Did anyone learn anything?

Animated graphic of icons of a puzzled person surrounded by other puzzled people, with the blinking legend: "Did anyone learn anything?"The meeting is over. Did anyone learn anything? And how would you know?

An EventTech Chat discussion

I greatly enjoy participating in EventTech Chat, “a weekly conversation about meeting and event technology, including software, hardware, and audiovisual for in-person and online events” hosted by pals Brandt Krueger and Glenn Thayer.

During last week’s chat, one of the topics we discussed was whether there are differences in how people learn online, as opposed to face-to-face. This led to conversations about learning styles (be careful, they’re mostly mythical and barely useful), the importance of taking responsibility for your own learning at meetings, and how meeting formats affect what people learn.

Are you a regular reader of this blog? If so, you might have guessed—correctly—that I had plenty to say about these important issues. There is plenty of solid research on the best ways to support effective learning. We know that:

Of course, even if we know the best ways to maximize useful learning and connection at meetings, that doesn’t mean we implement them. Unfortunately, our meetings are still full of lectures.

This brings us to an important question we hardly ever ask about meetings…

Did anyone learn anything?

In my book Conferences That Work, I shared a story about when I—and everyone else in my graduate class—never admitted we didn’t understand what our teacher was teaching us for weeks.

…toward the end of my second year I was understanding less and less of a mathematics course I was taking. The professor seemed to be going through the motions—he asked few questions, and there was no homework. Elementary particle physicists are either mathematicians or experimentalists. I was the latter, so my lack of mathematical understanding was not affecting my research work. But the experience was disconcerting.

And, as the semester went on, the percentage of class material I understood gradually declined.

One day, our teacher announced that we would be studying Green’s Functions, a technique used to solve certain kinds of equations. After the first 20 minutes of the class I realized that I understood nothing of what was being said, and that I was at a crucial turning point. If I kept quiet, it would be too late to claim ignorance later, and it was likely I would not understand anything taught for the remainder of the semester. If I spoke up, however, I was likely to display my weak comprehension of everything the teacher had covered so far.

Looking around, I noticed that the other students seemed to be having a similar experience. Everyone looked worried. No one said a word.

The class ended and the professor left. I plucked up my courage and asked my classmates if they were having trouble. We quickly discovered, to our general relief, that none of us understood the class. What should we do? Somehow, without much discussion, we decided to say nothing to the teacher.

The class only ran a few more weeks, and the remaining time became a pro forma ritual. Did our teacher know he had lost us? I think he probably did. I think he remained quiet for his own reasons, perhaps uncaring about his success at educating us, perhaps ashamed that he had lost us.

When I didn’t speak up, I chose to enter a world where I hid my lack of understanding from others, a world where I was faking it…

…Probably you’ve had a similar experience; a sinking feeling as you realize that you don’t understand something that you’re apparently expected to understand, in a context, perhaps a traditional conference, where nonresponsiveness is the norm. It’s a brave soul indeed who will speak out, who is prepared to admit to a conference presenter that they don’t get what’s going on. Have you stayed silent? Do you?

Silence isn’t golden

Silence during a presentation and a lack of questions at the end does not mean that anyone learned anything. As Jonah Berger reminds us in Contagious, “Behavior is public and thoughts are private.”

If my teacher had bothered to periodically ask his class whether they understood what he was attempting to teach, or, better, asked questions to check, we’d likely have told or shown him we were lost.

So, how can we discover if anyone learned anything?

Well, I’m sorry, but smile sheets dropped in a box at the end of a session, app-based evaluations, and online surveys that must be completed within a few days do not provide an accurate picture of the long-term benefits of a meeting.

Why? Because we are far more likely to be influenced by our immediate emotional experience during a session than by the successful delivery of what eventually turns out to be long-term benefits.

Three better ways to obtain long-term evaluations of events are Net Promoter Scores, A Letter to Myself, and The Reminder. Check out this post for more details.

Ultimately, we can’t ensure or guarantee that anyone learned anything at a meeting. As Glenn pointed out during our EventTech Chat, the ultimate responsibility for learning is the learner’s. Attend a meeting expecting that the leaders will magically transfer learning to you without doing any work yourself? You probably won’t learn much, if anything.

Nevertheless, we can actively help people learn at meetings by implementing the principles listed above. (Check out my books for complete details.) But there’s one additional thing we can do to maximize and extend learning during our meetings.

How to help people consolidate what they learn at meetings

During our EventTech Chat, several participants shared how they consolidate learning during or immediately after an event. Folks who have learned the value of this practice and figured out the ways that work best for them may not need what I’m about to share (though even they can often benefit).

What I’ve found over decades of designing meetings is that the majority of meeting attendees do not know how to consolidate what they learn there. So I designed a closing plenary that gives each participant a carefully structured opportunity to review, consolidate, and reinforce what they have learned at the conference. They also get to develop the next steps for changes they will work on in their professional lives. It’s called a Personal Introspective and takes 60 – 90 minutes to run. (You can find full details in Chapter 57 of The Power of Participation.)

