Lisa,

This has been a good article, could you include this to the OS web page.

Funda 
  ----- Original Message ----- 
  From: Lisa Heft 
  To: [email protected] 
  Sent: Friday, September 16, 2005 10:52 PM
  Subject: Use of Wireless, wiki and other high-technology for documentation 
(long)


  Hello, dear colleagues -

   

  Thank you thank you for the thoughts you have shared regarding using 
different forms of technology for documenting Open Space discussions during an 
event.

   

  My own experiences reflect some of yours.  Here is a summary of what I am 
hearing from you plus what I have experienced.  I know that some of you may 
experience it differently or have found different ways of doing these things 
that also work.

   

  Posting Notes on the Wall

   

  I have found that it is important / ideal to post hard-copy (hand written or 
printed out from the Newsroom) session notes on the walls throughout the event. 
 No matter what the technology available.  Even *if* the final proceedings are 
to be posted on wiki or website.  This informs people throughout the day(s) as 
to what is happening in other groups - it seeds and pollinates what happens 
next, and next, and next.  Everyone has access to the wall (and everyone may 
NOT have access to a computer monitor).  In addition, this is a tangible 
measure of the work they are accomplishing as they are going along.  

   

  Posting notes on the wall also keeps transparency in all conversation - 
everyone can read everyone's words - you know who wrote them and who was there. 
 Also: reading online (in my observation) separates people (they sit and look 
at a screen).  Reading on the wall gathers people together for further 
conversations at the wall - and indeed this may be where their greatest work 
and richest conversations may occur.

   

  I feel reflection is a very useful part of a facilitated process.  So the 
wall is an additional way to help people reflect, read in silence, review, etc.

   

  Having a Physical Location for the Newsroom

   

  I agree with several of you who noted - there is a benefit to having a 
physical location for the Newsroom - it invites mutual assistance and 
camaraderie - it is incredibly useful for folks to help each other with 
notes-taking or transcribing.  When this step is eliminated through use of 
another technology (depending on how we decide to use that other technology) we 
could miss a lot of great conversations on what happened, how others see it, 
more memories triggered in the transcribing which allow someone to add a bit 
more to the notes, and so on.  And again, the power of reflection as someone 
inputs or adjusts their notes.

   

  Writing Those Discussion Notes

   

  I am one of those OS facilitators who actually invite notes-taker folks to 
*not* write just the summary points.  I actually recommend they *do* take 
running notes of the conversation.  I know that all of you do not feel/do the 
same.  However I have found that it is often the *un*-answered questions. the 
*un*-summarized bits of conversation that may give an outside reader (someone 
who was unable to attend that session) an incredible jewel of information and 
thought, sparking their interest in contacting members of that discussion group 
for further exploration.  In my experience, often it is *how* you got there 
that gets to the essence of something, not just the key points.

   

  Basic Information on Everyone's Session Notes

   

  No matter whether hand-written or via laptop, I think it is important to have 
every notes-taker include the same basic information in their notes (session 
title, convenor(s), notes-taker(s), other participants who attended, discussion 
notes).  This is important in tracking of notes and topics, documentation of 
who was present, and so on.  So even if multiple methods of documentation are 
used (such as a bank of computers + hard-copy notes-taker forms + some folks 
putting notes into their own laptops) we would want to figure out a way to give 
everyone the same template or post instructions clearly at each discussion area 
to remind folks of the components we're looking for.

   

  Newsroom Coordinator

   

  No matter which way one goes with technology decisions, I think it is very 
important for someone to coordinate and track the receiving and posting of 
discussion notes at the event (the Newsroom Coordinator).  And it is very 
useful to have the discussion notes gathered in one location - someone from a 
discussion group may want to add their notes to some already-entered notes on 
that topic later in the day or the next day. I find that posting notes 
immediately to a website or email list often posts the first version only, 
which is something to keep an eye on (noting a change and updating for the 
latest version). A Newsroom Coordinator (no matter what the technology) keeps a 
running list of what's coming in and where it's located, can help participants 
find these existing notes to update, ensure lastest postings (on wall and on 
wiki or website if used), and so on. The Newsroom Coordinator also helps 
construct the Book of Proceedings, either during the event itself or soon after 
(whatever is your preference / design decision).

