Wednesday, January 13, 2016
Sunday, November 16, 2014
Systems Thinking and Sustainable Development: 124 Books by Balaton Group Members
We’ve recently put together the Balaton Group Book List of 124 books by Balaton Group Members. If you are interested in systems thinking, systems dynamics, sustainable development and related issues, you might be curious to look at this collection, which includes a wide range of titles from academic books to games books.
There are books by the Balaton Group Founders, from the Limits to Growth series to Thinking in Systems and Groping in the Dark: The First Decade of Global Modeling, among others. These are followed by over 100 titles by other Members (single or collective authorship) such as: Image 2.0: Integrated Modeling of Global Climate Change; Tackling Complexity: A Systemic Approach for Decision Makers; The Local Politics of Global Sustainability; Affluenza: How Overconsumption is Killing Us; Creating Regenerative Cities; What if Money Grew On Trees? Asking the Big Questions about Economics; and many, many more…
Donella and Dennis Meadows – authors of The Limits to Growth – founded the Balaton Group in 1982. The Group has met annually for over three decades on the shores of Lake Balaton to advance the boundaries of research and strategy for sustainable development, using a systems perspective. Collaboration among members has resulted in book projects, over a hundred conferences, new learning centres and NGOs and uncounted computer models, training programmes, planning methods, journal articles, films, videos, policy initiatives, educational games, courses and research projects.
This Book List provides fascinating insight into the Balaton Group Members’ considerable work over the years in these issues. We hope this collection helps others interested in sustainability issues find a wide range of thoughtful work in our field. Feel free to share the Balaton Group Book List page!
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Gillian Martin Mehers
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Labels: Balaton Group, Sustainable Development, Systems Thinking
Wednesday, August 27, 2014
Working with Values and Frames: Practical Lessons for Process Designers and Facilitators
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Gillian Martin Mehers
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Labels: Balaton Group, Communication, Facilitation, Making Meetings Meaningful, Sustainable Development
Friday, August 22, 2014
The Turkish Astronomer, The SDGs and The Balaton Group
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Gillian Martin Mehers
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14:16
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Labels: Balaton Group, Sustainable Development
Tuesday, February 18, 2014
Managing Exceptions: The Resilient Facilitator
This is an occupational reality that I need to remind myself about from time to time related to the work facilitators do. The resulting advice that I give myself may also be pertinent for trainers, event planners and staff members with bosses using "just-in-time" management or a firefighter approach to work.
You are invited to join processes when they are very important.
Leaders, teams and organizations invest in external support and help when the outcomes matter greatly - they need to gather information for the next submission of a critical funding proposal, they are bringing all their dues-paying members together for an annual inspirational meeting, once in every five years the Board meets to do strategic planning, they are trying to develop a historic industry standard through a multi-stakeholder process. These events can be milestones in the sustainability of an organization.
What if you, as a facilitator, have all of these things happening in the same month?
Let's hope that doesn't happen all the time, but it can certainly be the case that you have two or three big projects winding up very close to one another on your own calendar. Each one heating up in the weeks just before - potentially all at the same time.
It is important, as the Facilitator, to put yourself in the host organization's shoes and not be surprised when calls run over (maybe by as much as 1.5 hours), when they really want to see you and not just have a conference call, when they are eager to talk through an idea with you even at 11pm at night or on Sunday morning when they are having their last preparatory team meeting. The event you are helping them with might be THE event of the year for them and they will be putting every ounce of effort into it. And they will make many exceptions to make sure it is absolutely perfect, which is great, and will invite you to make them too.
What can facilitators do to manage these exceptions? 3 things immediately come to mind:
- Build in Resilience: This particularly in the form of time. Don't schedule 15-minute interviews 15 minutes apart, don't take meetings in 2 cities with only as much time as it takes to get between them in between, etc. Things will go over, they will be delayed because of last minute things on the host organization's side, they will be postponed because the programme is not quite developed yet, etc. Building in resilience to take these changes (which may be last-minute-before-the-event for them, but be all the time for you, the facilitator) means keeping space in your schedule and in your head to work with these exceptions.
- Husband your Resources: Try to maintain your routine even amidst these exceptions. Eat properly, exercise and above all SLEEP! Don't wind up going to these very important events with a sleep deficit. This is another way to build in resilience so that too many late nights in a row don't render you less than your usual creative and calm self. I wrote a whole blog post about this: Facilitators: To Your Health!
