2025-2023 Minutes of the International Sociocracy Certification Board
Vision: A world where every voice matters in the decisions that affect them.
Mission: To support good quality implementations of sociocracy as a method of ensuring that every voice matters.
Aims:
- Creating and sustaining an International Sociocracy Certification Board and its website presence.
- Creating and sustaining an internationally recognized process with shared standards for publicly certifying consultants qualified to assist the implementation of sociocracy in organizations.
- Creating and sustaining an internationally recognized process for publicly identifying agencies qualified to assist the preparation of candidates for certification as sociocracy consultants.
- Supporting knowledge exchange and networking among consultants.
Domain
- Policies regarding certification of sociocracy consultants
- Policies regarding recognition of certifying agencies
- Serving as appeal Board for disputes regarding certification
- Website presence
Values
- All voices matter. All needs matter. Inclusivity. Quality.
Links April
Emails
Index of Meetings
24 Sept 2025
1 July 2025
2025 Mar 26
2025 Jan 8
2024 Sept 30
2024 August 7
2024 May 30
2024 April 10
2024 February 12
2023 December 18
2023 October 20
2023 August 24
Jul 11, 2023
2023 May 10
2023 March 29
2023 Feb 15
2023 January 31
Key Dates
- Board member term ends (send 55 euros or US$ annually in April)
- Certified Agency (annual dues in April 55 euros; 55 USD)
- 3 year terms, next certifications: 2028-04 SoFA, GA, SZ
- Consultant Certification renewals
- ISCB management: SoFA/Jerry - 3 year term through May 2026
- Consultants Gathering rotation: SoFA, GA, Zentrum
- March 2025 by SoFA
- Oct 17 2025 by GA
- ? by Zentrum
____________________________________________________
Backlog
| Send messages out to certified people about every 6 months | John |
2026-05 | Review of management contract | Jerry |
2024-? | Certifying trainers? Henny Freitas example | John |
| ISCB Sociocratic Universe |
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| Proposal (by John): explore this idea (that I’ve proposed for the SoFA conference in May - might or might not be accepted) and ask ourselves if we want to be a sponsor - perhaps even focus the next consultant’s conference on organizing it? “A murmuration is a beautiful emergent formation of flocking birds. See http://tinyurl.com/murrm . There are now enough people around the world using sociocracy that it seems time to have a sociocracy murmuration - not just people teaching sociocracy but also individuals, businesses, associations, communities using it. Because sociocracy is a framework that invites many egalitarian cooperative methods: NVC, agile, permaculture, constellation work, Theory U, transformative learning, Imago, Steiner, restorative circles, etc, etc., let's invite them, too. The aim of this session is to kick around this murmuration idea some but mostly focus on how to organize such a global, emergent flocking event.”
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| description of implementing. Is that OK? Some do follow 9-step pattern. (John) - 4 phases are more detailed and understandable than the 9-steps, says Barbara. Phases 3 & 4 were aimed at supporting the sustainability of sociocracy implementation because many implementations were failing. The 4 phases were written in 2006. There is a copy in the Zentrum’s agency certification. Follow up next meeting.
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Agenda/Minutes
Facilitation rotation: John, Jerry, Barbara
Consultant gathering planners rotation: SC, SoFA, GA
2025-11-17
Present: Barbara, Jerry, John, Nate, Ted, Florian
Opening round
Admin
- Facilitator: Barbara; Admin/notes: Jerry
- Next ISCB meeting: ( ? )., 9am Eastern US. John facilitating.
- Any announcements
- Accept agenda
Agenda
- Soziokratie Zentrum:
- SoFAN/SoFA:
- GA:
- Facilitator certification
- AI working group
- Paper on politics
Closing
2025-09-24
At 8 am eastern / 14:00 CEST
Present: Barbara, Jerry, John, Nate, Ted
- Nate and Ted are delegates, Ted for longer, Nate only for today.
Opening round
Admin
- Facilitator: Jerry; Admin/notes: John
- Next ISCB meeting: 17. Nov., 9am Eastern US. Barbara facilitating.
- Any announcements
- SoFA certified Jacob Theilgaardand Kathrin Schmitz
- Kathy Sipple certified as an individual
- Overdue: Orli Wahrman (soon), Seba Zulueta (working on it)
- Soon: Rec. Jeannine B (in December 2025) and Sylvia S (will not come to recert.), cert. Claudia Trenkwalder, 10th Oct.
Agenda
- Consultants gathering Oct 17 2025 by GA
- Communication challenges with reaching some of the consultants
- Any suggestions on format? - have received little feedback/requests.
- B An exchange about some issues people come with
- T Would like to know what topics to mentally prepare for - would also like flow of open space.
- Je Have new members who don’t know others. Will be problem in the future as we add more. Interconnection is important. Like the smaller group work - back and forth between all and groups.
- N Openspace organized around open questions and passion for the people who show up. Need to be clear about compelling question
- preparing conference on 29 Nov in Vienna with politicians and professors; (absorbed by these preps - doing lots of podcasts - how make consent decisions in councils)
- Keep the Balance Game prototyping (in process)
- Österreichischer Gemeindetag, with all Austrian municipalities (soc in municipalities)
- Application “Circles of Futures” again applied at EU Erasmus+ in 2026 (have Spain & France joining in & some schools - applied sciences))
- Werner Kratochwil supporting Children Parliament
- INoSC
- Fall 2025 Academy level 1 & 2 underway with 44+6 people. Have communities of practice to support people to move towards certification. Continuing to deliver workshops.
- Two upcoming conferences: Sociocracy in International Communities November 22 and mini conference on sociocracy and accountability/responsibility Dec 4.
- New book From Here to There on sociocracy implementation process to be published in October.
- INOSC - Kathy Sipple is in all of our organizations.
- GA: Continuing to hold webinars monthly, including prototype roll-out of Circle Weaver. Monika continues to be unavailable to participate. Intensive World Children’s Parliament activity. Continuing to do monthly sociocracy certification study group meetings & 1-to-1 COSE type meetings.
- Jo - reviewed minutes of last meeting
- B - Output of the meeting is that Ted (& Nate) is here - need to bring in Florian to this ISCB group. Want to have a common facilitator cert system
- T - standardize facilitator certificates is important.
- Je - things could continue to get more complex in our interrelations - eg, Kathy Sipple crosses several org. TSCG?
- N - listening and catching up. Networking and conflict resolution and finding ways to collaborate is an interesting challenge. Similar to challenges a client of mine has - several schools competing in local areas - yet there is a collegial framework recognizing various lineages. Similar here - different teaching lineages that get along well and also sometimes competing on the ground. Keep prioritizing talking about the overall system design, brining in more people, reducing conflict between us.
- Standardizing Facilitator certificate
- Jo - collaborating with Austria -
- Je - compare Austria & SoFA methods -
- B - is the Netherlands way ultimately.
