For those of us who facilitate for a living the question of online vs virtual dogs is constantly. The surge of good online technologies has enabled participation across massive distances at very little financial and environmental cost. A good online facilitator (and they are NOT common) can create a warm and effective dialogic container using virtual tools. Online tools are useful and online spaces are a brilliant option for accessibility. They help in all kinds of ways. Since well before the pandemic I have offered courses and workshops online but I have to admit that I still prefer face to face especially if I know what we are doing requires building a strong and enduring relational field.
Yesterday a prospective client told me for the first time that they no longer do zoom trainings for their staff. It is not a good use of their training budget because staff don’t like it, it’s is not effective and by now most folks have figured out how to be online with as little participation and attention as possible. As a teacher I too find this state of affairs to be pervasive and I expressed my admiration for this policy.
This person is pointing to the biggest problem I have with online: it doesn’t seem to build the enduring relational field that face to face meetings do. For transactional outcomes I suspect online is fine but if you spend all of your time relating to people mediated through technology, I suspect that it has an enduring negative effect on relationality, and therefore long term sustainability of a team’s culture and intangible outcomes.
I’d welcome research on this. Today I came across an article in my feed that reports on a court case from Ontario that ruled on the question of whether online was the appropriate forum for a settlement conference. The judge ruled it was and the article summarizes his findings this way:
Spiegelman does not state that mandatory mediations should presumptively be virtual, nor does it elevate technology over judgment. Justice MacLeod was careful not to replace one rigid default with another. None of this will surprise experienced mediators or counsel. But the decision carefully probes the lingering assumption that physical attendance is inherently superior and reframes face-to-face presence as a question of process design, evidence, and proportionality.
For mediators and counsel this confirms the reality and post-COVID experience that virtual and hybrid processes are no longer provisional. They are part of how mediation in civil justice now operates and they will be evaluated by courts by considerations of function, not nostalgia.
This case provides a clear message. Courts will have little patience for procedural skirmishing over mediation logistics unless a genuine process concern is identified as the issue. What drives settlement is not the room, but the readiness of the participants, the authority at the table, and the quality of the process design.
Spiegelman is a reminder that, in every mediation, form should follow function and disputes about form should not be allowed to derail the goal of resolution.
The article points out that there is little evidence to suggest that there are differences in outcomes between online vs in person settlement conferences. My observation is that this is probably true depending on what you consider the outcome to be. If the outcome is simply “a settlement” then perhaps this is the case. But alternative dispute resolution, practicesd more broadly, can also be about conflict transformation, relationship repair, and enduring accountability.
To that end I looked for some research that discussed this further. To my surprise there was very little. I would have thought over the past five years that justice system researchers might be interested in this question. but perhaps they were simply not asking the RIGHT question. Also, it should be said that I didn’t scour the entire internet for answers!
But I did find this paper from Paul Kyrgis and Brock Flynn at the University of Montana: The Efficacy of Mandatory Mediation in Courts of Limited Jurisdiction: A Case Study from the Missoula Justice Court.
The authors examined a number of landlords-tenant disputes to see if virtual conferences were effective in not just settling a case but creating an enduring settlement. To do that they simply looked at whether cases returned to court.
Finally, remote mediation appears to have mixed results. Remote mediation has undeniable benefits in facilitating participation and program scalability. But those benefits come at a cost. The ultimate settlement rate for remote mediations was a full ten percentage points lower than the aggregate ultimate settlement rate. That lower ultimate settlement rate suggests that remote mediation may not foster the same level of accountability or engagement as in-person sessions.
Their full paper is worth reading for the literature review and their methods. They alos spend a lot of time discussing all the various factors that may or may not contribute to enduring settlements and the cases that make up their sample. And I am definitely extrapolating from their conclusions a bit when I say that something happens face to face that builds relational accountability.
But still, this is one useful way to look at what else happens in face to face meetings vs online because in dispute resolution I surmise that some forms of relationship repair helps to make the settlement enduring.
Those of us responsible for designing and hosting meetings of all know in our bones that something different happens when we are all in the room together. We know that relationships come into play much differently. we know that strong fields are built and these are essential for building enduring results.
