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"I realized this morning that your event content is the only event-related 'stuff' I still read. I think that's because it's not about events, but about the coming together of people to exchange ideas and learn from one another and that's valuable information for anyone." — Traci Browne

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You're in the right place for the latest posts on conference design, facilitation, peer conferences, associations, consulting, and stories like being trapped in an elevator with a Novel Prize winner.

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Venues on notice: meeting planners are demanding flexible meeting space!

flexible meeting space: Image of Apple Campus II floor plan courtesy of Office SnapshotsTwo-thirds of meeting planners now rank flexible meeting space as a top priority when choosing a venue, according to Destination Hotels’ fourth annual State of the Meetings Industry survey.

“Among the nearly 68 percent of respondents who said that flexible meeting spaces rated an 8, 9 or 10 in importance when choosing a meeting site, two factors are driving this need. First, the objective of in-person meetings is to deliver information and insight at a level that tech-based meetings cannot; second, today’s attendees require variety in their learning environment to remain stimulated, attentive and receptive to information and different perspectives.”
—The fourth annual State of the Meetings Industry survey (October 2015), conducted by Destination Hotels

In 2011, at a webinar I gave for the International Association of Conference Centers, I recommended that venues develop and feature flexible meeting spaces, to prepare for the growth of Conference 2.0 formats. Four years have passed, and meeting planners are now demanding these spaces.

Venues, are you ready?

Image of Apple Campus II floor plan courtesy of Office Snapshots

Dear Adrian—How can we incorporate exercise into event programs?

incorporate exercise into event programs: photograph of two people walking, smiling, and talking in the rainHow can we incorporate exercise into event programs?

Sue Walton, MeCo co-founder, asks on the long-running MeetingsCommunity (MeCo, registration needed):

Q: How do you incorporate exercise into your (event) programs?

A: Exercise during events is important because blood flow to our brains starts to decline within ten minutes of sitting still. Any kind of movement incorporated into sessions helps to boost alertness back to the level when people first sat down.

Adding early morning running or yoga sessions into conference schedules is becoming increasingly common. That’s great, but providing opportunities to exercise between and during conference sessions is also possible. Interpreting “exercise” loosely, here are four additional ways to incorporate exercise into an event.

Walking maps

Before the event, prepare and distribute maps showing walking and/or jogging routes that start and end at the venue. Include time estimates for each route, so participants can see options for exercise that will fit into their schedule. Make it easy for participants to incorporate healthy movement into their conference experience.

Short standing-in-place exercise

If people have been sitting for a while, face the group and lead them in a minute of standing-in-place exercise. You might say “We’ve been sitting for a while, so I’d like to lead you through a minute of gentle exercise. Please avoid anything uncomfortable for you. Please stand [PAUSE].”

Then demonstrate and lead participants through the following:

  • “Rotate your shoulders by slowly raising them up, back, and down. Continue for around twenty seconds.”
  • “Bring palms together in front of your chest. Slowly raise arms straight above the head, with hands apart or together. While keeping arms raised, slowly swivel hips for twenty seconds.”
  • “Slowly turn your head to the right until you feel a slight stretch. Be careful not to tip or tilt your head forward or backward, but hold it in a comfortable position. Hold for ten seconds, and then return to facing forward. Repeat, turning to the left.”

Walking sessions

Schedule sessions where participants are walking and talking together. Intersperse them in the schedule, so no one is sitting for an entire morning or afternoon. Event producers might include a pertinent facility or nearby resource tour, but also consider holding small discussion breakouts while people walk—ideally in interesting or beautiful surroundings, though that’s not necessary.

Make sure that the activity you propose is accessible to those who can’t walk easily; scooter or golf-cart access might be needed.

Just the act of walking while thinking and talking will elevate the quality of the discussion.

Grab!

For a quick energy boost, play Grab! Have people stand and pair up with someone they don’t know. (Another option is to have them find someone with the same color eyes.)

Ask each pair to decide who’s A and who’s B. Then have the A’s hold one hand out, palm and fingers flat and facing B at a comfortable height.