content | SoZe | SoFA |
Initial training | Module 1 (15h) - overview of Soc & deeper focus on structure of mtg and consent decisions. Practice how to facilitate decision & and election. Proposal generation - a bit. | Overview of sociocracy (practitioner level)
In addition - Overview operational roles
- Connection and listening
- Interpersonal feedback
Write their own summary of what sociocracy is |
Operating as a team & gaining experience | Module 2 (21h) - team, learn process, circle roles, doing project with an aim, eg cooking something, present something, etc, as a soc team. Follow on - get experience with facilitating 10 meetings that include elections, peer learning - 4 times have a supervised peer learning group. (½ day groups) Then a development/certification talk. |
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Meeting structure | Module 1 Experience 10 times a meeting structure and report | - Having facilitated sociocratic meeting structure 2x
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Consent DM, including proposal cocreation | No focus on proposal cocreation | - Having facilitated consent
- Integrated an objection
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Selection process | Module 1 teaching and training | - Having facilitated 2 selection processes
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Circle Structure | Module 2 experience with several teams and a general circle | - VMA define
- Circle structure basics 2x with aims/domains table
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practice | 10 meetings - reporting/evaluation/refelct | - Serving as leader or delegate (ca. 5 sessions)
- Serving as facilitator or secretary (ca. 5 sessions)
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| - Facilitate a performance review 1x
- Design/explain a minutes template
- Facilitate proposal generation 2x
- Reflection on sociocracy and equity
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reflection |
| Subject of performance review for facilitator certification |
Peer learning / community of practice | 4x 4h with small groups plus a Cert. Consultant | 2x 6 sessions in small groups |
Development talk - cert meeting | Report with learning and self development | Subject of performance review for facilitator certification |
Context |
| Practitioner certification before facilitator cert. Trainer cert before consultant. Badge system. |
| 35 hours + peer learning | Academy: 24x2 = 48h plus prep, including peer learning |
Follow on - periodic equivalent of COSE? | GA - occasional - eg around teaching/learning Circle Weaver |
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Closing & next steps
- Jo - exchange documents of facilitator training, rep from SoZa to come to meeting, begin overview/long range planning. Glad to have Nate & Ted today
- N - appreciate seeing how the sausage is made. Will check in with John about what next ref me as a delegate
- T - would like to have Thomas in this discussion on cert as a guest
- Je - good discussion. Glad for something substatvie today
- B - Satisfied - did a next step from our July meeting. Right path. Need Florian. Happy to have Thomas. Thanks Nate for supporting John. Thanks Jerry for facilitating.
1 July 2025
At 11 eastern / 17,00 CEST
Present: Barbara, Jerry, John (facilitator)
Opening round
Admin
- Facilitator: John
- Next ISCB meeting: Sept 24 8 am ET, Jerry facilitating.
- Any announcements
- Celebrate - done with agency re-certificatioin process
- Consultants gathering Oct 17 2025 by GA
Agenda
- B: preparing conference on 29 Nov in Vienna with politicians and professors. Friz Naphs will speak. A mayor of a municipality supporting 700 municipalities with his finances. Possibility to ask gov to talk about an issue - citizen council about climate issues - 100 people in council using consent. & an expert in law for municipalities. See study from Utrechtse-Heuvelrug from Barbara.
- Planning for meeting also with Florian, Monika, Ted
- Consent game
- Erasmus grant application (waiting to hear)
- Action: John send reminder note to F, M, T
- Standards for how to mentor people learning sociocracy - whether ISCB certification candidates or staff of clients who are learning sociocracy more in-depth
- Je:: mentoring certification candidates: there is a badge system. If people are not in the Academy but not certified, then they are in 1-1 mentoring process. Talk about their challenges, then write up their application & they revise & apply
- Je: coaching for clients - work with study group, change-team, implementation-team is who we work with. He may have an assistant or support a student consultant. Talk about client. Decide when to meet again depending on what doing or facing. Implementations vary.
- Jo: similar on internal but no written procedures for how I do the mentoring. All intuitive. Do have a checklist
- Jo: external: the challenge is not what we do with the implemation team but what they do once we’re more or less done. Over time, they tend to lose the skills or they become diffuse even on simple tasks like mentoring new people. Not any structure that validates maintaining and passing on those skills. Is even harder at higher mgmt levels. Is a problem in my experience with implementation.
- B: internal trainers team inside the client. Every 6 months consultants meet the client to review needs and ensure that the company sends more staff to the Zentrum internal trainers training or put sociocracy expert from extern (Endenburg’s Topcircle has 4 external experts) into client top circle.
- B: support internal client system. They support, teach them, but don’t call it mentoring. How learn from each other, etc.
- Keep the Balance Game English prototyping - Test Phase
- Action: John submit form - Jerry already has
- Gn is producing games in India. Need feedback from GA & SoFA - is the procedure that is globally useful - need a common procedure.
Closing
Je: good meeting. Started with things we didnt understand and wrestled until we do understand. Wish we had more capacity
Jo: feel some emotion of gratitude. Amazed to find out that I missed something from Gerard. Grateful that you got it, Barbara, & can share it.
B: happy we are going deeper with our exchange. Thanks john for insisting in the meeting next week. Happy about the board game. Thanks for our collaboration
2025 Mar 26
At 8 eastern / 13,00 CET
Present: Barbara, Jerry, John (& a double link?)
Opening round
Admin
- Facilitator: Barbara
- Next ISCB meeting: on ? date, John facilitating.
- Any announcements
- Accept agenda
- Would like to discuss Barbara’s email regarding Coordination Council because I think some clarifications are needed. Don’t know if Jerry will be interested or if there is time to add it into today’s agenda. For convenience, I included the text of the email at the end of this agenda.
Agenda
- Payments to board members and amounts owed by agencies are each 55 euros. Jerry will mark the books showing it’s a wash
- Meeting of trainers happened in Augsburg & Barbara happy to not be there. They want to bring more practitioners into the program (not aimed at certification) - increase # of practitioners.
- B is focusing on applications for funding. Eg working on facilitator program in Greece.
- Supporting Kathy Sipple for module 1. (she is running diff programs) Did in person training in her office. Module 1 materials allowed in person training. She is starting a regional center - has started timebank with neighbor. Also, green activities.
- Ongoing meetings of 6 sociocracy centers.
- Talking about sociocracy & politics. Trying to stop people saying sociocracy is a better democracy. Rather sociocracy is a tool to improve democracy. Normally the word democracy is not well used. It does not equate to majority vote. Scientists see democracy as a complete system. Eg separate policy making from execution of the policy. Save the rights of minorities is an important part of democracy. Majority vote is just a small part. Participatory democracy is an improvement - we improve through sociocracy. Deliberative democracy ~ sociocracy. Sociocracy is an organizational method that helps in all organizations.
- Members have not been physically well
- World Children’s Parliament, consulting , training (attendees)
- “Internal Communication” brings a lot of attention. Using regular business language is a big experiment.
- Governor of Maryland tries neighbourhood organizing
- Out of experience in Harlem childrens organizing
- For 6 years people in an area of Maryland organized activities in neighbourhood.
- The Governor is engaging such initiatives.
- John tries to involve Neighborhood Parliament approaches in
- CP grants out of Singapore, talking with businesses
- Book “Governance from below - let children lead the way”
- Weaver Software soon will be ready for marketing
- Some people soon will come into the consultant status
- Nearly completed a reorganization to control expenses, shift out from founder-led frame, and expand the network of trainers and consultants
- A support core, delivery units (T/J, Andes - Sweden, Nora - hispanic), professional partners, and Communities incubator
- Certifications: 6 consultants, 22 trainers, 110 facilitators, 43 practitioners. Expect to double the number of consultants and increase trainers by 50% this year.
- Expanding the use of communities of practice, including 3 COSE groups
- Continue successful Academy training program. Currently running three cohorts of level 1 (practitioner/facilitator)and one of level 2 (trainer/consultant).
- Writing a new book on implementing sociocracy to be finished this year (John offered to make comments - & will share GFB book before it’s final)
- Struggling with infrastructure (website, CRM)
- Struggling with vulnerability of volunteers and low pay
- Evaluation of March 21 Consultants Gathering
These were the suggested topics. Those in bold are the ones we talked about.
- how do we market more effectively
- exploring how to create associations of sociocratic organizations
- how do we say that sociocracy is about transforming society, not just governance improvement
- How do we handle top-level transitions where sustaining sociocracy is vulnerable
- What is happening in the broad field of self-management? Trends, new developments, sociocracy’s place in that
- With what/how do you combine sociocracy? NVC, Constellations, non-sociocratic decision making…?
- Sociocracy and politics (parties, municipalities)
What went well?
- Je: good discussion. Good to cross-pollinate the agencies.
- B: the ones who like to meet people around the globe were there. Connection around the globe is alive. Important to feel connected. Meet and talk is most important reason to have it. Gina came in, which was nice.
- Jo: Joy of connection. Group conversation was good. Follow on conversations starts. Well organized. How well the caption translation worked.
Better?
- Je: disappointing to have so few people there. There were plenty of announcements. Should we use some expert presentations - 15 minutes on topics and then have discussion?
