Wanderings of a Liberating Structures Practitioner – Part 1 3 Reasons

Purpose 2 PracticeAs readers of my blog may have noticed, I’ve mentioned Liberating Structures more and more over the past two years. I’ve used them extensively with clients, but I don’t often get the chance to write publicly about that work. The great folks at the Fire Adapted Communities Network gave me permission to share my process “download” with you. It prompted me to a bit of year end reflection that requires more than one post. So here we go! This is a bit of a mishmosh of work and conversations that came prior as well. Consider this first post the rationale, or reasons for my shift towards Liberating Structures. The second post will show up here. (When I get it finished!)

What my clients have been asking for a lot is something that falls into the general category of a “retreat” to examine progress, consider current conditions and plan for the future. In almost every case there has been internal or external factors that make these moments in time feel like inflection or turning points. Policy changes due to political shifts. Growth in networks. Shifting priorities. Emerging possibilities. All of these could be addressed with “traditional strategic planning.” But I have realized I don’t do this anymore. Forget your SWOT analysis. I’m fully into the “liberating planning” space.

This first pots gives an overview of genesis of what I’ve been doing comes out of some work Keith McCandless and I did at the University of Michigan immersion last Spring, conversations with Keith, Fisher and other LS pals, and all the gatherings that have come before me with my clients. (THANK YOU CLIENTS! I LOVE YOU!) Some of the key themes that keep croping up include:

A Portfolio Perspective

Very few organizations or even projects have just one element. The group/organization/person needs to take a portfolio perspective on planning which is quite different than, for example, “planning a project.”  This thinking was first introduced to me by Rachel Cardone when she was managing a portfolio of investments in the water, sanitation and hygiene area.

When you work at the portfolio level, you are looking not for a single success (or failure), but for signals that can show how to move the whole field forward. You want to do rapid “safe fail” probes and experimentation in areas of uncertainty, and then scale up more mature results. This is very consistent with the Cynefin Framework of Snowden and friends. And,among many useful things, Ecocycle Planning in Liberating Structures is an amazing porfolio oriented approach.

That said, few non profits or NGOs talk about managing their portfolios. I most often see a project and project management perspective, something that exists over a totally artificial three year grant funding cycle, that dominates the narrative. And within that narrative are the holy pair of impact and scaling up and out. Figure it out and then replicate the you-know-what out of it. So why aren’t all our problems solved? How are we relating that to strategy? That brings up the second area.

Complexity

Most of the challenges people are facing are not simple cause/effect problems. They are muliti factoral, often unpredictable which makes them complex. Now don’t get all wobbly kneed with the C word. It does NOT mean that things are SO complex, we simply can’t address the complexity. There are plenty of scholars and practitioners who have proved otherwise. And I don’t just mean to pretend a problem is simple and try to solve it that way.

The implication for my work is that people need a handle on complexity, something that allows them to recognize it, work with it, and not get overwhelmed. Think about the 2030 Sustainable Development goals.  At one level there are 17 rational appearing goals:

  1. End poverty in all its forms everywhere
  2. End hunger, achieve food security and improved nutrition, and promote sustainable agriculture
  3. Ensure healthy lives and promote well-being for all at all ages
  4. Ensure inclusive and equitable quality education and promote life-long learning opportunities for all
  5. Achieve gender equality and empower all women and girls
  6. Ensure availability and sustainable management of water and sanitation for all
  7. Ensure access to affordable, reliable, sustainable, and modern energy for all
  8. Promote sustained, inclusive and sustainable economic growth, full and productive employment and decent work for all
  9. Build resilient infrastructure, promote inclusive and sustainable industrialization and foster innovation
  10. Reduce inequality within and among countries
  11. Make cities and human settlements inclusive, safe, resilient and sustainable
  12. Ensure sustainable consumption and production patterns
  13. Take urgent action to combat climate change and its impacts (in line with the United Nations Framework Convention on Climate Change)
  14. Conserve and sustainably use the oceans, seas and marine resources for sustainable development
  15. Protect, restore and promote sustainable use of terrestrial ecosystems, sustainably manage forests, combat desertification, and halt and reverse land degradation and halt biodiversity loss
  16. Promote peaceful and inclusive societies for sustainable development, provide access to justice for all and build effective, accountable and inclusive institutions at all levels
  17. Strengthen the means of implementation and revitalize the global partnership for sustainable development

