At 01:01 PM 8/4/2005, [EMAIL PROTECTED] wrote:
I will comment one more time in response to Mr. Lomax's
defense of Robert's Rules. At the end of his remarks posted
yesterday, he states (quoting me):

>> The fact that none of them has yet become as widely
>>accepted doesn't mean they aren't better or that they won't
>>someday become more widely accepted than Robert's Rules
>>now are.
>
>The comment is useless unless an alternative to Robert's Rules
>is suggested, which has not happened here.

No, it isn't at all useless, as I'll explain below.

The question was about process to be used immediately.

I'll stand with what I wrote: Mr. Suter does not understand Robert's Rules, so his criticism of the Rules is ... off. For one thing, Robert's Rules are simply a default set of rules developed over a very long period of experience with deliberative bodies. Robert did not invent the rules, in general, he codified them, as I understand the history. These rules are really like common law, they represent the combined thinking and wisdom of a large number of people.

The question I'm concerned about is whether nor not there
are alternatives to Robert's Rules (I'll call them
"Robert's") that would enable people to conduct meetings
more easily and/or efficiently and/or pleasantly and/or
democratically and/or rationally and/or with better and more
enduringly satisfying results.

It is going to be quite difficult to be more democratic than Robert's Rules. What Robert's Rules do is to firmly implant the sovereignty of a meeting in the members. Any officer, like the chair, is clearly only a servant of the members, and is subject, in his or her capacity as chair, to the decisions of the members.

It is impossible that there are better alternatives to Robert's Rules? Well, I'd say that it is unlikely that better rules will be drastically different from Robert's. Mr. Suter seems to have overlooked that I've mentioned a number of times that I have substantial experience with alternatives to Robert's. Consensus rules and methods can be *very* satisfying. There has been a lot of experimentation.

 If there are (and I can think
of no way to prove there aren't), who would not want to know
what those alternatives are?

Of course. But when something exists that works well, it is really so strange to recommend it?

*Obviously* there is no way to prove that there is no better set of rules than Robert's. The very assertion would be silly. And, of course, I didn't assert that, nor has anyone asserted that here. This is Mr. Suter's straw man.

However, I'll just say that, with some experience and interest, I haven't seen a better set of rules to start with, for a deliberative body. Very much, each body will have its own special needs. Robert's rules can easily be modified to change, for example, the number of votes required to close debate and proceed to vote. The U.S. Senate has 60% instead of Robert's 2/3, for example. I think Robert's number is better....

 The only exceptions I can think
of are people who have vested interests in maintaining the
status quo, such as publishers of various editions of
Robert's and professional parliamentarians who trade their
expertise in Robert's for pay and perhaps amateur
parliamentarians who have invested a great deal of time in
efforts to understand and apply Robert's and perhaps to
defend them against people like me who have the temerity to
question them.

Or perhaps anyone who has studied the matter and who must be biased because he has a different opinion from Mr. Suter.

One thing I must ask of Mr. Lomax is whether he is a
professional parliamentarian or a heavily invested amateur.

I already answered the first. Irritating, it is, when it is obvious that what I write is not being read. I don't mind when the general reader decides that I'm to long-winded or boring -- it is really my responsibility to engage that reader -- but I do mind when someone is sufficiently interested to begin to sharply criticize what he obviously has not read with any care.

As to the second, "heavily invested" is a weird term. Does it mean that I have years of experience with Robert's Rules? Yes, I have that. Does that mean, however, that I have more experience with RR than with other organizational forms, so that somehow I would be at a disadvantage if an organization decides not to use the rules? Then this would not be true for me. I probably have more experience with consensus rules.

If so, then he needs to state that up front before making
additional comments. That would at least explain why he has
been so adamantly defensive of Robert's

There is an easier explanation: I often will intervene when I see ignorance attacking methods and ideas known to benefit those who use or follow them.

 and so unwilling
even to entertain the possibility that there may be better
ways to conduct meetings or that Robert's may have at least
MINOR defects or insufficiencies, owing perhaps to
widespread ignorance about alternative single winner voting
methods (even among professional parliamentarians).

Voting method, under Robert's Rules, is certainly at the discretion of the assembly. I really don't remember much in the Rules about voting methods, it is not a primary concern of the rules. I'd have to look it up.

In my view, the single most useful voting method for
choosing from among multiple alternatives in meetings (e.g.,
when and where to have the next meeting) is simple approval
voting.

