"They Threw Out My Exercise!"

All week I have been working with a mixed Private Sector/ Not-for-Profit group (the latter from one conservation organization) in a joint learning exercise about partnerships between these two different sectors. It was structured in an interesting way, the first two days were internal to the conservation organization, with headquarters staff joined with their regional and national office counterparts. The third day invited a wide range of interesting and interested multi-nationals, and the final day featured a more intimate meeting between those private sector partners with a more formalised relationship with the NGO, and the relationship managers from both organizations.

This was a marathon meeting for some, and almost more so because of the highly interactive nature of it – no sitting and vegging out during hours of plenary presentations. At the same time, this intense interactivity in a workshop - working in pairs, individual reflection with Job Aids, trio Peer Consult walks, Learning Cafes, Graffiti Boards, Carousel discussions – all has accelerating affects on the group development process. And if you succeed and get far enough in developing trust, open communication and comfort around authenticity in the group, what that often means is that at one point in the agenda, the group kicks out one of the exercises. I’ve seen it happen over and over again.

That happened in our meeting, and while my counterpart (who had picked that session to facilitate) was a little distressed by this, I saw it as a strong indicator of success.

How can it be successful if a group decides to not play along with an exercise, but instead tells you that this is not the right question or activity, and proposes another one? That sounds scary from a facilitator’s point of view, and this might sound counter-intuitive: if you are a good facilitator you need to be ready for that.

When a group kicks out a session, it can be a sign that the group, the network or team that you are building, is making its own decisions. It knows where it needs to go, and is comfortable enough with the relationship they are building together, and with the facilitator, to articulate that (in the nicest possible way as we experienced). The group exerts its independence and drives the conversation in another direction. Potentially this new direction involves the Elephant-in-the-Room question - that might have been perceived to be uncomfortable or unsafe early on in the relationship building process - and for which resolution is critical to overall long-term success.

For the facilitator, the right reaction, like in good improv theatre, is to say “Yes!” and go with it. Seeing a decline in dependence on the facilitator at the end of a workshop is always a good thing, and can even be built into the agenda, as the group will continue on its own afterwards, and manage its own processes. So it is an excellent thing if this independence can occur and be practiced in the safe, face-to-face environment of the workshop.

So if a group throws out your exercise, think about it, it might be a sign of a job well done!

Embedded Learning and Making the Bed

Last night I participated in an excellent webinar run by Chief Learning Officer Magazine called "Metrics of the Modern CLO: Measuring Formal and Informal Learning".

(CLO offers a great series of free learning webinars, by the way, see the archived version of this webinar here.)

The speaker was Josh Bersin, and he spoke about three kinds of workplace informal learning and how to measure them:

1) On-Demand Learning
2) Social Learning, and
3) Embedded Learning

He said businesses report that informal learning gives the greatest business value, with 72% of learning coming from on-the-job experience (stretch assigments, etc); on-the-job mentoring/projects/rotations; and coaching and peer learning. Only some 28% comes from formal training. He noted that informal learning was not fad, it was an evolution in workplace learning. Yet only 1/3 of organizations have learning and development programmes that reflect future talent needs (and that is in the private sector, I wonder what the percentage is in the other sectors - higher? lower?)

This morning I woke up thinking about the third kind of informal learning. I am not used to seeing or hearing the words "embedded learning" and I needed a way to remember this, and here is the learning anecdote I came up with.

Embedded Learning is the invisible learning on the job, feedback from managers, performance support from mentors and peers, and so on. It helps you on the job to learn as you go, in the context of your working community, rather than noticing something you need to learn and then going out to search for it yourself (this is on-demand learning).

From June I started working from home. So that is my workplace, and at the moment I work primarily alone. Of course I have many virtual partners, and occasionally meetings in my home office. However, one person I do see weekly during my working day is the nice lady who comes in to help for a few hours. She just started just over a month ago, and we already appreciate her as a masterful mentor in her approach to family order.

The first week she was here, the house was a jumble, and when she left the house was perfect. Everything that had been out on any flat surface was gone. Some things are still not found (library book, football socks, telephone list). The second week, it happened again. The third week, again, although slightly less was exposed. After a few weeks I noticed that just a few days prior to her arrival, things started to get put away. Now, the day before she arrives, everyone reminds one another of her imminent arrival. And like magic, order gets restored even before she comes. She set us on this learning pathway and it is working through embedded learning.

This woman is a household manager and she is clearly giving us feedback. When she doesn't like where something is, she shows us what she wants by putting it where it belongs (in her estimation). She models the kind of (workplace in my case) environment she wants us to maintain. It's happening over time, and she is helping us make the change ourselves. This is embedded learning. There is no job aid or checklist on how to maintain this productive learning/working environment (on-demand learning) or no wiki where we are writing down where we are putting things (social learning). Although both of these kinds of learning might also be useful in the future.

Today when my husband left the house he reminded me very seriously that it was Friday (implicitly, anything you don't want to disappear needs to be moved now) - and this from someone who has not traditionally noticed anything below 1 meter. The mere mention of her name and my 8-year old is scouring his bedroom floor for precious items. This order mentor and household coach has been like magic. She has embedded new practices at the smallest unit of organization, although not through formal training, or setting formal systems into place. If she stays long enough, dare I say, this might be permanent; and eventually she could leave quietly and move to another family, like Mary Poppins, her work done.

Once you start to think about it, you might notice embedded learning in other places around you. Today's high turnover in organizations might provide an opportunity for embedded-learning spotting. In a workplace where someone has moved on, you might notice habits and practices that have changed as a result of someone's influence, coaching, modelling, mentoring. That is, if they happened to be in tune with embedding learning, overtly or not (I am not sure the nice lady in my house is actively thinking about her household learning programme, although I may be wrong about that.) Not everyone operates that way of course.

How you get people to operate like that is one of the keys to a learning organization. Then people can move in and out, and the learning is embedded, it stays and just keeps building and growing.

Even if it is not the original person, with successful embedded learning, someone keeps making the bed.

