Forum Fundamentals

Every new YPO member wishing to join a forum is expected to participate in a one day Forum Fundamentals training led by a Certified Facilitator. I relate to this day as an initiation of sorts for the new member. It serves as a formal immersion into the twin pillars of forum structure and forum spirit.

  • New members gain knowledge about the basics of the forum system and its rationale for effective functioning.
  • Throughout the day you come to realize the ways in which the 8 Forum Success Principles are interwoven into the operations of a high performing team of learning leaders.
  • You learn the “road rule skills” of how to optimally participate and contribute in a high trust environment.
  • You will appreciate why adherence to these codes and success principles are necessary in crafting a dynamic incubator for growth.

At the same time, Forum Fundamentals training engages the heart of forum. The training invites participants into experiential learning exercises that showcase what a well-run forum look and feels like.

  • You discover how to take well-calibrated and healthy risks; all in the service of developing trust and openness while crafting a safe container that is transformative.
  • Experience how exercising vulnerable power leads to healthy emotional dynamics.
  • Discover the reasons why clean interpersonal processes create deep and fulfilling relationships in forum and in your life.

So, on the one hand, a thorough and thoughtful explanation of the “letter of the law” is essential.

  • This “science of forum” includes strategic thinking and planning, as well as the block and tackle dimensions of the setting.

And, on the other hand, the “spirit of the law” involves an experiential exploration into the dynamics of interpersonal group process.

  • Opportunities to practice the forum protocol principles of empathy, listening, inquiring and sharing, delivers first-hand knowledge of the powerful forum experience that new members have been hearing about.

At the same time, Forum Fundamentals training engages the heart of forum. The training invites participants into experiential learning exercises that showcase what a well-run forum look and feels like.

  • You discover how to take well-calibrated and healthy risks; all in the service of developing trust and openness while crafting a safe container that is transformative.
  • Experience how exercising vulnerable power leads to healthy emotional dynamics.
  • Discover the reasons why clean interpersonal processes create deep and fulfilling relationships in forum and in your life.

So, on the one hand, a thorough and thoughtful explanation of the “letter of the law” is essential.

  • This “science of forum” includes strategic thinking and planning, as well as the block and tackle dimensions of the setting.

And, on the other hand, the “spirit of the law” involves an experiential exploration into the dynamics of interpersonal group process.

  • Opportunities to practice the forum protocol principles of empathy, listening, inquiring and sharing, delivers first-hand knowledge of the powerful forum experience that new members have been hearing about.

Bert has helped my senior management team and me personally. He aided each of our executives to become more aware of our strengths and weaknesses, and how to better play to each other’s strengths. He enabled us to see different options to resolve conflicts that we alone could not see. He assisted me personally by encouraging me to grow into the person he believed I could become. His wisdom has helped me see life another way; a fundamentally more beneficial way.

Reggie Dupre, CEO, Dupre Logistics, LLC., Lafayette, LA

For the years that Bert has served as faculty in our Notre Dame Integral Executive Education MBA program, he has offered powerful learning regarding the complexity of challenges that accompany real change. His areas of expertise involve his understanding of the hidden dimensions of the growth and development process, and how to bring communication skills, conflict management and taking broader perspectives to bear on otherwise intractable problems. Bert is congenial and well liked by the students and faculty, and his presence as a facilitator is complemented by the depth of his understanding of the nuances and sophistication of the Integral model. He is indeed a world-class expert in these regards, and our program has been fortunate to continue to learn from his many gifts.

Leo Burke, Program Director, Notre Dame

Bert is not only a world-class professional trainer, but he does so with a confidence that is complemented by highly attuned interpersonal sensitivity and empathic attunement. People are drawn to Bert as a person, enjoying his openness, authenticity and warmth. I would be delighted to furnish any further information, either written or via telephone, that might assist you in your decision-making relative to Dr. Parlee.

Rick Fort, President, ESM

As a large enterprise level organization moving towards increased global complexity, we needed larger, more empowering frameworks within which to manage our many complications and contradictions. Bert introduced us to Polarity Management and related Integral mental models, allowing us to have next level conversations with new stage concepts. Over the next few years with Bert serving as coach, facilitator, coach and consultant, our leadership team was much better prepared to negotiate the shift from a print to a digital foundation.

Vince O’Brien, President, ESM

In 2008 I was fortunate enough to participate in one of Integral Institute’s Leadership Seminars that was facilitated by Bert Parlee and other world-class integrally informed thinkers. I was so inspired by Bert’s leadership skills and presentation style that I invited him to participate in a transformative initiative being implemented by the Government of British Columbia’s Ministry of Employment and Income Assistance. By means of executive coaching and staff training seminars, Bert pla…

Wayne Reid, Manager: Transformation and Implementation, Government of British Columbia, Provincial Services

Our “next generation” management team training program has been a much smoother process due to Bert Parlee’s expert leadership. There is no doubt in the owners’ mind that Bert has been successful in ways that went beyond the current owners’ thinking and training methods for their next generation team. We are delighted that things are working much better than expected due to Bert’s leadership.

Clayton Smith, CEO, Smith Management Inc., Dallas