Thank you for all your support and great ideas regarding this second and final weekend of an Open Space for the local Catholic Diocese's strategic planning process. I'll now try to summarize how Weekend #2 went.
Weekend #1 ended with over 450 recommendations being generated by a group of 115 participants (aged 14 to 70-something) who convened 85 sessions in about 1.5 days, in English, Spanish, Vietnamese and some Tagalog (Filipino). The three Critical Issues which had been identified in earlier facilitated meetings and surveys were: - Including Youth and Young Adults - Developing Lay Leaders - Living Catholic Social Teaching. - - - - - The time in-between - - - - - We all agreed at the end of Weekend #1 to let a small group of people continue the process of organizing "The Wall" of so many hundreds of recommended strategies into some more usable form -- to see patterns, follow what various participants had already begun on The Wall, and spend more time trying to get it into more condensed groupings. It was agreed that nobody who *hadn't* been in the first weekend would be allowed to do this (as there was some level of mistrust of others / 'outsiders' diluting the original ideas and wording because they hadn't known the original context. Indeed, this has happened before in organizations, eh? So a team of us struggled with The Wall for days and days and days, seeing some patterns and just waiting until some other patterns made themselves known to us. Eventually we brought it down to about 25 clusters, and then we wrote up headings/titles for those clusters in what we called 'preferred futuring' language (such as: Become a Force for Tolerance and Work to End Hate Crimes -or- The Bishop Becomes a Highly Visible Leader on Social Justice Issues. That's what we brought back to the reconvened participants for weekend #2, plus a design which we developed as we saw how The Wall unfolded. - - - - - The second weekend: convergence - - - - - We had a very large room. This second weekend lasted about 1.75 days (Thursday night and Friday until late afternoon). We put up a large banner of one Critical Issue (see above) on each wall, with the category headings in yellow, plus below them the associated recommendations on white pieces of paper. Our work, therefore, for Weekend #2 (which we all agreed was sort of a continuation of the same Open Space event begun Weekend #1) was to consider the yellow category headings and come to some agreement on them / their wording, do convergence to select three headings/categories in each of the three Critical Issues, and gather a few more thoughts on what participants could tell the Bishop would contribute to the success of this plan. To get a sense for how the group was feeling, I introduced for each participant a set of deep red, yellow and green cards. Before, when one person was talking in the group I had no idea if s/he was speaking for the entire group or just once again going off on his or her own (painfully familiar to some) tangent. So I introduced this as a consensus tool. In this particular form of consensus, holding up a Green card = "I agree / go with it / fine", Yellow card = "I'm not crazy about it but I can live with it" and Red card = "Absolutely not" (and all Reds had a chance to speak to the group to say why they disagreed, after which they could stay red (and the group had to recommend other approaches which would will Green/Yellow consensus) or change to Yellow (after having spoken and listened to responses to their concerns). I am SO grateful for this tool. We used it throughout this whole second weekend. When I explained the new Wall, people were very appreciative of all the work that went into making it manageable for this second weekend, but there was obviously still a lot of concern about a) what was going to happen with this information and b) why did people have to vote on categories (yellow) when they were still each so attached to their individual recommendations (white). Because we could not resolve this with group recommendations, I opened up the process. I invited all who wanted to stay after that evening's close to Open Space it -- to meet as a design group to rework the design of the next day together. At least 20 people (over a 5th of the participants) joined the design circle, which lasted three hours, up until midnight. It was a wonderful, exhausting, energizing, frustrating and illuminating process of everyone offering forth ideas, challenges, possible solutions, other ways of looking at those solutions, and hanging out with each other until we all felt we'd got the perfect design for the morning. Concerns included finding a convergence process that honored the work people had done, finding ways to ensure that recommendations would not be lost as proposals moved forward, and addressing participantsÂ’ needs to understand and feel included in the process. Not only did we get a great / better design out of it, but we got over 20 people fully engaged in the success of the design, and throughout the day they acted as co-facilitators ensuring the clarity and success of the process. Really a great addition. We had the group sticky-dot-vote on their top three (5 dots for one Critical Issue, 10 for the two others which had proportionally more recommendations / white papers) recommendations/strategies in each Issue area. After each Issue's vote we raised those top categories/yellows higher on the wall, celebrated, and then turned to the next wall. In this manner we narrowed it down in a reasonable manner where each participant felt s/he had at least made a statement about the recommendations they felt strongest about (whether or not it was a popular one). Participants commented that they felt listened to and validated and still able to accept the group's choice. We then broke into three groups, one convening at each Issue wall according to participants' passions. Each of these groups had 1 hour 15 minutes to agree through the consensus method on the categories/headings/yellows and recluster or rename anything they felt might make things clearer. They were also able to folk categories into one another, but not too much so as to dilute things. We reconvened. First Issue reported back, with time for clarification questions. When the whole group felt ready to vote (as indicated by the card consensus process), the musicians / liturgists read an opening reading (reminding participants that they are an advisory group and helping them let go after this process and let the next advisory group take what they've identified and continue refining it for the final written plan): Habakkuk 2:1-4 Then the LORD answered me and said, "Record the vision And inscribe {it} on tablets, That the one who reads it may run. "For the vision is yet for the appointed time; It hastens toward the goal and it will not fail. (excerpt) Then one of the priests would lead the group in a breathing chant to focus them. After a moment of reflection, they would all walk to the (one) wall and vote (having listened to their hearts / their intuition / to God to inform their choices). Then we would add up the numbers, move those issues upward on the walls, and announce the vote results. And then the musicians would lead us in a sung (very short) prayer of Alleluia. Next, the second Issue group would report, participants would ask clarification questions, we would be lead in a breathing prayer, we would vote, sing Alleluia, and so on, through all three Issues. What an amazing ritual / process that was, and totally perfect. There was a real feeling of celebration after each three 'yellows' for each three Issues was announced. It was hard fought for (the consensus process required true listening and true cooperation and it wasn't always easy) and just what we'd come together for. - - - - - The outcome and the closing - - - - - By about 3:00 we had done our work: we'd come up with 9 areas to include in the Planning process, each of which will be followed up with staffing, resources, communication and technical assistance training (in grantwriting, as the Diocese is offering $1 million of matching grants for proposals in these areas, and probably in Open Space facilitation training, so each of the 52 parishes can conduct its own OS process to fulfill it's objective under the plan. We put up butcher paper along one free wall for messages in an open letter to the Bishop (what could help ensure success for this plan) and we ended with a closing/Mass, with inspirational homilies about visioning, letting go, passing the good works onto the next group and knowing that the right thing will happen / spirit informed the process. As part of the gifting / missioning forth, the top Issues and categories were taken down off the wall during the Mass and presented physically to those who were in the next group to work on it. True celebration, and both a coming to center and a seeing you off back into the world as an agent of change. Of course, you were all in the room (and some of you, Chris Weaver, were sitting in the corner playing tunes on the concertina -- I only learned the first few notes of Ave Maria, myself...). Dear readers, you must be tired. Rest your eyes. Take care, Lisa -- L i s a H e f t Consultant, facilitator, educator Experiential learning and Open Space Technology 2325 Oregon Berkeley, California 94705-1106 USA (+01) 510 548-8449 www.openspaceworld.com * * ========================================================== osl...@listserv.boisestate.edu ------------------------------ To subscribe, unsubscribe, change your options, view the archives of osl...@listserv.boisestate.edu, Visit: http://listserv.boisestate.edu/archives/oslist.html