A Global Strategy For Human Development:
The Work of the Institute of Cultural Affairs

Stuart Umpleby
The George Washington University

Alisa Oyler
The Institute of Cultural Affairs

ABSTRACT

In the 1970s, the Institute of Cultural Affairs began to create community development projects around the world. Initially, 24 were created, one in each time zone. Human Development Training Schools in which local people who participated in those projects showed people in surrounding communities how it was done followed these demonstration projects. The methods developed by the Institute are now called the Technology of Participation. Using these methods, communities, businesses, government agencies, schools, and private voluntary organizations have built leadership capacity and teamwork. All around the world, using these methods, people have reflected, planned, solved problems, and implemented programs.

THE INSTITUTE OF CULTURAL AFFAIRS

The current interest in new agoras is an exciting development in an academic society, the International Society for the Systems Sciences (Espinosa and Umpleby, 2003). It suggests a willingness to reach out beyond the classroom to people in their workplaces and communities. The Institute of Cultural Affairs (ICA) undertook a somewhat similar effort in education, research, and service in the latter half of the 20th century. We believe that much can be learned about promoting participation on the local level from the experiences of ICA. This article provides a history of this very unusual organization.

THE FIFTIES

The Institute of Cultural Affairs was founded in the 1970s, but the organization that became the ICA had its origins in the years following World War II. At the middle of the twentieth century several trends led to a new view of human society. Technological advances in communication and transportation and the global movements of people during World War II led to an awareness of global interrelatedness. The United Nations was established, and colonialism came to an end. In churches there was a wave of writings, study, and discussion.

The 1954 meeting of the World Council of Churches, in Evanston, Illinois, made a resolution to begin a center for the training of lay people in North America, taking as an example the Ecumenical Institute of Bossey, Switzerland. In 1956, Christian businessmen in Chicago founded the Evanston Institute of Ecumenical Studies and invited Dr. Walter Leibrecht to come from Germany to be the director (Stanfield, 2000).

During this time, a group of faculty members and students at the University of Texas began to study the relationship between their faith and contemporary life. Dr. Jack Lewis founded a group called the Christian Faith and Life Community. Dr. Joseph Mathews and others created a curriculum for students and laity. The Community began to work on the role of churches and congregations in society. In 1962, when Dr. Leibricht returned to Europe, Joe Mathews was appointed dean of the Ecumenical Institute in Chicago. He brought with him a group of people, seven families, who had been experimenting with a disciplined life of worship, study, and service (Stanfield, 2000).

THE SIXTIES

When the seven families moved from Texas to Chicago, their focus was primarily on developing curricula for church renewal. However, in 1963, they relocated from Evanston, Illinois to the west side of Chicago and gradually began an experiment in community development.

From the premise that local communities constitute the basic building blocks of society, the Institute began working in a ghetto neighborhood on Chicago's west side, which became known as Fifth City. Door-to-door interviews and neighborhood meetings provided a way for the local residents to review their many problems and to begin to design practical solutions (Stanfield, 2000).

The work of the Institute was a combination of training in religious and cultural studies. Half of the courses were theoretical and half were practical. In courses and communities, a frequently used method was Focused Conversation, a way of discussing a subject thoroughly so that factual, emotional, rational, and action-oriented considerations would all be covered in a natural sequence (see Figure 1 for a diagram of the structure of the Focused Conversation method). [figure 1 about here] The seven families, and others who joined the Ecumenical Institute residential staff, developed an educational program taught throughout the nation and around the world, beginning in 1965. They also built a community organization in Fifth City, where others had failed. This was done with extremely limited financial resources. In 1965, the first annual summer programs were begun. In 1971, these became Global Research Assemblies. These assemblies brought together ICA staff from around the world for several weeks to reflect on the year's experiences - what had worked and what had not worked. They then revised their methods and programs and made plans for the coming year. The new programs and methods were tried in practice and then subjected to analysis and revision at the next summer research assembly. Some of the later research assemblies drew 1000 people from around the world.


