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Facilitation as a Yoga Practice

Facilitation as Spirit Practice
Barbara J. MacKay

This paper is dedicated to all my facilitator, yogi and meditator colleagues who desire to serve the world well in their chosen vocations.

Prelude

Both my facilitation and spirit practices have called me to my deepest, most painful, joyful, and meaningful interactions with life. I realize I am a different kind of facilitator because of my long-time spiritual practices. I am able to be present (engaged), connected, compassionate, forgiving, detached, neutral, focused and intuitive in ways that would not have been possible without the grounding influence of my spirit practices.

My spirit practices include yoga, meditation, pranayama, journaling and ritual. Some of these have been part of my life for over 40 years. I began practicing hatha yoga at 9 years, pranayama as a teenager, added meditation in my mid to late 20’s, and finally ritual and journaling in my late 30’s. My professional facilitation practice has been part or all of my profession for almost 25 years.

The purpose of this paper is to fully acknowledge how my spirit practices enrich my facilitation work and often vice versa. I wish also to provide insight or provoke contemplation for other facilitator and spirit practitioners.

Twenty Core Principles

I have summarized my thoughts into 20 core principles in a beginning-to-end sequence. I am grateful to many facilitator colleagues who answered my question to them of how the two practices informed each other. I feel that if I use these principles each time I work with a group and in my own inner spiritual discipline practices, the world will do well by me. Here they are - divided into five "chapters", with key words bolded.

In the beginning….

  • Visualize the best possible outcome
  • Begin well
  • Remember the basics
  • Align exquisitely
  • This is worth doing

And then what…..

  • Listen with curiosity rather than judgment
  • Have a sense of wonder and awe
  • Have faith in the journey and yourself
  • Getting to the heart of the practice…….
  • Manifest skill in action
  • Know that everything changes and evolves
  • Work playfully with the energy present
  • Have faith in creative possibilities
  • Have courage to push the edges
  • Appreciate the challenges
  • Pay attention
  • Give generously

Bringing closure and resolution……

  • Honor closure and integration
  • Detach from the outcomes

And remember, when the going gets tough….

  • You are not alone
  • This is a lifetime practice

I speak to each of these principles in some detail below.

In the beginning….

My facilitation work requires extensive preparation before I begin a group session The preparation is mental, emotional and physical. It requires that I am fully engaged and ready to do the practice. Facilitator colleague, Jon says: "We know it is relatively easy to walk away …but to be committed regardless of the personal pain or difficulty, this is hard. For me it is important to find disciplines that deepen engagement." A ritual for me that deepens engagement is to:

Visualize the best possible outcome
Intent, according to yoga practitioner, Dona Holleman," is the third principle of yoga practice. She says
"intent is the projection of a clear picture of the movement we want to perform while keeping the body in a state of relaxation and the mind in a state of quiet alertness…." I would like to be able to do this each time I set out to facilitate a group! Before I enter into the group process, I find it helpful to ask myself: What does the group need as a process to help them attain the desired outcome? Once I have established the design of a session with the client group, I visualize going through each step of the process skillfully with calm presence and awareness. I see myself succeeding and being able to accomplish whatever is needed for that day. Dona notes that the poses that are difficult to perform are also difficult for us to visualize. This is true also for my facilitation sessions that I view as "difficult".

Begin well
Erich Schiffman, yoga practitioner, writes about beginning well. He says "Begin your [asana practice] by sitting on the floor in any comfortable position. Feel the energy in the room. Observe the colors and shapes and be aware of how you feel. Then close your eyes and breath deeply, gently. Savor the air for a moment as you hold your breath, then release it slowly. Do this three times, reminding yourself that you are an integral part of the universe. Pay attention. Pay attention to your posture, the feeling tone of you and be relaxed and motionless. Then say a short prayer."