Did anyone learn anything? There are no guarantees. But, following the above advice will make it significantly more likely that your attendees will learn what they want and need to learn. Do you have other thoughts on how to improve how you or others learn at meetings? If so, please share them in the comments below.

The fairest rules for meetings

fairest rules meetings
What are the fairest rules to use when running meetings? This might seem like an odd question. You might ask, “Fair to whom?” or, “What do you mean by fair?” I think it’s reasonable to concentrate on fairness to participants: the majority of those involved with the meeting. As to what being fair to participants might look like, let’s turn to the ideas of the moral and political philosopher John Rawls.

In his influential 1971 book A Theory of Justice, John suggested that “the fairest rules are those to which everyone would agree if they did not know how much power they would have.”

All meetings have rules, whether overt or covert, conscious or unconscious, that influence how they proceed. These rules are embedded into every aspect of the meeting, from the seating arrangements (1, 2, 3, 4) to the meeting formats employed. We usually think of rules as guides to process. But, at a deeper level, rules instantiate issues of status and power.

Status and power at meetings

I think of status at events as the relative levels of proclaimed or perceived social value assigned to or assumed by attendees. And power at events is an individual’s capacity to influence the actions, beliefs, or conduct of attendees.

Typically, but not always, higher status implies greater power at meetings.

In wider contexts, status is situational. The low-status janitor at a big corporation may be the high-status head of their family at home. Some say I have high status in the event industry, but when I’m facilitating a roomful of subject matter experts, I’m the most ignorant and lowest-status person present.

At a traditional meeting, however, perceived status roles rarely change significantly during the event. This leads to a number of problems, which I described in my first meeting design book: Conferences That Work.

To overcome these problems, one of my goals for the participant-driven and participation-rich meetings I champion is to use process that deemphasizes old-school fixed status at meetings and emphasizes what I call real-time status.

The key process I use to do this is to ask the group to commit to specific agreements (rules, if you like) at the start of the event.

Here are the six agreements — The Four Freedoms plus two other agreements — that I’ve been using for years.

The fairest rules for meetings. Photograph of a card showing the six rules Adrian Segar uses for meetings: The Four Freedoms and two other agreements. The card is laying on a notebook, together with a pen and glasses.

The fairest rules and my six agreements

This brings us back to John Rawls’ intriguing and bold statement on what the fairest rules would be: “those to which everyone would agree if they did not know how much power they would have.”

Let’s use Rawls’ suggestion to explore the fairness of using the above six agreements at a meeting.

The first agreement…

…is that everyone has the right to express their point of view. At many events, only high-status people talk. I remember the physics conferences I attended as a lowly graduate student, where the prize-winning physicist lectured for fifty minutes, and only his (yes, they were all guys) colleagues and rivals spoke at the end. The tacit assumption was that you didn’t speak unless you had something brilliant to say.

The first agreement I have a group make is that anyone has the right to share their opinion with others in the group. For a low-status person (like me at those conferences), that is a great freedom to have. If I had explicitly been given it, I might well have had the courage to speak all those years ago.

High-status individuals at the physics conferences reinforced their high status by speaking publicly. They maintained or gained status, at the expense of others who did not. That was not fair.

I think my first agreement clearly implements Rawls’ fairest rules suggestion.

The second agreement…

…is that everyone has the freedom to ask questions. Like the first agreement, this freedom allows low-status group members to speak up. In particular, it removes the—often self-imposed—barrier to asking a “stupid” question. How often have you not understood what someone said, but failed to ask them a clarifying question “because it might make you look stupid”?

Of course, having the freedom to ask a question, even if you’re worried it might make you look stupid, often has an unexpected outcome. It frequently turns out that other group members have the same question! And it’s often the case that the reason many people have the question is that the speaker has been unclear about what they were saying, or perhaps even said something incorrect.

Speaking truth to power often involves questioning what a speaker has said. High-status individuals may not like this. So I think my second agreement also clearly implements Rawls’ fairest rules suggestion.

I introduce the third agreement at meetings…

…by saying, “It’s about the F-word.” I pause. Then I say, “Feelings.”

Meeting participants don’t, in general, spend much time expressing how they feel. Although that’s often the case because feelings aren’t relevant to a group discussion, sometimes people think or feel it’s inappropriate to share how they feel with others, especially with a group of strangers.

This agreement says it’s okay to talk about how you’re feeling. It gives individuals permission to talk about sensitive issues if desired. Besides being potentially healthy for the sharer, it is often validating and helpful for group members who feel the same way. Talking about how you’re feeling reduces power inequities in meetings where dominant members try to push through a contentious decision. Giving participants the freedom to share how they feel can help ensure that more voices are heard.

Like the first two rules, this rule also supports low-status and low-power individuals in a group. So it also implements Rawls’ fairest rules suggestion.

The fourth agreement…

…is a meta-agreement that gives participants the freedom to say that they don’t feel the three preceding agreements are being followed. Though I’ve never heard this freedom invoked at any conference I’ve facilitated, I feel confident that its existence, and the group awareness that everyone has agreed to it, help prevent the kind of dismissal, shaming, and bullying behavior that can surface at traditional meetings.

