Lessons Learned from a Statewide Gathering of NCDD Members in VA

On November 19th, Nancy Gansneder at the Weldon Cooper Center for Public Service at the University of Virginia and I teamed up to host a 3-hour gathering and knowledge exchange for Virginians working in the fields of dialogue and deliberation. The event was held at UVA in Charlottesville, VA.

Weldon Cooper Center for Public Service      National Coalition for Dialogue and Deliberation

We’re posting the lessons we learned here for others who might be interested in hosting their own in-person gatherings in their state.

Outcomes

The results were good: 19 in-person attendees, 26 others who registered and indicated their availability for alternate days, sufficient interest to continue hosting statewide gatherings like this every six months, and one of the participants stepped up as the next organizer (success!!). There was consensus within the group that we should request a state-based email discussion list, hosted by NCDD; Sandy is setting this up for us.

Breakout Sessions Proposed during our Meeting

20131119_134109

  • How to bring in reluctant stakeholders?
  • What is a good “hook” to interest participants in dialogues?
  • What has failed miserably?
  • How to go from dialogue & deliberation to advocacy and long term maintenance of solutions?
  • Collaborative learning in dialogue and deliberation
  • What affect do modern communications platforms have on D&D?
  • Engaging the under-engaged
  • How to work with 2 or more communities with different identities when resources are limited and a the problem/solution involves both of them
  • Getting diversity at the table
  • Creative diversity in the community
  • Hosting dialogues with open topics
  • Who does and who should pay for D&D?
  • What does success look like?
  • General logistics and planning tips
  • Forums on mental health
  • Making the case for investment in process from within a government organization

Here’s What’s Needed to Make this Happen in Your State

  • One self-starter to get the ball rolling
  • A co-organizer to bounce ideas off (you can find this person with the initial invitation email)
  • A venue that can hold the participants (20-30 people is a great turnout); universities are a great place to start looking.
  • The NCDD Member Map and Member Directory will help you know who is in your area.
  • Office supplies (name tags, sharpies, pens, scrap paper, large notepads to brainstorm breakout sessions topics, and anything else you might find useful)
  • Funds for lunch or snacks/coffee for an afternoon meeting (we coordinated with Sandy Heierbacher prior to the event to secure $250 from NCDD for lunch; alternatively, you could charge $10 or $20 or ask a local organization to sponsor)
  • Basic familiarity with Google Docs, Excel, and Eventbrite.

Pointers for Setting Up a Statewide Gathering, Step by Step

  • Two months prior to the event: Create the invitation (2 hours)
    • Copy & paste email addresses from NCDD members in your state from the member map or directory into an email, or request a member chart from your state from Joy.
    • Draft the body of the initial invitation email (use this previous example as a starting point).  The purpose is to gauge interest, to find a co-organizer that has a venue, and to receive suggestions.
    • Let NCDD know what you’re planning, and have Joy send you some NCDD postcards to hand out and perhaps other materials that are available.
  • Collect feedback from invitees when they respond via email.  Decide whether or not to go forward.  Choose 3-4 dates that work for both organizers (1 hour)
  • The organizer with the venue reserves the space (0.5 hours)
  • One month prior to the event:
    • Set up the document for the meeting notes (see this template for meeting notes that you can copy) prior to sending out the invitation. (1 hour)
    • Create the Eventbrite invitation; see this previous example (there are probably several online tools that you can use for invitations, but Eventbrite seems to be one of the best invitation tools for free events).  Be sure to create a custom multiple-choice question for invitees to indicate which of the 3-4 possible dates you are offering is best for them (in Eventbrite after you create the event, this is under “Manage” and then “Order Form” and scroll down to “Add Question”.  Example text for the question: “Which days can you attend from 11am-2pm? Please choose all that apply.”). (2 hours)
    • Announce the event on the NCDD main discussion list and/or this blog (1 hour)
    • Ask Sandy Heierbacher to forward the invitation by email to all NCDD contacts (members and others) in your state with a note of support. (0.5 hours)
  • One week prior to the event: Pre-order lunch (0.5 hours).
  • Day of the event:
    • Print out the list of attendees so you can take attendance (from Eventbrite you can download attendees in an Excel file by going to “Manage” and then “Event Reports”).
    • Show up 1-2 hours early to verify that the furniture is arranged how you want it (1.5 hours).  It was important that the tables and chairs were mobile.  During the opening plenary discussion, chairs were oriented toward the center of the room.  We moved to small-group circles when the breakout sessions began.
  • After the Event: Write up a blog post detailing what went well and what could be improved (1.5 hours).  Clean up the Excel file of attendee contact information and distribute it to the attendees (if they requested it) and send it to NCDD to help them get a sense of the energy for these regional events (1.5 hours).

