Category: engagement

Moving Online in Pandemic #3: What to STOP doing!

This is the third of a series of posts to support anyone working to move their offline/face to face group interactions online. It is pretty “drafty” and hopefully there will be energy to improve.

The preamble is here and Part 2: Ecocycle here. If you are an online facilitator or finding yourself in that role, join our group here. If you are looking for resources, check here.

In the race to do SOMETHING as we are forced to move many group interactions online, there is something we MUST NOT DO. That is replicate terrible offline meeting habits online. They only get worse. If it was bad F2F, you will have total turn off and rebellion online.

So the first step is to figure out what to STOP doing, before you make a list of all the things you are GOING to do. There is a fantastic Liberating Structure called TRIZ, which works really well online (as well as offline!) Here is the intro from the Liberating Structures website.

Making Space with TRIZ* – Stop Counterproductive Activities and Behaviors to Make Space for Innovation  

Every act of creation is first an act of destruction. – Pablo Picasso

What is made possible? You can clear space for innovation by helping a group let go of what it knows (but rarely admits) limits its success and by inviting creative destruction. TRIZ makes it possible to challenge sacred cows safely and encourages heretical thinking. The question “What must we stop doing to make progress on our deepest purpose?” induces seriously fun yet very courageous conversations. Since laughter often erupts, issues that are otherwise taboo get a chance to be aired and confronted. With creative destruction come opportunities for renewal as local action and innovation rush in to fill the vacuum. Whoosh!

*  Inspired by one small element of the eponymous Russian engineering approach teoriya resheniya izobretatelskikh zadatch.

http://www.liberatingstructures.com/6-making-space-with-triz/

This post will take you through step by step doing TRIZ online, supported by slides on Google Drive. Here is the visual on the LS site that gives a great quick gist of the process.

I’m assuming you typically get your team together in your video conferencing space. Ideally you are using a tool that allows breakout groups like Zoom. (Pssst, someone told me today that breakouts are possible on Microsoft Teams. If you have instructions, leave a comment!)

The preparation:

  • Prepare a Google Doc, Slides (one slide per group) or something similar for each breakout group. Set the permissions so everyone can edit. Have the urls handy to paste into the chat room at the appropriate moment.
  • Have the step wise instructions ready to copy/paste into the chat room. One instruction – they go do it – then the next. Don’t put them all in at once.
  • Refine your invitation. The one below is for specifically stopping bad meeting habits before they go online, but you have many options!

The invitation: In plenary in your online meeting space welcome folks and then dig in. “First alone, think about how we could reliably design our online meeting so that nothing got done, everyone had a TERRIBLE time and our leadership and credibility is seriously damaged. Make a list of all the things you would have to do to make this happen. Go wild! I’ll post this instruction in the chat to keep it top of mind.” Paste these first instruction in chat. While people are thinking alone, prepare your breakout groups. 2 minutes

In your group: In a moment tell folks you are going to put them into breakout groups (If you need to, describe how that works on your platform!) In chat paste the next step instruction, and then the urls for each breakout group Google Doc – so doc #1 goes to breakout group #1. Sometimes people get confused. If they all end up in the same google doc, that is ok. They can figure it out!! Here is their task: “In your group, share your ideas and compile a master list in your Google Doc. You have five minutes then I’ll pull you back into the ain room for a touch point. In the template I’ve drafted, you can do the lists right into the Google Slides too! Make a separate slide for each group. 5 minutes

Touch point: At this point you can quickly bring everyone back to briefly check in and set up the next step. “Have you created the design for absolute failure? Give me a few examples of the most horrendous things you can do.” This gets people riled up even more!

Next Step: What is real? Tell them you are going to send them back into their groups. “Now run through each element. Which of these elements is currently present in your work practices. Highlight those in your Google doc. Calculate what percentage you are actually DOING? You have five minutes then we’ll come back for a touch point. Paste in this instruction then send them on their way!

Touch point: Quickly ask what percentage are highlighted. This is where it gets real, my friends!

Next Step: Tell folks you are going to send them to breakouts one more time. “Next pick one or more of those things to STOP doing before you design your online meetings. What is the first step you need to do to STOP it? Make a plan to do that. Be as concrete as you can and identify who has to be involved to make it happen. Be prepared to share your next steps when we return to plenary. You have 10 minutes. Paste in this instruction then send them on their way!

When everyone is back, prioritize your collective next steps to STOP doing. Then reflect on the process. What is liberated when we identify what to STOP doing? What is made possible?