Motivating the returning new mother in her first days back to work

Some top tips for managers from my first day:

• Invite her to a ‘welcome back’ one-to-one meeting with you and brief her on key ‘must know’ information before she delves into the delighting deluge that is her inbox

• Present her with prioritized objectives and actions to get stuck into… things that you just can’t wait to get her tackling with her unique and much missed talents! (No mother wants to leave her child to be at work twiddling her thumbs.)

• And offer chocolates, biscuits, balloons and beaming smiles (helping her realize that there is still a heart beating in her chest even if it feels like she left it in the crèche)

What tips do you have for the powers that be… and me?

Create a Facilitator Role for Your Conference Calls and Webinars

Last week I was asked to facilitate a conference call. Sound odd?

Well, originally it was supposed to be a face-to-face meeting on sustainability reporting for a high-level company review panel. In its first iteration it had two people conferencing in from distant time zones. That meant we had to design activities that the participants physically present could do, as well as meaningfully engage the people who were virtual. We created a design and it seemed like it would work, using in part the interactivity of an internal webinar platform. However, before the meeting occurred, the format changed again.

For financial reasons, for time reasons, and for environmental reasons, the organizers decided to hold the meeting entirely virtually, and yet, they still wanted interactivity and a facilitator. Why a facilitator for something that would end up as a modified conference call? Surely someone from the team could convene the call and walk the group through the agenda? It turned out to be a good idea to have a facilitator. Here is what we learned...

First, having someone facilitating the call helped the team hosting it to concentrate entirely on what people were saying (the content), rather than focus on process -and I can tell you that it is hard to do both for a virtual event. In the end, we decided on a blended format - we used a webinar platform to show a Powerpoint slide set which we could control in our HQ office. Then we added a phone-based conference call so that we could talk to one another, as we went through the slides. So my facilitation included managing the telephone (calling on people, mute button, helping people come in and out, getting technical advice), as well as paying attention to the webinar slide show questions and the transitions (thankfully I had someone else changing slides, I just called them and facilitated their content.) I was surrounded by technology, and still it took just a few minutes to get used to it so it would run smoothly. (Note: We did a thorough test of the system a week before the event.)

Second, having a facilitator also meant that another layer of structure could be incorporated into the virtual meeting and there would be someone there to handle that extra complexity. Rather than asking the question to the group and then opening for comments -thus having people jump in at the same time and potentially speak over top one another (the case in both conference calls and in meeting rooms), I managed the inputs by having a list of participants beside me and calling on people by name. I varied the order so it wouldn't get too monotonous, and each person got the chance to comment on each question without fail, or say "Pass". And I could go back to people if someone built on their answer in a way that might change their comment. This way there was no stress on the part of participants about how and when to jump into a conversation, as it is in open conference calls, and no fear of interrupting people. We set some norms at the beginning around brevity and conciseness and people seemed to be happy to support these. Because they were called by name each time, they always knew who was saying what.

Third, we added another interesting facilitating feature of this virtual meeting. We took the decision to send out the slide set in advance, and to design it as a job aid. Instead of just descriptive information, we used the slide format and made it more instructional, guiding participants through the agenda. We included the various questions for discussion and formatted them into something that could be used as a preparatory worksheet for participants with places to fill in answers, and visuals (matrices, scales) to capture responses to different questions. For example, one question included a continuum, which we put on a slide, numbered the options along the continuum (1 to 5), and asked people to place themselves along it in advance with a cross. When we got to the call, we showed the continuum on the webinar and asked people to tell us where they were using the numbers as a guide for precision puroses. We collected these orally and made an aggregated visual continuum for the group and report.

Having the slide set also meant that the few people who for some reason (firewall, etc) could not access the webinar, could follow along on their printed slideset, using the page numbers. Because it was a worksheet, everyone had been able to think about their answers to the questions in advance and have a place to record them for use during our call. We got brief, considered responses and the participants got a practical way to prepare. Because people knew they would be asked each question they could hold their comments/questions and elaborate on their previous answers in the next question.

On final reflection, we are not sure that a face-to-face meeting would have produced very different results. Certainly it would have taken more time for a number of reasons. We probably wouldn't have sent through a worksheet in advance with the exact questions, and as a result, people might not have prepared as much. Also the quick feedback (supportive/opposition) and the spontaneity of facilitated face-to-face meetings might have encouraged people to speak longer as they took the cue from the group to define their points of view as well as their role/value in the group. Our virtual meeting took exactly 2 hours, and I think it would have been twice that at least for F2F meeting. And we still had good interaction, with people listening to each other (that might also have been because I was calling on them in different order, so as to not miss your turn you had to pay attention and not just lurk and do your email in the background- although I didn't do that on purpose!)

Conference calls and webinars are getting more and more popular for the reasons cited here. Consider establishing a facilitator role, and some facilitation structure to help your meeting be te most productive learning environment possible.

Who Wants to Be A...Converting Game Shows to Workshop Learning Games

For an event that combines product designers, technology experts and policy makers, you want to move into as many innovative "integrative" spaces as possible. That takes buy-in from all parties, as well as lots of courage!

On Tuesday, the second day of a 2-day international conference on sustainable products and services in Essen, Germany, we took the familiar format of "Who Wants to Be A Millionaire" and converted it into "Who Wants to Be a Sustillionaire" (credit to the CSCP team for the title!) We used this modified format to do something interesting and new for plenary reporting on a series of 5 parallel workshops, in which 200 people from 29 countries took a set of project ideas to their next stage of development.

Many conferences have a combination of plenary sessions and parallel workshops as a part of their design. The challenge is how to bring in the learning and outcomes from the parallel work back to the whole group in a way that is not a boring sequential set of oral reports from the workshop organizers.

It's an interesting decision about whether to do plenary report-backs at all. Really large conferences don't bother. Medium-sized ones with community-building goals, often try. And it is a challenge for organizers and facilitators to do this in a way that is engaging and not sleep-inducing (heaven forbid adding into the mix the after lunch snooze-time zone.)

One compelling reason to do after-workshop reporting, is that it ups the stakes in terms of quality outcomes. If you need to report back to 200 people what you accomplished during your 2 hour session, you put some extra effort into it and want it to be good. Another pro is that it promotes more authenticity in reporting, as you have your whole group of 40 or so participants in the room witnessing and hopefully validating your description of what came out of the event.