Then start thinking about how these 17 are all emmeshed with each other. Dive into the links and look at the many layers of indicators and outcomes. Does your head hurt yet? (The sheer number of PDFs makes my head hurt!) Should that stop us from taking action? NOOOOOO…. If we are to tackle system level problems, we need a repertoire suited from complex contexts. Look at the work of Cognitive Edge (alas, now most of the methods are behind a paywall), Harold Jarche (and..), and many others.

The patterns I notice across these and other useful processes for working in a complex context are these:

  • they ask us to shift our perspective about how past experiences inform our present analysis,
  • they support the emergent (often unpredictable), and,
  • they are iterative.

All these ask us to practice a different mindset for planning. These approaches are also attracting REALLY INTERESTING people. That, of course, attracts me.

It’s the People

Yes, those people. If I were to admit it, it is the people, not the complexity that draws me in! Interesting people who really want to get things done are tackling these tough problems. They are passionate, open, hard working and they deserve practices that acknowledge the wisdom and intelligence of all actors (well, we all say/do some stupid things too. I do. Don’t you?) They deserve not to be tortured by boring meetings, poor process and feeble results. Work, learning, doing –> all is ready for liberation. And that includes how we plan for our work, learning, doing and yes, even serious play.

So there you have it in a messy nutshell: what drives me in my work. On to part 2 to talk about this strategic practice that has been emerging for me.

 

Liberating Structures in Higher Ed: Vancouver 2017

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Source: » Liberating Structures 2017 Image by Tracy Kelly

As I noted in yesterday’s post, I’m heading up to Vancouver to co-host a couple of workshops. Besides the VizEd, Tracy Kelly, a great team and I will co-host a two day Liberating Structures immersion workshop February 22-23, 2017 and the early bird rate ends November 15th. So Register Online Now!

This immersion workshop focuses on the appication of Liberating Structures in higher education. Here are the details:

Liberating Structures are a collection of powerful facilitation strategies that can be used in our classrooms, everyday meetings, strategic planning sessions, workshops, presentations, etc.  They are seriously fun methods to engage and work together.

Liberating Structures are small design shifts that move us gently away from more constraining  “conventional structures” (e.g., lectures, open discussions, round robin updates, brainstorms) and toward sessions that quickly foster lively participation in groups of any size, making it possible to unleash and include everyone

In the workshop, you will learn how to choose, facilitate, and sequence Liberating Structures for your individual facilitation challenges and contexts.

Who should attend?

Faculty, Instructors, Teachers,  Learning Designers, Leaders –  all who are called to facilitate learning, meetings, sessions, groups, presentations, workshops, processes, communication and change. (I would add learning in and outside of formal educational institutions!)

We will focus on post-secondary education contexts, but colleagues from other sectors (e.g., government, health care, private) are welcome!

Here are some examples of applying liberating structures:

I’m particularly excited by the early conversations with the hosting team, dancing around provocative and challenging issues such as inclusion, indiginization, how people do or don’t see themselves as “facilitators” and what this means in the Liberating Structures context. As always, we will travel both familiar and new territory! Join us!

» Graphic Practices in Higher Ed: VizEd 2017

Source: » VizEd 2017

Happy, Happy, Happy dance! I get to offer a workshop with the fabulous Tracy Kelley of BC Campus in February on visual practices in higher education. (She made the visual above which I LOVE!) AND PSST, the early bird deadline is NOVEMBER 15th. You can read all about it here. It is one of two workshops we are cooking up. The second is a Liberating Structures immersion workshop and I’ll blog about that separately as I want to share some of the planning process.