Six years after our pandemic started do we finally have data to be able to look at this question? If you know of good research in this field drop it in the comments.
I am using Patti Digh’s title for this post. She posted today on Keith Jarrett’s Köln Concert, in which he had to perform on a piano that was far from ideal. But he accepted the constraint and played one of the most enduring and transformative jazz concerts of all time.
It reminded me of the time that Geoff Brown and I played with two Turkish musicians at the Applied Improv Network conference in Portland. The image above shows us in full flow.
I had just met Geoff, and we were beginning a friendship that has lasted nearly two decades despite having been together only three times – in Portland, working on a sustainability conference in Melbourne, and doing one on Indigenous Housing here in Vancouver.
The show in question was the gala improv show, held I believe at the Portland Schweitzer Concert Hall, which is a big venue. The four of us were invited to be the band for part of the show. Geoff had his guitar with him and the Turkish musicians had their instruments, but I had nothing. The show organizer said “my son has a really nice guitar. I’ll bring it for you.”
We showed up on the evening ready to go (this was an improv show remember, no rehearsals!) and the organizer handed me the guitar case. I opened it up and instead of “a really nice guitar” he handed me a battered beginner classical guitar that was missing the A string. “Oh shit,” he said.
His son had evidently swapped guitars at some point and dad just grabbed the case without checking and left.
“I’m so sorry,” he said.
I took one look at the guitar and, after three days of accepting every offer that came my way, I said “it’s good. I’ll play it.”
And that’s how I found myself playing onstage in a soft seat theatre in Portland in front of hundreds of people on a battered old five string guitar with an Australian blues man and two Turkish musicians. You can tell from the photo above that we had a ball.
We are deep in the rainy season here on the west coast of North America. I’ve been reflecting on my year of work and noticing a few patterns that are coming to mind as I think about the kinds of questions that our clients have been confronting this year. I don’t know that these observations are especially novel, but they do represent patterns that I have seen this year. they also represent places where I think our work can be helpful.
Something of the bigger context.
As it always has been. But that bigger context is currently full of austerity, fear and polarization. Much of our work is within the non-profit and public sector, and our clients have all been facing declines in funding, uncertainty about the future, skyrocketing need from their own clients and a deep questions about using their leadership to confront polarity and division in their organizations and communities.
It used to be that we were confronting a “scarcity mindset” where we feel to recognize the wealth of ideas and leadership that we actually have. This leaves leaders and organizations retreating into their own shells as they try hard to shoulder the responsibility of the work. Often in our organizational development work, we could do things that lift our eyes up a bit and help activate the leadership throughout the organization.
These days, on top of that dynamic, I think we’re facing an “austerity mindset” whereby that wealth of talent, attention and money is still present but it is actually locked away and not available to us. It has been concentrated elsewhere and everyone seems to be preparing to simply do without it.
I’m certainly not 100% sure of this shift, but it feels like the issues leaders are confronting are shifting in ways that we continue to explore with them and their teams, and my colleagues as well. What helps at this time is continued connection and sophisticated situational awareness to see and name what is happening and to be honest about what is available to work with. Maybe, dear readers, you are seeing it too. All work happens in a context and being able to name this context is important, without getting lost in it. I wrote about this back in September.
Five year strategic planning is dead.
The Covid-19 experience seemed to finally put to rest the typical five year strategic planning process. Everyone now has practical and tangible experience of how the best laid plans can be knocked sideways. And in the last year or two, as organizations have been recovering from Covid, they have no been hit with massive uncertainty in the world, including cuts to their funding. And it very much seems irrational, arbitrary and determined by bigger dynamics that are outside of the control of the organizations we get to work with.
In response, the kind of planning I have been asked to do more and more this year is about scenario planning and arriving at a set of practice principles that can help organizations lead towards a variety of futures. I do love this kind of work. It has relational benefits of visioning and dreaming together, but is rooted in deep and practical need for on the ground responses. I’m not an expert at operational planning – and there is always a need for that kind of work – but bringing people together to think about futures and develop some shared resourcefulness about responding to what might happen is useful.
