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These are the proceedings from meetings of the Open Space Institute.
  • Meeting Date: 16 Jun 2013

    June, 2013 Board Notes

     

    Meeting held June 17, 2013:

    Present: Suzanne, David, Doug, Harold, Tricia, Karen, Jasmina.

    1.5 minutes of silence.

    Checkins.

    Conversation was had around the finances for WOSonOS in Florida. OSI-US served as fiscal agent, collecting funds and disbursing as needed. Final figures will take a while to complete, and at this time it looks to be pretty much of a break even for the host team. There were large contributions in kind from the University of South Florida, by Lisa Heft and Diane Gibault and Suzanne Daigle, and many others.

    Conversation was had around whether to adopt a board resolution fixing the board size at 15 in accord with the Bylaws. No action was taken.

    Annual Ask letter was the next subject of conversation. Suzanne volunteered to take a look at the letter a few weeks from now. One suggestion was that in addition to reporting what we have done, to also include our intentions.

    One of the prospective board members reflected that this meeting was a lot of housekeeping and that it would be nice to hear about priorities for the next year or two. There ensued a conversation about some things we wanted to do: bring OS to underserved communities; help with Ning support and blend that and OSlist together; consider the future of OS beyond HO. Tricia offered to convene a small group consideration of one or more things in our "Things to Consider" Bin. Jasmina suggested researching why OST works, and how to integrate Scrum and Agile into OST.

    The next meeting is July 15.

    The meeting concluded with checkouts.

    Notes prepared by Doug.

     

  • Meeting Date: 20 May 2013

    The Board of the Open Space Institute met face to face the day after the World Open Space on Open Space, 2013, at the home of Suzanne Daigle.

    In attendance- Suzanne Daigle, Harold Shinsato, Chuni Li, Douglas Germann

    We generated an agenda of the following items which were combined - and dot voted. The number of *'s indicates the number of votes.

    • ****Board Membership Invite Process - Harold&Karen / How to On Board Members - Chuni
    • ***Open Space Manifest-ing - Harold
    • **Create financial Value Add Sustainability for OST Work - Suzanne
    • **Supporting WOSonOS 2014, '15, '15, etc. - Harold
    • **How to Break Through Universities? - Chuni
    • **Use Scrum LeanKit for Transparency & Shared Learning on OUR OSI-US Projects - Suzanne
    • *English Imperialism - Harold
    • *Post WOSonOS Reporting $, Transparency - Suzanne
    • *Annual Ask Letter - Harold
    • Bigger Vision Big Inclusion World Wide - Suzanne / OSI Elevator Speech - Harold
    • Ongoing Groups (Open Space Institutes) World Wide - Karen
    • Supporting USFSP Students (especially Aaron) for Online OSonOS - Harold
    • OST Wikipedia Cleanup - Harold
    • Moving Into Deeper Open Space "WE" - Harold
    • OSList + NING - evolve unified experience - Harold
    • Much Much Better Website - Harold / Website OS Multiple Audience Appeal - Suzanne
    • Consciousness tapping "Higher" levels & wisdom as board, as OS community, as world, as ... "Multiple ways of knowing" - Karen
    • Imaginal Cells - Butterflies - Harold
    • How to Hold Space for Open Space? - Harold
    • Supporting Personal Practice - Harold
    • Open Space Institutes a Joke (Chaos/Order)? - Harold
    • Edge Walking Sisters/Brothers - Doug / Scrum-Agile-Kanban Alliance with Open Space - Suzanne / Effectively Integrate Scrum/Agile into OST - Chuni
    • Technology & OS Conversations liek David & Tricia - Suzanne
    • OS(T) Future without Harrison Owen - Karen
    • Open Space Elders, History, Library Archives - Harold
    • Board Bailiwiks - Doug
    • Invite Worker Bee Guests on Work Projects - Recognition - Suzanne
    • "Recognition" of OS members for - Karen
       
  • Meeting Date: 14 Apr 2013

    Present: Suzanne, Karen, Doug, Harold, Chuni

    Start time 5:30 pm EDT

    Started with 2 minutes of silence, followed by checkins.

    Harold facilitated the meeting and was Bin Gardener; Doug took notes.

    The Board unanimously voted for, invited, and welcomed Linda Stevenson as our newest board member.

    The Treasurer reported that we have approximately $9,351.75 + 607.06 in our treasury, of which we owe the 2013 WOSonOS team approximately $5,897.72, leaving us with a net treasury of about $4,061.09.

    The Board examined and considered a request from Haiti Partners to assist three of its OST practitioners to attend this year's WOSonOS in Florida. The Board agreed to provide funding to Haiti Partners of $1,500.00 for the purpose of helping one or more to attend.

    The Treasurer reported some glitches with Bank of America getting pass through funds to reimburse Suzanne Daigle and Diane Gibeault for their efforts for a training. The Treasurer will continue to work on this.

    The Board meeting in Florida will be somewhere in the St. Pete environs, at a place to be determined by our President.

    The official annual membership meeting will be held sometime during WOSonOS, at a session to be hosted by our Treasurer. In advance of this Harold will prepare our annual letter to members, requesting donations and inviting people to the annual meeting.

    The meeting concluded with a lively conversation around the infrastructure for OST and ways to spread OST, with an emphasis on technological means.

    End time: 7:30 pm EDT.

