Today, I was working with a client designing a one-day conference for their members. As always, my focus was on the chaordic stepping stones as a way to design, which defers decisions about structure, agenda and logistics until after we have focused the groundwork of the event.
Participatory events are not highly engaging without tapping into the group’s urgent necessity and a clear sense of purpose for the gathering. From that point, design becomes easier, and invitation becomes alive.
Today, we focused on necessity and purpose. I kicked us off by asking, “What is happening that makes this gathering important? What conversations are you expecting to have?” in this sense, the question places people at the centre of the participant experience. Immediately, they feel the emotions of the gathering and connect with the obvious sensations present in the current context. That helps them to find the language to invite others into a gathering that will address the energy of the current moment.
For the second exercise, I had them tightly constrain their purpose statements for the gathering. I asked them to give me one word describing the purpose of the gathering given the context conversation we just had. Each of the six people typed a single word into the chat and we went around and had each person describe what that word meant and how they saw us doing that at the conference.
This led to a set of really focused insights on what we should be doing and how, and it helped to flesh out some of the other stepping stones: the outputs, architecture of implementation and some of the preliminary structure.
As I considered this technique, I reflected on how I study jazz language. I love learning licks and phrases of melody that people use to express different things. On their own, licks are just the building blocks of bigger phrases of meaning (although some licks, like the Salt Peanuts lick, convey A LOT of information). But a lick opens up possibility. It suggests something else, it even recalls past experiences. It comes from what your fingers or voice has done before, what is natural, what is top of mind.
The point is that licks are small units of language that an improviser can use to expand upon. Starting small and simple is incredibly helpful. From a one or two-bar phrase, you can develop variations and different kinds of tension and release. Writers know this from the prompts that are used to stimulate creativity. No one gets activated staring at a blank page. But give me a prompt, and we’re off.
In our meeting today, starting from a one-word purpose helped develop a grounded rather than abstract purpose for the conference. After an hour and a half together, we had a lot of good material for an invitation, some ideas for how to be together and the stuff we would create together, and the beginnings of a structure. It was a lovely improv session.
When we are teaching dialogue practice and participatory meeting design, I often draw on the example of organizational and team staff meetings. Every organization I’ve worked with has these meetings and they ae almost nearly the same: an endless re-iteration of what people are doing, and rarely nothing more compelling that an email wouldn’t take care of. There is rarely even time for discussion becasue you have to get through everyone’s update in the 30 minutes assigned for the meeting.
So I often advise folks who want to bring more participatory culture to their organizations to focus on staff meetings. Rotate leadership, get serious about pruning out stuff that can be done by email and replace it with dialogue. After all, 30 minutes with an open agenda is a great place to brainstorm and discuss the thorny questions that are are dogging your team.
Today I cam across a great post from Tom Kerwin addressed to team leaders to help change their staff updates. I like this becasue it builds a container for team members to think about their work and share it in a way that makes it clear and helpful to others. (I’ve often said that if you’re having trouble explaining what you do, try to tell you great-aunt or your teenager about it.)
At any rate, here’s how Tom has re-designed his team’s update meetings:
I asked everyone to give a mini-pitch. In one minute, tell us:
- What’s the main challenge your team is tackling right now?
- What approach are you using to help your team tackle it?
- What are you looking for to tell you if your approach is working?
- And what are you looking for to tell you if your approach isn’t working?
I designed this to follow a key complexity principle: don’t try to change people, instead change their interactions. I designed this particular interaction to be a kind of ‘intuition-pump’ that could indirectly generate beneficial effects. And it did.
Here are five cool things it ended up doing:
- Everyone on my team got to practise pitching their work so that it would make sense to others and not only to themselves. This is a valuable skill in business. It took some repetitions to get this working, but we started live in low pressure small groups to lower the barrier and enable people to learn from each other. We could choose to switch to asynchronous written pitches when the ritual was stable.
- In order to figure out a pitch, each person had to understand why they were doing what they were doing for themselves. People started to develop a sense for different shapes and contexts of work, rather than sticking to one tool or process.