- Planning, Planning Planning: And of course, this is perhaps the obvious one, but easy to short cut when you might be contacted late in a process, or when organizations are eager to save funds (understandably in the current global financial climate many sustainability organizations are particularly sensitive to this). This might sound counter intuitive, but more time budgeted for planning and preparing your event can easily mean less time needed for last minute fix-its for mission critical meetings. And again, good planning and preparation will build resilience into your system, because with all the known things planned and organized you can be more open to fielding the unexpected whether before or during the event. And unexpected things will happen - expect them! (These can be rather extreme - I was holding an international learning event with 250 people in Moscow when 9/11 happened, we stopped everything and devoted a full day to dialogue to try to understand what was going on in the world from many international perspectives - from this, to a handful of people losing their luggage thus taking out one of your support staff members for a while to deal with that.)
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Gillian Martin Mehers
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Labels: Facilitation, Learning, Sustainable Development, Systems Thinking
Wednesday, September 18, 2013
Learn Something New: Visit a Nuclear Power Station
Today I had a real “You learn something new every day” moment - how often do you get an invitation to visit a nuclear power plant?
This afternoon I joined some Balaton Group friends to take a walk through the Zwentendorf nuclear power plant, located on the shores of the Danube about an hour outside of Vienna.
Our guide, the infinitely knowledgeable Wolfgang Kromp, Professor at the University of Natural Resources and Applied Life Sciences in Vienna and member of the Austrian Nuclear Advisory Board (and also a BG member), is an expert in all things nuclear and this historic plant in particular.
We started our visit with a “marketing video” in the main building. This video was made in the 1980s after the results of a referendum of the Austrian people prevented the newly completed plant from going into production. With a vote in November 1978 of 49.53% YES and 50.47% NO (a difference of under 30,000 votes), the plant which had taken 6 years to build with parts from all over Europe and at a cost of over a billion Euros, would split no atoms.
At that time, in 1978, the plant went into “conservation mode” for 8 years; that is, the workers carefully stored and maintained the machinery, and kept all the engineers on site waiting for a change in policy. But by 1985 it was evident that this would not come. At that point, the company started to sell off parts to various other power stations in Europe to recuperate some of the losses. Interestingly they started to buy parts back in 2005 because they repurposed the building into a nuclear security training center and a museum. Some parts came back, but some didn’t because they had suffered too much damage to be safe.
Our visit then took us over to the plant, where we entered the main entrance and saw where workers would come in and change out of their street clothes into bright yellow underclothes and a yellow or blue jumpsuit uniform, before going into the plant.
When they left for the day they would change out of their uniform (these clothes could never leave the building), wash and take a shower.
After that they had to stand on a scale and put their hands in a monitoring machine which would monitor gamma rays. If they were ok, they could leave and if not, they would suffer the “torture” of a hard body scrub, as Wolfgang put it, that would take off what seemed like layers of skin.
Then they would go up in the elevator to their work stations. This was interesting – nuclear power plants don’t have floors, they have elevations, so you go up to the top at 39.4 meters, and then come down to 35.5, 32.0 etc.
We went up to the top of the plant and walked down to see the different parts of the plant.
At 39.4 meters we saw the upper hall (this is the equivalent of what was destroyed at the Fukushima disaster) and here we could look down into the reactor vessel, which would have been the core of this 700+ megawatt plant.
We saw the (empty) fuel rods as well as the pond for spent fuel rods (water would have filled these ponds to contain the radiation).
In a working plant, the spent fuels rods are moved from the reactor core after four years of use (every year 25% are moved), and taken underwater by crane to the spent fuel pond. Here they would be kept until they could be moved, still underwater, to another pond (this poses a problem as often there is nowhere else to take them). Most of the radiation in the plants is in these ponds. In the below photo these cement cavities would be filled with water – the far pond, accessible through the narrow vertical door between ponds, is where the spend fuel rods would be stored until moved further away.)
Water is used throughout the plant for cooling, containing, condensing. What I learned as well is that nuclear power plants are very inefficient. They only capture about 30% of the energy produced and the other 70% is released into the atmosphere or in heated water. For example, this 700 megawatt power plant would lose another 1400 megawatts into the environment in the form of heated water into the Danube and heat dissipating into the cooling towers and into the atmosphere. Because nuclear power plants are so far from cities, you cannot really capture the waste heat as it is not all that hot (300C compared to 600C in fossil fuel plants) and also costly to move long distances, among other problems.
Here’s the Danube right outside the plant.
As we went down in elevation we saw the top of the containment vessel.
The turbines…
And into the control rod drive room (this is a translation from German and looked very much like a scene from Alien to me).
We finally ended up in the control room, where three different teams of 3 people would take eight hour shifts to keep an eye on what looked to me like a lot of machines that go “ping”. Right out of the 70s.