Riffs, Variations and Hacks:
There are some hacks here, too. The timing may vary, don’t go too slow. People can start turning into a complaint session and that is not the intention. If your group is small, keep them all in the main video conferencing room. If you are in a tool like Zoom where you can send messages to the breakout rooms, you can help them keep track of time.

In the second post of this series I wrote about Ecocycle. TRIZ is great to move past being stuck in the “rigidity trap” in the Ecocycle, and into creative destruction. It is great to help people get out of their individual and collective ruts. The example here is focused on stopping bad meetings, but your invitation can be anything that needs a little creative destruction!!

Thoughts? Feedback?

Moving Online in Pandemic: Preamble

EDITED: To include more on differentiation/integration. I had the terms all wrong. Go figure! And to add a link to a group for online facilitators considering how to support the rapid move to online meetings. Join here.

I am going to share a series of blog posts over the next days about how to move your group interactions online. For me, however, there is some starting context, a preamble, if you may. Skip this if you want to get right to the point. Come back to it later if you wish. However, if you are feeling fear, confusion, frustration, stop and take a minute with me to breathe and reflect.

Here we go…

The emails have been flying, phone and Zoom conversations everywhere asking “how do we move this meeting, event, workshop, whatever online in response to the novel Corona virus outbreak?” With each conversation, observing intense online conversations, I keep asking myself, what can I contribute? As an early student, teacher and writer on online facilitation, I sense I can be of use. What should I do?

In typical Nancy fasion I jumped into action, started up an email list, opened a Google Doc to share resources, responded to individual requests for help. Boing, boom, zip, zap!

But it felt like I was missing something fundamental. All that disconnected response. As I look back, three moments helped solidify my focus.

The first was in a conversation with Neil McCarthy on Thursday. We were swapping our group process design principles and heuristics. Everyone was asking “how do I move this meeting online?”

Neil shared his understanding about the need for holding space for people to be individuals (Jungian “Individuation“), to be heard, to be different, and holding space for people to find common ground and move forward. His pragmatic example of HOW is the power of letting people first talk in pairs to establish their own thinking, perspective and even identity BEFORE trying to work towards group movement forward or even cohesion. This is why both of us really find utility in Liberating Structures, particularly the foundation pattern of 1-2-4-All (in any variation – 1-2, 1-3-all, etc.)

EDIT: I got a bit more information from Neil. He shared that it is differentiation/integration theory. “I got the phrase from Marv Weisbord and Sandra Janoff book “Don’t Just Do Something, Stand There“. A great book for “leading meetings that matter.” It also shows up in Dialogic Organization Development, edited by Bushe and Marshak, but they don’t call it D/I theory. Peter Block in his book Community: the structure of belonging, uses phrases like “If I cant say no then my yes doesn’t mean anything.” These are all referencing the same concept. ” THANKS, Neil!

In many online meetings there is this fundamentally flawed assumption that we can automagically do everything together at the same time. Neil’s very clear articulation helped me suggest a pattern for online design that might easily shared. It was a systems insight at a pretty find grained level.

A second shimmer of insight at the much broader systems level arrived at the end of 90 minutes online Zoom gathering with more than 100 people from the EU wrestling with how to move so many meetings online. After the formal end, some of us stuck around to debrief. I summarized by saying “Don’t just look at your technology choices. Pay attention to what is shifting. Use something like the Ecocycle to get a sense of what is happening at a systems level. It might help you discern useful first steps and set a direction forward.” Something resonated, even as I was forming my understanding while thinking. (Thank you brain, for working even when I’m not really trying!) You will see the Ecocyle in action in the next post of this series!

Finally, I woke up early early this morning and read the day’s meditation response shared by a friend (Thank You Rachel!), “The Law of Least Effort.” Here is a snippet (I’m working on the source and will edit it in once I’ve secured it.)

“When your actions are motivated by love, your energy is multiplied and accumulated. Release of this energy allows you to redirect it towards the creation of everything that you want. When your spirit is your inner point of reference, all of the immense power of the Universe is at your disposal. You can then use this energy creatively, moving toward abundance and evolution.”

Abundance. Love. Evolution.

Balance that message with all of the fear, partisanship and rancor that flows over us from the media. Some of it alerts us to act. Some of it cripples us. Then, all of a sudden it hit me. Go back to the fundamental principles shared by Donella Meadows in her seminal work, Leverage Points: Places to intervene in a system. She so elegantly called this “dancing with the system.” I want to share one image from http://donellameadows.org/a-visual-approach-to-leverage-points/ that brings some of this playful approach to deadly serious issues.

The point? Start by stopping, looking, stepping back, look closer, step back, further back, look closer, closer, ready? FIX IT. These are the PRACTICES that allows us to dance with systems, to use the 12 leverage points Meadows so lovingly discovered, crafted and shared.

