Incident Method

The Incident Method is an eight-step peer-consultation structure: the presenter tells one incident without its ending, so the group analyses it blind. First they state their question in one sentence, then describe one concrete moment and stop right before the difficult choice; the group asks about the facts, analyses what is going on while the presenter listens, and then everyone writes down what they would do themselves. Only then does the presenter tell what they actually did or will do, everyone names one insight, and the group looks back at the conversation itself. Made for standing groups of five to eight colleagues who want to work a concrete situation through to a decision — not for a presenter who mainly wants to be heard, and not for a question without one identifiable moment.

Check one thing before the first run: does the presenter have an incident, and not a condition? An incident is one moment with a choice in it — the student who walks out and slams the door, the parent who stands up in the middle of the meeting. "Things have been difficult with that class for months" is not an incident, and without a moment there is nothing to analyse without an ending. Ask for something from the past few weeks, with a place, a time and a sentence that was actually said.

Group size

circle of 5–8 colleagues

Duration

40–50 min per case

Level

upper secondary+ · teams

Materials

pen and paper, a board for the question

Format

one circle, one presenter per round

Goal

examine the action before judging it

The flow at a glance

38 min total
the presenter speaksthe groupin writing first, then in turntogether

The minutes above are a starting point, not a script: whoever prepares the structure sets the time per step. The thirty-eight minutes of steps become forty to fifty in practice, once settling into the circle and the reflection at the end are counted. Two steps carry the method and keep their time — the ten-minute analysis and the seven minutes of alternatives; the short steps around them can be tighter. With five colleagues the alternatives are read out in five minutes; with eight, seven minutes is just enough.

Step-by-step instructions

8 steps

Formulate the question

3 minthe presenter speaks

The presenter states in one sentence what they want to learn from the group. If the question is too broad, the facilitator or the group helps sharpen it; it goes on the board.

Describe the incident

4 minthe presenter speaks

They describe one concrete moment — what happened, who was there, what they said — and stop before telling how it ended.

Clarifying questions

3 minthe group

Participants ask about the facts, not about the why and not about the ending; the presenter answers briefly and as factually as possible.

Analysis

10 minthe group

Participants discuss together what is going on: which interests and expectations collide here? No solutions yet. The presenter listens and does not correct.

Share alternatives

7 minin writing first, then in turn

Everyone first writes down for themselves what they would do here and from what stance, then says it briefly — no discussion in between.

The presenter responds

3 minthe presenter speaks

The presenter tells what they actually did or will do, relating it to the alternatives they heard. The group may ask questions to make it concrete, no discussion.

Formulate insights

5 mintogether

Every participant says in turn which insight this session gave them — about themselves, not about what the other should do. The presenter joins in.

Reflection on the session

3 mintogether

The group looks back at the course of the session, not at the case: where did the inquiry get sharp, where did it slip, what will we do differently next time?

One incident per round. A second presenter starts again at step 1; the player runs one round per name entered in the preparation and closes with the reflection questions.

Why does this work?

Whoever knows how a story ended judges it; whoever does not has to think for themselves. That is the whole construction of the Incident Method, and the seven other steps stand around it to make that one construction work.

Without an ending there is nothing to judge

In an ordinary case discussion the presenter tells what they did, and the group says whether that was right. Here they stop right before the choice, so the group can do only one thing: work out for itself what is going on and what it would do. That changes who is exposed — not the presenter, who has given nothing away yet, but the group, which has to think out loud. So guard the ending strictly: interrupt with "stop, I don't want that part yet" the moment they slide towards the outcome, and ban the question "and then?" in step 3. One ending let slip and the method has become an advice session.

First what is going on, then what you would do

The analysis in step 4 is the longest step and the only one without solutions: which interests collide here, which expectations, what is underneath the incident? The presenter listens and may not correct — not even when the group has it wrong, because what the group misses is itself information about how their situation looks from outside. Whoever lets solutions into the analysis gets the same advice seven times in step 5; whoever holds them off for ten minutes gets seven different ones, because everyone has meanwhile built their own picture of the incident.