A Self-supporting Financial Structure

What provided significant momentum for the work of the Ecumenical Institute and later the Institute of Cultural Affairs was the full-time, volunteer, residential staff, who became known as the Order: Ecumenical. This group of people was similar to a religious order such as the Franciscans, Jesuits, or Benedictines. The Order: Ecumenical was a self-supporting secular / religious family order, committed to a mission of service in church renewal and community development (and later, organizational development). Members of the Order lived in shared housing and subsisted on a stipend equivalent to the poverty level of the country in which they were working. Certain members were assigned to take secular jobs. Others were assigned to further the research and program activities. Assignments rotated based on what was needed to advance the mission of service. All income was pooled. Individuals, churches, corporations, foundations and other grant-making organizations made charitable contributions to support the program activities (Crocker, 2003).

The Importance of Images and Culture

President Derek Bok of Harvard University in a private meeting with Joe Mathews, in Cambridge, Massachusetts, in the early 1970s, said he believed that the gap between the 15% of the world's population who have access to knowledge, resources and decision-making power and the 85% who do not have access constituted "the moral issue of our times." Subsequently the staff adopted the 15% - 85% dichotomy as a powerful image of the deep societal contradiction ICA programs were intended to help resolve (Crocker, 2003). The people in the Institute felt that the solution to the gap was not fully addressed by the community activism of Saul Alinsky, which was popular in Chicago at the time, or economic development as taught in universities. They felt that "human development" was what was needed.

The Institute staff was familiar with the power of images to influence human behavior (Boulding, 1956). At the time, they were using the social process triangle - political system, economic system, cultural system. The purpose of the triangle was to emphasize the importance of culture in development, an aspect of the social process that tended to be neglected. The ICA was always concerned with the entire social process, but they felt that culture was key. (Crocker, 2003) Perhaps the greatest contribution of ICA has been that the Institute developed ways of dealing with cultural issues as part of meetings devoted to problem solving and planning.

THE SEVENTIES

During the 1970s, the Ecumenical Institute continued to offer curricula through the World Council of Churches. In 1973, the Ecumenical Institute created a new organization, the Institute of Cultural Affairs (ICA). The Ecumenical Institute had been working with churches in the U.S. on community building. As they began to work increasingly with people from other religions and with secular people in corporations, the title "Ecumenical Institute" seemed to be an obstacle. The Institute was perceived as a church organization attempting to spread a particular faith. But what they were trying to do was build communities. Hence, the Institute of Cultural Affairs (ICA) was established as a sister organization to avoid the religious connotations of the title, "Ecumenical Institute."

Initiating Community Development Projects Around the World

After careful study of the methods and programs that had been successful in Fifth City, the Institute accepted invitations to begin similar projects in Australia and the Marshall Islands. These efforts were intended to test the applicability of the methods developed in Chicago in very different settings. On the basis of promising results from the projects in Australia and the Marshall Islands, ICA decided to further test the model of local socio-economic renewal in diverse settings around the world. To ensure comprehensive application of the development model, the ICA obtained invitations from communities in 24 locations representing each of the 24 time zones. After obtaining the blessing of national and regional leaders, community residents joined with national and international consultants to conduct a weeklong conference to identify needs and to create a plan to realize the community's vision for a new future. Perspectives from both inside the community and outside were critical in developing a plan for a Human Development Project. Participants included a cross-section of village residents, resource persons in various disciplines from the host nation and resource persons from outside the nation (Crocker, 2003).

Each project was intended to demonstrate comprehensive village development. There were economic, social and cultural programs dealing with all the problems in the village and involving all the people in the village. Day care centers, small businesses, sports teams for young people, activities for seniors, health clinics, and experimental agricultural plots were established where they were needed. After the planning conference ICA assigned a group of staff members, usually about three couples, to live and work in the community for one or two years, occasionally longer, to do leadership training and to teach the methods of community development.