I'd like to point out that Approval Voting, so-called, is allowed by default under Robert's Rules. It only becomes possible to even begin to question the legitimacy of overvoting when there is a written ballot. And I've never seen a rule in the book that overvoted ballots should be discarded....

So *where* did the idea come about that somehow Robert's Rules and Approval Voting were incompatible?

 It requires no more time (or very little more) than
plurality voting

It *is* plurality voting. Considering Approval and Plurality different is a convention we follow, where we imagine that Approval is something other than a plurality method. Plurality describes how the winner is determined from the vote count (the candidate with the most votes, with a plurality, wins), Approval is a modern term which emphasizes the effect of allowing overvoting, which is part of how the vote count itself is determined. Allowing overvoting in a show-of-hands situation can take a small amount of time more. But actually, it is very common for it to not be necessary to even count the hands....

, and it is arguably a much fairer and more
rational and efficient means for making some kinds of
important decisions than the usual method involving making,
debating, and voting on a series of motions.

Huh? All it takes under Robert's Rules to bypass all that stuff is for someone to propose *whatever* procedure they want, for someone else to second it, and for a majority to accept it. If the group really wants it, the part of this that would take the longest time is simply making the proposal. The second and vote can take literally seconds. Unless there is a substantial group that does *not* want this expedited procedure.

Approval Voting, or any kind of voting, is not in any way inconsistent with Robert's Rules, which is about deliberative process, not about voting method. Voting method is little more than a footnote in Robert's (possibly literally).

But I have proposed many times that any vote by any election method, unless the vote itself makes it moot, should be followed by a motion to ratify, which requires a plurality vote to succeed. If more people are satisfied with the outcome than are not, the vote is not adopted and further process is necessary. Got a better idea?

By all means. I'm all ears.

The first edition of Robert's was published something like
100 years BEFORE approval voting was invented. Even today,
30 years after that important invention, only a very tiny
fraction of the public even knows about approval voting,
much less is aware of how easy it is to use and the good
reputation it has gained among political scientists who are
knowledgeable about voting methods.

Sure. So? What does this have to do with the usability of Robert's Rules? Robert's Rules are not exclusive, they are, I'll say again, a default set of rules to be used for a deliberative assembly. "Deliberative," in political science, is what is called "Argument," and Voting is "Aggregation." Voting method is not considered terribly important in Robert's Rules because the rules are designed to deal with one question at a time, primarily. And that is where they shine. When you complicate things by trying to simultaneously consider more than two alternatives, well, you have, indeed complicated them, possibly to such an extent that the best outcome becomes hidden.

The election method that uses this binary tree is Condorcet, and it is only the weirdness of cycles that makes Condorcet fall short in theory. Really, the default method in Robert's is Condorcet, but, of course, it was not stated that way.... (By this I mean that the basic deliberative procedure in Robert's breaks down a question into a series of yes/no questions. But that is only under the formal rules. Robert's understands that this is not appropriate for everything; indeed, large deliberative bodies do most of their business in committee, with relaxed rules.

However, I've seen large bodies try to do without Robert's. I have never seen this work well. (More specifically, what I have seen is a large group of people come together at a national conference, and these people had been quite accustomed to using informal consensus process in relatively small groups. When they tried to do with a large meeting what had worked splendidly in small meetings, it was a spectacular failure. Indeed, this is how I came, over the next year, to work on the Charter committee to develop process, to propose process, and suggest Robert's Rules, which was adopted by about a 90% vote, and then to be elected, unanimously, to chair the next meeting. I've seen the difference.

But that is just one of many reasons (again, unless you have
a vested interest in Robert's) for wanting to know whether
Robert's may need major revisions or whether there may be
superior alternatives methods for conducting meetings. One
thing we know is that meetings often go badly or produce bad
results. There are many POSSIBLE reasons, all of which
deserve serious consideration.

Yes. And I do know many of the reasons. Indeed, this is the major focus of my work. I live in a Town Meeting town. The moderator of our town meeting, indeed, when I asked him about the rules, said very strongly that the meeting did not use Robert's Rules, it used another standard set of rules which are published and in common use in New England. And then he gave me an example of how the rules were different. And what he said was the way that Town Meeting Rules worked was exactly the default Robert's Rules procedure.

The standard Town Meeting rules seem to be -- I haven't checked in sufficient detail to know for sure -- Roberts Rules modified, as the rules usually are, for the special purpose of dealing with Town Meetings, where many participants don't know the rules. However, at Town Meeting, where I, without knowing the special Town Meeting rules, used Robert's Rules (as if they were the rules) to expedite meeting process, I found that just about everything I proposed was adopted unanimously. I'm new in this town, relatively speaking. And a number of townspeople, over the next few days, came up to me and thanked me....

