
It’s undeniable that in the time I have been publishing on the web (and before that on usenet and bbs’ dating back to 1992) we have seen a shift from protocols to platforms. Back in the day, people made protocols so we could all talk to each other, regardless of the platforms we used to do it. The web today runs on these protocols, which allows us to use all kinds of different platforms to communicate. Think email. We all use different email programs, but when I send a message, it gets to you regardless.
The enclosure of the commons that I wrote about last year is the fundamental shift in the way we communicate and talk to each other. It creates walled gardens of activity that regulates what happens inside and which limits connection to the outside world. I used to be able to publish my blog posts directly to Facebook for example, but that functionality was removed a long time ago. Facebook will not allow users in Canada to post hypertext links to media sites, which is a pretty reliable indicator that they want to own the web and not participate in it. Platforms limit possibilities and are driven by control. Protocols open up possibilities and enable self-organization and emergence.
Mike Masnick’s paper on Protocols,Not Platforms traces this history very well and makes these arguments for focusing on protocols that “would bring us back to the way the internet used to be.”
I came to Mesnick’s paper after reading an article in the New Yorker about J Graber and her involvement with Bluesky. I was struck at the parallels between the work I do with social technologies and the work that people are doing around social network technologies. When I first got into working as a facilitator, I focused on large group work (and I still do) and my focus was on the platforms of Open Space Technology and later World Café and Appreciative Inquiry and other methods of large group interventions.
These methods for large group dialogue are platforms, but what underlines them our protocols of organization and facilitation the protocol I use is the Art of Hosting, a simple four fold practice, which is applicable to a variety of contexts from meetings to structuring organizations to planning large scale change work. The art of hosting is a protocol that enables more collaboration, more creation, and more resilience among individuals and groups who are leaning into complexity and uncertainty.
On Friday, I’m going to talk about this more and I think I will use the Protocols, Not Platforms idea as the way to talk about how we do change work, and you could join us. The organizational development world is besotted with methods, and a good method for the right need is a good thing. All methods are context bound, however, so to really make change in complex domains, one need to be aware of the context for the work and rely on a context-free protocol to help engage and work. So if you join in on Friday you will learn about how context matters, how complex contexts in particular are composed, the simple protocol for working in complexity that is rooted in the four fold practice, and then maybe some stories of using methods that fit the need.
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Detail from a quilt designed and made by the St. Andrews Anglican Church Women Quilter’s Guild. The quilt was made in 1967 in honour of Canada’s centennial year. Keen eyed observers will notice patterns in here that relate to that celebration. The quilt was on display at the Bowen Island Public Library earlier this year, on loan from Joyce Ganong whose mother, Isabel Faulks, was one of the quilters.
Another reflection from the Complexity Inside and Out course we taught yesterday…
Caitlin led us in a check in process that was about slowing down out seeing. Here’s a variation. Try it!
- Pick a view where there is some distance – looking out a window is best. If this is a familiar view, all the better.
- Notice the scene out there. Notice the colours, the landscape, the patterns. Notice movement and stillness. If the scene is familiar, look at what you know.
- You can close your eyes and remember what you see. How does that scene conjure itself up in your mind’s eye?
- Now open your eyes and look again at the scene. Try to notice something you’ve never noticed before or something that you’ve forgotten, or a change to the scene that you hadn’t noticed until now.
- Describe the scene now. Write down obersvations about what you see. What is the overall colour palette? What are the lines you see, of trees or buildings, horizon and sky. If you saw this scene in a flash, how would you recognize it?
You can add different variations to this exercise, but the point is to notice how we see things as patterns. Our mind conjures up a scene of large blocks in it and details aren’t always apparent. Sometimes we have to see things with new eyes, or a naive perspective.
I reflected yesterday that I was once walking through the forest here on my home island, following a path to the village with my brother who was visiting from Toronto. Bowen Island is very different from Toronto. He stopped us next to a very large Douglas-fir tree and said “Look at that! It’s huge!”
