Forum Support Services

The Forum
Resource Hub

For members who are new, moderating, or ready to go deeper.

Welcome to Forum

New to Forum, or preparing for your first meeting? Start here.

📖 The Member Path — three stages, from your first meeting to going deeper →

Foundations The principles that set forum apart from other groups
The Structure The agreements and roles that hold the container

Structure gives forum its durability: attendance as commitment, a constitution the group writes together, defined roles, and an annual retreat.

Inside the Meeting

Three articles for moderators, plus guides and tools for running meetings.

🗓 The Moderator Path — three stages, from setting up to year three →

Meeting Structure · 6 min The Monthly Update Five minutes that set the tone for everything Read article → Presentations · 7 min The Deep Dive Presentation One hour, one person, real connection Read article → Advanced · 7 min Conflict & Repair What to do when the group tears Read article →
30+
formats

Update Formats Library

Creative Update Formats

More than thirty formats from ten years of practice: emotion-led, reflective, compressed, identity-focused, seasonal, flipped, and 5%-targeted.

Practice Guide

Virtual Forum Best Practices

Forum was built for meeting in person, and it also works on video, as its own format with its own advantages and disciplines.

Read the full guide →
  • An agenda of about three hours, shaped to hold the work of a four-hour in-person meeting
  • Higher attendance and no geography barrier
  • Setup, mute discipline, and the traps video makes easier to fall into
  • For some members, the slight distance of a screen makes it easier to go deeper
HBR
PDF

Harvard Business Review · May 2022

How to Get the Most out of Peer Support Groups

By Boris Groysberg and Robert Russman Halperin. An overview of peer forum benefits, best practices, and common challenges.

Read the HBR article → Download

Getting Started

Your orientation guide and the worksheets you'll use at every meeting.

Print & Bring Worksheets to download and print before meetings

For Members · 20 pages

Update and Presentation Prep Pack

Five update worksheets, the deep dive preparation guide and both presentation formats, seven emotion wheels, and the Hesse Partners five core emotions grid.

Read the Prep Pack → Download

Prefer to do it on screen? The Emotimatic is an on-screen companion to those emotion wheels: describe what's happening and it helps you find the word for it. The Five Core Emotions grid is online too.

Your Toolkit

Guides, templates, and tools for running meetings.

Print & Bring Quick reference for meeting day

For Moderators · 5 pages

Moderator Field Kit

Quick reference for running meetings, standard and short agenda templates, and a side-by-side comparison of all five update formats.

Read the Field Kit → Download

Go Deeper

Exercises, assessments, books, card decks, and an AI assistant.

A Library of Forum Exercises

Activities organized by purpose: trust-building, depth, conflict, and celebration.

Browse the Exercise Library → 20+ exercises with setup instructions, timing, and moderator notes.

Know Yourself Better

Tools that give members a shared language for their inner lives. Take them and bring your results.

Assessment

Enneagram

9 types — core fears, desires, and the strategies we use to survive

↻ flip

Forum Connection

The Enneagram explains why people react the way they do under stress. A Type 8 pushing back isn't being difficult — they're protecting. A Type 9 going quiet isn't checked out — they're preserving harmony.

Take it: enneagraminstitute.com (RHETI) [1]

↻ flip

Assessment

DISC

4 behavioral styles — how you act, not who you are

↻ flip

Forum Connection

Dominance types drive toward resolution. Influence types keep it light. Steadiness types absorb tension. Conscientious types need more data. Knowing the group's DISC profile helps a moderator calibrate pace and depth.

Take it: 123test.com [2]

↻ flip

Assessment

CliftonStrengths

Gallup — 34 themes, your top 5, what you do naturally well

↻ flip

Forum Connection

Strengths can become liabilities in a group. Achiever drives but can't slow down. Empathy absorbs but can lose itself. Command leads but can crowd others out. In Forum you can see your strengths in action, and notice when they're working against you.

