Annual Report 2008

The Berkana Institute

Whatever the problem, community is the answer.

It is possible that the next Buddha will not take the form of an individual. The next Buddha may take the form of a communitya community practicing understanding and loving-kindness, a community practicing mindful living. This may be the most important thing we can do for the survival of the earth.
Thich Nhat Hanh

Whatever the problem, community is the answer.

The Berkana Institute works in partnership with a rich diversity of people around the world who strengthen their communities by working with the wisdom and wealth already present in their people, traditions and environment. As pioneers, we do not deny or flee from our global crisis. We respond by moving courageously into the future now, experimenting with many different solutions. Berkana and our partners share the clarity that whatever the problem, community is the answer. We prepare for an unknown future by creating strong and sustainable relationships, by wisely stewarding the earths resources, and by building resilient communities. We rely on the belief that human beings are caring, generous and want to be together.

Dear Friends and Fellow Pioneers,

One of the most commonly heard phrases in the United States today is, Were all in this together. From President Obama and high-level leaders to local school board members and teenagers offering service, this is the mantra of our time.

It has been quite a journey a journey of learning and checking assumptions, of sharing and being vulnerable, of gaining perspective on the connection between the very big picture and the most intimate moments, and on nurturing relationships with each other, ourselves and our places of living, as well as those spaces in between us.
Vanessa Reid, Montreal, Canada

I am heartened by the continuing news coverage of workers who support each others continued employment by taking decreased hours; by the many food banks, shelters and other forms of care springing up in communities across America; by the new National Service Act that encourages public service and promotes volunteerism. On my most recent trip to New Orleans, the plane was filled with a church group volunteering a week of service to the rebuilding efforts, three-and-a-half years after the devastation of Hurricane Katrina. The gentleman sitting next to me said quietly, Im going because its the right thing to do. It seems that America is waking up to both the need and the rewards of being in this together. We may even be waking up to the fact that most people want to help others, want to be generous, and care a great deal about the welfare of neighbors and strangers. We can rely on human goodness (one of Berkanas core values.) These are the first signs of a major turning in the United Statesturning toward one another to discover what we might create together, how we might help each other, how

we might console and strengthen one another. Berkana began working deeply in communities in the Global South starting in 2000. (It seems apt that we began discovering the power of community at the start of this new century of conflict and disintegration.) Many communities, cultures and peoples have taught us that, in spite of the worst external circumstanceswar, famine, abuse, societal collapse, ecological devastation human beings can get through anything as long as were together. We at Berkana are now bringing this simple clarity back home, because we feel strongly that America needs to learn this undeniable truth of human experience. No matter whats going on around us, if we truly believe that were in this together, and we work hard to be there for one another, we can make it through. Yet theres a long journey ahead, filled with many questions about our capacity to give up individualism and truly embrace community. Here are a few:

* Can we get over ourselves? Can we stop focusing on our private needs and open to the greater good, to what will benefit many? * Can we realize that in this intertwined world, if the least among us benefit, we all benefit? If they suffer, we suffer. * Can we let go of our need to blame, to judge, to scapegoatall the thoughtless and hasty ways we separate from each other? * Can we shift away from self-interest and self-protection? And can we do this everywhereat work, at home, in public meetings? * Can we give up fear in exchange for generosity? This is the experiment going on in America. Will we choose to engage wholeheartedly with one another, working together to create healthier communities, persevering through the difficulties and frustrations of working together? Or will we withdraw and hunker down in self-protection, giving up, overwhelmed and exhausted?

If we truly believe that were in this together, we can make it through.

One of my dear friends who has worked endlessly to provide relief and leadership in areas of natural devastation said, Everyday I have to choose not to give up. We, too, have a choice to make every day. We can choose to be in this together. Or not. I am grateful that my dear friends and companions and teachers in Berkana are making the choice to be in this together.

