IAF Methods Database Newsletter

Dear Colleagues,

Welcome to the IAF Methods Database Newsletter! March is the time of year when things begin to take form. Here at the IAFMD we have good news and bad news. The bad news is that our Associate Editor Ann Shofner has to leave us; the good news is that she is moving to a full time position in Learning and Development with Cisco Systems. Best of luck, Ann, and we’ll see you online when your time permits!

Anyone interested in joining the IAFMD editorial team is cordially invited to let me know; I’ll contact you and we can follow up personally.

Method of the Month
A matter of concern for all of us is how to maintain the fruits of long experience within an organization or team when a colleague moves. Here is a flow for a meeting that you can adapt to your own situation. I hope it provides you a bit of inspiration!

Handover Workshop


To share the wisdom of a departing colleague with those who will be assuming the role in future. This session should include the individual who is about to leave and both those team members who have worked closely with them up to now as well as the new team members who will take over from the departing colleague.


1. Ask the person leaving to create a diagram of their formal and informal relationships. This can take any familiar form, be it an organization chart or a mind map, but it is important to include both formal and informal contacts, and to include not only clients, but also suppliers and internal contacts. In a large organization it is especially important to ask the person departing for their informal relationships, such as the IT person who knows their new program, who books their transportation, last-minute printing, etc.

2. Arrange for a note-taker who understands the details being discussed well enough to capture them.

3. Inform participants that this is their opportunity to ask questions of the person leaving, and that they should come prepared to ask them.


1. Opening: Make sure that everyone is acquainted and understands where the person leaving is going to and who is taking over what from them.

2. Network Presentation: Ask the person departing to walkthrough their network. Provide the opportunity for questions and comments from the group, so that all are clear on future lines of communication.

3. Questions and Answers: Lead a round robin of questions from the group to the person departing. Record the list on the flipchart or virtually. Have the person departing answer each question in turn, and give space for co-workers to add their thoughts as well.

4. Closing:

• Ask the person departing for a sum up of the contribution to the team or organization that their function/role can make with a question such as, “What would you say is the challenge of this role in the team?”or “How would you describe the contribution of this role in the organization?”
• Ask the group for a list of the follow up steps they are taking away with a question such as, “What are your next steps to take over this function?” or “What do we need to take away from this session?”
• This session obviously leads naturally into a celebration for the individual leaving!

Last Month's Poll

The poll for February was a simple inventory of how your work in facilitation has shifted over the past few years of economic downturn. Have a look – I found the results encouraging indeed!

How has the current economic downturn affected your facilitation practice?

I have less work than I did a few years ago.25%
I am facilitating different processes from what I did a few years ago.6%
I work with different clients than I did a few years ago.44%
I haven’t noticed much difference 13%
I have more work now than I had a few years ago.13%

Are there questions you would like to ask in a poll? Let us know!