B then points her index finger at A’s palm at the same height. B’s task is then to rapidly touch the center of A’s palm with her index finger and pull it away before A can grab it.

Giggles will ensue! Give each pair around sixty to ninety seconds to play and then have them switch roles.

How have you incorporated exercise into your events? Share your ideas in the comments below.

Photo attribution: Flickr user taedc


Adrian & KaylaAnother issue of an occasional series—Dear Adrian—in which I answer questions sent to me about event design, elementary particle physics, solar hot water systems, and anything else I might conceivably know something about. If you have a question you’d like me to answer, please write to me (don’t worry, I won’t publish anything without your permission).

Dear Adrian—More questions about event process design

Dipesh Mody, writing from Mumbai, India, asks five great questions about event process design. I’ve interspersed my answers after each question.
event process design: a diagram with three colored boxes with arrows between them from left to right. The first red box is labeled "Vague ideas concerning event objectives, and resources"; the second yellow box is labeled "EVENT DESIGN MAGIC"; and the third green box is labeled "Fully realized successful event!"Q. Dear Adrian,

I have now read both your books and have truly enjoyed reading them. Your work has been very inspiring to many; and I am certainly one of them.

While your book is very well written and structured, I had a few questions for you and I am hoping that you will find the time to respond.

Question 1

After the peer group session sign-up and once the time and space are allocated, who decides which technique to use? Is it the volunteer facilitator of the peer group? If yes, what if the volunteer is not familiar with these techniques? Will he invariably choose a roundtable technique?

Yes, the volunteer facilitator(s) of a peer session is/are responsible for determining the format used in the session. As covered in The Power of Participation, there are a number of basic formats you can use. I give every attendee a one-page peer session facilitation handout (free download) at the start of the event. This short document explains session facilitation, offers a suggested step-by-step process, and includes some tips for effective facilitation.

Analyzing thousands of evaluations of Conferences That Work format events, it’s very rare to see a complaint about the quality of peer session facilitation. So I believe this simple handout is an effective tool for volunteer facilitators. While I could include some additional opening techniques such as Post It, described in The Power of Participation, it’s possible that making the handout longer might reduce its overall effectiveness.

In India, and other regions where organizational cultures tend to be more hierarchical than those in North America and Europe, participants may be less comfortable taking responsibility for leading a session. Under such circumstances, taking twenty minutes at the opening of a peer conference to explain basic peer session leadership techniques can be helpful.

Question 2

From what I understand that certain sessions only a trained facilitator can run them such as World Café, fishbowl, or a human spectrogram. Is my understanding correct? If yes, then such techniques can only be used involving the entire group. For e.g., if the conference size is 50 people then all 50 people need to be in that one session when a human spectrogram technique is being used? Is my understanding correct?

It depends on what “trained” means. I have not received any “formal” facilitation training, but I experienced World Café, fishbowl, and human spectrogram process run by others before I attempted to facilitate them myself. I think many people who have experienced a human spectrogram once could successfully facilitate it under similar circumstances. There are plenty of good resources (including The Power of Participation😄) for other group work techniques.

As participative techniques become more frequently used at conferences, attendees are increasingly likely to be capable of facilitating them. So, I expect the requirement for a “trained” facilitator will decrease over time.

Question 3

About the beginning and the end sessions, I am quite clear but for the middle sessions is there a particular sequence (s) that works best based on your experience? For e.g., use fishbowl to gain a deeper understanding of the top six issues and then follow it up with World Café to discuss solutions to these issues (assuming we have 6 tables with five people on each table: Conference size 30 people). Then use a human spectrogram to vote on the proposed solutions and to select the most plausible ones.

Again, the answer to your event process design question depends on the circumstances—in this case, a session’s desired outcomes. It sounds like you are asking about process to explore and choose solutions to problems. Because we hold meetings for many different reasons, there’s no single process sequence that’s appropriate for every situation.

The Conferences That Work format, for example, works very well for a group of peers who are meeting to learn and connect for individual reasons, determine common ground, and discover and act on opportunities available to the group.

