sending out.

You must make sure that the journey at least breaks even, or ideally makes a profit.
Considerations:

    -   Shop around for accommodation. It’s often possible to find something that is
        nice and not expensive if you look long enough. Don’t cut costs on this though if it
        means going with something really uncomfortable and too many people to a room –
        participants need space to reflect, proper rest and some private time during the
        journey.
    -   Healthy food is important. Some meals you may go with cheaper options, and
        other times, splurge a bit so people feel well taken care of. Make sure they are
        getting some healthy food, as they need to keep energy levels up. So again, don’t
        be too stingy throughout the programme on food.
    -   Venues. It’s often possible to negotiate with partner organizations so that you get a
        nice meeting venue for free or at very low cost. But make sure you don’t sacrifice
        quality here as well.
    -   Contingencies. Factor in about a 10% contingency fee for unexpected expenses
        arising. Ideally, you’ll find you didn’t need it all and have made a profit at the end,
        but if you don’t do this, you may find surprises that lead you to make a loss.
    -   Staff and facilitation costs. The learning journeys have often been completely
        volunteer run, but this has sometimes come at a cost of people feeling undervalued.
        it’s good to consider paying the people working on it something so they don’t lose
        steam. You could either consider paying them a fixed fee agreed at the beginning,
        or a percentage of profits, or decide rather than paying people financially that you
        want to put money aside for other kinds of incentives, like joint activities or courses.
        There needs to be a reward system, that everyone feels is fair. There is no fixed
        policy on this in Pioneers of Change, it is ok to pay people for their work, and you
        need to figure out what your budget can handle.
    -   Fee to PoC. We generally make sure that there is some financial contribution back
        to the core of the PoC network as each learning journey is of course drawing on
        previous learning from the network, the brand, and the connections in the network in
        order to market the journey. These contributions back have ranged from $300-
        $3000, and will depend on what your budget can handle.
    -   Other expenses.           Other key line items to include would be: transport,
        entertainment, materials and welcome packs, host organization gifts/fees (if
        necessary), documentation (video tapes, film…), and equipment.
    -   Transparency. It helps to generate team spirit in the hosting team and ownership
        among participants if you can be transparent with your budget and share it with
        them.

Predicting the real costs of the journey early can be difficult. Uli Von Ruecker, who is hosting
an upcoming journey in Egypt, suggested approaching people locally who are used to
organizing conferences or events, and taking a look at their budgets to find out what things
cost locally.



                                              26
Fundraising

You will need to decide up front whether you want to fundraise for the programme, or
whether you want it to be based on participant fees. It is generally difficult to get enough
people attending if they are covering all their own costs, and it is definitely worth writing a
proposal and sending it to potential funders.

One challenge is that the impact of the journey is in the places that the participants come
from (when they return to their communities and make a difference there.) If they are all
individuals from different countries, it may be easier for them to fundraise from there, than
for you to try to get local funders to invet in this experience for people from abroad.

The things that have worked best for us in the past are:

    -   Sending out the bios of the participants applying for scholarships to individual
        supporters of the PoC network and asking them to contribute to a scholarship fund,
        that can easily be paid into off the PoC website.
    -   Helping people to fundraise for their own journey, by sending out proposals and
        materials they can use as individuals.
    -   In a few cases, we have managed to get small amounts of funding from foundations
        who support scholarships, in response to us sending out proposals.

Helping people fundraise for their journey

These are some tips that were developed for participants fundraising for the Arts for Social
Change learning journey:

        1. Send out a mail, asking 100 friends / colleagues to give you a donation of $10
        each

        2. Contact the following for donations / scholarships
           - Embassies
           - Travel agencies / airlines

        3. Find out who in the corporate sector is supporting the arts.

        4. Host an artistic / cultural event / party where people pay to attend and have a
        good time

        5. Find someone to donate a prize and have a raffle

        6. Search the Internet for links to International Donors who will fund individuals. One
        example is the Ford Foundation

        7. Contact local art organizations / schools / colleges, asking if they could sponsor
        your travel, and in return you could hold a workshop as part of a skills transfer

        8. Ask for support from your own organization - perhaps to host a fundraising event.

        9. Use the local radio as a form of communication to raise funds and awareness
        about the arts.

        11. Exhibition + auction or bazaar of artful items

        12. Video night




                                              27
13. Pub quiz : “Arts and business” or?...

        14. Street performance


Generating income
In some cases, you can find creative ways to generate income through projects or services,
rather than fundraising for donations. This could be through charging for a special event in
connection with the learning journey, or for example by doing commissioned research for an
existing institution on the learning journey topic. Both of these strategies have worked very
well for us in the past.

Accounting
The accounts from learning journeys can get messy because there are a lot of receipts to
keep track of. It’s a good idea for one disciplined person to be responsible for all the money
and to carry around a folder with different pockets for the receipts for different categories of
expenses. You must be able to account for how you spent all the money.

Bank accounts
You may set up a separate bank account for the project, or work through PoC or another
existing local organization. If you are using the PoC bank account, you need to make a clear
agreement in advance with the Cultivation Team as to what are the expected income and
expenses, and make sure that money comes in before going out.




                                              28
TROUBLESHOOTING
Learning Journeys are exciting and rich opportunities for learning and understanding. They
can also be challenging creative laboratories for working with diversity and group dynamics
because of the following ingredients:

    •   Young people participating from many cultures.
    •   Many of them entering a new culture, perhaps with a foreign language, new sites,
        sounds, smells & hand gestures, concepts of time, gender roles, food, levels of
        personal safety, illness… For the less seasoned travelers there may be a certain level
        of discomfort that goes with all this.
    •   Open/participatory learning processes are incredibly fruitful and also open to conflict,
        chaos and creativity.
    •   Logistical complexity: visiting multiple projects in multiple cities and all of the details
        that go into transporting, feeding and housing participants.

This is all the recipe for a wonderful rich and transformative experience. It has also been a
recipe for some unnecessary pain and confusion in the past. In order to help you learn from
some of the mistakes that we’ve made, below are a few things to pay special attention to,
that have caused problems in the past.

Hosting Team Health:

As in any semi-volunteer project, we need to pay special effort to create a real sense of
ownership and commitment to our teams. We also need to hold each other accountable and
make sure people have the knowledge and support they need to host what is a fairly
nuanced and complex programme. It is key to have at least one person who is holding the
bigger view and that there is good communication, flow of information and regular check-ins
to ensure that everyone is on the same page and following through on their commitments.
Ensure that there are clear roles and responsibilities for each team member, so that certain
aspects of the journey don’t end up falling through the cracks. Especially if you are working
remotely, don’t assume that everything is going smoothly, check, if you are concerned that
something is being missed. ASK – it will save you trouble in the long run.

Participant Safety:

We have had a participant go missing on a journey and participants have gotten mugged. It
is crucial to give everyone a thorough orientation on the country you are visiting and tips on
how to stay safe, what to watch out for on the ground how to protect oneself. You can hand
out little cards with the cell numbers of the coordinators and the name, address and phone
number of the place(s) where you are staying for people to carry with them in case people
get lost.

Space/Environment:

The impact of a new culture, the multiple cultures in the group and the amount of new
information and learning from the local projects and communities can be overwhelming for
participants, this saturation can be positive and can allow for people’s mindsets and
paradigms to crack open and expand, but if it gets too overwhelming some people’s ability to
learn will decrease and the group can melt-down if the exhaustion levels are too high. We
learned from experience that is is essential to allow space and time in the schedule for both
group and individual reflection and for rest and celebration. It is also important to have the
physical space to gather as a group and for people to find somewhere comfortable to
replenish themselves at the end of the day. We have been burned in the past cutting costs
on cramped and dingy hostels, with cranky and resentful participants.




                                               29
Culture/Models                                                                               -

It is extremely helpful to spend some time during the community building section of the
journey exploring culture and assumptions. There are many ways of exploring differences in
the group and surfacing hidden ways that each person looks at the world. One possibility is
to do some session focusing briefly on where each participant comes from and what are
some of the stereotypes and truths about them/their culture. It is also helpful to explore a
little bit of the context of the country where the learning journey is being hosted as well as
surfacing assumptions and questions and creating a shared context for learning about the
field of inquiry.