The first 24 Human Development Projects were established in Fifth City, Chicago; Oombulguri, Australia; Majuro, Marshall Islands; Maliwada, India; Kelapa Dua, Indonesia; Ivy City, Washington, DC; Cano Negro, Venezuela; Kwangware, Kenya; Kapini, Zambia; Isle of Dogs, London, England; El Bayad, Egypt; Inyan Wa Ka Gapi, North Dakota; Delta Pace, Mississippi; Hai Ou, Taiwan; Ijede, Nigeria; Kreuzberg Ost, West Berlin; Kwangyung Il, South Korea; Lorne de L'Acadie, Canada; Nam Wai, Hong Kong; Oyubari, Japan; Sudtonggan, Phillippines; Sungai Lui, Malaysia; Termine, Italy; and Vogar, Canada.

As the Institute of Cultural Affairs began to establish community development projects, it greatly expanded its staff. In 1968, there were 100 people on the staff, all living in Fifth City, Chicago. By 1974, the staff consisted of 1400 adults (counting 600 children in their families) of 23 nationalities (Stanfield, 2000). In the mid 1970s, the staff lived and worked in over 50 locations around the world. Coordinating centers were established in Bombay, Caracas, Hong Kong, Chicago, Brussels, and Kuala Lumpur. The staff became more global in composition and included non-Christian staff members.

Courses and programs continued to reach new audiences (teachers, social workers, business people and professionals). In addition to the Institute's staff, many professional and business people took part in the development projects as volunteer consultants. Their interest in the work of the Institute led to the development of LENS (Leadership Effectiveness and New Strategies), a participatory, facilitated, planning seminar, which has been used by non-profit organizations, government agencies, and private businesses around the world (Spencer, 1989).

Converting Village Projects into Training Schools

Human Development Training Schools were intended to take what had been learned from the first 24 Human Development Projects and spread the experiences and methods to other communities. The first Human Development Training School was started in India due to an invitation, which was actually more of a challenge. Following the Maliwada consult, the head of the State of Maharastra, Chief Minister Chavan, was presented with the consult document. He said, "One renewed village is but a curiosity. However, I have 60,000 villages." This statement prompted serious reflection. As a result a Human Development Training School (HDTS) was established in Maliwada to train community organizers from other villages. The first HDTS reached out to leaders in several other villages. Through the training school, the village of Maliwada eventually sparked development in 232 villages in Maharashtra state.

An even more extensive village movement involved 1000 villages in Kenya, following the successful project in Kawangware, a 'slum' near Nairobi. At one time, ICA had 350 staff people in Kenya, mostly young people from project villages assigned to other parts of the country. Less extensive replication programs were carried out in Indonesia, the Philippines, and with 12 diverse communities in North America. Replicating a community development project is not easy. Many supporting factors were critical to replication. In both India and Kenya (and other nations), replication was possible because it coincided with movements to renew villages that were already present on a national scale. The exodus from villages to cities had for many people intensified the cycle of deprivation. ICA village development work contributed methods and organization to movements that were already operating (Crocker, 2003).

Using the Human Development Projects as the base, Human Development Training Schools were conducted by ICA staff, volunteer consultants, and local people to train community leaders, village volunteers, and government field workers in many countries. Since 1975 the methods have been used in over 1500 communities (Stanfield, 2000).

Town Meetings

At the same time that the multi-year Human Development Projects were starting, ICA developed a way to take the message of local development to many more villages and towns, not just in developing countries but in the U.S. and Europe as well. Town Meeting, or Community Forum, was a one-day program intended to recover the original idea of a town meeting. Town Meetings used the Consensus Workshop method (see Figure 2) to clarify community concerns and create practical plans to tackle local problems by using the community's available resources and cooperative efforts. From 1975 to 1977, in conjunction with the United States bi-centennial celebration, ICA organized one or more Town Meetings in every county in North America, resulting in 5400 events. (Stanfield, 2000) The goal of Town Meetings in the US was to use the excitement of the Bicentennial to encourage community visioning, social analysis, and action planning on the local level. What happened was unique to each community. ICA staff worked with organizations such as the Rotary Club, Lions, Elks, Bank of America, etc. Town Meetings were an early venture in partnering. Partnering would become an integral part of the operating pattern of ICA later on. In holding Town Meetings, ICA obtained support from corporations such asA.B. Dick, McDonalds, and many others.