If, as per your example, the meeting is to learn and discuss six pre-determined important issues, you might well use techniques like fishbowl and World Café as opening and mid-course process. If attendees don’t know each other well, an opening roundtable would be useful. Or if the important issues were unknown or unclear at the start of a meeting, introductory educational sessions plus affinity grouping might be appropriate.

As far as discussing solutions is concerned, while human spectrograms are a useful tool to gauge sentiment, process prescribed by the norms of the group, organization, association, or corporation stakeholders typically determines outcomes.

Question 4

About World Café or human spectrogram or voting, while a volunteer team can assist in framing the right questions as pre-work but my experience shows that getting them to contribute to the questions is difficult as they don’t have time to devote to such pre-work activities due to work-related and other commitments. Further, on page 222 of Power of Participation, you have identified questions for collective attention, for finding deeper insights, for forward movement, etc. In light of this, would it be a good idea for the attendees to frame the questions during the conference beginning? Would this work in your experience?

If you are going to use World Café at an event, pre-work defining good table questions is essential. While there are frameworks that can be helpful in devising Café question rounds (e.g. those for sense-making by Chris Corrigan and strategic planning by John Inman), I think it’s very hard to build consensually-good questions on the fly at the event unless participants are patient and willing enough to spend a significant amount of time. It’s akin to bringing a large group of people to a building site and asking them to collectively design and erect a building from scratch. Not impossible, but difficult!

Question 5

While your book does provide model conference schedules, it falls a bit short of getting a real sense of what a real schedule looks like. It would be really great if you could add a few real examples of conferences you facilitated. And useful to get a sense of how you mixed and matched various techniques (fishbowl, World Café, spectrograms, etc.) during a let’s say three-day conference around a particular theme. It would be a great addition to what a truly amazing book it already is.

Dipesh, I think that’s a good idea in principle. However, I’m wary of supplying such examples unless they include extensive background on why the specific types and flow of process techniques were used in the event process design. The danger of providing condensed examples is that some readers will be tempted to copy them verbatim for events that involve participants, logistical constraints, and desired outcomes that are significantly different from those that generated the example design. End result—a design that doesn’t satisfy stakeholder needs, leading to poor evaluations and, perhaps, the conclusion that these new-fangled event designs “don’t work.”

There are so many factors involved in creating a good event design that I estimate a useful case study of a single event design that comprehensively covers the reasons for the design choices made might require 10,000+ words and many days of work! A worthy project, but one that may have to wait a while…

Best regards,

Dipesh Mody, India

Thanks for your thoughtful questions about event process design, Dipesh. I hope these answers help a little in your quest to produce fine events in India!

Best wishes,

Adrian Segar


Adrian & KaylaAnother issue of an occasional series—Dear Adrian—in which I answer questions sent to me about event design, elementary particle physics, solar hot water systems, and anything else I might conceivably know something about. If you have a question you’d like me to answer, please write to me. (Don’t worry, I won’t publish anything without your permission).

Please remember what you were about to forget

remember what you were about to forget: photograph of two people getting off a Japanese busNot long ago, my friend Jeremy Birch told me about the recorded announcement you hear—in English—when Japanese buses approach a bus stop. “Please remember what you were about to forget.”

No, Japanese bus companies are not promoting distributed practice, where we spread out learning activities over time to improve overall learning. (Chapter 4 of The Power of Participation has more on this.)

Nor are they commenting on the unlearning process, which is crucial to facilitating change.

Instead, they are merely reminding people who are getting off the bus to check for anything they may be leaving behind.

Nevertheless, I like the (probably unintended) playful construction of “Please remember what you were about to forget”.

As we all get older, we are more likely to need this reminder.

And perhaps, having typed it a few times here, I’m a little more likely to carry it out…

The rise of the generalist

specialist or generalist: illustration of a quote by Dr. William J. Mayo " A specialist is a man who knows more and more about less and less." Photo attribution: Flickr user environmental_illness_networkAre you a specialist or a generalist?

“We used to be defined by what we knew. But today, knowing too much can be a liability.”
Peter Evans-Greenwood, How much do we need to know?

