My last blog post here was back in March, at the beginning of a colossal few months of travel and work during which I was away from home and working in the Netherlands, Germany, northern Ontario, New York City, Vancouver Island, and several locations in Japan. In the course of my travels I was away from home for 64 days, had two major airline cancellations (one airline went bankrupt, one couldn’t get me home without massively creative re-routing). I probably doubled the number of foods I’ve tasted in my life, just from the 28 day trip to Japan alone, and I’ve come back to find myself taking stock of where I am these days.
Summer is good for that.
In reflecting on my work offerings these days, I find myself doing these kinds of things:
- Helping organizations and communities by facilitating large scale meetings and participatory processes to understand and act in complexity. I do this through meeting design and facilitation. That’s the bread and butter.
- Using technology to support strategic work in complexity. This year I’m working with both Sensemaker and NarraFirma in different projects to help groups collect, analyse, and act from stories. I love this work and it has taken me into the realm of deep developmental evaluation. The software is helping us to be able to generate deeply informed strategic insights with our clients and to create innovative ways to address stuck problems. It’s amazing and powerful participatory research and support for strategy.
- To that end, I have been also been working closely with evaluators in some interesting emerging community projects as well as developing teaching modules to run workshops on participatory methods and evaluation.
That’s the basic strategic work. There is lots of capacity building work I’m doing as well. For me that focuses on teaching, first and foremost:
- Teaching Art of Hosting workshops, including upcoming ones in the next year on Bowen Island, and in the Whitehorse, Montreal, and Calgary.
- Teaching complexity courses. One with Bronagh Gallagher focused on complexity for social activists, and one with Caitlin Frost on complexity basics, using Human Systems Dynamics, Cynefin, The Work and dialogue methods. I’ve taught several one and two day complexity course this past year, and feel like we’ve really got a good introductory course.
- A one day workshop on dialogic containers that I gave to good reviews at Nanzan University in Japan. It is based on two papers I wrote over the past few years on Hosting and Holding Dialogic Containers, and one Dave Snowden’s ABIDE framework (now mooshed with Glenda Eoyang’s CDE framework) as a way of using containers to work with complexity. At Nanzen, Caitlin added a neat little piece on Self as Container as well.
- A course on evaluation, which I first offered online with Beehive Productions this past winter, and then has developed into a two day course offered in New York with Rita Fierro and Dominica McBride. That might morph again and meet the Art of Hosting, so if you’re and evaluator, look out for an offering that joins up those two worlds.
- Leadership 2020, a nine month participatory leadership program for leaders in the Social Services Sector and child and family services ministries in British Columbia. We are coming up on ten years of this work, with a redesigned program so that we can get more leaders through it in a slightly compressed time frame.
- I continue to offer a one-day course at Simon Fraser University on World Cafe and Open Space Technology as part of the certificate in Dialogue and Civic Engagement. You can come to that if you like.
- And I have a few coaching clients as well, folks I spend an hour or so with here and there, thinking through issues in their own practice, working on workshop designs and supporting their confidence to take risk.
As for writing, I have long promised a book on Chaordic Design, and that may still come to pass, but I can see it now being a joint effort with my partner Caitlin Frost. We have been using the Chaordic Stepping Stones tool in every context imaginable and have a ton of stories of application to share. The basic model on my website is due for a revision as well, so perhaps I’l have a chance to do that in the coming few months. When Caitlin and I can find some time to go away and write, we might actually get some stuff on the page.
And here is the blog, my old friend, the place I have recorded thoughts and insights and ideas and events over the past 17 years or so. It needs a bit of attention and it needs to be used, so look for more blog posts more frequently. And they won’t all be well crafted essays – could be just more musings, things that are longer than tweets, and that properly belong free in the world and not locked into the blue prison of facebook. Maybe you’ll even see something of the other passions that are in my life, including my love of soccer, music, and some of the local community projects I’m up to.
Does any of that grab your interest? Is there anything you’d like to hear more about? Can I support your organization or community, or individual practice in any way? Wanna play?
Over the years I’ve noticed a trend in consultative facilitations that goes something like this: a client calls wanting to consult with the community about something. Sometimes this takes the form of a leader wanting to engage employees. The request is usually to design an event where we can hear from people without them being dominated by more powerful voices. At some point the client says something like “we’d like to have our people there as observers or table hosts or mixed in as silent listeners.”
Often this looks like elected officials not wanting to dominate citizen meetings, government or agency staff not wanting to dominate community meetings, or executive teams not wanting to dominate the lower level employees.
