OPEN SPACE TRAINING AND PRACTICE WORKSHOP
This is the program outline that we've evolved in 15 or so practice workshops, run around all around the world in the last year. It's posted here in fairly cryptic form, as a reference for past participants and other open space colleagues who are hosting/leading their own training and practice workshops. Contact MichaelHerman with any questions.
/TrainingPracticeWorkshopNotes (newest version)
- event posters – four principles, one law, flies+bees, surprise, two themes, grid, space labels
- room resources (options) – computer(s)/webconnect, hho books (spirit, tales, user’s guide, now, power, leadership, peace), non-guide, us west video, proceedings samples, fourfold way, OpenSpacePeaceQuotes, jigglegood book, fountain, bubbles, etc...
- practice handbook for each participant
day one: the spirit of open space/inviting organization
- welcome, introduction, agenda
- plenary: what is open space tech?
- openspace: the future of leadership and organization - issues and opportunities for transformation
- plenary: what is open space?
- evening news
day two: the practice of open space/organizing invitation
- morning announcements
- plenary: getting ready
- openspace: leading and organizing our futures - issues and opportunities for invitation
- plenary: going beyond
- closing circle
- 1.5 hours morning
- 6.0 hours open space (including lunch conversations)
- 1.5 hours afternoon
- optional dinner
DAY ONE NOTES
- how did we get here… local host’s intro
- how did i get here… facilitator’s intro – hho mtg, chicago workshops, quadrants, this workshop/911, various orgs
- practice workshop – learning and doing, training and consulting, experience-based, advanced 6 days in 2
- assumes hho is right, anyone with good head and good heart can open space, walk the cirlce, user’s guide
- focus on writing and supporting invitations, even to share with just few others, take questions, tell stories
- agenda – from stories to resources – inside stories, jargon to join worldwide community with confidence
- speed bumps - os/non-os - might want to read ahead in guide
- establish practice group, run events, share stories, keep learning together, link to others
- many voices, experiences, insights… treasure hunt, buffet… fill your bag, plate… ask everyone questions
- handbook and other resources as guide not script, find your own way into those materials, get familiar
WHAT IS OPEN SPACE TECHNOLOGY?
- what is org/community/leadership/management practice and what should it be? who are you and what's your experience with ost?
- how have you been describing, even if only to one or two other people, boss, spouse, co-worker? what is your experience with ost?
- some favorite tales from open space…
- distinction b/w workshop and event space
- hho story – how ost got here – organization transformation… dupont… others around the world
- what does it mean that this is happening in the world?
- what are implications for ourselves, our leaders, our orgs and communities?
- whoa! everything crumbles into place... crumbling into the future
- whoa! it's transformation! the future of leadership and organization (see wow! on day 2)
WHAT IS OPEN SPACE?
- big story to tell late in the day
- map is not the territory story – enough to get out the driveway, re-orient along the way
- puts chaos of organization (and day one) in context, gives reassurance, sorts out data
- open space as highly evolved… build structures to support practice, not on top to crush the spirit
- comes out as theory today and becomes tool tomorrow
- integrates fast company, world spirituality, management, physics, org development, open space, invitation
- fast company magazine cover story
- quadrants defined, described, mapped to four basics of business
- quadrant stories from singapore airlines, alaska, peoria, singapore as nation, ridgeview medical, etc.
- walk the spiral through the levels
- open space as practice in invitation, beyond achievement and in range of spirit
- can choose words based on quadrant, level
- map quadrants to open space inputs
- (alternative) dialogue on 'how did anything get done before ost?'
- (alternative) dialogue on 'living in open space: how do we know it's safe?
- (alternative) present bits of the four quadrants and ask folks to use four corners of the room to generate words/pictures of evolution of each
alternative for discussion rather than storytelling...
- give background, map story, sources and then...
- what do you notice about the diagram? ...and what do you need to know for it to be useful to you?
- make list of outstanding questions (not answers)
- any special announcements
- one-word check-ins
DAY TWO NOTES
- new questions for the list?
- other reflections or announcements?
- SomaticOrganization story as current leading edge of thinking about this
GETTING READY FOR OST
- what does scribbling on back of guide mean? dealing with anxiety (our and others') helps to have a plan...
forms of opening => invitation/purpose: these answers to questions like these eventuatlly form the basis of the invitation... which doesn't try to say something new, but to say what is true about the common answers to these questions.
- OS starts when you pick up the phone
- we’re this kind of org…
- we’ve always done things this way…
- we’re up against these issues now…
- we need to create this kind of results…
- we thought open space was appropriate because…
- bainbridge interview questions
- what’s most important issue(s)?
- who’s doing the best work? …or who’s need for best resolution?
- what else is going on in the world that will matter?
- hho interview questions
- what is this place and what should it be?
- who are you and how did you get here?
- questions based on four quadrants (seasons) view, with thanks to ChrisCorrigan?...
- 1 - where is the passion? what is core? what really matters here? why bother? -- why do you (personally) do this work?
- 2 - what's the plan? what's the buzz? what's the dream? who are the poets? what is best about this place? what stories do you love to tell others about this place?
- 3 - what's the deadline? what's the catch? what's available? what's ready? what's the best part of the way we're structured?