- I could instantly tell when someone was confused about what they were doing because their pitch either didn’t add up internally or didn’t cohere with the team’s strategy. We could grab time right then and there to figure it out together – before they’d spent days on pointless stuff. And this happened less over time.
- We started to enjoy the progress updates. I’ll use a food analogy. Before the change to the meeting format, it felt like we had to sit through people droning on about their food shopping lists. Afterwards, we got to hear chefs inspiring us with the delicious meals they were preparing.
- And folks on different teams started to actually understand what their colleagues were working on. This meant fewer complaints about not having enough visibility, and much more spontaneous collaboration.
In this video, Harrison Owen discusses the chaos that is disrupting the order we take for granted and begins to create a new order and a different world. Harrison has been saying much the same thing for his entire career, starting with his dissertation on Aramaic and associated mythologies and cosmologies. He has been a long-time student of the dance of chaos and order, and his development of Open Space Technology came from this lifelong inquiry.
i encountered Open Space first through an event that was hosted by Anne Stadler and Angeles Arien in 1995, and I met Harrison for the first time in 1998 at a one-day session at Simon Fraser University where he sat and taught about chaos and order, self-organization, organizational transformation and Open Space just through telling stories and sending us into a little bit of Open Space. Harrison’s work ignited two major threads in my life’s work: the facilitation of self-organizing dialogue processes, and a fiery curiosity about how complex systems work.
This talk opened a recent gathering of Open Space facilitators on the Power of Love, Not Knowing and Open Space. These are the stories and insights Harrison has been sharing for his whole career. What I love about him is his embrace of the fundamental simplicity of working with complexity and facilitating Open Space. It’s mind-boggling to me (and him) why people seem so predisposed to make Open Space far more complicated than it needs to be. We understand why: it’s about losing control and being unable to deal with the discomfort of uncertainty. Fear, power and ego come into play, and people lose the ability to act resourcefully.
It’s lovely to watch him teaching and encouraging people to do the simple things well and get out of the way of the work that groups of people can do.
Enjoy this video. He’s been a mentor and an inspiration for me for 25+ years. We do indeed love you, Harrison.
Back in the late 1990s, when Toke Møller and Monica Nissen were mentoring a group of Kaos Pilot students, they went to visit Dee Hock in California to learn about his ideas of the chaordic organization and the chaordic lenses that help organizations stay focused on a minimal necessary structure that allows for coherence and emergence. It was a useful contribution to the budding set of participatory leadership practices that were emerging amongst the early Art of Hosting developers.
After that, Dee Hock’s chaordic lenses got expanded a little and became the “Chaordic Stepping Stones” which we have developed further in the Art of Hosting community, so-called because they slow down the planning conversation and allow one to find secure places to stand in the flow and swirl of planning in complexity. The stepping stones give you places to rest and look around with a little bit of intention and provide you and the people you are working with with a set of conversations that help to make some decisions/ I’ve often described it as a project management tool for the times when “you don’t know what you’re doing, and you don’t know where you’re going.”
One of the things that distinguishes it from other planning processes is that we don’t start from vision or purpose; instead, we start from a sense of the current moment, what was called the need, and what I now call “the necessity.” Naming this is critical because current conditions limit what is possible. Too often, strategic planning starts with aspirations, which can either be so abstract that they are useless for guiding concrete action and decisions, or they are aspirations without paying attention to whether it is even possible to move from here to there.
Necessity is embedded in the present moment. When someone feels like “we have to do something,” they are responding to something in the present moment. It is always the first conversation I have with a client: what is happening right now that compels us to do something? In this sense, necessity is truly the mother of intention – a phrase that came to me this morning and is too good not to comment on. Intention – what we mean to do, what we think should happen, and what we want to commit to, provides the affordances that make a purpose concrete and avoids the aspirational aspect of purpose statements that avoid the reality of the situation and take us into a process that is too vague and diffuse to be effective.
PS: I have an online course on chaordic design you can take on-demand that goes into this planning tool in more detail.