My response to this over the years has been to push back hard against that idea, despite how noble it seems. Often it comes from a good place: that those with power want to create space for people without power to speak and have their ideas taken seriously. I get that, and I honour it, but truthfully the best way to do engagement is to, well, engage. It’s entirely possible to design engagement to maximize what you want and minimize what you don;t want all the while not create
Let’s get a few things out of the way
- Groups of people are never free of power and dominating behaviours. It doesn’t matter if you are using a well conducted circle process or a self-organizing process, or placing limits on who can speak and who cannot. It is impossible to build a group process that is free from these behaviours. So the challenge is to mitigate them.
- In truly participatory processes, observers are indeed influential. Have you ever been somewhere and there are people there not participating, just watching from the sides silently and taking notes? Does it feel like this kind of set up lessens power in any way or builds trust?
- If you are consulting because you don’t know the answer to a question, being absent from the conversations does not help you learn. The trickiest challenges we face aren’t solved by listening quietly to someone else in the hopes that they will provide you the answer you are looking for. They are addressed by diving in together and looking for ways to tackle problems in new ways.
If you are facing a truly sticky issue and you have no answers, getting as many people as possible fully engaged in exploring it is critical. So here are a few bits of advice I find myself giving out time after time, in no particular order.
Use a process like Open Space or World Cafe that allows participants to set their own agendas. These processes, and many others, place the onus of discovery, creativity and action on the participants. They operate from the assumptions that the ways forward are there to be discovered together, from the creative spaces between people. Furthermore they are founded on good dialogic principles, which you can point to and practice, such as, speak from your experience, listen to learn and be aware of your impact. Inviting a group into these practices helps them focus on each other as as potential experts.
Use small groups and break them up. I’ve never understood the aversion to small groups, but trust me when I say that you can do very little rapid creative work in groups larger than five. If you want to learn more about my approach to group sizes, here’s a post summing up what I know, and here’s a quick video my friend Nancy White made. Making and breaking up small groups is an important complex facilitation technique that allows for people to create without getting entrained and therefore sinking into domination patterns are or other kinds of bias.
Trust your people. There is an undercurrent to the base worry that clients share with me, and it’s worth addressing with them. I find that when we probe deeper, we discover that often the client has a deeper issue about either trusting their own people to behave well, or trusting a group of “lesser powered” folks to be resilient enough to speak. This is actually easily remedied by designing the session well, but it sometimes helps to have an offline conversation about the way the client feels about participants.
Have truly open questions. If you want your meeting to be truly participatory and engaging, you have to ask a group a questions you are stuck on. The questions need to be open and honest, and the group you assemble needs to be the people best suited to explore the question and create actions around it. Never bring a pre-determined answer to a participatory process, and give people the illusion that they are creating something new together. It’s unethical. Beyond that, truly open questions make it easy to encourage people to listen to one another and they de-centre expertise, meaning that the group itself can truly become the experts. If we can separate those in power from those with answers, we get a truly rich dialogue and learning experience.
Commit to supporting what you start. In my practice of chaordic design, I call this the Architecture of Implementation. You have to know what you are willing to commit to ensure that whatever happens at the meeting will have an effect. This doesn’t always mean money. It could also mean that time, space, power, connections, and many other resources can be put at the behest of the group to move to action. It could also be that you let people know that “nothing will come of this meeting beyond the learning that happens in the meeting itself. It doesn’t matter to me what the architecture is, but it does matter to the group. Being honest helps people to show up in a trusting way, and helps them to know how much time and energy to spend on your initiative.
Invite authentically. If you have designed with all of the above in mind, you can authentically invite the right people to your gathering with very little fear that there will be catastrophic domination. And authentic invitation brings people into the room ready to work on a problem that they are needed for. That is a powerful call.
I’m sure lots of experienced facilitators out there have other wisdom to add about how to address this concern. What have you got to add?
Helping a friend with a design challenge today. He is running a small group process at the end of a day of presentations about energy futures in a small community. He initially thought that it would be good to end the day – in which 120 people are gathered to hear about energy futures – with action steps, but these kinds of gatherings are not good places to come up with action planning. Instead I advised him to use a World Cafe for reflection process to produce the elements of a shared vision. IN a little over an hour, good work can get done without raising expectations to high or demanding too much commitment from folks who just came to hear some presentations.
Here is the design I sent him.
You have a short time. Here’s a design:
Get people into groups of four. If you can, get them around tables with some markers and paper in the middle. If not, just have them move into groups of four chairs.
Tell people not to get comfortable. They will be moving twice in the next hour.
Give them a simple question: “what have you heard today that excites you about our future here?”