Overall, it was a rather sobering experience. Everything demanded such precision, such fine tuning, quick reflexes and the ability to look at hundreds of dials and data sets at any moment. How on earth you could not make simple human mistakes in here I cannot imagine.
Zwentendorf as a nuclear power plant was built but never opened as an active plant. Today it takes visitors and students on Fridays and is booked 18 months in advance. You can even take a virtual tour of the plant on the new owner’s website. Along the way it has been the inspiration for many unusual ideas for its use (such as a museum for “senseless technologies”, a children’s adventure land, a modern cemetery with the buried in glass cubes, and a venue for some Hollywood films). Today it is a renewable energy installation with citizen participation (with its 1300 solar panels sold out within a few days), a security training center, and a museum to remind the Austrian people of this decision so many years ago.
What a fascinating visit - with great thanks to Wolfgang and the team at ENV for hosting us!
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Gillian Martin Mehers
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Labels: Learning, Sustainable Development
Sunday, October 28, 2012
How to Be Green and Great: Learning About Business Transformation with a New Simulation Game
Last week I had the great pleasure to play a trial of the new Green & Great Game with Piotr Magnuszewski.
(In case you want to know more about the kind of interesting people who develop useful learning games like this - based on computer models - you can look up Piotr who is a faculty member of the Centre for Systems Solutions, a Senior Associate of the AtKisson Group (as I am), and a Balaton Group Member - a network of systems dynamicists and modellers, systems thinkers and sustainability advocates. )
Green & Great is a new simulation game that helps players explore the "business transition to sustainability". The game can played online or preferably in a room with multiple teams, face-to-face, with computer assistance. Up to 6 teams, with 1-5 members each, can play simultaneously and the game takes around 2 hours to play the five 1-year cycles of company strategy and decision-making.
In the simulation, the teams run consulting companies that are advising businesses working in the energy and finance sector (currently, more sectors are being added). The teams go through the decision making cycle of bidding on projects, hiring people with specific competencies, developing internal projects and making staff assignments (and other HR decisions such as training).
The results of these decisions are reported using the Compass (N=Nature, E=Economy, S= Society, and W=Wellbeing) which gives you progress indicators for your company as well as information on your competitors. Teams also get market information annually, about how the sectors are changing, upcoming legislation, what is being expected by consumers regarding environmental reporting, etc.
Teams run their companies for 5 years, and all the usual things happen: people may quit (but of course you can do something about job satisfaction - training or green benefits anyone?), reputation is important (and again the choices on external and internal projects can affect that - what about that CSR reporting project?), sectors change as certain consumer and government demands around transparency change), companies make money (or don't) based on the decisions they make and the impacts of their projects on those compass points (some projects may not be available to you, as in the real world, if your reputation in that area is below a certain accepted level). There's a lot to manage and monitor, but then that is the nature of successful businesses and including those moving in and around the sustainable development space.
My two hours with the game flew by and I really enjoyed playing Green & Great. I found the game very thought-provoking, complex but not overwhelming, and fun! (Which is one of my top criteria for games!)
I played my company team on my own, which is always going to be easier, as I only had myself to convince for decision-making. Because we were trialing it, we talked quite a lot with Piotr and among the competing teams, which might be less in a real game. I can imagine however playing it with a team and the rich conversations which would surround our choices about what kind of projects to take, how to build up a committed workforce, to take our sustainability values seriously and still make a good income. I was delighted that I ended up with high scores around Nature, Society and Wellbeing and towards the top for Economy (not the highest, but a satisfying result - we didn't go broke keeping our other three compass indicators high - not even close!)
The game is great for consulting company teams, or for businesses who are working towards and trading in the sustainable development field. It is also an excellent way for people in the NGO or public sector to learn more about their private sector partners and the environment in which they are working. The game gives good opportunities for insight into how business is transforming and can help enrich the dialogue with business that you find in public-private partnerships.
It's available now to play, and you can either play it with your own teams internally, with mixed sector teams if you have a joint project, or if you are a game administrator/facilitator/trainer you can play the game with your clients. They are continuing to enhance Green&Great and are happy to have feedback (which I was also happy to give - it is nice when a game is constantly evolving.)
Curious? If you want to try it out for yourself you can sign up for a demo and free trial on the website: Green & Great
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Gillian Martin Mehers
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Labels: Change Processes, Facilitation, Games, Sustainable Development
Wednesday, April 18, 2012
How Much for My Garden Gnome? How Stories Make Objects Significant
I won this gnome two years ago, a prize selected by my cousin who was organizing our annual Ohio family reunion. It was the gift for the family member who had travelled the furthest, and as I had come from central Europe, I easily won this award, and she knew I would. She had picked this piece of tchotchke for both me and for herself; our sensibilities were similar, and this Travelocity gnome reminded us of how far we had gone from our own farmtowns in the Midwest. She herself had lived in the UK for many years and had often contended for this title, and today...
