The A to Z of OD: O is for Open Space

According to Guy Browning in his wonderful book Office Politics: How work Really Works, “Conferences are the business equivalent of going for a curry, in that everyone thinks having one is a great idea, but you always end up drinking too much, talking rubbish and feeling sick for days afterwards. The biggest fear in the business world is having to make a speech at a conference. This is because generally you have nothing of interest to say and no one in the audience has the slightest interest in anything you have to say anyway. For example, when you are the IT director, it’s your job to make sure the IT works. If it does work, they know that already and if it doesn’t, they don’t want to hear your pathetic excuses.”

Why are conferences so bad?

Joking aside, a lot of conferences are bad. They are expensive to arrange and take people away from work. The benefits are often questionable as you get either expert content presented inexpertly – think of that dreaded feeling when the first slide containing too many bullet points appears – or entertaining presentations with little valuable content.

Delegates become distracted by their phones and pay little attention to the presenters, dipping in and out and kidding themselves they will read the material later. The most value is generally from the networking opportunities and side conversations in the bar.

Great conferences require delegate involvement and interesting content.

Open Space is an OD technique

Open Space technology was created by Harrison Owen in 1985 as a way of engaging a large group of people in discussing content related to a theme or issue. The technique is used by industry groups, communities of interest or for finding solutions to issues. Such conferences are particularly useful when you want to engage a large cross-section of people impacted by an issue by drawing out different views on the topic. These happenings might be referred to as Whole Systems Events.

These days, organisers of Open Space events often call them Unconferences – a term introduced in Silicon Valley in the late 1990s. Open Space and Unconferences are essentially the same thing. You may also come across them in different contexts labelled Accelerated Solutions Events, Design Sprints or Design Thinking Workshops.

What is Open space?

The crucial aspect of an Open Space event is that there is no agenda until the attendees turn up. This approach overcomes some of the issues with a traditional conference as it reduces costs, minimises centralised administration and often lowers or even removes fees for attending!

How does it work?

Self-organisation is key. You will need: a large conference area; several smaller meeting areas; a large blank agenda visible and accessible to everyone; and delegates with something to say!

The event starts with a facilitator inviting delegates to propose discussion topics. That person steps up and pitches their idea. The delegates demonstrate their approval, sometimes with a vote (show of hands or more often these days with a polling app such as Sli.do) or sometimes the facilitator will take on this role on the delegates’ behalf. If agreed, the presenter writes their topic on the agenda, scheduling it in one of the smaller meeting spaces and time slots available.

This continues until you have a full agenda with multiple sessions now scheduled to run concurrently… just like a regular conference, but with no fees paid to the speakers and a guarantee that the topics are of interest.

And then you can begin. Typically, delegates are invited to go wherever they feel they have something to learn or to contribute to a discussion. And they are invited to use the “Law of Two Feet”. This means they are free to wander in and out of sessions at will – should they feel they are neither learning nor contributing, then they obey the law and go somewhere else where they will.

At the end of each session, reflections, conclusions and actions are captured and shared back with all the delegates.

Good conference organisation often means doing less so your delegates do more. The result is a creative, collaborative conference with engaged and empowered delegates. This is no jolly out of the office to get your ticket punched!

And as Guy Browning reminds us, “[Well-organised meetings] are meetings for which you have to prepare, in which you have to work and after which you have to take action. Fortunately, these meetings are as rare as a sense of gay abandon in the finance department.”

OD Thought Leader: Eddie Obeng (b. 1959)

Eddie Obeng is a Professor at Henley Business School and the founder of his own virtual business school, Pentacle.

Obeng believes that somebody changed the rules of the world. At midnight about 20 years ago. He believes the real 21st Century (the ‘New World’) operates to a whole new set of rules and that we are responding to a fantasy version of the world that we learnt in the 20th Century (the ‘Old World’).

The argument goes something like this: the pace of change is ever-increasing. The amount of information available to us has increased exponentially. It is, for example, estimated that 50% of the information on the Internet was created in the last two years. By being connected to the Internet, we are effectively at the centre of a global corporation that we no longer understand.

In comparison to this explosive pace of change, the pace of learning is effectively flat. Consider the usefulness of a business plan covering the next five years against that context. It is worthless the instant it is approved, if not before.

The moment the pace of change exceeded the pace of learning is the moment we lost our grip on the reality of the New World. This happened at midnight about 20 years ago. And nobody noticed.

To combat this, Obeng believes we must exponentially accelerate our learning. Many organisations now say to their managers, “Innovate, be creative!” Yet they mean, “Do something quirky and fail and you’re fired.” He believes we must be allowed to fail faster – he calls it Smart Failure­ – and be rewarded for it.