Write first, then speak

In step 5 everyone first writes down for themselves what they would do and from what stance, and only then does everyone speak in turn, briefly, without discussion. Without the writing, the first speaker talks everyone else's answer out of their head, and the presenter hears one alternative in seven variations. With the writing they hear seven — and the stance next to it ("I would be strict, because…") is what turns a tip into a choice. What matters is the range, not the best one: the presenter chooses for themselves in step 6.

When it fits, when it doesn't

When it fits

  • With one incident that has a choice in it. A student who walks out, a parent who raises their voice, a colleague who says something in the meeting that you cannot let pass — and the question: what do I do in that moment? The sharper the moment, the better the method works.
  • When the team does not know how to act. Everyone recognises the situation and nobody knows what they would do. The alternatives round then yields more options for action in seven minutes than half an hour of discussion — because they were written down before anyone set the tone.
  • With an incident that is still to come. The structure works forwards too: "the meeting with that parent is on Thursday — what do I do if he starts on the grades again?" In step 6 the presenter then says not what they did but what they will do — having heard seven alternatives before choosing.
  • In a standing peer-consultation group that can already listen. Eight steps and three quarters of an hour ask for a group that knows the presenter stays silent in step 4 and that "why did you do that?" is not a question. After two or three rounds of trio advice or the Gossip Method a group is ready for it.
  • As the whole subject of a session. Not as an agenda item next to five others: one incident, three quarters of an hour, and the reflection at the end. A second incident fits in the same session when there is an hour and a half and a break in between.

When it doesn't

  • Without one identifiable moment. "Things are difficult with that class" has no ending to withhold, and so nothing to analyse blind. Ask the presenter for one moment out of those difficult months — the lesson where it tipped, the conversation that went wrong. If it stays a pattern rather than a moment, Dominant Ideas is the better structure: it looks for the beliefs underneath the pattern.
  • When the presenter mainly wants to be heard. The Incident Method examines action and ends with alternatives; someone who mainly wants to hear what their situation sounds like from outside, without advice, is better served by the Gossip Method — five steps, no alternatives round, and the presenter says at the end what they take away.
  • With a question of values instead of an action. "May I promise a student something I am not sure of?" has no incident but a dilemma, and the answer is not an alternative but a stance. That is what the Socratic conversation is made for: the same group, more time, and the four virtues as a language.
  • With less than three quarters of an hour. Eight steps can be shortened but not halved: under thirty minutes either the analysis or the alternatives round dies, and those are the two steps that carry the method. If you have half an hour, take trio advice — the same listening move in threes, a quarter of an hour per question — and keep the incident for a session with time.
  • With a group that has only just met. Ten minutes of analysing out loud while the presenter listens takes a trust that is not there yet in a first meeting; the group stays on the surface and the alternatives come out polite. Start such a group with trio advice, and come back here after two or three sessions.

Examples by context

Teaching team"A student walks out mid-lesson and slams the door. What do I do in that moment?" — the incident from the preparation screen, and the classic example of a moment with a choice in it.
Form tutors and pastoral careA parent who says in the middle of the ten-minute meeting that the school is destroying their child. The group analyses what sits under that sentence before anyone hears what the tutor said back.
School leadershipA colleague who says out loud in the staff meeting that the new timetable is "another management idea". Seven alternatives for what the head of department can do in that moment — and then what they did.
Health and social careA client who does not open the door during the home visit but is clearly in. The same eight steps; the analysis is about interests and expectations, not about the client.
Vocational and higher education placementsA trainee whose mentor gives them a task that goes against the college's instructions — and the moment they have to say something about it. Peer consultation in training programmes exists exactly for this.
Coaches and trainersA participant who says in the third session that this is doing nothing for them and packs their things. What do you do in the ten seconds after? The group works it out before the trainer tells.