  • Meeting Date: 15 Jul 2012

     Open Space Institute – US (OSI-US)

    Meeting July 16, 2012 – 5:30 to 6:35 EST

    Attending:  Douglas Germann, Karen Davis, Suzanne Daigle, Chuni Li and Sharon Joy Chao

    Note taker: Suzanne Daigle

    The meeting then began with a few moments of silence followed by brief individual check-ins.

    The group reviewed items in the bin and focused on the following items:

    1.       Annual legal filingas a non-profit entity filing will be done by Suzanne Daigle; Peggy Holman will provide a note authorizing her to file in the State of Washington where we are incorporated.  The Board also authorized Suzanne to complete this filing on behalf of the board. This will be completed by July 20th 2012 to meeting the end of July deadline. The treasurer will reimburse Suzanne for the $10 annual fee.
     

    2.       Access to OSI Site for New Board Members: A bin item was added requesting  that Phelim give access to Chuni and Sharon to our Basecamp Board site;  another request was added asking if Harold could update the OSI US website with the names of the new Board members and changes at the executive level.
     

    3.       Guidelines on the Minutes: A brief discussion took place regarding the minutes of our meeting and how detailed they should be. Doug and Karen provided a bit of history and context to this topic while specifying that the past need not dictate the future. It was agreed that items of a personal nature such as what gets discussed during the individual check-ins at the start of our meeting (more related to relationship building) would not be included.  Typical meeting minutes will serve to document highlights, decisions, progress on projects and on occasion a summary of detailed discussions based on relevance and interest to our broader public community.  If certain items are considered to be more personal in nature while also relevant, the practice would be to review with members prior to posting.
     

    4.       Future projects: A brief discussion took place for us to open space at a future OSI US meeting to identify projects that we may be passionate about and where we want to focus our attention in the upcoming year.  As has been the practice, projects will always tie to what individuals may have an interest in or be energized by.  

    ·         In the past, Christine Whitney Sanchez led discussions with Suzanne and Ed around the topic of providing information to corporate and government groups who want to know more about Open Space described in a language that is familiar to them with a focus on outcomes and typical results from the Open Space Technology process.  The goal had been to make something available on the Open Space website that clients from these cohort groups could refer to.  Chuni mentions that business groups typically look for results-oriented concise language.  This remains a topic of interest to be pursued.

    ·         Karen indicated energy around an initiative that would invite dialogue among the various Open Space Institutes around the world. This too will be a focus during the upcoming year.

    ·         Suzanne expressed a keen interest for OSI US to consider hosting informal conversations similar to what was done at our General Annual meeting at the end of 2011.  We would plan to experiment with Maestro Conference using Suzanne’s account building on a model that was used by Suzanne and Elaine Hansen on a virtual Open Space experiment around Brené Brown’s work called The Global Conversation.
     

    The next meeting is scheduled for August 20, 2012 - third Monday of the month (starting at 5:30 pm EST)

     

  • Meeting Date: 18 Jun 2012

     Open Space Institute – US (OSI-US)

    Meeting June 18, 2012 – 5:30 to 6:45 EST

    Attending:  Peggy Holman, Christine Whitney Sanchez, Harold Shinsato, Douglas Germann, Karen Davis, Ed Laboy, Suzanne Daigle, Chuni Li and Sharon Joy Chao

    Primary Note Taker:  Harold (assisted by Suzanne)

    OSI - Special invitation had been extended to our Emeritus Board members Peggy, Christine and Lisa with a message that they would always have a standing invitation to attend our regular meeting and retreats.
    We also wished a warm welcome to our new Board members Chuni Li of New Jersey and Sharon Joy Chao of Manila in the Philippines.

    The meeting then began with a moment of silence and our habitual check-ins.

    The group then took the opportunity to share on the following question as a way of getting to know each other through this transition on the board and to capture a bit of the history:

    “How did open space come into your lives?”

    Doug - I ran into it when I was program chair for a statewide organization.  The speakers for the upcoming month had to cancel because of a family emergency.  I had heard from someone that there was a weird way to have a meeting with no agenda.  Thought it would be a good thing and found it was called Open Space Technology.  I was given several documents via email about it and got him in touch with Michael Hermann and there was a guy named Albert in Indianapolis where his meeting was going to be held. When I read the Users’ Guide, why wouldn't it work? Why would anyone see it otherwise?  I had done circle work in different organizations and found it to be quite effective. And found it to be a natural thing. I did my first city-wide thing on the anniversary of 9/11.  That would have been 2001-2002 when I really found it and attended a whole bunch of different places and thought it was the way we should organize everything from cities and towns.  It turned my  life inside out.  I really enjoyed it. Doug then asks a question of Peggy:  “When you started this thing (Open Space Institute), where did you think you would be in 2012 with this organization?”