                                             30
REFLECTIONS FROM PREVIOUS LJ HOSTS
                         Alok Singh
                         Co-host and initiator, India ‘03

                          The most important advice I can offer for future hosts of
                          Learning journeys: Focus on the experience that will be
                          generated for the participants: How can you create the
                          conditions for an experience that embodies the content
                          which is your focus in the Learning Journey? What I've
                          learnt is that LJs are a very powerful tool for learning, insight
                          and generating creative responses to societal problems. To
harness this power in a healthy way, it is important that any LJ has a good mix of
different types of spaces: observation, reflection, planning, action and also (crucially)
for rest, 'doing nothing' and fun. To put it another way, as a host you can create the
conditions for the full range of participants' "multiple intelligences" (logical, visual,
spatial, musical, intrapersonal, interpersonal, natural, linguistic, etc.) to be utilised,
resulting in a more complete learning experience. Ultimately, it is the experience
that participants will remember and which will, over the long-term, create the
conditions for them to make changes for themselves, their communities and the
wider world.


                          Marianne “Mille” Bojer
                          Co-host, Bangladesh ’01, Brazil ’01, India ’03, South Africa
                          ’05 and ‘06

                          I treasure the experiences I have had participating in, and
                          hosting learning journeys with PoC. Each one has been full
                          of surprises and a true journey of the mind and soul. I
                          think the most important thing I have learned is to stay
                          calm and continue holding the energy of the group even
                          when the unexpected happens. Everything is a learning
experience, and can strengthen the participants as individuals and as a group
because they are going through it together. If the hosts lose their cool though, the
group can lose its ground to stand on. (I’ve recently become a mother, and while I
don’t want to take that analogy too far, there are actually some similarities – my
baby can be very adventurous and explore the world as long as I am there and I am
calm!) Knowing that things are ok, has allowed me to encourage the group to
express its conflicts which can lead to deeper learning. Finally, with all my
imperfections, being a friend to participants and to host organizations, and facing the
journey with love, honesty, and joy, comes above all else.


                         Tatiana Glad
                         Co-host, Bangladesh ’01, Brazil ’01, Croatia ’03, Brazil
                         (Sustainable Development) ’05, Netherlands ‘05

                         Clarity, passion and presence. My learning in designing and
                         hosting learning journeys over the past years boils down to
                         these three elements. Clarity on the purpose, principles and
                         room for logistical manoeuvre. Passion for the topic, for


                                            31
hosting, and for engaging with diverse perspectives and people. Capacity to be
present to what emerges, and capacity to call in the presence of others in a trusting,
co-creative and innovative learning space. Each learning journey is different, and
thus each holds a unique set of subtleties in what makes it a positive experience for
the team and participants alike. The great discovery I have seen over the course of
these learning journeys has been in seeing the behind-the-scenes challenges emerge
as a reflection of our deepest learning around the subject at hand itself!