Facilitation also requires attention to the space in which we will "practice". It must be arranged to be comfortable for the group. How do we create the space conditions to not distract the group from the main task at hand? How do we set up so that engagement occurs and is sustained? Do we want the space to be serious or playful? How do we simultaneously allow for both efficiency and creativity? I find it helpful for group process to pay a great deal of attention to the space and to create an atmosphere that participants can "savor" and be fully relaxed.

Remember the basics
In my facilitation practice, I sometimes become attached to complexity. I over-estimate what is needed. If I don’t pay attention, my pattern is to plan activities that are too ambitious for the time available, rush through the beginning, have few or no pauses to help the group absorb what has happened or segue from one activity to the next, and create no satisfactory ending.

What are "the basics"? My yoga practice has taught me something here. I had been practicing advanced poses for many years and along the way, my ambitious mind resulted in body damage. In my forties, I discovered my spine had lost all its natural curves, I had a chronic hamstring injury from overdoing stretches while pregnant in my early thirties, and my lung capacity was significantly below normal. For three years, I went through intensive chiropractic work and dared not do any advanced inverted poses, twists or backbends. In fact, I was considering abandoning the asana work. Fortunately, a number of unknowing saviors called me to practice yoga with them. Finally when my back was returning to "normal", I began a simple practice of standing poses. I found my legs and arms again. I went back to the basics of rooting, breathing and alignment.

To me, some of the basics for the facilitator are: encouraging dialogue and reflection and helping the group draw its own conclusions. Every session perhaps should have at least these three qualities.

Align exquisitely

I learned about postural alignment best from taking B.K.S. Iyengar asana classes. I learned to stand in alignment with shoulder bones directly above hipbones, which were directly above anklebones. Each pose had excruciating detail about alignment before entering the pose. This I learned would keep our bodies from injuring themselves and allow for easy flow of energy or prana. A satisfying yoga session also requires that I align my choice of practice with my mental and emotional needs.

How do I align exquisitely with my facilitation work? Prior to a session, I mentally align by discovering carefully what are my clients’ needs. I ensure my choice of processes align with their needs and values. During the session, I emotionally align with the group’s energy and desires by choosing my pacing, voice tone, volume and choice of words. As in my yoga asana practice, I serve the group well if I continually check and adjust the alignment of processes and energy with where the participants are or need to be.

This is worth doing
Each time I practice meditation or yoga, it is helpful to remind myself: "this is worth doing" It is worth doing for me to maintain my health and equanimity, to discover compassion and to know the impermanence of all things. In my facilitation practice, it is worth doing because as a kind facilitator colleague Nancy, said to me once after a particularly challenging session, "Barb, they are better off with you than without you." This is only true however if I stay present with, and act according to the group’s needs.

And Then What…

Listen with curiosity or non judgment
In my spirit practices, I seek to observe my body movements and/or thoughts and allow them to be present without judging. I listen so that I may adjust, change or finish a pose or sitting. In facilitation, one of my guiding principles is that all ideas are honored no matter how received by other members of the group. They are just ideas - neutrally received. For example, one of my colleagues, told me about a northern community group participant who was offering solutions about managing an increasing dog population. His idea was "kill all the dogs". As my colleague was listening with curiosity, she asked him in a neutral tone of voice "What are you thinking when you say that?" He said something like "I am worried about our children’s safety and I don’t want anyone to be killed by a dog like has happened in the past".

Stephen Levine says "When judging arises, if we acknowledge it with a spacious non-judgmental attention, we loosen its grasp by seeing it with compassion … with a respectful recognition of the enormity of the power of conditioning to draw us out." Facilitator colleague, Rosa says that
"if we connect with the hurt and suffering human being underneath the 'horror', we are holding open the space for real transformation..."

Have a sense of wonder and awe
Here is a principle where my facilitation work enriches my spirit practice more than vice versa. When I am facilitating a group session, there are unknown personalities and issues. Anything can happen in the no matter how diligent I have been with advance interviews and meetings! These unknowns keep my sense of wonder and awe as things unfold often dramatically different than what I expect.