All the trees around here are huge, especially if you aren’t familiar with the forest. But I looked again at this tree – one I passed hundreds of times to and from the village – and noticed that it was actually an old growth tree. How could I tell? The pattern of bark is different, the branches are thicker and more gnarly and look like the trunks of younger trees. My brother’s eyes found anomalies in the pattern I had formed of my home forest, and I used my own pattern recognition skills to identify why the tree he spotted was an anomaly.
This, it turns out is an excellent thing to do when you are looking for other patterns in familiar contexts, like your business market or your team culture or the school system you work in or the services you offer to community. Be careful not to assume that the patterns you can see is the sum total of the reality available to you.
This isn’t new. But you can never over-practice awareness.
There is a neat game called Geoguesser that is based on the Google Street View database. You download the app and get started and it throws up an image from somewhere in the world and you have two minutes to guess where it is. The closer you get to the actual spot, the more points you get.
You’re not supposed to cheat by using Google maps to look up land marks. It entirely depends on the pattern recognition that you bring to the game. What language is that on the side of a truck? What does that street sign say? What kind of palm trees are these? Is that dirt road red or dark brown? Is that a white ring around the power pole?
Really good players of this game have thousands of details stored meaning that they can discern the location using macro clues first, and then narrow things down with decision trees, like how the shadows are cast, entire websites have sprung up devoted to these pattern markers that help people quickly identify the location. There are competitions culminating in the GeoGuesser World Championship. You can watch these competitions live. They are amazing.
And the kind if undisputed champion of this game is rainbolt, a man full of so many patterns, that his guesses are almost always pinpoint accurate.
Watch him host five great players finding obscure locations. They are engaged in constant pattern finding. It’s kind of amazing and it’s very cool to have them articulate the way they are seeing these landscapes. Specific knowledge helps them make generalizations and they connect what they know and use abductive reasoning to guess the location.
Back when I first experienced Open Space Technology, at a conference in 1995, the thing that immediately caught my attention about the process was how it was a perfect, simple set of constraints to enable self-organization. It sent me down a rabbit hole of learning about self-organization and complexity and I became captivated with the patterns I saw around me, and specifically with dissipative structures.
Ilya Prigogine coined the term dissipative structure. In layperson’s terms it refers to a structure that persists in time despite its components constantly changing. The classic example is a whirlpool. When you pull the plug on a bathtub full of water, the water forms a whirlpool as it head down the drain. The whirlpool is an emergent structure and a pattern that persists over time, held in place by constraints such as gravity, the size of the drain hole, and way bigger forces like air pressure and where you are on the planet.
If you just look at molecules of water, you would have no idea that they could form a whirlpool. The water molecules that drain out of your bathtub all participate temporarily in forming the whirlpool but none of them initiate it. When they leave, they have no memory that they were in it. You cannot take a random water molecule and discover whether it has ever gone down a drain. And yet, the pattern persists and is real. What gets dissipated is the energy and matter that travels through the structure.
In human systems, we see related kinds of structures everywhere too. Learning about these kinds of patterns, which I did initially through Fritjof Capra’s book The Web of Life, made me seek out analogues around me. The pattern of “dissipating structure” was interesting, and because I had focussed extensively on culture in my undergraduate studies, I finally had a useful way of looking at cultures and how they seemed to exhibit both stability and constant change. People, energy and material flow through the culture but they are entrained to behave in a larger scale structure that has some persistence, but which is also sensitive to changing. This was how I ended up coming to complexity theory, through my exploration of these ideas.
Cultures are not dissipative structures in the technical sense that Prigogine describes, and there seems to have been quite a bit of controversy over the years about whether social structures qualify as thermodynamic structures. Because I’m not a physicist I will say they are not, but this idea makes a good metaphor and helps me to explain how we work with emergent structures and persistent patterns in organizational and community life.