Robert's Rules really are, as I said, a codification of common law, which is mostly common sense. Sometimes a rule may seem strange until you have experience with the actual situations the rules were designed to address.

One possible reason is that Robert's are often applied
incorrectly by chairs of meetings and other people, as Mr.
Lomax argues.

Yes.

 If that's the main reason, then better general
education about meeting conduct and better training of
meeting chairs are needed.

Indeed! Exactly!

The problem is, education and training take time, so this is
at best only a partial solution. Another good partial
solution might be the development of very simplified meeting
rules that could be learned easily and quickly and used for
meetings in which all or most people lack knowledge of
Robert's.

Again, as another pointed out, such summaries of Robert's Rules exist. Really, the rules one uses in Roberts the most will fit on one side of a sheet of letter paper.

Such simplified rules might be far inferior to
Robert's but also far better than nothing.

This presumes that it is either one or the other. Why not both? Why not adopt the full rules and use the simple ones. At any point, then, when a situation arises, anyone can suggest that there is a rule for dealing with that situation. Typically a group will have a parliamentarian, who would simply be someone who is relatively familiar with the rules and who is generally trusted to give impartial advice.

And, here is where it gets interesting. As we have seen recently in the US Senate, or at least threatened there, the final interpreter of the rules is not the parliamentarian, nor is it the chair. It is the assembly. Suppose the parliamentarian does come up with some fancy-dancy rule that does not make sense to the members of the meeting. If the members are cowed before the rules, if they think that, just because it says such and such in the rules, it has to be that way, then, yes, the Rules High Priests will be in charge, they can manipulate the outcome. But if the members are *not* cowed, and they think that a rule is possibly being interpreted incorrectly or in a biased way, they don't have to have an explanation, they don't have to be sophisticated. What will happen is that the chair will rule, either following the alleged rule or not. Then, if anyone does not agree with that interpretation and action, they can, immediately, appeal the ruling of the chair. As I recall, this is a priority motion, it is undebatable and it is decided by a simple majority vote.

The assembly does what the majority decides is correct. The rules, really, are just suggested guidelines. Yes, this can be abused. If the assembly really is trying to *change* the rules, it should, by courtesy, follow that procedure rather than using its interpretive right. But, in the end, as I've written many times, the majority must retain the right of decision, or you have an oligarchy.

 If so, they
deserve consideration as an alternative that would be
preferable to Robert's in at least some situations.

There are plenty of alternatives to Robert's that are preferable in some situations. Nobody has suggested otherwise.

Another possibility is that Robert's Rules are defective or
inadequate in minor but easily improvable ways.

Indeed, this is always the case, it is assumed that the default rules will not be the best for each individual assembly, that each assembly will make its own modifications.

 Perhaps all
that is needed is to incorporate recent insights about
voting methods and to make minor modifications of some
rules, such as the rule that prohibits any debate of motions
to end debate and call for a vote on the previous question.

Which, of course, would be to gut a central principle, and which would be highly dangerous. It is absolutely appropriate to require a supermajority for a cloture vote. It is absolutely insane not to allow a cloture decision to be made. If you allow debate of cloture, when does that debate terminate?

Sure, many meetings have grappled with this problem, and there are all kinds of solution. Robert's suggests a default one. Many bodies deal with it differently.

(I would argue that at least one person should be allowed to
speak against a motion to end debate before that motion is
voted on.

How long is that person allowed to speak?

 I would further argue that this revision should be
incorporated into future editions of Robert's so that it has
a chance of becoming a widely accepted practice. Mr. Lomax
and others will no doubt disagree, but certainly it is a
legitimate and not unreasonable proposal.)

Sure it is a legitimate proposal, and it is not "unreasonable," i.e., unconscionable. I'd say that it is unreasonable in the end, though. It requires a supermajority to close debate, and any sensible body knows that closing debate is a dangerous thing to do, it should only be done when necessary. I'd say that if the assembly is at all awake, Previous Question will generally fail if there really is a need for further debate.

Yes, the assembly may make the wrong decision if the cloture vote is not debated. Frankly, were I chair, I'd probably allow a brief argument against the motion, even though it is strictly against the rules. In other words, I'd stand for the rights of the minority not to be bulldozed. (What my allowing it would mean that I would not refuse to recognize someone who rose to speak, and I would not hasten to interrupt if the person tried to present an argument against closing debate. But I would probably not allow more than a very brief argument before I would proceed to note that the motion was not debatable and thus I would cut off the debate on the motion to close, thus satisfying the rule in substance while also allowing an apparent minority a moment to convince the assembly otherwise.