    Peggy – Regarding the formation of the OSI:  I ran into open space in 1993/94 doing some work with USWest around the question:  “What does it mean to be a learning organization?”  Peter Senge's book had just come out a year or two before. I was an internal consultant tasked with finding what was the leading edge of learning organizations and bring these insights into the company.  Until then I had been involved in the area of quality. I talked to a friend of mine in Denver about the Organization Systems Program in Antioch in Seattle. She said “You might be interested in this thing that we just did in school.” She referred me to a three-page article in the Training magazine.  I picked up the phone and called Harrison.  I talked to him about doing an Open Space Meeting on the subject of learning - one of the first Open Space meetings was done in Goa India around the topic of business learning.  So we started talking about the possibility of doing Open Space at US West. In the meantime, one of the business units had a flood in Arizona. Someone at US West who was Union and doing OD kinds of stuff and working with management in AZ on major outages had convinced the company to use Open Space.  I went to a workshop in New York and experienced my first Open Space. I ran a 2.5 Open Space with 200 network technicians. I saw that the needs of individuals and the organization could both be met. I had to learn more. It profoundly changed what I did. I realized I didn't have to take responsibility for others experience.  It changed the way I worked. That was about 1994.  Somewhere in the summer of 1996, Harrison was on one of his world tours as a book came out and he came to Seattle. There were about 10 of us in a meeting. Harrison had stopped in Toronto on his way and Seattle was his next stop. He proposed the Open Space Institute as a research institute to help clarify the efficacy of OST, this “strange thing”.  In essence, he wanted to make the research case, to make the case to tell its story. He had done the same thing in Toronto so these two different groups (Canada and US) declared the Open Space Institute alive and well.  We decided to create a 501(c)(3). The cost was about $700.  We each put in $70 and that was the seed money to start the Institute. It took a different direction than what Harrison had envisioned it being a research organization. The last OSonOS that Harrison hosted, the 3rd being in Washington D.C.  There was also Australia with Brian Bainbridge. We had 3 Institutes (Canada, US and Australia). And we did an Open Space on what we wanted from an Open Space Institute. Three things emerged: People said they wanted mentoring and being mentored. It would also be a place for learning and researching and offering mutual support and connectedness.  I wanted a place to send my friends to –a hearth fire. As the idea of an Institute, I always thought of it as having potential energy with the capacity as a tiny placeholder that could involve thousands of people around the world. There was a need to unleash all that potential energy. Back in the beginnings when we were forming, I didn't think that far out (in answer to Doug’s question) , but I  did imagine that we would have members actively engaged and this being a place for sharing stories, for spreading the understanding about Open Space, and frankly doing research - which was something we never managed to get launched.

    Christine - I discovered open space through girls’ clubs many years before I discovered the actual form of Open Space. I was trying Open Structure and in grad schools had lots of things to choose from. As I was mulling around trying things, I did not know self-organization back then, saw a pilot program called self-structure. We created a few givens for the kids and they structured their own program. I was in a group counseling class. I got my husband involved.  It was some time after that I discovered the form of Open Space. At an OD meeting, I heard people making comments about an Open Space type thing. I was curious, got the book and two weeks later, I facilitated my first open space. It was 1997.

    Harold – My first open space like experience was the rainbow gathering in 1996, and I go regularly. The Rainbow Gathering started in 1972 as a peace gathering after Woodstock for folks who wanted to be for peace rather than against war. It was a music festival with 25 to 30,000 people. It's self-organizing with no formal leadership, and the event just comes together with many diverse elements to pray for peace. I then heard about something inspired by Harrison Owen. I had been interested in meetings not constrained by hierarchy (Bar Camp and UnConference). I first was exposed to the ideas of Harrison Owen indirectly through the technology world when I heard about FooCamp and then BarCamp. At the 2006 JavaOne conference in San Francisco, there was an unconference track that Kaliya Hamlin was hired to lead, and Kaliya told me the real thing was Open Space Technology. She invited me to her Internet Identity Workshop, where she introduced me to Lisa Heft who dazzled me with her slides and stories of open space around the world, including Israelis and Palestinians. It blew me away! That led me to take her workshop a few months later, and then to hold my first open space for my work colleagues in San Jose at Business Objects in 2007, and then five annual Missoula BarCamp's since then. I have since attended many OS meetings in the technology world. Also participated in Peggy’s “Journalism Matters”; I saw how the format can be spiced up with a bit more structure. I keep falling in love with Open Space more and more.  I met Harrison in Seattle at the Leadership in a Self-Organizing World event. It’s where I first met Peggy and Suzanne and other world class facilitators. There is something ancient, organic about Open Space. It works well for emergence. I saw that with high tech. It has been wonderful watching the leadership evolved in the high tech world. Later I was invited to join the board. I found the group to be so human, to see that something so amazing is being held by mortals, to see people doing this work and seeing how beautiful it is much like poetry, science and spirit. It's been a life changing experience and I hope to live more and more in Open Space.

    Karen –For me, it’s as if I was in Open Space from the time I came out of the womb. It was some point in the early 80's that I invited Harrison to present at an OD network regional event.  I don't remember the topic.  It was when he was thinking about other ways of organizing conferences and doing things. He was planning to do something in Tarrytown  around organizational transformational. I knew that is where I was supposed to be. There was something about martinis and coffee breaks. 

    In the 90's with Harrison and Devorah Gilbert we hosted our first Open Space four day program for facilitating OS.  One of my colleagues commented then that there was some theory behind the way that I functioned. There was some rationale now, a model. (in others words meaning that Karen has been living Open Space throughout her life).Anyway she's been involved forever and always will be. For her it was a gradual and progressive thing. I became more and more convinced about Open Space even if it's not called OST, convinced about leaders/non-leadersholding space for people, with people taking responsibility and acting on what they care about. That’s what Open Space is about

    Suzanne - I was introduced at an Art of Hosting event in Florida. It was just a little sampling. It’s what triggered me to know more and to get to understand this. I attended  Open Space training in Ottawa with Diane Gibeault.  I invited two colleagues from our company NuFocus to come with me.  I immediately saw how powerful the process was. It brought everything that I had been about all my life together.  I could trace it back to my corporate life wanting all the voices in an organization to be heard, to bring the human side to work, to bring a quality vulnerability to leadership. Suddenly there was a structure and a container for this way of engaging – that was permeable with the right principles. I cannot ever get enough; it has introduced lifelong learning and I feel as if a beginning painter with a craft of which I will never tire. It took me along all kinds of trails. I went to a WOSonOS  in Taiwan and  from there, I threw caution to the wind. I had never been that impulsive in the past. It began my journey in Open Space. I see such potential in so many areas. It is what I want to do for the rest of my life.