So there are some good arguments around why to try to bring some of the flavour and learning from parallel sessions into a plenary setting. We decided to do it.

So back to our game session, "Who Wants to Be A Sustillionaire". We thought it would be interesting to get each of the Project Incubators (the titles of our parallel workshops) to give us two questions, in the familiar multiple-choice format of the game show. We would combine them all into one game round which would be delivered by Powerpoint in the plenary after the conclusion of the parallel sessions.

On each slide we had the question, and then an A, B or C choice. The next slide had the same question with the right answer highlighted. There were 10 questions. Each question was asked to the audience by the game host (in this case it was me), and their answers were collected in different ways. After some of the questions (at least one per workshop) I asked someone from that particular Project Incubator, either an organizer or participant, to tell us a little more about the question's answer and in doing so some of the results of their workshop.

It was ambitious, we got some laughs, and good humoured responses. In retrospect, I would do it again. Here are some of the things I learned about the conversion process, converting the game show format to the learning format, that I would consider next time:

What I liked:

1. I could administer the game from the audience, I had a lapel mike and walked through the audience as I asked the questions which were shown on the big screen at the front of the plenary. I also had a hand mike, so I could either ask the group to respond, or I could ask individuals the questions. It made it more spontaneous.
   
2. The quiz was at the end of the conference, so I knew many people by that point, and when I needed to pick an individual to answer a question, I knew who might be happy to answer a queston in front of a group of 200 people, and who might add a little extra humour to their answer.


3. I thought 10 questions was about right, I would not have wanted more (perhaps a few less, but generally, the 10 questions went pretty quickly).


4. I thought it worked well to collect the answers in different ways. For some I asked the audience to stand if they thought it was A, B or C; or asked them to raise their hands; or ask individuals. I could also lightly play on the ask the audience, phone a friend etc. (although no one took me up on the latter). I couldn't easily use 50:50 as we always had 4 answers.

What I would try or do differently next time:

1. I would number the questions (1 to 10), so as the game host, I could tell when we were getting near the end and raise the drama.


2. I think I would put the questions in order from very easy to hard, like in the game show. Ours were mixed, and all of them had some funny answer choices, which was good, and at the same time made the questions continue to be rather easy. Next time, I would make the first ones very funny and easy, and then get gradually harder so that people didn't automatically know the answers. It might give me more opportunity to get discussion going within the audience and not just between the audience and me.


3. I would vary the kinds of questions - we used a template to make it easier for the session organizers to give us their questions. We even gave them some samples, and then asked them to give us the wrong answers in advance and then give us the right answer after their session. I think having different kinds of questions, and different numbers of answers (e.g 2, 3, 4, 5) might have given more variety, and therefore be easier to animate.


4. I was a good idea to have question "stems" (e.g. What are the priorities for...? What is the role of...?) which were sent in advance (5 days) to the organizers who could use them to frame their questions. In the future we could go back to the game show for some familiar stems, to even further connect the audience to the energy of the tv game.


5. I would build in a little more time between the end of the workshops and the quiz in plenary - we had a courageous 30 minute coffee break to collect the final answers, check through them and run the game. It did feel like the quiz was very fresh which was great, and perhaps little more time would help iron out any little hiccups, let us look over the quiz as a whole for the build in difficulty and drama, and give us a test period. A lunch break time length would be great.
6. I might add a final question that is not directly related to the indvidual workshops but was a comment on the overall goal or message of the conference - that could be the 1 million Euro question.
7. Adding monetary figures overall to each question might have added some fun, at the end I could have asked who wanted to donate their winnings to the Project Incubator follow-up (hopefully everyone would have raised their hand!)
   

These are some of the things I learned from the experiment to convert a game show into a conference reporting game. It was infinitely better than stand up reports, gave some interesting energy to the end of a lively conference, and gave people a shared experience that could continue to bind them together (more than sitting shoulder-to-shoulder together and listening to podium speakers).

I think it also showed the organizers in a good light, as courageous and willing to try something new. It promoted the idea that there are always new ways to do routine things, things that we might do without giving it much thought, especially in a familiar setting (in this case, like a conference). How can we keep from going on autopilot and missing out on the innovation and energy that comes from trying something different and new? And for sustainability, we will take all the innovation and energy we can get!

New Bloggers: Boost Your Chances of Success

I am way behind in my blogging, mostly because I have been completely obsessed with another blog - one I set up in July for my Father that is not as different as I had imagined from this blog on Learning. The topics are very different, his blog (Outdoors with Martin) is about squirrel hunting, building farm ponds and the best places to catch large mouth bass. But his orientation is purely "how to" which definitely appeals to my learning side.

But that is not what is keeping me on his blog more than mine right now. Granted I try to post one of his articles per day (he is an outdoor and travel journalist with an archive of thousands of published newspaper articles just the perfect length for a blog), which takes me about 20 minutes to put in the links (they were originally print based), and update any dates or figures (what is the 2009 teal duck limit in Ohio?) Sometimes I find out odd things that need a little rewrite, like that the great State Park Lodge that my father raved about in a 2005 article burned down last year.) It is critical for him that all the dates, telephone numbers and so on are up-to-date.

But just the time spent on the other blog isn't what's keeping me off this blog.

It's the STATISTICS!

Oh my, I love the statistics that Wordpress gives you (we decided to set it up on a different blog platform as a comparative experiment). We have set up a Sitemeter account for the new blog too. We are literally swimming in positive feedback - data about where the people come from who are checking your blog, who has referred you, which article is getting the most hits, what key words people typed into a search engine to get what article. That information sets up a positive feedback loop that just keeps you, the blogger, on that site, posting, researching, reading.

Maybe it is just for the extremely curious, but I think there is a business end to this too. For example, there are a few topics that are getting by far the most traffic on my father's site, odd things - using solunar tables for hunting and fishing is the top, after that building perfect farm ponds, raising peacocks, and growing nut trees. I would think that it might be interesting to write more on these niches, if that is getting the most interest. Reader feedback, that is one of the reasons to write a blog.