Town Meetings became global after the U.S. Bicentennial Celebration in 1976. Over 1000 were held in 13 countries in Europe (Stanfield, 2000). A Town Meeting was sometimes an opening event to select a community for participation in a Human Development Project. Town Meetings were also held to carry the experiences of Human Development Projects to many other communities. Their primary purpose was to awaken local residents to the possibility of effective and cooperative local action.

The same workshop methods were adapted for use by groups whose concerns often required a special approach. Other programs, such as the Global Women's Forum and Community Youth Forum were developed. For about eight years, ICA conducted Global Women's Forums in countries around the world.

THE EIGHTIES

In the early 1980s, several programs were being conducted in parallel and reinforcing each other. The Regional Consultation was developed as a way to link the work being done in local communities. A series of 62 Regional Consultations were held. Town Meetings continued to create new activities in communities in many parts of the world. Human Development Training Schools continued to train more local leaders for community development work. The European volunteer movement sent many young people to work in villages in countries around the world (Stanfield, 2000).

Another program focused on unemployed people in urban areas. Training, Inc. was launched in Chicago as a 13-week program in job training and placement. It was replicated for the first time in Chicago in 1979. Thereafter, it was expanded to sites across the US. The training was designed for people who had their high school certificates but were not able to find a job. The program gave them training in computers, accounting, billing, sales, word processing and data entry. In addition to job skills the program focused on changing self-image, personal grooming, behavior, work habits, and life skills. These programs gained a reputation for the depth of their training and their success in job placement (Stanfield, 2000).

Documenting Innovations in Rural Development

In 1982, work began on the International Exposition of Rural Development (IERD). The program was co-sponsored by several UN agencies. Workshops were held to document hundreds of successful projects run by many organizations around the world. The best projects in each area were chosen to be presented at the regional level. The best projects of a region were chosen to be presented at a country conference. Finally, five hundred representatives from projects met in New Delhi, India, in February 1984 for the concluding IERD conference to share their project descriptions. A series of books were published to document the lessons learned from these projects (Institute of Cultural Affairs International, 1985, 1987, 1988).

The members of ICA then began to publish books based on the years of social work in urban communities and rural villages (West, 1986; Bergdall, 1993; Pesek, Elizondo and Dunn, 2000), on ICA's methods of participation (Spencer, 1989; Williams, 1993; Stanfield, 2001; Stanfield, 2003), on the use of the methods in business (Troxel, 1993), in government (Troxel, 1995), in education (Nelson, 2001), in civil society organizations (Burbidge, 1997), and on foundational understandings (Stanfield, 2000).

In the 1980s ICA first packaged its participatory methods for transfer to others, trademarked as the Technology of Participation, or ToPâ. The basic group facilitation methods include the Focused Conversation and Consensus Workshop methods mentioned above and a short-term Action Planning process (see Table 1). [table 1 about here] Over 30,000 facilitators and change agents have benefited from learning and applying these methods in the US alone. The ToPâ series includes numerous advanced courses. The most popular is Participatory Strategic Planning.

A New Financial Model for ICA

In 1984 there was an ICA conference for the entire global staff in Chicago. Expansion throughout the world was creating different local patterns of success and crisis. The rush to do the Human Development Projects and the IERD was over. It was a time for reflection on what ICA had become. Some ICA staff members had begun facilitating problem-solving and planning activities for corporations. They realized they had choices outside of ICA. It had become harder to hold one focus for the organization. Some people were interested in education. Some were interested in women's issues. Some were interested in youth. And there was the growing international component. Most of the innovative work on community development by the ICA was being done outside the U.S. The U.S. and most of the "first world" people were college educated while many of the staff members from the rest of the world were agricultural workers.

Another factor was that long-term financial questions had not been solved. The small personal stipends (roughly $100 per month) were inadequate as children were going to college, parents were retiring and health costs soared. The economics did not work. ICA needed to devise a new financial model for the now global organization.

In 1988, ICA changed its organizational structure from groups of families (the Order: Ecumenical) to a more conventional non-profit organization. Rather than being dependent on professional salaries to support spouses working as community volunteers, ICA now had to think about hiring staff and paying salaries. It changed its method of operation to fit a non-profit organization. Furthermore, the decision was made to divide ICA into separate country-based organizations. As a result, ICA in the U.S. began to reorient its services. After 1988, programs were staffed by paid employees, many of who had once been full time volunteers. ICA did not radically change its mission or philosophy, but it did change its staff compensation model. This change had a great impact on what it was able to do. The Institute was no longer able to do unfunded projects.