In some ways, this agreement is the closest framing of Rawls’ fairness rules suggestion. It says not only have we agreed on rules that minimize power differentials but we also have the right to call out instances when these rules are not being followed.

The fifth agreement…

…is about keeping what is discussed while the group is together confidential. I’ve written in more detail about the value of this important agreement here. Interestingly, this agreement potentially benefits all participants, whether high or low power/status. Why? When anyone shares, they potentially reveal something about themselves. A group confidentiality agreement helps increase people’s feeling of safety, possibly making it more likely they will share something sensitive.

The corporate CEO risks confessing that they have been neglecting a company-wide issue for too long. A mid-level manager shares their difficulties working with their boss. A new hire summons the courage to ask what they think is a basic question, to which they believe they should know the answer. All these actions are more likely when the initiator trusts that the group will respect their confidentiality.

The fifth agreement, therefore, is probably the easiest agreement for high-status group members to agree to. They have something to gain too. It epitomizes Rawls’ fairness rules suggestion.

The sixth agreement…

…is about staying on time.

A meeting may have a predetermined schedule, or the schedule may be negotiated and constructed on the fly, as typically occurs at peer conferences (aka unconferences). I have been at too many conferences where unchecked, self-important presenters run way over their allotted time, causing an inevitable train wreck with subsequent sessions truncated and even canceled. (Here are a couple of my own unhappy experiences.)

Applying Rawls’ suggestion would mean that all presenters would agree to present as if they had been scheduled at any point in a meeting program: the first or last session, or at any time between. As the above article explains, the resulting program, where everyone stays on time, offers many advantages to everyone involved.

How do your meeting rules fare under Rawls’ fairness rules?

How do my six agreements fare under Rawls’ fairness rules?

Pretty well, I think!

Take a few minutes to think about the rules — overt or covert, conscious or unconscious — that you use to run your meetings. How does their fairness fare? (Sorry, I couldn’t resist.)

If you discover you are still enabling power and status imbalances at your events, you are not serving your participants well.

What are you going to do about it?

P.S.

Want to learn more about John Rawls and political philosophy in a delightful way? Listen to “A Theory of Justice: The Musical!

Can you hear me now?

hear me! Photograph taken from above of a conversing crowd. An ignored facilitator stands in the center. Image attribution: "2010 IACA Conference - evening reception at the Bob Bullock Texas State History Museum" by Corvair Owner is licensed with CC BY-SA 2.0. and modified with additional graphics.I do not have a magnetic personality. I would never have been cast as the lead in the classic ad series When E.F. Hutton talks, people listen. Yes, I’m a recovering academic, so I love to talk. But that doesn’t mean that people always hear me.

And that can occasionally be a problem when I’m facilitating group work.

Ultimately, as we’ll see, it’s a good problem to have. But that doesn’t mean it’s not a problem.

Facilitating group work is ultimately about guiding and supporting a group doing its work, both as individuals and collectively. It’s not about my work. And I’m okay with that because I am the second sort of escapologist and I know it’s not about me.

So, unlike a speaker or presenter, I am comfortable being the center of inattention most of the time.

But, obviously, people need to listen to me sometimes, so I can facilitate them doing their work. And, there are certain situations when they have a hard time listening to me.

If you facilitate group work, you probably know what I’m talking about. Effective group work includes periods when group members are working with each other, not you. And when they’re having these conversations, they are not listening to you. They are (well, hopefully) listening to each other.

Which means that getting their attention is difficult.

Can you hear me now?

Last week, I was reminded how difficult it is to get a group’s attention. I was the guest at Professor Dan Cormany‘s Convention Management class at Florida International University. I have a standing invitation for event and hospitality teachers to meet online with their classes for free. Dan has taken me up on this several times. I love spending time with such students—the future of the meeting industry—and finding out what’s on their minds.

On this occasion, we used a setup I’d never experienced before. Dan and the students were together in person, and they decided to display me on a front-of-room screen but also run a simultaneous Zoom meeting so I could see the students individually and talk with them one-on-one.

(Production pros will recognize this arrangement is susceptible to audio feedback problems, which did indeed hold up the class a bit. To minimize them, have participants use headsets when possible. Otherwise, turn off individual computer speakers and all mikes except for the one in-person participant currently talking.)

I began the class with a quick pair share between students, giving each pair a couple of minutes to share with each other why they were taking the class.

At this point, I completely lost everyone’s attention.

The ignored facilitator

Two minutes went by, and I asked the students to stop sharing so we could move on to the main segment of the class, where I answered any questions they wanted to ask me.

Nothing happened. The students kept on talking. They were enjoying learning about each other and they didn’t want to stop.

I asked again. Several times. I increased my speaking volume, but it was as if I had been banished from the meeting. I was 1,600 miles away, the students weren’t listening to me, and there was nothing I could do about it.

Dan to the rescue!

Thankfully, Dan noticed that I was being ignored. He was in the room, and his students are used to listening to him. After a couple of announcements, the students’ conversational hubbub diminished, and I was back in contact with the class.

The rest of the class went well. I closed with another pair share for students to share their takeaways with each other. However, before this one started I made sure to ask Dan to bring it to a close!