Co-Founder and President Emerita

Margaret Wheatley

Message from the Co-Presidents

Five years ago, we launched the Berkana Exchange, creating a learning network of people around the world who are committed to creating healthy and resilient communities where they live. Today, more than 17 participating places representing 10 countries are in intimate and profound learning relationships with one another.These pioneering leaders are freely sharing their knowledge, ideas and innovations; engaging together in transformative action; and building the foundation for a new worldwide movement of communities that proudly work with the wisdom and wealth already present in their people, traditions and environment. Five years ago, the Art of Hosting was still a nascent movement of practitioners seeking to learn together how to host powerful conversations that matter. As of today, there have been nearly 100 gatherings in more than 20 countries around the world. Berkana has been just one part of this groundswell of people unleashing the power of collective intelligence into organizations and communities. Around the world, people are taking on the challenges of inadequate healthcare, failing schools and threatened food systems by convening gatherings that invite each of us to experiment with many different solutions. Berkanas work has been about creating the conditions for people to self-organize into meaningful relationships that increase their effectiveness in communities. Over the past five years, we have placed most of our attention on doing just that with the Berkana Exchange and Art of Hosting communitiesand today, both of those communities are demonstrating remarkable vitality. In Southern Africa, six different learning centers have formed a network that invites in system-wide shifts in the social, economic and ecological health of the region. In South Asia, several partners are co-creating Swaraj University, an ambitious approach to creating sustainable livelihoods that serve community. In North America, a youth-led community of practice has formed around urban food systems.

We are one among many organizing for action around our most heartfelt commitments.
Globally, a community of inquiry is exploring the power of place to transform human action. Berkana is not at the center of these initiatives: We are one among many organizing for action around our most heartfelt commitments. Now that five more years have passed, we at Berkana recognize that it is time once again to focus on making what weve learned visible by creating new publications and electronic media that share the stories and lessons learned with a broader audience. Now more than ever, we are turning our attention toward home, as we apply what weve learned in communities throughout North America. We thank you for your friendship on this stimulating journey.

Board of Directors

Deborah Frieze, Co-President. Boston, Massachusetts Tom Hurley, Secretary. Richmond, California Manish Jain. Udaipur, India Tim Merry, Treasurer. Yarmouth, Canada Teresa Posakony, Chair. Seattle, Washington Tuesday Ryan-Hart. Columbus, Ohio Bob Stilger, Co-President. Spokane, Washington Margaret Wheatley, President Emerita. Sundance, Utah
Berkana Staff

Deborah Frieze and Bob Stilger

Co-Presidents

Aerin Dunford Deborah Frieze Nitin Paranjape Lauren Parks Lizzie Riesenberg Bob Stilger

Our learning is exponential A belief in human goodness essential The feeling of community more important than the mental Model or theory. It is the feeling that allows me to act clearly From internal intention From collective question The experience that tells me when to sit back and when to make an intervention.
Tim Merry, the Shire, Canada

Local action and trans-local learning as a model for change in uncertain times
There is no universal solution for the challenges of poverty, community health or ecological sustainability. But there is the possibility of widespread impact when people working at the local level are able to learn from one another, practice together and share their learning with communities everywhere. We call that trans-local learning, and we believe that large-scale change emerges when local actions get connected globally while preserving their deeply local culture, flavor and form. In many ways, our work is quite simple. We name communities of pioneering leaders who belong together, connect them to one another, nourish them with wisdom and resources, and illuminate their stories to the world so many more can join in.

I. Name the Community

Pioneering leaders often act in isolation, unaware that they are part of a broader community of kindred practitioners. Berkanas gift to these leaders is noticing who they are and naming the broader community that they could connect to. Through our initiatives, we help form communities of diverse leaders who share similar values and visions. United by purpose and intention, these leaders gain confidence, courage and commitment. They find new energy to stay in the challenges and struggles of pioneering the new. They become an inspiration to others and a powerful source of new knowledge about what works.