- Jo: Low attendance was a problem. Sort of super-COSE, how to run a COSE-meeting? Wondering if there could be a little bit of one-and-one meeting. What could be clear what is the output of the meeting? Connection? Or more of collection ideas in good practice? Our experience of - when you do this, you will get that. Then publish it
- B: issue of politics should have a question. If i had been invited to give a presentation on good practice, it would have been easier - well experienced with marketing or politics etc - people could propose to be a presenter. Statements were long and not really a discussion. Special issues someone could prepare questiosnf for a round or share best practice.
- Je: agree with presentation aspect. We gather for connection and inspiration - don’t want to make decisions - identify but don’t make recommendations that would require consent.
- Next date? 17 October 2025, GA is leading. (Presentations on best practice consulting - my success stories - i did x and y wonderful things happened. )
- Agency recertifications (on training of consultants) - set dates - look how your program is and how your training is going. How are we certifying each other. Have an open meeting - Gyuri has to present & Jana - next generation. Need to review policies for training. Are we meeting the requirements? Notice to all consultants that we are doing this. What doing, what’s going well, development plan.
- Zentrum 9 May, 17:00 CEST - Zentrum
- SoFA: 30 Mai 8 Eastern
- GA: 27 June, 9 Eastern
- Marketing - (B: we decided not to use different terms - “sociocracy” trains the public to accept the term. They say it’s another way of working together. Later they learn what it means. - how do both?)
- Coordination council comments. Florian is starting SONEC website - neighborhood based parliaments, sociocratic.
Closing
Text of Barbara’s email regarding Coordination Council (remove after our meeting - as no need to retain it here)
Dear Father Edwin and all of you!
Thank you, John, for inviting me to the Coordination Council meeting. This allowed me to learn about the vision and goals of this group.
Unfortunately, this group is not what I thought it would be. I searched for "Connecting PWCP appearance for European public". Both in my personal conversation with Gnanasekar (before I was invited to join the Coordination Council) and in my conversation with John (before he invited me here), I didn't learn that this Coordination Council doesn't unite genuine neighborhood-based and sociocracy-based organizations, but rather all kinds of NGOs that implement various approaches to establishing children's parliaments of all kinds.
For me, it is not enough if the selection of criteria for participation in this Council allows for the dispensing with both consent decisions and/or the neighborhood basis. In your Vision-Mission-Aim document I found (p. 2 "Values" 2. paragraph):
"Committing to and adhering to, at a minimum, one or all of the foundational principles of the Children’s Parliament movement, which encompass consent-based decision-making, the flexibility of both top-down and bottom-up federation models, and the empowerment of children to make decisions with minimal interference from adults."
It's far from my intention to change the purpose of this group. I understand very well that you've expanded this group to infect other organizations with other Children's Parliament approaches with the Neighborcracy approach.
We have many such "other" children's and youth parliaments in Europe, which come together through majority voting or self-appointed representatives from schools, NGOs, or political parties, and they are organized together in vast networks (without knowing anything about Sociocracy or Neighborocracy).
To influence these european networks I wanted to see the genuine neighborhood-based and sociocracy-based children's parliament movement united when I asked you, Edwin, for help. I thought Swarralakshmi and Gnanasekar were working toward the same goal: "Neighborhood-based sociocratic children's parliaments". When you, Swarna, in this last meeting wanted to found a group where people could learn exactly that, now I know, this is not. The learning materials will be very different if all participating NGOs bring there own. This will not focus only on the original Neighborocracy concept.
However, since this Coordinating Council unfortunately doesn't unite the sociocratic, neighborhood-based children's parliaments only, but rather all other concepts are gathered here, this Coordinating Council is not helpful in promoting the genuine Children's and Neigbourhood Parliament movement, which we in Europe called SONEC - Sociocratic Neighborhood Circles.
I'm sorry I was wrong when I thought the Coordinating Council was concerned with the CP movement as I learned it from you, Fr. Edwin, and continuously from Joseph Rathinam. Anna Kersting's film also showed this neighborhood-based approach. The terms "Neighborhoodcracy" and "PNP" (Provisional Neighborhood Parliaments) used here, also led me to believe that this approach was being promoted through your Coordination Council.
Now I've read the vision and goals and realized that this is about something different. All the different approaches of CPs should be united here.
I'm naturally disappointed, but I will still attend the next meeting of your Coordination Council on April 21st.
There, I'll be happy to inform the participants about an alternative that we will implement on our SONEC.org website. With the help of networking with Joseph Rathinam and Nathaniel Whitestone, SoZeAT will create a page linking all NGOs worldwide that implement truly neighborhood-based, sociocratic neighborhood and children's parliaments. Only such organizations, through their (if possible networked) activities, can help us create true inclusion in Europe as well. Only sociocratically organized circles with consent and open election, based on neighborhoods, lead to inclusive participation by truly all residents, as well as genuine participation by all children and young people in a country. The other approaches already exist in abundance and in great diversity in Europe. Only a genuine Neighborcracy and Sociocracy approach will help us develop true inclusion.
I am glad that I now know the real purpose of the Coordination Council and will continue to explore ways in which India's sociocratic, neighborhood-based children's and youth parliaments can serve as a model for us in Europe.
Nevertheless I count on your all support going on working for this aim!
Warm regards,
Barbara
2025 Jan 8
At 8 eastern
Present: Barbara, Jerry, John
Opening round
Admin
- Facilitator: Jerry
- Next meeting: March 26; Barbara facilitating.
- Announcements (& reports)
- John: summary report by John of his visit to Amsterdam for a conference and subsequent meeting with Pieter, Annewiek, Gerard
- SoFA global conference will be
- Delete Christine Brandmeir - no longer interested
- Should the certification reports follow a nine-step description or a four phases of implementation approach?
- description of implementing. Is that OK? Some do follow a 9-step pattern. (John)
- 4 phases are more detailed and understandable than the 9-steps, says Barbara. Phases 3 & 4 were aimed at supporting the sustainability of sociocracy implementation because many implementations were failing. The 4 phases were written in 2006. There is a copy in the Zentrum’s agency certification. ISCB Sociocratic Universe Improving this visual description
- Yes, but how do we check to ensure that the candidate understands the I-T-O process (John)
- Have a place in the March 21 consultants gathering to talk about 9-steps.
- ACTION: John propose changes in ISCB policy re certification application that will ensure that consultants understand and can use the 9-step process. Present in March 21 consultants gathering
- Double links to this meeting?
- Draw double links from the COSE system
- Barbara will invite Gyuri as delegate
- Any discussion needed about the March 21 consultants gathering?
- Care about language access
- Distinguish from SoFA global conference
- Marketing focus? Best experiences exchange. Anya is doing great marketing.
- International Associaton of Facilitators - many are learning consent facilitation
- Sociocracy and ISO 9000 - John and a pair from the Austrian center have done presentations
- Barbara on politics
- John B on Children's parliaments (Tamil Nadu)
- Invite Rojava - Jerry to talk to John B
- Connection re cohousing German-speaking and US
- How is the new policy on COSE meetings coming?
- Did not do agency progress reports
Closing
B - looking forward to March consultant gathering. Miss having agency progress reports.
Jo - like these meetings. Agenda was prepared by me at the last minute - could have been better prepared
Je - was confused about who was to be the facilitator. - appreciate that John prrepared the agenda. Godd we covered a lot of territory
2024 Sept 30
at 8 eastern 90 minutes
Present: Barbara, Jerry, John, last 20 minutes: Kathy Sipple
Opening round
Admin:
- Facilitator: Jerry
- Next meeting: Jan, John facilitating
- Announcements
- Upcoming certifications & recerts: Christine Brandmeir (Nov 24), Brigita Buomberger (Dec 8)
- New Certifications: Michael Effertz, Janna Buchele
- Recertifications Anja Ritter, Webwe Kratochwil, Gyuri Bárány,
- Lapsed:
- Total # consultants:34 Consultant Registration Responses
Agenda
- SoFA - still undergoing structural transition. Academy progams going well. New :Delivery Units (English, Portuguese, Scandinavian, likely Spanish)
- GA - customer , words: ring, objection, socialism, even the word governance is a probleme. Challenges with physical fitness, CP book is nearly ready to go out. Declaration of future, got a small grant from Singapore,
- Zentrum - webinar - in person Vienna workshops are full - they are in the media. Other centers (latest center is Leipzig) are also doing well. Working on grants. All the time Barbara is networking, including some gov visits & children’s parliaments (not sociocratic) (eg, in Gratz). Will create a curriculum for teaching how mayors can find solutions together. (are creating a network of mayors). Invitations to talk about how to include workers.