With my own spirit practices however, I more often encounter "dull mind". Can I approach each asana or meditation practice, no matter how many times I have done it, with a sense of newness and excitement about the possibilities? The times that I am able to keep my sense of wonder and awe in my spirit practices, I realize I have:

  • come to the practice with no expectations
  • stayed inwardly focused and present
  • been delighted that the agility of my mind and body are different from day to day.

Have faith in the journey and yourself
My own mediation practice is called Vipassana meditation in the Theravadin tradition. As in most mediation traditions, the goal is liberation or enlightenment. In facilitation, I am also seeking to liberate the group in some way from: grief over past mistakes; inertia, going around the same issues over and over again, inaction and indecision, hopelessness to joy and resolve. I recognize that this "group liberation" is not a release from all suffering in life as in Buddhist practice. It is however, a useful concept for me to know that in some small way, I am liberating the group from suffering at this moment. This gives me faith in the journey. And, when I don’t consistently honor group members or their ideas throughout their journey, I find that the group inevitably has less ownership of the workshop outcomes.

Getting to the heart of the practice…

Manifest skill in action
After applying the first five principles, I am ready to begin the heart of the practice. When I feel skill in my asana practice, I notice a lightness and ease with the flows of poses and the breathing. I avoid sloppiness and am disciplined, precise and yielding. If I make an error, I begin again; I realign and reset the focus of my practice if needed. When I feel skill in facilitation, it seems effortless. There is flow, attention to both detail and to the larger purpose and outcome. There is attention to the subtleties in body language of participants and skillful, timely and open-ended questions to break open a group’s thinking. Abandoning the original plan, when nothing is flowing as expected or as needed, is also modeling skill in action.

Everything changes and evolves
A fellow facilitator, Jordan says: "Yoga has taught me that we are always evolving. It seems like facilitation is the same." Changes are occurring minute by minute. Perhaps I have done a 5-minute headstand a thousand times, but this time, there is new sensation at the shoulder blades. Can I shift my pressure of the elbows to play with new awareness?

I remember a facilitation session where I was guiding a visioning process. Normally the energy of visioning is joyful, exuberant and satisfying. This group’s energy was lethargic and despondent in contrast to what I usually experience. Well after that event, I learned that the visioning process stirred up negative emotions for that group around a previous director’s lack of fiduciary responsibility. I am now aware that visioning does not always earlier produce a positive emotional state for all groups as I had assumed. The skill is to be aware that nothing is ever the same, to be present for whatever the change is, and help participants evolve to a new "state of being".

Work playfully with the energy present
Yoga authors, Gates and Kennison say: "time spent on our mats or on our meditation cushions has the potential to be time spent when we are not afraid. From the vantage point of our practice, we are able to view our lives without the corrosive influence of fear".

Spirit practice helps me to be unafraid. Being unafraid helps me to be playful with a groups’ energy. Says a fellow facilitator, Ken "A major lesson for me has been the more serious it [the situation] is, the lighter you need to take it -- I flew in, and trained combat aircrews in Vietnam. It was a dark time for all of us. Humor kept us alive and sane (In insane circumstances). When I am at sanga, again many do not see the wandering mind playfully, they want to be enlightened NOW! AH!  To play well at serious things"


In my workshops, I use play activities to help participants be in a positive emotional state. This positive mind state is an essential requirement for learning, creative thinking and idea-generation. I find that playful activities diffuse tension and increase group members’ sense of discovery, participation and involvement. Brain research shows the monumental importance of creating a positive climate for learning. Hannaford (1999) says
"Play lays the groundwork for creative thinking in adulthood. Play raises the Dopamine (brain chemical) levels, which are important for neural plasticity and optimal learning." She goes on to say, "When we experience the complexity of others through play, we realize we are not separate…."