Our Complexity Inside and Out course is now in full swing and after 3 of 7 sessions we have covered some of the basics that make up our understanding of complexity theory and some of the core practices to affect change in complex systems, both inner and outer.
One of those strategies of course is through shifting constraints. To work with self-organization and emergence in a system, finding the constraints that enable behaviour and creating different ones can have the effect of shifting the behaviour. Not always of course – we have to pay attention and monitor what we are doing – but these are the promising places to get a start.
Based on work from Dave Snowden and Glenda Eoyang, the constraints I work with are these, listed in order of ease to work with:
THe Connecting constraints of
- Connections between agents in a system
- Exchanges that flow across those connections
And the containing constraints of
- Attractors around which behaviours or actions coalesce
- Boundaries that define the context for actions
There are two other constraints which come to us from Snowden’s field of anthro-complexity and they are Identity and Dark constraints, both of which are a sort of subclass of the above. Identities create or maintain coherent connections or containers and the Dark constraints are simply the nones we don’t know about and which only reveal themselves in real time.
It’s not always easy to spot these in the wild as you are learning about them, but this article in The Conversation is a good example of thinking about managing complex behaviour. Every October in Ontario there is a traditional homecoming week at universities in which former students return and current students party. The flocking behaviour of students in these times creates emergent behaviours at the grouplevel that are not immediately present at the individual level, and the authors provide a handy link to one research paper that explains this.
The response to behaviour like this is typically banning certain kinds of activities, which, in Cynefin terms, is a misapplication of governing constraints aimed at control to self-organizing behaviour. What is needed instead are constraints that enable the emergence of different behaviours. It is hard to spot these because with events such as the ones described in the article, the tendency is to want to squash the problem.
But a harm reduction approach first begins by identifying the fact that there will always be these behaviours and always be these problems, and the way to address them is to create adjacent possibles (a Stuart Kauffman term) which invites the system to an alternative state. Such possibles cannot be too far away from the current state, but they must not be too close to the current state to be rendered ineffective. For example, proposing that students only consume alcohol in sanctioned places with oversight from police and campus security is likely to fail. Few students will love to party in such a heavily surveilled way. On the other hand, allowing students to party anywhere and then providing a ntip line for any issues that might come up is a weak response that is unlikely to affect the behaviour.
So the authors propose an oblique strategy, which is an excellent approach to complex problems. First, the say that students need to be empowered to co-create harm reduction approaches to these issues to create safety in a public health and gender-violence context. It is unlikely that on their own students will come to a meeting to co-create these, or if they do, their authority to enact the approaches may be compromised by their perceived identity of “goody two-shoes.” So instead the authors propose a new attractor in the field, a for credit course that is about generating harm reduction approaches but which alos teaches skills needed to address and manage public health issues:
Conversations are a good start, but a systemic approach that integrates understanding of these events and taking action through curriculum is essential.
One of these strategies could be creating a university credit based multidisciplinary course that is aimed at proposing solutions for how students could gather and celebrate in a safe — including COVID-19 safe — manner that reflects their own, and community values.
The students would learn (among many things) how to address diffusion of responsibility and gender-based violence. It would provide them with opportunities to learn about city bylaws, police costs and potential challenges to the health care system of large student gatherings.
The instructors could be an advisory team of mentors including members from the city, police, first responders and university experts. This initiative would challenge students to research the problem and be an active part of the solution.
Co-creating solutions with students by providing them with opportunities to lead with support and guidance will empower them to take ownership and responsibility when it comes to implementing positive change. If they lead the new way forward, students will come and be together in a way that meets their needs.
Backed with the power of the university to sanction this approach, makes this new attractor for action stronger. REQUIRING students to participate in this exercise would be too rigid a boundary, but for students that are charged with under age driking violations for example, they may be required to participate in these discussions in a restorative process designed to using their lived experience and also having them make amends.
Working with constraints gives us lots of ideas about how to shift things. The key is implementing what you can and watching for change. As for this example, what a great case study. I will see if I can follow up with Craig and Kolomitro about what happens with their ideas.