Posts Tagged ‘ground rules’

The implicit ground rules of traditional conferences

Monday, August 1st, 2011

Many people are surprised when I talk about the need for explicit ground rules at conferences. “Why do you need them?” is a common response.

So perhaps it’s worthwhile pointing out that every traditional conference has ground rules.

We just never talk about them. They’re implicit.

Here are some common implicit ground rules:

  • Don’t interrupt presentations.
  • Don’t ask questions until you’re told you can.
  • The time to meet and connect with other attendees is during the breaks not during the sessions.
  • Applaud the presenter when she’s done.
  • Don’t share anything intimate; you don’t know who might hear about it.
  • The people talking at the front of the room know more than the audience.
  • Don’t talk about how you’re feeling in public.
  • If you have an opposing minority point of view, keep quiet.

And a few more for conference organizers (a little tongue-in-cheek here):

  • Don’t reveal your revenue model.
  • Never explain how a sponsor got onto the program.
  • Don’t publish attendee evaluations unless they’re highly favorable.

You can probably think of more.

Of course, each of us has slightly different interpretations or internal beliefs about implicit ground rules like these, and that’s what causes problems.

When explicit ground rules aren’t agreed to at the start of an event, no one knows exactly what’s acceptable behavior. (Think about what it’s like when you have to go to a conference and don’t know the dress code.) The result is stress when we’d like to do something that might not be OK, like ask a question, let a presenter know we can’t hear properly, or share a personal story. We’re social animals, and most of us don’t want to rock the boat too much. The end result: we play it safe; we’ll probably remain silent. And an opportunity to make our experience better and more meaningful is lost.

A common misconception about explicit ground rules is that they restrict us from doing things. (“Turn off your cell phones”. “No flash photography”.) Actually, good ground rules do the opposite; they increase our freedom of action. That’s because, by making it explicit that certain behaviors, like asking questions, are permitted they remove stressful uncertainty and widen our options.

I use six explicit ground rules for all Conferences That Work. Four of them, The Four Freedoms, are available for download. To learn about the others and understand how they all work, read my book!

What do you think about having explicit ground rules during conferences? Have you attended conferences where they were used? If so, what was your experience of having them available?

 

 

Participation techniques you can use in conference sessions

Monday, June 27th, 2011

Here’s the summary handout for my workshop on participation techniques you can use in conference sessions that I’ll be leading at MPI’s World Education Congress 2011. Sources for additional information on these techniques can be found in the notes at the end of the list.

Technique: Setting ground rules ‡*
Brief description: Setting ground rules before other activities commence clarifies and unifies participants’ expectations.
When to use: Start of session, workshop, or conference.
Helpful for: Setting the stage for collaboration and participation, by giving people permission and support for sharing with and learning from each other. Increases participants’ safety and intimacy.
Resources needed: Paper or online list of ground rules.

Technique: Human spectrogram
Brief description: People stand along a line (one dimension) or in a room space (two dimensions) to answer session questions (factual or opinions).
When to use: Usually at the start of a session. Can be used as an icebreaker before or during the three questions.
Helpful for: Allowing participants and the group to discover commonalities. Can also be used to pick homogeneous or heterogeneous groups/teams. Also can be used to hear a spectrum of comments on an issue and then view any resulting shifts in opinion. Gets people out of their chairs!
Resources needed: A clear corridor space between walls (one-dimension), or a clear room (two dimensions).

Technique: The three questions *
Brief description: Three questions answered in turn by every participant to the entire group within a given time limit, typically 1½ – 3 minutes.
- How did I get here?
- What do I want to have happen?
- What experience do I have that others may find useful?

When to use: Normally, right after ground rules have been set.
Helpful for: Learning about each participant, exposing topics and questions of interest to the group, uncovering formerly unknown useful expertise for the group to share.
Resources needed: Question cards and pens, circle of chairs. Do not replace cards with the three questions posted on a wall or screen.

Technique: Fishbowl *
Brief description: An effective technique for focused discussion. Works by limiting and making clear who can speak at any moment.
When to use: During any conference content or topic oriented session. Can also be used for conference closing discussion.
Helpful for: Keeping group discussions focused. A plus is that contributors need to move to and from discussion chairs, maintaining alertness and engagement.
Resources needed: Chairs, either set in two concentric circles or in a U-shape with discussant chairs at the mouth.