Sure, if you know what to do and how to do it then you can’t afford to fail, and you should be fired! It’s like painting by numbers – not much opportunity for failure unless you’re incompetent.

However, change these days is about achieving things when you know neither what you’re doing nor how you’re going to do it. How could you know these things when you do not understand the New World? He calls this ‘foggy change’. It requires innovation, collaboration and Design Thinking. It requires organisations protect people by encouraging smart failure.

Or you could continue to respond as if it is still the 20th Century. Continue painting by numbers. It will keep you occupied for a while longer, but it will not create anything new or innovative.

Recommended reading: Obeng, Eddie (1995): All Change!: The Project Leader’s Secret Handbook, London, Pitman/Financial Times

Next time in the A to Z o OD: P is for Psychoanalysis

The A to Z of OD (Part III conclusion): C is for Change

Today, we finalise the letter C in our A to Z of OD.  We have seen C is for Culture, and C is for Creating the right Climate for Culture to Flourish.  Today, we consider the big one.  Today, we consider Change itself.  It is a huge topic and I have considered it from the perspective of OD as a humanistic, systemic approach to achieving sustainable change.

This post was in part inspired by my former colleague Francis Lake.  Francis is Head of OD at Clydesdale and Yorkshire Banking Group; he reminded me of the importance of the emotional response to change and the need to think long-term when planning change.

C is for Change

It strikes me, from my experience of facilitating transformational change in many different organisations, that change often appears to be driven from the ‘outside-in’.  Typically, this is in response to the external environment, economic considerations or technological developments.  This is clearly rational; however, it can lead to short-term changes being implemented that do not last long.

More sustainable, long-term change requires changing from the ‘inside-out’.  This requires consideration of the whole organisational system.  It starts by looking internally at how different parts of the organisation are aligned to meet its primary purpose (see the A to Z of OD Part I) against those external factors, i.e. understanding that the whole system includes the external stakeholders and operating environment.

Motivation

Earlier in Part III of the A to Z of OD, we explored culture and the importance of creating the right climate for culture to flourish.  There are three core factors that combine to motivate employees to take on change: feeling safe (adequate reward and psychological safety), social factors (working relationships and recognition) and self-actualising factors (autonomy and personal development).

As I outlined in The A to Z of OD: C is for Culture, managers’ and leaders’ behaviours – such as more participative management styles, colleague engagement, recognition and rewards and encouraging personal development – both enact and symbolise the culture by stimulating motivation so that organisations access discretionary effort from their workforce.

Past-Present-Future

That notwithstanding, people fear change.  They are apt at romantically reconstructing the past through rose-tinted spectacles, editing it to create myths of a glorious bygone age.  This is organisational nostalgia.

Organisational nostalgia is often at odds with the case for change, which is expressed optimistically, yet rationally, in formal business cases and enacted through tightly-controlled project disciplines.  This future-oriented approach explicitly hides emotions.  People get the message that emotions are bad; nostalgia is bad.  And like some movie of a dystopian future where the (emotional) humans battle against the (rational) machines, “Resistance is Futile!”

You can see how this might represent a major (psychological) problem.

By recognising both these opposing positions, I believe OD must build a case for change by taking a different perspective; revealing rather than denying the nostalgics’ stories from the emotional past, the reality of the present and the optimistic journey to the future.  This requires a process-centred approach to change, rather than a destination-focused project plan.

Outside-in vs inside-out

OD can:

  • Help individuals recognise and challenge their natural responses to change
  • Adopt a process-centred approach to change
  • Select a change strategy to promote motivation rather than tackle resistance
  • Tap into emotional nostalgia to better understand the past and how the organisation got to where it is today before visioning the future and how to get there.

This, I believe, is how long-term, sustainable change is delivered.

OD Thought Leader: Stephen R. Covey (1932 – 2012)

Based on his PhD research into world religions and other codes of practice throughout human history, Covey synthesised a list of seven habits that encourage people to live principled lives, and to choose to change from the inside-out rather than decide to change purely as a response to external influences.

The first three habits encourage people to move from being dependent to being independent: (1) be proactive, (2) begin with the end in mind and (3) put first things first.  The skills that underpin these three habits are often described in organisations as positive behaviours and offered as personal development interventions, i.e. (1) taking accountability, (2) aligning activity to an overall mission and (3) prioritising important work over work that is simply urgent.

The next three habits are about moving from independence to interdependence: (4) think ‘win-win’, (5) seek first to understand, then to be understood and (6) syergize.  These are often offered in OD as team development, e.g. (4) collaborative working, (5) coaching skills and (6) teamworking so that more can be achieved than working alone.

