# Constitution resources Supplementary guidance that is referenced in the XR UK Constitution # Constitution Roles, Policies & Support ## Core role mandates The mandates for the Core Roles are defined by the [Constitution](https://rebeltoolkit.extinctionrebellion.uk/link/1699) (see [section C.2](https://rebeltoolkit.extinctionrebellion.uk/link/1699#2.-roles-within-a-circle---creating-responsibility-for-getting-things-done) to understand why these are needed) and are the same for all circles. You can view all the Core Role mandates on the organism. Click the ⨁ next to each role to see its mandate. Alternatively, if you have a Hub login, you can see the individual mandates on the Hub: * [External Coordinator](https://hub.extinctionrebellion.uk/xrgroups/role?id=1) * [Internal Coordinator](https://hub.extinctionrebellion.uk/xrgroups/role?id=2) * [Group Admin](https://hub.extinctionrebellion.uk/xrgroups/role?id=3) ## Template role mandates These mandates for Template Roles are suggestions which can be used as templates to copy and adapt by any team for their own purposes. Some of them can be used to distribute some of the power in Core Roles, particularly where Coordinator roles get overloaded in busy teams. For example, the Integrator/recruiter role helps build the team, relieving the Internal Coordinator of this part of their role. Links on the Hub are below. If you don't have a Hub login, please go to this list of Template Roles and click the + next to a role to see its mandate. * [Integrator/recruiter](https://hub.extinctionrebellion.uk/xrgroups/role?id=3736) — Identify new team members to take on roles within the team, and supporting them to learn the team agreements and habits, including communication platforms and XR UK’s Ways of Working. * [Communications Lead](https://hub.extinctionrebellion.uk/xrgroups/role?id=7) — Regularly check all the messages coming to the team (email, messaging platforms). Respond to them or pass them on to relevant roles. * [Facilitator](https://hub.extinctionrebellion.uk/xrgroups/role?id=4667) — Guide the team meeting, making sure people are speaking from their role and staying on topic. Cover main agenda items and facilitate decision-making process if needed. * [Budget Holder](https://hub.extinctionrebellion.uk/xrgroups/role?id=6) — Coordinate the finances for the team, including estimating and requesting financial needs, and distributing available finances to meet needs of the team’s mandate. * [Link role](https://hub.extinctionrebellion.uk/xrgroups/role?id=7033) * [Decision-making Link role](https://hub.extinctionrebellion.uk/xrgroups/role?id=7034) ## Elections and appointments to roles * [Integrative Election Process for Roles in XR UK](https://rebeltoolkit.extinctionrebellion.uk/link/841) * [Considered Majority Vote for Roles in XR UK](https://rebeltoolkit.extinctionrebellion.uk/link/847) ## Key Policies * [Co-option Policy](https://hub.extinctionrebellion.uk/xrgroups/policy?id=1) * [Criteria and Conditions for Membership of an XR UK Working Group](https://hub.extinctionrebellion.uk/xrgroups/policy?id=34) * [Harmful Behaviour Policy](https://hub.extinctionrebellion.uk/xrgroups/policy?id=44) * [Representation and Mitigation of Power in Nations/regions](https://hub.extinctionrebellion.uk/xrgroups/policy?id=91) * [Hive Policy on Link Roles](https://hub.extinctionrebellion.uk/xrgroups/policy?id=99) ## Agreements * [Volunteer Agreement](https://actionnetwork.org/forms/xr-data-protection-agreement-2 ) * [Ways of Working](https://rebeltoolkit.extinctionrebellion.uk/link/1599) ## Guidance See the [SOS: Making it work for you](https://rebeltoolkit.extinctionrebellion.uk/books/sos-making-it-work-for-you) book for the main guidance on practical self-organising. Specifically on the Constitution, there is a [Constitution Companion](https://docs.google.com/presentation/d/1eR8kxcqO--Ksxuas8CrVuTk9XmVuiPBnk6vGNTdRAWQ/present) which provides an explainer in simple language ## Training * [Calendar of live SOS training](https://teamup.com/ksv9vuhbv7t718vwqf) * [Rebellion Academy SOS training](https://uk.rebellion.academy/sos) # Integrative Election Process for Roles in XR UK [Note: this guidance is referred to by [Section C.5](https://rebeltoolkit.extinctionrebellion.uk/link/1699#5.-choosing-role-holders---who-has-power-and-how-to-challenge-them) of the XR UK Constitution.] __1. Discuss the role__ The facilitator makes space for questions. Explain the purpose, domains and accountabilities where necessary. This may include, for example, what led to the creation of the role, and the key relationships with other roles and circles. Make sure that everyone is clear on * what this role is responsible for, * how much time and energy it will take, and * what the value of the role is in relation to the circle. Set a term for the appointment. For Internal and External Coordinator appointments, the maximum term is six months. Otherwise, the term is typically three, six or twelve months. __2. Gauge interest from people__ Who has capacity for the role? Whose passions might it engage? If it appears that there may be only one candidate for the role, slow down and triple check that nobody else is interested. You might say something like "If we could offer any kind of support, what support might you need to take on a role like this?" Make sure to encourage people who may not be confident enough to consider the role by listening first to those not already in the role - this gives your circle a chance to reflect on the importance of rotating role-holders and allowing people to experience different responsibilities. For people on the edge of interest or who might love to do the role but don't have capacity you could say "what support might you need to take on this role?”