If someone saw this gnome in a second hand shop, it would be no more than a piece of useless plastic, probably not weather proof so not even a garden variety gnome. However, with a story its value changes. But don't take my word for it.
I was fascinated recently by a Studio 360 piece called In Search of Significant Objects, which told of a social and anthropological project which "demonstrated that the effect of narrative on any given object's subjective value can be measured objectively". That is, that an object had more value when there was a story attached to it.
I have seen this myself at a recent house moving "giveaway" party, where a friend of mine was downsizing to a smaller apartment and laid out all the things, clothes, vases, belts, shoes and assorted stuff that she needed to give away. She invited a dozen or so friends and colleagues over to take things away. Initially some of the best things went; however, an enormous pile of objects was left until she started to pick things up one at a time and enthrall us all with their origins, with stories of travels to hard to reach places, special gifts from visiting dignitaries, traditional dresses worn at historic events, and made in secret moments of important meetings by the personal tailors of powerful people. Almost everything went, and with each item, the story of its origin and provenance which was now complemented by the new owner's own story of where she acquired it, from a remarkable woman who had already lived 40 lives.
The Significant Objects project proved this too. Rob Walker and Joshua Glenn conducted the experiment by buying unwanted objects at thrift stores, for an average of US$1.25 a piece, then invited writers to create new backstories for each object and then sold them all on Ebay, for over US$8000. You can see some of the objects - from candle holder, Fred Flintstone Pez dispenser, craft doll, to a jar of marbles - and read the stories on the Significant Objects website. ( An odd and somehow beautiful little story about the jar of marbles that gives the artifact a completely different meaning increased its value for a new owner from $1 to $50 dollars.)
I am curious about these findings in terms of what they can bring to learning and my work, I am not quite sure yet. Will people find knowledge and information, or your work or ideas more valuable when there is a good story behind them? I guess the best speakers know that. Will people value and remember the things we give them (both physical and conceptual) when we join their well-crafted origin stories to them? If we stopped and thought about our own stuff and stories, would we throw away less/buy less meaningless stuff?
I'm not sure how much I would get for my garden gnome, but now, remembering its story, I want to keep it.
Posted by
Gillian Martin Mehers
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10:34
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Labels: Learning, Storytelling, Sustainable Development
Friday, April 13, 2012
For Fans of FishBanks: The Renewable Resources Management Computer Simulation Game
For those of you who are fans of the FishBanks game, originally developed by Dennis Meadows, there is a new online version that has been created by Dennis and John Sterman at MIT. In this free online version you can play as an individual or part of a class. It can be accessed here: FishBanks Online Version.
I recently ran it twice (in French no less) using the Board game version (in the photo above) and it remains one of my favorite games to play that provides profound lessons about common pool renewable resources management, using systems thinking, growth against limits, and collaboration vs competition.
If you want the Board Game version (which comes with software for your laptop, instructions and all the role descriptions and pieces), you can access it here: FishBanks Board Game Version.
This second link tells you more about the game, how to use it and what kind of learning objectives it reaches, as well as how to order it.
Let's go fishing (sustainably)!
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Gillian Martin Mehers
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01:43
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Labels: Games, Sustainable Development, Systems Thinking
Thursday, November 10, 2011
Sustainable Development - The Words on the Lips of Experts
I took pages and pages of notes this year (the 30th meeting, on the shores of Lake Balaton), and when I looked back at these notes just now I asked myself where the weight of the discussion lay - the models, the math, the crises, the peaks, the systems? When I put all my notes into a wordle, the above popped out. I think it speaks for itself...
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Gillian Martin Mehers
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Labels: Balaton Group, Sustainable Development
Wednesday, September 14, 2011
Learning in a Living Library
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Gillian Martin Mehers
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01:22
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Labels: Balaton Group, Networked Knowledge, Networking, Sustainable Development
Sunday, May 29, 2011
TEDx Tokyo: Let Junko Edahiro Welcome You to the "De" Generation
Watch this 8 minute video taken at the recent TEDx Tokyo which features Junko Edahiro, Chief Executive of Japan for Sustainability, answering the question about what motivates young people today. She introduces 3 "De's" - trends which she observes to be forming a big part of the value set of young adults today (much to the consternation of their elders).