    Ed – I was introduced to Open Space through a business partner who attended an open space meeting that Karen and Harrison had back in early 2000. His partner kept talking about it. At the time, they were working with a department in the government around homeless services.  There were major issues and they decided to use Open Space.  At the time, Ed was thinking: “Let’s see what will happen here”.   The commissioner, who was part of this meeting along with 200 other people from 9 different government agencies, wanted to control everything.  The goal was to come up with a way to best economically handle and assist the homeless. I was amazed and surprised. This was in 2002 or 2003 and each person came up with 2 to 3 basic solutions, many of which are still working today. It was so amazing to have so many different stakeholders, each with their own agenda, come up with a working solution that they developed it in just 2 days, all saying that they can do this. I realized then that this was something I wanted to be involved in. A few years later Doug called me and invited me to be on the board. I have been on the board ever since. It’s still like magic to me now. “How can you get so many different people in a room with different perspectives who are able to quickly work out something for the future of their organization. Open Space is the only thing that happens that way. I am an Open Space person the rest of my life.

    Sharon - I have appreciative inquiry to thank for it. I found my way to OST through Appreciative Inquiry. I was doing research work, evaluating projects in 2009 in the Philippines. I thought then that there has to be other things that I could use in the Public Schools to evaluate performance. Did some research work and that's when I found Open Space. As I went through some of the materials, I thought that’s weird and it can't be real. It is beyond me. They self-organize.  There is no agenda. Then there was this opportunity in 2009: a WOSonOS in Taiwan just a couple hours from Manila. I felt called to attend. I got to meet Gail West. She has been my mentor in Open Space and a dear friend ever since. After WOSonOS, I tried on a number of OST gatherings in the company, with some religious groups, with people who have disabilities and also organizing communities who were displaced by typhoons. Then in 2010, my office got approval to do an international conference. We made use of OST and it was incredible. Harrison Owen attended. This international organization had been very stiff in the way it managed meetings before. Then here comes Open Space, which asks them to loosen up a bit and just be themselves. Before the conference, one person came up with a 15-page critique of Open Space and somehow Harrison got a hold of that paper. He felt that this guy must have his reasons for writing this 15 page paper. That started the conversation which happened late last year. Somehow we were able to get him to come to Manila for this conference about Learning for the Future.  It helped take the issue to the next level around the question of: “How do we move forward, tackling the issue of Learning for the Future. Harrison said this should become an annual gathering. I don't know. I hope with God's grace we will be able to do it again next year. In the future, we could also include other from outside the Philippines to get a sense of what is the future of learning and also to get more young people involved in the conversation. Sharon shares that the spiritual quest in her life is a practice of emptiness which is in alignment with that practice that we do in Open Space. Letting things be so that possibilities can unfold in our lives. I agree that Open Space is magic.

    Chuni - I think I learned about it initially on a Maestro call that Christine was hosting. Harrison was a guest speaker. I was fascinated by the way they interviewed him. He was iconic. I then became fascinated by everything that he wrote about. I thought to myself: “This guy is interesting.  It’s very relevant to what we're doing here” A couple of days later, I came up to OST in NYC. We are a non-profit have no money. Karen said whatever you can pay you can come. I came and it’s where I met Harrison and Suzanne. At that meeting, I was totally shocked that for 20 years as a facilitator I had been leading the wrong way.  As I read Harrison’s book and saw what had been done at ATT, I was amazed that I had never heard of Open Space. I kept thinking why I had not heard about it while I was at ATT. I was in a different department. We had never talked about it. At the session in New York with Karen and Harrison, I walked up to Harrison and said: “Everything you are teaching here is telling me that everything I have done in my career was all wrong.” That triggered Harrison and we talked about this. Later I was introduced to Suzanne, which led to a partnership in New Jersey on revitalizing the economy. I had wanted to do more community-based work. Open Space became a natural vehicle to meaningfully engage with my community. It brings people together. I came to OD from back door. I have a degree in Education, but my work has always been as an OD person. No I know I will be an Open Space person for the rest of my life too.

    The bin -
    Annual filing - requires a Washington state address for registrar and corporate address. Suzanne will complete the form and Peggy will remain at the main contact.

    The next meeting is scheduled for July 16 - third Monday of the month (starting at 5:30 pm EST)

     

  • Meeting Date: 17 Jun 2012

    Open Space Institute – US (OSI-US)

    Meeting June 18, 2012 – 5:30 to 6:45 EST

    Attending:  Peggy Holman, Christine Whitney Sanchez, Harold Shinsato, Douglas Germann, Karen Davis, Ed Laboy, Suzanne Daigle, Chuni Li and Sharon Joy Chao

    OSI - Special invitation had been extended to our Emeritus Board members Peggy, Christine and Lisa with a message that they would always have a standing invitation to attend our regular meeting and retreats.
    We also wished a warm welcome to our new Board members Chuni Li of New Jersey and Sharon Joy Chao of Manila in the Philippines.

    The meeting then began with a moment of silence and our habitual check-ins.