Seeing this pattern led me into the margins of participatory leadership work, facilitation, and ultimately dialogical organizational development. These ways of working were all concerned with creating the kinds of containers that enable emergent meaning. Sometimes these containers are temporary, like meetings, and sometimes they are persistent, like organizations, teams and communities. If you’ve ever tried to change an organizations culture you’ll recognize that it is very much like sticking your hand in a whirlpool. You’ll get some temporary disruption, but unless you change the enabling constraints, the whirlpool will reestablish itself the moment you stop interfering.
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I think it was 1986-87 academic year that I truly fell in love with the idea of culture. That was the year I began my BA in Indigenous Studies at Trent University and it was during a time when Indigenous cultures in Canada were going through a generational resurgence after recovering from 100 years of state-sponsored cultural, physical and intellectual extinction. I was able to be a witness to communities and organizations recovering by growing deep into traditional practices, and younger generations receiving the teaching of Elders and using them to create new political movements, organizations, economies, governments, and health and well being in their communities. I loved the idea of culture as the ground for this work and loved watching people work with it, and indeed being a part of cultural shifts and and catalysis. Culture was like magic. It appeared bigger than all of us, it shifted and changed and it enabled things to happen. Or not.
I so fell in love with culture that I did an honours thesis in my fifth year that compared two national Indigenous organizations in their attempts to root their operations and structures in traditional cultures. One did it by using artifacts and trappings and firm structures that ended in arguments about orthodoxies and heartbreak, and the other did it by creating a relational, caring, and connected context in which a unique but thoroughly Indigenous way of being emerged.
So early on I learned that culture is emergent, that it transcends individuals and specific artifacts and practices, that it is a context that shapes relationships and behaviours and that it is the product of relationships and interactions over time. Norms of behaviour can’t be dictated, they can only arise.
Since then I would say that the heart of my work with organizations and communities has been working with culture. The sources of joy and the sources of pain are the multiples contexts in which we live our lives. I’ve worked in one-off settings and multi-year large scale systemic settings. I’ve worked with large teams and with little groups of change-makers. And we’ve tried it all, from magic methods to the “this will finally solve it” conference, to multi-year narrative sense-making projects. I’ve spent decades surfing the rise and fall of supporter culture around the soccer teams I’ve been a part of. I’ve spent nearly 25 years living on an island with its own unique slant on the world, creating social enterprises, supporting community economic development and making community through music and play.
About a year ago on the Art of Hosting Facebook group someone asked about changing culture in a very large organization and which methods are best. For some reason that post appeared in the feed that I rarely check, and I responded to it. But because I’m never going to send you to Facebook, I thought I would catch this sketchy set of insights and share them here. This is a back of the napkin kind of list, but these are truths that I will no longer doubt in my work with organizations and communities. So here’s what I’ve learned about “culture change.”
- It takes years.
- Your work will be non-linear and unpredictable.
- All states are temporary.
- If it is necessary for senior leaders champion and support change work, it will only be sustained as long as they don’t succumb to their anxiety and fear of uncertainty and unpredictability.
- You cannot change culture directly, but you can work to change the way people interact with one another and see what kind of culture emerges as a result.
- Learning together is often a good way to approach many different strategic and cultural issues in an oblique and open way.
- If change of any kind in the organization or sector is predicated on the people needing to transform and be different then you are colonizing people. Don’t do that.
- Whatever you think is happening is only ever a part of the full picture.
- Whatever you think you have accomplished is only ever a piece of what you have actually done.
- It will never go according to plan.
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Context changes everything. This used to be a forest.
Alicia Juarrero is the source of so much great thinking on the role of constraints in complex systems. Her two books, Dynamics In Action and Context Changes Everything are brilliant discussions of the role of intention and how constraints shape complex phenomena. They are philosophical texts, and so are slow reads, but well worth the effort. You can find many videos of her sharing her insights on You Tube and elsewhere. She is generous with her time and enthusiastic about her work.