Connection is needed but trust is shaky at the centre.
I have had a blog posts sitting in my drafts for a little while that talks about how we can move from centralized planning and control towards a more networked form of leadership. Ever since I ran across Open Space Technology in 1995 I have seen the need for this, because as Harrison Owen (who we lost in 2025) observed, Open Space activates an organizational structure of shared leadership and responsibility that is latent in any group of people. He called it “The High Performance Organization” and it checks a lot of boxes for what leaders want: engaged staff, ideas and responsibility sprouting up all over, connected and self-organizing teams that are working in a common direction, but meeting challenges where they are at.
The problem is that such networks really depend on the ability and willingness of organizational leaders to open up space for that to happen. We spend a lot of time in our longer engagements working with senior leaders to help them sustain their ability to truly trust the folks in their groups to do the work. It is sometimes a hard thing to bootstrap, but once it gets going, these types of networks can be quite powerful. Central leaders and organizations become conveners rather than resource sinks, and work becomes meaningful. It requires leaders to do the work they are uniquely positioned to do but to release to the community work that can be better done at the edges.
In the little supporter-owned soccer club I am a part of we do this but having our core leadership care for the fiduciary and technical responsibilities or the club and the rest of us live by the principles of “Assume your talents are needed, and proceed until apprehended.” In this way we activate community and true ownership over what we are doing.
And speaking of polarities…
This kind of things means that polarities abound: centralized control and distributed responsibility; continuity of tradition and new responses to emerging conditions; maintaining fiduciary obligations while stretching beyond; focus on the core external offering and building interior connections and development. Every planning process I have been involved in this year seems to hang on one or more of these polarities. Often the conversations about need and purpose start with an acknowledgement that both sides of the polarity are needed and the challenge is to lean into the skills and talent we have to do both. As contextual uncertainty has increased, our clients seem more willing to wrestle with these polarities rather than simply seeing their current conditions as a problem to be solved.
As always, we need to be thoughtful about how we think about change.
We are living in a world which seems to be revelling in ignorance about complexity. Every problem now seems to have a simple answer, with predictable and brutal results. We are fed this line in our civic conversations too, organizational realities and personal lives too. Social media algorithms have shaped our ideas about what is happening in the world and what we should do about it. I think complexity literacy is more important than ever. Just being able to think about the different kinds of change out there TOGETHER helps us to make sense of things in a more useful way and in a way that builds more relationships and therefore more resilience. Some of my go to frameworks for helping folks understand how change happens, the Cynefin framework and the Two Loops framework, continue to be extremely useful for helping people describe the spaces they are in, and chaordic planning has stood the test of time for collaboratively designing responses to these kinds of conditions.
AI is helping us delude ourselves into believing that we don’t need craft, or the ability to confront uncertainty with relationality.
It used to be fairly common that a client would discover that I was a facilitator and hand me an agenda and ask me to facilitate it. Its the reason I wrote the chaordic stepping stones guide in the first places, so that we could explore the possibility space together and design something that was fit to needs instead of simply rolling out a best practice. This year was the first time I received agendas generated by ChatGPT and asked to facilitate those. It took me a moment to figure this out, but I think that many people are probably asking their favourite large language model to give them an agenda for a two day strategic planning process. We are witnessing a massive cultural crises stemming from the destruction of craft across all the arts including music, writing, visual arts and process arts. Designing and facilitating participatory work is a craft. the two go hand in hand. One would never give an accomplished artist a paint-by-numbers set and ask them to use their technique to fill it out the way one wanted. Or hand a musician a piece of music to play that has notes in it, but no sense of development, harmony or rhythm.
Artificial intelligence is excellent at giving one the impression that the uncertainty they are confronting is easily solved. The tools that we currently have access to are extremely powerful aids to help with facilitation work, but they simply cannot replace the craft of relationship building and the time it takes to do work that generates meaningful contribution and ownership and sustainability. Facilitators and participatory leaders need to continue to develop the skills to work with groups of people in increasing complexity, within decreased time frames and a climate of austerity, polarization and uncertainty. Our chatbots are incapable of understanding what we know when we enter a space like that, but those of us that fear the ambiguity of these spaces can find ourselves retreating into the comforting certainty of a set of answers that come from what appears to be a divine and omniscient source. We just have to be careful not to lose the ability to sit together and figure something out. Keep watching sports like soccer and hockey. Keep making music with each other. Exercise the feeling and abilities that we have to make and undo things together without knowing where we are going or what might happen next. Move together, slightly slower than you think you should be, and seeking surprise along the way.