- 4 - what's at stake? what's required? what's possible? what makes peace? what are the things that you (personally) do well, best?
- ed oakley, enlightened leadership questions
- what’s working?
- what makes it work?
- what needs to work next?
- who would benefit? (start with largest group and work back to ‘me’)
- who will do what, by when (leave this question for the open space meeting)
- Susan Fehl going into corporate settings asking clients/participants to talk about (1) conflicts/passion (separations/divisions), (2) complexities of task(s) to be done, (3) urgency of current situation, (4) results to be delivered and diversity of skills, opinions, interests, required to deliver. In other words, clients make their own case for OpenSpaceTechnology. Can also gather info on larger purposes, info sources/people to be invited, what movement/progress would look like, and what bottom-line must be achieved. Then can follow with (1) what is possible in terms of gathering? (2) what is appropriate? (3) what is sufficient? (4) what will be done.
- SomaticOrganization - and contracting... who is power/pelvis/supporting, who is visionary/invitation writer, who is embracing, passionate, distributing invitation, who is doing the work/invited?
forms of focus (givens, guides, non-negotiables) => invitation list/vision: the invitation list represents a whole bunch of other stories and assumptions about what should or could happen in the meeting. best to talk about as many of these as possible in clear, careful and direct ways, before the list is finalized.
- future support/lifespan of project
- funding and other resources available
- decision-making authority
- deliverables required/allowed
- people invited/informed
- existing plans, budgets, structures
forms of os meetings => spacetime logistics/structure: open space comes in all shapes and sizes. the most important is to stay true to the spirit of open space, OpenSpaceTechnology/EssentialElements.
- 2.5, 1.5, 1.0, 0.5 days events
- three consecutive 4-hour evenings
- series of 2-3-hour meetings
- non-readers, non-writers… from j.engle in haiti
- hybrid conferences… agile software
- ongoing open space… kentucky rules, wesley urban min givens
- practice workshop
- classroom… judi richardson, business law
- evening plus one full day
forms of documentation => footprints/action: if you want action to happen, then you'll have to support it. that usually means capturing the notes and action plans from the breakout sessions and might include setting up online facilities for ongoing reference, tracking and invitation. how will people know you got REAL results?
- individual notes
- template passed out to conveners
- xerox handwritten notes
- computer typed notes
- voting with computer, dots or clustering
- email, elist, eboard, wiki web
- paint, dance, sing, skits
- photo, video, audio
- gallery wall of posters
- closing circle commitments
- action plans, immediate next steps
…see also OpenSpaceTechnology/RoleOfTheFacilitator, OpenSpaceTechnology/PreparationChecklist and [OpenSpaceTech/PracticeNotebook] for some of same information presented in form that is suitable for handing to clients or sponsors of meetings.
- complexity, diversity, real or potential conflict, need for action was yesterday
- invitations, invite lists and other givens, spacetime logistics, footprints
- wow! it's invitation - where will we practice (note: covey connections... spheres of control, influence, invitation as concentric rings...
(used every event)
- one or more questions… how are you feeling now? …what has this time meant to you? …what have you learned? and/or …what will you do? (more: what was strange or different, what familiar? how will you sustain what has happened here?)
- talking stick passed around in closing circle
(used on day 3 of longer meetings)
- distribute proceedings
- read, eat, clarify, talk, choose
- vote by computer or by dots method
- associated issues (or clusters), action plans, immediate next steps
- talking stick passed in closing circle, same question(s) as above
(any day/time/length of event)
- news – distribute proceedings as book, gallery wall, etc. and read, review, reflect on most important
- now – closing cirlce with talking stick, question(s) 1-3 from above
- next – re-open space for action …what will you do? what’s next? so what? now what? post next issues
- nuts (and bolts) – set purpose/scope of issue (invite), who’s invited and who will invite (invite list), when/where (spacetime logistics), what else to do before next meeting (footprints)
- evening news – to announce next round of meetings just planned
two-day practice workshop
- day one – what is OS? what does it’s success here mean? what implications for rest of org? (news/now)
- day two – where will we use it next… plan next meetings/issues in open space (next/nuts)
ongoing open space
- wiki, listserve, bboard online
- university of kentucky rules for ongoing
- leave responsibility for the quality of experience, productivity, learning with participants
- ask them to evaluate their own work, not work of planners…
- what issues did you see get addressed and/or resolved to your satisfaction?
- what issues are still needing more conversation and work?
- what issues were not raised that should have been?
- what are you doing differently as a result of the conference?
- what other issues/areas could benefit from similar quality of attention and energy?
- can be as simple as: "as a result of this gathering..." (feelings, insights, plans, actions)
griefwork... be prepared to be surprised
- "great" events can be followed by real grief, "bad" events can still spark real action
- facilitator holds the space for the action and the grief, before, during & after the event
- shifting to 'what is this place, what should it be' in opening circle
- do 'getting ready' segment on afternoon of day one, easier than quadrants story?
- day three: inner space of open space
- essential fridays... monthly/quarterly practice gatherings
- three levels: 2-dayWorkshop only, addCoaching before/after, add practice group and online support beyond