Last week I sat in on a seminar she gave for The Prometheus Project. I expect the video will be up on their “Past Voices” page soon. Here are a few thoughts that struck me from that session.
Dr. Juarrero’s work has been deeply concerned with how intention works as a constraint on action in complex systems. Her thinking underpins much of the way I have learned to think about complexity through Dave Snowden’s work, and most of us who are not philosophers have likely come to her work through Dave.
She used a term in the seminar which I have overlooked in her writings to described stable or coherent phenomena in complex systems: a “constraint regime.” Constraint regimes are phenomena which display coherence even in a dynamic and changing system. Disspative structures like whirlpools are good examples. There is a higher level order imposed on all the water molecules that enter the constraint regime of a whirlpool and they are entrained into becoming a part of that shape. There is nothing inherent about the shape of a water molecule that determines that it would eventually become a part of a whirlpool. This high level order is imposed by constraints on the system that cause the molecules to create a whirlpool shape until they flow through the constraint regime and down the drain. The whirlpool maintains a stable presence until all the water is gone, despite the parts of the system being in constant exchange. Watch some videos of laminar flow to see this stability in astonishing clarity.
This is not a new observation, but Dr. Juarrero’s contributions to this field place the influence of context on constraint regimes into the order of causes for behaviour in a complex system, which bucks the general trend in sciences that only forces between external bodies can cause action. Constraints create coherence in complex systems. Coherence can also look like identity. We are different people in different places. I’ve often used the example that, when gathered with our families, we are very different people than when we are in a business setting or a social setting with friends. There are actions available to us in one context that are not available in another. So context changes everything.
My own work with dialogic containers seeks to understand these phenomena as essentially constrain regimes that emerge out of encounters between people who are making meaning together. When those containers become stable over time – such as in a family for example – they can create dynamics in which our behaviour is highly path dependant, and the paths on which it depends can include the neurological pathways that are activated when we are in a particular context. What we are learning about the neurology of trauma and epigenetics confirms this. Our brain is wired by trauma and influenced by its interactions with environments to produce an identity that has a particular coherence, if not static stability, in particular contexts. When my father was alive and I was in his presence, I was the son of a father, in a relationship that grew and changed over time but had a certain stability. When my father died, I found myself at a loss as the son as a father. Who am I now? And who am I in a teaching environment, singing in a choir, sitting on my own, in the supporter section of my football team? All of these are different containers – constraint regimes – and when we are meaning-making in these places with others I call those dialogic containers.
I like the idea of constrain regimes to describe the class of structures that impart top down causality on a complex system. Dialogic containers are one kind of constrain regime.
In the seminar last week Dr. Juarrero talked about how we make change in complex systems by working with constraints. She had a few great answers to questions about working with constraints. She avoided going down the rabbit hole of working with a definition of complexity, because there simply isn’t one that works all the time, but she did say that the way to work with emergence is through FEEL. We feel when something isn’t right or needs changing and we take action on what feels better. Her pithy advice for leaders is helpful: if things are stable you need to stay in the centre and maintain stability with fail-safe processes. But fail-safe process DO fail, and when they do it is a catastrophic failure, as Dave Snowden says. So when things grow turbulent and more complex (or indeed chaotic) you need to move to the edges and manage in a safe-to-fail way from there, looking for what is coming, working from principles rather than procedures, and attending to the uncertainty. Leadership is context dependant. This is the great lesson of Cynefin as well.
Dr. Juarrero addressed the urge to map systems and try to understand root causes. When presented with a systems diagram – a picture of nodes connected by arrows – she said that such diagrams have some very limited usefulness but they have to be actively interrogated with questions such as:
- What is in the white space in which the diagram is situated?
- What is NOT mapped?
- What is the nature of any given connection between the nodes?
- What are the nodes? Do they change? How?
- Is everything I am looking at stable?
