Hi Ilan –

My colleagues and I facilitate an Open Space event for our software users each 
year at our conference. We have as many as 1,000 people participating in the 
event with more than 150 discussion conveners.

We have found much success using a product called WebMerge (now Formstack 
Documents, I believe), which allows you to build a form for notes that are then 
saved as a standardized PDF document to a shared drive (we use Box but Dropbox 
or Google Drive integrations are available as well). This has worked really 
well – we then take the PDF’s and combine them into a master Book of 
Proceedings document which is distributed to our community. The form is simple:

·         Convener’s name and email

·         Scribe’s name and email (if applicable)

·         Session topic

·         Session date/time/circle

·         Names of participants

·         Session notes

An added benefit is we make fields available on the form where folks can upload 
pictures (e.g. a photo of a flipchart page from the discussion) that are then 
placed into the document automatically. We have actually strayed away from 
having people upload photos without first typing their notes, because we want 
the typed words in order to make the document more searchable. But if there is 
a drawing or something similar that needs to be captured then the image fields 
work great.

WebMerge is a paid product based on how many individual submissions you have, 
but we simply increase our plan for the month of the conference and then push 
it back down to a free plan for the rest of the year.

From a logistical standpoint, we publish a shortened URL to our attendees to 
encourage them to enter their notes. This URL is printed on the sheets of paper 
we leave in each discussion circle for note-taking, as well as on posters in 
the space. We still have laptops available in the News Room for people to type 
their notes in to the form right after their session, but we also allow them to 
take notes into the form “live” if they want, or take their written notes with 
them to submit later. We do a little bit of follow-up after the event and are 
usually able to publish proceedings within a month, with a majority of the 
sessions having at least some form of notes in the book.

Happy to answer any further questions about this.

Best,

-p.



[cid:[email protected]]


Patrick Schley
Support Escalation Specialist
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[email protected]<mailto:[email protected]>
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From: OSList <[email protected]> On Behalf Of Ilan 
Kirschenbaum via OSList
Sent: Monday, January 6, 2020 10:21 AM
To: [email protected]
Cc: Ilan Kirschenbaum <[email protected]>
Subject: [OSList] Recording Open Space notes from phone or tablet

Hi OSLISTers,

Happy to join here, happy to find new friends as well as familiar names from 
the agile scene :-)
I am also a student on Tova Averbuch's program (joining the recent spike in 
posts 😊)

I am toying with the idea of having a simple Google form that will 
auto-generate an Open Space summary to a Google Doc.
The idea is to enable participants to record notes close to their session when 
information is fresh, using ubiquitous technology.

I would like to probe your brains on this idea:
1. Have you had experience with a similar tool? What should I be careful of 
when implementing such a tool?
e.g Is there a good reason *not* to use Google Docs?

2. The implementation works best with a G-suite account, which enables the use 
of Google Docs Templates (not available on a free gmail account).
Do you see this as a problem?
My concern is that G-suite requires a special paid account - do you think this 
will be an obstacle?

3. In my silly question category:
I am preparing a guide to use G-suite + Zappier for this.
From you experience, will a typical OST organizer have access to people with 
skills to follow a procedure with some techy requirements?

4. I am holding back on a zap to automatically prepare the OST book with table 
of contents, etc.
My hunch tells me that it is better to manually review the summaries before 
binding them, and anyway, not all participants will use this automated option. 
I wish to avoid making the impression that once implemented this option is a 
requirement.
Any thoughts on this?

5. Finally, what other aspects should I think of to make such a tool more 
useful for OST-ers?

Many thanks,
Ilan

--
Ilan Kirschenbaum - Co-Founder & Agile coach At Practical Agile LTD.
Twitter: @kirschi_
Phone # +972-54-6620348
website: www.practical-agile.com<http://www.practical-agile.com/>

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