Stories and shared work are helpful.
I had a lovely call the other day with Cynthia Kurtz and Ashley Cooper are some folks Ashley is working with around using Participatory Narrative Inquiry to work with stories in communities and organizations. I continue to use that collection of methods for dealing with difficult and complex situations, including future scenario planning, because my experience has been that making sense of grounded stories together is the best way to engage with the uncertainty and opinionated conversation that passes for civic dialogue. I’m interested in methods and processes of civic deliberation and address conflict with process design. How can we bring difference into governance without confusing it with conflict? How can we work with conflict without confusing it with violence? This is not an area I have ever been comfortable in, but I have found that stories and circle are the best way to have a group of people dive in together on shared work that helps differences become resources and helps conflict become co-discovery. In watching the current kinds of conversations we are having in Canada around things like Aboriginal title, it’s clear that folks with opinions not rooted in actual experience have a hard time even beginning to understand issues, let alone seeing ways in which reconciling differences can be the work of a mature politics, and a potentially defining characteristic of the Canadian project.
So these are some of the things I have seen this year and I expect that these are threads that will continue to grow and bloom in the coming year too. I’m really interested what YOU have noticed?
What would the world look like if participatory practices became the way we governed ourselves and structured our world? Rosa Zubizaretta has been doing some thinking about that and some of her friends have written a utopian screenplay to imagine that future.
Rosa’s work in this field sits alongside many others who are continually thinking about how to bring more large scale participation into governance. Participedia is a website that collects information about all of these ways of working and is worth a long linger.
Later editing to add a collection of stories of radical democracy from around the world published at the Global Tapestry of Alternatives, which is a really interesting site full of research and documentation of committed local alternative governance work.
My local MP Patrick Weiler on the Canada-Alberta MOU. I have a lot of respect for Patrick,, even though I find myself increasingly disagreeing with him on substance of issues. But it’s very good to get in-depth interviews with local members of Parliament so we can get some insight into how they are thinking about and positioning themselves on these issues. I wish we could be more deliberative on these issues.
If nothing else, the deep divisions and culture wars in the US, and here in Canada too, are providing us with an opportunity to engage in deep practices of listening across difference. It’s harder now that it has ever been Dan Oestrich, who knows a thing or two about this, explains why.
Process artistry also has its place. Arts and well-hosted conversation are at work in Alberta where a group of researchers have initiated the Common Ground project to address stereotypes in the province. It is providing some useful lessons.
Depolarizing conversations is an initiative of my friends and colleagues at the Alaska Humanities Forum. It arose in 2021 during COVID when social media had divided families and small towns and disagreements had devolved into violence, assaults and the tearing of the social fabric. They have published some really helpful tools and resources on hosting these kinds of conversations. Get them while you can (and support them in continuing their work).
Irreconcilable difference is inevitable in a complex society but not every issue is an irreconcilable difference. Some are just conflicting perspectives. As long as we conflate conflict with war, we will maintain a tendency to want to avoid conflict instead of courting and supporting difference. Conflict transformation has long been the approach used to create a resilient container for what I call conflict preservation. We need this more than ever. And so do the orcas and the salmon.
One of the tools I use for working with polarities where there is a strong both/and situation is polarity mapping. I’ve written about it before but I love the way Kai Cheng Thom weaves it into her Loving Justice framework.
For more tools and training I can recommend Lewis Deep Democracy as one deeper approach to this work. It’s based in Arnold and Amy Mindel’s processwork. In Canada, I can recommend Camille Dumond and her colleagues at the Waterline Co-op. You’ll see my testimonial on their website. It’s accessible and practical training, even for experienced practitioners, and it will take your own practice deeper.