- Financial update net worth
- B: People don’t take time to have issues or topics.
- B: Nora had problems with languaging. ACTION: Can we use zoom AI interpretation for the March Gathering? Possible can ask Saskia (John’s friend) to interpret for French, German. Charlie for Spanish? In the invitation to ask if anyone needs language support.
- B: the 5 minutes together was too short. Second time they were together again - and it was good to have 10 minutes total. (e.g, can we have two times 7 minutes?) (maybe not have 2 sessions - got to know the other two better )
- Je: I had a good time. Meaningful explorations. Offered a topic
- Je: could use some help in setting up and changing rooms for breakout groups.
- Jo:Could only attend part bec of WCP stuff. Glad for people who were and puzzled that so many couldn't be there. We did give advance notice. Is it viewed as valuable by everyone and if not why not? (B: noted that many people had said please say the date early)(remind everyone each month?)
- ISCB consultants gathering next (SoFA)
- March 21 , 2025, 12 noon UTC
- October 17, 2025 same time (GovAlive)
- Recommendation to use the board to show up where ISCB-Consultants are seen with their COSE.
- (9:10am EDT) Kathy Sipple “coordinating our networks”
- Kathy met with Monika and Barbara for Module 8 in Greece. Posting this she did find a women in her town working with SoFA. Kathy met her. Looking for people in her area through SoFA. She is a member in the SoFA-permaculture-circle. How can Kathy find people in her geographic area SoFA-members? Would be so much easier to do somethings together.
- John also don’t know who is where.
- There are pins ….
- Jerry: We totally want that, but have limited capacity. Try support individual initiatives. Kathy has to support SoFA to build a community of practice in her region. In US people are doing Soc in their own organisation, no need of networking. Communities of practice needs energy to be built inside permaculture circle.
- Randa and Kathy are able to fill a class with regional people PC&Soc. Data access, profiles to find people inside 200 miles.
- B: is there a map of members? (no)
- K: - there are many time banks that are interested in sociocracy. Can we get timebanking to help out? Facilitators need meetings to lead.
- Global: How can we help everybody to connect with others in their area?
Closing
- Jerry:
- John: productive meeting. We may need to meet before January.
- Barbara:
2024 August 7
at 8 eastern 2 hours
Present: Barbara (F), Jerry, John
Opening round
Admin:
- Facilitator: Barbara
- Next meeting:
- Announcements
- Upcoming certifications & recerts: Anja Ritter (Aug 26)
- New Certifications: Janna Buchele (paid but not yet registered)
- Recertifications: 3 (Gina, Werner, and Gyuri (Gyuri not yet paid))
- Lapsed:
- Total # consultants:31
Agenda
- Jerry to invoice agencies for changing the certificates
- SoFA - Major reorganization. French translation of Many Voices. Will start new Academy Level 1 and 2 cohorts in September.
- GA - Weaver is launching, facilitators and consultants will be listed on the wever website. Governance from Below: Can Children Lead the Way book is close to done.
- Zentrum - slow summer. Mostly working on applications for foundations. SONEC: father Edwin started a whatsapp group for SONEC for Europe. Hope we will hear from each other more. Nate go to India? Will apply for EU funding - rights of child and participation.
- Financial update net worth $1,118. DECISION: Increase the annual payment to SoFA for ISCB admin work, to $700/year, retroactive to April 2024. Check this policy again in April 2025.
- Confirm changes to recertificaton policy
- Exception for Gyuri and Anja? - DECISION: yes, we still have a new process - unusual exception due to that - but not to be extended to others
- Addeddum: consented to by email just after meeting: recognize the SoZe recertifications of Suzanne Käser, Florian Bauernfeind and Christian Rüther for 5 years.
- DECISION: Let the certification review circle decide for the next recert date to be 3 or 5 years so long as a member of one of the other agencies is in the review circle. I.e., all lapsed recertifications will require the presence of someone from another agency.
- Barbara is sending out the invitation after John is creating a calender-invitation
- Backlog: Should the certification reports follow a nine-step description or a four phases of implementation approach?
- Next meeting date: 30 Sep, Jerry facilitating
Closing
- Jerry: everything is following in place
- John: enjoy being with everyone
- Barbara: more energized, exciting to be with everyone, did changes of the documents as we worked.
2024 May 30
at 8 eastern 2 hours
Present: Barbara, Jerry (F), John
Opening round
Admin:
- Facilitator: Jerry
- Next meeting:
- Announcements
- New Certifications: Mats Willers, Janna Buchele (May 31)
- Recertifications: 0
- Lapsed: Gina Price, Werner Kratochwil (both are recertified, but did not register and pay for ISCB yet)
- Total # consultants:30-2
Agenda
- Jerry to update policy re 5 year recerts
- Jerry to invoice agencies for changing the ceritficates
- SoFA sent changed certificates?
- Exploration: Add reporting on COSE activities to recertificaton policy
- Success team format - reflection in the COSE
- We made a few revisions. Jerry will review and edit the access team format. John will review what Jerry does. Confirm next time.
- 4 phases are more detailed and understandable than the 9-steps, says Barbara. Phases 3 & 4 were aimed at supporting the sustainability of sociocracy implementation because many implementations were failing. The 4 phases were written in 2006. There is a copy in the Zentrum’s agency certification. Follow up next meeting.
Closing
2024 April 10
at 8 eastern 90 minutes
Present: Barbara, Jerry, Gyuri Barany (double link rep) John (F)
Opening round
Admin:
- Facilitator: John
- Next meeting: 2 hours, May 30 at 8am EDT / 14,00 CEST (we can bring reps from our group)
- Announcements
- New Certifications
- Recertifications: Nora Plaza, Charlie Lenglez, Nate Whitestone
Agenda
- Proposal for our ISCB board is:
- Let us have first recertification after 3 years, and then every 4 years
- If the SoZe will not consent to this proposal, but hold on the 4 years for the first recertification, their consultants are not on the ISCB-webside for this one year. I hope you can consent, that SoZe-consultants apear on the ISCB-website after 4 years and may start at that coming-back-date a 4-years recertification period. (see link)
- Austria has COSE circles frequently.
- Austria has not been as strict because they all know each other and that has been enough to keep someone on the website. ISCB needs to be more strict.
- Need one standard for all three agencies. Like strictness so that it is clear and control informal dynamics. That keeps things simple
- Three years - needs to be a close look in the third year - if you have no work then get a client and come back
- Current policy of strictness if there is a lapse.
- Values of common policy creates respect and credibility. You can take care of recertification in the COSE-meetings.
- People are attraced from the ISCB Consultants on the ISCB webside, a large list is creditable.
- John likes to work together more with the German speaking colleagues and the whole network of consultants.
- Barbara understands need for standards expressed by Jerry.
- B: Would be possible for the peer groups of the COSEs to oversee also the recertification process.
- B: perhaps 5 years would be a good experiment but 5 years seems like a long time.
- G: consequence of no cert - you are off the website - if there’s a lapse you must recertify as if it’s the first time.
- Consent: first recert after 3 years, 5 years after that
- Consent: 2nd conclusion: look at COSE policies (backlog item)
- Consent: we will send out changed certificates to change current recert terms to 5 years. Jerry invoice the agencies.
- Jerry to update policies with Guidelines for Certifying agencies and lapsed certifications
- Jerry to update policy re 5 year recerts
- Jerry to invoice agencies for changing the ceritficates
- SoFA - going thru major reorganization. Certification programs going wellISCB Sociocratic Universe (next meeting - review this chart more)
- GA - glad to be part of the sociocracy center initiative that Barbara started. We continue to experiment with a non-profit/for profit hybrid.
- Zentrum - Association general circle is doing well. Austria center started international centers association - education of experts being used by all the centers using 8 module system.