So if you, like me, sense a call, an invitation to to do something, but are feeling overwhelmed, consider the meditation. Consider Donella Meadows insights and then situate yourself in the place where you can contribute, from the micro to the macro. Join with me or some other person. (Don’t do this alone…)

The invitation calling me is “How can we stay connected to each other in any way in a time of social distancing?” The pragmatic manifestation of that will be to think with fellow practitioners, share practices, insights, ideas and inspirations on how groups can productively meet, engage, connect and then experiment and iterate to make progress online in a way that builds on our strengths and helps us move past fear into abundant action.

Please join me. Part 2 will be up within 24 hours.

Finding the Roots of Confusiasm

Over the years, the concept of “confusiasm” has become not only near and dear to my heart, but useful in so many ways that I never expected. It became a rallying cry for emergent, collaborative learning at a professional development project for professors at the University of Guadalajara (UdG Agora Project – confusiasmo! Translated!). It is a term that has been lovingly adopted by the Liberating Structures global network of practitioners. It has had its moments as a meme on Twitter.

Confusiasm is the happy coupling of confusion and enthusiasm. You know, that moment when something interesting is happening but you can’t quite understand it, but it feels really right. The verge of discovery. The hunch that in a messy, complex situation you are starting to see patterns that give you just enough confidence to keep moving forward and not give up.

Carl Jackson

Carl Jackson: the father of Confusiasm?

Because of the value it has accrued, I wanted to go back to my understanding of the roots of the word – when and where it was coined. My memory of it came from a game that emerged at one of the face-to-face gatherings of the KM4Dev (Knowledge management for development) community of practice, instigated by Carl Jackson, now of Westhill Knowledge in the UK. I think it was the 2006 Brighton gathering, but I’m not sure. It could have been Almada, Portugal in 2008. It starts showing up in websearches in 2008 so I suspect our play with the word was in 2006.

Carl has this uncanny ability to create portmanteaus, words. From Wikipedia: “a linguistic blend of words, in which parts of multiple words or their phonemes (sounds) are combined into a new word, as in smog, coined by blending smoke and fog,[or motel, from motor and hotel.” All during the gathering he could coin them faster, and with a great deal more humor, than the rest of us. It was amazing!

So is that where confusiasm was born? I don’t really know. In the true spirit of Confusiasm, Carl wonders if it may have been our KM4Dev peer Ewen Le Borgne who coined the word at Almada. Ewen is that kind of human being too! So it is all possible. Ewen, what do you remember?

The earliest web reference to confusiasm I could find was actually a typo in a reference in a research paper, mispelling Confusianism with Confusiasm. (The paper was cited as Lim, C. and Lay, C.S. (2003) ”Confusiasm and the protestant work ethic”. Asia Europe Journal, Vol. 1, pp. 321-322. In the journal, the title is Confucianism and the Protestant Work Ethic)

Nowadays I see it in many places.

In today’s world, so much is messy and uncertain. Our ability to predict things is, well, paltry. But we have to keep going. So let’s marshal our confusiasm! Onward! And THANKS CARL!

Update 06/02/2025 – Is our source Riff Fullan? I remain in full confusiasm!

Screenshot from LinkedIn from Riff Fullan on the origins of confusiasm being the KM4Dev 2007 Zeist meeting where Riff heard responses both of confusion and enthusiasm and he put it together!

Empathy Flowing in Many Directions

A friend shared a New York Times opinion piece by Kaitlyn Greenidge yesterday that really planted a seed in my brain. First of all, read the piece. Especially if you are a white woman, as am I. It is a tangible, down to earth example to help us understand white privilege. And that is work I am/need to be doing continually. It is an ever changing path; a rocky shoreline.

So when we as black girls read most books, we have to will ourselves into the bodies on the page, with a selectivity and an internal edit that white readers of the same canon do not necessarily have to exercise.

“So what?” one might think. Isn’t reading fiction an exercise in empathy?

But empathy for whom, and for what higher purpose, always complicates this supposedly benevolent action. Is empathy really empathy if it’s generally asked to flow in only one direction? Under those circumstances, empathy looks less like identifying with the other and more like emotional hegemony. – by Kaitlyn Greenidge, NYTimes, 1/13/2020.

The quote I pulled above was useful for me today both professionally and personally. As a group process geek in my work, I’ve always sought to cultivate empathy in any group. Ms. Greenidge helped me see that empathy might also be oppression. Is it right to claim empathy with another when we clearly don’t understand, see or acknowledge their world view and experience?