Variations

With a timekeeper appoint one group member to watch the clock and announce the transitions, so the facilitator can stay with the process — with the banned questions in step 3 and the silent presenter in step 4. The player counts down on the screen; the timekeeper says out loud when time is up.
The incident that is still to come the presenter tells a situation that is approaching — Thursday's meeting, the first lesson after the holiday — and stops at the moment where they will have to choose. Step 6 becomes "what I will do": they choose from the alternatives they have just heard, and the group hears next time how it ended.
Short, in a team meeting set the steps to 2-3-2-7-5-2-3-2 and the whole round fits in half an hour, for instance as a fixed part of a department meeting. Shorten the short steps, not the analysis and the alternatives — those two are the method.
Two incidents in one session type two names in the preparation, one per line, and the player runs two rounds back to back. Allow an hour and a half with a break, and let the second presenter be someone who had many alternatives in the first round — they now know what it feels like from the other side.
Alternatives in a shared document online, or in a large room: everyone types their alternative and their stance into a shared document while the timer runs, and then each reads their own out. Afterwards the presenter has every alternative on paper — more than they can hold in step 6.
With the live link with the player on one screen, every group member follows the same step, the same time and the incident text on their own screen through the live link. Handy in a large room or online, and in step 3 for re-reading the text without asking the presenter to repeat it.

By age

Primary and lower secondary. Not for this age. The structure asks the group to spend ten minutes analysing what sits under an incident — interests, expectations — while the presenter stays silent and does not correct; that is a matter of abstraction, not of courage, and the presenter is too exposed. To talk in class about what you can do in a difficult situation, take Four Corners with four options for action: the class picks a corner and defends its choice, and nobody has to put their own incident on the table.
Upper secondary (16+). Possible, in a tutor group that has been together for a while, with three conditions: the presenter volunteers, the incident is about a situation outside the classroom — a part-time job, a placement, a customer losing their temper — and you sit in the circle to guard the ending and rephrase the banned questions. Keep the analysis to five minutes and have the alternatives written: at this age that is the step that carries the rest.
Vocational and higher education, teacher training. The strongest use in education. An incident from a placement is real, recent and has an ending the group does not know — and peer consultation is already on the programme in most training courses, often without the group having a method that leads to a decision. This one does. Groups of five or six, three quarters of an hour, and the alternatives on paper so the student takes them to the next placement day.
Adults: teams and peer consultation. The setting the structure was made for. The hardest part here is not the analysis but the withholding: professionals prefer to tell their incident including what they did and why that was sensible. Say beforehand that the ending is not allowed, interrupt when it comes anyway, and say why — the group can no longer think blind once it knows.

Common mistakes

The ending slips out anyway. "…and then I sent him out of the class, because…" — and the analysis is gone, because the group now judges a decision instead of thinking for itself. Interrupt without hesitating: stop, I don't want that part yet. It is the facilitator's most important sentence.
The question stays vague. "How do I deal with difficult parents?" costs you the whole analysis later. Keep asking until the question starts with "how" or "what" and is about one moment, and write it on the board — it stays there when the group drifts.
"Why did you do that?" in step 3. A judgement in disguise, and the presenter starts defending. Step 3 asks what happened, not why; rephrase it once out loud into "what did you say then?" and the group does it themselves after that.
Solutions in the analysis. "I would just…" belongs in step 5. Step 4 is about what is going on — interests, expectations, what sits under the incident. Whoever lets solutions in here gets the same one seven times later.
The presenter corrects during the analysis. "No, that's not how it was" — and the group stops thinking and starts asking questions. They listen, even when the group has it wrong; what the group misses is information about how their situation looks from outside. Corrections can wait until step 6.
Talking before writing. The first speaker talks everyone else's alternative out of their head. Let the timer give two minutes of silence first in which everyone writes, and only then start the round.
The response becomes an assessment round. In step 6 the group asks to understand what the presenter did, not to be proven right. "But wouldn't it have been better to…" is discussion; "what exactly did you say?" is a question. Guard that difference.
The reflection gets dropped. After three quarters of an hour step 8 feels like the step you can skip. It is the only step in which the group learns where the inquiry got sharp and where it slipped — drop a minute of the analysis instead.

Frequently asked questions

What exactly is the Incident Method?

A peer-consultation method for a standing group of five to eight colleagues, in eight steps around one incident. The presenter states their question in one sentence (three minutes) and describes one concrete moment without telling how it ended (four minutes); the group asks about the facts (three minutes) and analyses what is going on while the presenter listens (ten minutes); everyone writes down what they would do and from what stance, and says it briefly (seven minutes); then the presenter tells what they actually did or will do, relating it to those alternatives (three minutes); every participant names one insight (five minutes); and the group looks back at the session itself (three minutes). The construction sits in step 2: because the ending is missing, the group cannot judge and has to think for itself.