                                         32

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Po c learning journeys

  • 1. The Pioneers of Change Learning Journey Fieldbook 1st edition, March 2007 1
  • 2. INTRODUCTION A Pioneers of Change “learning journey” is a physical journey, but is also a journey of the mind and soul. The idea is to create an immersion experience that enables participants to grow, and to develop and improve their practice as a pioneer. Pioneers of Change (PoC) has been hosting learning journeys for groups of young practitioners since 2001, each focused around a different theme. Many lessons have been learned, and at the same time, the learning journeys are still very much an experiment on the edge. This fieldbook was created to share learnings from previous journeys so that those planning new ones can draw on some of the successes of the past and avoid repeating some of the mistakes. CHARACTERISTICS OF A POC LEARNING JOURNEY PoC is always a space for new ideas, and there is no static recipe for a learning journey. However, general defining characteristics of a PoC learning journey include: - Learning through immersion: Each learning journey ventures to a place where there is a rich field of experience with a certain approach or theme related to systemic social change. Participants “dive in”, engaging in face-to- face dialogue with local practitioners and the local reality. They learn from this encounter with difference and possibility. - Open inquiry: Learning journey participants are encouraged to engage with the experience as openly as possible. They usually receive some training in how to suspend one’s assumptions and judgment, how to draw on multiple senses, and how to ask open questions in order to open up to a new experience and deepen one’s perspective. - Multiple learning approaches: The encounters are designed to involve experiential and practical learning, as well as observing, reflecting and talking. Each learning journey needs to be designed so there is time for both quiet personal reflection and group reflection on the experience. - Group learning: While the journeys are designed around site visits, the learning that happens through the group seeing and reflecting together in their diversity is as important as the individual learning from observations and interacting with the people and projects visited. - Co-creation: While much of the journey needs to be planned in advance, the participants of a PoC learning journey also are invited to help shape certain parts of the programme, as well as ways to document the experience. - Being in learning community: Key to the success of the learning journey is how well the group manages to build a sense of community among its members and with the host organizations visited during the journey. The intention is not to be “development tourists”, but to engage in relationship. These learning communities often continue beyond the journeys in the form of distributed Communities of Practice, hosted by Pioneers of Change. 2
  • 3. HISTORY Pioneers of Change started hosting learning journeys in 2001. In February 2001, our partner the Common Futures Forum hosted a programme called “Learning for Action” in Bangladesh exploring micro-finance and non-formal education. This programme, which was managed by the local organization Working for Better Life, had members of Pioneers of Change participating, as well as helping with recruitment, planning, and facilitation. We were inspired by Learning for Action to start hosting more learning journeys in different countries, and to take the learning approach and pedagogy of the learning journeys deeper. Subsequent journeys included: - “Critical Education”, 2001: A 9-day journey to Brazil exploring the legacy of liberation educationalist Paulo Freire and a variety of approaches to critical and popular education. - “Peace-building and Post-conflict Reconstruction”, 2002: An 8-day journey to Croatia exploring innovative approaches to peace-building and conflict resolution in the post-war ex-Yugoslavia. - “Swaraj: A journey into self-rule”, 2003: A 10-day journey to India focused on Gandhian concepts of Swaraj (self-rule), Swadesh (local rootedness) and Satyagraha (non-violent resistance) and how these ideas are being applied today in an era of globalization and modern struggles for cultural freedom. - “Arts for Social Change I-III”, 2004-2006: The Arts for Social Change community has so far hosted 3 learning journeys, the first in Brazil and the last two in South Africa, looking at the role of arts in cultural healing and social transformation. - “Between Integration and Isolation”, 2005: A 5-day journey to the Netherlands looking at the current issues in Europe around integration of immigrants, and new cultural issues arising. - “Sustainable development”, 2005: A 10-day journey to Sao Paulo and Curitiba in Brazil focused on sustainable living and models of sustainable communities as well as conversations around sustainability at a global level. - “Social Entrepreneurship”, 2007: As we write, a learning journey exchange is taking place between PoC in South Africa and the Association for International Social Entrepreneurship (AISE) in Sweden, involving two two- week learning journeys, first in South Africa and then in Sweden. At the time of writing this handbook, pioneers in Thailand and Egypt are also considering hosting new learning journeys. Output documents from previous journeys are available from the PoC website (www.pioneersofchange.net). Anyone hosting a future journey should take a look at these documents to be familiar with the stories and specific lessons of the previous journeys. 3
  • 4. GETTING STARTED What are some of the steps to take when deciding to go ahead with a learning journey? The below steps are a checklist to inspire your planning – they do not need to be taken in this order, if something different will work better for you! 1. Deciding the theme: What is the rich field of experience that your country or community has something to teach the world about? What are some of the innovative practices around this theme, or the paradoxes, that you could physically take participants to see? 2. Develop an initial concept paper: Your first concept paper may be brief (2-3 pages) and just sent out to the key collaborators you would like to invite in to help make the journey happen. This concept paper can be used to gauge their interest and can then be adjusted with their input and turned into participant invitations and fundraising proposals. The concept should include why you are hosting the journey, a broad picture of what will happen on the journey, who will participate, and what you intend for the impact to be. 3. Convene your coordinating team: As early as possible, create a team around you, build ownership, and clarify roles, so that the burden of organizing isn’t only on one or two people. It’s a good idea to do some activities with the team that generate excitement about the journey, like doing a mini-learning journey together or hosting some conversations around the theme. It’s also important to be aware of what it is that motivates each team member to want to be involved. 4. Widen the conversation - initiate an online dialogue: PoC has numerous email lists for communities of practice with people interested in different topics. If your topic is related to one of the existing lists, bring the list members in early to help you think about the programme, and generate excitement by sending regular updates on the preparations out to the list. If there isn’t an existing list related to your topic, you can create one. 5. Establish date and location – Where and when will the journey take place? Be realistic, the journeys have often been postponed because it takes longer than you think to organize it on the ground and especially to fundraise and recruit participants. This also involves deciding on the length of the journey, considering how far people are traveling to attend, budget and time considerations, the level of depth of learning and experience you are aiming for, the level of complexity of the theme, how much there is to explore, etc. 6. Communicate with potential partner organizations: Start talking to the potential local partner organizations who can receive the learning journey group. See the below section on communicating with host organizations. 7. Start marketing to participants: Recruitment of participants can be the most time-consuming part of the LJ preparation. Create the application form early and send it out as widely as possible. Stay on people’s “radar screens”. See the below section on recruitment. 8. Develop a draft agenda with the team: See below section on process 4
  • 5. design. 9. Develop a budget and financing strategy: See the below section on financing. 10. Determine facilitation requirements: You will need to think about whether the local team you have assembled has sufficient experience with facilitation of group processes to be able to hold the group through this experience or whether you should invite some of the international PoC facilitators to join you. 11. Confirm local logistics and field visits: See below section on logistics. 12. Decide what will be produced in terms of outputs and documentation: See below section on knowledge ecology. THE HOSTING TEAM Having the right composition of people helping you to make the learning journey happen is probably the most fundamental pre-condition for success. You need people who are passionate about making the learning journey happen, who feel they themselves will learn something and are excited to meet the participants and build international relationships. They should also be people who have a sense of responsibility and ownership. You will need at least 3 people in total working together, including at least one who is experienced with the learning journey theme, and one who is familiar with the PoC network, principles, and past learning journeys. The main roles in this team are described here. Note that these roles may overlap or be taken up by more than one person. Coordinator: Some learning journeys have one overall coordinator making sure everything is on track. Others manage to have more shared leadership in the team. If you do go for distributing the coordination role over multiple people, it is important to establish role clarity and a strong sense of accountability across everyone involved. Facilitator/s: The facilitator or facilitators will be the main responsibles for designing and hosting the learning process and pedagogical approach of the journey. They are responsible for creating a ‘container’, enabling the group to come up with it’s agreements (or ‘ground rules’), clarifying roles and boundaries with the group, making sure there is alignment between group intentions and personal intentions, and facilitating group learning activities that make sense in terms of the unfolding needs of the group during the journey. The facilitators often needs to find a fine balance between being assertive, fx. insisting that reflection time is honored, without becoming controlling so participants feel their freedom is restricted. They need to be able to remain calm and centred during the journey and are essentially holding the overall learning experience. Ideally, each journey should have at least one facilitator on the team who has done learning journeys before. This person can then work together with another who can be more new to it, so learning gets passed on and new ideas can come in. Even 5