I’m particularly excited that we are focusing the practice in all sorts of higher education contexts – teaching and learning, administration, design and… well, ANYWHERE! (Yes, all caps. Yes, EXCITED!)

Here is the blurb:

Have you ever noticed that moment when people are talking about something, then they whip out a pen and start sketching? Or when a conversation breaks open because someone goes to the whiteboard and draws something?

We are beings with many senses, but we often forget how powerful it is to make meaning using words and images. There is something so negotiable about rough little sketches that invites us deeper into understanding, instead of trying to “be right” or “prove my point.” Everything becomes just a little bit more negotiable.  This is the power of creating visuals with and for each other.

Join us for a hands-on, full-on day of exploring the opportunities and practices of bringing hand made visuals into our teaching and learning. (P.S. “handmade” can mean electronic too!)

We will warm up with some exercises to banish our inner critics, then explore practices for going visual in our work. Bring your challenges! Bring your ideas!  Bring your inner learner, your inner teacher and your inner child as we explore visual practices together.

What you can expect:

  • Tips and practice for basic drawing skills (Courage! Confidence! Color!)
  • Examples of visual exercises and activities, and where they might be useful in your work in higher education
  • Explore templates for collaborative visual meaning making
  • Experiment with the intersection of group process and visuals

THERE ARE NO “ARTIST” PRE-REQUISITES!

What to bring: 

  • Bring a notebook, your phone (or other camera) to capture visuals that inform and inspire you.
  • You are unlikely to use a laptop during the workshop, but you might like to bring a tablet (and your favourite stylus if you have  one!)
  • Wear your most comfortable clothes and shoes you can get dirty (ink, chalk, etc.)

Register here.

Liberating Structures: I’m a String Being

RhapsodyMany of you know I’ve been using Liberating Structures a lot in my facilitation work. One of the “leaps forward” for me in the last year has been my ability to string various structures into a coherent agenda. The leap has come from learning about other practitioners’ strings, and batting ideas back and forth with them about my strings both visually and in text. (The visuals really help me!) This “thinking together”  helps me consider my plan and improvisational options so I stay fully present AND flexible when I facilitate. The strings also help me be transparent both with my clients and participants, and I can easily encourage them to learn, use and take ownership of their own meetings. (I am insisting more and more on every gathering being, among other things, a way to up our collective practice/intelligence on working/playing/thinking together.)

I’ve been thinking about those of us working on strings together as “string beings!”

I was thrilled when Keith McCandless made the most recent  LS News & Updates about Rhapsody for Strings 🎻🎼 The newsletter shares a set of strings along with very short narratives of each string. The strings of Tim Jasko-Fisher and Fisher Qua, layering structures over each other were particularly enlightening. (Images below) I asked Keith if it was ok to republish here to spread the news even more widely and have included it below, along with some of the fabulous strings that our group shared.

Here is a string I shared:

c6401977-e1a8-4386-8d49-70c3aa69e5c6

 

I’m also interested in how to easily share and work on strings together (see this reflection on some tool testing we did.) I am getting more and more questions directed to me individually, and I think it would be more useful and efficient to do this as a community. For one thing, each person would have access to a wider repertoire of experience and strings. And two, there is great learning in the process, so why not share it. So maybe you want to become a String Being too. Read to the bottom of the newsletter for how to join us…

Here is the newsletter text:

One Liberating Structure can transform a meeting.  A powerful string can draw out much-better-than-expected results in a way that forever shifts the pattern of working together. Below, accomplished maestros share and rhapsodize about their favorites.

As familiarity with the LS repertoire increases, there are an infinite number of combinations and riffs.  AND, there are certain strings that simply knock your socks off. With the suggestion that a picture tells a thousand words, the editor [Keith] has limited the narrative from each maestro to a puny three sentences. Future LS News will feature interviews that dig deeper into details (e.g., invitations, twists, turns, and LS punctuation).

