Friday, December 28, 2018

The Pros and Cons of Open Discussion

For most groups, open discussion (where people speak to the topic whenever they're ready) is the default choice for how to work a topic. That said, familiarity is not destiny, and there are a number of format choices extant. Good facilitators, in my view, need a working knowledge of at least a half dozen to be able to consistently deliver solid meetings, and to accurately pair formats with needs.

Despite its being the default format—which means it's relied on heavily in some groups—I've observed that many groups struggle to realize the potential of open discussion, and dissatisfaction with this plenary experience has motivated some to try something more structured and more diffused (where more heavy lifting is attempted in small groups or committees). Instead of running the risk of throwing the baby out with the bath water, however, I want to take a close look at why and how to improve open discussions, which is a format I believe offers a number important advantages—as well as liabilities.

For the purposes of this essay, let's consider open discussion in the context of a plenary of 20+ participants.

Pros
• It tends to be quick. You can get a lot of information and viewpoints out on the table in a short amount of time. While consensus (and other forms of inclusive decision-making) protect the right of participants to give relevant input on all topics, the truth is, it is rarely necessary for everyone to speak in order to get all input expressed. (Rounds, for example, do a terrific job of protecting everyone's chance at the mic, yet can be incredibly boring as later speakers have little to offer that's new, yet use their time to say it anyway.)
• It's great at flushing out the diversity of views (so long as strong speakers are not allowed to dominate or intimidate) where it can be digested and weighed in the context of the whole group (it's not the same thing to aggregate small group output, where people are hearing summary reports, but not receiving the full presentations). When views are shared in plenary, everyone gets a chance at the information at the same time—all from the horse's mouth and with full affect.
• If the group is facile at working with differences (warning: this is a mature skill; new groups typically struggle with this and so do green facilitators) even a large breadth of opinion can be handled expeditiously.
• It is possible to build cohesive energy when work is accomplished in plenary that is not available as the sum of committee work. If you were in the room and the outcome reflects your input, the buy-in (and therefore the implementation) is noticeably enhanced.

Cons
• It favors those who are quicker to formulate their thoughts.
• It favors those who are more comfortable speaking in a large group.
• If the group is unsure of its footing in working emotionally, it favors the emotional demonstrative.
• Because open discussion in larger numbers is both more free wheeling (read chaotic) and can result in more balls being in the air, it calls for a higher level of skill to manage. This is a tough format for beginning facilitators to master.
• There will tend to be a wider range of participant familiarity and comfort with the topic—simply because there are voices in play. In consequence, it can be tricky getting the unfamiliar up to speed without experiencing chafing among the more clued in. Also, some participants may be uncomfortable with a topic that others are eager to explore and the facilitator may have a pacing issue accommodating both subgroups.

Taken all together, this is obviously not a simple calculus, and should make clear why it's a good idea to rotate formats. It's not a good idea to always use open discussions, and not a good idea to never use open discussions.

Tools
Now let's get into the trenches and try to demystify how to get the most out of open discussions. Here are a double handful of specific skills that the facilitator will be glad to have mastered. (To be fair, these are skills that will be beneficial in a wide variety of situations, yet they'll be especially helpful when facilitating open discussions.)

1.  Knowing how to focus the conversation, so that you can guide the group productively and will be in position to redirect those who try (inadvertently or purposefully) to steer things in a different direction.

2.  Having a good idea about how to contain (I did not say "gag") those who tend to speak a lot or whose contributions tend to result in others being quiet (perhaps because they don't want to risk voicing a differing view that might place them in that person's cross hairs; perhaps because they don't think they can speak as eloquently or persuasively and are afraid of sounding stupid). If left unmonitored, the 15-20% of members who eat the mic will take up more than 50% of the air time, which is dangerously unbalanced.

3.  The ability to accurately and even-handedly summarize the conversation every 6-8 speakers. This does a number of things: a) keeps everyone on the same page; b) cuts down on repetition (if a point of view is in the summary it doesn't need to be said again); c) gives the group a sense of progress; and d) helps people focus on what's missing (what hasn't been said yet).

4.  The ability to notice and bring to the group's attention when body language is not aligned with statements—signaling that something is off. While you may not know what it means, it's worth exploring.

5.  Being able to quickly and accurately distinguish signal from noise, noting which threads are worthy of including in a summary of product, and which comments don't need to be highlighted. While it turns out that only a small number of contributions are original and insightful, you need to be diligent about capturing them.

6.  Being light enough on your feet to sense when a tangent is powerful and timely enough to justify suspending the approved agenda to follow.

7.  Being skilled at seeing common ground among viewpoints that can serve as the basis for a balanced solution. Oftentimes the facilitator is the first to see the way through a complex issue, merely because good facilitators look for agreement before looking for differences—a skill that is glaringly underdeveloped in our culture.

8.  Being willing and able to sensitively name strong feelings and interrupt attacks whenever they occur. Of course, this work will be significantly aided by a group agreement to work emotionally, but the facilitator should attempt this even without such an agreement, because of how powerful it can be to accept a wider range of relevant information (embracing emotional knowing) and to calm potentially troubled waters.

9. Knowing how to structure the conversation so that the group agrees on what a solution needs to address before attempts are made to craft one. (Hint: if your first plenary consideration of an issue begins with a statement of the problem and the presentation of proposed solution, then you've already placed the cart before the horse. Oops!)

10. Being diligent about making sure that the plenary is only engaging on matters worthy of its attention and that details that fall below that standard are promptly delegated to managers or committees.

• • •
While this essay doesn't provide a foolproof screen for when to use open discussion to examine issues, it hopefully gives you a richer sense of its potential and the facilitative tools that are needed to get good results. 

May your meetings be frutiful.

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