Though it’s examination of the Greta Gerwig movie version of Louisa May Alcott’s “Little Women” as viewed by women of color, Ms. Greenidge helps me raise some new questions for myself when working with people coming from different contexts.

When designing and facilitating group process, how are we discovering and staying conscious of our filters that may, if left unchecked, render even empathy as a deficit because it is “emotional hegemony?” Here are three starting points for me today.

  1. What values, myths or traditions of my own am I consciously or unconsciously calling on to frame group process?
  2. How am I broadening the range of values, myths and traditions I include to reflect the seen and potentially unseen contexts of people in the group?
  3. How does my language reflect my unconscious frames (and thus biases) and who can I call upon to help me by listening to my patterns and challenge them. Ideally, not asking a person of color to do this. This is not their job!

What recommendations do you have so that when we utilize our empathy, we are not inadvertently rendering it as a weapon? How do we find our path?

Adaptive Strategy Development

Introduction

Designing in complex and emergent contexts challenges the traditional log frame approach. With a set of Liberating Structures we can create a more adaptive and  actionable strategy  for project design and development that contextualizes the plan into a fuller picture of the landscape within which it operates. This is a very belated follow up on the application of the process with the good folks at the University of Illinois for the INGENEAS project where we used this approach in April. 

Liberating Structures are easy-to-learn microstructures that enhance relational coordination and trust. They quickly foster lively participation in groups of any size, making it possible to truly include and unleash everyone. Liberating Structures are a disruptive innovation that can replace more controlling or constraining approaches. They are engaging, easily learned and replicated and “complexity friendly.” To learn more about Liberating Structures, please visit http://www.liberatingstructures.com.

With a fully engaged and flexible approach, challenges such as complex international development projects can work with emerging contexts, rather than struggle against them.  Business with rapidly changing markets can develop a portfolio of approaches to respond quickly and accurately. 

As a process, participants in all parts of a system can engage, probe and sense on the ground, and loop the learning back into the strategy e for iterative improvements. Monitoring and evaluation approaches that require flexibility to work in complex contexts are designed as part of the landscape, not afterwards.

Framing the strategic planning as an adaptive landscape versus a document situates the work in its complex setting. By complex, we mean we may not be able to predict outcomes, even with extensive expertise, and only understand causality after the fact. For example, most international development work operates partially and sometimes mostly in complex settings. So the use of complexity-based approaches helps us work more productively and adaptively in these contexts.

The Six Essential Questions of the Adaptive Strategy Landscape

The strategy landscape, or “knotworking” as it is increasingly called,  is framed around six essential questions and held together through the Ecocycle. These questions frame, drive and help us evaluate our strategy.

  1. PURPOSE: Why, why, why is this work important to us and the wider community?  How do we justify our work to others?
  2. CONTEXT: What is happening around us that demands a fresh/new/novel approach (creative adaptation and change)?
  3. BASELINE: Where are we starting, really?
  4. CHALLENGE: What paradoxical challenges must we face to make progress?
  5. AMBITION: Given our purpose, what seems possible now?
  6. ACTION & EVALUATION: How are we moving/breaking away from the present and moving toward the future? How do we know?

The questions, particularly the focus on purpose and ambition pull a group into possibilities as they make choices and identify next steps.  While they seem linear, there are feedback loops. As the group discovers new things, they may come back and modify earlier “answers.” 

The Ecocycle

The Ecocycle provides the glue across the six questions and helps us recognize that we are always working in emerging contexts. To fully exploit knowledge and practice that has been vetted and ready for scale (maturity), we also have to pay attention to what is no longer adding value (creative destruction), what is needing to be birthed (networking) and then iteratively developing those ideas (birth) until they reach their own maturity. The Ecocycle illuminates the pulling from gestation to birth to maturity to creative destruction where strategy-and-tactics are combined.  A new mindset pops into view. It can also help assess current state of activities, assets, relationships and resources, as well as identify future possible actions. 

Strings for Each Question

Liberating Structures are most often used in a combination. The six questions are engagingly answered through a series, or “string” of Liberating Structures. There are a range of structures that can be used for each question. Here are some examples:

PURPOSE: Why, why, why is this work important to us and the wider community?  How do we justify our work to others?

  • 9 Whys   – Make the Purpose of Your Work Together Clear. When we dig into our assumptions, our true purpose may reveal itself – and surprise us!
  • 1-2-4-All – Engage Everyone Simultaneously in Generating Questions, Ideas, and Suggestions. Thinking alone, clarifying in pairs then building a sense of ideas across larger groups help us step beyond the “usual” ideas and observations and facilitate input from all – even the quiet folks.
  • Drawing Together – Reveal Insights and Paths Forward Through Nonverbal Expression. We tap into different parts of our brain, may reveal new insights and prevent jumping to premature judgement or closure.

