Last week I was a guest keynote facilitator at Econous2017, the annual gathering of Canadian community economic development practitioners. In all, 450 people from across the country gathered together in a traditional conference of panels, workshops and tours to learn and develop their own practices of social entrepreneurship, community development, planning and research.
The conference organizers, led by the courageous Barb Davies of Momentum Consulting were resolved to make at least part of the conference a participatory plenary. The idea was to put the intelligence of the network to use and to ground and apply the learning and experiences of the previous three days on actual projects. We secured 250 small tables that only seated four, which is essential for doing participatory work in a conference setting. Rounds of 6, 8 or 10 people are useless as people cannot hear each other and they are seated too far apart. The inimitable Avril Orloff designed some templates for us and Matt Mayer and Brenna Atnikov were on hand to help hold space and to be good sounding boards for design and harvesting ideas. Team, tools, physical set up all in place. We had a plan.
Pro Action Cafe is a method that was invented by Rainer von Leoprechting and Ria Baeck in Brussels in the early 2000s. It is now a core method in Art of Hosting trainings worldwide, as it is a brilliant combination of the self-organizing nature of an Open Space Technology meeting with the constraints of time, space and questions of a World Cafe. You can learn more about the core method by watching a short video or by downloading a user-guide to the process. While there is lots of scope for variation, the basic flow of questions: from need and purpose, through to what’s missing, to next steps, are as simple a planning framework as one can imagine. I’ve used the process in groups as big as 120, so 300 was going to be a new challenge.
For the conference we needed to customize the process in our planning and in real time. The initial idea was to have participants at the conference post project topics all week long on a long clothesline outside the plenary room. This was intended to save time, as having 80 or more projects hosts identify and name their projects in a plenary room would be massively time consuming and boring.
It quickly became very clear to me that everyone had a very different idea of what that clothesline was, and soon it became filled with information about things people were doing in addition to projects that people were working on. It was a cool news wall, but it wasn’t serving our function of being an emerging agenda wall for the final day’s plenary session.
This meant that we had to adjust our work on the fly. One important lesson for keynote facilitators when working with a conference is never expect people to remember instructions. When you are working with a group of people who are moving in 400 different directions, they can only respond together to directions for the next thing to do. Give them one instruction at a time. Conferences are bubbly and chaotic and participants are there for individual learning. Group activities need to take place within a well managed but not overly controlled container.
When it came time to begin our Pro Action Cafe on Friday morning following a panel presentation and some great rhythmic improv by Troo Knot. I knew we had to change our plan. Instead of asking people to remember what they had posted on the clothesline we took the 40 or so cards and laid them on the stage. I then led the group through these steps:
- Everyone move to a table of four.
- Anyone who posted a project on the clothesline who wants to work on it, retrieve it from the front and return to your table and sit down.
- At all the other tables, the first person to sit down gets to host a project for the morning. Host write there project on a table card
- Once every table had a host, participants had two minutes to cruise the room and find a group to work with.
- We then proceeded through a normal Pro-Action cafe.
This wasn’t a 100% ideal situation, as there may have been more than one person at a group of four that wanted to champion a project, but when you are working with a group of 300 people in an on the fly design, you simply can’t accommodate a very nuanced approach to individual desires. At any rate, there were no complaints at the end of the morning that people didn’t get to champion a project. One quarter of the room got to bring projects into the space and everyone else fulfilled the role of listeners and advisors. I let people find the projects they wanted to work on, but only a maximum of three advisers could join any round. I also encouraged people to just randomly sit at a table and offer a naive perspective to the work, one which can be very valuable.
Following three rounds of work (which included a short break) we had a popcorn feedback session where people stood to offer reflections and gratitudes on what they had received during the morning to the plenary
We had a number of really interesting projects emerge on the day covering the full spectrum of community economic development from food production to access to capital for entrepreneurs to community renewable energy models to creating labyrinths in a city. Participants left with filled in templates that captured their need and purpose, new ideas to improve the project and a list of resources and people that might help them move forward.
It takes attention and a small team, but creating participatory and productive sessions in large conferences is possible. It means disrupting traditional conference organizing and conference hosting, but the upside is that participants get to work with the people in the room, get to exert agency over their learning agendas and everyone gets a chance to participate. I can’t overestimate how important it is work with good physical space set ups and to build in more time than you think you need in order for participants to not be rushed. Moving three hundred people around a room is a lot of work, and the herd moves slowly!
Keynote facilitation is something I have done lost of in the past ten years. I’d be happy to chat with you about making your next conference more interactive and truly participatory beyond accepting questions to a panel from the floor, or having people tweet on a back channel to be engaged. Pro Action Cafe might just be the perfect tool to bring a conference to action in a short period of time and put the inspiration and learning to work.
We are embarking on a innovative approach to a social problem and we need a framework to guide the evaluation process. As it is a complex challenge, we’re beginning with a developmental evaluation framework. To begin creating that,I was at work for most of the morning putting together a meta-framework, consisting of questions our core team needs to answer. In Art of Hosting terms, we might call this a harvesting plan.
For me, when working in the space of developmental evaluation, Michael Quinn Patton is the guy whose work guides mine. This morning I used his eight principles to fashion some questions and conversation invitations for our core team. The eight principles are:
- Developmental purpose
- Evaluation rigor
- Utilization focus
- Innovation niche
- Complexity perspective
- Systems thinking
- Co-creation
- Timely feedback
The first four of these are critical and the second four are kind of corollaries to the first and the first two are essential.
