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Prepare · Frame · Listen · Clarify · Co-Create · Refine · Affirm

Prepare Frame Listen Clarify Co-Create Refine Affirm
Ground yourself
1
Prepare
Don't enter reactive, defensive, or uncentered.
Ground yourself in purpose, values, and presence.
  • Understand the context, stakes, history, and constraints.
  • Identify what the space needs from you — information, tone, safety, boundaries.
  • Examine your biases, assumptions, and emotional posture.
  • Decide your stance: curious, patient, directive, supportive.
  • Anchor in your ethical commitments before engaging.
Build the container
2
Frame
People can't participate in a process they don't understand.
Define the purpose, scope, structure, and expectations.
  • State what the conversation is about — and what it isn't.
  • Set goals, boundaries, and guiding values.
  • Provide essential context and process information.
  • Establish norms or agreements for working together.
  • Ensure participants know what outcomes are possible today.
Understand
3
Listen
Where trust is built and the real problem becomes visible.
Surface experiences, impacts, concerns, and truths.
  • Invite perspectives openly and without interruption.
  • Acknowledge emotions, impacts, and lived realities.
  • Validate what you hear without agreeing or disagreeing.
  • Summarize themes so people feel accurately understood.
  • Surface tensions, misunderstandings, or patterns neutrally.
4
Clarify
The bridge between listening and problem-solving.
Probe, correct, reframe. Bring reality into the room.
  • Pose follow-up questions to deepen understanding.
  • Address misinformation or missing information.
  • Offer your own perspective, concerns, or constraints.
  • Reframe issues in neutral, accurate terms.
  • Ensure everyone is working from the same set of facts.
  • Help participants see the fuller picture.
Build forward

Co-Create and Refine are iterative — move between them until the path forward holds.

5
Co-Create
The creative and collaborative heart of the process.
Generate possibilities, options, and shared direction.
  • Explore options collaboratively.
  • Identify shared interests, values, and goals.
  • Map areas of alignment and divergence.
  • Brainstorm ways to reduce friction or meet core needs.
  • Celebrate insight, progress, and moments of connection.
  • Begin shaping the path forward together.
6
Refine
Iteration, responsiveness, and ethical accuracy.
Iterate, adjust, and ensure alignment before moving on.
  • Clean up misunderstandings and sharpen agreements.
  • Revisit decisions to ensure accuracy and fairness.
  • Check for renewed consent or buy-in.
  • Adjust plans based on new information or feedback.
  • Confirm that people's needs and concerns are still being met.
  • Prepare the group for forward momentum.
Close the space
7
Affirm
Continuity, closure, and commitment — not just ending.
Summarize, connect, and commit to the path ahead.
  • Recap what was learned, decided, or accomplished.
  • Name next steps clearly and responsibly.
  • Reinforce shared purpose, values, and collaboration.
  • Offer acknowledgment or gratitude for contributions.
  • Close the space with care, dignity, and a sense of direction.