Tell them they have 20 minutes to share in their groups and discuss that question.
After 20 minutes stop them all, have everyone stand up together and move to different groups.
Repeat
And repeat again.
Towards the end of the third round, say fifteen minutes in, give each group three post it notes and a pen. Ask them to reflect and agree on three things they heard commonly across all conversations.
To harvest, your ask anyone to read out one of their post it notes. Then you invite any group with a similar one to shout BINGO! And bring the notes to a wall in a nice neat cluster. I’m serious. The goal of the process is to get clusters.
Repeat until all the post it notes are on the wall. Have people come up to the wall and give the clusters names. Get the core team to look at the clusters and write a shared purpose statement from it. This is what you can present back the next day.
World Cafe is perfect for this. It works because it is based on a basic structure of small groups of four people, switching conversations to allow a whole group to deeply explore a question, and a harvesting strategy that makes visible what’s being collectively learned. And you can do it in a little over an hour.
Learn more about The World Cafe.
We were working with a local government client last week in a meeting that had a very contentious subject matter focused on the return of land and uses of that land, to First Nations owners. There was an important conversation as a part of this work that involved removing a structure that had some historical significance to the community but was seen as a mark of an oppressive history by the First Nations owners who could not contemplate it remaining on their land. It is a wickedly complicated issue right at the heart of what reconciliation really means: returning land, transferring ownership and working with history.
Our client did an incredible job of preparing multiple stakeholders to participate in this discussion, by meeting each group personally and hearing their thoughts on the situation. All the stakeholders, twenty in total, agreed to come to a two hour dialogue to discuss the issues at hand. Our client put together a beautiful 8 page booklet with much of the technical information in it about proposals and process and sharing some of the things they had heard in the pre-meetings. The format of the day included a presentation from the First Nations about what they were proposing and why, with most of the meeting involving a World Cafe for dialogue.
It went well. We received a couple of really powerful pieces of positive feedback.
These kinds of conversations are the sharp edge of the reconciliation wedge. It is one thing to conduct a brief territorial acknowledgement at the beginning of a meeting or event, it is entirely another for people to sit down and discuss the issues around the return of land.
In debriefing with our client this week, she made the following observations about what contributed to the usefulness of the container for this conversation:
- Very small groups – no more than four at a table – meant that there was no need for people to “take their best shot” as they would have in a larger plenary format. Groups smaller than five reduce the performative nature of conversation and allow dialogue to fully unfold. This enabled people who needed to invest a lot of emotional energy and attention in their speaking and listening, to operate in a more relaxed way.
- The questions for the dialogue were very broad. Sometimes the most powerful question is “what are you thinking and feeling about what you just heard?” This question kicked off 45 minutes of intense learning, listening and story telling at the tables.
- The invitation process is everything. We helped our client design an invitation process but she took the lead in going to each group separately and talking to them about why they were needed in the conversation.
- There were no observers. Everyone in the room was at a table except for me and our graphic recorder. Everyone at a table had a question they needed answered or a curiosity about the outcome. there was no certainty in the room, no positionality, and yet, each person spoke about their own experience and their own perspective and listened carefully to what others said. Also, everyone in the room had to stretch their perspectives to participate. This was not comfortable for anyone, because this work isn’t comfortable for anyone. It is literally unsettling.
- The First Nations leadership pulled no punches in explaining their reasons for their proposal and why it was important that the structure be removed from their lands. This can be a very tricky thing because while it is important for non-indigenous stakeholders to hear First Nations perspectives, there is a tremendous amount of emotional labour involved in talking about traumatizing history. We had one of our own team prepared to talk about the history and emotional legacy of the structure. She had interviewed people from her community and was well positioned to share the rationale but on the day we didn’t need to her to tell the story as the leadership were willing to tell that story themselves. Enabling this to happen well is important.
Reconciliation is nothing without the return of the lands or the influence over the lands which we acknowledge as “unceded territory.” What stops people from going much further than territorial acknowledgement is the fear of being unsettled in the conversation. But we can’t do this work without holding containers that allow for people to be unsettled. Only that way to we share perspectives and find possibilities and to do so in small, deep conversations where stories can be shared, perspectives understood and . Or sometimes not. But the path to reconciliation requires us to try, and these few notes and observations might help in that.
It’s good to have Dave Snowden back from his treks in the Himalayas. He’s been a big influence on my thinking and practice over the past few years and his near daily blog posts are always rich, irreverent and practical. He is in the process of creating an important body of theory and practice that is useful even if the language and the concepts are sometimes a lot of work to grasp. The payoff from wrestling with his ideas is rich.