   

  Access to Proceedings

   

  Thinking about how different people take in data in different ways, I would 
like there to be as part of the documentation design the ability (post-event or 
during-event) for anyone to easily print out a hard-copy version of the Book of 
Proceedings.  When I've constructed a book off wiki site notes, it has taken me 
a bit of time to cut and paste text and adjust the formatting a bit so my eye 
(and for other people for whom text is not their strongest way of taking in 
data) easily goes to session headings and contact list and such, and so there 
is pagination, table of contents for easily locating things, and so on.  Maybe 
others of you have found ways to assemble this off-the-wiki for 
hard-copy-or-Word-document Book of Proceedings more easily.

   

  People are each so different - reading notes on a screen is not so easy for 
everyone - and I'd hate to make the assumption --  even in a group of folks who 
are very high-tech -- that electronic-version-only serves every individual.  
Plus, eventually some folks want to send a book to a funder, or a colleague, or 
etc. - so I love offering the printed book option even if a lot of folks will 
be saving paper and sending around electronic versions.  In addition, as I 
understand it, some people go *to* websites for information and community, and 
some prefer to have the information *pushed* to them / to their inbox.  The 
proceedings, to me, should be distributed in a way that is accessible to all 
kinds of people.  So to me this would speak both to posting on the web and 
providing something like a Word document.

   

  High-Tech Always for High-Tech People?

   

  I agree with Larry's and Nancy's observation and some of you others have had 
that experience as well - often folks working in a high-tech environment for a 
living actually appreciate working in a low-tech way for a change.  It's like 
their bodies remember how it once was ( ;o)  .  Plus let's think of folks with 
different abilities and disabilities (learning and physical ones) and access / 
mobility - technology can really assist some people in this - but/and it also 
would be important for me to include options for folks who really like to write 
notes by hand, don't travel with laptops, take a while to process their 
thoughts as they write, and so on.  I always like to check my assumptions by 
assuming that there are folks in any group who aren't like the others in the 
group.

   

  Tech Used In A Way That Enhances

   

  So sometimes we work in zero tech environments, even in settings where people 
do not read. Sometimes we and our participants have access to tons of 
technology.  I guess the idea is to think of ways that our use of any 
technology enhances - does not lessen - face-to-face interactions, 
transparency, data made available to all during the process, spontaneous 
conversation areas in the room, and ability for anyone to read notes in a 
simple way that is accessible to each and every individual.

   

  Allowing for Multiple Technologies / Multiple Forms of Documentation

   

  As others have shared - it might be interesting to think of how technology is 
used in a way that might add dimensions to the co-documentation - such as 
digital photos, drawings made by people in a session on their hand-held devices 
or on paper that could be added into session notes on-site, mapping software, 
art and other multi-media materials / equipment available, electronic 
whiteboards that somehow could create an electronic copy.you all know more than 
I do about what's available out there.  As some others of you note - I think it 
is incredibly useful (if budget allows) to -- if this isn't the main way you 
are having people take notes -- still add a flipchart and markers to every 
discussion / breakout area for those people who want to think big and 
graphically as they talk.  Those flipcharts can be transcribed (if text) by 
someone in the group or a digital photo can be taken and added to the notes.  
(I know that flip charts cost money and renting stands for them can often cost 
high rental fees for groups with small budgets operating in some hotel and 
retreat sites).  And I would like there to also be a way to include spontaneous 
documentation of the experience that did not happen in a discussion - such as 
someone drawing a picture or scribbling out a poem during the event - so 
perhaps if there is technology these can be scanned or photographed - in low 
tech environments they just go up on the wall.

   

  Love This Conversation

   

  Oh.  Not much more to write here, and if you've read this far, you need a 
rest!  Thanks for all your ideas - you have really helped me inform this host 
team about possibilities, opportunities, things to keep in mind as together we 
make our choices in the design of and preparation for this event.


  I am so lucky to have you all,

   

  Lisa

   

  ___________________________

  L i s a   H e f t

  Consultant, Facilitator, Educator

  O p e n i n g  S p a c e

  2325 Oregon

  Berkeley, California

  94705-1106   USA

  +01 510 548-8449

  [email protected]

  www.openingspace.net 

   

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