General Suggestions and Lessons Learned

20131119_123603

  • Greet each individual at the door to create a welcoming environment.
  • Set ground rules for the event when it begins.  For example, “If you don’t want something in the notes, please state that it is off the record.”
  • 11am-2pm was convenient for people who had to drive a long distance.  Some drove 2.5 hours each way.
  • With a group size of 20, we had breakout groups ranging from 2-8 people in size.  We had 4 separate small-group discussions during the breakouts on 3 different topics + 1 “open topic”.
  • During the plenary session we dove right into proposing breakout session topics.  Often the group picked up the topic for a moment and people built on each other’s ideas and the framing of the problem.  We didn’t interrupt when there was energy around any particular topic.
  • Keeping everything on time was important so that people could get back on the road for their long drives.  Rather than coming up with a perfect solution for grouping the breakout topics or allowing for a full-blown open space process for selecting the breakouts (there were more than we had time to discuss), instead we told participants, “Given that you see all these topics on the board and that we want to do this as efficiently as possible, we’re going to choose topics in the following manner.  If you are moved to host a topic, stand up, announce it and move to a corner of the room.  You will be the facilitator; it’s a group discussion rather than a presentation.  We’ll choose 4 breakout sessions in this manner right now and we’ll choose a few of the ones which will take place after lunch.  If you want to propose combining two topics in a session, please make the suggestion to the person who stepped forward to facilitate that topic.” After all, the group only needs to choose 6-8 topics, so this doesn’t need to be much more complicated than this.  In a three-hour workshop, time goes quickly, and if sessions are 30 or 45 minutes each, then it’s important to minimize this “process overhead” as much as possible without causing the participants to feel rushed.  Have fun with it!!
  • Give “5 min” notice with a piece of paper so that you don’t have to verbally interrupt the groups.
  • Rather than herding everyone towards lunch at the same time, let people flow through the lunch area organically after their breakout session comes to a natural conclusion; if they keep talking and they see everyone else with lunch, they’ll get the idea that lunch is served and they’ll be able to make the call as to whether they should continue speaking or finish the conversation and eat.  Some breakout sessions might reconvene informally through lunch.
  • Folks at our event took the stairs to get lunch and brought it back downstairs to continue the meeting; this enabled the participants to mingle.  The second breakout session began while some folks were still eating/drinking; they brought their food with them, and there was no problem.
  • If the breakout sessions run longer than expected (we blocked off 30 minutes per breakout, but there was energy for 40 minutes), then be prepare to have a shorter closing plenary discussion.  We chose to have a 20 minute closing and that worked for us.  The group came to consensus quickly about the need for requesting that NCDD set up an email discussion so that we can continue to stay in touch, and everyone was happy to have the organizers release their contact information to the other participants.
  • During sessions, recommend but do not require folks to take notes during their session.  If they don’t want to write them on the doc themselves, offer to transcribe the notes for them onto the meeting notes (in our template for meeting notes, we used a Google doc that anyone can edit).
  • Be sure to thank the host and any sponsors of the event at the closing plenary.  It can’t happen without them!

Of course, these are just methods that worked for us in Virginia, and we welcome your suggestions for improvement in the comments below.

2013 Gathering of Dialogue and Deliberation Practitioners in Virginia

Nancy Gansneder at the Weldon Cooper Center for Public Service at the University of Virginia and Lucas Cioffi, board member for the National Coalition for Dialogue and Deliberation, have teamed up to host a 3-hour gathering and knowledge exchange for Virginians working in the fields of dialogue and deliberation, and… you’re invited!!

Weldon Cooper Center for Public Service      National Coalition for Dialogue and Deliberation      

RSVP here by October 27th: https://www.eventbrite.com/event/8882256067

Purpose: This will be a fun and productive opportunity for us to connect with and share lessons learned with others doing great work in the region.