Why doesn't the presenter tell how it ended?

Because otherwise the group does not analyse but judges. Whoever hears "and then I sent him out of the class" thinks from that moment on about that choice — right or wrong — and no longer about the situation. Whoever does not know the ending has to work out what is going on and make a choice themselves, and that is exactly what the presenter gets out of it: seven people who have thought about their moment independently of their decision. So the withholding is not a game but the method, and the facilitator guards it in two places: in step 2 by interrupting the moment the ending approaches, and in step 3 by banning the question "and then?". In step 6 the ending comes after all — and then it is one of the alternatives, not the answer.

How long does a round take?

The eight steps add up to thirty-eight minutes with the default times: 3, 4, 3, 10, 7, 3, 5 and 3. With settling into the circle, the transitions and the reflection questions at the end, one incident comes to forty to fifty minutes in practice — plan it as the whole subject of a session, not as an agenda item. Whoever prepares the structure sets the time per step; the player counts down. Two steps carry the method and keep their time: the analysis and the alternatives. The short steps around them can be tighter, and with five colleagues the alternatives are read out in five minutes. Two incidents in one session are an hour and a half with a break.

How big should the group be?

Five to eight, in one circle. Below five the alternatives round yields too few different answers — and the range is the point of that step; above eight the reading out takes longer than the writing and the analysis becomes a string of separate remarks. The player allows three to twelve so that a group just under or over the mark can still run, but the method is made for five to eight. Split a larger team into two circles, each with its own incident.

What does the presenter do during the analysis?

Listen, and not correct — not even when the group has it wrong. That is the method's second construction, next to withholding the ending: the moment the presenter says "no, that's not how it was", the group stops thinking and starts asking questions, and the analysis turns into a second clarification round. And what the group gets wrong is information: that is how their situation looks from outside, with the facts they have given. Corrections can come in step 6, where they tell what they did and the group may ask questions to make it concrete. In step 5 they still stay silent too; they hear the alternatives out and choose only afterwards.

Can it be done with an incident that is still to come?

Yes, and that is one of the strongest uses. The presenter tells a situation that is approaching — Thursday's meeting with a parent, the first lesson after a conflict — and stops at the moment where they will have to choose. The group analyses and writes alternatives exactly as for a past incident; in step 6 the presenter then says not what they did but what they will do, and chooses from what they have just heard. The player already says so in the response step: "say what you did or will do". Agree that they tell next time how it ended.

How do you facilitate the Incident Method?

Three things carry the round. One: the ending. In step 2, interrupt without hesitating the moment the presenter slides towards the outcome — "stop, I don't want that part yet" — and in step 3 ban the question "and then?". Two: the banned question. "Why did you do that?" is a judgement in disguise; rephrase it once out loud into "what did you say then?" and the group does it themselves after that. Three: the silence. In step 4 the presenter stays silent and does not correct; in step 5 the timer first gives two minutes in which everyone writes, and only then does the round start. The player does the rest — the question stays on the board, the incident stays on the screen — and as the facilitator, do the structure once as the presenter yourself: nothing teaches a group so quickly why the ending is not allowed as someone who has had to swallow it themselves.

What if the group starts judging instead of investigating?

That happens in two predictable places. In step 3, with "why did you do that?" — rephrase towards what happened. And in step 6, once the ending is known and the group starts "but wouldn't it have been better to…": that is discussion, not a question. Say beforehand that in step 6 the group asks to understand, not to be proven right, and that the alternatives have already been spoken — the presenter has heard them and chooses for themselves. The reflection in step 8 also asks the group itself where the inquiry slipped into judging; after two rounds a group recognises the moment on its own.

What is the difference from the Gossip Method?