- Question about format of certification applications: Our guidance doesn’t ask for a 9-step description of implementing. Is that OK? Some do follow 9-step pattern. (John)
- Proposal: minor changes in rectification notices (see ISCB policy #4, but applies to all of them) (Jerry) Item completed and consented to
- Quick discussion of our Q/A session at SoFA conference (eg, should we encourage any certified consultants present to consider serving on the ISCB board? (John) NO - elect in the agencies.
- Proposal (by John): explore this idea (that I’ve proposed for the SoFA conference in May - might or might not be accepted) and ask ourselves if we want to be a sponsor - perhaps even focus the next consultant’s conference on organizing it?
- “A murmuration is a beautiful emergent formation of flocking birds. See http://tinyurl.com/murrm . There are now enough people around the world using sociocracy that it seems time to have a sociocracy murmuration - not just people teaching sociocracy but also individuals, businesses, associations, communities using it. Because sociocracy is a framework that invites many egalitarian cooperative methods: NVC, agile, permaculture, constellation work, Theory U, transformative learning, Imago, Steiner, restorative circles, etc, etc., let's invite them, too. The aim of this session is to kick around this murmuration idea some but mostly focus on how to organize such a global, emergent flocking event.”
Closing
Next facilitator is Jerry
B - exciting that we used sociocracy to find a solution to Gyuri’s objection
Je - good meeting. We do need more time to get past business and talk strategy about how things are developing
Jo - ditto - feels good to be with you. Bringing in reps will change the dynamics - but its a change that must be made at some point.
2024 February 12
at 8 eastern 90 minutes
Present: Barbara (F), Jerry, John
Opening round
Admin:
- Facilitator: Barbara
- Next meeting?
- Announcements
- New Certifications
- Recertifications: Ted Rau. Monika Megyesi
Agenda
- John - Children’s Parliament Coordination Council now set up in India: quick coordination on children’s parliaments elsewhere - looking for PWCP members. Difficulat tech for the children. Weavers software close to being released.
- Jerry - continuing on reorganization towards SoFA commons/consultants platform. Academy 2024 Level 1 (Practioner//Facilitator) started today with 57 participants. Academy Level 2 (Trainer/Consultant) starts next week with 10-12 participants. SoFA will become several organizations - base organization, and diffentities based on work in the world - eg English speaking chapter, Spanish chapter. A bit like Barbara’s model. Academy Level 1 is a 6 month program. Academy level 2 is people heading toward trainer & consultant level. Expect to certify several german speaking people for trainer and consultant levels
- Barbara - working on 2 EU funding applications, one is the Sociocracy reference, (submit by Mar 7); the other a Towns Network to build new local Sociocracy Centers and implement SoNeCs, Neighborhood Councils and Collective Impact Networks. Introducing to Cities. Working together with Nate and Joseph Rathinam …(produce “Keep the Balance” in India - they will do the prototyping and production). (They prototype the game with the rest of us). Lisa and Gnanasekar is running a Journey in Europe, Consultant program 2024 starts with 10-12 participants.
- Financial update (Jerry)
- Evaluation of Jan 12 consultants conference (John) See the proposed Agenda and next date for a gathering. Next date.
- Deeper quality of the sharing then previous years
- Open space worked well
- Not much shifting between groups. Wonder about follow up - should we be sending out notes to participants? (we agree this is a good idea)
- Not sending notes out as a follow on to build continuity.
- Is there a better way to report out?
- Need more help in managing meeting with facilitatation and taking notes
- Need more help in managing meeting with facilitatation and taking notes
- Better to have text for reporting out - liked not miroboard but full text to report out
- Next date: 20th Sep 2024, 8h ET, 2pm CEST and then March 2025 - twice a year rhythm. German speaking centers is next conference sponsor.
- CONSENTED TO PROPOSAL. Jerry will include in policies.
- Proposal: Lapsed recertifications (Jerry)
- Certifications will be considered lapsed if not renewed by 60-days after the certification 3-year anniversary date.
- If previously ISCB-certified individuals who have let their certifications lapse and wish to be recertified, they must meet the Criteria for Individual Certification as well as the Criteria for Recertification. [this is item #3 under II. Criteria for Recertification: Individuals]
- CONSENTED TO PROPOSAL. Jerry will include in policies.
- Proposal: minor changes in rectification notices (see ISCB policy #4, but applies to all of them) (Jerry) POSTONED TO NEXT MEETING
- The form on the website has to filled out with and the new date, participants in the meeting, changes in the text,
- Jerry is doing the additions in the ISCB policy
- Proposal (by Barbara): make 4 years to be recertified. We did this decision in the SoZe-Association, because the ones who work a lot as consultants do not have enough time to report every 3 years their work.
- B: Is high amount of time to participate in so many recertifications.
- John: Learn a lot sitting in a review meeting, extremely valuable
- Jerry: this makes pressure to us
- Alternate Proposal: 1st certification after 3 years, 2nd after 4 years, from 3rd an every 5 years
- NO CONSENT
- Question on companies using sociocracy (John): Not addressed at the meeting. John will send an email about this topic.
- POSTONED TO NEXT MEETING Proposal (by John): explore this idea (that I’ve proposed for the SoFA conference in May) and ask ourselves if we want to be a sponsor - perhaps even focus the next consultant’s conference on organizing it?
- “A murmuration is a beautiful emergent formation of flocking birds. See http://tinyurl.com/murrm . There are now enough people around the world using sociocracy that it seems time to have a sociocracy murmuration - not just people teaching sociocracy but also individuals, businesses, associations, communities using it. Because sociocracy is a framework that invites many egalitarian cooperative methods: NVC, agile, permaculture, constellation work, Theory U, transformative learning, Imago, Steiner, restorative circles, etc, etc., let's invite them, too. The aim of this session is to kick around this murmuration idea some but mostly focus on how to organize such a global, emergent flocking event.”
Closing
Je - need to have re-read my own changes to be more ready. What took us so long?
Jo - will send email on my item.
B - satisfied. Did a new policy with process of certifying new agencies. Looking forward to grants from EU. looking forward to meeting again
2023 December 18
at 8 eastern 90 minutes
Present: Barbara, Jerry (F), John
Opening round
Admin:
- Facilitator: Jerry
- Next meeting? Feb 12, 8:30 eastern
- Announcements
- Updates in the consultant registration form
Agenda
- Consultant registrant form
- Barbara: Had 10th year celebration. 80 people. Great energy. Working on Erasumus application for Hungry. Working on grant application Citizen Equality Rights Values (CERV) - aim is to get paid to develop local sociocracy centers in diff european countries (& outside Europe). Both applications due in March. Looking for grant for global Neighborocracy Movement. Build up backbone organizations. Using professional grant funders in these efforts. Building next cohort for certified consultants. Gyuri Barani will take over the cohort - Barbara auditing him. Note: integral politics forum - European parliament has decided that we need Kate Raworth Donut Economy. Will send info about Living Cities initiative.
- John: Working on a number of small contracts. One for the city of Laurel getting citizens to write a sustainability plan. New person working with GA Bruce Baker, we have others volunteering part time. Monica develop a video program Alive at Work. Children from Below book almost completed. Working with Jutta on a book concept Future Skills. Weaver software is almost ready. Have a cohort of 4 working towards consultant status.
- Jerry: Near completion of Academy 2023. Reorganizing how we’re doing the training - more modular. Academy 2024 will have level 1 - practitioner, level 2 - facilitator, level 3 - trainer, consultant. Many students are not finishing and getting certification - now pushing them. Got a $100K donation. Good bec spending more than earning. Have too much payroll. Book is selling well. Where does sociocracy fit into the greater transformational place in the world? Monbiot - good writer - podcast Planet Critical
- Consented up to #5 in ARP. Go on with number 6 in the ARP next time.
Closing
2023 October 20
Present: Barbara, Jerry, John(F)
Opening round
Admin:
- Facilitator: John
- Next meeting?