Note that it is generally true that motions can be reconsidered. I don't know all the specific rules, but the general one is that anyone who voted for a motion may move its reconsideration. So if it was wrong to close debate, all it would take is for those who wanted to present one last argument, the one they think is the killer argument that will change the outcome, to *any* of those who voted with the prevailing side, and for that person to find a second, and if they can do this, they can reopen the motion, as if it had never passed. And at this point, a cloture motion would be possible but would likely fail, until there had been at least a little more debate.

A third possibility is that entirely different methods for
conducting meetings would be better than Robert's in at
least some if not most or even all situations. Now Mr. Lomax
thinks that describing this possibility is "useless" unless
I actually propose an alternative method.

Yup. I do. It is totally obvious that it is "possible" that there is a better method. But until and unless someone develops the method and someone proposes it, that method is indeed useless. Simply suggesting that there *might* be a better method and, what? We should spend days or months or years -- how long? -- looking for it, meanwhile having no rules, is actually to obstruct the process. Robert's Rules can become anything else by the consent of a majority (usually it takes a supermajority in theory, but the majority can almost always get what it wants if it is a little patient.) Adopting Robert's Rules does not in any way foreclose the possibility of using alternative rules, either for some occasions, or permanently.

And I know plenty of people who think other rules are better. I just think that they haven't, in general, experienced the rules properly applied, but rather they have seen abuses of the rules, or, alternatively, they did not understand what they saw. And so they prefer other rules, which, however, can also be abused in ways that Robert's Rules cannot.

Yes, each kind of meeting, ultimately, deserves its own special rules.

 But that simply
won't do. The universe of possible major alternatives to
Robert's may be very large, and the best possible
alternative may not even have been invented or imagined yet,
or it may have been invented but has not yet received much
publicity.

Tell you what. We should stop teaching basic physics to high school students, because there may be a better way of organizing out understanding of the universe.

I have seen lots of sets of rules proposed -- and being used -- in place of Robert's. What I have not seen is these rules working well in large bodies (100 is a large body) trying to make binding decisions. For other purposes, brainstorming, for example, Robert's are simply irrelevant.

The problem of searching for better meeting rules and
methods is best understood as a research problem, not an
issue that can hope to be resolved through debates on an
email list. No doubt a lot of research has already been
done, but probably there is much more that could and should
be done.

What Mr. Suter does not realize is that he is debating this with someone who has been doing such research for forty years.

 I can easily imagine this becoming the primary
research subject of some social and behavioral scientists,
if it is not already.

It is.

 I am much more interested in finding
out what such researchers have learned than debating
Robert's Rules with diehard defenders of them. At the
same time, if all or most of those researchers agree that
the defenders of Robert's are probably right, I would like
to know that as well.

Why not ask them? First of all, this idea about "defenders of Robert's" is highly biased. I have substantial experience with Robert's Rules and I tell you that your ideas about the rules simply show that you don't understand them. And that Robert's Rules do work very well, when understood and applied, in common deliberative bodies. This makes me a "diehard defender?" Weird.

When a new organization sits down, and I'm part of it, and I think it appropriate, I may well "move" that we adopt Robert's Rules. Everyone will know what I mean by "move." It is likely that someone will know enough to say "I second that." And everyone will know that we can then debate this issue. And that after the debate, we will vote. Robert's Rules are common parlance. In that environment, though, and even though I thought we had debated enough, I would not "Move the Previous Question." Rather, I might simply ask, "Does everyone think we have discussed this enough?" and if there was no objection, I assume we would proceed to vote.

If my motion does not pass, does Mr. Suter expect that I will immolate myself with my copy of the Rules? No, it would be silly to be attached to Robert's Rules, which are simply designed to facilitate democracy, over the actual democratic decision of the group!

Of course, if the course of events convinces me that this group is going to be bogged down in useless and long-winded discussion, short on enlightenment and short on accomplishment, I might well decide to put my efforts elsewhere....

But if you are interested in affecting political systems in the U.S. or similar areas, I'd suggest learning the Rules. You will be hampered if you don't. You won't always find that helpful chair, you will sometimes be alone, you will need to know how to conduct yourself, to use language and procedures that others will recognize. By all means, keep an open mind, there may be new ways of doing things that will appear, tradition is not always perfection. But there is also usually a reason for it, and unreflectively tossing tradition can sometimes be a huge waste of time.


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