Category: engagement

Responding to Clark Quinn: Technology or preparation? 

Clark Quinn has a great provocation on his blog today. I ‘ll share a quote, then reply.

So, many of the things we’re doing are driven by bad implementation. And that’s what I started wondering: are we using smart technology to enhance an optimized workforce, or to make up for a lack of adequate preparation?  We could be putting in technology to make up for what we’ve been unsuccessful at doing through training and elearning (because we’re not doing that well).

To put it another way, would we get better returns applying what’s known about how we think, work, and learn than bringing in technology? Would adequate preparation be a more effective approach than throwing technology at the problem, at least in some of the cases? There are strong reasons to use technology to do things we struggle at doing well, and in particular to augment us. But perhaps a better investment, at least in some cases, would be to appropriately distribute tasks between the things our brains do well and what technology does better.

Let me be clear; there are technologies that will do things more reliably than humans, and do things humans would prefer not to. I’m all for the latter, at least ;). And we should optimize both technology and people. I’m a fan of technology to augment us in ways we want to be augmented. So my point is more to consider are we doing enough to prepare people and support them working together. Your thoughts?

Source: LearnletsTechnology or preparation? – Learnlets

While Clark’s question is in the context of workplace learning, it is resonant in far wider contexts. I see it when I’m asked to design group process and gatherings. We are constantly putting “band aids” on instead of addressing underlying issues. We don’t really “prepare people and support them working together.” Why is that? Is it the continued desire for a quick fix, or the deep denial that how we work together matters and making it work more effectively might challenge too many things: power, status quo, cost?

The observation of this problem is neither new nor unique… it is how things often work. So the question  is how do we better shine a light on the underlying issues and take immediate steps — however small – for remediation? Rather than throw up our hands and say it is too messy, hard or difficult?

This is where complexity-informed practices come in. From the deep dives into understanding what is happening with sense-making tools like Cognitive Edge’s Sensemaker, to simple, reproducible group practices like Liberating Structures, we can stop shrugging our shoulders and saying “that’s out of my scope of work” or “I can’t do anything about that.” The point is we have to do SOMETHING. Not just plow on from tech innovation to tech innovation. Here are four possible sets of practices that could help us go deeper and do better. Here are four possible sets of actions.

 Creative Destruction to Make Space

What one thing, no matter how tiny, can we stop doing to make space for the things we want to try? Before we add a new technology, do we stop using another one? Before we seek a solution to an efficiency problem, can we find out what to stop doing that caused the problem? Cue up Ecocycle or TRIZ, and make some of these now-useless activities visible. So often we strive to manage and scale when we have either grown past the things we are scaling, or they are no longer fit for purpose. We operate in mostly dynamic environments, yet we try and shoehorn everything into an ordered domain. (The complicated and simple in the Cynefin framework. In an ordered domain “cause and effect are known or can be discovered.” Complex and chaotic domains are understood as unordered, where ” cause and effect can be deduced only with hindsight or not at all.”).

Space for Uncertainty and Experimentation

Maybe certainty and obsession with technical fixes is overrated. Earlier this week I participated in an online gathering hosted by Johnnie Moore on Unhurried Conversations. He offered five principles to support unhurried conversations and one was The wisdom of uncertainty. We can use uncertainty to experiment our way into useful solutions, rather than coming up with a “brilliant idea” that may inadvertently build on past weakness. We may miss the underlying preparation. We can use Improv Prototyping to “act our way into knowing.” We can use Helping Heuristics to strengthen our listening before we pounce with our own (half baked?) ideas, giving space to considerations that are lost for those of us who “think by talking.”

Leadership for Spotting and Picking Up Promising Experiments

When we start getting seduced by technological innovation, it reminds me that there are people who see the world differently and can look within and beyond the tech itself and spot the ideas for promising experimentation. Not everyone has these skills to imagine things. We want solutions and we tend to foreclose on them too quickly, or fail to do, as Dave Snowden loves to say, “safe fail” experimentation to test our assumptions and asses the complexity (or not) of a situation. Sometimes that means we are smart enough to notice others with these strengths, and not try and be the “solution maker” ourselves. Approaches such as Wicked Questions , Discovery and Action Dialog, and Critical Uncertainties can help us spot the things we might otherwise rush by.

Right Management of the Right Things

I do not want to dismiss the Ecocycle domain of “maturity.” When there is a useful technical application, we want to bring it productively into the work. Same for process issues. Not everything is uncertain and shifting. The critical issue is HOW we manage these things into maturity, and how do we ensure we don’t repeat the cycle of “getting stuck” when that thing ceases to add value. And how leaders and managers can both work in this quadrant of maturity while at the same time supporting the other three areas of creative destruction, networking and birth. Great leaders and managers do their magic in the maturity quadrant AND support others to deploy their strengths in the unordered domains. Keep a critical eye on what must be destroyed, reimagined/imagined and birthed, even if it is not their own area of expertise and comfort.

What are your ideas?

See also:

Lessons from a Crazy MAFN Multi-Sensory Webinar

Warning: Long post suitable for process geeks and lovers of detail. The rest of you might want to skip to the bottom and download the annotated slides PDF!