- Announcements
Agenda
- SoFA: Ted going to China; his book Collective Power is published; he is running a local in-person training for 15 people. Had great online Power & Pay conference. November 18 Sociocracy in Communities online Conference. Still financially challenged. Have New York Worker Coop LLC operating agreement template. Experimenting with internal pay system for employees/contactors. (Many Voices, One Song is published in Turkish)
- GA: preparing (thinking about) conference in January, experiments in marketing - data from the experiments, book Governance From Below: Can Children Lead the Way? 95% complete, children’s parliaments getting attention. Monika’s experiment. Collective impact council in India forming - including Joseph. Working more locally & in-person now. (ACTION: John send articles)
- SoZe:
- Founding the Network of (local, upcoming) Sociocracy Centers in Greece. Lithuania, West-Australia, Chicago, Greece, Austria, (UK?) (Module 8)
- SoZe-Hungary - project-group started
- I learn more about Austrian government law for the health of employees (door to big companies - sociocracy contributes to health of employees)
- Collective Impact network (Forum) (system change)
- 10 years Celebration - speaker - creating citizens forum - using sociocracy for facilitating conversations with politicians. Follow on study of Utrechtse-Heuvelrug - Romme leading.
- Nate and I are supporting Joseph Rathinam to build a backbone-organization for the GNM Global Neignborocracy Movement (looking for a democracy foundation - funding) (send copy of pitch package on Children’s Parliament) (Nora in Spain is hiring grant making group)
- Per note in the Backlog about sending notes to certified consultants periodically, I would like suggestions about what to add to my note reminding everyone about the ISCB meeting on January 12. (there are 12 yes, 2 no, 21 no response). (Thinking of doing planned open space - with a theme of Finding Clients) (John)
- Ted sends to SoFAs mailing list. Send abstract about John’s book. Summary could be interesting for everyone. I.e., send interesting articles
- Include first thoughts on the program. What expecting? Handbook sociocracy -
- ACTION - John write update note & add “finding customers to the agenda of conference
- Informal conclusion: whomever is planning next conference sends out information and updates received from the others.
- John’s time in Vienna - Syria time. Too sensitive for politicians. Connect neighborocracy with Syria approach. (ACTION John Send title of book on Green Rojaca - me do the interview - ask audience for questions - send movie
- ISCB certified facilitator? (John: talk to Göran)
- Client and geographic crossovers check in protocol:
- DECISION: Our understanding: consultants inform each other if one client approaches more than one consultant. Each agency adds this to their own policies.
- DECISION: we can share summary report on ISCB meetings to our own agencies internally without sharing the link to the minutes.
Closing
- B: thank you a lot. Wonderful life to only meet with sociocracy facilitators. Makes peace.
- Jo: ditto Barbara. Needed to have agenda together before day before & so had to spend time assembling agenda. We learned to have clarity about who is facilitating. I’m informally doing some of the circle admin role - but thats ok.
- Je: multiple feelings - envy of what other people are doing - but also excitement about spread of sociocracy. Good meeting for the sharing.
2023 August 24
7 am eastern
Present: Barbara, Jerry, John
Opening round
- Jerry - trying to be calmer - not get anxious and go faster
- John - busy. John: all marketing probes not supporting the hypotheses, that is interesting. New business comes from referrals.
- Barbara: on vacation. Spent a day with team supporting work with one big client
Admin:
- Next meeting?
- Announcements
Agenda
- B: we will meet ½ hr to talk about common source - Christian feels competition with holocracy - common source together. Florian wants Christian to go in step with us. Barbara learning about collective impact network. Eg, open food network. Will add to SONEC workshop - add to governing commons from Elinor Ostrom.Ro Check out: https://circleforward.us/ Tracy Kunker & Michelle Smith. Working together with Nate & Joseph - creating backbone org for global sociocracy movement. Did money sharing game to share income from a project this year. Will go to Greece to meet people - Gina, Monika, Kathy, ? from Lithuania - Module 8. Will set method for network of centers.
- Je: big on Ostrom Principles - see SoFA website. Also look at David Bollier’s work on Commons and Commoning. Ostrom received nobel prize for economy. Research that helped change opinions about commons. (people too selfish? Not true - many cases of successful commons - principles of why they are successful. ~ to sociocracy - 8 principles - measurements, decisions together, etc. Lot of interplay and convergence, eg donut economics. SoFA conference on Sep 28-29. In Brazil - they are doing money pile exercise. Concerned about financial tightness of SoFA. Payrate calculator - balances several factors eg level of training, cost of living adjustment, SoFA budget, etc., scale of income. {a little messy bec went fast - was proposal of financial well-being circle}. Several conferences planned. Have need to get more people certified at all levels. Ted’s book Collective Power coming along.
- Jo: Continuing interterst in research on soccortacy. Putting things intho the ISCB folder, including Romme’s research. Monica working on training that is video based, aimed at higher level playing paying people. Marketing to Executtive Coaches. Marketing service PIMA. Various experiments with marketing. Children’s Parliaments project aimed at Belize. Nearly done with book Governance From Below: Can Children Lead the Way. Mutual Leadership. Weaver software almost ready. “We sell feedback loops.”
- B: Problem with one of the five sociocracy center cooperative - problem with Swiss center & how solve it in the sociocratic way. Lost a lot of time with rounds with no solutions
- Bec of consent decision making, individuals can have too much power. Last ½ year, consummed with Swiss Center problems. No picture forming, too much money, discuss a lot, asked to create a proposal in a helping circle. Leaders work out solution? Austrian Center: remove them? They block progress. Put issue of money out of the circle - give to the leaders. How deal with this block of progress. They don’t bring solutions.
- New leader is ok, but they have a set solution developed with Susane.
- Spokes model of consensus (practice has drifted to consensus) back and forth between small groups and central group.
- Consent about agenda itself? Exceeds time in meeting. Don’t want to lose them. Everything goes into operations - eg CSE policies. GC time stops everyone.
- We are teaching a set of knowledge and skills. We teach them to be consultants - and they don’t have to pay. We are training our own competitors. What is the meaning of the association Barbara has? Needs a bigger sense of purpose that makes it worthwhile. They want it but not. They have the same offer together - have common website and backbone to operate in diff parts of the same area.
- Letting them take over the agenda is enabling them.
- Jo: How organize input to our operations to that it is consistent and reliable.
- Will share our experiences with probes soon
- Jo: quick report on conversation with Sjoerd Romme
- Jo: what theme or methods for the January certified people conference
- B: helpful if they ask colleagues to reflect with them on their problems. Topics that SoFA brought - someone wanted to talk about - our issues that we bring may be high topics - ACTION: ask what is most important to talk about. our cert experts dont have the issues we have - we should offer the topics.
- Je: core topics here - most challenging - stuff on our agenda today as kind of topics.
- Je: dance between centralization and decentralization in sociocracy.
- Overview of this topic: “informed consent” how can people be informed enough to consent. Decentralized = no one knows what we are doing. How do I doing training know how much money to spend on website development? T/J don’t know everything. Hard to make wise decisions if lots of info req’d. In SoFA - if more income than expenses - no problem. Financial tightness requires strategy. Eg, pay calculator. Theory of constraints - constraints demand innovation.
- Je: coherent communication in a decentralized sociocratic organization
- Similar issue is communication. Weekly bulletin? Is labor intensive. Need leaders report. Overview? How does one person of 200 have overview enough?
- B: sounds like general circle becomes a top circle. Domain of GC needs to be less full. We are clear what our common offer is. What we are creating and doing together. 3 education programs. Same offer in each center - common offer is small compared to workshops, conf, etc. that people are doing. Is clear what offer in name of the association - free to do whatever else.
- Jo: how is your dashboard? How strategize from what you see?
- Je: Ted compiling research.
Jul 11, 2023
Agenda
Next meeting:
Review the conference
Jerry: I liked the longer conversations. Don't remember it know, I like to have some impact.
Barbara: Do not remember what happened but it was great. Took some written notes and sent it out. It was good to connect. I find my notes of “Theory of change”.
John: I remember enjoying it.
Address # of basic principles
John did find 3 principles in the first books of Gerard Endenburg.