Habit 7, Sharpen the Saw, aims to promote the concept of continuous learning.  In OD, this aligns to the concept of the Learning Organisation.

Whilst written from the perspective of personal development, there is much to learn in Seven Habits from an organisation development perspective.  I particularly like the way Covey draws from fundamental principles of what is to be human as taught be elders throughout history, across the world, and makes it relevant to today’s organisational context.

Recommended reading: Covey, S. (2004). The Seven Habits of Highly Effective People. London, Simon & Schuster.

Next time: D is for Design

Tips to maintain your energy for change

I had the very great pleasure of working with a large group of CFOs this week, who are coping with some gnarly transformational changes in their organisations.  We were looking at how to lead change so that it sustains.  We were looking for tips to maintain your energy for change.

In one session, we considered how people move through the change curve – from everything being okay, through denial once a major change is announced, into a confused state as we work through what the change means for us and finally towards renewal.  This follows Claes Janssen’s simplified change (curve) model – the Four Rooms of Change – Contentment, Denial, Confusion, Renewal.

The four rooms of change

I invited the group to come up with their own words to define each of these ‘Rooms’ in which we live; each of these four states of mind.  States of mind that everyone goes through when working through change.  Here’s some of their thinking:

  • Contentment – confident, creative, cerebral, fun, sociable
  • Denial – stubborn, apathetic, intense
  • Confusion – unpredictable, lonely, narcissistic, moody
  • Renewal – individual, free-spirited, kind, enthusiastic, spiritual, rational

It strikes me that leading change starts on the inside.  We all react to change when it happens to us from the outside-in.  Learning to recognise our own emotional response means we can make more active choices in how to respond, rather than react.  How we can maintain our own energy for change, so we can help others cope with it too.  How we can internalise the change, so we work with it from the inside-out.  This, I believe, makes us better change leaders.

The way we are working is not working

It also reminds us of the words that describe working in different zones we operate in as described by Tony Schwartz in The Way We work Isn’t Working.  Schwartz suggests we work in one of four zones:

  • The Performance Zone, when our energy and activity is high, and we feel optimistic
  • The Survival Zone, when our energy and activity are high, but we are running around doing so much. In this Zone, our emotional state is negative, we become pessimistic about work, we retreat into silos, protecting ourselves from the outside world.  We are just about surviving
  • The Burnout Zone, when our energy drops too and it all becomes too much
  • The Recovery[1] Zone, when we find time to recover from the pressures of work, energy remains low (we are recovering after all), however we regain our optimism, and become ready to move back to the Performance Zone.

So, what?

I suspect these two models are saying very similar things.  Here they are overlaid onto one another:

When the pace of work and change becomes too much, our performance slips, we can find ourselves operating in the Survival Zone.  This is like the Room of Confusion, we might find ourselves feeling lonely or moody.  We may become narcissistic and unpredictable.  We might also stumble through the doorway to Room of Denial and become apathetic, appearing to others as stubborn or intense.  These are the signs we are moving towards the Burnout Zone.

The trick is to find ways to move freely between the Performance Zone and the Recovery Zone, so that we remain optimistic and enthusiastic, whilst slowing our energy and activity to recover, and then using our renewed energy to keep our performance high.

And so, the question becomes: what can you do to maintain your energy for change?  To find time in your routine to recover from the pressures of work – where the pace of change is ever-increasing – and keep your performance high?

Three tips to maintain your energy for change:

  1. Find your own words to describe the four Rooms or Zones. Then, notice when you are feeling that way, it is probably an indication you are already in that Zone, or moving towards it
  2. Work out what renews your energy – this might be mindful meditation, sport or exercise, social activities, hobbies or clubs. At work, it might simply be finding time to leave your desk and go for a walk or have your lunch with others away from the office.  It might be finding time to #JustBe.  Outside of work it might be reading, listening to or playing music, painting or simply have a long soak in a hot bath.  This tip helps you discover your own Recovery Zone.
  3. Mindfully choose to spend time in your Recovery Zone. Schedule it in your diary if needs be.  For example, I have time blocked out in my diary entitled #JustBe.

You might find you start to spot the signs of the Survival Zone or Burnout Zone in others.  If so, you might want to encourage them to think about their own Recovery Zone.  You should also find you can spot the signs of the Performance Zone or the Recovery Zone in others and choose to celebrate their achievement!

 

Jeremy J Lewis

Committed to making a difference in leading sustainable change

[1] Schwartz calls it the Renewal Zone.  I have changed the name so that it does not become confusing when comparing with the Four Rooms of Change model