Such diagrams also have a very short time limit. Try mapping the traffic on the street in front of you, or a given moment in a soccer game and then drawing certain conclusions from that.
The advice for dealing with turbulence in stability is to develop relational safe-to-fail practice into your system. That makes you better equipped to sense and notice what is happening in the context that surrounds you. The context is so important to the system in which you are working. If things are collapsing inside your system, but the context is stable, you might bring stability to your system from the high order. For example, emergency response relies on stable and predictable interventions being imposed from outside the place of immediate collapse. If your system is stable and the context is unstable, you may find yourself losing your stability quickly and in surprising ways. The fall of the Assad government this week is an example of that. No amount of order and control could overcome the contextual turbulence that caused his family’s regime to fall. Establishing institutional order in Syria is now the challenge facing that country and the region as a whole, because instability exists at nearly every scale in the Middle East at the moment.
If you are working in a stable system that is embedded in a stable context, making change is going to be very hard. Change needs to proceed along the vectors of rule and policy making. Financial systems are an example of this. A chartered bank in Canada operating inside of a well regulated legislative regime, which itself is embedded within a global financial order is essential for the stable smooth functioning of financial systems. Making changes to that system are very difficult and they are highly ordered. Catastrophic change is held at bay by this incredibly stable set of constrains regimes, but when it comes, it comes like a tsunami.
Finally change making in a turbulent system held within a turbulent context is hard, because what you are probably trying to do is seek some order and predictability and it isn’t available. The lives of refugees and migrants and chronically homeless folks who are in motion are like this. With no power to create order, they are at the whims of those that do have the ability to impose order and control. For them, life is a constant state of chaos, sustained that way by a constraint regime that constantly undermines their stability, in some cases out of pure cruelty.
Some of this is new to me, some of it is stuff I know, but am just being reminded of. People like Alicia Juarerro continually keep me learning.
I have time to integrate think about this stuff and will be bringing it into our course on Working in Complexity Inside and Out, where we introduce new material as we learn, test and stabilize ideas about how to work with complexity. The next offering of that course starts in February.
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A detail from the monastary at Mont St Michel in Normandy showing a person overwhelmed with ripening fruit. He’s probably rushing off to his next zoom meeting.
So much has changed since the pandemic began, and it is hard to notice what is happening now. I feel like my ability to perceive the major changes that have happened to us since March 2020 is diminished by the fact that there is very little art that has been made about our experience and very few public conversation about the bigger changes that have affected organizational and community life in places like North America and Europe. All I seem able to grasp are fragments of patterns. Because I work with all kinds of clients in all sorts of different sectors and locations and situations, I do find myself getting struck with similar patterns that seem to transcend these differences, and it makes me wonder a bit about what is creating these patterns.
One of those repeated patterns is “we don’t have time” or “I’m too busy.” The effect of this is that convening people together is becoming increasingly difficult. I used to do lots of three-day planning sessions or organizational retreats where folks would come together and relax in each other’s company and open up a space for dreaming and visioning and building relationships. It was not uncommon for three or four-day courses to take place. Between 2011 and 2019, When we ran the nine-month Leadership 2020 program for the BC Federation of Community Social Services, we began and ended with five-day residential retreats on Bowen Island. We had two-hour webinars every fortnight. While some organizations found it hard to give up that amount of time (10 days away from the office on professional development training in a year!), we nevertheless put nearly 400 people through that program. Nowadays, when we do similar programs, the most we can get are three-day in-person retreats, and usually only one throughout the time together.