    The group then took the opportunity to share on the following question as a way of getting to know each other through this transition on the board and to capture a bit of the history:

    “How did open space come into your lives?”

    Doug - I ran into it when I was program chair for a statewide organization.  The speakers for the upcoming month had to cancel because of a family emergency.  I had heard from someone that there was a weird way to have a meeting with no agenda.  Thought it would be a good thing and found it was called Open Space Technology.  I was given several documents via email about it and got him in touch with Michael Hermann and there was a guy named Albert in Indianapolis where his meeting was going to be held. When I read the Users’ Guide, why wouldn't it work? Why would anyone see it otherwise?  I had done circle work in different organizations and found it to be quite effective. And found it to be a natural thing. I did my first city-wide thing on the anniversary of 9/11.  That would have been 2001-2002 when I really found it and attended a whole bunch of different places and thought it was the way we should organize everything from cities and towns.  It turned my  life inside out.  I really enjoyed it. Doug then asks a question of Peggy:  “When you started this thing (Open Space Institute), where did you think you would be in 2012 with this organization?”

    Peggy – Regarding the formation of the OSI:  I ran into open space in 1993/94 doing some work with USWest around the question:  “What does it mean to be a learning organization?”  Peter Senge's book had just come out a year or two before. I was an internal consultant tasked with finding what was the leading edge of learning organizations and bring these insights into the company.  Until then I had been involved in the area of quality. I talked to a friend of mine in Denver about the Organization Systems Program in Antioch in Seattle. She said “You might be interested in this thing that we just did in school.” She referred me to a three-page article in the Training magazine.  I picked up the phone and called Harrison.  I talked to him about doing an Open Space Meeting on the subject of learning - one of the first Open Space meetings was done in Goa India around the topic of business learning.  So we started talking about the possibility of doing Open Space at US West. In the meantime, one of the business units had a flood in Arizona. Someone at US West who was Union and doing OD kinds of stuff and working with management in AZ on major outages had convinced the company to use Open Space.  I went to a workshop in New York and experienced my first Open Space. I ran a 2.5 Open Space with 200 network technicians. I saw that the needs of individuals and the organization could both be met. I had to learn more. It profoundly changed what I did. I realized I didn't have to take responsibility for others experience.  It changed the way I worked. That was about 1994.  Somewhere in the summer of 1996, Harrison was on one of his world tours as a book came out and he came to Seattle. There were about 10 of us in a meeting. Harrison had stopped in Toronto on his way and Seattle was his next stop. He proposed the Open Space Institute as a research institute to help clarify the efficacy of OST, this “strange thing”.  In essence, he wanted to make the research case, to make the case to tell its story. He had done the same thing in Toronto so these two different groups (Canada and US) declared the Open Space Institute alive and well.  We decided to create a 501(c)(3). The cost was about $700.  We each put in $70 and that was the seed money to start the Institute. It took a different direction than what Harrison had envisioned it being a research organization. The last OSonOS that Harrison hosted, the 3rd being in Washington D.C.  There was also Australia with Brian Bainbridge. We had 3 Institutes (Canada, US and Australia). And we did an Open Space on what we wanted from an Open Space Institute. Three things emerged: People said they wanted mentoring and being mentored. It would also be a place for learning and researching and offering mutual support and connectedness.  I wanted a place to send my friends to –a hearth fire. As the idea of an Institute, I always thought of it as having potential energy with the capacity as a tiny placeholder that could involve thousands of people around the world. There was a need to unleash all that potential energy. Back in the beginnings when we were forming, I didn't think that far out (in answer to Doug’s question) , but I  did imagine that we would have members actively engaged and this being a place for sharing stories, for spreading the understanding about Open Space, and frankly doing research - which was something we never managed to get launched.

    Christine - I discovered open space through girls’ clubs many years before I discovered the actual form of Open Space. I was trying Open Structure and in grad schools had lots of things to choose from. As I was mulling around trying things, I did not know self-organization back then, saw a pilot program called self-structure. We created a few givens for the kids and they structured their own program. I was in a group counseling class. I got my husband involved.  It was some time after that I discovered the form of Open Space. At an OD meeting, I heard people making comments about an Open Space type thing. I was curious, got the book and two weeks later, I facilitated my first open space. It was 1997.

    Harold – My first open space like experience was the rainbow gathering in 1996, and I go regularly. The Rainbow Gathering started in 1972 as a peace gathering after Woodstock for folks who wanted to be for peace rather than against war. It was a music festival with 25 to 30,000 people. It's self-organizing with no formal leadership, and the event just comes together with many diverse elements to pray for peace. I then heard about something inspired by Harrison Owen. I had been interested in meetings not constrained by hierarchy (Bar Camp and UnConference). I first was exposed to the ideas of Harrison Owen indirectly through the technology world when I heard about FooCamp and then BarCamp. At the 2006 JavaOne conference in San Francisco, there was an unconference track that Kaliya Hamlin was hired to lead, and Kaliya told me the real thing was Open Space Technology. She invited me to her Internet Identity Workshop, where she introduced me to Lisa Heft who dazzled me with her slides and stories of open space around the world, including Israelis and Palestinians. It blew me away! That led me to take her workshop a few months later, and then to hold my first open space for my work colleagues in San Jose at Business Objects in 2007, and then five annual Missoula BarCamp's since then. I have since attended many OS meetings in the technology world. Also participated in Peggy’s “Journalism Matters”; I saw how the format can be spiced up with a bit more structure. I keep falling in love with Open Space more and more.  I met Harrison in Seattle at the Leadership in a Self-Organizing World event. It’s where I first met Peggy and Suzanne and other world class facilitators. There is something ancient, organic about Open Space. It works well for emergence. I saw that with high tech. It has been wonderful watching the leadership evolved in the high tech world. Later I was invited to join the board. I found the group to be so human, to see that something so amazing is being held by mortals, to see people doing this work and seeing how beautiful it is much like poetry, science and spirit. It's been a life changing experience and I hope to live more and more in Open Space.