II. Connect the Community

In nature, if a system lacks health, the solution is always to connect it to more of itself. A human community becomes stronger and more competent as new connections are formed with those who formerly were excluded or on the periphery, as communication reaches more parts of the system and as better relationships develop. Berkana helps form strong and effective human communities. We design gatherings and host networks of people interested in exchanging ideas and resources.

III. Nourish the Community

Learning communities need to be nourished with many different resources. They require ideas, methods, mentors, processes, information, technology, equipment, money. Each of these is important, but one great gap is that of knowledgeknowing what techniques and processes are available that work well. Berkana helps communities to fill the gaps in their knowledge, leading them to discover, adapt and use techniques and processes that work well in multiple settings. Strong, healthy communities emerge as leaders offer one another new approaches to shared challenges.

IV. Illuminate the Community

It is difficult for any of us to see a new paradigm, even when its right under our noses. If people even notice pioneering efforts, they are most likely to see these as inspiring and temporary deviations from the norm. It takes time, attention and a consistent focus for people to see them for what they are: examples of whats possible, of what our new world could look like. By shining a light on the efforts of pioneering leaders, Berkana is working to develop a high level of public awareness, to attract attention and resources to their efforts, and to encourage others to step forward on behalf of the issues that most concern them.

Our Programs
We are living in a time of large-scale global instability around our systems of food, health, climate, energy, economy and politics. What strategies should we pursue? What actions make a difference? The question we are invited to engage in is how to prepare ourselves for living in a world that looks quite different from the one weve gotten used to. How will our communities and families find stability in an environment that is replete with the unexpected and the unpredictable? The word that comes to mind is resilience: We need to become adaptive to changing circumstances, to recover ourselves in times of chaos. At Berkana, we believe that community resilience is a property of relationship: By being connected to one another, we develop the flexibility we need to find new balance. We need to be connected as pioneers, experimenting with new solutions to chronic challenges. We need to be connected as insiders, working to transform existing systems. And we need to be connected as storytellers, illuminating what our new world could look like. Pioneering the new, transforming existing systems and illuminating the choice: these are the initiatives of Berkana.

Working with Pioneering Leaders

The Berkana Exchange connects pioneering leaders throughout the globe around their shared commitment to making a difference in and beyond their communities. These leaders are developing the capacity to solve their most pressing problems such as community health, ecological sustainability and economic self-relianceby acting locally, connecting regionally and learning trans-locally. They are doing this work at leadership learning centers, places where people gather to develop their capacity as leaders in their organizations and communities. Today, Berkana is working with learning centers in Brazil, Canada, Greece, India, Mexico, Pakistan, South Africa, the U.S. and Zimbabwe. Art of Learning Centering: Cooking Through Chaos In October 2008, 50 people from 10 countries came together for the Art of Learning Centering at Kufunda Village in Zimbabwe. The purpose of this 10-day gathering is to consciously and collectively create a field of shared learning around the practice of hosting places where people gather to create the conditions for communities to become healthy and resilient. Our visit came two weeks before a cholera outbreak and in the midst of Zimbabwes economic and political collapse. Even as their country faced the harshest scarcity, the Kufundees assured us we wouldnt go hungrythough no one was quite sure exactly how we would feed ourselves. Together, a cross-cultural group from all over the world stepped forward

We stand for love and kindness We stand for the future that we are living now The future that many of us dream of and hope for The circle agreements bind us together We need to practice to be together again We need to touch our souls again We need to smile at each other again I am human when I am here I am full when I am here
Sailesi Lusias, Kufunda Village, Zimbabwe

to self-organize in the kitchen. Often cooking over fires when the electricity went out and using the little water that was available, we prepared feasts three times a day. We baked bread on coals in the ground, cooked without oil and experimented with surprising spices. We talked about our dreams, passions and fears while chopping for an hour. If one person was not available to come to the kitchen, another stepped in and the task at hand was accomplished each timein a loving and chaotic way. As a community, we are cultivating the capacity to self-organize in the absence of the resources were used to. When we declare abundance, even in the face of scarcity, what emerges is pioneering leadership that is creative, powerful and joyful.