Technique: Personal introspective *
Brief description: A session where attendees privately reflect on their answers to five questions. All attendees then have an opportunity but not an obligation to share their answers with the group.
When to use: Towards the end of the event, usually just before the final group session for a short event. At multi-day events, sometimes held as the first session on the last day.
Helpful for: Reinforcing learning and concretizing changes participants may wish to make in their lives as a consequence of their experiences during the event.
Resources needed: Chairs, either set in small circles or one large circle, personal introspective question cards and pens.

Technique: Affinity grouping †*
Brief description: A technique to discover and share ideas that arise during the conference and group them into categories, so they can be organized and then discussed.
When to use: Can be used at any session to elicit and gain group responses to ideas. Also useful as a closing process if action outcomes are desired.
Helpful for: Future planning, and uncovering group or sub-group energy around topics and actions. Can be used to guide decision-making by the group.
Resources needed: Cards and/or large sticky notes, pens, pins or tape if cards used, walls for posting.

Technique: Plus/delta *
Brief description: A simple review tool that allows participants to quickly identify what went well and what could be improved.
When to use: Normally during a closing session.
Helpful for: Quickly uncovering, with a minimum of judgment, positive comments on and possible improvements to a conference or other experience.
Resources needed: Flipcharts and, optionally, ropes or straps.

Notes
How to improve your conference with explicit ground rules and Two principles for designing conference ground rules.

† An expanded description of affinity grouping is available in The Workshop Book: From Individual Creativity to Group Action.

* A complete description of this process can be found in Conferences That Work: Creating Events That People Love, available from this website, Amazon, or any bookstore.

Other resources
The Knowledge Sharing Toolkit is a useful list of participative processes that can be used with groups.

Photo attribution: Flickr user choconancy

Two principles for designing conference ground rules

Monday, June 6th, 2011

I’ve written before about how to improve your conference with explicit ground rules. Though it’s interesting and enlightening to compare the ground rules embedded in conference designs—for example, Open Space Technology has five ground rules, while Conferences That Work and World Café have six—I won’t do that today.

Instead, I want to share two principles for designing ground rules.

Ground rules should increase participants’ freedom, not restrict it

  • “Don’t speak unless the teacher asks you a question.”
  • “Pay attention!”
  • “Don’t chew gum in class.”

We’re used to rules like these that restrict our actions and reduce our freedom. But, surprisingly, it’s quite possible to create ground rules that increase our freedom at an event. Here are some examples:

  • Whenever it starts is the right time.—Open Space Technology
  • You have the freedom to ask about anything puzzling.—Conferences That Work
  • Make collective knowledge visible.—World Café

Each of these is a rule that gives permission for participants to act in a way that does not generally occur at traditional meetings. By explicitly giving permission for activities that normally are not associated with Conference 1.0 events, we increase participants’ freedom.

Make ground rules measurable

  • “Listen to others.”
  • “Be respectful.”
  • “Treat people politely.”

Rules like these are superficially appealing, but they aren’t effective because they rely on unmeasurable assumptions. How can we determine whether a participant is listening, respectful, or polite? We can’t, and this can lead to unproductive, time-consuming, and ultimately unresolvable disagreements during an event.

In contrast, here are examples of ground rules that are measurable and thus far less likely to lead to disagreement and subsequent conflict.

  • “Don’t interrupt.”
  • “Stay on time.”
  • “Keep what happens in each session confidential, unless everyone agrees otherwise.”

How were these meta-rules derived?
It would be nice to be able to claim that I first conceived these meta-rules for ground rule design, and then used them to build my conference ground rules. No such luck! It took me ten years to realize that explicit ground rules for Conferences That Work would be useful, and another five to figure out the six I now use. Only recently did I notice that all six follow the two principles I’ve described above.

What ground rules do you use for your events? Can you share any other principles useful for designing ground rules?

How to improve your conference with explicit ground rules

Saturday, August 28th, 2010

Remember kindergarten? O.K., I barely do either, but when I go into my local elementary school to read to the kids, I see ground rules like these posted on the classroom walls. The teachers create them for the younger classes, and I’m told that the Junior High comes up with their own ground rules (probably with some judicious teacher input). So it seems that explicit ground rules are useful in the pre-adult classroom.

Moving to the adult world, professional facilitators who work for more than a few hours with a group or team will usually have the members establish their own ground rules, not only because group-developed ground rules handle the specific needs of the group, but also because the process of development creates buy-in for the rules that are chosen.

Yet traditional conferences don’t have explicit ground rules!