- De - ownership (from owning things to sharing things),
- De-materialisation of happiness (from happiness in buying things to person-to-person/nature),
- De-materialisation of life (happiness in our own lives without the lure of the monetary economy),
For the latter she talks about young people who are half farmer/half something else (musician, NGO leader, etc.). These people combine growing their own subsistence food needs with their mission-driven work - instead of investing all their time climbing a company ladder, climbing a ladder to pick apples instead. Junko talks about Japan, can these same trends be spotted elsewhere in the world?
Junko provides thoughtful examples, challenges us all to think about our own possibilities to "De" our life, and welcomes us to the Era of "De"!
(Note from me: Junko is a terrific speaker, fellow Balaton Group Member, and friend and I am delighted to see TEDx and Junko connecting their considerable talents in this way.)
Posted by
Gillian Martin Mehers
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13:34
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Labels: Storytelling, Sustainable Development, TEDx
Thursday, January 13, 2011
Half! A Simple Way to Make Life Better
My good friend Alan AtKisson, sustainability author, speaker and ideas engineer extraordinaire has written with his partner Kristina AtKisson this lovely little book called Half! A Simple Way to Make Life Better. You can "watch" the book on YouTube as Alan reads through it with you. It's hand-drawn immediacy and the easy pacing make it light and yet thoughtful as you imagine all the ways you can half-size your life and double your benefits.
The website associated can be found at: http://www.choosehalf.net/ .
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Gillian Martin Mehers
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Labels: Sustainable Development
Wednesday, September 15, 2010
Live from the Balaton Group Meeting in Iceland
We also had 2 brave Pecha Kuchists on the topic: Laszlo Pinter, formerly of International Institute for Sustainable Development and now at Central European University on gathering agri-environmental evidence through an indicator process with OECD. Andrea Bassi from the Millennium Institute was the second, speaking about the agricultural aspects of UNEP's Green Economy Initiative.
We are currently in discussion and some very interesting ideas have come up, particularly sparked by a presentation about soil by University of Iceland Professor Vala Ragnarsdottir. She noted that currently soil erosion is 100 times faster than soil formation - and suggested that soil is a finite resource.
A systems map showed that the interactions of soil, people and food depend also on oil and mining (phosphorous). When these resources are gone/limited, what can soils deliver themselves and what can they recycle?
This brought up a few observations, such as the notion of "Peak Food", mentioned by Alan AtKisson, which sent shivers down our spines.
Our Thai Balaton Group member, Professor Chirapol Sintunawa, noted that Iceland is importing topsoil from around the world every day (through importing food from countries such as his). This took us into a discussion of the notion of "embedded soil" (as opposed to, or in addition to, embedded or embodied energy in the lifecycle of goods). Could this be a new part of the accounting methodology that helps people make decisions around use of goods?
Oh, the Balaton Group - an annual opportunity to disrupt our paradigms and challenge our mindsets, and be with old friends who feel the same way.
Posted by
Gillian Martin Mehers
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14:59
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Labels: Balaton Group, Sustainable Development, Systems Thinking
Saturday, July 24, 2010
New Systems Thinking Game: The Flash Mob Game
I just finished co-facilitating a week-long leadership training course with LEAD's Edward Kellow. Systems Thinking was one of the cross-cutting skills components, which started with an introduction on Day 1 (introduction and drawing Behaviour Over Time Graphs), and then on Day 2 we got into reading and drawing Causal Loop Diagrams. Both were entirely based on a case study which we would be exploring and visiting later that week - in this case the London 2012 Olympics and its sustainability legacy (See Towards a One Planet Olympics). I had introduced systems thinking in the previous year's LEAD programme - See a previous blog post about: How to Go From 120 PPt slides to 2! I think this year's approach to spread it throughout the week's curriculum was even better. ) This game helped us pick it up even at the very end.
We had worked throughout the week in so many different groups and constellations, from Digital Pairs (everyone was given an unknown partner before the workshop to introduce to the group the first night solely from online research into their Digital Identity), to Learning Trios, Presentation Groups, Daily News Groups and LEAD Associate Project Groups. To tie this together with systems thinking, to make visible these interconnections and to celebrate this work, I designed a new game for the closing, called the Flash Mob Game.
We had played the Systems Thinking Playbook Triangles Game earlier in the week (where people stand equi-distant between two people who act as their reference points), and had explored how to spot systems around us, and to harness their inherent energies to help us meet our goals. So rhis new game was designed to play at the end to pick up those points, and to let people "close" the meeting in a fun way. Here is how the game goes:
Flash Mob Game
About this Game:
This game is perfect at the end of a longer workshop, or at least one that has given participants an opportunity to work in a number of different kinds of groups. It is an interesting way to make visible the invisible connections that people have made over the course of the workshop. It also shows how something that from the outside seems chaotic, actually has a number of complex inter-relationships that only become obvious when needed, and over time (at least over the time of this game). Like a Flash Mob, the minute before and the minute after their inter-relationship becomes apparent, this seems like a normal crowd of unconnected and unrelated people.