We are cultivating the capacity to self-organize.

Berkana Fellows: Cultivating Right Livelihood The Berkana Fellows program in India was designed to serve the many younger leaders today who are resisting the lure of the mainstream and struggling to journey on a road of their own making; they have taken bold steps to walk out of their current livelihoods and to walk on to create something new. The program, which ran 2006 to 2008, assembled cohorts of younger leaders through gatherings, learning journeys and dialogues in order to strengthen their local initiatives, raise questions about right livelihood, and enhance their learning through collective sharing. The fellows took on an incredible array of projects, from creating bio-fuel and rethinking how to use waste as an asset to offering herbal medicine and reviving the practice of traditional song as a means of communal expression. We believe many young people are ready to walk their own unique paths, but any number of factors stops them: socio-economic responsibilities, fear and doubt, lack of mentorship or guidance, or simply not knowing how to start. After completing two cohorts of fellows, we are launching Swaraj University, a three-year learning program that enables learners to become self-directed and fulfilled leaders who are connected with their communities and who serve a vision of building livelihoods that bring about social transformation. By being together as a cohort, learners strengthen their knowledge, skills, relationships and inner perspective to facilitate a livelihood and life based on sustainable and harmonious values in communities throughout India.

Transforming Existing Systems

The Art of Hosting is a workshop that cultivates peoples capacity to host conversations about what matters. We believe that one of the most critical needs of our time is for people to once again learn how to engage in deep and meaningful conversations that nurture collective intelligence and lead to wise action. Learning Services allow us to bring what were learning to organizations and communities throughout the United States and beyond through consulting, speaking engagements, dialogues, events and publications.

Art of Hosting: Creating a Community of Place In October 2008, 40 courageous leaders from New York City came together for an Art of Hosting workshop. With the collapse of the banking sector, the timing was perfect for exploring how to lead and engage conversations of transformation and change within our organizations and communities. Participants came from healthcare, financial planning, literacy education, strategic forestry, the AIDS movement, women leading sustainability, and more. We gathered to gain clarity and insight for our efforts, to lead from a place of fearlessness, and to attain our next level of competence as hosts of conversations that matter. Everyone took away tools and practices to bring back homethis we expected. But something else also emerged: a community committed to supporting each other locally across many different sectors. Participants continue to meet twice monthly by phone, inviting one another to offer collective wisdom around each individuals unique challenge. This New York community is learning together how to cultivate transformation in the workplace and resilience in our lives.

Consulting: Creating a Community of Practice In October 2007, Lauri Prest went on a Womens Learning Journey to South Africa hosted by Berkana. Although this was a personal journey, Lauri returned to her corporate position at Providence Care in Kingston, Ontario, with the intention of cultivating a new kind of leadership in healthcare by building a community of practice. Throughout 2008, many members of the Berkana community partnered with Lauri and played key roles with Providence Care. We gathered together to explore how to address the increasing stresses on the healthcare system. These stakeholders acknowledged an overwhelming call for healthcare leaders to use their collective wisdom to ensure that the healthcare system is accessible and effective for all. Through participatory processes such as World Caf, they began to practice a new way of being in conversation together that invited in each participants unique wisdom. This community of practice called together people who had been working separately to solve the same problems. Today, the community is introducing innovation into this complex field and a sense of renewal for each participant.

I am savoring and absolutely embodying the spirit, intent and tools that we sharedespecially the spirit of regard and inclusion. We can and must repeatedly create the conditions for such deep learning and being in other situations.
Frances Baldwin, Georgia, United States, Art of Hosting participant

Illuminating the Choice

Learning Journeys are an opportunity to discover the new forms of leadership emerging beyond our own communities. We believe the rest of the world has something essential and important to teach us about leadership. Meg Wheatley and local pioneering leaders from the Berkana Exchange host groups of up to 20 people for these transformative two-week trips. The Womens Leadership Revival Tour invites women in communities all over North America to gather together in deep reflection and joyous discovery of where women can most meaningfully offer their leadership.

