CB.15:4.3 - Obtain participants, access and the working agreement

Invite people who can supply the required experience or result. Distinguish the practitioner who explains the work, the facilitator who helps the exchange and the owner who can change an arrangement. OCE.12 supplies the working conversation; OCE.6 supplies a needed assignment or enabling relation.

Agree the question, preparations, time, location or channel, usable material and expected return. State who may see, retain or reuse the material and what needs permission. If a confidential case is essential and cannot be shared, choose a permitted alternative or stop that part of the exchange.

For a visit, obtain a local practitioner who can reveal the important work and answer questions about decisions. Arrange access to relevant activity, people and context. A room of general presentations can explain the organisation while leaving the intended practice unseen.

For an online visit, choose the work that can actually be shown through that medium. A guided screen demonstration and questions may reveal a sequence well; an aspect requiring physical observation remains outside the result. Distinguish live work, a reconstructed demonstration and an illustrative case when interpreting what was seen.

Keep the commitment and authority bounded. Participants may offer their own time but need an employer’s permission for protected work time or data. A person who attends on behalf of a group needs the scope of that representation. If the first action needs no collective commitment, willing individuals can agree it within their own authority.