Today he’s discussing “dispositionality” which simply means that making change in a system is much easier when you have a sense of what the system is pre-disposed to do (and what it is NOT pre-disposed to do…)
Back in the summer Caitlin and I led a learning lab for the board and staff members of various community foundations from around British Columbia. The five principles that Dave articulated today were very much embedded in our work and they are becoming very much the basis for any change and planning work I do. Here’s how we made it work, pen and paper style.
1. Map the current state of the system, including its dominant flows, eddy points and whirlpools.
We began with a World Cafe design based on small stories of change. It is always good to ask people about actual decisions or stories that they remember to ground their experience in discovery. If you run a cafe on “What are the big sources of change in our sector?” you get a data set that is divorced from reality, meaning that it is subject to being gamed by the participants. I can just insert the things I want to see in there. But if I am asked to tell a story about a particular decision I had to made, the data set is richer and we have a good chance to see emerging patterns.
And so our Cafe ran like that: “Tell a story of a time when you knew things needed to change?”
Each person told a story and the other three at the table listened and wrote down what they heard was the impetus for change, with one data point on a post-it note. We did several rounds of story telling. At the end of the round, we asked people to give the post-its to the story teller, and we gave the story tellers time to rank each post it note on a scale of 1-3. A one meant that the impetus for change was just known to me (a weak signal), two meant that a few other people know about this impetus, and a three meant that this change trigger was known by everybody.
We then had the group cluster all the post-its to find major categories, and we sorted post it notes within the categories to produce a map that was rendered by our graphic recorder, Corrina Keeling. You can see that above.
2. Identify the energy gradient associated with existing dominant patterns and what adjacent possible states to any undesirable pattern present themselves.
The resulting map shows the major areas for change making, specific “acupuncture points” and the “energy gradients associated with the dominant patterns.” Practically what this means is that items marked in yellow were very weak signals and could be candidates for a change initiative that would appear out of left field for the dominant system. Not a bad thing to do, but it requires a lot of resources and political capital to initiate. The red items were things that EVERYBODY was talking about, which meant that the space for innovation was quite closed down. There are a lot of experts, large consulting firms, influential funding pots and politically committed people tackling change at this level because it is perceived to be an influential place to play. As a result it is generally a zone that is not failure tolerant and so these items are not good candidates for a probe or prototyping approach.
But the orange items were in a kind of Goldilocks zone: there are a few people who know that you can make change here, so you have allies, but the field is not cluttered with competing experts trying to assert their ideological solutions.
The whole map allows you to make choices.
3. Engage in safe-to-fail experiments in parallel either to change the energy gradient or to nudge (or shift) a dominant pattern to a more desirable state ideally through action rather than platitude.
This is of course the best approach to making change within complex systems. We took time to develop prototypes that were intended to tell us something about the system. A bonus would be that we might might create ideas that would turn into interesting new initiatives, but the primary function of running prototypes is to probe the system to tell us something about what is possible. Making tentative conclusions from action inspires people to try more, on a path that is a little more blazed. Just creating platitudes such as “Let’s build networks for knowledge transfer” doesn’t do enough to help change makers poke around and try things that are likely to work.
Each participant in the group created one or two prototypes which they rolled out, seeking to make a bit of change and learn about what helped or hindered change making in a relatively conservative sector of civil society.
4. Monitor the impact in real time and take multiple small actions to reinforce the good and disrupt the bad.
We kept the group together over a few months, having them check in over webinars to share the progress on their prototypes. We deliberately created a space where things were allowed to fail or radically change and we harvested learning all the way along. Where things were working, prototypes evolved in that direction, and we had a little funding to help accelerate them. By simply starting, participants discovered oblique strategies and in some cases entirely new ways to address their basic desire for changing some element of their environment. Without engaging in a deliberate yet loosely held action-based project, it is very difficult to see the opportunities that lie in the blind spots.
This learning was summarized in a report, but the bigger harvest was the capacity that each participant built to take steps to sense, design and implement change initiatives with a better informed complexity approach.
5. At all costs avoid any announcement of a change initiative or idealistic outcome based targets
I think this goes without saying. Change making in the complex space is essentially learning on overdrive. When we are truly stuck and yet we have a sense that “this might just work” we need good support to explore that instinct. Being deliberate about it helps. But announcing that “this is what we are doing and here are the targets we have to meet” will collapse people’s inherent creativity down to narrowing the focus of their work on achieve the pre-determined outcomes. That is a perfect strategy for destroying the capacity to engage with complexity, and it can result in a myopic approach to change that guarantees “black swan events” and other nasty surprises.