When Lizzie and I set up this Learning blog in 2006, we made a decision NOT to collect statistics. I set up a SiteMeter page, but it never worked on this Blogger site (maybe because we had a referral page?) In any case, we decided we didn't want to be driven by the statistics but by our own learning and desires to create reusable learning content. I still think that is completely valid. However, I guess I didn't know what I was missing!

Now my suggestion for a new blogger would be to use a site that has a good stats function (like Wordpress and not Blogger - sorry Blogger!), and link up Sitemeter as well. And to actively use that information on what people are reading, how they are skipping through your blog, and how they are finding you, to make your blog even better and keep you interested and energised, through powerful direct feedback.

Changing Social Logic: Learning for Fitting In

In January of this year I wrote a blog post called The Return of the Age of Education, where I wondered if the kick one gets from acquiring stuff could be replaced by that from acquiring knowledge. Effectively, could personal growth replace economic growth? Can acquiring knowledge replace acquiring things? (For example, I was going to experiment with growing all my garden plants from seeds this year.)

I asked that question last week at our Balaton Group Meeting to University of Surrey Professor Tim Jackson, one of our speakers and a member of the UK Sustainable Development Commission which produced the recent, provocative report Prosperity Without Growth.

His answer changed the way I'm thinking about how learning can best contribute to sustainable development, and changing the social logic is a part of this.

Why do people buy things? (Probably there are many individual answers to this question.) Tim Jackson questioned greed as the primary driver. People may instead buy things to gain a place in the community. Tim drew on Adam Smith's linen shirt example and spoke about the life without shame and the symbolic function of materials good and the importance of these commodities in our lives. So if buying is linked to participation and placement in the community (like keeping up with the Jones') then individual learning may not be a good replacement, or at least not good enough.

So instead let's look at community learning. Could this help people find their place (and minimize their need for stuff?) There are many examples of social "experiments" in intentional communities, local currencies, community agriculture schemes, which may better connect individual learning, through community learning, with sustainable development goals.

Of course it is not as simple as all that. In the current economic model, employment is a big driver, and it gives people the money to keep buying, which stimulates the economy, and signals to businesses to produce more stuff, that workers have to make, which keeps people employed. All this works until consumers stop buying (then comes the credit, for a while...) Replacing buying with something else has other consequences in the current system. One quote from this presentation stuck with me: Growth is unsustainable but degrowth is unstable. Tim gave some of the conclusions from their report Prosperity Without Growth, and if you're interested in thinking about alternatives to the current macro-economic system, its worth a look.

Quotable Quotes from the Balaton Group Meeting

The annual Balaton Group Meeting, featuring from 8-12 fascinating speakers in the morning formal programme, and anywhere from 15-25 parallel afternoon sessions in the Open Space portion of the meeting, is always full of provocative ideas. I captured a number of them here, made by some of our speakers including Dennis Meadows, Bert de Vries, Ashok Khosla, Kevin Noone, Tim Jackson, Jorgen Norgaard among others:

• (On change) People and institutions are only willing to give money (for external research, projects, etc.) when they are no longer open to significant change.
• (On resisting change) "Astroturfing" - When companies pay local people to fight their government over decisions that the companies don't like.
• (On coming discontinuities) Global society will change more over the next 20 years than it has in the past 100.
• (On thinking globally) Global sustainability problems will still be experienced locally.
• (On time horizons) A far-sighted dictator is better than a short-sighted democracy and neither works.
• (On equity) Are we really living together on this planet?
• (On economic growth) A primary anxiety of a firm is around capital mobility - that money will fly out of the firm if it does not innovate.
• (On alternatives to economic growth) Here is a global dilemma - growth is unsustainable, and de-growth (decroissance) is unstable.
• (On carbon emissions) We need an economy that takes carbon out of the atmosphere.
• (On a service economy) There are also limits to a service, or amateur, economy - you can only take care of other people's kids 24 hours a day.
• (On decoupling) Where does environmental impact come from if not from economic activity?
• (On the coming changes) These things take longer than you think.

Each idea, fascinating, and often bucking conventional wisdom. That's what the Balaton Group Meetings provide each year for the 50 people who attend them. For a little history and more on this years meeting, see another Balaton Group Member's Blog: Dormgrandpop.

Balaton Group Meeting 2009

Each year for 28 years, the Balaton Group has met on the shores of Lake Balaton, Hungary to discuss sustainability issues, systems dynamics, and global change.

This year's meeting is focused on "Frontiers of Sustainable Development" and I have decided to try to blog the various meeting inputs. These follow...

Can't Do Another Visioning Process?

Vision fatigue? Many groups involved in change processes over time claim they just can't do another visioning process. They have done it so many times. What is a creative way to engage this kind of group?

Instead of trying to design their process, why not design an inquiry process where they do the fundamentals of design?

You might start with attention grabbing questions (group or individual):

• If I were going to send you an email inviting you to a visioning process, what would it have to include for you to enthusiastically say "Yes!"


• If you were going to participate in a vision process that really energised you, what would be some of the features of this process?


• If you were going to participate in a visioning process that created a profound vision, who would be doing something differently at the end? What would these people be doing differently at the end? What would you be doing differently at the end?


• If you were going to say that the visioning process created lasting change, what would be some of the necessary conditions to make this vision stick?


• If we were going to give this process an innovative name, what might we call it?

This inquiry process doesn't focus people in on their past, potentially less-than-satisfactory visioning exercises. It focuses them on the positive future and involves them in creating it and answering questions about what it will take to make it work (differently) this time. The energy that these kinds of questions creates is very different than that from a problem-focused approach, and just may get people to the table with a different attitude and intent, and that might make all the difference.

If Trainers Designed Training Centres

Imagine you and another trainer got together and could dream up your perfect training centre. What are some of the things that you would avoid, that have driven you crazy in the past, in various hotels and conference centres around the world? Heavy or fixed furniture, poorly lit rooms, carpeted walls, struggles getting one more flipchart at 11pm, getting internet connections for speakers - you name it. What trainers and facilitators want more than anything is flexibility. How might you design a centre for maximum flexibility?