  1. Building Financial Literacy with High School Students
  2. Liberating Learning Together:  Using LS in Our Work
  3. Leadership Retreat: High Dive Into Collective Strategy-Making
  4. Tap the Founder’s Story To Uplift Next Level Innovation
  5. Management Meeting: In Charge But Not In Control
  6. Get Over Yourself, NOW! Prepare To Go Deeper with Your Customers
  7. Cross-Sector Community Groups Catalyzing Learning + Action
  8. Catalyzing Nursing Knowledge for BIG Data Science
  9. Strategic Planning to Tactical Plans in Three Fractal Movements

We know there are many more maestros who have strings to share. There is an experiment underway on Slack for people to give and get help from other practitioners. Joining is clunky at the moment (if there are any Slack maestros out there, help us?!): Email Fisher to request access. (You can also email me and I can add you- NW)

Source: [LS News & Updates] Rhapsody for Strings 🎻🎼

Technology Stewardship: App Integration Testing

I can never fully leave behind my passion for Technology Stewardship that came out of co-writing Digital Habitats. It showed up again this week… and the power of thinking out loud together… I decided to try and capture what I learned. Sorry, it is a bit long…

One of the things I’m doing a lot of these days is designing meetings and gatherings using Liberating Structures. Part of the design practice is to put together a “string” of structures. I usually do this with a little set of cards, or just sketching on a page.

string

Another part of my practice is to share my draft strings with other LS practitioners for feedback. This is incredibly useful because the structures are so flexible, they can be used in many, many productive ways. My peers are discovering and using different approaches than I am and this sharing of draft strings helps us both see our own practice in new light, and enhance our repertoires by learning from each other.

A small group of LS “string beings” as I’ve started to call us, have been working mostly in an informal email string. We’ve talked about alternatives. I set up one based on my online consultation site here (password: strings ) but it is awfully clunky.

Some of us have been using Slack (“a messaging app for teams”) in other work and play projects. What I’ve really liked about Slack is it sets up a light communications net for quick conversations, a place to leave links and just enough ability to segment using different #channels that you can keep a tidy house.  So we set up an instance to play around with our LS stringing work this week.

While Slack is great for the social fabric of quick conversation, and pretty nifty file sharing, it does not have the sort of whiteboard capability where we can construct, share, play with and comment upon strings. So I went searching for a white board or pinboard app that had Slack integration. Why the integration? Because while we all get excited looking at a new tool, if it is not in our day to day “line of sight” we will forget about it. A great string might get posted, but if no one knows about it, or forgets about it, the peer collaboration evaporates. We need little signals.

I started with https://limnu.com/ which has a whiteboard plus notes, allows three free boards for experimentation (which expire after 7 days – fair warning!) and Slack integration. You can spawn a board WITHIN Slack, which turns out to be a really useful feature because you don’t have to remember to go back and tell everyone to come look at your new board. Slack’s search is good, so you can easily re-find your boards.

Limnu itself still feels a little buggy. Boards load inconsistently, and today each time I go into a board, my cursor is stuck on one image and the scroll bars to move around the board are gone. I’ve tried reloading but will have to troubleshoot more. There is a great little built in chat and once you poke around there is a sufficient set of features, but not so overburdened you will never discover them. Like many tools these days, you do have to click around and discover. Not everything is obvious (to me!) I can import the LS icons, but I can’t pin them to a note, so every time I move a note, I have to move the image, so I let the images go. I can’t format the text in the notes, so links to the structures are not hot. But I can play with a string, so the basic functionality I need is there. Here is a slightly blurred screenshot of a board (to blur client information…) I inserted a screen capture of an earlier string of a colleague shared in PPT (from Keith McCandless), did a little playing with the swirlies. We used the chat to discuss the string.