Journey to Southern Africa: Families Learning Together In the summer of 2007, several parents began to dream together about what it would be like to journey to Southern Africa alongside their adult children. It would be an opportunity for families to witness one another go through a lifechanging and mind-expanding experience together. A year later, five families departed for two weeks in South Africa. Participant Nancy Fritsche Eagan said, What surprised me about traveling as a family was that it seemed like we could more deeply feel the ubuntu philosophy of South Africa in a culture that sees everyone as family and where everyone called me Sister or Mama. Families returned to the U.S. with a sense of global community that they didnt have before. In Africa, they had witnessed the capacity of individuals to make a difference by freely sharing their gifts with others. Once home, they found themselves engaging friends, neighbors and co-workers around their experience on the journey and the possibility of being deeply connected to something much bigger than themselves.

Womens Tour: Circles of Leadership After attending a Womens Leadership Revival Tour in Spokane, Washington, Sherry Helmke returned to her community in Tacoma with a Womens Circle Starter Kit in hand. Her idea was to offer conversation circles to as many women as possible, believing that by supporting one another through this tool, women would discover their capacity for leadership. Sherry convened a small group of dedicated changemakers who received a grant to work with seven community-based organizations that support women in transition, such as those overcoming homelessness, drug addiction and abuse, and entering job force training programs. Over an eight-week period, Sherry and her team hosted conversation circles for 70 women. The women, who said they often felt unseen and unheard, had the experience of being part of an intimate community that offered listening and support. One participant described sharing her dream of working to protect the environment. By speaking it, she said, she could see her way forward to pursuing it. Not only have these women found one another, but they also have learned to see themselves as leaders in their communities and as authors of the future they wish for.

I was able to connect to people who know that the relevant dominant notions dont work. I was interested in connecting myself with their stories. I was inspired by the way people are living and thinkingI am not alone anymore.
Noureen Lehri, Pakistan, Art of Learning Centering participant

Making visible the vitality of the community

Participating Places
Abhivyakti Media for Development, India Axladitsa-Avatakia, Greece Community Services Unlimited, United States Durban INK, South Africa Elos Institute, Brazil The GreenHouse Project, South Africa Fisherwomens Association, South Africa Institute of Development Studies Pakistan, Pakistan Kufunda Learning Village, Zimbabwe Lapeng Family Center, South Africa Santropol Roulant, Canada Shikshantar, India Split Rock Learning Center, Canada TLC Farm, United States Uhuru Collective, Zimbabwe Unitierra, Mexico

Regional Learning Communities

North America Feeding Ourselves Sustainably South Asia Fellows Program Southern Africa Regional Learning Collaborative

art of Learning Centering - Zimbabwe art of Hosting hosted by Berkana

Boston, MA, United States Bowen Island, BC, Canada Cochrane, AB, Canada New York City, NY, United States Tampa Bay, FL, United States Whidbey Island, WA, United States

Womens Leadership Revival Tour

Boston, MA, United States Milwaukee, WI, United States Toronto, ON, Canada Vancouver, BC, Canada

Learning Journeys
Parent-Child Learning Journey to South Africa Womens Retreat to Greece

Learning Exchanges
Abhivyakti & Shikshantar to Kufunda Unitierra to Kufunda TLC Farm to Kufunda

Rhyming for a Reason - Boston, Ma

Financial Summary
As for many non-profits, 2008 was a turbulent year which ended with a sharp decrease in fourth-quarter contributions due to the economic environment. Overall, Berkanas income declined 11 percent in 2008, while expenses increased 6 percent. Key factors include a decline in Learning Journey revenue and increases in fundraising and central service expenses due to a larger staff. Fortunately, we entered 2008 with a surplus from 2007, and in combination with recent cuts in spending, we were able to eliminate this shortfall by the end of the first quarter of 2009.

