Organising a participatory event

Card's author : Outils-réseaux Vincent Tardieu
Card's type of licence : Creative Commons BY-SA
Description :

Facilitation to boost face-to-face participation and cooperation

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Putting democratic dialogue and participatory democracy (PD) into practice is something we learn!
Nothing is innate or given in advance to make it easy living in a group. Even in groups that are sensitive to these issues.
In general terms, to get along together, participatory democracy requires a real investment of early-stage group meetings, taking into account the stages before the meetings as a moment that is just as important as the meeting itself, and the moments after the meeting.
The aim of this initiative is also not to limit PD to the phases before and after the meeting itself, when organisers will not take the time to foster participation and get the largest number of people engaged. This obviously leads to frustration…
Accepting to take some time and energy during all stages and steps in a collective discussion does not mean “losing time” but gaining time for a collective reflection.
Finally, too often we use these participatory procedures to deal with “hot topics” when we really haven't learnt anything. Participation and cooperation require a specific training that should be separated from their operational use even at risk of hearing "I had already warned you that participation doesn't work"...

1. Before a meeting...

It is always wise to start this "training" in PD with a simple action, in a way that isn't too “engaging” -disturbing. Just a quick try, to see how it works… A good way of getting a feeling of the virtues and demands of PD, and of not going too far and then having to go back to practices without much democracy. We will work on generating “small irreversible experiences”

Ex.1 Many small steps yield big results

Let's imagine a situation with a one-day seminar on “preserving biodiversity in agricultural practices”, for which each potential participant can refer to a website presenting the global aims of the meeting, its dates and venue, etc. to the organisers.
This introduction to PD could start by asking each person that has registered for the event a few additional questions to their information. For example:
  • the three key words you associate with the word agriculture (free or from a list)
  • the same for the word biodiversity
  • two bibliographical references that you would recommend on these two topics
  • etc...
This brief personal questionnaire will be given to every new person that registers some weeks before the seminar, and the answers given by each participant will be posted on-line with the possibility of replying or commenting on each one.
If there is no website for the seminar, this PD process could be started by a round at the start of the seminar asking these same questions. This would be an introduction that would be more original than saying “I am Mr. XX and I do this or that in life…”. Right from the start, this round of presentations, allows diving into the topic with everyone participating.
It also allows, through these collective references that are in the process of being made, or through this bibliography, creating a common good that is useful to all and free.

Ex.2 You have been tagged

  • In order to better engage participants in a meeting it is especially interesting that each of them can be geo-referenced and discover common grounds, friends or shared acquaintances, etc. Especially in a seminar with dozens of people who do not know each other very well.

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Doing this is easy: the same procedure will be used for the Internet option and for the brief personal questionnaire, asking each participant to indicate on a French administrative map or a different one (templates are available on-line) their place of residence and/or work, depending on the nature of the meeting.
When there isn't a seminar website, we can get an IGN or Michelin map and post it by the entrance of the seminar room together with coloured push-pins so that everyone can give their location, and also with paper strips where everyone can write their name (and an telephone number or email address). In cases where a photograph is required for registration, this could even be used in a small version placing it next to the location...
  • Depending on the meeting, it would also be possible to do the same using a map of the structures and organizations at the seminar; this would allow everyone to know who is there and who isn't, the structures of the organization's boards that are there, etc… We could also add a blank sheet next to the map to explain the acronyms of each organization to the others…
  • And finally, it would also be possible to add a geo-theme to the geo-reference. For example, for the topics of the seminar mentioned above, there could be a chart with questions and key words for reflection that would be suggested for a collective discussion. By clicking on one or other of these, participants could indicate which of them are of a special interest. It is also good to leave one or more empty boxes so that anyone can add other themes and questions that were left out by the organisers. This mapping can be done either on the Internet, before the seminar takes place, or by the entrance to the seminar room on a physical board on the wall.
This mapping is an excellent way of generating collective reactions, discussions and reflections even before the seminar starts!
It is even possible to take this exercise one step further by allowing participants to add a brief note or information to complement their position, on the internet or on the physical board.
  • The same idea can be used with a "search notice": a chart on the Internet that could then be printed and posted by the entrance to the seminar room, where everyone could write “I am looking for information on the performance of RCW techniques (Ramial Chipped Wood) to preserve the biodiversity of earth organisms” or “I wonder if agri-environmental measures discussed in the framework of the CAP (Common Agricultural Policy) integrate the establishment of apiculture set-aside areas?” etc. Each participant would add a telephone number or email address to their question so that, before or after the seminar, others can (continue to) answer the question.