. For people who don't consider themselves available or suitable for the role, but who could be effective in it, might they take confidence from the support of others and the clearing of any blockages? __3. Make nominations__ There are two rounds of nominations. You can nominate yourself or anyone in your team. * In person: write a nomination on a piece of paper and pass it to the facilitator who will read them out. * Online: each person puts a name in the chat and sends at the same time for everyone to see. The facilitator may set up the process — “Type the name in the chat box, but don’t hit Enter. Anyone need more time? No, Ok. Then hit Enter on my count. 3…2…1…Enter” 1. In the *first round* each person gives a reason for their nomination (for example, "I nominated this rebel because they have good relationships with the people they'll need to work with, and a strong grasp of the strategy as it has evolved"). No one may abstain or nominate multiple people for the same role in the first round. 2. In the *second round* each person makes a nomination again, having heard and reflected on each other's explanations (it’s ok to stick with your first choice). No one may abstain in the second round, but nominations for multiple people may be permitted, if this has emerged in discussion of the first round. If anyone has changed their mind, they should give a reason for their new nomination. The intent of this process is to share reasoning, but people may decline to justify their nominations if they feel strongly. They may *not* comment on anyone else's nominations. __4. Make a proposal and check for consent__ Guided by the number of nominations, together with the reasons given for them and the needs of the role (from Step 1), the facilitator makes a proposal for who to appoint. If appropriate, the proposal may include sharing the role between more than one appointee. The facilitator then establishes whether everyone consents to the proposal. This includes the appointee(s), who should be asked last. Seeking consent may sometimes be straightforward if there is a high degree of consensus. If it is more contentious, then reviewing and refining the proposal should follow the Integrative Decision Making process. It may be that the proposal has to be modified to integrate any objections. Once there are no objections to the proposed appointment, * celebrate the appointment, welcome and support the new appointee(s) * allocate an action point, usually to the Group Admin, to update shared records of the appointment (usually on the XR UK Hub). # Considered Majority Vote for Roles in XR UK [Note: this guidance is referred to by [Section C.5](https://rebeltoolkit.extinctionrebellion.uk/link/1699#5.-choosing-role-holders---who-has-power-and-how-to-challenge-them) of the XR UK Constitution.] The steps in the process are:- 1. The facilitator reads out the mandate of the role. 2. The term of the appointment is agreed by the team (normally 3 or 6 months). 3. Anyone willing to stand for the role comes forward or someone else does on their behalf. Nominations can also be made for people who have not put themselves forward, but who others in the team feel might fit the post well. If nominating someone in this way be careful not to put social pressure on anyone to stand if they are unsure [Note 1]. 4. If possible each candidate has someone speak on their behalf [Note 2]. They explain the positive reasons why their suggested candidate would fit the role well (without commenting on other candidates). If there is no one to speak on behalf of a candidate, they can speak for themselves. 5. There is a round of clarifying questions for the candidates. These questions can also be responded to by the candidate or others in the team. 6. A vote is taken. All voting members vote using a secret ballot (private messaging the facilitator if using zoom.) 7. Everyone is asked if they have any objection to the candidate with the most votes being elected. Objections must be valid under the Constitution. Objections are tested using the Integrative Decision Making objection criteria in the XR UK Constitution section 7 f vi. 8. If there are valid objections, the facilitator works with the objector and candidate to integrate the objection. This means looking for a solution which removes the objection but which is also acceptable to the candidate. If an objection cannot be integrated a new election is held without including the candidate objected to. The facilitator decides whether this happens in the same meeting or a future meeting. If there are no objections or if all objections have been integrated, the candidate is elected. __Note 1__ If you put someone forward for a role without discussing it with them previously, and the first they hear of it is in front of a group, the social pressure (especially in large circles) can be very strong (even if meant in a kind way). It could push someone into a role for which they are not ready or emotionally in the right place. Encouraging someone to step into leadership can be a positive thing, but it’s recommended that you discuss the idea with the person before the meeting, giving them enough time to consider whether it’s right for them. __Note 2__ Candidates speaking for themselves can lead to “campaign speeches” which is a group dynamic we would like to avoid in XR where possible. Having someone else speak for the candidate can mitigate this to a great degree and brings the speaker’s perspective and endorsement as well. This is why wherever possible we recommend the candidates have someone speak on their behalf. # The Advice Process [Note: this guidance is referred to by [Section C.7](https://rebeltoolkit.extinctionrebellion.uk/link/1699#7.