Take it: gallup.com/cliftonstrengths [3]

↻ flip

Assessment

Saboteur Assessment

Shirzad Chamine / Positive Intelligence — the inner voices that undermine you

↻ flip

Forum Connection

Chamine's saboteurs — the Judge, the Stickler, the Avoider [4] — are immediately recognizable in forum presentations. When someone is stuck, there's usually a saboteur running the show. Naming it out loud is often what gets them moving.

Take it: positiveintelligence.com [4]

↻ flip

Assessment

Myers-Briggs

16 types — how you take in information and make decisions

↻ flip

Forum Connection

Introverts need processing time before they speak — build it in. Feeling types need relational safety before they'll go deep. Knowing the group's type distribution helps a moderator design meetings that work for everyone, not just the loudest members.

Take it: 16personalities.com [5]

↻ flip

Assessment

Attachment Style

Secure, anxious, avoidant, disorganized — how you connect under pressure

↻ flip

Forum Connection

Attachment patterns show up every meeting. Anxious members over-share, seeking reassurance; avoidant members deflect with humor or stay abstract. Understanding your own pattern changes how you hear feedback and how you offer it. Forum is one of the few places these patterns become visible in real time.

Take it: attachmentproject.com [6]

↻ flip

The Forum Bookshelf

Books, frameworks, and resources, with notes on what's useful in forum.

A book can do three things here. It can give you words for what's happening inside you — people with finer-grained language for their inner life turn out to navigate it differently. It can show you your own pattern in someone else's story, far enough away to look at it instead of through it. And it can show that your private experience has been had before, and described precisely — the same discovery forums are built on. Books work best one at a time: chosen for a question you're living, read slowly enough to argue with, and brought to the meeting as what you noticed, not what you learned.

Every book here was put forward by someone in the forum community. It isn't a best-of leadership list, and it isn't complete. Some books are about the group itself: saying the hard thing, staying present when someone else does, what makes a group safe enough for the truth. Others are about what members carry in: the transition years, the patterns that follow you from relationship to relationship, the question of what all the achievement was for. If a book has mattered to you, add it: tell your moderator or send it our way.

Drawn from the Shared HBS Experience

Exercises built on what every member has in common: the same school, the same anxieties, the same before-and-after.

Card Decks for Forum

Physical card decks for your meetings.

Build your toolkit: one from each category

Reflective · Playful · Values · Strategic — four decks that work together across a year of meetings

Forum Sage

An AI assistant trained on forum best practices. Ask it anything about running your group.

Ask it about a difficult member, a meeting that went flat, a presentation you don't know how to hold.

Forum Sage is an AI assistant. It will occasionally make mistakes or miss nuance that a human facilitator would catch.

For guidance on what to share and what to keep general, read the Forum Sage guide. For a deeper look at privacy, read the privacy deep dive.

Prefer a real conversation? Get in touch →

Try asking:

Forum Sage

I'm an AI assistant trained in forum methodology. What's happening in your forum?

Sources

[1] per The Enneagram Institute, “The Enneagram Institute.” https://www.enneagraminstitute.com/

[2] per 123test, “DISC Personality Test.” https://www.123test.com/disc-personality-test/

[3] per Gallup, “What Are the 34 CliftonStrengths Themes?” https://www.gallup.com/cliftonstrengths/en/253715/34-cliftonstrengths-themes.aspx

[4] per Positive Intelligence, “Take the Saboteur Assessment.” https://positiveintelligence.com/saboteurs/

[5] per 16Personalities, “Free Personality Test.” https://www.16personalities.com/free-personality-test

[6] per The Attachment Project, “Attachment Style Quiz.” https://www.attachmentproject.com/attachment-style-quiz/

[7] Fierce, Inc. (Susan Scott), “About Fierce.” https://fierceinc.com/about/

[8] Fierce, Inc., “Mining for Solutions: How to Empower Your Employees to be Problem Solvers.” https://fierceinc.com/mining-for-solutions-how-to-empower-your-employees-to-be-problem-solvers/

[9] Fierce, Inc., “Here’s Why Different Perspectives Lead to the Best Ideas.” https://fierceinc.com/different-perspectives-lead-to-the-best-ideas-here-s-why/

