Dear AI, World Cafe and Open Space Friends,
I'm deeply appreciative of the input I received from our communities regarding my query below. As promised, I have compiled all the responses in the order in which they were received. I have gotten a copy of Roberta's Rules of Order and it looks promising, although it is designed to work with small nonprofit groups and my situation involves thousands. What's especially cool about Roberta's Rules of Order is that it "attempts to codify a chaordic meeting method" that balances chaos and order. And author, Alice Collier Cochran's intention in developing Roberta's Rules was to bring forward "methods that are: * Less formal (Robert is a first name; Robert was Henry Robert's last name) * More feminine (but not just for women) with a softer tone and nonmilitary language * More flexible (so that you can customize them to fit your organization's culture)" Right up our alley! Thanks for the generative conversation. Warm regards from cloudy Phoenix, Christine Christine Whitney Sanchez CWS - Collaborative Wisdom & Strategy 2717 E. Mountain Sky Avenue Phoenix, AZ 85048-8990 480.759.0262 www.christinewhitneysanchez.com <http://www.christinewhitneysanchez.com/> _____ (My original query) Hi All, I'm in conversation with a large membership organization about using participatory methods at their delegate convention. For the past 50 conventions they have used Robert's Rules of Order for their decision making. They fully realize just how tedious and antiquated a process that is and they are eager to open the dialogue during the business meeting. But they are understandably concerned about the impact of engaging in high engagement processes such as AI Interviews, World Cafe discussions and Open Space Technology meetings and then switching to something so linear and formal as Robert's Rules for voting on the proposals before the delegate body. I'm hoping for stories of membership organizations that have successfully used something other than Robert's Rules as the decision making process. I've just begun checking into Roberta's Rules of Order and would welcome those examples, as well. Thanks in advance for any examples. I will compile the results and feed them back. Warmly from cooling Phoenix, Christine Christine Whitney Sanchez CWS - Collaborative Wisdom & Strategy 2717 E. Mountain Sky Avenue Phoenix, AZ 85048-8990 480.759.0262 <outbind://163/www.christinewhitneysanchez.com> www.christinewhitneysanchez.com <http://www.christinewhitneysanchez.com/> _____ FROM THE APPRECIATIVE INQUIRY LISTSERVE You may know this book, if you don't order Roberta's Rules of Order! Billie T. Alban 400 Seabury Drive Bloomfield, CT 06002 Phone: 860-242-9662 Fax: 860-243-0622 Cell: 203-770-6911 <mailto:alb...@aol.com> alb...@aol.com Christine, Robert's Rules of Order by my recollection, does seem to focus on order more than on decision making. It is possible that some alternative voting methods may be needed? What if you replaced the voting with a consensus tool. Fist of Five comes to mind. This is a discription of the technique from the web http://www.freechild.org/Firestarter/Fist2Five.htm . This allows you to keep the assembly focused using Robert's Rules. Nancy Heinsz <mailto:n.hei...@sbcglobal.net> n.hei...@sbcglobal.net I spent many years working organizationally with Will Schutz (FIRO B). When we wanted to ensure consensus in the group, we used the power of YES. The process was elegantly simple: If people agreed to support the decision they would say 'yes' NOT okay or sure or yeah. It had to be yes. Any other word meant they were not totally in agreement to support the decision. If they said NO or any of the other conflicted words, the group would stop and listen to their concerns. By the end of the process, which sometimes would require checking agreement a few times around the circle, all had been heard and were in agreement. I did not experience a stalemate in all the times I used this process. It made decision execution very smooth. Gail <mailto:gailkel...@cox.net> gailkel...@cox.net Sociocratic Decision Making can be a good alternative to Robert's Rules. It bears some similarity to Roberta's Rules, but is more formalized and also more consensus-based (yet very efficient). It was developed to be used within a Sociocratic organizational structure, but I've found it can stand alone as a decision-making process. Alice Leibowitz <mailto:al...@insightunlimited.org> al...@insightunlimited.org _____ FROM THE OPEN SPACE LISTSERVE Hi Christine: It is my understanding that Robert's Rules is for use to conduct a meeting, i.e., protocols of when to vote, what kind of vote is required, etc. The application of the rule in its true form or on occasion to varying degrees, is traditionally done at Board of Education or Town council meeting. Absent following Roberts Rules, it can lead to legal problems or the threat of litigation. In my experience in education, I have always had a lawyer in attendance at our Broad of Education meetings. Actually when I was in a large school district (4,000 kids) , we had two lawyers at our meeting as one was general council and the other was a contract specialist. Between utilization of Robert's rules and the lawyer(s) we still had people getting warned about "the law" or what they can and can not say in public. The utilization of high engagement program to come to an agreement would, in my opinion, mitigate problems at a BoE meeting as the processes you describe involves people. Having folk involved in a process, come to consensus and then present it to a Board Of Education is always effective. To pass a school budget, we involve people in the process and it yields positive results. Each serves a purpose, in my opinion. After dealing with 1M law suits for not following Robert's rules, I have quickly gained an appreciation of when it should and could be used. Thanks Mario C. Barbiere <mailto:drmcb...@aol.com> drmcb...