Agenda: All participants will have a chance to choose which topics we discuss. We will have a mixture of large-group discussions and small-group breakouts to cover the topics that everyone is interested in.

Time: 11am-2pm (lunch provided by the National Coalition for Dialogue and Deliberation, and everyone is welcome to stay after the program to continue their conversations)

Date: November 7, 8, 12, 14, or 19 — you indicate which day you are available when you sign up; we’ll choose the one date that works for the most people, with a minimum of 10 people.

Location: Charlottesville, VA (specific location at the University of Virginia is TBA)

Cost: Free

RSVP here by October 27th: https://www.eventbrite.com/event/8882256067

Important: Please feel free to extend this invitation to others who may not have received it!

Next Coffee Hour Call is at 8pm this Thursday

Last week’s coffee hour was great, with just a handful of people we compiled a great list of resources and notes (these useful notes are also pasted below).

Whether or not you have participated in past coffee hour calls, your feedback on improving the design is welcome through this survey.  If you are interested in participating on this week’s call, please add your name to the collaborative notes page for the September 19th call.

When: 8pm EST (new time) on Thursday, September 19, 2013

Dial-in number: 1-213-342-3000 Access code: 444839 (hasn’t changed since week 2)

Agenda:

5 min - Small talk as we wait for everyone to join the call.

5 min- Very brief intros (Name, organization, and location in one sentence.  The question/topic that you’d like to discuss on the call in one sentence, if any.)

50 min- Free form discussion.  I’ll provide very light facilitation to periodically bring up the questions that the group raised at the beginning of the call.  If there are late-comers, I’ll ask them to introduce themselves when the conversation comes to a natural break.


NOTES FROM SEPTEMBER 12 COFFEE HOUR (link)

Question: What form could an international online dialog event take in the future if it was at sufficient scale to affect the international political conversation about a situation like the present one in Syria?  I recognize that the moment for something like this has passed, now that the world is primarily talking about diplomacy and non-military options, thankfully. (Lucas Cioffi)

  • Answer: Perhaps these are some elements of a solution here: It would have to be large enough so that everyday citizens from various countries thought that the outcome is representative of their views.  It would have to have multiple ways for people to participate, because people are busy and are available at different times of the day; some people are very passionate about particular issues, so they might have lots of time to participate, however people with limited time should still be able to participate in a meaningful way– i.e. it shouldn’t be a “tyranny of the minority that has lots of time on their hands”. (Lucas Cioffi).
    • There are several online tools also working on other ways to mitigate the “tyranny of the minority that has lots of time on their hands”  (Bentley)
  • Answer: What about forming a community of interest that allows for sharing of data, questions, criteria for making decisions at data.gov? Communities of interest can be critical to the solution, and Data.gov is a great example of how these communities of interest are collaborating.  This helps get past they cynicism that people may have about government-initiated dialogue events.  Existing communities of interest generally have momentum and legitimacy.  Exploring the interrelationships between multiple communities is essential to solving inter-disciplinary problems.  (Sarah)
  • Answer: Look at what the World Bank did in getting a discussion started about poverty: http://blogs.worldbank.org/category/tags/poverty (perhaps this is a better link: https://strikingpoverty.worldbank.org/ which was shared by NCDD member Tiago Peixoto who organized this at the World Bank)  How to get one started about peace and security that is hosted by an entity also keyed into the formal decisionmaking process?
  • Answer: The online space should allow for digressions into many sub topics as necessary. One of the challenges is that issues like this are very complex and currently even threaded discussions get confusing after several levels and multiple threads can be on the same topic. This challenge is currently being tackled in several experimental online tools. (Bentley)
  • Comment: Having large numbers of people on an online tool quickly seems to get out of hand (i.e. newspaper comments).  Large numbers of people do need to participate for credibility/legitimacy but that brings up the problem of structure needed for better participation.  (Bentley)
  • Comment: Integration of in-person and online is necessary, because if something was filmed either live or recorded, it would seem much more “real” and can make it into mainstream TV news.  (Lucas)
  • Comment: Need the analogy of a mute button for online dialogue for moderating the discussion.  Also, http://join.me is a great tool for screen sharing with a free option.  The easier the platform, the better the participation.  (Steve)
  • Follow-up question: What organization(s) could host something like this?  How can Americans hear about something like this and believe that it is worth their time? (Lucas)
    • Answer: There needs to be a way for people to find out about public participation opportunities in general– in addition to this large-scale use case.  Once the data for public notices is made available by local governments (coming soon, it seems) then the app ecosystem can take over and app developers can take the initiative and create apps to notify citizens.  (Steve)
    • Answer: It helps if the government says officially “we want to hear from you” or if there is a process for taking the outcomes through an official channel for action in government.  That’s what I’ve noticed at the state and local level in MA.  Skepticism of the public is high, so it’s a barrier to overcome– people may not think that the process is worthwhile. (Courtney)
    • Answer: It can’t seem like a pre-determined outcome; there has to be an expectation that the conversations are open to new ideas.  (Steve)
    • The Manor Labs model which used Spigit was great both at allowing the public to raise issues and at informing the public of what others thought and fiscal or other data driven realities.  So a model with both dialogue, ways of weighting issues an concerns, and moving certain input on for public decision, or returning it to the public with an explanation of why it wasn’t advancing (by posted video after deliberations by dept heads) is a model that might be adaptable.
    • Some system of identifying an issue/question with the corresponding level on the IAP2 Spectrum of Public Participation would be one way of letting the public know the type of dialogue they were in.