  • 6. someone with a strong background in facilitating other kinds of learning processes, workshops and conferences needs to be aware that the experience of facilitating a learning journey can be quite different: Creating a ‘container’ is more challenging because people are spreading out on visits and having different experiences. Experiences on the journey can trigger different and unpredictable reactions in people. Participants can get physically tired, emotional, confused or disoriented. People are experiencing a new culture as well as a new topic and a new group. If you are not sure you have sufficient facilitation capacity for your learning journey, you can contact the Pioneers of Change associates network, which includes a number of people who have facilitated previous journeys. Logistical support: The people responsible for logistics need to take care of all the practical details like accommodation, food, transport, materials, meeting venues, visa letters, etc. They may also together with the facilitators be responsible for organizing the visits with host organizations and communities. In addition to a main logistics coordinator, it’s very helpful to have a couple of volunteers who can be “runners” during the programme, when special needs come up. The logistics team should try to be aware up front of whatever special requirements participants may have. The personalities working on logistics should be flexible, but also able to say no when boundaries are being stretched. Documentation: It’s helpful to have someone from the core team, who will ensure that the documentation of the journey happens as the group is on the move. The participants can get actively involved in documentation, taking photos, writing journals, passing video cameras around, drawing, uploading material to their blogs, etc. So the main documentation person doesn’t have to do all the work, but it’s good for this one person to be keeping an eye on whether it’s happening and encouraging participants to do it along the way, as it’s easily lost in the activities of the journey. Translators: On some journeys you may need people who are willing to be translators if the local tongue is different from the languages participants speak. If you are relying on participants to do this translation, you should ask them in advance, as it can detract from the overall experience. Make sure not to just take for granted that someone who has the ability to translate is also willing and has the energy to do it. Special events: Some learning journeys include special external events like dinners or one-day workshops for a wider group of local participants to come together. It’s a good idea to have separate people responsible for these events, who feel a part of the overall team, but are not participating in the whole journey. These people will then have the time and space to do the last-minute preparations, even though the main journey is already underway. TEAM PROCESS The spirit of the planning team will spill over and can have an infectious impact on the overall learning journey group when they arrive. It’s a good idea to take time with the team not just to go over practicalities, but also to talk about hopes and fears for the journey, align expectations, and explore the theme together. You could 6
  • 7. take turns hosting the meetings, and spend some time at the beginning of each meeting doing something that is interesting and enjoyable for the group. 7
  • 8. PARTICIPANT RECRUITMENT AND COMMUNICATION The Invitation Hosting a Learning Journey in many ways starts with the invitation. The invitation will often be the first contact you have with the participants. It will early on begin to shape their experience of the learning journey. Because Pioneers of Change is a virtual community, what you communicate with pictures and words will be crucial in attracting people to join the Learning Journey, creating the learning field and shaping people’s expectations. Creating the invitation is a creative opportunity to gather as a hosting team and clarify the shared vision of what the learning journey will be. You will begin to design the actual event at this point. In the invitation you need to include an initial sketch of the event. This should include the purpose, the kind of people that the learning journey is hoping to serve, the preliminary agenda or flow of the days and all the details they will need to sign up. Purpose: A great starting point when you decide to host a learning journey is to clarify the purpose or intention of the event. What is it that you hope that the learning journey will become? It is helpful to be very clear and robust in articulating why the learning journey is happening. In the chaordic organizing theory the purpose is what holds the integrity of an open learning process. It helps you make decisions about design, it allows people to self-select for the right reasons and it gives hosts and participants a shared vision of what they are going to create together. The intention of the recent Learning Journey on Arts for Social Change in South Africa was : • To highlight, and generate commitment to, the power of working with the arts across the social change sector • To understand the background, the story, the values, and the social change theory that move the most experienced and successful people using artistic techniques in social change, as well as their methodology • To build motivation as well as practical capacity of participants (young artists and people working on community-building and social change in a variety of fields) to apply creative processes for social change • To build relationships and creative partnerships among participants, as part of an ongoing global “Community of Practice” around arts for social change, facilitated by Pioneers of Change • To create a learning tool/ resource package to be used widely among the Pioneers of Change community, facilitators network, and social entrepreneurs beyond the immediate programme participants People: As you look at your design it is good to clarify who the Learning Journey is for. In Pioneers of Change we generally focus on people in the early phases of work and talk about focusing on people in their mid-twenties to mid-thirties. We also emphasize working with people who are practitioners in a field and thus facing the real challenges of that work and with experience and knowledge to share. We always aspire to wide national diversity as well as sectoral. The area that your learning journey focuses on will help determine who you think would benefit most from the experience. 8
  • 9. Agenda: In order to draft the invitation you will also want to have the initial prgoramme of the learning journey and a good idea of the organizations that you want to engage and learn from. In the past we have often used the following as a template for our learning journeys: • 2-3 days of getting to know each other, setting intention, and community- building • 3-5 days of journeying to different communities and projects learning from the real challenges and innovations in the field; • 1 day (optional) Workshop to share the insights of the journey as well as the skills and knowledge of the group with the greater community. • 1-2 days of closing, launching collaborations, evaluating the programme and celebrating. It will also be good to share some (or all) of the projects, organizations and communities that you will be visiting. If you can create the atmosphere of the event with the discriptions of the projects, overall language, graphics and photographs, you will already begin to set the tone of the event and it will be easier to move quickly into learning community when people arrive. Details: To help people make the decision to come it is important to have dates (with suggested arrival times), costs, venues, instructions for how to apply, and some initial information about the place where you are hosting the journey. You can find many examples of invitations on the Pioneers of Change website – here is one example from a Sustainable Development LJ in Brazil, 2005: http://pioneersofchange.net/communities/sustainability/learningjourney/LJ%20invita tion.pdf Marketing Pioneers of Change is a loose network in many ways and just announcing the journey on the website and newsletter will likely not be enough to attract sufficient participants. It is great to get an “in-focus” piece in the PoC global newsletter several months before the journey. We usually send the invite to all the active PoC lists and especially to the CoP related to the Journey and the Chaord Group and Stewards list. In addition the following websites / newsletters have attracted people in the past: - Taking IT Global - www.takingITglobal.org - Pioneers of Change is registered on their website, and we can advertise our events there. - CIVICUS www.cicicus.org - has a global Newsletter and they take submissions – email the invite to editor@civicus.org Seek out listserves and websites in the field of practice of the learning journey. The best way to market a PoC Learning Journey is through networks of trust, personal invitations and personal requests to pass the invite on are extremely helpful. In general, people need personal encouragement, as they are often investing significant time and money to come. A nudge and a conversation about why it will be valuable for their learning as well as how much they can contribute to 9
  • 10. the overall value of the journey, can often make the difference. In addition, frequent updates to the relevant Commuity of Pracitice list and interested participants can help build the excitement so people in the end feel they can't not come. Application form The application or registration form will give you all the practical information you’ll need to have for the participants (contact info, passport #, dietary requirements) as well as information about who they are that will help in designing the meeting to meet their needs. A SAMPLE APPLICATION FORM The application for the Sustainable Development learning journey included the following questions and information: PERSONAL DETAILS Name, National/cultural background, Birthdate, Gender, Passport number Email address, Phone number (with international dialing code), Postal address, Fax number Do you need a visa for Brazil? Do you have any medicaL or dietary requirements? When will you be arriving and departing, considering the programme runs from 2 to 12 October? REFLECTION QUESTIONS Who are you and what is your work? Explain why you think you should be selected to participate in this Learning Journey. What do you feel you can bring to the programme as a participant? What are your expectations for the programme? What would you like to take back with you? What worries you about the state of the world? What gives you hope? What does sustainable development mean for you? How do you feel you are currently contributing to sustainable development/creating a better world – at a personal level, in your work and/or in your community? What more would you like to do? What is your experience as someone committed to sustainable development/creating a better world? What challenges or dilemmas have you faced or are you currently facing? What support do you need? Is there a specific project, practice or process you would like to share with other participants in a session? Do you have any ideas/input for the design or content of the programme? Is there anything specific you would like to see? Do you have any objections to our making your application form available for other participants to view? 10
  • 11. As important as the process of informing you of who they are, is the self-reflection and intention setting process that the participants will go through in answering the questions you ask. When a participant takes the time to write about themselves and their work and their aspirations for the LJ, they are making an investment in the journey and their process of engagement and investment in the learning process begins. There are numerous examples of questions used in past LJs – their may be other specific questions that you want to ask – specific to the focus of the learning journey. Logistically you can have a person on the team accepting applications, or you can use a free on-line tool such as Survey Monkey www.SurveyMonkey.com Cultivated Self-selection Pioneers of Change is a self-selecting network, meaning that people choose to be involved and it is open to whoever is drawn to be there. As an organizer of a Pioneers of Change activity, you can cultivate the self-selection process and make it more potent by being very clear and explicit about the purpose of what you are creating and who you are hoping to serve. In this way you can pay attention to who is applying for a learning journey and act when you perceive a lack of fit. If a participant’s background, approach or expectations seem incongruous with the purpose of LJ, you can engage the participant in a conversation. In past experience, most often when you clarify the purpose of the journey and the intended participants as well as your question about whether it is really a good fit for the person - the applicant will either respond by declining to join or advocate for themselves in a way that clarifies why they should be there and dispels any misconceptions that were present on both sides. In general it is important to have clear and transparent expectations on both sides, so that participants know what they are joining and why, and you as a hosting team know what they want to get out of the experience. Welcome pack Depending on how much people have traveled before, coming on a learning journey can be a bit anxious for people and we have found that giving them good information on the county that they are coming to and the LJ can help alleviete fears. A typical welcome pack includes: • Logistical information: arrivals, visas, phone numbers, accomodations etc. • Programme Information: shcedule, projects profiles, thought provoking questions to prepare participants. • Local context: the weather, culture, safety, dress, historical context, story of the field of inquiry that the Learning Journey is exploring etc. • What to Bring • Participant Bios It is important to get the Welcome pack out to potential participants at least a month before the journey. 11