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A small and intelligent internet sheet (that can easily be printed and posted on a wall) would allow people to post replies below the question or request so that everyone could see them (together with contact information). This is part of the collective reflection process and also allows anyone who has posted a question on the “search notice” to go back home after the seminar with the contact information for the people with whom he or she may continue discussing the matter.
It would be appropriate to ask each author of a “search notice” to give the group a summarised feedback on the answers received, at the end of the seminar or via Internet some days later.

Ex. 3 On the use of cooperative tools

Within the framework of an internet network that organises meetings or information exchanges, we could add a series of very simple yet extremely useful tools, such as a shared calendar so that everyone can visualise the group activities and meetings and also make suggestions for activities in an available slot, thus avoiding overlapping emails and leaving people out of participating.
Whatever the content of these maps and charts, the organisers of a seminar should make sure they mark on the physical map or chart that is posted by the entrance to the seminar room all the location points, mappings, search notices, etc. sent by participants via the Internet.
These on-line tools (surveys, calendars, etc.) can be managed by modules and access to their parameters allows giving them a format and modifying them. A preliminary discussion on these points is therefore required in a group.
It's clear, then: To start, some time and space is required for this dialogue between participants to take place, and planning for this dialogue to continue after the meeting.

2. During the meeting...

After the preliminary stages, let's move into the real PD!
The facilitator of the meeting will have a strong interest in gathering the “materials” with comments and questions obtained during the preparatory stages to feed and start the group work and discussions, avoid starting a discussion with a big blank board, don't hesitate to write down even a few key words, even controversial ones…This is excellent to get people talking!
Also, in a general way, here are two procedures that encourage participants to wake up to participation during the whole seminar, other than using buckets of cold water, swearwords and kicking their rear ends, of course!

  • 1. Tell participants that all presentations (refer to point 3), power point and others, will be available on-line some days or weeks after the seminar. This is to avoid people using their time to compulsively take notes during the presentations and stop listening to the content!
Keeping the minutes of the seminar (including the discussions) can also be done on-line to make the seminar last longer with an audio or audiovisual recording of the seminar –or a part of it– depending on the available means, that can then be posted on the website.

  • 2. The facilitator will make recaps as often as possible during the seminar, almost in real-time depending on the nature and complexity of discussions and the IT means available (i.e. screen projector with Freemind software), all to get people to engage further, to listen, reflect and discuss rather than writing down the words of others.
The facilitator will really be doing the facilitation then… These regular recaps can also feed into the discussions in workshops after an initial plenary session. It could also be useful to use a tool such as Etherpad so that participants can draft the minutes of the seminar between several people, a small irreversible cooperation experience.
Recaps can also be done by others, especially in workshops, taking notes (or using Freemind) so that the feedback can really be discussed before going back to the plenary room. This recap work can be made easier by handing out forms specially designed for this (by the organisers and facilitator) to the people in charge of the recaps.

This recap work entails a prior discussion on the focus that organisers expect from the sessions and workshops.
And instead of preparing the recaps and conclusions beforehand, even before the seminar takes place - a big classic in international meetings! - it will be important for organisers and facilitators to discuss the focuses of the sessions and workshops during the preparatory stage of the meeting. These focuses can also be suggested in advance to registered participants of a seminar, meaning they are posted on-line before the seminar takes place. Like this they can be changed by participants before and during the seminar.