Question: What are some of the alternatives to “town hall” meetings that are being effectively used to engage citizens in conjunction with more formal government decisionmaking processes? (Sarah Read)

  • Answer: Here’s an answer about what doesn’t work… Telephone townhalls (link to a Google search on the topic) seems to be a weak substitution for the in-person event for a few reasons: 1) they are quite expensive– around $3000 for a 90 minute call to auto-dial perhaps 10,000 residents of an area 2) they do not allow for dialogue; they are very similar to press conferences where residents get to ask the questions, however there’s a statistically low chance that any one individual would have an opportunity to get their question asked and 3) the format takes the form of leader at a podium rather than participants around small group tables having a discussion, however if MaestroConference was used, an organizer/facilitator can have a much more dialogic & participatory event.  (Lucas Cioffi)
  • Yet that is a format many seem comfortable with and suspicious of actual dialogue: http://www.deliberative-democracy.net/index.php?option=com_content&view=article&id=176:bridging-the-gap-between-public-officials-and-the-public&catid=47:contributions&Itemid=89  And that is a question – how to help elected officials become more comfortable with more productive dialogue models
  • Answer: I’ve seen some different formats used at the state and local level for public officials to engage the public around a project for which they need public input or engagement. Usually these meetings are heavily facilitated (by a third party) and the officials make it clear from the start the purpose of the meeting and what they will do with public input. Or, they take a different direction and allow for the public to primarily engage with one another, with the public officials present and listening. (Courtney)
  • I agree that facilitation, pre-planning, and a clear link to what comes next (even if its more dialogue) all help dialogue!

Question: What is the difference between buy-in and ownership? (David Plouffe) Clarification (Lucas Cioffi): what is the context for this question– are we talking about ownership of a solution that comes out of a dialogue event?

  • Answer: One can buy-in without owning, right? For instance, members of a working group can buy-in to a decided action/next step, but they don’t have to own it – perhaps there is a convenor who owns it (Courtney)
  • Answer: Buy-in can be translated as showing up with some belief that the process will make a difference; ownership means being willing to be responsible for keeping it productive, following through in some way, and showing up again
  • Answer: Buy in can mean will allow the result. Ownership implies a co-creator in the results.

Question: What are some effective ways to handle an unruly participant at a town hall meeting? (Lucas Cioffi)