For the last few years I’ve enjoyed presenting a 90 minute synchronous session for the Mid Atlantic Facilitators Network, or MAFN. The hosting team is top notch, more organized and supportive than any other I’ve experienced, so it is easy to say yes when they invite me back. (This is worth a blog post of its own!)

Each year I use the opportunity to push my own borders. One year I introduced Liberating Structures (2014). Another year Any Lenzo, Nancy Settle-Murphy and I co-led a session about technology and facilitation (2015).  I think there was something in 2016, but alas, memory fails!

This January I said yes again and decided to really push the boundaries of experiential co-learning in a synchronous online environment and play with what happens when we switch up sensory modalities. I positioned this ENTIRELY as an experiment, not a talk given by someone who is certain about something. That alone is an unusual twist. People expect experts. I arrive as a practitioner, and I love claiming this identity.

The title was Fingerpainting Online: Experiments in Synchronous Multimodality. The experiments I proposed included adding music, creating physical objects as interaction prompts, physical movement, taste/smell, vocalization and creation/destruction/recreation. I used the first modality of music by introducing a piece of music – a fugue – and riffing off the structure of fugues. That was probably taking my metaphoric imagination a bit too far, but it was fun. At the bottom of the post you can see pictures of the slides as well as an annotated PDF of the deck which include my notes and some of the anonymized feedback that happened in the group chat.

Prior to the session, participants were emailed a list of preparations which included downloading and making a small paper foldable animal of their choice, having a snack near by, and printing out a note taking template I drew for them.

Listen

The first modality was aural. Before I started even talking, we put on a clip of contemporary classical music. My camera was on so they saw my face as I listened, but I did not talk for a good 120 seconds. An eternity online. During this time I showed three slides, one a brief prompt asking people to think of the 90 minutes together as a piece of music, a quote from Donella Meadows on “getting the beat” of a system, and a definition of a fugue.

I want to explicitly share the Meadows’ quote here as it has value on its own. This idea that we observe, before we disturb. A great process tip!

  1. Get the beat.

Before you disturb the system in any way, watch how it behaves. If it’s a piece of music or a whitewater rapid or a fluctuation in a commodity price, study its beat. If it’s a social system, watch it work. Learn its history. Ask people who’ve been around a long time to tell you what has happened. If possible, find or make a time graph of actual data from the system. Peoples’ memories are not always reliable when it comes to timing.

Donella Meadows

http://donellameadows.org/archives/dancing-with-systems/

When I finally talked, I offered the invitation into this experiment, confessing I had experiences as a practitioner, but no definitive expertise around the experiment. We then talked about the music. Some of the points I raised included:

  • How we carry stress in our bodies, and how that influences group process as facilitators and participants. Music can begin to release some of that stress (or, in moments of uncertainty, create more.)
  • Icebreakers were originally about creating somatic awareness, listening and connection. How does music break ice?
  • Adults react to music based on their experience with that music. Our memory of a particular kind of music will influence the effect. Children tend to just jump into it and be with it. Dance, sing, listen.
  • In my practice, I often use music that reflects context, domain, desired energy level. If I’m working overseas, I use a mix with local music – a subtle honoring of local context.
  • I am often mixing things up, selecting music and language that is familiar enough, but has some unfamiliarity. This bit of dissonance serves to break entrained thinking patterns, and causes us to sit up and pay attention differently.

In the chat room, the comments resonated with some of these observations.

  • It did not resonate with me
  • I was curious. Wondering where this was going.
  • I felt relaxed.
  • It helped focus and ground me to the session
  • curious
  • Relaxed; soothing; all working together
  • engages my right brain, which helps me access creativity (when we start discussing something)
  • Calm, not thinking : )
  • I was not concerned about where this was going. (thinking)
  • relaxing and getting ready
  • Felt lighter. Was thinking “this is different”
  • Actually thinking about past experience of a client very liner which was uncomfortable with anything different.
  • helps slow down the runaway train thinking…
  • I think there’s a question in this for us as facilitators re. our role: are we sage on stage? are we simply facilitating their energy, so they own the process?
  • Nancy White: Yes yes yes… hold that thought . When you change modalities, you change how people notice and pay attention. I’m going to take you on a sensory adventure. Music as conviviality and sociality. Music in complement to visual practices.

We were off and running. In the spirit of the three parts of a fugue, exposition, development and return, we did a bit more exposition and I reviewed the visual note taking template. The central part of the invitation was to treat this experience with curiosity, withholding swift judgement for each modality and then reflection. I warned them some of the parts of the experiment would be down-right weird, and some would be limited by the limits of the technology itself, and I was NOT aiming for some sort of perfect experience. It was EXPERIMENT!

Touch

The next modality was the physicality of touch. Each person had picked, downloaded and built a small foldable animal. The animal they picked determined which chat breakout room they would go to and reflect on a prompt about the artifact they created. There were the elephants, the lions, alligators, rhinos and giraffes.