This morning I had the pleasure to visit just such a training venue outside of Geneva called Ecogia. It is the main training centre for the International Committee of the Red Cross. And in fact, it is the manifestation of the vision of two trainers, Christiane Amici Raboud, now the Director of Ecogia, and one of her ICRC colleagues, also a trainer at the time. They seemed to think of everything and built up a delightful learning environment for both their peers, and the participants who spend time at Ecogia.

Each meeting room is the ultimate in flexibility. Everything is on wheels, the tables, the chairs, the projectors - there are even mobile units that people can wheel around after them to hold their materials and documentation (with handles at the front and perfect height for humans as opposed to smaller mammals). Each of these items has a very small overall footprint and weight - the tables quickly fold up into slim objects that look like flipcharts, the chairs are very light, the projector is in a trolley (and the cables are in the floor) so you can use any wall as a projection screen.

Even the lighting is flexible. In the main room, the projector is linked to automatic blinds and dimmers, so when you are ready to go, you push the button and the lights immediately go off and the blinds down; when the off switch is pressed, everything lights up again. No fumbling around in the dark looking for blinds and switches.

There are plenty of break out spaces, and to make it easy for groups to move around with their work, many walls are magnetic, and flipchart headers with strong magnets on them, filled with paper, are easy to take off one magnetic wall and into another room. Meeting rooms which have wall paper (the Centre was originally an 18th century orphanage, with modern additions, and has kept its charm), there are full length magnetic strips or clip in strips for flipcharts.

Of course there are many great training centres in the world, frequently very expensive and exclusive, often the domain of private sector clients. However, Ecogia, which has the majority of its clientele with the ICRC, also rents its meeting rooms and sleeping rooms to other organizations, all at compassionate cost-recovery rates, in keeping with the ICRC's community values. It also offers simplicity in both reservation, and an all-inclusive equipment etc. package. No negotiating late in the night with a junior manager who doesn't want to part with that additional flipchart or projector because it is not on the reservation. Also surprisingly included - all the bedrooms and many small meeting rooms have internet-accessible computers, are connected to printers and have free phones!

I must say, I was impressed. And I could clearly see, as Christiane kindly showed me around, the care and thought that had gone into every aspect of the centre. I love the idea that some trainers got together and tapped their learning about what works in training spaces, and then used it to make an innovative new place that uses learning for learning.

Visiting the Systems Zoo with Alan AtKisson

This morning I am helping to team deliver a day-long systems thinking module as a part of this week's Isis Academy (AtKisson Associates), a leadership programme for sustainability practitioners being held outside of Stockholm. Systems can be complex for some people, so we are starting with an introduction by Alan AtKisson, sustainability expert, author and song writer, on the "systems zoo". Listen to the Systems Zoo song here.

The Systems Zoo, a concept originated by German systems thinker Hartmut Bossel, has been translated into a sing-a-long song by Alan. As he walks them through the concepts, the participants don't know yet. At the moment, Alan is introducing the basic concepts, telling stories about them, and having the group say each word (he says they are onomatopoeiac, that is, they sould like what they are.) The words are:

• Sources
• Sinks
• Stocks
• Flows
• Oscillations
• Delays
• Rates of Change
• Nonlinear Effects
• Feedback Loops
• Na-na-na-na-na (well this is a part of the song, but not actually a systems concept)

To make some these concepts easier to grasp, Alan is using "rumours" as a story example. Rumours have a source, someone starts a rumour and tells it to someone else. And eventually, the rumours stop somewhere (like an internet archive, or a blog page, or in your head). In between, the rumours just flow around as people tell them to one another. Of course, along the way they stop, and potentially accumulate in a stock, like in your head while you desparetely try to not tell them to someone else. And then perhaps at some point after too much accumulations of corroborating evidence for the rumours, you just can't help it and you tell someone else, and the rumours flow again until they finish up (hopefully soon) in their sink.

The song is followed by an introductory presentation on modelling, being done by Piotr Magnuszewski, from the Centre for Systems Solutions (Wroclaw). It has now quickly gone into systems modules, with stock and flow diagrams, bathtubs, fishery models, and an introduction to Vensim. Much more complicated than the concepts seemed in the song and the rumours example, but that was a good familiar introduction to a way of thinking that is not familiar to everyone. Jay Forrester , one of the "fathers" of systems dynamics, was attributed as saying, that people's minds had not evolved to think about solving non-linear differential equations. That's for sure!



Note: The Centre for Systems Solutions website is in Polish at the moment, but they have an interesting new multi-player game in English on climate change negotations called the Climate Game.

Cross-Cultural Collision Caused by One Word

A major cross-cultural collision occurred at the end of a recent multi-stakeholder dialogue I was facilitating.

The offending word: Report.

In the final feel-good stretches of a dynamic multi-sectoral, heretofore generative dialogue, progress screamed to a halt when this six letter word was uttered. The precipitating question, expected to be purely rhetorical – Can we issue a “report” from this meeting?

The room was immediately divided between loud answers of absolutely YES, and absolutely NO. Faces contorted, side conversations bubbled up around the room (ok, maybe I am being a little melodramatic, but not too much). Confounded, I took a quick poll. We found that the private sector representatives weighed in heavily on the NO side. But what about transparency, the NGOs said?! Transparency is fine, came the business answer, the problem is we didn’t DO anything to report on. (Chilly silence, after two long 10-hour days.) But, we spoke for 2 days on lifecycle improvements, made some agreements and got some great ideas, claimed the NGOs. But we set no targets, have no deliverables or budget figures, countered the business partners, let’s work together now and issue the Report in a year or two. A year or two!! The NGOs were mystified…

Ahhh, the penny dropped. Report, I thought, that’s the problem. In a company, a Report (with a capital “R”) means End of Year Report, Annual Report, Shareholders Report. They involve hard figures, money, progress, dates and demonstration of concrete targets met. For us, NGOs, however, we write activity or process reports (with a small “r”) all the time, for communication purposes among our wide and varied constituencies, to keep people abreast of issues and activities often while they are happening, as a means to engage our staff and partners in ongoing consultation. Very different notions of that word “report”.