Time Needed:
10-12 minutes
Space Needed:
An open space big enough for people to walk around in without bumping into things (can be inside or outside, we went outside).
Number of People:
From 15 to 50.
Equipment and Materials:
A bell or whistle (I prefer the softer sound of the bell).
Steps of Play:
- Ask participants to move to the open area to brief the game.
- Briefing: Tell people that they will be walking around on their own in the open area, and periodically stopping on your signal. They can walk anywhere they want and should keep moving without bumping into anyone (or anything!) While they are walking they should remain silent. Upon your signal (bell or whistle), they will stop, listen, and follow your instructions. When they hear the bell, they will start walking silently again.
- Ring your bell and ask people to start walking.
- Let them walk around for a minute, gently remind them not to speak if needed. Watch the group, this random milling around is somehow very beautiful.
- After a minute, ring the bell, and say the following, "Please go find your Digital Partner (pick a group in which they worked that week), say 'Goodbye' and tell them how much you enjoyed working with them this week."
- All of a sudden people will go from a random place into a small group and start to talk. Give them a minute to say their goodbyes and a few words, and then ring the bell again. At this point they melt back into a meandering crowd, and start to walk again. Again wait a minute, and then ring your bell. This time say, " Please go find your Learning Trio (or Presentation Group, or Daily News Group), say 'Goodbye' and tell them how much you enjoyed working with them this week."
- I use the chronology of the workshop to call the groups, it just so happened that they started as Pairs, went to Trios, and then larger and larger groups. For the final group, I asked people to find their LEAD Associate Project Group, which was a newly formed group that would last for the duration of the 3-module programme. This time I told them to, "Find your LAP Group, say 'Goodbye for now' and tell them how much you are looking forward to working with them in the future". Note: If you do not have any group or activity that continues after your workshop, you could say "Find all your fellow workshop participants, say 'Goodbye for now' and tell them how much you are looking forward to keeping in touch with them in the future".
- After the final Goodbye, ring the bell and let the crowd start to walk again. After a few seconds, end the game and stop for a few words of debriefing.
- Debriefing: If this is at the end of the workshop, you might use it to reinforce some of the systems messages with a statement or observation about how if people outside could see the crowd walking they would never know what kind of interconnections there were in this group, what they have done and what they can do together. If it is earlier in the programme you can ask people to notice the different action at different time frames (random movement and purposeful groups). It is interesting to see how what might look like a number of interconnected people (things, ideas, etc.) might actually be connected in surprising, and potentially useful ways which you can understand if you observe the system carefully over time.
You could probably adapt this game to a mid-session time frame, or earlier in the workshop if you can identify different interconnections and inter-relationships between people and are sure that they are also aware of them. For example after introductions on Day 1, you could call it the Hello Flash Mob and ask people to find others who work in their sector, who come from the same country/town, etc. and say 'Hello' and tell them how nice it is to meet them. This would also help visualise a "crowd" self-organise and then melt into a crowd again. At the end of this version, you could ask them to find the people who are happy to be here, say 'Hello" and tell them how much you are looking forward to working together this week/day/etc. I would still end with a bell and letting them walk away again. Then stop and debrief the game (as above).
Make sure you test it yourself, we just played it for the first time yesterday (and it worked beautifully)!
Just for fun, here are some of my favorite Flash Mob Videos: Central Station Antwerp, Grand Central Station New York
and Liverpool Street Station in London:
Posted by
Gillian Martin Mehers
at
22:02
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Labels: Games, Networked Knowledge, Sustainable Development, Systems Thinking
Saturday, July 03, 2010
Learning from Best Practice: What Can You Do With That?
(Note from me: This (rather long) post was inspired by my partner in this exercise who challenged me to try to blog about our own process reflections. It seemed congruent to frame it as a "How To" - so this is my learning about learning!)
In many project documents and programme concept notes you see mention of building on or using learning from best practice. But how exactly do you go about collecting this, and in what form can you use it?
Identifying Patterns
We recently finished a 6-month learning exercise at a large international NGO which explored this issue. It focused on learning from a number of experiences in the last 10 years in a newly developing area of partnership work for the organization - providing independent advice for businesses on biodiversity conservation in their operations. The HQ programme manager saw some patterns developing that she thought would be interesting to capture, organize and make available for other colleagues around the world who were interested in adding this kind of work to their portfolio of projects.