I asked them to download, print and build an animal based on something I learned years ago from Lisa Kimball. She was my first guide in online conferencing, back in the almost entirely asynchronous, discussion board days. When she hosted an event, she would send out a packet of printed materials (shocking!) which included something to print out, construct and keep by your computer. The agenda was printed on the different faces of the object we assembled. When we were online, one of the prompts was to hold the object when reading other people’s text comments. The kinesthetic experience in the conference, where we were all disembodied, help us feel a connection.

It was a great set up in Adobe Connect because while people chatted in their respective chatrooms, they could see all of the rooms and look “across” the experience. All the Rhinos are holding the same object, working on the same thing.  Then we debriefed. Right off the bat one participant noted it was a “metaphoric opportunity” that helped us become present in a different way through the mere act of touching something. I smiled. Here are a few of the chat observations (beyond the riffing of animal jokes!):

  • A tremendous amount of diversity of thought!
  • Could be in multiple breakouts at the same time — and see what was happening in all of them at the same time.
  • OK to not follow the rules – that in itself is a great intervention, encouraging people to speak up, and to take some ownership. (I told them they did not have to follow the rules I offered!)
  • Metaphoric opportunity for application to real issues
  • My lion just bit me!!
  • Creating connection – all the rhinos, all the giraffes – I think that’s brilliant in a D&I context – we connect with other people around shared whatever; it creates an affinity that I might not feel for you because I don’t know you.
  • Diversity and Inclusion
  • Seem likes the object needs to be relevant to the to the group work at least as much as ice breakers

Move

Our conversation was moving us from the fugue’s exposition to development. We wrapped this section up by me asking them to take their hands off the keyboard, hold their animals, then imagine the other people in the group who had selected the same animal. A shared, somatic experience. And we moved right into the main somatic experience of moving. I invited people to stand up, move about for a few minutes. To release the tension in their hands, arms, neck and shoulders. To breathe. (See Linda Stone’s work on email apnea!)

Chat Notes after standing up and moving:

  • I seemed to have greater energy . I was able to be more focused
  • It’s fun to freak people out sometimes! : ) (reflecting on the fact that people in the office wondered what this person was doing!)
  • I move more as I work
  • relaxed me a bit
  • it just occurred to me.. we should do this whole thing using xbox!! I’d love to see snapshots of people’s moves : )
  • True! VR is the future and coming soon!

Think about the movement towards standing desks? (3+ participants said they had one, one didn’t know what a stand up desk was). How many walk with their phone during phone calls? We are learning that we are killing ourselves prematurely by sitting too much. There is a stream of work around “walking meetings” and redesigned work environments.

But  what do we know about the value of movement in group process? We then explored the connection between moving, attention and how body position can impact attention and prevent more computer based multitasking. Stretch breaks.

Dancing is a metaphor used in our work, just like music (“Its like Jazz!”) Movement and kinesthetic experience has long been incorporated into K-12 pedagogy. The link between math and balance board activities, the association of certain sports activities with areas of studies such as music and math, and the emerging consensus of the value of recess, particularly the physical play aspects, are visible and most of us are aware of them.

If you do a general analysis of group processes, looking at their underlying patterns, there are strong movement components. Large/Small/Large group alternation. “Stand up” meetings.  Visual practitioners talk about the power of people getting up to a wall and making a mark (expressive arts) . The body, my friends, is powerful… Trios in walking tasks improve the quality of thinking and conversation.But we don’t find a lot of results with a Google search about physical aspects of online group facilitation. Building the kinesthetic experience into F2F is fairly common (mode choice), but not very often online. The most frequent thing you hear is to take physical breaks in online events every 40 minutes.

What might technologies like virtual reality help us do? How can our use of metaphors of movement (like dancing)  stimulate the somatic memory. Donella Meadows talked about “dancing with systems.” There are ways of doing strategic planning that are about building resilience, flow and action versus a static plan. We need to build kinesthetic metaphors into our vocabulary and moving methods into our process. I move tables out of the room for more physicality (tables are for eating!), use the human spectrogram to tease out positions and avoid people getting trapped next to the two people they sat down between at the start. What does this look like online?

Different technologies influence our design.  The invitation to engage in these things is important – the language we use.  “This is too childish… we are adults.”  If we have a clear purpose, the activity has to have a direct link to purpose. Talking about facilitation ideas in the abstract is less powerful, because their use towards purpose is what matters. The connection to the purpose: that is the integrity of the design.

Here are some of the ideas the group shared in the chat room: :

  • Instead of having people sitting at breakout tables, have the groups gather around chart paper on the walls around the room
  • I have people stand for exercises all the time . My purpose is to get them focused on the task and get their energy up
  • Love the idea of walking breakout groups
  • I have conference centers give us breakout rooms without tables and chairs. Only flipcharts
  • If folks have cell phones, you can use the Adobe app, etc.
  • How about hololens? An augmented reality headset. Like a next gen Google Glass
  • when working from home, I walk around with my laptop
  • Who says they all have that capability?How to get around the fact that people will sign in with diff technology that prohibits
  • We breakout participants in groups at the end of a day’s session and ask them to produce a skit of their summary of key takeaways from the day. I am always surprised at how much adults love to produce and act! …we can geek out 🙂
  • Love the language change suggestion!
  • there’s a fun platform, MURAL, that allows you to do fun things on the computer that you would do in person – like creating and posting sticky notes with ideas.  https://mural.co/
  • A group of children is almost always more creative than a group of adults. So being “childish” may mean more creative.