Once upon a time, I enjoyed a lucrative career as an independent IT consultant. For 20+ years, I turned down more work than I accepted. And I never advertised; all business came via word-of-mouth, from CEO to CEO.

There was plenty of competition, and yet most of my competitors struggled for work.

Want to know one of my secrets?

I was a generalist

My clients wanted their problems solved. There were three key reasons why they needed help:

  • My clients did not know what their problems were. (Yes, this sounds strange, stay with me.)
  • Their problems were complex, crossing traditional expertise boundaries.
  • They thought their problems were technical issues, but there was invariably a critical people component.

When I started IT consulting, I thought companies would hire me because I had specialized technical skills they did not possess. Over time, I slowly realized that what made me valuable and useful to my clients were my abilities to:

  • Uncover their real problems;
  • Understand the entirety of what they needed to solve their actual problems;
  • Diplomatically explore, explain, and convince clients of what they needed to do;
  • Successfully work with them to devise and implement effective solutions; and
  • Help them take ownership of the ongoing management of relevant issues so the problems didn’t reoccur.

The advantages of being a generalist

Today’s hard problems straddle traditional specialties. Being a generalist in the realm of consulting means being willing and able to see and act on a bigger picture than clients typically initially present. For example, no one ever hired me to solve “people problems”, but I can’t recall a consulting assignment where human issues weren’t an important factor. Some examples:

  • A ten-year-old silent war between two department heads that had never been addressed;
  • The internal IT staffer who was crippling company growth because he knew far less than he claimed;
  • A CEO who hired a golf buddy to recommend that an appropriate and functional information system be replaced;
  • The operations manager who routinely made decisions without the authority to do so.

My successful IT consulting career combined adequate technical knowledge, business managerial experience (from five years managing a solar manufacturing company), good problem-solving abilities, continuous acquisition of people skills, creativity, and a win-win mindset that focused on serving my clients rather than maximizing my income at their expense. During two decades of work, I saw many independent IT specialists who were, despite possessing technical knowledge superior to mine, unable to maintain a viable business.

I’m still a generalist

I’m still a consultant today, but in a different field—meeting design. And I’m still a generalist, because good meeting design requires knowledge and skills in many different areas: production, andragogy (how adults learn), facilitation, and people skills, to name a few.

We are living in a world where the commodification of products and skills leads more and more quickly to a race to the bottom—” Who can make/do this for the least amount of money/time?” (For example, accountancy, once seen as a secure well-paying profession, is increasingly outsourced and automated.) As a result, the advantages of the generalist mount because relatively few people have the required skill set to solve problems that cross traditional specialties, and it’s easier to thrive in a field with, say, ten competitors as opposed to ten thousand.

To summarize, here’s an apt quote from Peter Evans-Greenwood’s excellent article:

We’re moving from working in the system that is a business, to working on the system. The consequence of this is that its becoming more important to have the general capabilities and breadth of experience that enable us to develop and improve the system in novel directions, than it is to have deep, highly entailed experience in working within the current system. There will always be a need for narrowly focused expertise in highly technical areas, but in the majority of cases the generalist now has an advantage over the specialist.

Are you a specialist or a generalist? How’s that working out for you?

Photo attribution: Flickr user environmental_illness_network

Ask, tell, ask

ask tell ask: photograph of three men sitting on the ground in deep discussion. Photo attribution: Flickr user mikecoghAsk, tell, ask.

In his beautiful and insightful book “Being Mortal“, surgeon Atul Gawande describes a mistake clinicians frequently make. They “see their task as just supplying cognitive information—hard, cold facts and descriptions. They want to be Dr. Informative.”

Atul contrasts this with an approach offered by palliative care physician Bob Arnold:

“Arnold … recommended a strategy palliative care physicians use when they have to talk about bad news with people—they ‘ask, tell, ask.’ They ask what you want to hear, then they tell you, and then they ask what you understood.”
—Atul Gawande, Being Mortal, pages 206-7

“Ask, tell, ask” is excellent advice for anyone who wants to connect fruitfully in a learning environment. Personally, over the years, I’ve become better at asking people what they want to learn (ask) before responding (tell), but I still often omit the second ask: “What did you understand?