Hear me! Getting a group’s attention

Even when I’m present in the room, the same scenario often happens! Yes, there are people who can usually get the attention of an energetically conversing crowd. But I often find it hard. Knowing this, I’ll sometimes find someone in the group who has this gift, and ask them to get the group’s attention for me when needed. Alternatively, you can pick a leader who’s known to the group, like Dan was, for this role.

There are many methods that teachers and trainers use to get attention. To learn more about them, see Chapter 22 of my book, The Power of Participation.

Although the difficulty of getting a group’s attention is a problem that facilitators face regularly, in the big picture it’s a good thing.

Why? Because, when a competent facilitator has trouble getting attention, it means that participants are actively working with each other. Have you ever left a meeting session full of excitement and ideas for future work, perhaps having made important new connections in the process? (Or have you hung around afterward, continuing conversations?) When this happens, the facilitator has done their job well.

So if you’re facilitating, and sometimes find it difficult to bring group members reluctantly back from engagement, don’t fret. Remember that your pain is their gain.

Image attribution: “2010 IACA Conference – evening reception at the Bob Bullock Texas State History Museum” by Corvair Owner is licensed with CC BY-SA 2.0. and modified with additional graphics.

Humanity’s problem is a meeting problem

Meeting problem: a photograph of a crowd of people talking at a conference is surrounded by face emoticons representing various emotions plus four red icons of meeting venues. In the background are images of computer high-end graphic cards.In 2009, the biologist E.O. Wilson described what he saw as humanity’s real problem. I think it’s also a meeting problem:

“The real problem of humanity is the following: we have Paleolithic emotions, medieval institutions, and god-like technology.”
E. O. Wilson, debate at the Harvard Museum of Natural History, Cambridge, Mass., 9 September 2009

Wilson sees emotions, institutions, and technology as disjointed in time. Emotions have driven human beings for millions of years, our institutions are thousands of years old, and we can’t keep up with our advances in technology.

And so it goes with meetings.

Emotions

Much as we would like to believe otherwise, our emotions run us, not our rationality. Daniel Kahneman, winner of the 2002 Nobel Prize for Economics, wrote a long book about this. It’s why businesses sponsor meetings. It’s why we judge meeting experiences largely based on how they were perceived at their peak and at their end. And it’s why transformational learning occurs when a group experiences a positive emotional connection together.

Want more evidence? Well, information dumps from an expert lecturer are one of the worst ways to learn anything important. And simple workshops that support connection (which may be emotional) between participants around relevant content provide better learning experiences.

Emotions run us; our rationality comes in a distant second. All meeting design needs to recognize this reality.

Institutions

The things we do reflect our culture. And the organizations we’ve constructed incarnate our culture. Our largest and most powerful institutions — political and religious — are also the oldest, with roots thousands of years in the past. What we think of as modern business meetings and conferences are hundreds of years old. Changes in their forms and traditions have been principally influenced by technology (see below) rather than any deep changes in human psychology.

The traditional top-down formats of meetings and conferences reflect the top-down structure of the institutions that still largely dominate our world. Traditional institutional norms discourage the creation of meetings that provide freedom for participants to steer and co-create learning and connection experiences that are optimally better for everyone involved. All too often, top-down institutional culture leads inexorably to hierarchical meeting formats.

So there’s a disconnect between what’s best for meeting participants, due to their fundamental psychological makeup, and the dictates of their institutional bosses and the organizations that organize the events.

Technology

And finally, there’s E.O. Wilson’s “god-like technology”. Even though technology is continually being redefined as anything that was invented after you were born, it’s impossible to ignore how rapidly technology has evolved and changed our culture and our meeting experiences. I carry in my pocket a phone that has more computing power and far more utility to me than a machine that filled an entire office building when I was a student. And the COVID-19 pandemic has vividly illustrated how technology has allowed us, almost overnight, to redefine what we have thought of as meetings for hundreds of years to a largely—at least for now—online experience.

Consequently, vendors flood us with technological “solutions” to problems we often aren’t even aware we have. In some cases, these solutions are actually manufactured for a plausible yet illusory need. But even when there’s a genuine problem that the right technology can solve, our emotions can make it hard for us to see its value, and our institutions may be resistant to implementation.

The tension between emotions, institutions, and technology at meetings

Wilson’s definition of humanity’s problem resonates with me. As I’ve shared above, our emotions, institutions, and technology also frequently conflict when we are planning meetings. There isn’t a simple solution that perfectly responds to these elemental forces that affect what we do. In the meetings industry, our best meeting problem solutions recognize the effects of these forces on our gatherings and use conscious design to take advantage of them.

That means designing meetings that incorporate active learning via creating emotional experiences together, working with institutional stakeholders to convince them of the value of emotion-driven, participant-driven, and participation-rich approaches, and using the right technology — often human process technology — to make our meetings the best they can be.

Yes, humanity’s problem is a meeting problem. But we have the tools to solve it. All we need to do is to use them.

These aren’t the unconferences you’re looking for

Obi-Wan Kenobi in the famous Star Wars scene where he's stopped by Imperial stormtroopers on entering Mos Eisley and muddles their minds. The caption reads: "These aren't the unconferences you're looking for."
I’m noticing that event promoters increasingly use “unconference” to describe traditional conferences. Like this one, this one, and this one.