@aol.com Hi Christine, Many organizations are mandated through their constitution to use Robert's Rules for their decision making. I have found that Robert's Rules can be a lot more "pleasant" and workable when they are not being used too strictly. For example, it is often a lot easier to discuss an issue, come to a decision (by whatever means you choose), and then craft the resolution to be voted on. If most people already agree on the resolution then there shouldn't really be any more discussion and voting will just be a formality. This is process that I see most of the time. Occasionally, I see some chair who wants to do Robert's Rules "properly" (i.e. no discussion before the resolutions is been tabled) making the meeting dreadful. In most membership organizations, very few decisions will ever be legally tested but on certain times you need to be a 100% sure that you are following whatever decision making rule you are supposed. An example of this could be a budget. But again, you can have discussed the budget before the formal resolution is made. I once sat in on a church meeting where the congregation had to make rather fundamental decision for the future. I was shocked to see that the meeting chair started (after a prayer, of course) with reading the resolution which ended up being the final decision. All that people could do was to speak for or against the resolution. Did not seem very Christian to me. What I am very interested in hearing, is if someone has managed to mix in some of the processes you mention into a Robert's Rules meeting. I am not sure how to do this myself because they are so different. It would feel more natural a more structure but collaborative process than the ones you mentioned On option would be to divide the meeting in two and have the first part a more open dialogue (using your process if choice) and follow that with a more formal meeting. Or if it is a long meeting (1 day or more), you could have a break in the middle for an open dialogue. It all depend on what they want with the dialogue. Hope this is some help. Bui <mailto:b...@buildconsensus.ca> b...@buildconsensus.ca I have never had any problem with Roberts Rules so long as it was understood what they were good for. And that is not decision making. It is the formalization of decisions that have already been made even if the votes have not been counted. Actually the best and most actionable decisions are usually those that never come to a vote. The issue is simply resolved in the course of community conversation. Which brings me to Open Space. As we all know, OS is a wonderful way to hold a community conversation which leads to resolution and action. If formalization is required, so be it and bring on the Roberts Rules. Harrison <mailto:hho...@verizon.net> hho...@verizon.net I guess my response was kind of cryptic. What I meant to say was that on several occasions (precisely when and where now clouded in the great cloud of unknowing) I worked with large groups that had good luck with doing an Open Space on their future and when it came to convergence/action, part of the assignment was to determine whether there was any necessity for formal action. If so, the group had the responsibility of formulating the appropriate motion which was presented to the whole group in a separate (and very short) formal session at the end of the affair. Discussion and argument was quite limited if only because there had been a lot of that during the OS. Harrison <mailto:hho...@verizon.net> hho...@verizon.net FROM THE WORLD CAFÉ LISTSERVE Hi all, You may want to contact Chris Bui, who works with a very effective and simple "keypad" technology to take people's ideas coming out of participatory engagement approaches like World Cafe and helps the harvesting and "convergence" process happen in a much more "open" and lively way than Robert's Rules of Order (and it's quick!) I've just experienced it in a trans partisan dialogue across political divides and I think it has a lot to offer to our own thinking, at least in the World Cafe community, about taking our normal harvesting process to another level that is both clear and actionable and can easily be used to construct subsequent Open Space style conversations (in a more organized way) as well as other action planning modalities. I've copied Chris on this e-mail so you and he can be in touch. Warmly, Juanita Christine -- This is an area I am really interested in. A statewide group I worked with in Texas took a few steps into an approach based on the "reality dialog" in future search as a way to "do business" as an organization. The shift here is from focusing on what decisions need to be made and how to make those decision to where the common ground is and how we want to act on that common ground. In fact, taking up new ways of thinking about action, can call into question all kinds of assumptions regarding what a decision is and why or if we even need this concept. It is also related to how we define concepts like "implementation," "sustainability" and "success" and how we evaluate outcomes. These are issues deliberative bodies using ROR are generally helpless around. We are so used to a set of conventional assumptions in the arena of "decisionmaking." assumptions which seldom get surfaced or questioned, that we typically fall into established patterns in these areas. It often seems like Roberts Rules of Order "works best." This is not surprising, since many of our ideas about what decision making is were defined by Roberts Rules of Order in the first place. If we can step back and take a fresh look at what it means for a group of people to come together and act effectively together, a much richer horizon makes itself visible. This is pretty much new territory, though, in my experience, there is much rich ground to till here and much wisdom already in existence which can be harvested from the fruits of that labor. Among other things, I would trust that there are new possibilities and see what you can discover along with your clients. It may be" inquiry" more than "decisions" that is needed. Ask questions like: What are we trying to do here (really!)? What would feel right? How would the world be different if we succeeded? Anyone know how to make that happen? Who needs to be involved in what we do and in figuring out what that is? How can we include them in the conversation? How can we act to make our work and lives meaningful and achieve the goals we want to achieve? What are the elements that support meaningful and effective action? How have we achieved those things in the past? (What do we already know) You know, just simple things like that . . . --Kenoli PS -- If they are determined to use Roberts Rules of Order, give them an experience first where they work together as a group to generate a common vision they all feel passionate about. They will then figure out themselves how to use Roberts Rules of Order to accomplish that vision. There are a log of ways of doing that, World Cafe, future search, dynamic facilitation and others. (They may even come up with another way to make decisions themselves.) * * ========================================================== osl...@listserv.boisestate.edu ------------------------------ To subscribe, unsubscribe, change your options, view the archives of osl...@listserv.boisestate.edu: http://listserv.boisestate.edu/archives/oslist.html To learn about OpenSpaceEmailLists and OSLIST FAQs: http://www.openspaceworld.org/oslist