    Karen –For me, it’s as if I was in Open Space from the time I came out of the womb. It was some point in the early 80's that I invited Harrison to present at an OD network regional event.  I don't remember the topic.  It was when he was thinking about other ways of organizing conferences and doing things. He was planning to do something in Tarrytown  around organizational transformational. I knew that is where I was supposed to be. There was something about martinis and coffee breaks. 

    In the 90's with Harrison and Devorah Gilbert we hosted our first Open Space four day program for facilitating OS.  One of my colleagues commented then that there was some theory behind the way that I functioned. There was some rationale now, a model. (in others words meaning that Karen has been living Open Space throughout her life).Anyway she's been involved forever and always will be. For her it was a gradual and progressive thing. I became more and more convinced about Open Space even if it's not called OST, convinced about leaders/non-leadersholding space for people, with people taking responsibility and acting on what they care about. That’s what Open Space is about

    Suzanne - I was introduced at an Art of Hosting event in Florida. It was just a little sampling. It’s what triggered me to know more and to get to understand this. I attended  Open Space training in Ottawa with Diane Gibeault.  I invited two colleagues from our company NuFocus to come with me.  I immediately saw how powerful the process was. It brought everything that I had been about all my life together.  I could trace it back to my corporate life wanting all the voices in an organization to be heard, to bring the human side to work, to bring a quality vulnerability to leadership. Suddenly there was a structure and a container for this way of engaging – that was permeable with the right principles. I cannot ever get enough; it has introduced lifelong learning and I feel as if a beginning painter with a craft of which I will never tire. It took me along all kinds of trails. I went to a WOSonOS  in Taiwan and  from there, I threw caution to the wind. I had never been that impulsive in the past. It began my journey in Open Space. I see such potential in so many areas. It is what I want to do for the rest of my life.

    Ed – I was introduced to Open Space through a business partner who attended an open space meeting that Karen and Harrison had back in early 2000. His partner kept talking about it. At the time, they were working with a department in the government around homeless services.  There were major issues and they decided to use Open Space.  At the time, Ed was thinking: “Let’s see what will happen here”.   The commissioner, who was part of this meeting along with 200 other people from 9 different government agencies, wanted to control everything.  The goal was to come up with a way to best economically handle and assist the homeless. I was amazed and surprised. This was in 2002 or 2003 and each person came up with 2 to 3 basic solutions, many of which are still working today. It was so amazing to have so many different stakeholders, each with their own agenda, come up with a working solution that they developed it in just 2 days, all saying that they can do this. I realized then that this was something I wanted to be involved in. A few years later Doug called me and invited me to be on the board. I have been on the board ever since. It’s still like magic to me now. “How can you get so many different people in a room with different perspectives who are able to quickly work out something for the future of their organization. Open Space is the only thing that happens that way. I am an Open Space person the rest of my life.

    Sharon - I have appreciative inquiry to thank for it. I found my way to OST through Appreciative Inquiry. I was doing research work, evaluating projects in 2009 in the Philippines. I thought then that there has to be other things that I could use in the Public Schools to evaluate performance. Did some research work and that's when I found Open Space. As I went through some of the materials, I thought that’s weird and it can't be real. It is beyond me. They self-organize.  There is no agenda. Then there was this opportunity in 2009: a WOSonOS in Taiwan just a couple hours from Manila. I felt called to attend. I got to meet Gail West. She has been my mentor in Open Space and a dear friend ever since. After WOSonOS, I tried on a number of OST gatherings in the company, with some religious groups, with people who have disabilities and also organizing communities who were displaced by typhoons. Then in 2010, my office got approval to do an international conference. We made use of OST and it was incredible. Harrison Owen attended. This international organization had been very stiff in the way it managed meetings before. Then here comes Open Space, which asks them to loosen up a bit and just be themselves. Before the conference, one person came up with a 15-page critique of Open Space and somehow Harrison got a hold of that paper. He felt that this guy must have his reasons for writing this 15 page paper. That started the conversation which happened late last year. Somehow we were able to get him to come to Manila for this conference about Learning for the Future.  It helped take the issue to the next level around the question of: “How do we move forward, tackling the issue of Learning for the Future. Harrison said this should become an annual gathering. I don't know. I hope with God's grace we will be able to do it again next year. In the future, we could also include other from outside the Philippines to get a sense of what is the future of learning and also to get more young people involved in the conversation. Sharon shares that the spiritual quest in her life is a practice of emptiness which is in alignment with that practice that we do in Open Space. Letting things be so that possibilities can unfold in our lives. I agree that Open Space is magic.