Taste/Smell

It was about half way through the 90 minutes when we moved on to taste and smell. Snack time! We’ve heard the line: “Wake up and smell the coffee.” or “That is a tasty idea.” smell and taste metaphors are rich and common. They are one of my favorites because as a chocoholic, I often invoke it in many ways. I shared a picture using chocolate as a metaphor for coming together via  a chocolate mandala at a retreat. Here was a bit of my rap:

Can you smell the chocolate? Does it remind you of something beyond the act of eating chocolate?  Smell memories are some of the most powerful. Smell and taste are powerful parts of the limbic system. Associated with memory and feeling. They can trigger something almost Pavolovian.

“Because the olfactory bulb is part of the brain’s limbic system, an area so closely associated with memory and feeling it’s sometimes called the “emotional brain,” smell can call up memories and powerful responses almost instantaneously. “ (HowStuffWorks) When I smell “Love’s Baby Soft” perfume, my year as an exchange student in Brazil as a high school student rises up in all its detail, when otherwise I simply remember the stories I retold the most after my return. Rice cakes make me think of my pregnancies.

I invited you to bring something yummy to eat or drink. Take a sip or a bite right now, if anything is left. Pay attention to your body. What is happening?

While they were munching, I mentioned the work of a client at the CITA program who have introduced good nutrition before family court hearings. and how this simple act of providing protein is shifting court experiences and outcomes. Yes, our bodies are in this with our minds.

Immediately someone asked about the relevance of an experiment like this – the relevance to the purpose and the relevance of the group. Sometimes I step a bit away from purpose and look at creating or holding the space or conditions for working on a purpose. Punctuation – not the main meal, but things that help the main meal go well. But it can’t divert or detract from purpose. Our role is not entertainment – it has to be purposeful. But food has strong social connotations and it evokes memories. So how can we use this in online facilitation?

Chat Notes:

  • Dark chocolate over coconut – the taste and smell is heaven!
  • Wondering about the realistic application of this during an actual on-line session with people that use diff tech to participate and have diff ability and comfort level with any specific tech. Examples of your use of this ??
  • Nancy: This is exactly my question, I don’t know the answer! 🙂 But I want to hear ideas!
  • Does Adobe allow all of us to connect our cameras and audios for 30seconds?
  • I like what you set up… inviting everyone to bring food / drink and even to eat/drink at the same time. And then… ask to share and go to impact or application??
  • What are you eating? You can eat and type, but hard to eat and talk at the same time.
  • coffee and almonds, here in Philly
  • that was my point 😉 sharing everyone’s eating and drinking 🙂
  • @ZZ, we can turn cameras on, but one person at a time. Anyone want to go on video for a bit?
  • a smell that holds memory for you? and the feeling accompanying it/ and …?
  • we have had ‘celebratory’ online meetings with colleagues around the world — the meeting was to celebrate the group’s work and get feedback on the process,
  • Cranky if we aren’t experiencing good nutrition
  • The same issue with nutrition happens with people with dementia or cognitive impairments
  • I certainly agree that food is good for in person meetings, but it is interesting that I don’t want to be watching people eat on-line. Interesting. Is it just because it is different? Or am I impatient because I see it as taking up time?
  • brain & thinking impact from chronic stress… ACES study.
  • Appreciate the question and exploration of ideas for how to do this. At the end of the day does it not need to be relevantly useful for the group’s work?
  • @YY agreed. But I’m finding myself enjoying seeing the coffee drinking.
  • I’m with XX – don’t want to watch people eat 😉 adverse childhood experiences…

Sing/Vocalize

Next was the experiment that, in a previous setting, was the most challenging for people: shared vocalization in the form of singing. Now I know that when we open up multiple mics there will be a sound mess. Things won’t synch up, so I warned everyone in advance. Then we sang Happy Birthday together.

My friend Steve Crandall mentioned a while back some research about the role of singing and social bonding. (Two here and here.) This got me thinking about singing together. I did a little experiment last year at the Sketching in Practice conference in Vancouver, BC with groups using different modalities F2F and the group that had to sing to communicate was, well, not happy. They rebelled. Singing is not a shared public practice, it seems. 😉 We need to figure out how to USE it!

If you look at the development of shared communication, singing has played  role. But we have often excluded in business as “not appropriate.” They create moments of discomfort, regardless of online or offline. Can we use these moments productively? Can we access the value of shared vocalization more deeply?

I’m not suggesting singing Kumbaya and holding hands, but thinking about the value of shared vocalization, in neurostimulation. As we work in a complex world with different people and contexts, shouldn’t we be calling about these things as part of our process? Shouldn’t we be asking these questions? Maybe just playing music alone is not enough, but need something purpose driven around shared vocalization.