The follow-up ask is important for two reasons.

  • Without it, we do not know if anything we told has been heard/absorbed, and whether the listener’s understanding is complete and/or accurate.
  • Asking the listener’s understanding of what he heard allows him to process his understanding immediately. This not only improves the likelihood that it will be retained and remembered longer but also allows him to respond to what he has heard and deepen the conversation.

Ask, tell, ask” assists in transforming a putative one-way information dump from a teacher to a student into a learning conversation. I will work to better incorporate the second ask into my consulting interactions. Perhaps you will too?

Photo attribution: Flickr user mikecogh

Pair share—What’s on your mind right now?

Here’s a simple and effective variant of pair share — a fundamental participative technique that fosters connection and learning via discussion with a partner during a conference session.

pair share: photograph of Malii Brown
Malii Brown

It was conjured up the other day by Malii Brown while we were co-facilitating a peer conference roundtable.

To keep participants alert during round-the-circle sharing at roundtables, I break every 20-25 minutes, either for a short bio-break or a relevant exercise involving movement. I often use pair share as one of these exercises (see The Power of Participation for a complete description) by asking participants to stand up and spend a few minutes introducing themselves to someone they don’t know.

On this occasion, Malii and I were alternating facilitation, and she got to introduce the pair share. Malii asked everyone to find someone they didn’t know. Then she simply said:

“Share with each other what’s on your mind right now.”

Here’s a video excerpt of the resulting pair share. (I’ve removed the sound to maintain confidentiality, but you should know that the volume was substantial!)

I liked the energetic conversations Malii’s suggestion triggered, and have added this prompt to my mental toolbox for future use. This is a nice example of the kind of learning that can occur when co-facilitating—thanks Malii!

Create Your Dream Conference Collectively On This Friday’s #Eventprofs Happy Hour

Creating the perfect conferencesubscribe_nowJoin me and my special guest Bernie DeKoven on Friday, November 20, 2015 from 4 – 6 pm EST for a unique online experience where we’ll collectively create our dream conference. Instead of our usual Google Hangout, we’ll be hosting this show for the first time on the live-casting video platform Blab.

Bernie DeKoven is a legendary American game designer, author, lecturer and fun theorist. He is most notable for his classic book, first published in 1978, The Well Played Game “one of the most brilliant and overlooked books on games to date”, for his contributions to the New Games Foundation, his pioneering work in computer game design, and for his long-running web site, deepFUN.com. Bernie has spent the last 45 years working to teach new ways to play and create community.

Bernie is also a sweetheart.

The blab will go live at 4 pm EST. Join us before 4:30 pm, when Bernie will lead us through the first ever online version of “Did I Mention“, which we will then use to collectively build our ideal conference.

Don’t miss this unique opportunity to play with Bernie, building a collective vision of what a conference can be. To participate, you’ll need to be logged into Twitter in the browser you’re using. Simply click on the “Subscribe Now” below to subscribe to (in advance) or join the blab.
subscribe_nowHaven’t blabbed before? No worries—this post by Jocelyn Gonzalez covers everything you might need to know.

Join us!


[Added November 20, after the Blab was over.]
Here’s a recording of the resulting Blab!

Don’t believe those who tell you personal change is easy

personal change is easy: a photograph of an outdoor sign that says "CHANGE MACHINE" with a directional arrowDo you think that personal change is easy?

We:

  • have moments when we wish our lives were easier.
  • sometimes struggle with change we would like to see in our lives but can’t seem to make happen.
  • are continually exposed to marketing that promises quick and easy solutions to the problems we are experiencing.

If we want to:

  • lose weight;
  • find the right person for that special relationship;
  • be at peace with ourselves;
  • become rich;
  • give up addictive behavior; or
  • make a hundred other common changes

there are tens of thousands of speakers, books, and programs that offer a revolutionary, simple method to cure what ails you.

Just have Jim speak at your event. Buy Sarah’s best-selling book. Or sign up for Esmeralda’s online course. And your problems will be over!