CONTEXT: What is happening around us that demands a fresh/new/novel approach (creative adaptation and change)?

  • Mad Tea – Connecting with others to reveal surprising truths and action steps. Using rapidly rotating paired conversations, we also provide a smaller, safer space to reveal initial ideas, fears, and issues.
  • Discovery and Action Dialog – Discover, Invent, and Unleash Local Solutions to Chronic Problems. We build on our strengths, even the ones we didn’t know we had!
  • Users Experience Fishbowl – Share Know-How Gained from Experience with a Larger Community. 

BASELINE: Where are we starting, really?

  • What, So What, Now What? – Together, Look Back on Progress to Date and Decide What Adjustments Are Needed.
  • TRIZ – Stop Counterproductive Activities and Behaviors to Make Space for Innovation.
  • Critical Uncertainties – Develop Strategies for Operating in a Range of Plausible Yet Unpredictable Futures. We get out of our “thinking ruts.”
  • Note: The baseline also gives us a starting point for monitoring and evaluation design at the start, not the end of our work!

CHALLENGE: What paradoxical challenges must we face to make progress?

  • TRIZ – Stop Counterproductive Activities and Behaviors to Make Space for Innovation. It is amazing how liberating it is to STOP something. We do too much adding…
  • Wicked Questions – Articulate the Paradoxical Challenges That a Group Must Confront to Succeed. Finding the AND instead of the EITHER/OR.

AMBITION: Given our purpose, what seems possible now?

  • 25/10 Crowd Sourcing – Rapidly Generate and Sift a Group’s Most Powerful Actionable Ideas. Get some initial ideas on the table rather than trying to design the perfect solution. Especially by committee!
  • 15% Solutions – Discover and Focus on What Each Person Has the Freedom and Resources to Do Now.  Empower immediate action, results and iterative improvement.
  • Troika Consulting – Get Practical and Imaginative Help from Colleagues Immediately. Sharpen ideas for launch.

ACTION & EVALUATION: How are we moving/breaking away from the present and moving toward the future? How do we know?

  • What, So What, Now What? – Together, Look Back on Progress to Date and Decide What Adjustments Are Needed. At the micro or macro level, for process and for the actual work or practice.
  • Ecocycle – Analyze the Full Portfolio of Activities and Relationships to Identify Obstacles and Opportunities for Progress. Situate the work.
  • WINFY – Surface Essential Needs Across Functions and Accept or Reject Requests for Support. Identify how we work together practically and honestly.
  • Purpose to Practice – Design the Five Essential Elements for a Resilient and Enduring Initiative. Get the work GOING!

The Visual Canvas

When working in complex contexts, there is often a lot to track and wrap one’s head around. Some of these things are simple next steps, clear data, and identified issues. Others are less certain. We have developed a visual canvas with Ecocycle at the center, surrounded by the six questions for capturing and making sense of the most important findings of the group as they work through the process. Keeping both the questions and the Ecocycle visible throughout the process helps ground and reground as the group progresses. Often post it notes are used so that as new data, insights, and challenges are surfaced, the canvas can be updated. At the end, there is a “story spine” that can support the telling of the strategy story to others.

The visual can be on a large piece of paper on the wall for face to face groups, or a digital artifact online with movable digital notes.

Examples from Other Groups

I have used this approach with a number of groups over the past three years. The results have been:

  • From the Fire Adaptive Communities retreat

    Surprising – One group not only entirely rethought their approach, but the use of Liberating Structures also reshaped their process.

  • Fast – Quick, iterative interactions revealed far more than traditional SWOT approaches. People are usually amazed at how much they can get done in a day in developing their strategy and implementation.
  • Possibly threatening – If one or more people come in to the process thinking they know the outcome and their agenda will prevail, this approach can destabilize them and stimulate sabotaging. It is important that everyone knows that Liberating Structures engage and unleash everyone and if you open that Pandora’s box, you need to be ready to listen to and respond to that engagement.
  • New questions –  Some of the things that have surfaced in this work include: how to mine the past without falling into thinking traps in complex contexts where the past may not help us understand our path towards the future; understand how this approach supports and makes visible the decision making processes and finally, how to weave it into developmental evaluation.

Inspirations/Resources

This was developed off of the initial inspiration from Keith McCandless, co-founder of Liberating Structures, and conversations with Fisher Qua and Eva Schiffer. The first draft was developed to support a strategic planning workshop at the University of Illinois for the INGENEAS project.