    Chuni - I think I learned about it initially on a Maestro call that Christine was hosting. Harrison was a guest speaker. I was fascinated by the way they interviewed him. He was iconic. I then became fascinated by everything that he wrote about. I thought to myself: “This guy is interesting.  It’s very relevant to what we're doing here” A couple of days later, I came up to OST in NYC. We are a non-profit have no money. Karen said whatever you can pay you can come. I came and it’s where I met Harrison and Suzanne. At that meeting, I was totally shocked that for 20 years as a facilitator I had been leading the wrong way.  As I read Harrison’s book and saw what had been done at ATT, I was amazed that I had never heard of Open Space. I kept thinking why I had not heard about it while I was at ATT. I was in a different department. We had never talked about it. At the session in New York with Karen and Harrison, I walked up to Harrison and said: “Everything you are teaching here is telling me that everything I have done in my career was all wrong.” That triggered Harrison and we talked about this. Later I was introduced to Suzanne, which led to a partnership in New Jersey on revitalizing the economy. I had wanted to do more community-based work. Open Space became a natural vehicle to meaningfully engage with my community. It brings people together. I came to OD from back door. I have a degree in Education, but my work has always been as an OD person. No I know I will be an Open Space person for the rest of my life too.

    The bin -
    Annual filing - requires a Washington state address for registrar and corporate address. Suzanne will complete the form and Peggy will remain at the main contact.

    The next meeting is scheduled for July 16 - third Monday of the month (starting at 5:30 pm EST)

  • Meeting Date: 17 Apr 2012

    Board Proceedings April 17, 2012

    In attendance: Suzanne, Karen, Harold, Peggy, Doug, Phelim, perhaps others.

    Suzanne - wedding in the air - head space there.

    Karen - Thought were all checking in - say something else - Open Space with Occupy Wall Street - very much alive - Saturday Spring Awakening in Central Park. Kelly McGallan - been supporting it over the past number of months faciliated that - first time out of doors - Biggest Challenge - free standing banners or signs. Stood on either side of a standing things for purpose - writing on chalk what they were going to convene. Continuation what is happening here. She doesn't I'll say more. Good variations for engaging people. Very pleased to be a part of that.

    Harold - Trumpet call - open space - Missoula BarCamp. Ignite. Michael Sahota - Open Space Expert - Scrum Gathering

    Peggy - make it brief - it's busy time - I'm heading off to a JTM board meeting this weekend. We received our 501(c)(3) - first face to face. It's um - I'd say that's a major thing going on - JTM Work - that and we're in the midst of a house remodel. Stop there. Turn it over to someone else. And I'll be back.

    Doug -couple of hours hither and yon. I've got something coming up - very busy week - not exactly open space - it is conversation - on Wednesday Morning - facilitating group of doctors - continuing medical education for an hour - getting credit for the conversations they're going to have. Starting the conversation about end of life matters with our loved ones and our patients clients, whatever you might call them. And I'm really excited about it for an ethics committee for a local hospital. A lot of things going on too that related to that topic. That's the main thing that is going on - seeing my grandchildren in Indianapolis. Meet with him for a couple hours - get enough sleep.

    Phelim here - just checking in - I feel like it's great hearing other people's journey and where they're at - lots of different parallel journeys - endings, deaths, and griefs around that sort of things - my own company - difficult time - 17 years. Is going through a probably out the other side rebirth - sitting ina place of not knowing - while that's happening. I'm working very hard on the big task which is much bigger than I thought it was - creating a website for WOSonOS. Website for our big tour that happens this year in the summer - June - 20 open spaces that will be part of one big conversation - holds all those conversation sfrom beginning to end - building a kind of community - network . So I'm feeling exciting - conflict and endings in his own theater company. Big state of flux. Great to hear about stuff happening - which I share - touched by.

    -----

    Feel very energized for the future - gotten more courage - testing her courage (Suzanne) - into the corporate world and invite them into new ways of engagement. Fascinating to see the resistances. Talking about shared leadership and self-organization. Just want to jump in even more. We had a really terrific conversation - ed christine and suzanne. Really good time.

    And the last thing Suzanne did - increasing prices dramatically - they honored last year's price  -400. If needed more lines - real urge to have meetings in the future - many voices in the community to join in.

    Peggy can scan in the documents - we could blank out the number.

    Peggy - send an articles - please post the documents. Peggy will send me the articles. Phelim is talking about - operating along the lines of open space according to that philosophy.

    Peggy is thrilled that Suzanne is stepping into the presidency - it is time for a new era.
    Suzanne- I feel a lot of love for all of you, love for the events that are happening ,with riddley being born, being embarrassed to be bold and that she wants to charge ahead. Watch her not to micromanage - get to be a perfectionist when charging a hill. Meeting the bride to be - go through each of the positions.

    Suzanne- is the president.
    Emeritus - not a role just to be called upon - anytime want to sit in on the call - always welcome - Peggy, Christine, Lisa - whoever.

    Vice President - Ed LaBoy be VP...
    Treasurer - Harold
    Secretary - Phelim

  • Meeting Date: 17 Apr 2012

    Present: Suzanne Daigle, Karen Davis, Harold Shinsato, Peggy Holman, Doug Germann, Phelim McDermott

    Moment of silence and checkins.

    Suzanne

 - There's a wedding coming up in her family.

    Karen - Open Space with Occupy Wall Street is very much alive. Kelly McGallan faciliated out of doors which had big challenges but they did it and Karen was very pleased to be a part of it.

    Harold - Used a vuvuzela to make a trumpet like call to open Missoula BarCamp's Open Space which also used warm up talks inspired by Peggy's Journalism That Matters. Perhaps it's time for the trumpet to call people to the circle for urgency. Michael Sahota was called to lead the Open Space Scrum Gathering with the title of expert in Open Space.