This is costing us big time. I am working with organizations where folks are meeting constantly but only spending time together a couple of times a year. The pandemic threw us into an emergency stop-gap approach to remote work that served the purpose of the times: to keep things going while we remained isolated. However, much of what happened throughout 2020 and 2021 was just stabilizing and concretizing these emergency measures. There wasn’t much thoughtfulness to how to make remote work and schooling work well. As a result, I think that many organizations made an over-compensation to being back together in person, and we are seeing some of that backlash now. Some people are six and seven years into their working careers who have only ever really known remote work. Their engagement patterns are radically different from those of us who came up in the days of long off-sites, of days spent in offices and work sites developing relationships and figuring things out together. And that isn’t even to mention schooling. Before the pandemic, there were some excellent programs in BC to support distance education for elementary and high school students, thoughtfully prepared and designed. When the pandemic began, teachers and professors were thrown into a completely new pedagogical context, and very, very few had any practiced ability to work in these contexts.
Of course, what makes this even worse is that we did a terrible job of managing the pandemic. Had we been able to return to office in the summer of 2020, with the virus squashed by a good public health response, it would have been an interesting time. We would have been equipped with experiences of different ways of being, what it felt like to work from home or support communities with a universal basic income. We would have run an experiment without entrenching structural constraints that made it hard to un-run the experiment. Instead, as the pandemic dragged on, temporary structural changes took hold. People moved away from their homes near their offices into cheaper and more distant communities. Public transportation funding shifted as ridership disappeared, and office leases were let go as companies and organizations realized that they could save on overhead and facilities costs. It is now far too late to be thoughtful about integrating the lessons of a global three or four month experiement into an existing society.
It feels to me that the urgency hasn’t gone away. Every day is a slew of online meetings, stacked back to back and on top of each other without any rest between sessions. Work hours are extended beyond a reasonable day, and those of us who are neuro-divergent are tipped into a world of near-constant distraction and dysregulation from the various and persistent demands on our time and attention. My first wide open day on my calendar for which I have no work committments at all is November 27, two months away. Since I turned 55 I have started taking Fridays off which means that I occasionally book full day sessions for that day. And I can move calls around and make time and space when I need to, but in general, I think my calendar probably reflects yours.
Our time and attention has been divided into hour long units, largely dictated by the default setting on our videoconferencing software. A half hour meeting feels like a blessing, as does a three hour session when we can take breaks and slow down.
My relationship to time is changing. Our relationship is changing.
I’m lamenting the loss of deep long engagement. Pre-pandemic we used to even have great online meetings that were rich and deep. People saw them as special and treated them like face to face meetings, giving the work it’s full attention. Cameras were always on.
Nowadays I bet there are heardly any meetings where everyone is focused on the task at hand. There are browser tabs open, phones to play with, tasks to accomplish while the meeting is going on. In some cases when we are doing workshops in organizations, and people have simply accepted the calendar invitation without giving any thought to how participatory it is, folks will just ghost the whole meeting. We have presented to zoom rooms full of black boxes with names in them, every camera off, every mic muted. One meeting I was involved – with elected officials no less, on the subject of engagement – I simply cut it short. No one was paying attention, no one was participating. There was nothing to do. Clearly the work wasn’t important enough, and so I just said something like “Instead of pulling teeth, I’m just going to suggest we finish this session.” A couple of people took a moment to say goodbye, and most just blinked off. I billed them my full rate.
I reallize that my life history as a facilitator has left me ill equipped for these kinds of meetings where attention is splintered into shards and no one seems to have the time to prepare or follow up becasue the next task is coming right up. Instead what I end up doing is focusing deeply on the invitation to the gathering so that everyone who comes has placed the time we have together at the top of their list. Sometimes this means shortening the meeting from two days to one day, or a half day to an hour and a half. I always warn clients that we can’t do the same quality work in half the time, so we make do. If we need a large amount of time together, we will plan something for a few months out so folks can clear their schedules. It’s now all about invitation and preparation, even more so than it ever was.
So…how are you with time and attention? What adjustments are you making to deliver quality in the meetings in which you are participating?
PS. If you want to read a good literature review on this stuff, check out “Remote work burnout, professional job stress, and employee emotional exhaustion during the COVID-19 pandemic.” i need not remind you that we are still in the pandemic; we are just pretending we aren’t.