-how-to-make-decisions---moving-things-forward-together) of the XR UK Constitution.] The Advice Process can be practised in many ways, but they share a common factor, which is that anyone can make any decision within the mandate of their role after seeking advice from 1. other roles who will be meaningfully affected, and 2. people with expertise in the matter. There are two key principles: * __Advice received must be taken into consideration__. The point is not to create a watered-down compromise that accommodates everybody’s wishes. It is about accessing collective wisdom in pursuit of a sound decision. With all the advice and perspectives the decision-maker has received, they choose what they believe to be the best course of action. * __Advice is simply advice__. No one, whatever their role, can tell a decision-maker what to decide. Usually, the decision-maker is the person in the role with a mandate that relates to the decision, or the person who either first noticed the issue or is most affected by it. In practice, this process proves remarkably effective. It allows anybody to seize the initiative. Power is no longer a zero-sum game. Everyone is powerful via the advice process. It's not consensus ================== We often imagine decisions can be made in only two ways: either by a person with authority (someone calls the shots; some people might be frustrated; but at least things get done), or by unanimous agreement (everyone gets a say, but it can be frustratingly slow). It is a misunderstanding that self-management decisions are made by getting everyone to agree, or even involving everyone in the decision. The advice-seeker should take all relevant advice into consideration, but can still make the decision. Consensus may sound appealing, but it's not always most effective to give everybody veto power, which effectively leads to 'minority rule'. In the advice process, power and responsibility rest with the mandate to make the decision. Ergo, there is no power to block. Ownership of the issue stays clearly with the mandate-holder. Convinced she made the best possible decision, she can see things through with enthusiasm, and she can accept responsibility for any mistakes. The advice process, then, transcends both top-down and consensus-based decision making. Benefits of the advice process ====================== The advice process allows self-management to flourish. [Dennis Bakke](https://dennisbakke.com/dennis-bakke/), who introduced the practice at the American power-generation company [AES](https://en.wikipedia.org/wiki/AES_Corporation) (and who wrote two books about it), highlights some important benefits: creating community, humility, learning, better decisions, and fun. * __Community__: it draws people whose advice is sought into the question at hand. They learn about the issue. The sharing of information reinforces the feeling of community. The person whose advice is sought feels honoured and needed. * __Humility__: asking for advice is an act of humility, which is one of the most important characteristics of a fun workplace. The act alone says, "I need you“. The decision-maker and the adviser are pushed into a closer relationship. This makes it nearly impossible for the decision-maker to ignore the advice. * __Learning__: making decisions is on-the-job education. Advice comes from people who have an understanding of the situation and care about the outcome. No other form of education or training can match this real-time experience. * __Better decisions__: chances of reaching the best decision are greater than under conventional top-down approaches. The decision-maker has the advantage of being closer to the issue and has to live with responsibility for the consequences of the decision. Advice provides diverse input, uncovering important issues and new perspectives. * __Fun__: the process is fun for the decision-maker, because it mirrors the joy found in playing team sports. The advice process stimulates initiative and creativity, which are enhanced by the wisdom from knowledgeable people elsewhere in the organiaation. Steps in the advice process ===================== There are a number of steps in the advice process: 1. Someone notices a problem or opportunity and takes the initiative, or alerts someone better placed to do so. 2. Prior to a proposal, the decision-maker may seek input to sound out perspectives before proposing action. 3. The initiator makes a proposal and seeks advice from those affected or those with expertise. 