THE NINETIES

In the 1990s, ICA's work continued through ICA organizations in 34 countries. The work in the U.S. focused increasingly on facilitation, consultation, training, collaboration, and partnering with other organizations. Each country organization now operates autonomously, under the guidance of a local Board of Directors. Some coordination of the national offices is provided by the secretariat of ICA International (ICAI) in Brussels. The national offices share courses and methods and new ideas.

Some websites are www.ica-international.org , www.ica-usa.org , www.icacan.ca/institute , www.icajapan.org, and www.ica-uk.org.uk.

In 1994 the International Association of Facilitators (IAF) was created by current and former ICA staff and volunteers and many practicing consultants (http://www.iaf-world.org). IAF has an independent voluntary steering committee. Currently IAF's membership in the U.S. is much larger than ICA-USA.

There has also been change in the summer research assemblies. Beginning with the IERD there was a shift from the summer Global Research Assemblies in Chicago to international conferences every four years.

RESEARCH

The ICA conducted research to develop programs that served individuals, organizations and communities worldwide. They were very aware of other approaches to religious studies, personal development, community organizing, and economic development. The religious courses of the Institute were based on the work of Bultmann, Tillich, Bonhoeffer, Neibuhr, Kirkegaard, and many other authors. The secular courses used the work of Hermann Hesse, Jean Paul Sartre, Joseph Campbell, Kenneth Boulding, Carlos Castaneda, Paolo Friere, Lao Tzu, Sun Tzu, Margaret Mead, William Irwin Thompson, and many others. The curriculum and subsequent programs were extensively researched and each had a long bibliography. These materials were discussed in the summer research assemblies in Chicago from the 1960s to the mid 1980s. At the summer meetings, they invited speakers such as Jean Houston, Fritof Capra and Willis Harmon as well as leaders from the UN and other countries.

CONCLUSIONS

The Institute of Cultural Affairs is a very unusual organization. Over the years it has changed its name, its organizational structure, its methods, and its sources of funding in order to adapt to new challenges. Three groups of people have been affected by ICA and its work: 1) The full time staff who initially lived as families in group housing and were self-supporting and who now, in smaller numbers, serve as staff of many non-governmental organizations. 2) Past volunteers who participated in events and programs such as opening a Human Development Project and who then went on to use the methods while taking on leadership roles in their organizations and communities. 3) People in thousands of communities and organizations who have experienced the methods and have taken part in the programs established in the planning exercises.

ICA has worked with many kinds of organizations - universities, churches, communities, corporations, other NGOs, international organizations, and government agencies. Few organizations have touched so many people at all economic levels around the world. And few organizations have been so innovative in creating new means for promoting human development. Critical to its work has been the ongoing process of reflecting on, sometimes naming, and empowering new social movements that take shape in the world. The organization has been innovative in the content and methods of its programs, the networks and partnerships it has formed, and the organizational structures it has created to deliver its programs. As the members of the International Society for the Systems Sciences consider how to increase the use of the methods they have developed, the experiences of ICA illuminate several issues: methods that have proven to be effective in increasing participation, problem-solving, and planning in communities and organizations in many countries; the pros and cons of different organizational structures for delivering these methods; the magnitude of resources (people, funds, and political support) required to introduce facilitation methods in countries around the world; and sources of support for such an endeavor. Learning from the experiences of ICA would increase the effectiveness of future efforts.

ACKNOWLEDGEMENTS

This article borrows heavily from the history of ICA included in Brian Stanfield's book, The Courage to Lead. We have also incorporated comments by Marilyn Crocker on an earlier draft. We are grateful to Gordon Harper and Marilyn Oyler for their reflections on the history of ICA and to Lawrence Philbrook for comments on an earlier draft. For a short history of the Institute, see Van Ruller (2003). For a detailed history, see Griffith (1994). Any errors of fact or interpretation are the authors' contribution.

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