  • 12. Visas Be mindful of participants needing Visas to enter the country where the journey is taking place and get them the necessary letters early and encourage them to apply as soon as possible. The visa process can be lenghty and we have had several Learning Journey participants cancel at the eleventh hour because their Visa did not come through in time. Enrollment interviews Doing enrollment interviews can make a big difference in terms of the participants’ preparation for the journey, as well as feeding into your preparations to make sure you are designing the journey right for the people who are attending. Sometimes hearing your friendly voice on the other end of the line can also be the final thing that makes the difference between someone deciding to come on the journey or not. For this reason and to give you time to incorporate any changes to the agenda, the calls should be made at least 6 weeks before the beginning of the journey. The main purpose of the call is to align expectations and to get to know the participants. Topics you could cover in these calls include: - What is the participant’s background? Where are they from, what activities/work have they been involved in? What are they interested in? - Why are they coming on the journey? (This question will have been asked in the applications, but can be elaborated on.) - Are there specific things they’d like to see happen on the journey? (You may want to talk to them about whether these expectations are realistic.) - Are there specific skills or talents they’d like to offer on the journey, such as video-taping, photography, writing, teambuilding exercises…? - What questions do they have for you and the organizing team? Any concerns as they prepare for the journey? - Have they got their ticket and visa in order? 12
  • 13. PROCESS DESIGN AND FACILITATION Designing the Agenda Creating the agenda for a learning journey can be a bit of a puzzle, as you may be trying to fit many different schedules together. It’s good to start with an overall structure of the process. At its most simple, you can think of the journey as a story with a beginning, a middle, and an end/closure: Beginning: Closure: time for community- overall reflection, building, Middle: launching intention-setting, journeys to collaborations, and preparation evaluation and closing different communities and projects Beginning: The process of beginning, embarking on the journey, lays the foundation for the entire experience. The first learning journeys we hosted in PoC had only half a day of orientation before embarking on visits, whereas the later ones have included up to two days in a peaceful retreat center to get the journey started on a solid footing. This phase of the journey covers: - Community-building: participants getting to know each others stories, work, and reasons for joining - Overall orientation to the general idea of a learning journey, as well as to this specific journey and to the local culture, - ‘Contracting’, i.e. creating agreements around what the participants need from each other for them to have a successful journey, - Planning for any elements of the journey that are co-created, like documentation, sharing sessions, or special events, - Some introduction to open inquiry, and training in capacities of listening, sensing, and suspending judgment. An example of a useful tool for this training is to introduce the ‘ladder of inference’: 13
  • 14. Middle: The heart of the learning journey is the series of visits to striking organizations, projects, and communities. It’s very important that these visits are experiential, so that the group has a chance to really feel what is going on, and not just be told about it by a few individuals. The visits should balance information with experience and with one-on-one or small group conversations with people involved. The group may want to appoint a participant to introduce them and explain where they are on their journey at the beginning of each visit. The series of visits needs to be balanced with time for reflection and processing what has been experienced. This reflection time is where a lot of the learning really happens as people become aware of the difference between what they noticed and what others noticed, and learn to see through the group’s eyes and not just their own. Some things to consider in designing the middle of the journey include: Time for daily check-ins and briefings: Each morning should have time set aside before venturing out for a check-in and briefing for the day. The check-in gives a chance for each participant to briefly express anything they need to air, and the briefing ensures that everyone is on the same page about what will happen that day. Balancing experiential immersion and reflection: Sometimes in the rush to fit all the amazing things there are to see into an agenda, the reflection time can get cut out, leading to a sensory overload without time for processing. This is probably the most important balance to strike in a learning journey. Participants need time for both individual and group reflection in order to have a quality learning experience. It’s good to use different kinds of tools for reflection, balancing large circle dialogue that gives a sense of where the overall group is at, with small group conversations that can go more in depth and feel more free. It’s also important to have enough space in the agenda that the group can spontaneously convene a conversation if an issue arises that needs to be processed. Consider putting a longer session of reflection time in a morning in the middle of the journey as participants are often very tired at evening reflections. Re-visiting group norms/ agreements: Often a group creates a set of agreements in the beginning of a process, and then forgets all about them until they get to the point of evaluation and realize they didn’t live up to their agreements so well. It’s a good idea to take time around the middle of the process for revisiting these agreements and having a frank and open conversation around how well the group is living up to them, and how they can improve. Travel: A number of the previous PoC learning journeys have included travel between multiple cities and communities. This is beneficial because it gives participants a picture of multiple contexts, and people are often keen to visit more than one place if they’ve traveled to a new country for the journey. However, long bus trips can be quite exhausting for participants and require some free time placed in the agenda upon arrival. Learning journeys can be 14
  • 15. psychologically challenging, and physical tiredness can add too much to the stress. Don’t push people too hard. Including an external day/event: Several learning journeys have included an event that allowed for sharing with a wider group of local practitioners. This event can also be an opportunity to bring the people from the different host organizations together in one room, so they experience the local network emerging around the learning journey and not just the learning journey group itself. These events have taken different forms: - An evening with project exhibits and a dinner party (Brazil 2001) - A day seminar around the theme (Brazil 2005) - A workshop day with many parallel workshops on the theme, culminating in an evening celebration (South Africa 2005-2006) There is a great benefit to doing these external events, bringing a larger community into the room. The difficulty is that it requires almost a separate organizing team, as it is often difficult for the core LJ team to be planning last minute details for these events during the journeys. Closure: The learning journey is a very eye- and heart-opening experience. A proper sense of closure will allow participants to feel ready and prepared to go back home and apply their learnings, and to stay in relationship with each other. It’s a good idea to use some artistic techniques at this stage. In several of the learning journeys, we have for example put up a big piece of cloth or paper on the wall and had people paint images and words on it reflecting their journey. This gives a sense that they are jointly piecing together the ‘bigger picture’ of the journey. We have also previously asked each person in silence to draw their journey and the ups and downs they experienced along the way. The closure phase should include time for: - making sense of, and synthesising, what has been learned, - discussing any activities, project ideas, or other next steps, - clarifying how to stay in relationship, - reflecting on how it will be to return home from a life-changing experience when the world back home hasn’t changed as much as you have, - evaluation (see separate section on evaluation), - check-out, going around the circle, hearing each person’s reflections on the journey or parting thoughts. Sometimes the check-out may include a “love-back” session, where after each person checks out, two other participants speak back what they appreciate about the person who has just spoken. Dealing with conflict and the unexpected You may have planned the perfect agenda, and yet the reality is that the story of how the learning journey will unfold is an unpredictable adventure. It is perfectly healthy for the group to go through some “storming” somewhere in the middle of the programme, and if this is handled well, it can actually deepen the learning experience dramatically. There are a variety of tools for handling these situations which you should make sure your facilitators are aware of. One resource is the “Mapping Dialogue” report available from the PoC website. The most important 15
  • 16. thing is for the facilitators and hosting team to stay calm and to recognize that this is an integral and useful part of the group’s process. Another aspect of this informal group process to be aware of is that often the dynamics of the issue or system that is being observed and talked about and focused on can show up inside the group itself in terms of its own dynamics. This can be difficult but can also, again, be a rich source of learning if the faciitator can point it out. Bringing the conversation home to the here and now, and our own roles in it, rather than staying in the “us and them” mindset, can lead to the deepest shifts in participants awareness. Sample agenda Fri 22 Sept Sat 23 Sept Sun 24 Sept Mon 25 Sept Tues 26 Sept 8:00 8:30 Check in 9:00 Check in Check in Transport to Joubert Park 9:30 Check in Transport Sharing personal Joubert Park: Tour 10:00 Opening, welcome & Inter-cultural and Zanendaba stories, work and including Lapeng 10:30 introduction to the inter-personal Storytellers talents and Johannesburg 11:00 programme preparation and Arts Gallery 11:30 group dynamics 12:00 Creative Inner City 12:30 Transport Initiative 13:00 Lunch Lunch at Moyo Zoo Lunch Lunch Lunch 13:30 Lake 14:00 Intention-setting & Zanendaba Creative Inner City 14:30 agreements – Vision Drumming circle with Storytellers Free time Initiative 15:00 for Arts for Social 20 000 Drums 15:30 Change 16:00 Screening of 16:30 Amandla & 17:00 Transport Transport discussion 17:30 Evening out in Free time Transport 18:00 Newtown to Free Time 18:30 Dinner in Melville celebrate Heritage Dinner 19:00 Day Dinner in Melville Dinner 19:30 Wed 27 Sept Thurs 28 Sept Fri 29 Sept Sat 30 Sept Sun 1 Oct 8:00 8:30 Transport to Soweto 9:00 Check in Full day Arts Event 9:30 Soweto Mountain of Transport 10:00 Hope (SOMOHO) Option 1: AREPP Reflection on the Next steps 10:30 Theatre for Life journey & lessons 11:00 learnt 11:30 Option 2: Sibikwa 12:00 Yana 12:30 Lunch at Soweto Lunch Lunch Lunch 13:00 Kliptown Youth 13:30 Continue at host Workshop Closure, 14:00 Soweto Kliptown organization preparation commitments & 14:30 Youth evaluation 15:00 Transport 15:30 16:00 Constitution Hill 16:30 17:00 17:30 Transport to Tour with Albie Break Break 18:00 Johannesburg Sachs 18:30 Dinner & reflection Celebration 19:00 Dinner at Dinner Closing Dinner 19:30 Constitution Hill 16