Limnu_2016_2_4

Limnu is not, however, as useful or elegant as Boardthing. Wait, why not use BOARDTHING? I wonder if it has Slack integration? Boardthing has been a great tool for building shared visualizations, particularly because it gives a group agency in shaping ideas and information. I like it! I can always put a link to a Boardthing board in Slack, but what if…

So I headed over to the Facebook Boardthing page and asked my question. Not only did Dave Gray and his CTO Gareth Marland chime right in, they and others like Sam Rose and Jon Husband started asking really useful questions.

Friends, this is technology stewardship in action and this is what this story is really about. Here are the questions that helped unlock my own understanding of what I was grasping for.

  • What’s your use case Nancy? Something that dropping a link into Slack can’t solve? Would love to hear more. (Dave Gray)… my response:
    Good question about why integrate. For a number of teams/[projects, slack has been our place for conversation AND link to our artifacts, related working tools, etc. It has the qualities that support social fabric, so it is the place to maintain some level of attention.

      Our work itself in most of these teams requires different tools at different times and it is easy to get compartmentalized into those tools and lose the social fabric elements. Thus the appreciation of Slack (or something like it) as supporting the social fabric, but not trying to bend it to all our other needs. Does that make sense?The Liberating Structures work is an example where Boardthing really fits the bill for the task work. I’m going to take our team on a “field” trip there when we can schedule it.
  • Can you talk about the specific features and scenarios you want to integrate with slack, or slack clone? (Gareth Marland)
    Good question about why integrate. For a number of teams/[projects, slack has been our place for conversation AND link to our artifacts, related working tools, etc. It has the qualities that support social fabric, so it is the place to maintain some level of attention.  Our work itself in most of these teams requires different tools at different times and it is easy to get compartmentalized into those tools and lose the social fabric elements. Thus the appreciation of Slack (or something like it) as supporting the social fabric, but not trying to bend it to all our other needs. Does that make sense? The Liberating Structures work is an example where Boardthing really fits the bill for the task work. I’m going to take our team on a “field” trip there when we can schedule it.
  • Can you think of very specific actions in slack you would want to integrate into board thing or vice verse? (Sam Rose)  Story: I am developing an LS string for an event. I want to get my peer’s feedback. I spawn a Boardthing board IN slack (so it is findable, searchable without me remembering to do it) – probably in a defined channel, and ask for that feedback. I would think carefully of the board name as the search function in Slack is nice and finding things again would be good. Folks would follow the link, play with the string (rearrange, substitute, comment, ask questions. The full context would be on Boardthing. That is the FIRST activity.
    After I use my string, I may want to return to my draft board and note what changes I did, what did and didn’t work. Then I’d want to export a snapshot of that string to share in our string library. Which currently doesn’t exist and we haven’t figured out how we want to do that. We have noted that creating a string and sharing a string are two different functions. The latter is content sharing with useful tagging.
  • So, in terms of the connection you would like to be able to create a shareable board within slack. and then they would provide feedback within the slack channel or the board? (Gareth)  I think feedback is best attached to the board containing the string but I could be misguided!
  • Dave Gray then came back with this summary: A. Alerts in Slack when a board is changed. B. Small version of board in Slack (probably not editable but one click takes you to board) C. Initiate a new board from within Slack. (We all thought this was great.)

Along the way other Slack clones were surfaced, and we are still batting around ideas. Gareth noted how important it is to add features only if they really add value, not clutter things up, and that includes features for integrations and alerts. In the research we did for Digital Habitats, we identified things like alerts and presence indicators as tool features that helped the social use of a tool. That still resonates today.

What did I learn? Dave summarized the kernel of the usefulness and features that make an app integrated with Slack or similar tools useful. There is this subtlety of WHERE the conversation takes place around an artifact, along with the very nature of the artifact. I needed visual, manipulable artifacts AND I needed it connected to a community of practitioners. These  insights now helps me refine both my tool selections and practices with my “string beings!” They also help me talk with other people about why I like Slack, which has been a bit challenging. I feel it, but I need to know how to describe it!