<Sigh>. Please stop doing this! There’s a big difference between unconferences and traditional events.

Here’s how Wikipedia defines an unconference:

“An unconference is a participant-driven meeting.”
“Typically at an unconference, the agenda is created by the attendees at the beginning of the meeting.
Unconference, Wikipedia

Well, surely titan Google would accurately describe their annual Search Central unconference?

Nope.
unconferencesIn case you can’t read that, it says:

“In particular, the word ‘unconference’ means that you get to choose which sessions you want to attend and actively participate in. You will shape the event by taking part in discussions, feedback sessions, and similar formats that need your input.”
The Search Central Unconference is back, Google Search Central Blog

Wow. According to Google, “‘unconference’ means that you get to choose which sessions you want to attend”. Umm, Google, that’s what happens at every conference! Oh, you also get to “actively participate in” sessions? Google, we call that “having a discussion” or “a breakout”.

Dave Smart’s blog post My experience of the Google Search Central unconference makes it clear that Google chose the entire conference program beforehand.

Abraham Lincoln once posed the question: “If you call a dog’s tail a leg, how many legs does it have?” and then answered his own query: “Four, because calling a tail a leg doesn’t make it one.” Sorry, Google, but calling your conference an unconference doesn’t make it one.

Let’s call what you’re doing an ununconference.

Sadly, Google is not alone.

A few examples of ununconferences

Here are three ununconferences that people promoted this week. I noticed several others, but adding all those black bars to remove identifying information takes time. Twitter is full of folks who already know they’ll be “speaking” at an ununconference (e.g., the second example). The last example announces that their “unconference” is closing session proposal submissions six months before the actual event!
unconferences

Conference programs that are predetermined with attendee input are not unconferences

I have been convening and facilitating unconferences for 33 years. (I prefer the term peer conferences, but no one else cares.) Why? Because they provide a far better conference experience. Better, because creating the conference program in real-time at the start ensures that the event optimally meets participants’ in-the-moment wants and needs.

In 2010, I explained why asking attendees in advance for program suggestions doesn’t work. And a couple of years later, I shared why a program committee or the mythical “conference curator” doesn’t do any better:

“In my twenty years of organizing conferences, I’ve never found a program committee that predicted more than half of the session topics that conference attendees chose when they were given the choice. During that time I’ve seen no evidence that any one person, whether they are given the title of “curator” or not, can put together a conference program that can match what attendees actually need and want.
Jeremy Lin and the myth of the conference curator, February, 2012

Seth Godin puts it this way: “We have no idea in advance who the great contributors are going to be.” Just about every unconference I’ve convened or attended has brought to light participants whose valuable knowledge, expertise, experience, and contributions were unknown to the conveners (and most, if not all, of the attendees). You can’t do this effectively at a traditional conference with a predetermined program.

Unconference is not a marketing soundbite

Marketers: Stop using “unconference” as an event marketing buzzword. We’re not selling cereal here. As Robert Kreitner says, “Buzzwords…drive out good ideas.” Unconferences are participant-driven, which involves building the program in real-time during the event. Having (well-designed) discussion sessions during an event is great, but that doesn’t make a meeting an unconference.

Meeting conveners: Learn about what unconferences actually are before calling your event one. (Any of my books will give you detailed information about these meeting formats and how well they work.)

I care about how people use the word “unconference” because I’ve met too many folks who believe that an event billed as an unconference must be one. Then they attend and are underwhelmed. I’d hate to see unconferences suffer because marketing folks use the word as a way to make an event sound hip, sophisticated, and cool. Let’s banish the ununconference instead!

Presentation versus interaction at meetings

What is the mix of presentation versus interaction at your meetings? What should it be?

Traditional meetings focus heavily on presentation. Interaction is limited to a few questions at the end of sessions, plus conversations “outside” the formal sessions. And this has been the norm for hundreds of years.

The written word

Let’s explore the popularity of the written word presentation versus interaction over time. Using Google Books Ngram Viewer to do this, we notice a curious thing.
A graph of the frequency of use over time of the word 'presentation' versus 'interaction' made by Google Books Ngram viewer. 'Interaction' was not used significantly until the 1950s, but is now approximately twice as popular today.
In 1804, the earliest year included in the Google Books database, the word interaction barely appeared. The word presentation is a hundred times more frequent. Both words slowly become more common over time, but presentation stays predominant. But, in the 1950s, something strange happens. The popularity of interaction abruptly rises. In 1964, interaction became more frequently used. It has remained in first place ever since.

Presentation versus interaction at meetings

Society, as reflected by books in English, now talks about interaction roughly twice as often as presentation. But our meeting designs, in large part, haven’t changed to reflect this shift in cultural awareness. Presenters still rarely incorporate interaction into their sessions, even though there are ample reasons why they should.

Since my first book on participant-driven and participation-rich was published 16 years ago, I’ve been gratified to see how the meeting industry has at least started talking more about the importance of bringing interaction and engagement into meeting sessions. But, despite all the talk, meeting owners and presenters still all too often serve up the same lecture-style sessions that are far less effective and engaging than learning in community through a well-designed interactive process.