“We show that although singers and non-singers felt equally connected by timepoint 3, singers experienced much faster bonding: singers demonstrated a significantly greater increase in closeness at timepoint 1, but the more gradual increase shown by non-singers caught up over time. This represents the first evidence for an ‘ice-breaker effect’ of singing in promoting fast cohesion between unfamiliar individuals, which bypasses the need for personal knowledge of group members gained through prolonged interaction. We argue that singing may have evolved to quickly bond large human groups of relative strangers, potentially through encouraging willingness to coordinate by enhancing positive affect.” http://rsos.royalsocietypublishing.org/content/2/10/150221

The online technology is not friendly to us today, but we should be asking questions about how we can improve the experience. Maybe virtual reality will help us.

Create/Destroy/Recreate

And with that, we moved on to “create/destry/re-create” which is an experiment I’ve run many times in online meetings. This is the “finger painting online” bit – actually mouse-painting for most people, working on a shared white board and using images instead of words. I’ve written about this before, so I’ll move right into the debrief, as this post has grown to gargantuan proportions. Oops!

The debrief of the open drawing of the first round:

  • started to look like jackson pollack by the end!
  • it got messy!
  • incites curiosity
  • looks like Guernica
  • Depends what we are trying to do.
  • confused
  • LOL
  • For this kind of exercise it felt right
  • overwriting each other’s pictures could get in the way of purpose, or not!
  • I greatly improved other peoples drawings…
  • connection, another way to hi
  • the idea of an exercise of building off others’ work if interesting
  • This is a self selected group of people willing to experiment

The second round where a grid and specific instructions were provided:

  • started to look like jackson pollack by the end!
  • it got messy!
  • incites curiosity
  • looks like Guernica
  • Depends what we are trying to do.
  • confused
  • LOL
  • For this kind of exercise it felt right
  • overwriting each other’s pictures could get in the way of purpose, or not!
  • I greatly improved other peoples drawings…
  • connection, another way to hi
  • the idea of an exercise of building off others’ work if interesting
  • This is a self selected group of people willing to experiment

And the third round where we opened things back up to a more emergent creative practice:

  • This is an awesome exercise… here’s what it looks like in a room as part of a world cafe: http://lizardbrainsolutions.com/zwixnxzvcauu2d39y9ijr7kbumu9y1
  • Lol. Love the gump!
  • Ah, I see Forrest Gump
  • ha ha….ha
  • shared purpose
  • more like the first time
  • tower of babel tasking
  • felt more like intentional collaboration I looked for places to add, elaborate
  • jointly effort because we have a theme
  • it felt like we were all contributing to an agreed end product
  • It seems the drawings appeared at the same time.
  • more detail possible but still does not resemble tree
  • surprise, but shared purpose — yielded unexpected results you could build on
  • some people dominating?
  • a cactus would have been nice.
  • After creating several trees, I looked for open spaces. Trying to work together.
  • its difficult to control the stroke sometimes – inadvertently infringed on people’s space
  • would love to have the drawing exercise with music in the background!

Look at the progression: We had no constraints, then constraints, and then between the two we find the space to work together. We built awareness of intentionality and purpose, of our own acts and the acts of our colleagues. Fisher Qua has been doing a group drawing on large paper that starts with individual drawings on the perimeter of the paper and then work collaboratively towards the center. In a space of unfamiliarity, we act differently into the experience.

World Café table clothes where large white paper is set on each table with a range of colored pens for spontaneous doodling and drawing  are a very good example of this F2F. So too with drawing on whiteboards — we have a subtle negotiation of visual space and an easy place to play in the online space.

The Return

Our time was coming to an end. We reached the “return” stage of our metaphorical fugue. We started easy with aural and ended with easy with visual. We explored how to pay attention together and work together.  Individually. Collectively. At a distance and yet really together. We concluded with a “What? So What? Now What?” debrief which you can read in the PDF below.

For me, the insights were these:

  • We need to actively understand and experiment with including more modalities and approaches in our online work if we truly want to learn and work and play together online.
  • Switching helps us out of our thinking ruts and into new, productive spaces for engagement.
  • Discomfort is ok. Let’s use it productively.
  • We have a lot more work to do!

MAFN FingerP ainting Together Online Jan 2017 Annotated

Following Up After a Liberating Structures Facilitated Event

In late January I helped plan and facilitate the INGENEAS Global Symposium, a gathering of academics, researchers, practitioners, business people and policy makers interested in the role of gender and nutrition in rural agricultural extension services in the developing world. We used Liberating Structures extensively throughout the 3 day event.

Have you ever had the experience in a global meeting where jet lag is an ongoing presence, prompting naps and drooping heads? We saw no napping! People were engaged, occasionally baffled, and exceptionally open to new ways of being together, even those who are most comfortable in traditional academic meetings. The only persistent wish was for more time to “go deeper” in exploring and learning about each other’s work. We hope people will stay connected and build that depth. (More on that in a later blog post about the network mapping project we also did!)

It was fabulous to have a client, Andrea Bohn, who fully embraced both my crazy approaches and Liberating Structures. Her support was  so thorough that we used LS to plan the meetings as well. After the meeting she connected participants who expressed interest in Liberating Structures to their local (or nearly local) practice group for further learning, practice/peer support, and sent out this follow up email:

Dear Symposium participants,

Hard to believe that it has already been more than a week since we parted in Lusaka. It was great to have you there!