I think in the Art of Hosting and Art of Harvesting communities we get the first principle quite well, that participatory initiatives are, by their nature, developmental. They evolve and change and engage emergence. What I don’t see a lot of however is good rigour around the harvesting and evaluation.
All conversations produce data. Hosts and harvesters make decisions and choices about the kind of data to take away from hosted conversations. Worse, we sometimes DON’T make those decisions and then we end up with a mess, and nothing useful or reliable as a result of our work.
I was remembering a poorly facilitated session I once saw where the facilitator asked for brainstormed approaches to a problem. He wrote them in a list on a flip chart. When there were no more ideas, he started at the top and asked people to develop a plan for each one.
The problems with this approach are obvious. Not al ideas are equal, not all are practical. “Solve homlessness” is not on the same scale as “provide clothing bundles.” No one would seriously believe that this is an effective way to make a plan or address an issue.
You have to ask why things matter. When you are collecting data, why are you collecting that data and how are you collecting it? What is it being used for? Is it a reliable data source? What is your theoretical basis for choosing to work with this data versus other kinds of data?
I find that we do not do that enough in the art of hosting community. Harvesting is given very little thought other than “what am I going to do with all these flipcharts?” at which point it is too late. Evaluation (and harvesting) rigour is a design consideration. If you are not rigourous in your data collection and your harvesting methods, others can quite rightly challenge your conclusions. If you cannot show that the data you have collected is coherent with a strategic approach to the problem you are addressing, you shouldn’t be surprised if your initiative sputters.
In my meta-framework the simple questions I am using are:
- What are our data collection methods?
- What is the theoretical basis and coherence for them?
That is enough to begin the conversation. Answering these has a major impact on what we are hosting.
I high recommend Quinn Patton et. al.’s book Developmental Evaluation Exemplars for a grounded set of principles and some cases. Get rigourous.
My friends over at the Social Labs Revolution website have been fielding questions about the prototyping phase of labwork and today published a nice compilation of prototyping resources. It’s worth a visit. It got me thinking this morning about some of the tools I use for planning these days.
Last week we were out in Tofino hosting a three-day leadership workshop on dialogue with sixty people, most of whom were from the Port Alberni and west coast area. In the room were leaders from Hupacaseth, Toquaht, Ahousaht, Hesquiaht, Tsehshaht and Tloquiaht First Nations and Councillors from Ucluelet, Tofino and the Alberni-Clayoquat Regional District. Additionally there were citizens, non-profit workers, community foundation staff, scientists and small business people in the room. It was the kind of gathering that everyone is always saying “has to happen.”
As Bronagh Gallagher and I have been musing about our offering on complexity, facilitation and social justice, we have been discussing the shift in activism from ideology to evolutionary. Ideological movements try to coalesce activities and people along a line towards a fixed end state. Evolutionary movements start with intentions, principles and move outward in multiple directions along vectors. They adjust and learn as they go, and they both respond to and change their context.
This nice post from Network Centered Advocacy capgtues what I’m talking about by first looking at how a lacrosse player’s artistry evolves in changing contexts and then concludes with these important paragraphs:
Being labeled a “movement” is a reflection of evolutionary status. One person or organization does not qualify as a movement, yet there is no set size of a movement. Movements are messy, complex and organic. The movement label is shorthand, an inclusive term of many independent leaders and supporters, their support structures, all that they can tap into, as well as their capacity to disagree as often as they align on work.
Movements are a reflection of self-directed, adaptive, resilient, self-sacrificing, supported and persistent initiatives to work on complex problems. There are no movement structures, but instead a movement is a mass migration of people, organizations, businesses and communities unified in common story, driving to shift culture, policy, behavior and norms. Successful movements build and transform the landscape as they progress providing a base for further progress. A quick scan of the first few pages of google news for” movements” produces a snapshot of the current movements that come to mind, including the movement against fracking, the climate change movement, the tea party movement, Occupy, #blacklivesmatter, the anti-austerity movement, the dump-Trump movement, the maker-movement, the LGBTQ movement–the list goes on.
A key evolution point in a movement’s trajectory is the transition away from any single point of failure, to be loosely structured and resilient enough to absorb setbacks. The agility and adaptive characteristics of movements are fueled not only by personal stakes, individualism, driven leadership, passion and local control, but also by unpredictable solidarity and a distributed organizing approach that resists centralization. The difference between an organization, coalition, centralized campaign and a genuine movement is the way each fuels smart local initiatives and the ways leaders align power.
Building a movement is actually more aptly perceived as unleashing a movement, creating new spaces that help the movement surge in wider, expansive and still supportive directions. As a movement gains organizing momentum, strategies shift to broadly unfold and push a wide set of actions that draw opposition thin rather than clustering and making defense easy. This distributed layout requires a shift in thinking and strategy.
The key thing to notice here is that culture is changed by evolving movements, not linear programs. Movements are not led TOWARDS a goal, but rather emanate from a set of connected and coherent stories, actions and intentions, and self-correct, fail and adapt as they go. This is true whether the venue of action is organizational or societal. Cultures are complex and require complexity to change them. Diving more into the examples given in the quote will give you more insight into how these movements have become a part of, and transformative agents within, the cultures they are aiming to change.