4. Taking this advice into account, the decision-maker decides on an action and informs those who have given advice. Forms the advice process can take ======================= Because the advice process involves taking advice from those affected by a decision, it naturally follows that the bigger the decision, the wider the net needs to be cast. For minor decisions, there may be no need to seek advice. For larger decisions, advice can come through various channels, including one-to-one conversations, meetings, or online communication. Some organisations have specific types of meeting to support the advice process, or follow formal methods. The [Integrative Decision Making process](https://rebeltoolkit.extinctionrebellion.uk/books/xr-uk-constitution-guides-and-resources/page/objection-testing), which XR UK uses for governance decisions, can be seen as a formal variety of advice process. Some organisations choose to have circles made up of representative colleagues who go through the advice process on behalf of the whole organisation. When decisions affect large numbers, or people who cannot meet physically, the process can be held online. * The mandate-holder can post a proposal on the [UK Forums](https://forums.extinctionrebellion.uk) and call for comments and then process the advice they receive. * The team can use decision-making software like [Loomio](https://www.loomio.org/), a free and open-source tool, or [Murmur](https://www.murmur.com/), which embodies Integrative Decision Making. The process for using the advice process on Loomio: start a discussion to frame the topic and gather input, host a proposal so everyone affected by the issue can voice their position, and then the final decision-maker specifies the outcome (automatically notifying the whole group). [Equal Experts](https://www.equalexperts.com/), a UK network of software consultants, specialising in agile delivery, has written an [open playbook](https://advice-process.playbook.ee) to share their ongoing experience of a real-world implementation of the Advice Process (the organisation had approximately 1100 members in 2021). Underlying mindsets and training ================================== The advice process is a tool that helps decision-making via collective intelligence. Much depends on the spirit in which people approach it. When the advice process is introduced, it might be worthwhile to train colleagues not only in the mechanics but also in the mindset underlying effective use. The advice process can proceed in several ways, depending on the mindset people bring to it: * The initiator can approach it authoritatively ("I don't care about what others have said" or, alternatively, "I fully comply with what others - someone highly respected, or the majority - have said"). * They can approach from a perspective of negotiation or compromise ("I'll do some of what they say so they're happy, but it will increment my frustration levels by 1"). * They can approach it co-creatively, which is the spirit of the advice process ("I will listen to others, understand the real need in what they say, and think creatively about an elegant solution"). Role modelling =============== Coordinator roles in teams need to be role-models. Successfully distributing authority requires careful, proactive effort. Roles and mandates support this, but Internal and External Coordinators can help further by modelling and demonstrating the advice process in their own decisions. Other team members will take cues from their behaviour. Modelling and demonstrating can take several forms: * When you want to make a decision, pause and ask: Am I the best person for this decision? (That is, does it fall principally within my mandate? Might it also affect others' mandates? Am I most closely linked to the decision, or the person with most energy, skill, and experience to make it?). If not, ask the role you think is better placed to take the initiative. If they don't want to, you might be best placed after all. * If you are the right person to make a decision, identify those from whom you should seek advice. Approach them and explain what you are doing. ("I'm using the advice process. Here is an opportunity I see. This is the decision I propose to take. Can you give me your advice?"). You can also share who else you are asking for advice. Once you've received advice and made your decision, inform those you consulted (and anyone else who should know). * When colleagues ask you to make a decision ("What should I do?"), instead ask them "What is your proposal?". Share your advice and suggest who else to ask. Remind them the decision is theirs. For many of us, unlearning the habit of making all the decisions is hard. It requires commitment and mindfulness. If you find yourself falling into the old pattern, take the opportunity to acknowledge your mistake, and restate the importance of the process. This can turn a mistake into a powerful learning moment. Better habits are formed through repeated practice. [Note: this text is largely copied, with light adaptation, from a [longer one](https://reinventingorganizationswiki.com/en/theory/decision-making/) that is part of the [Reinventing Organizations Wiki](https://reinventingorganizationswiki.com/). Copyright belongs to the original creators of that text. [Note: Once we have got more of our resources in order, David as SOS Resource Steward will contact Frederic Laloux to check this is OK. He has been a friend to XR in the past.]] # Objection testing [Note: this guidance is referred to by [Section C.7](https://rebeltoolkit.extinctionrebellion.uk/link/1699#7.