[10] Wiley, A Hidden Wholeness: The Journey Toward an Undivided Life, 20th Anniversary Edition. https://www.wiley.com/en-us/A+Hidden+Wholeness:+The+Journey+Toward+An+Undivided+Life,+20th+Anniversary+Edition-p-9781394235070

[11] The Table Group (Patrick Lencioni), “Five Dysfunctions of a Team.” https://www.tablegroup.com/topics-and-resources/teamwork-5-dysfunctions/

[12] The Table Group, “Personal Histories Exercise.” https://files.tablegroup.com/content/download/personal-histories-exercise

[13] Penguin Random House, Finding Meaning in the Second Half of Life by James Hollis. https://www.penguinrandomhouse.com/books/294336/finding-meaning-in-the-second-half-of-life-by-james-hollis/

[14] Conscious Leadership Group, “The 15 Commitments of Conscious Leadership.” https://conscious.is/15-commitments

[15] Conscious Leadership Group, “What Does it Look Like to Feel Emotions Consciously?” https://conscious.is/blog/what-does-it-look-like-to-feel-emotions-consciously/

[16] Conscious Leadership Group, “How to Use the Drama Triangle at Work.” https://conscious.is/blog/how-to-use-the-drama-triangle-at-work/

[17] Bill George, “HBS: The Truth About Authentic Leaders.” https://billgeorge.org/article/hbs-the-truth-about-authentic-leaders/

[18] Harvard Business Review Press, Getting Unstuck by Timothy Butler. https://store.hbr.org/product/getting-unstuck-a-guide-to-discovering-your-next-career-path/2254?sku=14821-PBK-ENG

[19] Robert Kegan and Lisa Laskow Lahey, “The Real Reason People Won’t Change,” Harvard Business Review, November 2001. https://hbr.org/2001/11/the-real-reason-people-wont-change

[20] Penguin Random House, Designing Your Life by Bill Burnett and Dave Evans. https://www.penguinrandomhouse.com/books/249885/designing-your-life-by-bill-burnett-and-dave-evans/

[21] Designing Your Life, “The Magic of Odyssey Planning: Prototyping Three Futures.” https://designingyour.life/insights/the-magic-of-odysseys-prototyping-your-future-with-designing-your-life/

[22] Amir Levine and Rachel Heller, “Q&A with authors Amir Levine and Rachel Heller,” Attached the Book. https://www.attachedthebook.com/wordpress/qa/

[23] Harvard Business School Executive Education, “Scott Snook.” https://www.exed.hbs.edu/executive-fellow-scott-snook

[24] Harvard Business School, “Authentic Leadership Development” syllabus, Fall 2009. https://www.hbs.edu/rethinking-the-mba/docs/harvard-business-school-authentic-leadership-development-syllabus-fall-2009.pdf

[25] per The School of Life, “Know Yourself Prompt Cards.” https://shop.theschooloflife.com/products/know-yourself-prompt-cards

[26] per The Skin Deep, “{THE AND} Self Deck.” https://shop.theskindeep.com/products/the-and-self-deck

[27] per Clean Change Company, “Clean Change Cards.” https://cleanchange.co.uk/product/clean-language-cards/

[28] per Make Big Talk, “Big Talk.” https://www.makebigtalk.com/

[29] per We’re Not Really Strangers, “We’re Not Really Strangers Card Game.” https://www.werenotreallystrangers.com/products/not-really-strangers-card-deck

[30] per BestSelf Co., “Icebreaker Deck.” https://bestself.co/products/icebreaker-deck

[31] per metaFox, “What Really Matters! Deluxe Bundle.” https://metafox.eu/en-us/products/deluxe-bundle-what-really-matters

[32] per Discover Your Values, “The Values Deck.” https://www.discoveryourvalues.com/the-values-deck

[33] per BestSelf Co., “Core Values Deck.” https://bestself.co/products/core-values-deck

[34] per Pip Decks, “Workshop Tactics.” https://pipdecks.com/products/workshop-tactics

[35] per IDEO, “IDEO Method Cards.” https://www.ideo.com/journal/method-cards