One of the follow-up actions I committed to is to tell you a bit more about the facilitation techniques used by Nancy.

It was one of our unspoken intentions with the symposium was to expose you to some very effective means of engaging and including all people (in an organization, at a meeting, training, etc.) and for helping bring to light the knowledge and experiences that exists among those gathered. We trust that you will find these techniques useful in your work as extensionists, trainers, team leads, etc. Most of the techniques used (some in modified form) come from the “Liberating Structures” toolbox (see www.liberatingstructures.com). Over the course of the symposium you experienced (and participated in!) these:

Day 1

Day 2

Day 3

In planning the symposium, we were guided by

There are many more structures/techniques in that toolbox (33 in total, www.liberatingstructures.com/ls-menu). The website describes each in some detail and we encourage you to explore them. However, we also know that it all makes a lot more sense after you have experienced one in action, as you did during the Symposium. I’d love to hear from you how using one or several of these structures in your profession is working out for you.

Sincerely,

Andrea

 Andrea Bohn, M.Sc., MBA

Member of the AgReach Team

www.agreach.illinois.edu

Why Follow Up?

I’ve been either sending a follow up email, or creating an information visual about LS in meetings I am facilitating with LS because it is a simple capacity building step that is both efficient and effective. People are interested in the moment, and the follow up email is a perfect trigger point to invite them to dig in a little deeper. Here is the summary visual I created for a group last December after one of the participants made the request for the “list” of structures. Why not make it visual?

Debriefing With the Team

Beyond participant interest in Liberating Structures, I’ve found it very useful to debrief with the core event planning and facilitation team to get a sense of their experiences and to encourage further application.

In a more traditional academic conference context, this is always interesting. We tend to gravitate towards that which is familiar and comfortable. Those who have literally grown up and experienced their entire careers through formal academic gatherings may feel a bit like “fish out of water” with LS. Through the debrief at this event and others, three main issues come out.

  1. Control is distributed, not held at the front of the room. For example, in traditional academic conferences people present their papers from the front of the room and then the audience asks questions. With Shift and Share, a greater part of the time was focused on the conversation, rather than presentation.  Repeating cycles start to drill down to the most salient issues and points, but that is not always obvious from the start! For those who are used to holding control via presentation and who they choose to call on, this is a power shift as well.
  2. Time feels “too short.” Many of the LS cycle participants rapidly through the work and/or content at hand, and look at it from different perspectives via different structures. There is an instinct to “slow down” but sometimes the rapid cycling can help step past ruts and assumptions allowing greater depth. Over-packing a conference, however, with too much content, can stymie that result. And somehow we always over-pack!
  3. It steps outside of “sanctioned forms.” “I can go to the meeting if I am presenting a paper.” The way legitimacy is viewed in research communities is based on publishing. On presenting. With LS, we focus on meaning making on what is offered, versus exposition. So we need a way to create an invitation that has institutional legitimacy for those coming, but which does not box us into traditional forms if they don’t serve the purpose of the meeting. Across the LS community of practitioners there is deep experience with significant meeting results — without panels and presentations. But it is a leap of faith to go down that road!

 

Learning While Building eLearning: Part 3 – Facilitating Online

Scholar Project -8This is the third of four pieces reflecting on the experiences of Emilio, a subject matter expert who was tasked with converting his successful F2F training into an elearning offering. This one focuses on the facilitation aspects of the course! You can find the context in part 1 , and part 2. (Disclaimer: I was an adviser to the project and my condition of participation was the ability to do this series of blog posts, because there is really useful knowledge to share, both within the colleague’s organization and more widely. So I said I’d add the blog reflections – without pay – if I could share them.)

I want to kick this off with a quote from the amazing Beck Tench talking about facilitating online learning:

Learning and change are super complex. Consider we may never know the effects of our work. Every snapshot lacks context in some way. Proceed with listening, kindness, observation, and experimentation. Accept that there will be uncertainty, as in all things, and move forward anyway.

I love this quote because it reminds us that facilitating online learning is about the teacher’s expertise. And about engagement. And about our stance as an online facilitator – something I think is often invisible or ignored.  Emilio stepped into that stance with a lot of grace, tolerance for the unknown and comfort with trying, learning, and even with a little failure. In my experience this is not that common!

Nancy:  Let’s talk a bit about stepping into reality, the launch of the course. This was your first time facilitating an online learning course. What happened?

Emilio: The beginning was very stressful. There was a moment where I had to reset my vision that I had created at the beginning of this project. We thought we had everything planned by the Thursday before the course. We were prepared to send a message out  to the people who had signed up for the course, expecting them to register on the actual Moodle site, and begin surfing the site and get fully on board on the first Monday of the course.

Then our partner failed to send us the list of participants in time and we had to postpone the launch. Once we got the list, we sent the welcome message on a Thursday. And yet by Monday people had not surfed the website and registered. I had to say, “wait wait, convince yourself, just don’t get frustrated.” This is what we were paying for: a pilot to experience everything, anything that can go wrong. It is better to experience it now. Next time we will do it better. That will be the real start.