This procedure:
  • will largely facilitate global recaps of the seminar,
  • will favour a more democratic preparation than usual,
  • and will ensure a reasonable rhythm to communicate the recaps after the seminar.
The exercise of placing a series of simple questions by the entrance to the seminar room to be answered during a round of presentations (when presenting each of the concepts or items, for example) and then asking the same questions again at the end of the seminar, is a very good way of getting a collective assessment of the path followed and the usefulness of the seminar.
This exercise can be particularly useful for the organisers of a seminar or the host organisation, who can then keep track of the work accomplished. These preliminary and posterior stages can also be done through the seminar's website. It can be modulated in thousands of ways and allows keeping a record of some collective progresses.
In this same sense, it is also possible to share the answers to the questions asked on-line so that they can then be added to and re-formulated live, collectively. This ensures a continuity between the phases of the seminar and justifies the efforts made by those who took the time to participate on this on-line game.
In order to encourage opinions and questions, even if people don't like talking much and are not used to speaking in public, we can suggest using “question or comment cards” (just a few lines).
They will be distributed at the entrance to the seminar room, several copies. Once they have been completed, they can then be put into a box during the seminar (organisers shall have to empty this box for questions and comments regularly) or given to the facilitator during a session.

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The facilitator can then group several of the questions and comments before the feedback and answer them live.
If there is not enough time for this, questions and comments can be posted on-line to extend the discussion even beyond the end of the seminar. This could lead to Creating discussion forums
Another possible solution is for the facilitator to group the questions and comments by topic and then go to a resource person to communicate them to this person: this resource person then takes the time to answer these questions and comments publicly on the Internet.
It is also possible to imagine this person giving the answers to the facilitator who will then read them out in a public session or post them on-line. This solution using the facilitator has the advantage of being synthetic -where a “specialist” would probably delay the answers - but it multiplies the number of intermediaries…and carries the risk of losing information and quality along the way.
Developing role-play. We are mentioning this here, but it deserves a much larger explanation further on. Role-play can be an excellent way of making ideas, reflections and behaviours surface; also to overcome conflicts, express things that go untold, etc. There is a large variety or role-play exercises and techniques for this. They are very useful as long as the facilitator really masters them and is able to coordinate it; the facilitator must then analyse the role-play and then give a public summary of them.

3. After the meeting the discussions go on!

One of the first discussions the facilitator will have with the seminar organisers -and they will have with the guest speakers- has to do with the status of the documents and presentations (PP or others) of guest speakers. More specifically, they will discuss the level of dissemination before and after the seminar. This point is extremely important and relates to the question on access to and dissemination of information and data contained in these presentations.
Today, a broad discussion has started in different media on free access to information in all its forms. And the definition of the different access status (licence) is suggested under the concept of Creative Commons to which we adhere. These different licences turn information into a common good, a private good, a private but collective good, a common good subject to certain conditions (being quoted, only for reading, for reading and modification, that may be used commercially but with no appropriation, etc.) For further information, visit the site http://fr.creativecommons.org/
To summarise: data, information and documents presented during this seminar may be disseminated outside the meeting, especially via the seminar's website, in several ways:
  • guest speakers may publish a summary or a presentation that is drafted specifically for public dissemination (a presentation that is reviewed and watered down in some of the elements deemed confidential);
  • they may accept on-line publication but only for the participants in the seminar (access in this case is granted by providing participants with a username and password);
  • they may accept on-line publication for all, both participants in the seminar and people visiting the website;
  • they may refuse to publish their presentation on-line. In this case there are two options: either the organisers who will have talked to the guest speaker to discuss a rule for dissemination beforehand withdraw the speaker from the list; or they go with the speaker's decision with a smile on their face…
Whatever the case may be, publishing documents and presentations on-line must, in all cases, be done after the seminar, in the days following. Otherwise, the dynamic created during the seminar is interrupted and participants who had accepted to drop their pens and listen to the presentations more actively will feel frustrated. Therefore, the task of publishing on-line must be planned by the organizers so that it really is done as part of the process.

Authors : Association Outils-Réseaux, Vincent Tardieu
Illustration credits under creativecommons: by Moustic 2011 - by Ultimcodex - by Moustic 2011 - by Outils-Réseaux - by Zerojay