Yesterday I came across a paper that was published in a well-respected journal discussing how a group of computer scientists had discovered that participatory methods are much better way of organizing a conference that traditional methods of presentations, panels, and concurrent sessions (which are often just smaller presentations). They took the time to document their work and share it with their community of scientists, which is excellent. The conference itself seems to have included a great deal of dialogue and conversation around topics that were chose in advance by the participants and scheduled by the organizers. But, I won’t share the paper because it has significant issues with the name it uses for the method involved.

The paper refers to “World Cafe” and then proceeds to describe a process where over the course of the conference, two 45 minute sessions were held during which participants talked about topics that had been submitted weeks in advance and selected by organizers who then also appointed people to lead these discussions There were also panel discussions and social events.

On its own this is a fine conference design. Not especially ground breaking in the world of conferences, but novel to the organizers, and the feedback was positive from the participants which is what really matters. The issue I have is what appears to be the misattribution of the term “World Cafe” to the dialogue method that the organizers used. In defining the term, the paper references a website (now a dead link, but archived here) which does indeed provide a reference to the World Cafe method, but I don’t think they used the method per se in the conference itself.

Here’s why this matters.

I do believe that methods like World Cafe and Open Space Technology are powerful and extremely useful ways of organizing and working wth large groups of people in dialogue. It is the core of my work – convening large groups for strategic learning and engagement. There are many ways of working with large groups, but these methods are well established and they share a common feature: leadership or facilitation of these methods is a very particular act, one that has a very different relationship to control and power than working with small groups. Being able to “hold space” in these processes involves using enabling constraints to create the conditions for emergence. Technically speaking: enabling constraints are boundaries that contain an activity such that certain kinds of things can happen within the dialogic container. That is, in the context of a World Cafe for example, organizers and process hosts make decisions about what the conversation is to be about and design questions that enable every person in the process to participate. We also provide the conditions so that conversations can be self-hosted by small groups by making it as easy as possible for people to engage. What happens in these contexts is therefore emergent.

Sometimes I use a metaphor like this: classical facilitation is like sailing a boat – you respond to the wind and the waves to help guide the vessel on its journey towards its destination. Large group facilitation is more like pushing a boat out onto a lake in such a way that it also ends up travelling towards its destination. Once you’ve pushed the boat out, you have no more contact with it, practically speaking. Whatever will happen will happen (or as Harrison Owen wrote, “Whatever happens is the only thing that could have.”) Therefore, the art of facilitating large group methods is very much in how the container and the participants are prepared, how the first few moments of hosting are framed, how the room and space is set up to enable the work, and then it is very much about NOT doing anything after you have let people get down to it. This is extremely difficult, but the results can be extraordinary in terms of ideas, engagement, and the overall revelation of capacity of the group itself. This is the heart of participatory work. The Art of Hosting, if you will.

The methods that have arisen around this common garden of practice and experience are well documented. When a person uses a term like “World Cafe” or “Open Space Technology” I would expect them to reference the primary material that exists in published form and use that method with some fidelity. I don’t mind if people change or create new methods from the world that has gone before, and in fact, as long as one has a good understanding of the basic principles and practice of participatory work, this kind of thing is to be encouraged, so that the needs of the group can be best met. But I have significant issues with what happens when this is done poorly.

Many people over the years have asked me to run an Open Space meeting and what they then describe is something that is far from Open Space. Commonly they describe a process whereby some or all of these kinds of features are present: people submit topics in advance, or organizers choose from a list of topics, or there is some voting on which topics will be discussed on the day, or perhaps organizers look at the agenda and then cluster conversations. All of these “modified Open Space events” are not just modified Open Space events. They actually are different kinds of events. They reveal an unstated limiting belief held by the organizers. They take the form of Open Space and introduce some level of facilitator control that is deliberately NOT a part of Open Space Technology facilitation. Why this happens, I think, largely depends on organizers’ feeling that they cannot fulfill Harrison Owen’s oft stated but rarely recorded admonition to “trust the people, not the process.” Open Space Technology in particular is a method that enables facilitators and leaders to fully trust the participants. Ironically, if you follow the method very closely (trusting the process), it initiates radical trust in the people. If you find yourself afraid of some outcome or another happening that you won’t have control over, then you are more likely to take Harrison’s original method and introduce a point of control there. That MIGHT be fine, but I always coach people to do this very mindfully and consciously and not to call what they have done “Open Space”

In its worst case, I have seen so much of the unexamined limiting belief creep into a process that the process is no longer “Open Space” or “World Cafe” but something else entirely. And once again, that is fine, but if you insist on still using the term “Open Space” or “World Cafe” to describe what you are doing (or even using the world “modified” before those terms) then you are doing the field a great disservice, and you are risking having knowledgeable participants view your motives with suspicion. These methods are not new, even though most people in the world don’t know the jargon or technical language associated with our field (and they don’t need to at all to be able to participate.) But if someone thinks they are coming to an Open Space Technology gathering and they are then met with a process whereby they have to pitch their idea to a large group of people who may vote to reject it from the agenda, they are going to be confused at best, and probably angry at worst.

So I want to leave this with a couple of encouraging ideas. First, use the methods. They are amazing. They have been honed in grounded practice, they are grounded in good theory and they work. They are widely and freely shared by the founders or designers and they are useful because they don’t need any modification beyond choosing the theme or questions for your own context. When you use them with fidelity to the original work, let people know that is what you are doing and share your sources.

Second, make up new methods. Go for it! There is nothing to stop you from really thinking through what a groups needs and creating a new method that will help people meet the urgent necessity of the moment. Use a good design tool like the chaordic stepping stones to help you think through your design. If you alight on something really good that no one else has ever done, make it replicable and share it in the myriad of communities of practice, like the Art of Hosting community, that are interested in such things.

___

PS. If you are going to publish a paper on your work and your findings, using participatory methods for large scale self-organized dialogue, here is a good example, with proper references and a discussion of the methods and how the final design relates to those methods. Please do publish! I have contacted the lead author of the paper I referenced at the beginning of this post to help make peer-reviewed changes to the paper to have it better reflect the knowledge in the field of participatory dialogue methods, so that it can be more widely shared without skewing academic references to World Cafe. If we get to make those changes, I’ll happily share their work.