2002 when John was certified, Endenburg had 3 principles only. Open election had been included into the 1st principle “concent”. The second was “circles” and the third “double link”.
We the People published in 2007 had 3 principles; TSG norms has 4
SOFA has three principles
- Decision making by consent (includes selections by consent)
- Organization structure by linked circles (includes double link)
- Continuous evolution through feedback
Barbara: of organization creates delegate from bottom down do not need leader top down. But if you have a leader top down then need a delegate bottom up.
Florian has bylaws for associations and cooperatives and others.
Barbara says aim is to have governments recognize sociocracy as a legal form. Christian Ruether and Florian are woking on this. Want to bring this to an ISCB level. We now have a folder in iscb.earth for Bylaws and Constitutions
Jerry creates a folder for our statutes sample, bylaws, constitution, we all bring in our sociocratically bylaws.
Agency check-in
- Hyun Hee has highest level of IAF (International Associaiton of Facilitators) certification. That certification process has some things that Socicoracy does not. She will a free training on August 28-29 in Washington DC.
- Applied for grant for AI governance
- Doing AB test on cold calling clients
- Conflict over money. Switzerland is not able to pay the common fee. Founded a new helping circle
- New leader in the education circle. Barbara is no longer in the General Circle of the association.
- Will go to Greece in October for Module 8 of program. Lithuania, Australia, USA, etc. will be there. Want to create a center in Hungary.
- Barbara met mayor of an Austrian city that is communist.
- Joined of Healthy Austria movement - they are trying to fund sociocracy at ministry level.
- Founded a Network of scientists for sociocracy.
- Created new folder on sociocracy research
- Having conflict about budget. Who should get paid what. Finances need to be bottom up and top down both. Tension is around top down limits.
- Sofa holding a conference on money and budgets. Sept 28-29.
Next conference
12 Jan 8am Eastern time (14:00 CET) … GA is hosting
Next meeting
August 24 7-9 am eastern John will facilitate
2023 May 10
8 am eastern
Present: Barbara, Jerry, John
Opening round
Admin:
- Next meeting 11 July, same time (8 EDT / 14,00 CET)
- Announcements
- ISCB consultants gathering June 2, 12-1400 UTC (13 yes, 5 no, 7 no reply) (next one GA)
- Francine certified with SoFA as a trainer. Did not have required experience for consultant cert and has been removed for iscb,erath website.
- Sheella Mieirson of TSCG intends to apply for individual certification.
- John individual certification approximatelyMay 26, 2023
- Barbara individual certification Apr 27, 2023- done and certified!
- SoFa is interested in topic of sociocracy and budgeting/salaries. Who would be a good presenter?
Agenda
- Jerry - successful global conference, Many Vocies One Song translated to Turkish, in German soon. 200 SoFA members & lots of circles. New Ed, Jerry no longer main financial person. Some new people stepping up. Last quarter of 2022 was difficult financially. Most recent quarter was better - had bigger clients. Have 20 people who get paid. Not very transparent. Will have a session to lay that out. Sociocratic pay system. 3-1 pay ratio. Lot of unevenness. Planning for a grade level system. Part of an Erasmus grant. Academy 2023 is continuing. Getting people certified is slow.
- Barbara - 8 students in line to become consultants, accompanying them all. Leipzig Center has started. (Janna has many clients - former OD consultant). Have a meeting in October - Monika and Gina will come. Module 8. How to found a network of sociocracy centers over the world. Erasmus application is pending. Implement local learning centers to bring people to the local level. Networking with Joseph Rathinam and Nate Whitestone to support the organizing neighborocracy movement.
- John: Book Governance From Below: Children Lead the Way about to come out. Weaver software about to come out. Dialog with Beilize about gang and human trafficking - a collective impact system with children and neighborhood parliaments.Covid slowed down local development. Have marketing company but not successful so far. Went to 3 conferences and did not get clients. Wondering what is going in the environment.
- ISCB aim (see top of this document)
- John raises question of adding an aim related building a network and exchange among consultants. Our current consultants gathering is not part of any current aim of ISCB.
- Je: like the idea and also worry about idea of unfulfilled aims. Twice a year gathering. Don’t have the time.
- B: 1) make exchange of consultants, 2) i cannot do more. We benefit from being together. Have an aim where exchange of consultants is included.
- Encouraging the development of a sociocracy network (or maybe make it something the certifying agencies need to be doing).
- Exchange among consultants as part of their certification?
- Jerry Propose: Supporting knowledge exchange and networking among consultants.
- John: propose adding criteria for certified consultants - activity that supports professional development of sociocracy or building centers. Endenberg had a circle of members of top circles of organizations
- B: We do it already in ZC.
- Review of ISCB management is overdue. Below is our policy
- Financial current balance $409.83
- Remove Raviji? Jerry removes him from the list, and wait to remove him from the Website after John has informed Raviiji.
- About 25 consultants listed on iscb.earth website
X. ISCB management
- The fiscal agent for ISCB will be the Institute for Peaceable Communities, the charitable nonprofit that is the parent organization of Sociocracy For All (SoFA).
- The ISCB’s management agent will be Sociocracy For All (SoFA). Management activities to include:
- ISCB website development and maintenance
- Google Drive ISCB dedicated folder
- Establish and maintain a bank account for receipt/payment of funds and provide bookkeeping services.
- Producing certificates for approved consultants
- Respond to communication received at admin@iscb.earth
- Send recertification reminders to consultants certified as individuals
- SoFA will receive payment for its agent services as determined by the ISCB.
- The above agent agreements will be in writing and set for a three year period ending 31 December 2022.
- No later than 31 December 2022, the ISCB will review the roles of fiscal agent and management agent, adjust as needed, and renew the arrangements for another period or reassign the roles to another entity.
- There is a workflow document that records what Jerry is doing https://docs.google.com/document/d/1RvaPECoQdmehf27zrUvI3Yw1SGf-FG9_yX3J5X_rGWc/edit
The pluses:
Things are going very well. Barbara and John feel secure and grateful.
To improve:
Things are going well.
Conclusion: continue for three more years
- How we present the principles of sociocracy
- Finance people differently - Exchange of us
- Part of sociocracy is how we deal with pay for people - fixed and variable, guaranteed income. SoFA pay is set by circles (decentralized) hard to compare across the organization. Relates to the budget. Need a framework to assign values? Experience in particular role, responsibility, new at job or not, how many jobs you know how to do. Cost of living adjustment. Social factor adjustments. How budget is doing. Is another scale to pay trainers.
- John - golden ratio. I didn’t hear any tie into individual or team performance in regard to targets. Targets are nested in the organization. See Beyond Budgeting discussion.
- Barb: companies shift to sociocracy payment usually after a while - solve it in sociocracy organization. Hard to change salary when people come from outside. There are share the profit systems. Can share decisions about income. Own challenge is that Swiss culture has more expenses - costs of life are bigger than Ostereich. Solved it with everyone gives money for common needs. What you have is wow - find out how we do it.
- Je: Review completed - leaders of items identified
- Jo: valuable to be checking in on what’s happening. Also, were doing a good job of managing the ISCB. Worry that we don’t have any new persons present.
- B: like very much to talk with us - most important network perhaps. Is like the senior meeting. Is very important to meet you again and again. SoFA is providing a lot for us.
2023 March 29
8 am eastern
Present: Barbara, Jerry, John
Opening round
Admin:
- Next meeting … Barbara is facilitating next time.
- Announcements
- SoFA conference on May 4
- John and Barbara overdue on individual certifications by their agencies
Agenda
- Ravi’s Board membership. ACTION: John will send him a Thank-you, this term is completed a year ago.
three topics simultaneously, 3 people to each take one:
ACTION: Jerry prepare a collective document. Otter? ChatAI?
Action: SoFA will send invite
- What students/clients tend to misunderstand (e.g. too much focus on policy not on operations)
- Implementation challenges - our experiences
- What's our theory of change in this work? (clarify) How do we imagine the process of sociocracy growing and changing the society? SoFA will include framing of what is meant by theory of change.
Schedule (tentative)
- 15 check-in in small groups
- 10 welcome and updates/reports
- 45 breakouts (3 topics); take notes?