Perhaps you’re thinking: We’re adults, we know how to behave! or What’s the point, we’re only together for a few days!

Here’s why the right explicit ground rules will improve your conference.

The right ground rules fundamentally change the environment of a conference.
The six ground rules used at Conferences That Work are not about nitpicking issues like turning off cell phones & pagers in sessions (good luck!) Instead they are designed to create an intimate and safe conference environment, by sending participants these powerful messages:

“While you are here, you have the right and opportunity to be heard.”
“Your individual needs and desires are important here.”
“You will help to determine what happens at this conference.”
“What happens here will be kept confidential. You can feel safe here.”
“At this conference, you can create, together with others, opportunities to learn and to share.”

Introducing and having attendees commit to the right ground rules at the start of the event sets the stage for a collaborative, participative conference, because the rules give people permission and support for sharing with and learning from each other.

And when attendees feel safe to share and empowered to ask questions and express what they think and how they feel, what happens at a conference can be amazing.

In fact, setting good ground rules at the start of a conference may be the single most transformative change you can make to improve your event!

Two tips on adding ground rules to your conference design
Before you rush to add ground rules to your conferences, bear in mind two points:

  • Don’t attempt to brainstorm and negotiate ground rules amongst attendees at a first-time conference! The time required to do a good job would be prohibitive. Use some time-tested rules, like mine (here are four of them), or the four principals and one law of Open Space events.
  • Think twice before adding ground rules that embody participant empowerment to a traditional event that consists mainly of pre-scheduled presentation-style sessions. Your ground rules and your design are likely to be seen as conflicting!

Do you use explicit ground rules in your events? What has your experience been? Want to know more about using ground rules at conferences? Ask away in the comments below! (If you can’t wait, <shameless plug> you could also buy my book, which describes in detail both the ground rules used at Conferences That Work, and how to successfully introduce them to attendees.)

Image attribution: http://quality.cr.k12.ia.us/Photo_Album/Ground_Rules/groundrules.JPG

The Stranger on the Airplane

Sunday, June 6th, 2010

airline passenger - davitydave - 3362787991_48b494a46e_oLong ago, when I was a British college student, I would set off to explore Europe each summer. There were no budget flights in those days, so I traveled by train. Some of my trips lasted days, but I loved the journey because of the people I met. I still remember the G.I. returning from Vietnam who’s now a Denver judge, the Belgium cabinet minister who tried for several hours to convert us to communism, and the cute Irish postgraduate student who…well never mind.

Now I live in the U.S. where trains are a rarity, at least in my part of the world, so I fly when it doesn’t make sense to drive. And I still enjoy striking up conversations with the stranger(s) sitting next to me. I’m not pushy—some people don’t want to talk, and that’s fine—but, more often than not, we end up exploring each other’s lives for a few hours. Over the last few years I remember, among others, the French airline executive who kissed me on both cheeks when we parted, the nun who visited prisoners and showed me years of correspondence, the fascinating sales director of a major internet hosting company, the lay ministry provider of counseling support for military families, and the British basketball agent who also owned a debt collection agency.

Some of these people shared intimate things about their lives during our time together; things I doubt they shared with most of the people they worked with every day. They did this because we were never going to meet again. For a few hours, they were with the Stranger on the Airplane. And, of course, they were my Strangers on the Airplane, and sometimes I told them intimate things as well.

I’ve seen a similar thing happen at Conferences That Work. The intimacy is not as deep initially, because, I think, attendees are aware that they may meet another time if the conference is held again. On the other hand, if they do meet a sharer again, attendees have an opportunity to go deeper. I find it strange, yet enjoyable, to meet people once a year and expand my connection on each occasion in unforeseen ways.

In my experience, the majority of people (on airplanes and at conferences, at least) enjoy talking quite freely with strangers who they trust. Because the ground rules support a confidential, safe environment this potential of intimacy is present at Conferences That Work. I like that. How about you?

Image attribution: flickr user davitydave – creative commons share alike 2.0 generic

A potential drawback to hybrid events

Sunday, May 2nd, 2010

Virtual audience 603737821_e39a2d268d_o

Recently, there’s been a lot of buzz in the events industry about what are being called hybrid events where there are two audiences: people physically present, the local audience, and people connected to the event remotely, via Twitter, chat, audio, and video streams, the remote audience.