  • 17. Learning Journeys in Developing Countries (Excerpt from Generon Consulting’s Change Lab Fieldbook, see www.generonconsulting.com) “Executing learning journeys in developing countries presents a special challenge and a higher level of complexity. Here the possibility of an “honest conversation” becomes even more remote due to vast cultural and social boundaries and power differentials. All complexities, be they with host organizations or the participants themselves, can be handled through remaining clear on the purpose of the learning journey and the intentions of the participants to learn and engage as honestly and as openly as possible. Often the greatest barriers to conversation are the assumptions, judgments, and barriers of the participants themselves. Western participants often arrive at “Third World” sites (especially rural sites) with the assumption in their mind that people who have less material wealth than them are “poor.” Individuals on site can often also reinforce this label through their own actions-partially because this is the only relationship they have known with Westerners. This leads to a reinforcing of power structures which only entrench the barriers to honest conversation. The alternative is to arrive differently. Rather than assume that people with less material wealth are“poor” it makes much more sense to arrive with at least the possibility in mind that they are equally, or more wealthy in other domains, and that they have something to teach us. This creates the space for a conversation between equals. A number of times we’ve had participants ask what we’re giving back to a site, it being clear that we have somehow “taken something away.” Such an attitude, again tells us more about the mindsets of participants than it does about the real needs of people at a site. It assumes that people “need” something that we have and they don’t. While this may be true at some level, it’s an assumption and a judgement which should be questioned. Sometimes the greatest gift we can give to a community is to enable them to be teachers to us for once, and to not see them as needy.” 17
  • 18. PROJECT PLANNING AND LOGISTICS There are quite a lot of details to be covered when organizing a learning journey. If the logistics are not in place, this can cause unnecessary strain on participants and detract from the learning experience. It’s important to do whatever you can to prepare well, and to be able to think on your feet and improvise when things sometimes slip during the journey. The coordinator should work with the team to create a project plan that includes a timeline of: - Each action item (eg. Book hotel/ send visa letters/ organize theatre tickets…) - Timeline (by when each action item needs to be done) - Person responsible - Status/ comments A basic check-list for the action items that would go into the project plan could include: 1. Participant logistics and communication - Applications and invitations out - Receive applications - Acceptance of participants - Confirmation of participants - Participant information in spreadsheet - Flight arrival and departure times/ pick-up schedule - Orientation pack out - Enrollment calls - Visa letters - Compile bios and send to email list - Welcome packs, disclaimer forms, and nametags 2. Finances - Funding proposals out - Confirmation of budget - Invoices out - Deposits paid 3. General logistics - Accommodation booked - Rooms allocated (if necessary) - Transportation booked - Meals - Venue hire - Entertainment bookings - Collect materials from host organizations for welcome packs - Workshop materials 4. Special events - List of invitees - Invites out - Venue booking - Food confirmed 5. Process design - Confirm host organizations and visits - Host organizations briefings out - Invite guest speakers (if relevant) - Final agenda design 18
  • 19. Additional considerations and tips Special requirements: Make sure to collect information from participants about any special requirements related to their dietary or health needs and incorporate these into the project plan. Venues: The physical environment is very important in creating a container. This goes both for the accommodation space and meeting spaces being used. It’s advisable to use a rural retreat for the orientation day/s and the closing day. Try not to put too many people to a room as they need space to think and privacy. It’s also a good idea for the hosts to have their own rooms. First aid kit: Try to buy the basics like painkillers, bandaids, sanitary pads, and cold medicine up front, and have one person carrying these who is known as the first aid person by participants. You may still need to run and buy medication if participants get sick, but it’s good to have the basics on hand. Disclaimer forms: Participants need to know that PoC is not liable if anything happens to them during the journey. A simple disclaimer form will do, you may want to check on regulations in your country for the appopriate format. Visa letters: You may need to push participants to let you know early if they need a visa letter. This should really be done in good time, otherwise participants get caught off guard with the time it takes to process them, and at times they have arrived late. Visa letters generally need to be faxed to the participant as well as to your country’s embassy in their country. 19
  • 20. WORKING WITH HOST ORGANISATIONS The host organizations or communities are the people who the group will be visiting along the journey. They are partners in the journey, and the closer you manage to build a relationship with them, the better the visits will be. What to look for in selecting the visits: - People who are using innovative approaches - Visits that can be visual and experiential – there needs to be something that can be seen, sensed, and felt, not just talked about - Places that can be a rich source of information about the topic. Depending on the topic, you may also be looking for ambiguity or paradox that can challenge people’s learning. The best way to prepare the host organizations and communities is to visit them in person and follow-up with a written briefing. This briefing should include who the participants are, what PoC is, what we are expecting from the visit, and our logistical needs. It’s often possible for the hosts to organize meals and snacks as well if you ask them well in advance. You also need to make phone calls to them the day before the visit to make sure they are ready and whether they have any last minute needs or advice for you. Possible elements of a good visit include: - Introductions to the people in both groups (the LJ participants and the hosts) - Some brief introductory background to the organization or place - A visual experience, such as a tour or somehow observing/experiencing what happens in the organization/place on a daily basis - Small group or one-on-one conversations with participants What to avoid - Sitting in theatre-style listening to a long powerpoint presentation of information on the project - Being allowed to only hear from the leader or the founder of a project, or some person of status While we need to be clear that we don’t want the visit to be a monologue, it’s important to be aware if the hosts have culturally-derived expectations and we need to follow protocol. Sometimes you do need to offer respect to certain people, or follow certain rituals – take it as part of the learning experience in that case. Sample host organization briefing Arts for Social Change Briefing for Host Organisations Thank you for joining the Arts for Social Change learning journey as a host organisation. We are looking forward to learning from your stories and your practices. This briefing includes some basic information about the journey and our hopes and expectations for the day. What is Arts for Social Change? Arts for Social Change is an international learning programme facilitated by Pioneers of Change. The programme engages young people, generally in their mid-20’s to mid-30’s, who are either artists interested in channeling their talent towards more meaningful social change purposes, or activists, professionals, and community-builders wanting to learn how to apply more artistic processes in their work. The programme was started in late 2003. It involves 20
  • 21. an email list for sharing ideas and resources, production of a CD-rom learning tool, and a series of international learning journeys, the first of which took place in Brazil in May 2004. Your involvement is in the second learning journey which takes place in Johannesburg, South Africa, from February 24-March 6, 2005. The Learning Jouneys create a powerful experience through a physical journey of a place and context that is also a journey into another mindset. They enable participants to develop and improve their work as change agents, through immersion in different practices, methodologies and perspectives, followed by critical evaluation of what has been observed and workshops on how the learning will translate into practice in their home context. In summary, the South Africa programme will include: - A 2 day workshop covering introductions, setting intention, cultural awareness, and community-building using artistic processes - 5 days of journeying to different communities and projects, getting to know numerous artistic approaches in practice and in context - Ample time for reflection, processing, interpretation, and learning from the other participants - A day of opportunities to offer training sessions and workshops to a wider group of South African participants - Participant involvement in filming and documenting creative processes - Cultural evenings and activities - Collaborative development of new tools and processes What is Pioneers of Change? Pioneers of Change (www.pioneersofchange.net) is the main organiser of this learning journey. Pioneers of Change is a global learning community of young people, aged 25-35, from diverse cultural, social and professional backgrounds, who are committed to continuous learning and to working for positive systemic change. We organise in local learning networks, learning teams, project groups, and thematic discussions as part of the flexible structure of the organisation. Previous learning programme topics have included critical education, water, sustainable development, corporate citizenship, self-governance, micro- finance, peace-building, immigration, and more. Who are the learning journey participants? As stated earlier, the participants will be young (25-35) practitioners, who will range on the spectrum from artists who have yet to get involved in social change, to social change agents who have yet to get involved in art. About half of the participants will be people who are already working directly with arts and social change. The participants will have invested significant sums to attend the journey and will be wanting to gain practical knowledge which they can apply in their own communities across the world. They are not tourists who are just brushing the surface, and they are also not journalists looking for a simple story to either praise or critique. They are curious active learners, critical thinkers, and professionals. As an organisation working with the arts for social change, you might consider them your peers from different countries. They will be happy to be addressed as such. At least a week before the journey, we will be sending you a document with the short biographies of all the participants. What are we interested in? We are interested in observing your work in action in the communities, as well as in receiving some practical training from you in terms of how you do your work. We are interested in hearing your stories. As peer learners, we are just as interested in your failures as your 21