This process takes a little bit of emotional intelligence. You can’t lose your focus. You have to learn in the experience. Don’t focus on the idea that this is the official worldwide launch of your elearning program, but a learning experience. So it was not a big deal. Just a couple of hours of freaking out.

Nancy: Now that you have had the experience what reflections do you have about moving and facilitating your successful F2F course? How did you engage people?

Emilio: Other than wanting to respond more quickly? (Laughter: Emilio was amazing – he was not only teaching online for the first time, but he was doing it WHILE he was on the road for work!) Here are some of my lessons.

First, what should I do about participants that belong to a group not responding to each other? I see the first person in that group posts and gets no response. I wondered, should I intervene? I wondered about how to  group participants in some way, to point out some challenges and invite others to react. But I didn’t hoping they would eventually engage. There were two groups where no one commented at all. If I were to do it again I would immediately ask others to post something.  

Nancy: There are more experiments with gamification in online, where, for example, you get points towards badges for responses. I’m not always sure of the long term benefit of these kinds of incentives and if they actually support the learning, but they appear to get people engaged in the moment. Maybe it can trigger learner socialization quicker and be something useful to explore.  Because as you noted, participation in the design of this course assumes people will interact with each other. So socialization of the group is the first step towards that participation, and later is essential for successful group work.

Emilio: Second, I can teach from anywhere. I could see that in our pilot. I was travelling like crazy. Another take away is the real leverage of technology. I could be doing different things in different places in the world and still deliver a course. You see people are learning from anywhere. If you compare that to level of effort for a F2F course, it is a trade off. But the value is there and you as an officer, can become much more productive. Once you invest in the up front work of design and planning, which was more than I expected.

There are some challenges to this anytime/anywhere though! I feel a bit guilty. I could have done a better job dedicating a bit more time overall. Once I woke up I did not realize the time difference in the office hours and had to wake up at 3am. There are a couple of times I knew I was responding two days later. I know that shouldn’t happen, how I wanted it to be. I wanted to respond within 24 hours.

Emilio: Third, include a synchronous element. The most effective tool I feel I had was our weekly synchronous “Office Hours.”  They gave me an opportunity to introduce a dose of F2F interaction which is fantastic.

During the office hours I got a chance to interact with the participants. They would post several questions. The sharing the screen was super critical. I surfed and took them where we wanted to go, to a question related to a graph or slide and explain it. You can sense by the comments – “oh yes, thank you this clarifies a lot.” We quickly solved problems.

Also, just by hearing their questions I could pinpoint those slides where the message may not be that clear and I would edit a couple of things right away. So it helped me get clearer as well.

We tried to record and post the recordings for those who could not attend due to work or time zones, but we had some technical problems. We will try and fix that next time. But I will also really encourage the participants to attend, because it brings the passion for the subject matter and the collegiality which is needed for the group work and active participation. The people who attended office hours were also the people who completed the course!

Some ideas for next time is to expand the use of office hours to help better set up the groups and the process for the group work. Maybe teams could have a private chat or meeting once a week and I could use some questions to help them get to know each other in the context of the course. That leads to my fourth learning: group work requires building relationships. Our group exercises need to be reconsidered (design) and I need to figure out how to get people comfortable enough with each other to actually engage in the group work.

Nancy: Yes, that is really hard, particularly when the participants have allocated an hour a day for three weeks and there is a lot of material to cover!

Emilio: Fifth, don’t do this alone! Milica was my assistant and she was always there. One time I could not log into the office hours and Melicia took care of it. In hindsight, we should have included her earlier in the facilitation conversations and planning. Part of the team. You and the other consultants Cheryl, Terri and everyone were very helpful.

Nancy: What was the facilitation highlight for you?

Emilio:  The first and second Office Hours were critical. The course was mostly asynchronous. I knew people were coming in. I logged in and I saw people logging in and that made it real. There are people there! They had interest, and were  asking questions, actually reading the slides. I could see the numbers (page views). But until you talk to them, see them asking questions, it is hard to see if they really are reading the material. When we held our weekly synchronous Office Hours, this became much more real.

Nancy: So would you keep doing this?

Emilio: Absolutely yes, I’ll keep doing this. Reflecting on it now, and putting into perspective from an administration standpoint,  what I produced during those four weeks of the course, there is an increase in efficiency. I delivered a course – granted for 7 people – but while I was working Bangkok, Mexico and then Peru. Pretty impressive. Amazing, yeah. I had good connectivity fortunately.

Up Next: Reflections from the whole team

#SKiP16 – My Crazy Experimental Offering on Space, Media and Constraints in Visual Teaming

IMG_20160624_142629841Last Friday was a GAS! I spent the day at Sketching in Practice, an amazing offering from Simon Fraser University and led by the incredible Jason Toal. In my next post I’ll recap more of the event as a whole, but I had an amazing time offering a one hour experimental session in the afternoon exploring the impact of the arrangement of space, offering of media and provision of (or not) of task constraints in how a group works together using visual practices. This is part of my preparation for the workshop Michelle Laurie and I are offering this September in Rossland, BC, My Pens, Our Pens: engagement through participatory visualization. More and more I want more than the visual harvest of graphic recording. I want to really dig into the practices that use collaborative and shared visuals for doing real learning and work. So this was a great opportunity.