In the 1960s, we finally began focusing on interaction versus presentation in our culture.

That was half a century ago.

It’s time to practice what we preach.

How to provide new experiences at meetings

new experiences at meetings: a blurred image of two people meeting and connecting in a crowdHow can we provide new experiences at meetings? Not new F&B, decor, or glitz. Something deeper.

Here’s a story…

A memorial service

Last month, I staffed an online memorial service for E, a friend who died tragically, at age 42, of breast cancer. With over a hundred attendees, most listened as friends and family spoke. When the main service ended, I hosted one of several breakout rooms for those who wanted to stay and talk.

People were allocated to the breakout rooms randomly. A woman in my room looked quite upset, and I asked her how she knew E. She shared that they met each other in high school, and were friends for many years. They eventually drifted apart, and only reconnected when she heard about E’s cancer.

The woman looked really upset. So I asked her if she wanted to tell us more. She burst into tears. “We found out we had breast cancer at the same time, and both went into treatment.” She sobbed harder. And then she cried out, “But I survived. I’m OK.”

We talked about her guilt at surviving. We gave her the gift of listening. Afterward, she looked better, and perhaps she felt a little better too.

New experiences

We gave the woman an opening to share her feelings of guilt. She gained a new experience, one that I think was significant to her.

It was also a significant new experience for me. At the start of the breakout, I had no idea what would happen. I felt happy to be able to give this woman a place to voice her feelings. It’s the kind of work I love to do, my ikigai.

Providing new experiences at meetings can be as simple as this.

Creating environments and opportunities for new experiences to happen.

Fear of new experiences

To an infant, all experiences are new. Rapidly though, as we grow older, experiences repeat and they become comfortable and familiar. It’s tempting to desire to try and relive old, pleasant experiences, rather than seek out new ones. That’s understandable. New experiences can be scary. Not only for the person experiencing them but also for society. As D.H. Lawrence said a hundred years ago:

“The world fears a new experience more than it fears anything. Because a new experience displaces so many old experiences…The world doesn’t fear a new idea. It can pigeon-hole any idea. But it can’t pigeon-hole a real new experience.”
D. H. Lawrence, Studies in Classic American Literature

This universal fear is the reason the meeting industry continues to struggle with incorporating new experiences into events. Often, we sidestep the issue and tell ourselves that some novel venue, decor, food and beverage, or lighting will provide attendees with “a new experience”.

We choose to forget that magic happens outside one’s comfort zone.

And another opportunity for providing meaningful new experiences at an event is missed.

The alternative? Be brave, and explore and implement the practical suggestions below!

How to provide valuable new experiences at meetings

There’s a simple answer to the question: “How can we provide valuable new experiences at meetings?”

It requires a shift of perspective. At traditional meetings, it’s assumed that the meeting conveners are responsible for specific new experiences. This implies that the attendees are passive receivers of the program. They have no role in its creation. At traditional meeting after meeting, the onus is solely on the conveners to provide valuable new experiences. The temptation is to come up with cosmetic changes that, while possibly entertaining to some degree, do not fundamentally change what happens at the event.

Here’s what to do instead.

Instead of dreaming up changes to the physical environment of the meeting — the F&B, decor, etc. — provide a process environment that supports and encourages appropriate new interpersonal experiences around the content they want and need.

Doing this makes the participants co-creators of experiences that matter to them.

And doing this isn’t hard! I, and many others, have been designing and facilitating such meeting environments for decades. Here are the books I recommend that explain what you need to know and how to implement them. And here’s how to make it easier for attendees to risk having new experiences at your event.

If you want to know how well this works, take a look at the randomly chosen participants’ comments about my events over the last thirty years that appear in the sidebar of this blog.

The proof of the pudding is in the eating.

If I can help you in any way create an environment for new experiences at your meetings, don’t hesitate to get in touch.

Original image attribution: Flickr user tauw under CC BY-NC 2.0 license

Lessons learned from online meetings during the COVID-19 pandemic

A composite image created from images in Volume 30, Issue 1 of the Limnology and Oceanography Bulletin, illustrating lessons learned from online meetings during COVID-19The Association for the Sciences of Limnology and Oceanography (ASLO) has published some useful lessons learned from organizing six online scientific meetings during the COVID-19 pandemic. Here is my summary of what I think are the most interesting findings, plus some commentary. All quotes are from the article Virtual Growing Pains: Initial Lessons Learned from Organizing Virtual Workshops, Summits, Conferences, and Networking Events during a Global Pandemic in the Limnology and Oceanography Bulletin. Check it out for full details!

Online meetings improve access and attendance

Clearly, online conferences can make it easier for people to attend who might otherwise not be able to do so:

…participation [at in-person meetings] can favor more privileged scientists (e.g., well-funded, connected, established) while excluding talented but less privileged scientists who may not have available funds or flexible schedules to overcome barriers such as financial resources, travel time, disabilities (De Picker 2020), dependent care responsibilities (Calisi and A Working Group of Mothers in Science 2018), or visa acquisition (Matthews et al. 2020)

Conferences are an important learning and support resource for early career scientists. Online events make it easier for them to attend.

