United We Transform | Facilitator run sheet

Purpose-To-Practice (P2P)

Working through five linked elements (Purpose, Principles, Participants, Structure, and Practices), a group drafts an operating design for an initiative. Participants cycle through 1-2-4-All rounds and capture agreed points on shared posters.

120 minutes | 4 to 24 people

Choose this exercise

Purpose: Draft and align on the five core organizing elements required to launch and govern a shared initiative.

Use it when: Use when launching a collaborative effort, consortium, project, or working team that needs clear self-governance and operational rules.

Skip it when: Skip when the initiative already operates under strict top-down mandates with no room to alter governance, membership, or operating rules.

Group arrangement: Individual reflection, pairs, groups of 4, and full-group integration. If the total count is not divisible by 4, form groups of 3 or 5 so no individual works alone (for example, 13 people form two quads and one quintet, or one quad and three trios).

Timing: Based on the standard 2-hour design sequence from Liberating Structures.

Materials and tools

Before participants arrive

  1. Label five wall posters with the element names and core questions: Purpose, Principles, Participants, Structure, and Practices.
  2. Arrange seating in small tables of four.
  3. Place worksheets and pens at each participant seat.

Say this to open

We are going to design the operating foundations of our initiative across five elements: Purpose, Principles, Participants, Structure, and Practices. We will work through them one by one using individual reflection, pairs, tables of four, and whole-room decisions. At each stage, record notes on your worksheet.

How to run it

  1. Introduce framework and set roles 5 minutes

    Distribute worksheets. Read the opening script and introduce the five elements. The facilitator will capture room decisions on the wall posters during the whole-room synthesis steps, allowing all participants to engage fully in their pairs and small groups without dividing attention. Alternatively, if a participant explicitly volunteers to scribe wall posters during room-wide synthesis, confirm they only take on recording duties once small-group discussions have wrapped up.

  2. Draft Purpose 25 minutes

    Present the prompt: 'Why is this work important to you and the larger community?' Have participants write silently for 2 minutes, compare ideas in pairs for 3 minutes, and consolidate top themes in fours for 10 minutes. For the 'All' phase (10 minutes), invite each table to share one core theme. The whole group synthesizes similarities, and the facilitator records the agreed draft statement onto the Purpose wall poster.

  3. Draft Principles 20 minutes

    Present the prompt: 'What rules must we absolutely obey, and what must we never do, to achieve our purpose?' Run 1 minute silent writing, 3 minutes in pairs, and 6 minutes in fours. For the 'All' phase (10 minutes), collect candidate must-dos and must-not-dos from each table. The whole group removes duplicates, tests feasibility, and the facilitator writes the 4 to 7 final agreed principles on the Principles poster.

  4. Identify Participants 20 minutes

    Present the prompt: 'Who can contribute to achieving our purpose and must be included?' Run 1 minute silent writing, 3 minutes in pairs, and 6 minutes in fours. For the 'All' phase (10 minutes), call for distinct roles, beneficiary groups, and collaborators from tables. The group groups them into core, extended, and external tiers, and the facilitator logs them on the Participants poster.

  5. Shape Structure 20 minutes

    Present the prompt: 'How must we organize and distribute control to achieve our purpose?' Run 1 minute silent writing, 3 minutes in pairs, and 6 minutes in fours. For the 'All' phase (10 minutes), hear proposals on decision authority and meeting rhythms. The full room reconciles differences, and the facilitator writes the agreed structural model on the Structure poster.

  6. Define Practices 15 minutes

    Present the prompt: 'What are we going to do? What will we offer and how will we do it?' Run 1 minute silent writing, 2 minutes in pairs, and 4 minutes in fours. For the 'All' phase (8 minutes), collect specific day-one activities and offerings from groups. The facilitator records verified recurring practices onto the Practices poster.

  7. Review full system and next steps 15 minutes

    Ask everyone to examine all five posters together. Give 3 minutes for individuals to write reflections under Cross-Check Notes on their worksheet, noting misalignments across elements. Lead a 7-minute discussion adjusting poster text directly. Use the final 5 minutes to agree on immediate collective next actions and write them on the board while participants copy them onto their worksheets.

Debrief questions

Finished output: Five completed poster charts containing the agreed Purpose, Principles, Participants, Structure, and Practices for the initiative, plus participant-retained personal worksheets.

Remote

Set up a shared digital whiteboard with five designated columns or boards corresponding to each element. Run individual silent writing in private notes, send participants into 2-person breakout rooms for pair discussions, reassign into 4-person breakout rooms to synthesize, and return to the main room to review sticky notes placed on the shared board.

Hybrid

Keep the master posters on a shared digital board visible to remote participants on their screens and projected in the physical room. Assign in-person pairs and remote pairs separately during small-group rounds. Appoint an in-person synthesizer to transcribe in-room agreements onto the digital canvas so both groups view identical content in real time.

Access and participation choices

If the session gets stuck

Groups draft vague platitudes for Principles rather than practical boundaries.
Prompt them to format principles as strict 'Must do' and 'Must not do' guidelines based on past field failures.
Participants default to standard hierarchical org charts for Structure without exploring shared ownership.
Ask how authority will be distributed if no central manager is present, and prompt for micro-structures like rotating leadership or circle coordination.
Uneven participant counts leave extra people when grouping into fours.
Distribute leftover participants into other small teams to form groups of three or five. Never leave a single participant to work alone during pair or quad phases.

Terms used here

Purpose-To-Practice (P2P) Design Sheet

Initiative Name:Date: 1. PURPOSEQuestion: Why is this work important to you and the larger community?My ideas:  2. PRINCIPLESQuestion: What rules must we absolutely obey (must dos and must not dos) to succeed in achieving our purpose?My ideas:  3. PARTICIPANTSQuestion: Who can contribute to achieving our purpose and must be included?My ideas:  4. STRUCTUREQuestion: How must we organize and distribute control to achieve our purpose?My ideas:  5. PRACTICESQuestion: What are we going to do? What will we offer to our users/clients and how will we do it?My ideas:  CROSS-CHECK NOTESQuestion: Does any later element contradict or reshape earlier ones? What adjustments are needed?My observations and adjustments:  IMMEDIATE NEXT STEPSShared group commitments: My personal commitments:

Sources and adaptation

Observed in Liberating Structures by Keith McCandless and Henri Lipmanowicz, citing inspiration from Dee Hock's work on chaordic organizations.

Retained the five core elements, prompt questions, 1-2-4-All cycles, and 2-hour timeframe documented in Liberating Structures sources. UWT added explicit scribe role guidance ensuring full small-group participation, dedicated writing space in the worksheet cross-check section, structured step-by-step minute breakdowns summing to 120 minutes, explicit arithmetic rules for odd group sizes, debrief selection advice, and clean formatting without em dashes.

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