Over and over again we delude ourselves that:

  • the next miracle diet we try will be the one that “just works”.
  • a new management fad will whip our recalcitrant employees into shape.
  • the latest event technology will make our attendees happy, wealthy, and wise.

In reality

In reality, I’ve found that only a tiny fraction of speakers, books, and programs offer real value. I’ve mentioned a few on this blog over the years, including David Allen’s Getting Things Done, PomodoroEric de Groot & Mike van der Vijver’s Into The Heart of Meetings, and a high percentage of Seth Godin’s thoughts and books.

Another barrier to implementing change is that we overlook the months or years of preparatory work we usually need to do before those aha! change moments we remember for the rest of our lives. As Theosophists say: “When the student is ready the teacher will appear” — i.e. the best advice in the world is useless if we are not ready to receive it.

In addition, even when we successfully pan the valuable flecks of gold from mountains of hype, permanently integrating useful desired change invariably requires significant effort.

For example, even after many years of use, my Getting Things Done implementation is imperfect. I flip haphazardly between several trusted systems, depending on the messiness of my desk, my mood, and—for all I know—the phases of the moon. And though, 99% of the time, my email inbox contains well below 100 items, Inbox Zero remains a fantasy, permanently out of reach.

A trap

This leads us to a final trap: the belief that if we don’t implement a personal change perfectly, we haven’t really changed. This is dangerous if we conclude that minor slips mean that we’ve failed to change, and might as well go back to the old way of doing things. Instead, give yourself full credit for the change you’ve fundamentally made, notice when you revert to old patterns, and don’t beat yourself up when it happens (because it nearly always will once in a while.)

Given all these obstacles, it’s a miracle when personal change occurs. And yet, with hard work, it can happen!

Notice when it does. Acknowledge what you’ve done—it was hard!

And celebrate!

Photo attribution: Flickr user tracyshaun

The Reminder—a new way to obtain long-term evaluations of events

the reminder: a black-and-white photograph of a man sitting on a bench and reading a letterCan conference organizers get evaluative feedback on the long-term outcomes of their events? Check out The Reminder and find out!

Last week, I pointed out that short-term evaluations routinely solicited at events are unreliable. If we want to honestly learn whether our conferences create long-lasting change, we need evaluation methods to apply after an appropriate length of time (three months? six months? a year?—you choose!) rather than within a few hours or days of the meeting taking place.

Here’s one way I’ve devised to obtain long-term feedback. It’s based on an old technique, “A Letter To Myself” (ALTM, aka “A Letter To My Future Self”) which you may have experienced at meetings over the years.

I call it The Reminder.

In the standard ALTM version, described in Conferences That Work: Creating Events That People Love, the organizers set aside around 30 minutes just before the end of the event, supply each participant with notepaper and an envelope, and ask them to reflect on the changes they would like to make in their lives as a result of the event over the next [3 months/6 months/year/appropriate period]. People then write letters to themselves about their changes. They put the letters into the supplied envelopes, seal and self-address them and hand them in. After the announced period, the meeting organizers mail the letters.

ALTM works because the recipients find value in being reminded of their resolutions after time has passed. They can note what they have accomplished, what is yet to be done, and what they may have forgotten but still have the energy to pursue.

When I run a Personal Introspective at the end of a peer conference, I often add the ALTM exercise to provide a personal “tickler” reminder of the changes participants decide to make.

The Reminder

To modify ALTM to incorporate long-term feedback, add the following to the envelope supplied to each participant:

the reminderBefore the end of the ALTM session, briefly go through the feedback form with the group. Explain that completing the form on receipt and promptly mailing it back will provide the conference organizers valuable information about the long-term effectiveness of the conference, and this will help make the event even better next time.

It’s harder to implement long-term evaluations of our events because participants have less motivation to provide the information we need. The Reminder combines the effect of receiving the participant-created letter with a quick request for feedback. You can increase motivation by adding an incentive for returning the feedback form, like a small prize or a chance to win a raffle from those who return the form. In this case, name/contact information should be added to the form.

What do you think? Can The Reminder be a useful tool for evaluating your events? If you use it, share how it worked in the comments below.

Photo attribution: Flickr user gufoblu