OK, let’s try this again. I asked the group, “Can we send out a meeting summary after our workshop? “ (No R word this time). Unanimously approved, collision tidied up, traffic flow back to normal.


(Note for my Facilitator record: Sometimes I expect and prepare for cross-cultural differences when I am working with groups that include two or more national (or sub-national) cultures; I might not expect the differences that can occur between institutional cultures. These can be as strongly adhered to, and incredibly different, as working with international groups, and present surprises for a facilitator such as the one described above.)

Re-Learn Something "New": Testing the Depth of Those Neural Pathways

I wrote a post in March about learning through repetition, versus intense bursts of learning - so the benefits of 15 minutes of Spanish a day for 2 years versus the same amount of time in a one-month intensive each summer. This apparently deepens your neural grooves and helps you really learn something (See para 2 of Golden Nuggets from the GTD Summit - notice also Michael Randel's comments about the timing piece).

Well, I checked that recently when I did two things that I have not done for over 25 years. I picked up my silver Stradivarius Bach trumpet and played a high school fight song, and caught four nice largemouth bass on a rooster tail spinner (albeit not at the same sitting, or standing, as it were).

I had no idea that this intrinsic knowledge was still there. It made me wonder what else there is still sitting in there waiting to be used, or re-used?

Indeed, 25 years ago, I played my trumpet nearly every day over a seven year period. I was in the marching band, orchestra and in a jazz band. I even got to leave school from time to time to play taps for military funerals in our small town. (Because I was paid for this I got a lifetime of confounding responses to the workshop icebreaker game "2 Truths and a Lie" -no one ever believes that I was a Professional Trumpet Player - it almost made standing in the snow behind a tombstone half a mile upwind from a 21 gun salute worthwhile.)

I probably played that particular fight song thousands of times. Any one Friday night football game, win or lose, would have produced dozens of opportunities to do so, not to mention the practice drills, and the end of every single, daily 45 minute band practice. I picked up the music for that song two weeks ago, looked through it and played it without hesitation, the second time from memory. My kids were amazed, they couldn't even get a non-frog sound out of the instrument and they'd never seen me and a trumpet in the same room together.

Bass fishing was a similar experience. Over the years I have had a few opportunities to drop a worm on a hook into a farm pond and pull up a few bluegills. However, casting for large mouth bass with a spinner takes a little more than watching the bobber go under in shallow water and pulling up the fish. Although I found bass fishing again - getting the lure just where you want it and reeling in at the right pace - after decades of not casting, nearly as easy as that. I could even strike so that the bass were lip caught and could be happily released instead of having to practically surgically extract the hook, which never bodes well for their continued longevity as anything other than turtle bait.

Fish filleting also came with the memory package (the bluegills my boys caught), as I got to bring back those specific skills to create lunch. This was not like buying fish in the supermarket and taking off the skin, this was like taking the shiny excited fish out of the bucket of water and making it into tiny lunchable boneless, skinless filets. Something that as I get older and perhaps more sympathetic to vegetarianism, I find harder mentally to do, although I could do it almost mechanically and of course did it all the time without hesitation when I was younger and living in a rural community.

It seemed so easy, it took so little time and those abilities were back. It made me want to remember what else I have really learned in the past, perhaps long forgotten, that I could bring into service now. And somehow reapply - my guess is that trumpet playing and bass fishing might be hard to integrate into my current line of work. Although if one of my goals was to meet some new people in my local area, and perhaps work more at the community level, I can assure you that I never thought of joining the fanfare (local village bands notorious in Switzerland for playing long sets after speeches at national celebrations, and before the drinking starts.) But maybe I should.

And I'm sure that I could come up with multiple parallels between bass fishing and leadership learning if I tried, it might make for some good learning anecdotes - at least for me.

Venue Checklist: What You Want to Know Before You Go

Imagine you are using an amazing venue for an upcoming, interactive conference of around 200 people (or any number for that matter), and you are visiting it for the first time. What would you want to know? Imagine that the venue is not a purpose-built conference centre, but something like a World Heritage Site, a venue that models the content of your conference in some way, but might not have the systems in place as professional conference centres do. That makes it even more important to ask the right questions the first (and second time) that you visit. Here are a few things that I would want to know prior to putting the final touches on the design of any event:

Access:

1. How do people get there? Do they have maps and directions available?


2. Is it accessible by public transport, and is there parking for those who come by car?


3. Is there a preferred taxi service serving the venue? What is the contact information?

Set-up:

1. Do they have staff to set up the venue and individual rooms the night before? Can the organizers get in there early (e.g. the day before) to check room set up and post signs?


2. Can the staff change the room set up during the day, or must the morning set up last for the entire day? If so, how long does it take to change a room?


3. What kinds of tables do they have? Round, rectangular?


4. What kinds of chairs do they have? Fixed to the ground? Fixed together in rows? Movable? Can they be moved by the workshop organizers during the day for small group work, etc., if they are moved back?


5. Can the organizers post signage for the workshop? Or does the venue have its own signs and post them? What are the rules about posting signs (if any)?

Meeting Rooms:

1. Are there any limitations to room set-up formats? If so what are they? Can the venue take a suggested set-up format from the organizers (such as cabaret style for breakout groups) and use that, or do they have fixed set up formats?


2. What are the capacities for the plenary room and breakout rooms, in theatre style, cabaret style, etc?


3. Does the venue have enough chairs and tables for simultaneous set up of plenary and breakout rooms so there is no delay in set up?


4. Can flip chart paper and other posters be put up on the walls? If so, is there a preference for fixation (blue tack/sticky stuff, masking tape, etc.)


5. If nothing can be fixed on the walls, do they have ample flipchart stands, and possibly pinboards (with pins), for the workshop organizers to use?


6. How are the acoustics between rooms? Can you hear people speaking in the corridors? In the neighbouring rooms? What if microphones are used?


7. If common spaces are used for workshops, how are the acoustics in the common space? If people are clapping, or talking amongst one another, does that sound travel to other corners where potentially quieter conversations are being held? Are there live barriers (plants, etc.) which might be used to divide common spaces?