We were also curious to see if there was a way to describe some of the common components of the processes that were being used as models that made them more easily transferable. And we wanted to learn from the Project Managers living and breathing these experiences about what worked and what they might change, if they did this again, in the different stages of their process. These included areas like governance, communication, contracting, etc.
Don't Shelve It! (Why to Collect It in the First Place)
In this case, there were several reasons for collecting best practices:
- To help understand more about staff member's work in this new field and to make it visible;
- To provide Project Managers doing this innovative work with an opportunity to reflect on their process and what they are learning, and to document this;
- To provide interested staff members with some basic "how to'" information, as well as to connect them with a set of experienced colleagues to whom they can go for advice;
- To develop a set of models - in the form of diagrams, generic steps, and actionable insights - that help to lightly organize the experiences (which developed organically in many cases). These model descriptions can help staff and potential partners more strategically choose from amongst them when a collaboration opportunity arises, and also help this new practice be more effectively communicated internally and externally.
Do It in Steps: How We Collected Best Practice
A. What Makes for Best Practice? Identifying the Cases
One of the first steps in the exercise was to identify the cases that would become a part of the learning and analysis. We found that we did not need to worry about how to categorise "best" cases (by anyone's subjective standard) as in every case Project Managers could pick out aspects that were working very well, and could also always pinpoint things that could usefully change or had changed for various reasons. Good practice was a better frame as it exhibited itself in every case we analysed, whether in setting up the project Advisory Board, how stakeholders were integrated, developing strategic reporting time lines, or using formal team building. Each Project Manager had innovated in interesting ways, and also had naturally come up against challenges. In some cases, they had effectively solved them for each other, but prior to this exercise no format existed to capture and exchange on these items.
We started with 10 cases and ended up using 7 of them for various reasons. We tried to get a variety of experiences from different parts of the world that were well established (i.e. had been going for some years, or were nearly completed) and for the most part well-documented. Each however had something in common, they worked with a new business partner with a specific goal of providing independent advice for biodiversity conservation.
B. Creating an Opportunity for Reflection: Gathering Information
For each case, although for most cases there was lots of descriptive documentation on the web, it often did not include process information. It was mostly framed as reporting details and quantitative data. We did use that as background, but our main input was conversation based, using Appreciative Inquiry stems for questions (e.g. focusing on what is working). So Skype or face-to-face interviews with the Project Managers and, in many cases, other delivery team members external to the organization, were built centrally into the process. We focused in the interviews on what people thought worked very well and what could be different to make the experience even more successful. Creating an opportunity for reflection, we asked about learning along the different stages of the process, from preparation/set up through delivery, to reporting. And, because this was a newer area of work for an well-established organization, we explored perceptions of risk. We specifically asked for Tips for future project managers who might be running a similar exercise, and on the qualities that Project Managers needed to have make the project successful.
C. What's Bubbling Up to the Surface? Developing the Model
It was only after all the cases had been written up, that we could step back and try to understand what some of the commonalities might produce in the form of a generic model or structure. In the stories of the Project Managers there were definitely repeating elements, process steps, even challenges. Some features were shared across all the cases, for example, all had some similarities in sequencing of process steps, all had a governance component - an external Panel or Steering Board that helped the advice given be truly independent, all were set up with some form of formal agreement between two organizations even if a larger number were involved. Across these common elements much good practice was exhibited.
Other things in the cases were clearly different, and what became apparent as we looked deeper, was a framework model that included the goal of the process, especially the depth of outcome desired - was the change on which the project focused a remedial action (e.g. trying to fix something in a specific location like a lake, harbour or protected area?) Or was it aimed at much broader social change? This was linked to the level of intervention - a field operation, a company, sector, supply chain or society. Each of these in turn had an optimal level of stakeholder involvement. We plotted the categories of projects and the individual cases along these lines to see what we would get.
What this analysis produced was a useful tool, a diagram, which collected the different kinds of experiences in one place, based on their key features. It effectively organized the diverse experiences in a visually interesting way and could be used as an aid to guide an exploratory discussion with new staff member or with a potential business counterpart.
D. Pulling it All Together: Producing the Best Practices Product
The "How To" Learning document was an exercise in synthesis. Although we had collected a binder full of data, and held hours of interviews, the result had to be a crystallisation of the learning. In the end, the main body of the document was 22 pages of text with diagrams which included an overview of the main categories we identified, each with a set of steps for implementation, tips for setting up and managing the processes, communication lessons, and a discussion of potential risks and management options. It was in the Conclusions section that we introduced the model that situated all the experiences into relationship with one another based on the features mentioned above (depth of outcome desired, stakeholder involvement, and scope of intervention). The case studies and resource documents were alphabetised in the Annex, along with a matrix snapshot of the cases in terms of their exact cost, time frame, managers, and level of public disclosure. The cases studies were also referenced throughout the document in the form of a three letter code, set up as a key at the beginning, so that for any tip or process step, readers could refer back to a real example in one of the case studies.