  • Answer: A lot of this comes down to how the meeting is structured, and how the process and ground rules are outlined at the outset of the meeting. If participants are provided the ground rules and explained the process outright, then those who are not acting in accordance with the rules/process can be reminded of that and there is a bit of pressure from the group (If we can abide, you can abide). There are tools too that can help – taking comments in multiple formats, to allow for more collection of input (e.g. written and spoken input), or focusing the meeting on dialogue in smaller groups, rather than in the larger setting (where there is usually more observed posturing). I took part in a public meeting where following a presentation from state agency staff, the public was invited into small group dialogues to raise questions, concerns, and exchange information that would be shared with the agency. Agency staff also roamed the room and listened in, were available to answer questions. Following, at the request of some members of the public, a more traditional “listening” session was held, where members of the public had two minutes at the microphone. Many people left at that point, because they felt they had been heard. That also quieted the more disruptive people, who no longer had the audience they wanted. (Courtney)
  • Answer: Structuring the participation as small-group discussion rather than audience vs. podium increases peer-to-peer pressure for civil behavior by creating a sense that the space is shared and by communicating from the outset that this is a place for dialogue and solutions rather than just complaints.  (Lucas)
  • Reviewing at the outset “guidelines for discussion” and asking participants if they agree to follow or have proposed additions or concerns, makes it much easier to refer troublesome participants to more civil behaviors.  And something else that I find really helps – if someone is venting (sincerely, not just to disrupt) it can very steadying to say something like “that is clearly very upsetting to you, and makes it difficult to discuss calmly. [Value/concern] is very important to you”.  Once people feel accepted they can often listen and participate more effectively.

Question: Does anyone know of any measurement/assessment tools for classroom deliberations, particularly around STEM (Science, Technology, Engineering, and Math) topics? (Sara Drury)

Question: What online tools are in use by NCDD member? (Bentley)

  • Answer: NCDD members compiled this list of four dozen tools in use by NCDD members in 2010, but there is certainly room for updating that list or improving it by displaying it in a new format.
  • Answer: ICMA.org has a knowledge network related to local gov and some dialogue (Sarah Read)
  • Answer: Two sites that publish useful studies about online platforms that government entities can use for collaboration include the IBM Business of Government site, and the Knight Commission site which focuses on the information needs of communities in a democracy.
  • Answer: ParticipateDB
  • Answer: http://commons.codeforamerica.org/apps has nearly 700 tools for public engagement, and they are categorized.
  • Comment from several folks: Know where you’re starting and what goals you want to achieve, because one can get misguided if they have a tool and are looking for ways to apply it.  The better way is to choose a tool after deciding on the session’s desired purpose (e.g., informational, discussional, etc.)..

Question: Is there anything like a recipe book that can help pretty much anyone become a good facilitator with online tools?  How does one know where to start? (Stephen)

Connecting our dialogue and deliberation processes to governance

CoffeeHour-mug-logoOur weekly Coffee Hour calls on Thursdays from 12-1pm EDT have ranged from 6-12 people, and the conversation has been quite stimulating.

Usually all topics are welcome.  In light of the situation in Syria, the theme for this week’s Coffee Hour is “Connecting our Dialogue and Deliberation Processes to Governance (i.e our elected representatives).”

Here is the link to past notes and the easy instructions for participating.

I’d like to see this piece of NCDD’s infrastructure grow into something even more exciting and collaborative.  If you have thoughts or suggestions about it, please do reach me at lucas@athenabridge.com or in the comments below.

Announcing NCDD Coffee Hour: Thursdays @ 12pm EST

Join us this Thursday for NCDD’s first “Coffee Hour.”  These informal one-hour calls will give NCDD members an opportunity to connect with each other, bring up challenges they’re facing in their work, and who knows what else… we’ll see!  This is the start of an 8-week experiment to see if regular open-topic conference calls are useful to our members.

I believe that if we open up some informal space on a weekly basis for us to connect with each other, we’ll be pleasantly surprised by what happens.  As interest grows from week to week, we can improve the design.

CoffeeHour-mug-logoWhen: Each Thursday at 12pm EST
Dial-in number: (605) 715-4920
Access code: 616033

What to bring:
1. Bring your own topic related to dialogue/deliberation such as new insights you’ve gained or challenges that you’re facing where you would like the input from others on the call.
2. Mug of coffee or tea :)

Timeline:
5 min - Small talk as we wait for everyone to join the call.
5 min- Very brief intros (Name, organization, and location in one sentence.  The question/topic that you’d like to discuss on the call in one sentence, if any.)
50 min- Free form discussion.  I’ll provide very light facilitation to periodically bring up the questions that the group raised at the beginning of the call.  If there are late-comers, I’ll ask them to introduce themselves when the conversation comes to a natural break.

Notes:
1. The minimalist design is intentional (i.e. no pre-set agenda, minimal planning, easily facilitated by other community members in the future) so that this can be self-organizing and sustainable community infrastructure for the long haul.
2. You are welcome to add your name to the list of participants on the collaborative notes page so others have an idea of who will attend.

Let’s have some fun!