  • 22. successes - we’re not looking for a glossy image. We are also interested in what is your learning edge – the areas that are at the frontier of what you are trying to do, the challenges you have not yet managed to surmount. We would like to have opportunities to speak one- on-one or in small groups with you and with some of the people you work with, more so than listening to extended presentations. Intended structure for the visit We would like each visit to follow this simple structure: - Check-in: A recap of where we are on our journey. Participants will not all introduce themselves and their work, as this will already be in the bios, and will be repetitive for them, but they will each share a quick question or idea they are carrying with them, and one person will brief you on what they have experienced so far. - Observation/ Demostration: We would like to first observe you in action working with your beneficiaries/ participants, and if possible, being treated as you would treat your beneficiaries/ participants, having a chance to experience and engage in your activity as they would. - Training/ Learning: After the observation, we would like you to offer us a small training perhaps in one or two of the techniques or exercises you use in your work, and to share with us what knowledge and what principles are important to remember when doing this work. - Throughout the visit we would like to ask curious questions and to engage with you in dialogue about your work and ours. - Finally we would like to have some time on our own for a reflection exercise and to share with you what we have learned during the visit, and what we have appreciated about your work. Logistical needs - If it is possible for you to organise lunch for us, we are happy to reimburse any costs incurred. If it is not possible, we ask that you let us know, so that we can organise lunchboxes for the participants. - We will need a room or outdoor space where our group of approximately 30 people can sit in a circle or in small groups for the reflection exercise. We look forward to working with you and to visiting your project. Please contact Nicole Antonie on 082 858 8095 or Nicole@pioneersofchange.net if you have any questions. 22
  • 23. KNOWLEDGE ECOLOGY Within the context of Pioneers of Change Learning programmes, knowledge ecology simply refers to how we, reflect on the learning we are having, capture and creatively express the knowledge being generated for our own and others benefit. The term “knowledge ecology” recognizes that knowledge is a living thing and not static: learning journey participants are not on the journey to have fixed knowledge imparted to them. They will create the knowledge inside their minds and souls, based on their previous experience, and create group knowledge that none of them could have as individuals. A significant aspect of hosting the knowledge ecology is to create ample time and space for both the individuals and the group to reflect on what they are seeing, experiencing and learning throughout the journey. There is so much input and insight in a learning journey and so much to see and do, that we can squeeze out time for journaling, debriefing, checking-in and checking-out, but if we hold the spaces for these activities, we allow the group to integrate and find the value and meaning in what they are experiencing. Output: Harvesting We often refer to the process of recording and expressing the knowledge that is being discovered and generated in a learning programme as “harvesting”. The hosting team should put thought into the harvesting from the first stages of design and put some thinking into what kind of output is possible and desirable from the LJ, and create the opportunity for that to happen. It is a general practice to produce an output learning document, video or other media for every Learning Journey. The best way to do this is to involve everyone on the journey from the beginning. Providing space for the group as a whole, or a self-selected team to think about and design the output at the beginning engages everyone in the process and creates a rich, diverse telling of the story and sharing of the knowledge. Giving people time each day to capture the journey through writing, art, video, photo can be a very effective way to gather the voices and impressions of the journey as you go along. At a recent Art for Social change learning journey in South Africa their were some very talented and motivated documenters in the group and they made a schedule that each day one person was responsible to capture their impressions and essences of the day in one medium (video, drawing, and writing), so that each day was covered in several ways. If you are taking video of the journey, try to have a plan for editing in advance, as many video tapes lie idle after a journey because no one had the capacity to edit them into a film! The main thing to be aware of is that there is no objective story of the LJ, by capturing many impressions and voices there is the opportunity to express the subjective, multi-faceted reality of learning that is happening. 23
  • 24. Evaluation Interactive Evaluation Over the course of previous learning journeys we have developed an interactive process of evaluation, which helps participants to become collectively aware of how the journey has been for them as a group and of how they have created the experience together. We find that it is important to give 2-3 hours to this while participants are still together. If you simply send people a written evaluation form and write up a report, there is no collective assessment, and group context for the individual assessments. The interactive process is particularly important if the journey has been conflictual in any way or if participants have had very different experiences of it. The interactive process generally includes: 1. Visual picture of the ups and downs: We take either a long roll of paper or a series of flipcharts with one chart per day and hang these on the wall. On these we draw the journey overall and all the activities and events that have taken place. We then give people post-it notes in three colors – fx. red for the “downs”, green for the “ups”, and yellow for general comments. We play some music while participants in silence move around sticking post-it notes on the mural of the journey according to whether specific events to them was an “up”, i.e. a high point of the journey, or a “down”, i.e. a low point. They write on the post-it notes to explain their comment. The result of this process is a very transparent picture of the ups and downs of the journey. It will be strikingly clear visually if certain activities were high or low points for the group overall, and also what activities got mixed reactions. Participants are encouraged to read what each other has written, which often gives a more nuanced picture of an event – one person’s low may be another’s high and it’s interesting for participants to learn why. Having this visual picture of the journey up on the wall also reminds participants of everything they have done during the process, and how rich and varied it has been. This ‘bigger picture’ view prepares them well for creating closure on the experience. 2. Line-up: Again, this exercise enables the group together to evaluate the journey holistically and visually and to compare experiences. This time, however, the evaluation is around specific shared goals that the group had. The space is set up with one end of the venue marked as a “one” and the other end as a “ten”. Participants are then asked to assess different aspects of the journey on a scale of 1-10, and to physically stand at the point in the ‘line-up’ that relates to that place on the scale. The specific questions will vary according to what the objectives of the specific journey were, and how it unfolded, but examples might include: - On a scale of 1-10, how would you rate the field visits? - On a scale of 1-10, how well did we balance reflection time with experiential time? - On a scale of 1-10, how well did this journey empower you in your practice as a pioneer? - On a scale of 1-10, how well did we live up to our agreements/ learning contract? - On a scale of 1-10, how would you rate the journey overall? When participants have lined up, the facilitator will generally invite people standing on the extreme low or high end to comment on why they are standing where they are, and then allow anyone else to comment, taking 3-4 people’s reflections for each question. 24
  • 25. These two exercises are illustrative. There are of course plenty of other ways to do it. Another tool we used in the India learning journey was to have each participant draw their journey individually and the ups and downs of it and to share those with others, and hang them on the wall. Other sources of evaluation information The knowledge ecology process will hopefully have generated useful material that can also help to feed into your evaluation, including quotes from participants, journals they have written during the process, and pictures they have taken. In addition, you may want to include a written evaluation form, depending on your needs. Post-evaluation It is a very good idea to call participants 3-4 months after the journey by phone and to see how they at that stage feel the journey has affected them. Have they started any new activities because of the journey? Has it strengthened them in their work in any way? Have they maintained the relationships built, and potentially evolved any of them into working partnerships? What insights have sunk in now that the journey is at a bit of a distance? Writing up evaluation reports Your reporting needs will differ depending on whether you have external funders or not. Even if you don’t have people you need to account to directly for what you did, the evaluation report is a very significant source of learning for Pioneers of Change in terms of improving our programmes, and so we encourage all learning journeys to write an evaluation report. The style may of course be more free and flexible if it’s primarily for internal use. Considerations for the evaluation report: - Come back to your orginal intentions and goals for the journey and assess it based on those. - Make sure to include assessments of any unplanned outcomes – these are sometimes the most important. - Give as much attention as possible to lessons learned and how these can inform future programmes – make the evaluation future- and learning-oriented. - Include multiple voices in the evaluation report, and draw on participant quotes as much as possible to back up your statements. - Test the evaluation report with participants, and make sure they think it is fair, before distributing it more widely. 25
  • 26. FINANCES Finances are often a challenge with the learning journeys because it is expensive for participants to travel and cover the fee and costs on the ground. We often get many applications from people who would be wonderful to have join the journey, but who can’t afford to be there. Budgeting The budget needs to be started as early as possible at the beginning of the planning process so that you can set the journey fee at a reasonable rate both for participants and for you to cover your costs. Obviously the budget also needs to be incorporated in any fundraising proposals you are sending out. You must make sure that the journey at least breaks even, or ideally makes a profit. Considerations: - Shop around for accommodation. It’s often possible to find something that is nice and not expensive if you look long enough. Don’t cut costs on this though if it means going with something really uncomfortable and too many people to a room – participants need space to reflect, proper rest and some private time during the journey. - Healthy food is important. Some meals you may go with cheaper options, and other times, splurge a bit so people feel well taken care of. Make sure they are getting some healthy food, as they need to keep energy levels up. So again, don’t be too stingy throughout the programme on food. - Venues. It’s often possible to negotiate with partner organizations so that you get a nice meeting venue for free or at very low cost. But make sure you don’t sacrifice quality here as well. - Contingencies. Factor in about a 10% contingency fee for unexpected expenses arising. Ideally, you’ll find you didn’t need it all and have made a profit at the end, but if you don’t do this, you may find surprises that lead you to make a loss. - Staff and facilitation costs. The learning journeys have often been completely volunteer run, but this has sometimes come at a cost of people feeling undervalued. it’s good to consider paying the people working on it something so they don’t lose steam. You could either consider paying them a fixed fee agreed at the beginning, or a percentage of profits, or decide rather than paying people financially that you want to put money aside for other kinds of incentives, like joint activities or courses. There needs to be a reward system, that everyone feels is fair. There is no fixed policy on this in Pioneers of Change, it is ok to pay people for their work, and you need to figure out what your budget can handle. - Fee to PoC. We generally make sure that there is some financial contribution back to the core of the PoC network as each learning journey is of course drawing on previous learning from the network, the brand, and the connections in the network in order to market the journey. These contributions back have ranged from $300- $3000, and will depend on what your budget can handle. - Other expenses. Other key line items to include would be: transport, entertainment, materials and welcome packs, host organization gifts/fees (if necessary), documentation (video tapes, film…), and equipment. - Transparency. It helps to generate team spirit in the hosting team and ownership among participants if you can be transparent with your budget and share it with them. Predicting the real costs of the journey early can be difficult. Uli Von Ruecker, who is hosting an upcoming journey in Egypt, suggested approaching people locally who are used to organizing conferences or events, and taking a look at their budgets to find out what things cost locally. 26