“…a hiatus from scientific meetings would also have come at a cost, especially for early career researchers (ECRs) who rely on scientific meetings to share their work, find career opportunities, and establish a peer cohort that provides emotional, mental, and personal support in addition to professional support.”

But barriers to attending online conferences still remain:

“…the online format removed potential barriers and likely increased participation by peers unable to participate in previous years. Still, some barriers remained, and new barriers arose, such as access to a reliable computer and internet connection, time zone management for conferences with a globally distributed audience, the unexpected energy demand of sustaining online attentiveness (the newly coined term “Zoom fatigue”), and finding time for dependent care as many schools, nurseries, eldercare services, and similar facilities enacted restrictions or limited services as a result of the COVID-19 pandemic.”

Nevertheless, attendance at three of the meetings was significantly higher than when previously held in-person. (The three other meetings did not share historical attendance data.)

“Attendance increased 50% over previous successful conferences with a significant portion (40%) of first-time symposium attendees.”

“The in-person meeting was space-limited to 65 participants. The virtual format opened registration to anyone. In total, 205 people had registered to access the workshop materials, with 150 individuals and 110 individuals consistently joining on days 1 and 2, respectively. Instead of the original limit of 15 in-person graduate students, the conference welcomed over 50 graduate and undergraduate students.”

“Initially planned as an in-person, ~ 50-person workshop in Minneapolis, Minnesota, U.S.A., the inaugural workshop took place 18–20 August 2020, virtually over Zoom … In total, 1038 registrants from over 30 countries participated, with individual session attendance in the low-hundreds.”

The full article also describes an overall increase in the diversity of attendees at their online conferences. However, expanding presenter diversity wasn’t successful at one of the meetings.

Online platforms and tools used

The six meetings used a variety of online platforms and tools: Zoom (used in every meeting), webex, Voice Thread (used for poster sessions), SlackWhova, Poll Everywhere, QUBES Hub (an online community for STEM activities), Slido, and Google Forms. Attendees were largely happy with these tools, with only a few problems reported. Read the article for details.

There was a general consensus that socializing opportunities online were inferior to in-person meetings. This was despite the use of backchannel communication platforms such as Slack during several of the events.

“Communication software, such as Slack, could not really replace the casual “hallway chats,” but did provide more complete documentation of conversations and a forum that could continue following the meeting.”

None of the meetings used one of the online social platforms I’ve described on this blog (1, 2, 3). I suspect that incorporating such platforms into future conferences would provide a better social experience for participants.

Online program fatigue

Several meetings reported their attendees experienced fatigue:

“Aside from programmatic needs, the community learned that mental and physical fatigue are inherent to both in-person and virtual formats. Much like an in-person, session-packed meeting, virtual meetings occurring for long hours, across multiple time zones can drain energy. Although a virtual format may more easily afford attendees the chance to “log-off” from the meeting, building in diverse events, such as social hours, breakout or working group sessions, and mixed presentation formats are crucial to prevent attendees from logging off too often or feeling drained by a meeting.”

I’ve written about how frequent scheduled breaks will help minimize online meeting fatigue. Some of the meetings reported that distributing their typical in-person program over a longer time period (e.g., a few hours per day over several days) helped reduce fatigue and maintain attendance.

Closed-captioning content

Three of the meetings added closed-captioning to pre-recorded talks, and attendees found this helpful. One of the report’s conclusions:

“Closed-captioning content benefits many, especially non-native English speakers.”

When online meetings use prerecorded videos, adding closed-captioning is an easy way to improve the viewing experience. Hopefully, real-time closed-captioning will become more accurate, affordable, and common in the future.

Hybrid meetings in the future

Several of the meeting groups expect to hold hybrid meetings in the future:

“GLEON is increasingly aware of barriers for meeting attendance, despite a long running sponsorship program. Hence, some form of a hybrid style meeting may offer the best way forward.”

“Hybrid models tailored to a specific society’s resources and needs could incorporate components of both the in-person and virtual experiences. One variant could be offering both the in-person and virtual components simultaneously, allowing attendees, who are not able or willing to travel, to partake in in-person sessions and panels through video-conferencing software. Here, an alternative hybrid form could consist of regional in-person meetings, to minimize travel, while still being connected to other regional meeting hubs via a shared online program. Another hybrid model could be re-envisioning the in-person conference altogether, where traditional presentation and poster sessions are conducted virtually, and a companion, asynchronous in-person conference parallels the themes of the virtual meeting but with a focus on working groups, networking, and research products.”

Although many attendees hoped to return to in-person conferences, they generally agreed that online meetings have shown their value and will remain an important option for future meetings.

Conclusion

Some of these insights may be familiar, some less so. Let’s thank the numerous scientists who took the time to share lessons learned from holding online meetings during the COVID-19 pandemic! Such information is helpful to everyone working to make meetings better.

Image attribution: composite image created from images in Volume 30, Issue 1 of the Limnology and Oceanography Bulletin.