Here was the description of the session along with my initial planning sketch:

Session title: What if? An experiment to explore if/how structure, format and media influences our interactions

IMG_20160627_074439769_HDRSession overview: Are you ready to be the principle investigator and subject for a short experiment? Join us in this hands on, fingers dirty, experiment on the impact of structure, format and media influences on our interactions with each other. You will be assigned a cohort upon entering the room, with some degree of instruction and materials. You will participate for 20 minutes with that cohort. Then we’ll do a gallery walk and debrief of the experience. Magic or mayhem? Or both? Let’s explore.

As people entered the room (about 35) I assigned them a number. The stations were preset around the room with a number showing on a card. I gave the briefest of brief introductions, as I wanted this to be about the experience, not explanations. The teams dispersed and upon “go” they turned over their cards which provided a brief set of directions (or lack thereof.) The teams then had 20 minutes. The stations included:

  • Station 1: On the floor, a rich assortment of media, and task of simply drawing with no talking allowed. Media included regular markers, pan pastels and crayon markers.
  • Station 2: On a table, no specified task and use only the media provided (dark and light chocolate bars in a bag!)
  • Station 3: On table, provided media (regular markers and crayon markers), no task specified, team can only communicate by singing
  • Station 4: On table, plan a trip from Vancouver BC to Seattle using only images/no words (but you can talk) with regular markers
  • Station 5: Chairs in a circle, flip chart and pens nearby, task to identify a peer’s challenge and offer peer consultation.
  • Station 6: On table, no directions or other constraints.

It was fascinating to watch. The table with just singing as the team communication directions quickly became a pretty frustrated set of people. One person made an effort at singing, but no one else joined in. The table paper became covered with words and images of frustration, along with some comments on their appreciation of the squishy markers that go on like lipstick. The trip planning team talked about their task. When one person put down the latitude demarcation, the whole flow just burst forward and everyone started drawing. The chocolate coloring folks, after a few moments of disbelief, jumped in and we all smelled the chocolate. (I have to admit, after a while the bars looked less like chocolate than some other substance…) The no directions team started out slow but got into the swing of things with a fairly broad and abstract image.  The peer consultation group did not pull in the flip chart until I mentioned it halfway through but they appeared to be deep in conversation.

After the 20 minutes, teams had a few minutes to identify their key insights, then we did a gallery walk to each station to share insights. It was really interesting.

  • IMG_20160624_142639563Station 1: People for the most part stuck with the area of paper they started with, and did beautiful, amazing images. One participant worked bigger and provided some marks that offered opportunities for connecting the individual areas. The team felt that if they had more time, this integration direction would have really kicked in. There were some comments about how yummy the richness of media were. (PAN PASTELS!!)
  • IMG_20160624_142746673Station 2: The chocolate team had really dirty fingers! Despite the early disbelief, they embraced their medium. I think they also ate a bit of the chocolate, which seemed like a smart thing for me! Again, the initial marks by one member provided the start, role modeling that “embracing.” As we walked from station to station, this sense of the role of the “first person to make a move” proved very strong.
  • IMG_20160624_143702970Station 3: The singing only table had a fascinating discussion about the fear of singing in public and we contrasted that with the fear of drawing in public. We realized that the fear of singing made the fear of drawing seem less intense, so maybe moving people WAAAAY beyond their initial comfort zones (to singing), then stepping back (to drawing) might be a way to frame and reflect on our fears. That said, there were some lovely individual marks on the paper. AND a lot more text than I’ve seen when I’ve done this exercise before.
  • IMG_20160624_142247972_HDRStation 4: The trip planners said they really bonded as a team. They were worried they were going to be broken up to other teams and did not like that idea. Of all the teams, there was the greatest sense of “team!”
  • IMG_20160624_141959599_HDRStation 5: The consultation team had to pull in some additional chairs which were higher than the initial comfy chairs, raising the observation about power as manifest in the set up – the higher chair people felt they had to lean in more, and the lower chairs were perhaps more quiet. That said, they had a productive peer consultation. Visuals appeared to be a minimal part of their experience. It made me wonder about how explicit we need to be with both the provision of visual tools and suggestions for use. They don’t appear to be a default.
  • IMG_20160624_143218959Station 6: One tweet out of the no directions group cracked me up – something to the effect of “this is my favorite kind of direction!” They noted that there was some sense of wanting direction or leadership, but after one person made some marks, again, things flowed. However, they wanted chocolate, so they traded some markers with the chocolate folks.

My sense is that most of the people enjoyed the experience in the end, even if they experienced frustration or remorse that they were not in a particular group. There was a lot of interest in both the dynamics of the space/constraint/media question, but the new element that came up for me was the role of the first mark, who makes it, and how they make it. This sets the tone.

If this intrigues you, consider joining us for the workshop My Pens, Our Pens: engagement through participatory visualization.

Here is the photo set on Flickr:

Exercise: Implications of medium, space and constraints