A Challenge We Faced in Developing Best Practice Advice
Even though the framework model was a key intellectual input into the learning exercise, we chose to put it in the Conclusion. This decision was based on what we found as one of our key challenges in this overall best practices process.
Innovation in organizations can happen in many different ways. A new idea or practice can be developed centrally and then tested in different locations/conditions to see how it works. The lessons can be gathered and analysed. This more top-down process exhibits a certain amount of standardisation at the onset, although different contexts will see practice gradually diverge from the first model. Another way, however, is more bottom-up. Some internal or external opening or trigger (policy change, global change, etc.) sparks new practices start to occur organically in different places and these experiences start cropping up in parallel to one another with very little horizontal interaction. They each understandably develop their own vocabulary, labels, and a proliferation of process peculiarities. If at this point you decide to undertake a learning or best practices process that includes some sort of meta-model development - which need a certain level of harmonisation of labels and a set of common concepts - then you might find this a little more challenging. You can still find incredibly useful best practices, and will get to be creative about the categorization and labelling of these.
In the end, each case we explored was indeed unique, and at the same time, their goals were very compatible, which made for a rich value-adding exercise to look across them and understand what makes for best practices, so that they can be shared, communicated, and used for continual improvement through learning in the future.
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Gillian Martin Mehers
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11:12
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Labels: Communication, Informal Learning, Learning, Productivity, Reflection, Sustainable Development
Sunday, May 30, 2010
Remember, the Nearest Exit May Be Behind You - Learning About Safety from the Private Sector
Before I started a workshop recently, I checked both of the Fire Exit doors to make sure they were not locked (believe me, it happens). I also roamed around outside the workshop room to find the fire extinguisher, which I knew was there somewhere (under a table - in plain sight if you are 1 meter tall or less). I also checked with the building maintenance team to see where the rally points were in case of evacuation.
These are things I do regularly now when I work in a new venue, and check again in familiar ones. Then I'll start my facilitation work with a group by reminding them of these safety features, often before we get to the objectives of our day. Sometimes I format this information as quiz questions, to keep it light yet still draw their attention to it - it's amazing how many people don't remember these features in their own buildings. (I'll admit that I didn't either!)
This practice is drawn directly from my work with companies. In the past few years I've worked more and more with large private sector groups, many representing heavy industry, in and around their own buildings. Many businesses will start their meetings with a reminder of this information. In some cases they might do something more substantial called "Safety Shares", or "Health and Safety Shares." I even worked in one company HQ that asked visitors to watch a video about building safety in the reception area before they were able to enter the work space for our meeting (where they then still got the Health and Safety Share).
The Health and Safety Shares that I saw were interesting in that they provided opportunities to show statistics about some aspect of safety in the company or in the country/region where it is located. For example, in one workshop a company participant lead the Health and Safety Share with statistics on how many people have accidents from falling down staircases (one UK report stated that 28,602 people were hospitalised for falling down stairs in 2007-2008). This statistic supported the company's stringent rule (signs everywhere) for holding handrails on the staircases in all the buildings and installations - an earnest rule that sometimes made visitors smile.
In that particular workshop, which was cross-sectoral and focused on sustainability, we brought in the "E" of "HS&E" which is now what many companies have renamed their Health and Safety departments (Health, Safety & Environment). After the staircase information another participant added some statistics about how many plastic bottles are being used, to sensitise people people about waste (15 million plastics bottles are used each day in the UK!) This was presented by one of the NGO participants as the "Environment" part of the "HS&E Share" and framed as a way to help society "hold the earth's handrail." It was both clever and profound as a way to interpret HS&E in today's corporate social responsibility environment.
These Shares might also be complemented by inputs from the participants on things that they see on their way to work - safety infractions or good practice - as a way to bring the messages into their daily life, rather than just norms that are followed at work. All in all, this kind of HS&E share took about 10 minutes before the workshop (we even started a little early to take this into account), and was an interesting and thoughtful way to bring both the practical personal safety aspect into the room (including how to get out of it, fast!), as well as to position the workshop discussion in a much wider social context.
If you look around you right now, do you know where the emergency exit is? A fire extinguisher? Your local recycling station?
Posted by
Gillian Martin Mehers
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08:53
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Labels: Culture, Facilitation, Sustainable Development