-how-to-make-decisions---moving-things-forward-together) of the XR UK Constitution.] When a proposal is brought using the Integrative Decision Making process, the facilitator asks each member of the team if they have any objection. If there is an objection, the facilitator tests it by asking questions to determine whether it is valid within the terms of the Constitution. Integrative Decision Making aims to integrate all valid objections to a proposal. To be valid, an objection must meet all of the following criteria, which can be addressed in any order:- |Criterion|Valid|Not valid| |----|----|----| |The proposal causes **harm** - where harm is defined as degrading the ability of the circle to achieve its mandate |Is your concern a reason the proposal causes harm? or… |… Is your concern that the proposal is unneeded or incomplete? | |The proposal limits the objector from achieving the mandate of one of their roles |Would the proposal limit one of your roles? or… |… Are you trying to help another role or the circle in general? | |The objection is created by the proposal and does not exist already |Is the harm created by this proposal? or… |… Is it already a concern, even if the proposal were dropped? | |The objector is reasonably sure the harm will happen or doesn’t consider the proposal safe enough to try |Would the proposal necessarily cause the impact? or… |… Are you anticipating that this impact will occur? (If "Yes," ask the next question) | | |Could significant harm happen before we can adapt? or… |… Is it safe enough to try, knowing we can revisit it at any time? | If the grounds for objection are that the proposal goes against a policy of the circle or its broader circles, or breaks a rule in the Constitution, or clearly violates XR’s [Principles and Values](https://extinctionrebellion.uk/the-truth/about-us/) or [Volunteer Agreement](https://actionnetwork.org/forms/xr-data-protection-agreement-2) then the objection is automatically valid. #### Facilitating Integration * It is up to the proposer to see if they can find a way of integrating a valid objection. * They can ask the objector for help with this: “What can be added or changed to remove that issue?” * Or ask for contributions from anyone to resolve the issue. * With each suggestion, the question for the objector is “Would this resolve your objection?”, and the question for the proposer is “Would this still address your tension?” [Note: Parts of this text are derived and adapted from the [Governance Meeting Process](https://holacracyreference.s3.us-east-2.amazonaws.com/Governance+Meeting+-+Reference+Card+Facilitator+-+v5.0.112921+(1).pdf) published by [HolacracyOne](https://www.holacracy.org/holacracyone/about) with permission, © HolacracyOne, LLC.] # Decision Making Processes [Note: this guidance is referred to by [Section C.7](https://rebeltoolkit.extinctionrebellion.uk/link/1699#7.-how-to-make-decisions---moving-things-forward-together) of the XR UK Constitution.] This page includes some basic steps and then details specific decision making processes. It is aimed mainly at facilitators. These decision making processes are alternatives to [Integrative Decision Making (IDM)](https://rebeltoolkit.extinctionrebellion.uk/link/1699#bkmrk-f.-the-facilitator-m). **They can be used in settings where IDM is not required by the Constitution.** A fair process helps to get people on board with a decision that may not be their first choice. If people feel what they care about has been heard and the decision is made for a legitimate reason, they are more likely to accept it and remain engaged with the group. Finding a way to balance a fair process with an efficient one is the fine arts of facilitation! ### Consent Based Decision Making The overarching approach we recommend taking to decision making is consent based decision making. **Consent based decision making is about finding an option that sits within everyone’s range of tolerance** (“OK, I can live with it”), not their range of preference (“I love it”). This is because finding a proposal that everyone loves will be really difficult while finding one that everyone can live with will be a lot easier. Let’s go with a proposal that’s good enough, rather than trying to perfect it. Explain this approach to the group before starting the decision making process. ### Tips for before starting the process **It’s good to be clear about the type of decision making process that will be used before the process starts**. This way people will set their expectations, for example, whether they will have to accept what the majority wants to do or whether the proposal will be changed based on their concerns. Always state the decision making process and give a brief explanation before starting it. Don't get into endless discussions about what process to use, you should decide how to decide as their competent and confident facilitator. Most decisions are time-bound, especially during rebellions, so decisions have time limits. Getting clear on the time limit before the meeting and stating it at the start will help the group understand why you’re using a specific decision making process, e.g., “the police will make arrests within 5 minutes, so we’re going to do a majority vote”. ## 1. Fist to Five Fist to Five is a decision making process which allows people to state more than yes or no. This is very similar to consent except that people can give more nuanced responses. It’s important to people to be able to express dislike, so we need to give them a way of doing it that's not a block. They can state any of the following options: [](https://rebeltoolkit.extinctionrebellion.uk/uploads/images/gallery/2023-06/FistTo5.png) Follow the steps for either a meeting or people’s assembly as described above, then: (Explain the instructions very slowly, maybe even twice. Don’t be rushed yourself or people will feel rushed and they don’t like it.)