8. If organizers use interactive exercises, or games in their workshops, are there any limitations to using open or common space for these?


9. Are markers provided with the flipcharts, or do these need to be brought in by the organizers?

Registration and Welcome:

1. Is there a registration area that can be used to greet people and provide them with their documentation and badges? Where is it? Can it be set up in advance? (the night before?)


2. If there are any VIP needs (special access/doors), security, or separate waiting areas, what facilitaties are available?

Food and breaks:

1. What kind of lunch is served? Sit down, served, buffet? If the lunch break in the agenda is short, how can the venue assure that people can eat quickly?


2. Can all 200 people eat at the same time, or do they need to eat in smaller groups? If the latter, how long is one sitting and how many people can be served?


3. Where are the coffee breaks served? Can they be outside the meeting rooms to minimize noise?


4. Can the whole group break for coffee at the same time, will there be a back up at the coffee area? Or are there multiple stations that can serve people quickly, so that 15-30 min is enough for every one to have coffee?


5. Check the menu options for lunch and coffee breaks-what choices are available? Can they serve special diets (vegetarian, caffeine-free, lactose or gluten-intolerance, etc.) Do people need to notify of special needs in advance? How much in advance?


6. Is there water available in between breaks and meals?


7. Is there smoking in the venue? If not, is there a designated smoking place?

Communication and Equipment:

1. Does the venue have internet access or wifi? Is it free? Is there a code? Are there capacity limitations (e.g. number of people connected)? If so, what are they?


2. Are there printing or office facilities available for the organizers, for last minute copies, etc. Or for speakers with last minute changes to their presentations?


3. Are there any cell phone restrictions or limitations in the venue?


4. What are the cell phone numbers of the key venue service people? Can we have a list of who to call for service, technical, or other issues during the conference?


5. Does the venue provide equipment such as PPt projectors with laptops (connected to the internet), overhead projectors, video projectors (as needed)? How many of these are available? Are there technical people to help with set up?


6. Is there a sound system for the plenary, is there a technical person for set up and monitoring?

Breakdown and closing:

1. What are the organizers expected to do prior to leaving the venue, in terms of venue breakdown, clean up, etc?


2. Can anyone at the venue answer questions about return transport, flights, train schedules, etc. or help changing or getting bookings?


3. Is there a place where participants could leave or deposit feedback forms prior to leaving?


4. Is there a place where participants can leave their luggage on the second day prior to leaving? Is it secure? How do people get things out again if they leave at different times during the day?

No doubt there are more. These are just things that I have seen over the years in conference centres (both things I liked and things that impeded our process because they were not available or there were limitations that we had not been aware of in advance of our meeting.) No doubt there are more. I like to say that we (facilitators, trainers, organizers, and participants) can work with anything as long as we know about it in advance. Sometimes you get a real test, but I can tell you that there is nothing like a freaky parameter to get your creative juices flowing!

Using Systems Thinking: How to Go from 140 PPt Slides to 2

What kind of motivation does a trainer need to liberate herself from an unweildly PowerPoint slide set? What about the above - might that work for you too?

Last Wednesday in London I delivered a systems thinking module for LEAD Europe Cohort 14 (I was the Director of Capacity Development at LEAD International for 6 years). For several years at LEAD I delivered a systems thinking training module that had 5 heavy PPt files which contained over 140 PPt slides. People generally liked the module, and it was always a bit of a marathon and rather overwhelming even in its one day version.

Last week I delivered the module with the same learning objectives (common archetypes, goal setting, Behaviour Over Time graphing/Reference Mode diagramming, and introduction to Causal Loop diagrams), in half the time, and with only 2 PPt slides! Even with this incredible dematerialisation (literally and figuratively), people found the module incredibly useful and perhaps even more deeply so.

What could get me to break my dependence on that pile of carefully crafted slides, and get me closer to the point in half the time?

I knew that in the amount of time we had (4 hours) there was simply no way I could run through those slide sets and do the exercises. So I decided to change the format, and have me be the medium for content delivery rather than the slide deck. As a result, people really got more of me, the trainer, as I went through the steps with them of the various games and exercises, helped them identify their own examples for application, and coached them as they tested the two diagramming tools on these examples. Because they were interacting with me instead of the slide set, I got more immediate feedback, which gave me more confidence in what I was delivering, which in turn helped me to resist hiding behind an enormous slide set.

Here are a few other practical things I did to reduce my need for slides:

1. I wrote the schedule on a flip chart and used it for signposting and transitions, instead of slides. This was for myself as much as participants. I also wrote up the short hand of the overall sequence and narrative of the module and carried that around with me so I could make and remake the key points for people, and never lose the plot that was so carefully constructed in the slides.
   
   
2. I learned the game briefings by heart and gave them orally with a physical demonstration to help people follow (rather than the rules on a slide and a picture of the action);



3. I took out ALL the examples. As heretical as that sounds, it helped quickly contextualise the tools for this particular group, as they came up with stories related to their collective knowledge based on past discussions. For example, I gave people the archetypes (like "better before worse"), with a cartoon which illustrated each one, and asked people in pairs to come up with the examples of these archetypes from their discussions together that week, as well as from their own life and work. These were then used to breathe life into the generic structures (rather than my generic examples).



4. My only 2 slides described the anatomy of the two diagramming tools, which I put up to talk through briefly. Then I took them down. I had photocopied these and put the tips on the back, (e.g. for selecting good variable names, or for assigning polarity on a CLD), and handed these out, so that they could be used as a reference when they drew their own diagrams.
   

Overall it was an exercise in getting to the essence of the learning. Deriving the most critical points, and having people do all their learning through application. It was such a success, I will probably never use those 140 slides again!

My Point? To Be a "Story" There Must Be a Point

A week or so ago (time marker), I spent the day in London (place marker) with Shawn Callahan from Anecdote, an innovative storytelling group from Australia, in a full day learning session called "Storytelling for business leaders".