Event planners are excited about this new event model because it has the potential to increase:

  • overall audiences
  • interaction between attendees
  • exposure for the event
  • exposure for event sponsors and the hosting organization
  • the value of attendee experience through new virtual tools
  • the likelihood that a remote attendee will become a face-to-face attendee in the future

Because of these positives, I think it’s likely that events that include local and remote audiences will become more popular over time, as we gain experience about what formats work and become proficient at resolving the technical issues involved in successfully hosting these event environments.

But there’s one thing we may lose if we add a remote audience to our events.

At the face-to-face conferences I run, attendees start by agreeing to a set of ground rules. These ground rules create an environment where participants can speak freely and ask questions without worrying that their individual statements or viewpoints will be revealed outside the event.

It’s hard to convey the difference this assurance makes to the climate at Conferences That Work unless you’ve attended one. The level of intimacy, learning, and community is significantly raised when people feel safe to ask “stupid” questions and share sensitive information with their peers.

I’m not sure that it’s possible to create the same environment of trust when an unseen remote audience joins the local participants. Believing that everyone will adhere to a set of ground rules is risky enough when everyone who agrees is in the same room as you. To sustain the same trust when an invisible remote audience is added is, I think, a significant stretch for many people. If I’m right, the end result of opening up a conference to a remote audience may be a reversion to the more common environment of most conferences today, where asking a question may be more about defining status than a simple request to learn or understand something new.

Do you think that hybrid events can be designed so that they are still safe places for people to ask questions and share around sensitive issues? Or do you think I’m over-blowing the whole issue?

Expressing Our Feelings In Public

Monday, April 5th, 2010

A play, like a straight line, is the shortest path from emotion to emotion
—George Pierce Baker

Of course it’s O.K. to express your feelings at weddings and funerals. But when was the last time you heard someone talk about his or her feelings at a conference? When was the last time you did?

Last weekend I went to “Raising Our Voices”, a local theater gala by children, youth, and adults with disabilities. I got goose bumps and a little teary. And I finally figured out why this invariably happens when I watch kids theater.

Expressing Our Feelings
You see, when I was growing up my education emphasized thinking. Learning important facts and concepts and being able to apply them to solve problems led to high marks on tests. Getting the right answers, preferably quicker than anyone else, got me listed at the top of the graded class roster, displayed publicly on the school notice board twice a semester.

By contrast, time for understanding or expressing my feelings simply wasn’t allocated on the educational agenda. The only kinds of grading that occurred as a consequence of my emotions were the dramatic reprisals taken when I infrequently misbehaved. All of us in school had feelings, of course, and they greatly affected how and what we did. But we were never encouraged to talk about or explore them. It was repeatedly implied that being near the bottom of the class list would be shameful, without ever giving us any insight as to what shame was!

Over the years I’ve learned to be more in touch with my emotions. And so, when I see kids in a play, encouraged to display joy, anger, fear, guilt, shame, grief and all the subtle variants of these basic human emotions, I’m taken back to my youth, and the little child in me both rejoices and aches for what I missed out on: the childhood opportunity to express and share integral aspects of who we are that were part of the human psyche long before the development of analytical thought.

A wise therapist friend of mine once told me that he believes when you feel that ache of simultaneous joy and pain, healing is going on.

I think it’s important for conferences to offer a safe environment for attendees to share feelings that may come up during the event. Conferences That Work are designed to do this. The safety comes from agreed ground rules that explicitly give participants the right to speak their truth while promising privacy for anything that’s said.

I don’t want to give the impression that Conferences That Work are full of emoting attendees who rush to share their deepest feelings with anyone they can buttonhole. Far from it. I think I’ve seen more joy and passion at our sessions than at most other events I’ve attended, but, by and large, sharing about emotional issues doesn’t happen often.

But when feelings do surface, for example when people talk about difficulties they’re having in their workplace or their uncertainties surrounding a potential career or job change, I feel happy that our event supports and encourages them to do so. And from the feedback I’ve received, I know it’s important and empowering for the attendees who have the courage to express how they feel.

Have you felt safe to express your feelings at a conference? Do you think it’s appropriate and/or important to be able to do so? Under what circumstances? And what factors make it safer or harder for such sharing to occur?

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Testamonial

…one of the most innovative and eye-opening professional experiences I’ve had. Aside from coming back with lots of new tips and ideas, I easily established triple the number of new contacts, and formed stronger relationships with them, than at any other conference I’ve been to. — Howard Givner, http://howardgivner.com/articles/the-un-conference-participant-driven-agenda-mashup-networking-relationship-building-on-steroids


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