INCOME
Income From Fundraising Donation Income Directed Donation Income In-Kind Donations Fundraising Events Foundation Grants Total Fundraising Income Income From Programs & Other Art of Hosting Learning Services Learning Journeys Berkana Marketplace Other Income Total Programs and Other Income

2008
248,077 84,566 91,692 41,119 101,084 566,538 162,397 170,624 71,802 14,063 1,980 420,866

2007
316,069 83,004 90,358 7,256 147,402 644,089 86,426 109,503 248,754 12,106 6,441 467,075

EXPENSES
Program Expenses Berkana Exchange Art of Hosting Learning Services Learning Journeys Berkana Marketplace Other Total Program Expenses Central Service Expenses Fundraising Expenses

2008
346,573 176,017 165,913 66,208 2,307 1,100 758,118 292,562 43,985

2007
347,614 97,214 141,605 198,479 4,951 789,863 225,489 14,477

TOTaL EXPENSES NET INCOME CUMULaTIVE NET INCOME

1,094,665 -107,261 -29,771

1,029,899 77,490 77,490

TOTaL INCOME

987,404

1,102,987

The Berkana Exchange continues to represent the bulk of our program expenses. We provided funds to learning centers to participate in our annual Art of Learning Centering gathering, as well as to support a variety of learning exchanges. In 2008, Berkana began deeper community of practice work in upcycling and food sustainability, as well as in regional networks in Southern Africa and South Asia. We also continued to support the spreading of the Elos Institutes Warriors Without Weapons program from Brazil to Mexico.

Program Expenses (2008)

less than 1% 9% 22% 23% 46%

Berkana Exchange Expenses

31% 29% 21% 15% 4%

Berkana Exchange Art of Hosting Learning Services Learning Journeys Other

Learning Center Support Art of Learning Centering Communities of Practice Hosting the Trans-Local Community Warriors Without Weapons

The work you engage in is not hard to understand: Its about getting us to open our minds to the possibilities that we not a formal structure or organizationcan make amazing things happen that make a real difference in peoples lives. Once we get our minds and hearts around that, then the work becomes clear and very important.
Abby Shapiro, Boston, Rhyming for a Reason attendee

a Culture of Gifting
Berkana is a growing and adaptive organization with friendship and support coming from many places. You, our community, make it possible for Berkana to increase the effectiveness of leaders who are working to create healthy and resilient communities. A living system requires continuous sustenance. We invite you to make Berkana stronger, more resilient and sustainable by offering the gifts of your wisdom, relationships and resources.

Gift culture is the key to sustainable living and real happiness on the planet. By seeing and valuing our own gifts and the gifts of others, we open the possibility for the organic unfolding our whole beings and for accessing our deepest humanity to ensure the collective well-being of all life on the planet.
Manish Jain, Shikshantar, India

Pioneering
Berkana Exchange harvesting learning - $500 Feeding Ourselves Sustainably sponsor a learning exchange - $1,500 Southern Africa support a community workshop - $750 Swaraj University provide one years tuition - $2,500 Upcycling Portal sponsor video footage - $500

Illuminating
Publications underwrite an article - $2,500 Learning Opportunities support a web conference - $300

Transforming
Art of Hosting provide a scholarship - $1,500 Womens Leadership send a circle starter kit to women in transition - $100

We acknowledge you, our community...

with gratitude.

www.berkana.org
Photos by Chris Corrigan, Aerin Dunford, Nancy Eagan, Deborah Frieze, Jenny Leis, Nitin Paranjape, Lauren Parks, Daniel Seguin, Filiz Telek, Tenneson Woolf Report designed and illustrated by Todd Stewart