- 25 cross-cutting groups and sharing of insights, take notes?
- 15 checkout (input for next meeting topics?)
- Cert fees shift from 45 euros to 50? DECISION: Increase cert fees to 55 euros & make a similar shift in stipends, eg, annual SoFA admin fee increase by 10% to $440.
- Show finances
- Barbara & John’s recertifications
- John and Barbara are doing their recertification in their own agency in the next 2 months.
- Jerry: wants to take care remaining people for recertification in time. We underwise shall take them off the website.
- Proposal: 3 month and 1 month notice of certification ending. If not recert, by 1 month after end of time, they are taken off website and are uncertified. How: Certifying agencies manage their own consultants. SoFA manages the individuals. SoFA notifies persons and their agencies about anyone decertified.
- Recertifications continue from date of original certification. CONSENT!
- Action: Jerry will add to policy document.
- Also has 2 months notice for overdue recert
Barbara: invited by upper Austria consultant org. - spent two years how to do self-organization. They invited their clients to learn self-organization. Now an evangelical church after a year of thinking has started first pilots. Founded a team of 6 people that is running the program. Big event once with 90 people. There are now two implementation circles - one for senior care & the other for people with disease care. This will influence upper Austria bec they have many clients. (not yet in the highest mngt. level?)
- Diakoniewerk Oberösterreich
- Brigeta Buomberger - implemented sociocracy in Haus Selun and Movero, Switzerland
- There is an application sent in to Erasmus for $400K for syncing sociocracy implementation activities in Europe. Common materials online. Working on upskilling people. Founding local learning centers.
- Great that we are doing work together with SoFA. eg, great to meet Nora.
- SONEC. There is another application in to ERASMUS that is more related to SONEC.
- French center -
John: children parliaments work in Belize to deal wth gang problem. Copllective impact approach with a tem including Circle Forward members. Meeting with Prime Minister of Belize this week.
Jerry: just continuing the work. 50 people in the Academy going towards facilitation certification. Ted is writing another book - stories from implementation. Working on translations of Many Voices One Song. Ted is making speeches at conferences. Jerry traveling again - in chicago client is christian community - income sharing - 130 people. Run a homeless shelter.
Closing
- John: good to meet bec i feel updated & happily spend more time talking and comparing notes. The movement is growing!
- Jerry: good meeting. Lots of things done. Glad to be clear about consultants gathering.
- Barbara: ISCB is in latest application to Erasmus. Also glad to be in contact.
Link to May 4 SoFA conference
2023 Feb 15
Present: Barbara, Jerry, John
Opening round
- We talked about the global crisis and activity around the world. How to bring people toward consent processes when they fear. The word sociocracy is a problem even in Germany. More parties needed? Rank choice voting.
Admin:
- Next meeting
- Announcements
Agenda
- 40 minutedMain topic: How to bring sociocracy into the world? How do we accept and opr harmonize our agneies different ways? Process to implement sociocracy., Three or four core principles. Role of top circle. Reflecting on Barbara’s experience of Andreas Johnsson SoFA certification process. Learning from each other - have an exchange and learn from each other. Barbara has been talking with Gina Price - there are some content issues
- Hard for Barbara to find out how implementation happens by other consultants. How replicate? What is best practive?
- B: Need for consultants - need someone they can trust - key point in how to change society.
- B: will send 4 phases of implementation paper for SoFA consideration in training consultants
- Inviting others to join these meetings?
- Je: “reps are welcome to come to ISCB meetings but we don’t have an expectation of delegates attending”
- Jo: invite other consultants to help plan the next consultants meeting.
- B: we are not an organization needing reps. I see the consultants as our customers. Should we have more customers in. (says no). Need them from our organizations? Do we have an aim together? Influence each other. What do we want to learn out of it? Eg increase our learning from each other?
- Je: I think something new will develop when we have more joint programs. Eg, Erasmus grant would get us to work together. We dont have connection across our clients - when that happens, we’ll need to blend with each other in some way.
- Jo: The common aim is, getting Sociocracy out of the world. Not looking for a representative, but to create the next gathering. Inviting them as members of the network, we created. Not just us doing it. Invite somebody for this.
- B: could become an important meeting, if done well. Network is not in our aim.
- Je: not a sense of joint problems that a network would solve. We needed to create a certification process - what is beyond that? I’ve enjoyed meeting people in our previous conversations but there have not been in-depth conversations. SoFA people are working in different areas - most are not focused on consulting but in being in different sectors. And, we have so many meetings in SoFA - 50 circles. Need to have a good reason to ask them to show up
- Jo: It is not just about common problems, but about common interests.
- B: DECISION: don’t need someone in board meeting. But for creating and strengthening the network. So we can ask for help in planning the next gathering. Dont need a delegate.
- J: we need to revisit our aim to add networking.
- 15 Plans for next ISCB consultants gathering
- Je: Aim of the gathering: sharing around common interests. Eg, conversation among the experts on such topics as: working with municipalities, schools, climate crisis (bring in experts from different fields)
- Jo: we need to ask for help with this thinking.
- B: last time I asked what are your clients so we can see what fields are where people are working. Je is saying that common interests are where we can have an exchange.
- Proposal 1: Asking some consultants for helping us to create the next gathering.
- Proposal 2: Jerry has some ideas, barbara would help him, John will find one Consultant to join the helping circle
- Proposal 3: The first decision was, we rotate. Next turn is SoFA …
- Proposal 4: Next turn is GA, can involve Certified Consultants
- Do we need an aim first? What is the importance of the exchange on the international level?
- Jerry: We are networking in SoFa as much as we can, SoZe is networking in the german sp. Field as much as the can. How is GA interacting with each other, interconnecting in the world.
- John: various things …
- John would like to create the aim of networking. But SoFA and SoZe do not have the need. So we will not make it our additional aim.
- Je: Valuable is the conversation of the three of us. Finding out our own connections. E.G children's parliaments, neighborocracy; or .. ; let us talk even more about who our clients are.
- DECISION: If SoFA is doing it, it takes place. If not, the next step is to talk about the aim of ISCB.
5 Closing round
Jo: next ISCB board meeting, discuss aim.
2023 January 31
Present Barbara, Jerry, John
Opening round
Admin:
- Next meeting
- Announcements
- Accept agenda
Agenda
- Status of our organizations
- SoZ is growing. 21 persons in 4 different centers. Is now a legal association of German speaking sociocracy centers. They all together are now owner of products. 5th center is coming in Leipzig. 3 more certified. Next Erasmus funding will be a process to support pilot projects - network of SONEC projects. (democracy crisis). Link up with SoFA (Nora) Euro orgs ref SONEC? There is some Gov funding in Vienna to work with sociocracy to close gap between politicians and citizens.
- GA - bumping along
- SoFA - some financial issues bec of reduced end of year funding. Are getting some better paying clients. Keep branching out connections - like to Otto Sharmer. Translations continue. Lot of work. They got a grant to do research on sociocracy and teams - document it more carefully.
- Short reflection on the last gathering
- Jerry - didn’t seem important
- Barbara - hard to organize. No one could help her except Lisa and it was not early enough - how do we make the conference more deep?
- John - would like that the conversations would useeful - not enoguh time to get to kneow each other. Potential is there. Needs to be prework. Prep team decide the focus of discussion. And the outcomes.
- Plans for next ISCB consultants gathering - talk about this on the 15th
- Inviting others to join these meetings? - talk about this on the 15th
- “reps are welcome to come to ISCB meetings but we don’t have an expectation of delegates attending”
- talk about this on the 15th: How to bring sociocracy into the world? How do we accept and opr harmonize our agencies different ways? Process to implement sociocracy., Three or four core principles. Role of top circle. Reflecting on Barbara’s experience of Andreas Johnsson SoFA certification process. Learning from each other - have an exchange and learn from each other. Barbara has been talking with Gina price - there are some content issues
Closing round
JB: wish these meegings were longer because topics so interesting. LIke the number of principles.
J glad we touched base and we have similar reflections on the last consultants gathering. Re-energized.
B - Happy too