Have faith in creative possibilities
I also call this principle "letting go". I have noticed this happen in my spirit practice especially when in an intensive silent meditation retreat. For example, it is the last day or hour of the long retreat. It has been pleasant enough or intensely uncomfortable but nothing much seems to be transpiring. I begin to let go and thank myself for the effort. And then -BINGO – I have an aha or see things differently enough to allow me to "let go" at an even deeper level than before. This last minute shift also happens so often when facilitating groups that I no longer surprised by it. It is often in the last hour of a session that they have an aha or create the magic idea that moves them into another realm of possibility and forward action.

Have courage to push the edges
When I was working through my back chiropractic adjustment phase, I slowly reintroduced yoga (asana) practice after many years of little practice. I still had excruciating pain in one or the other hamstring. One of my fellow students of the advanced yoga studies program who was also a body worker told me "just go to the edge of the pain and then back off from that a bit". I worked this way for the whole first year and miraculously, the hamstring is now only occasionally a minor problem. I ask myself: Does this concept work for groups? Could I take them just to edge of their pain and then back off a bit?

Appreciate the challenges
In the first year (2002) of my three-year intensive advanced yoga studies program, I recall being very challenged physically, mentally and emotionally. I could not do many of the forward bend series or standing poses because of the hamstring problem and I had not practiced back bends or inversions for years. I did not appreciate the challenge that this unskilled, unpracticed body posed. I cursed that I was not "as good" as I used to be. I felt like a rank beginner after having maintained a high level of skill for decades. I felt ashamed. In year two of the program, I had a huge insight when one of my instructors chided me for not paying attention. That small incident triggered a lot of emotional pain. Why? I realized that all my life, when I believed that I would not be able to meet a challenge, I would mentally "check out". (Imagine how unhelpful that is to a group who is relying on me to be their process guide?) As I processed my reaction to this incident, I stayed present with, and acknowledged the deep shame I had buried related to "not being able to perform". As some say "I faced the dragon and the dragon was me." Now, as I enter my third year of yoga study and practice, I realize that I better embrace the challenges. I feel invigorated by the fact that that I have room to grow and become more skilled. I do not cringe as much at the thought of non-performance. I believe this attitude has infiltrated into my facilitation practice as well. I face challenging work now with more equanimity and do not avoid it.

Pay attention
This has been my life mantra for some time. It has helped me likely because of the pattern I talked about above of "checking out" when I had a feeling I would not be able to perform as expected. In my meditation practice, I often silently say, "pay attention!" when the mind is wandering and not wanting to be present. In my asana practice, I am now trying to pay attention just to the movement that is being executed at this moment and the inner response that this movement creates.

In my group work, I have had the recent privilege of many people asking to "shadow" me when I facilitate. So I have had an assistant (or two) for almost every facilitated session in the past year. What this has done is allow me to pay much more attention to the energy of the group and to the subtleties of participants’ body language, mood and facial expressions. Thich Nhat Hanh, mindfulness teacher says
"the answer to helping lesson the suffering of people around us and making their lives happier is to practice mindfulness". Co-facilitation has helped me be more present or mindful of the group’s needs and adjust on a moment-by-moment basis.

Give generously
Jon Kat-Zinn says, "Generosity is another quality… which provides a solid foundation for mindfulness practice". He says "See if you can be in touch with a core within you which is rich beyond reckoning in all important ways. Let that core start radiating its energy outwardly, through your entire body, and beyond. Experiment with giving away this energy – in little ways at first – directing it toward yourself and towards others with no thought of gain or return. Give more than you think you can, trusting that you are richer than you think. Celebrate this richness. Give as though you had inexhaustible wealth. This is called "kingly giving."

I try to give participants in a group setting this level of generosity. For example I strive to be generous in my interpretation of their words and generous in my time with them and my offering of help. When I do, the atmosphere changes from tightness and tension to one of large magnanimity. Everyone starts being generous with each other! Jon Kabat-Zinn goes on to say "You find that rather than exhausting yourself or your resources, you will replenish them. Such is the power of mindful, selfless generosity. At the deepest level, there is no giver, no gift and no recipient…only the Universe rearranging itself."