Both have the presenter listen for a step while the group talks about their situation, but they end differently. The Gossip Method is shorter, five steps, and yields an outside view: the presenter hears what their situation sounds like when they are not joining in, and says themselves what they take away — no alternatives, no decision. The Incident Method withholds the ending, has the group analyse and write down alternatives, and ends with what the presenter did or will do. Rule of thumb: Gossip Method when the presenter wants an honest mirror, or starts explaining the moment feedback arrives; Incident Method when the team wants to know what you can do in such a moment.

What is the difference from the Socratic conversation?

The Socratic conversation examines which stance is wise in a situation: the group puts itself into the hot point of the case and reasons with the four cardinal virtues — no advice, no decision, a shared understanding. The Incident Method examines action: what is going on here, what would I do, what did you do. Choose the Socratic conversation for a dilemma about what is right and a group that wants depth; the Incident Method for a concrete moment in which someone had to do something and the team wants to know what. Both fit in the same standing group.

Can the Incident Method be used in class?

In upper secondary it can, in a tutor group that knows each other, with three conditions: the presenter volunteers, the incident is about a situation outside the classroom — a part-time job, a placement — and you sit in the circle to guard the ending and rephrase the banned questions. From vocational education onwards and in higher education it is one of the best peer-consultation structures for placements, because a placement incident is real and has an ending the group does not know. Younger than upper secondary it does not fit: ten minutes of analysing what sits under an incident while the presenter stays silent requires an abstraction that is not there yet. For the class, Four Corners with options for action does the same work without putting anyone on the chair.

Does the Incident Method work online?

Yes, and better than most peer-consultation structures, because the writing of step 5 happens by itself online: everyone types their alternative and their stance into a shared document while the timer runs, and then reads it out. The presenter mutes their microphone in step 4 — listening without correcting is easier online than in a circle — and unmutes in step 6. Share the player's screen or give everyone the live link, so every participant has the step, the timer and the incident text in front of them.

Where does the Incident Method come from?

The construction — discussing an incident without its ending, so that the group has to decide for itself — is the Incident Process that Paul and Faith Pigors developed at MIT in the 1950s as a case method for training managers: not a ready-made case, but an incident from which the participants themselves have to extract the facts before taking a decision. In Dutch peer-consultation practice (intervisie) that approach was shaped into a fixed method in eight steps, described in the Praktijkboek Intervisie by Monique Bellersen and Inez Kohlmann and in the intervision literature of Jeroen Hendriksen — with the alternatives round and the reflection on the session itself as additions from that tradition.

Which peer-consultation method do you pick?

StructureGoalGroupDurationWhen it fits
Incident Methodanalyse one incident blind, to alternatives and a decision5–840–50 minteam doesn't know how to act in one moment
Gossip Methodhear honest feedback without defending4–835–45 minpresenter is quick to defend themselves
Socratic conversationfind a wise stance through perspective-taking and the four virtues4–830–90 minquestion of values, team wants depth
Dominant Ideasname the unspoken beliefs4–840–50 minpresenter keeps hitting the same wall
Trio advicequick advice from two colleagues, in parallel trios3 per group15–20 mineveryone has a question, little time
Pair Coachcoaching questions in pairspairs10–20 minlarge group, a task instead of a case

Sources

  • Paul Pigors & Faith Pigors, Case Method in Human Relations: The Incident Process (McGraw-Hill, 1961) — the origin of the construction: an incident without its ending, from which the participants extract the facts themselves before deciding.
  • Monique Bellersen & Inez Kohlmann, Praktijkboek Intervisie (Boom) — the Incident Method as an intervision method in eight steps, with the alternatives round and the reflection on the session this structure is built on.
  • Jeroen Hendriksen, Intervisie bij werkproblemen (Nelissen) — the ground rules of intervision: standing group, one presenter per round, facts before opinions, and why the presenter stays silent during the analysis.
  • Erik de Haan, Leren met collega's. Praktijkboek intervisie (Van Gorcum) — the difference between examining a case and judging a presenter, and "why did you do that?" as a judgement in disguise.
  • Edgar Schein, Helping. How to offer, give, and receive help (2009) — why unsolicited advice diminishes the receiver and honest questions do not; the ground under the clarifying step and under writing before speaking.

Compiled by Oksana Oliinyk · Last updated 15 September 2026

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