  • 27. Fundraising You will need to decide up front whether you want to fundraise for the programme, or whether you want it to be based on participant fees. It is generally difficult to get enough people attending if they are covering all their own costs, and it is definitely worth writing a proposal and sending it to potential funders. One challenge is that the impact of the journey is in the places that the participants come from (when they return to their communities and make a difference there.) If they are all individuals from different countries, it may be easier for them to fundraise from there, than for you to try to get local funders to invet in this experience for people from abroad. The things that have worked best for us in the past are: - Sending out the bios of the participants applying for scholarships to individual supporters of the PoC network and asking them to contribute to a scholarship fund, that can easily be paid into off the PoC website. - Helping people to fundraise for their own journey, by sending out proposals and materials they can use as individuals. - In a few cases, we have managed to get small amounts of funding from foundations who support scholarships, in response to us sending out proposals. Helping people fundraise for their journey These are some tips that were developed for participants fundraising for the Arts for Social Change learning journey: 1. Send out a mail, asking 100 friends / colleagues to give you a donation of $10 each 2. Contact the following for donations / scholarships - Embassies - Travel agencies / airlines 3. Find out who in the corporate sector is supporting the arts. 4. Host an artistic / cultural event / party where people pay to attend and have a good time 5. Find someone to donate a prize and have a raffle 6. Search the Internet for links to International Donors who will fund individuals. One example is the Ford Foundation 7. Contact local art organizations / schools / colleges, asking if they could sponsor your travel, and in return you could hold a workshop as part of a skills transfer 8. Ask for support from your own organization - perhaps to host a fundraising event. 9. Use the local radio as a form of communication to raise funds and awareness about the arts. 11. Exhibition + auction or bazaar of artful items 12. Video night 27
  • 28. 13. Pub quiz : “Arts and business” or?... 14. Street performance Generating income In some cases, you can find creative ways to generate income through projects or services, rather than fundraising for donations. This could be through charging for a special event in connection with the learning journey, or for example by doing commissioned research for an existing institution on the learning journey topic. Both of these strategies have worked very well for us in the past. Accounting The accounts from learning journeys can get messy because there are a lot of receipts to keep track of. It’s a good idea for one disciplined person to be responsible for all the money and to carry around a folder with different pockets for the receipts for different categories of expenses. You must be able to account for how you spent all the money. Bank accounts You may set up a separate bank account for the project, or work through PoC or another existing local organization. If you are using the PoC bank account, you need to make a clear agreement in advance with the Cultivation Team as to what are the expected income and expenses, and make sure that money comes in before going out. 28
  • 29. TROUBLESHOOTING Learning Journeys are exciting and rich opportunities for learning and understanding. They can also be challenging creative laboratories for working with diversity and group dynamics because of the following ingredients: • Young people participating from many cultures. • Many of them entering a new culture, perhaps with a foreign language, new sites, sounds, smells & hand gestures, concepts of time, gender roles, food, levels of personal safety, illness… For the less seasoned travelers there may be a certain level of discomfort that goes with all this. • Open/participatory learning processes are incredibly fruitful and also open to conflict, chaos and creativity. • Logistical complexity: visiting multiple projects in multiple cities and all of the details that go into transporting, feeding and housing participants. This is all the recipe for a wonderful rich and transformative experience. It has also been a recipe for some unnecessary pain and confusion in the past. In order to help you learn from some of the mistakes that we’ve made, below are a few things to pay special attention to, that have caused problems in the past. Hosting Team Health: As in any semi-volunteer project, we need to pay special effort to create a real sense of ownership and commitment to our teams. We also need to hold each other accountable and make sure people have the knowledge and support they need to host what is a fairly nuanced and complex programme. It is key to have at least one person who is holding the bigger view and that there is good communication, flow of information and regular check-ins to ensure that everyone is on the same page and following through on their commitments. Ensure that there are clear roles and responsibilities for each team member, so that certain aspects of the journey don’t end up falling through the cracks. Especially if you are working remotely, don’t assume that everything is going smoothly, check, if you are concerned that something is being missed. ASK – it will save you trouble in the long run. Participant Safety: We have had a participant go missing on a journey and participants have gotten mugged. It is crucial to give everyone a thorough orientation on the country you are visiting and tips on how to stay safe, what to watch out for on the ground how to protect oneself. You can hand out little cards with the cell numbers of the coordinators and the name, address and phone number of the place(s) where you are staying for people to carry with them in case people get lost. Space/Environment: The impact of a new culture, the multiple cultures in the group and the amount of new information and learning from the local projects and communities can be overwhelming for participants, this saturation can be positive and can allow for people’s mindsets and paradigms to crack open and expand, but if it gets too overwhelming some people’s ability to learn will decrease and the group can melt-down if the exhaustion levels are too high. We learned from experience that is is essential to allow space and time in the schedule for both group and individual reflection and for rest and celebration. It is also important to have the physical space to gather as a group and for people to find somewhere comfortable to replenish themselves at the end of the day. We have been burned in the past cutting costs on cramped and dingy hostels, with cranky and resentful participants. 29
  • 30. Culture/Models - It is extremely helpful to spend some time during the community building section of the journey exploring culture and assumptions. There are many ways of exploring differences in the group and surfacing hidden ways that each person looks at the world. One possibility is to do some session focusing briefly on where each participant comes from and what are some of the stereotypes and truths about them/their culture. It is also helpful to explore a little bit of the context of the country where the learning journey is being hosted as well as surfacing assumptions and questions and creating a shared context for learning about the field of inquiry. 30
  • 31. REFLECTIONS FROM PREVIOUS LJ HOSTS Alok Singh Co-host and initiator, India ‘03 The most important advice I can offer for future hosts of Learning journeys: Focus on the experience that will be generated for the participants: How can you create the conditions for an experience that embodies the content which is your focus in the Learning Journey? What I've learnt is that LJs are a very powerful tool for learning, insight and generating creative responses to societal problems. To harness this power in a healthy way, it is important that any LJ has a good mix of different types of spaces: observation, reflection, planning, action and also (crucially) for rest, 'doing nothing' and fun. To put it another way, as a host you can create the conditions for the full range of participants' "multiple intelligences" (logical, visual, spatial, musical, intrapersonal, interpersonal, natural, linguistic, etc.) to be utilised, resulting in a more complete learning experience. Ultimately, it is the experience that participants will remember and which will, over the long-term, create the conditions for them to make changes for themselves, their communities and the wider world. Marianne “Mille” Bojer Co-host, Bangladesh ’01, Brazil ’01, India ’03, South Africa ’05 and ‘06 I treasure the experiences I have had participating in, and hosting learning journeys with PoC. Each one has been full of surprises and a true journey of the mind and soul. I think the most important thing I have learned is to stay calm and continue holding the energy of the group even when the unexpected happens. Everything is a learning experience, and can strengthen the participants as individuals and as a group because they are going through it together. If the hosts lose their cool though, the group can lose its ground to stand on. (I’ve recently become a mother, and while I don’t want to take that analogy too far, there are actually some similarities – my baby can be very adventurous and explore the world as long as I am there and I am calm!) Knowing that things are ok, has allowed me to encourage the group to express its conflicts which can lead to deeper learning. Finally, with all my imperfections, being a friend to participants and to host organizations, and facing the journey with love, honesty, and joy, comes above all else. Tatiana Glad Co-host, Bangladesh ’01, Brazil ’01, Croatia ’03, Brazil (Sustainable Development) ’05, Netherlands ‘05 Clarity, passion and presence. My learning in designing and hosting learning journeys over the past years boils down to these three elements. Clarity on the purpose, principles and room for logistical manoeuvre. Passion for the topic, for 31
  • 32. hosting, and for engaging with diverse perspectives and people. Capacity to be present to what emerges, and capacity to call in the presence of others in a trusting, co-creative and innovative learning space. Each learning journey is different, and thus each holds a unique set of subtleties in what makes it a positive experience for the team and participants alike. The great discovery I have seen over the course of these learning journeys has been in seeing the behind-the-scenes challenges emerge as a reflection of our deepest learning around the subject at hand itself! 32