Bringing closure and resolution……

Honor closure and integration
Facilitator colleague, Eleanor, says: "The(re is the) importance of reflection and closure. After yoga practice, (it is) to quiet the body and mind and integrate the experience. After a group meeting, (it is) an evaluation to integrate the experience." In my early asana practice days, I was taught to have long relaxation (Savasana or corpse pose) periods after the practice. This was wonderful! I would lie there for 5-10 minutes and sometimes doze but more often just deeply relax into a quiet state of content being. When I resumed my daily activities, I was refreshed, happy and alert. I don’t do that as often now in my daily practice because of my sense of obligation to family, clients and colleagues. I realize as I write that I am doing them and myself a disfavor because this rest time allows me to be more fully alert and present for my family, clients and colleagues.

In facilitating group process, I know how important it is to allow a group closure on a day’s or even an hour’s good work. A few good questions that allow all members to state what they did in the session, what was the experience for them, what they learned from it and what they will do next are essential for the group’s well being. It allows each participant to proceed onto his or her next activity refreshed, thoughtful and alert.

Detach from the outcomes
One of my meditation practices is known as metta or Loving Kindness. My long time yoga/meditation teacher, Shirley says that metta is about "relating all conditioned experiences with an attitude of kindness, and accepting things as they are". Non-attachment is a strong principle in both the Buddhist and Hindu traditions. The Buddha said that there are four noble truths. The first is that life is suffering. The second is that suffering is caused by greed or attachment arising from the delusion in not seeing the true nature of things. The third is that this condition of suffering can cease with release from greed and neurotic clinging. And the forth is that freedom from suffering can be realized by investigating the noble eightfold path. The noble eightfold path consists of right understanding, intention, speech, action, livelihood, effort, mindfulness and concentration.

When I left a difficult job almost ten years ago, one of my yoga colleagues, Kay, gave me a card which had words something to the effect of: whatever is happening is exactly what is supposed to be happening. At first, I didn’t "get it"! In every aspect of my life, I have been geared towards making things happen the way I wanted them to happen. When I first started facilitating for example, I used to believe that the client would not pay or rehire me if I did not help them achieve the outcomes we jointly set out to achieve. Yet, over the years, I have noticed that as each moment progresses in a facilitated session, the previously defined outcomes also shift. What I thought were the "right" outcomes three days or three hours or three minutes ago, have changed. Different outcomes will be more beneficial. This is the process of staying present to the needs of the group. And to the needs of our practice. This is the practice of detaching from the outcomes. This relieves my own suffering about not achieving particular outcomes with a group and releases the group from clinging to particular outcomes.

And remember, when the going gets tough….

You are not alone
Although we human beings are ultimately alone in this world, many have traveled the same path. In that sense, I know that I share common experiences with many others. With this in mind, I often call on other practitioners to support me in my journey to "perfection", to freedom, and to wisdom. This has been an enormous benefit to call on colleagues near and far, in times of doubt, when I need support in this life journey or with a particular group process which is challenging for me.

This is a lifetime practice
The joy of both spirit and facilitation practice to me is that I can always improve. It has taken me decades to feel consciously competent in my facilitation practice. I recognize now more quickly when I slip into conscious incompetence (in other words I know that I have erred and need to improve).

This year, I feel very consciously incompetent in my meditation and yoga practices. And I am heartened by the words of Joseph Goldstein who speaks of

"cultiva(ting) and nourish(ing) certain qualities that support and propel us forward into freedom: the pali word Paramis refer to ten wholesome qualities in our minds and the accumulated power they bring to us:

  • Generosity
  • Morality
  • Renunciation
  • Wisdom
  • Energy
  • Patience
  • Truthfulness
  • Resolve
  • Loving kindness
  • Equanimity"

May we each find the strength and patience to bring these qualities into all aspects of our life and vocational practices.

Barbara J. MacKay
North Star Facilitators
June 2004

 

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