It’s not an entrance it’s a layer

At a Marlboro Music Festival rehearsal last week, I heard the words entrance and layer used in a single sentence. And it made me think about meeting design.

entrance layer: photograph of three musicians playing violin, piano, and cello. The cellist, Marcy Rosen, is leading a rehearsal at the Marlboro Music Festival.
Marcy Rosen, right, leads a rehearsal

The rehearsal

On August 8, my wife and I attended a rehearsal of Beethoven’s String Quartet, Op. 132 at the 2021 Marlboro Music Festival. Such free rehearsals allow the casual audience to hear world-class musicians play and learn together. They are very different from a formal concert, and surprisingly, in some ways, better!

After the start of (I think) the third movement, the players stopped, and I heard the cellist Marcy Rosen — “one of the intimate art’s abiding treasures” — say:

“It’s not an entrance, it’s a layer.”
—Cellist Marcy Rosen

They began again.

I heard the difference.

Instead of creating a transition, an entrance to the movement, they created a shimmering context, a layer.

And, me being me, I thought about what Marcy had just said in the context of meeting design.

It’s not an entrance it’s a layer

As spectators, our lives are full of transitions.

And meetings are no exception.

The session ends. A social begins. A chime marks the end of hallway conversations, and we walk to another room to listen to someone else.

When we’re spectators, we notice transitions.

But when we are fully engaged in a meeting, we are just there, immersed in and responding to what is happening. We aren’t looking at our watches or phones. We aren’t thinking about where we’ll go for lunch. Instead, we are in the moment, living in a layer of context.

The art and craft of the meeting designer

It’s a meeting designer’s job to create these contextual layers. Each layer is an environment that supports and enables full participation in and active experience of what’s going on.

A good example of a key meeting layer is safety.

A layer of safety

We don’t hold meetings in burning buildings, on rapidly melting ice floes, or in the middle of a sandstorm. Attendees want to feel safe. But even when our meeting venues are conventionally safe places, they may not feel emotionally safe for attendees to participate in what is going on.

A good meeting designer and facilitator knows this, and designs to create and support emotional safety for participants. For example, they may model participation throughout the event, and allow participants to opt out of any activity. They can also create a culture of listening, obtain agreement on group-wide covenants, strive to give clear instructions, and provide process that is comfortable for introverts.

Designs that incorporate optimal protective process provide an important layer of safety that maximizes participants’ levels of comfort and their readiness to participate in the event.

Other important layers at a meeting

Other important process layers at a meeting include:

  • Incorporating event crowdsourcing which allows participants to design the event and sessions they want and need; and
  • The design of the conference arc, which includes everything necessary for participants to discover, learn, connect, and engage around the topics or issues that brought them together.

And the traditional layers that professional meeting planners provide:

  • Consistent quality of service and experience, e.g., food and beverage, decor, and production;
  • Reliable, timely, and clear information about the program, sessions, meals, exhibits, and socials.
  • A comfortable physical environment throughout the event.

Focus on layers as well as transitions

Sometimes, meeting stakeholders concentrate on the transitions at meetings at the expense of the layers. It’s tempting to focus on creating dramatic build-ups to peak moments, or how we will then move participants to an outdoor social. While a session or social is taking place, we may get a little breathing space. Our planning energy switches to preparing for the next transition.

Of course, transitions during a meeting are both unavoidable and important. But unduly focusing on them at your event can lead planners to overlook the value of creating an environment that powerfully engages participants and builds significant connections between them.

By also focusing on the meeting layers I’ve identified above, you’ll create an improved environment that will amplify value for participants and stakeholders throughout and after your event.

Image attribution: Journal Register Co.

Good meeting design is cheaper than special effects

Far too much money is spent on meeting glitz at the expense of good meeting design. Seth Godin makes an analogous point in this post…

Good writing is cheaper than special effects

“In movies, that’s obvious. It costs far less to make The Big Lebowski than a Marvel movie.

But the metaphor applies to just about any sort of creative project.

We often err on the side of ‘special effects’. It’s easier to staff it up, to spend the money…

…But the race to spend more and more on special effects…it might be worth more to take the time and invest the effort to design something great instead.”
Seth Godin, Good writing is cheaper than special effects

“There’s no budget”

I’ve noticed over the years that every meeting has a budget for food and beverage (F&B). There’s usually a budget for decor and production—sometimes a big budget. There’s often a budget for a dramatic big-name speaker or two.

If you ask about a budget for event design, stakeholders think you’re talking about decor and drama. But “there’s no budget” for core event design, which is actually about designing great meeting process. Meeting conveners have a blind spot about the importance of meeting process design: what happens for stakeholders at their meeting.

Sadly, stakeholders are so conditioned to traditional ideas of what meetings should be—top-down, predetermined, sage-on-the-stage affairs—that they completely overlook that their meeting isn’t as effective as it could be if what happens is engaging and meets participants’ actual wants and needs.

Furthermore, it turns out that designing good process into your meeting is cheaper than paying for special effects. For the price of a coffee break, you can make an event fundamentally better by significantly improving the realization of its purpose and its impact on participants. Learn how to do this from my books, from the hundreds of articles on this blog, or get in touch!