Let's say I wanted to tell you about my day. I could write down a list of things I learned, but that wouldn’t be a story. I could give you my opinion of the day, but that wouldn’t be a story either. If I was going to tell you a story about that day, I would need to start with a time, date or place marker, add an unanticipated event, and even more importantly, I would have to have a point - the reason for the story. (This might sound obvious, but if you think about it, how many so-called stories do you hear where the point is far from clear? )

Why do we need a point? In our workshop we talked about this. Stories aren’t just for entertainment; they give us a repertoire of captured patterns. And matching patterns (e.g. our past experience, with a new situation) can help us with decision-making (see Gary Klein on naturalistic decision-making). Having a strong point, not only helps your listener tag your story, but helps you do it too, so that it is easier to remember and therefore more meaningful, which makes it easier to use the information and learning in the future.

This point was made for me experientially by a sequence of activities that followed in the afternoon of our workshop. We were asked to craft and tell a story to a partner who would then reflect back to the storyteller what their story told them about that person. We told the first iteration of our stories. Then we were given some tips for improving our story – making it human, keeping it simple, using the unexpected, making it concrete and credible - and we saw some amazing YouTube video examples of storytelling, from Geena Davis at the Golden Globes to Obama "Fired up and ready to go" on the electoral trail. Then we were asked to work on and tell the same story again, better this time.

I worked on my story, based on a recent experience about learning from mistakes, tried to make it more concrete, and brought in some of the real life drama and emotion of the situation. Then I retold it. And in the feedback discussion the same thing happened – my partner told me as my previous partner had, that he enjoyed it, gave me plenty of reasons for liking it, and then asked me gently - what was my point?

Slightly crushed, I asked myself – what was my point? It's not enough to be an impressionistic storyteller - I had a general feeling of where I was going. But how do you get there? Do you need a point first and then find a story – or do you have a great story and massage it to make a point? Either way, I was clearly missing it. Even with an entertaining narrative. This is the real art of storytelling.

I need to go back and rework it; that story has potential, and must always remember to ask myself before I start to tell a story – what’s my point? I said that many storytellers we hear are rather unclear as to the purpose of their stories. I might have been one of those perpetrators in the past - are you? If so, help people learn more from you, and you from yourself, by upping your game in storytelling.

Structure, Chaos, Confidence: The Workshop as a Social Construct

I’m facilitating a Partners Assembly today in Brussels, and I’m awake early going over my agenda – the flow, the segue ways, the objectives and outcomes that we want overall and from each of our sessions. I need to know this agenda inside and out, and I realise that this is a lot about confidence.

Agendas for workshops, training courses, meetings, even work days for that matter, are just words on paper. They are words that a potentially large number of people share (we have 60 today but you might have 250 people), and they depend on strong group norms for people to follow them.

So the agenda says that the opening is at 09:00 and coffee at 10:30, or the discussion question is this or that – people could actually easily do whatever they want, not follow the little numbers or words on that paper called an agenda, and simply do their own thing for your 8 hour day (and sometimes people do, as we know.) But the fact that so many people actually do stand up at 10:30 and go for a coffee, and come back at 10:45 for the next session, depends a lot on confidence. Confidence that the agenda makes sense, that the topic and time spent is worthwhile, and that someone is in charge of what might otherwise be an 8 hour free-for-all.

So when you are leading such a workshop, as facilitator, what you are doing is giving people that confidence as the leader of the group in that particular context. It comes through your voice, through your body language, your level or organization, your complete knowledge of what people are doing at any given moment (must not get caught with your pants down not knowing what room Working Group 2 is in) and why (and you will be challenged over and over about the rationale for x or y). And of course you also need to be flexible, because as the group develops over the day, you will want to gradually hand over the invisible programme to them, so that the confidence that started with you, transfers over to the organizers and the participants, and they become the masters again of their process and the outcomes, and ultimately the application and follow-up.

But at the beginning of the day its me, so back to my agenda, and building my own confidence in proposing it and making it happen for a group of 60 people willing to donate 8 hours of their time today to the International Year for Biodiversity 2010.

Thought for the Day: On Tolerance

It is ok to be intolerant of intolerance?

An Appetite for Experiential Learning

Can you go too far with experiential learning? This is learning by doing, as opposed to learning by more passive means (listening to a speaker, watching TV, etc.) Experiential learning has the potential to get deeper, be more memorable, to create an experience or a learning moment that you can draw on or act upon in the future.

The (all too) oft-quoted Confucian saying, “I hear and I forget. I see and I remember. I do and I understand," argues for this more interactive approach to learning. So how can we make, or take, more learning opportunities outside of formal learning situations - into the informal learning environment. What about this…

I am a member of a thoughtful book club which is just about to finish reading The Tortilla Curtain, by T.C. Boyle. It is a powerful book about inequity, humanity, and the poverty/environment interface. In the book two families live within 500 meters of each other in the outskirts of Los Angeles, one on a fragile hillside in a makeshift hut of stolen pallets eating domestic cats and thrown away produce, all by-products of the incredibly affluent (in relative terms), gated, chardonnay- and smoothie-drinking estate which sits downhill; only a 2.5 meter high stucco wall separate these two worlds. One is a family of illegal Mexican immigrants, the other can be characterised by their upper middle-class, double-income urban flight.

So before this sounds like a book review, to the point, and back to my book club and learning. We try to link the evening of each of our book club discussions to a meal. I see a potential learning opportunity here. Now, I am not eager to sacrifice either of our pet cats, so how else might I make this discussion of haves and have nots, of the extremes between poverty and over consumption, deeper and more personal - more experiential?

Might I ask my fellow readers, when they enter my house to pick a number from a hat? These numbers might determine their places at the table for our discussion and meal. Maybe the “1’s” will sit at the head of the table. They might have a table cloth, polished cutlery, a nice bottle of wine and a warm meal, with a starter, dessert and coffee. And what about our number ”2s”? Maybe their half of the table will feature a newspaper covering, tin cans of tap water to drink, a spoon, and a small bowl of yesterday’s beans and rice, barely warmed over, to share?

How might that make people feel? What kind of a discussion would ensue – would it be different? More congruent with our book’s message and therefore more powerful? Will we learn more than we would have from our usual discussion? And more importantly, how might we look differently at our food and drink at our next meal?

(Bonus question: Will people be happy to come back to my house for book club again?)