    Peggy - It's busy time - I'm heading off to a JTM board meeting this weekend. We received our 501(c)(3) - first face to face. It's um - I'd say that's a major thing going on - JTM Work - that and we're in the midst of a house remodel.

    Doug - Facilitating a group of doctors in open conversation, not exactly Open Space. Starting the conversation about end of life matters with our loved ones and our patients/clients. He's excited an ethics committee for a local hospital. Also seeing grandchildren.

    

Phelim  - Rebirth probably going on with his company, but still sitting in a place of not knowing. Creating a website for WOSonOS is bigger than expected, and also doing a website for his big tour of open spaces this summer to help build a kind of community network.

    -----



    Corporate World and Open Space

    Suzanne feels very energized for the future and is testing her courage bringing OST into the corporate world and invite them into new ways of engagement. Fascinating to see the resistances. Talking about shared leadership and self-organization. Just want to jump in even more. Ed, Christine, and Suzanne had a really terrific conversation. Suzanne is interested in convening more conversations with Maestro. Maestro has raised their prices dramatically and Suzanne called them so that they enabled keeping the price the same as last year. She feels a strong urge to have meetings in the future where the community can join in.

    Old Files

    Peggy has a number of our legal documents. She can scan in the documents for online sharing and blank out anything sensitive. Peggy will send them to Harold. Phelim likes that we operate along the lines of the open space philosophy and be more transparent.

    Annual Elections

    We agreed to have Suzanne Daigle step into the role of President. We appointed Ed LaBoy to be vice-president in absentia (if he agrees). Harold will continue to be Treasurer. Phelim stepped up to be Secretary.

    

Peggy is thrilled that Suzanne is stepping into the presidency - it is time for a new era.


    Emeritus Board Members

    Emeritus is not a role just to be called upon. The are welcome at anytime to sit in on the call, they are always welcome. The Emeritus members are Peggy Holman, Christine Whitney-Sanchez, and Lisa Heft.

  • Meeting Date: 23 Mar 2012

    Board Proceedings from March 23, 2012

    In attendance: Doug, Peggy, Christine, Phelim, Harold, Suzanne, Karen

    Christine will convene the silence...

    Suzanne checked in inspired - working with Christine Koehler, Gidot, producing french book on Open Space - intended audience is for organizations... 9 authors around the world - Belgium, Haiti, Africa, Portugal, Switzerland. 18 year old niece has coproduced the video. It's an ebook that people can telecharge. Harrison wrote the preface...
    Harold checked in quietly inspired
    Doug - wonderful early Spring in Northern Indiana
    Karen - great weather in NYC
    Peggy - emptied inbox
    Phelim - lots of art work on computer
    Ed - Visiting friends and just got home... major job - friend and he's doing it. Lisa when going to the hospital with her friend. It takes a lot out of you. Ok, just tiring...

    ------HAROLD TAKING THE NOTES----------
    Combined WosonOS 2012

    UK Open Space Institute, came up in getting a venue for WOSONOS 2012. Discussion of set up a charitable organization and we would get the space cheaper. Whether to form an OSI to do that, or if it would combine 2 jobs. It became very clear that the people who had ideas of what the institute would be about and the ideas were very different. That kind of as a prospect it fell away. I personally didn't want to step into an organization when I didn't share the values. Let's drop that now, let's see if out of WOSonOS if an institute might be emergent as a legacy out of coming out of the WOSonOS.

    Communications might happen with other institutes around the world.

    Posted something on the list - we did a chain invitation for DnD, Phelim wrote the invite. On tumbler blog, invited others to share their invitations. 36 or 37 different invitations attached to the same event. They were very exciting and some were very different. Some were very heart felt, as continuing the invitation, every other day, it kept it live. Doing the same thing for WOSonOS. I'm interested in other people on the board of being a part of that process. Reach out to the world wide community. It can keep being shared on facebook and twitter.

    One of the surprising of things from DnD, invitations came from people who have never been there before - as well as invitations from people from the last 7 years. I think there have been processes on the list already, we managed to create all those invitations were together in an archive. - you could see the people who were coming. Invitation to create that. If you want to do that, let me know, if you don't let me know...

    Segue into other things, one of the issue of things that came up, some people that were in Germany a core of 8 people who have been working and a wider group of 15-16, and some people who had been to previous WOSonOS, felt the lack of a theme. Germany not being focussed. Because there wasn't a theme pertinent to this year. Phelim has his own personal response to that, that the UK might decide on a theme sounds limiting and presumptuous. What the world should be working on in a way. I think it comes out of, UK convening group, that there are very disparate reasons for people being involved.

    What about the OSList asking about if there should be a theme, those of us who are trying to make the event happen, and make the community happy. Slightly daunting. I guess I'm interested in people's thoughts.

    You might counsel with Lisa - she would know about all those things. Lisa's feeling was similar to his, if you focus in on a theme, you might limit what people might use the WOSonOS for. It becomes something that doesn't become emergent. We all kind of think of the call have agreed about that. However, going back to the UK group and say I say I've spoken to Lisa, they sort of don't quite like being told that. That's generally... and improbable's challenge. Not quite trusted. It seems to be part of the UK open space culture. Not alot of trust amongst people.  A lot of scarcity mentality. Pissed of that they're doing it and others aren't. Another example, we had to make a logo - and in the end we decided what the logo was, you didn't consult us, we don't like it.

    Then the theme is another example of this...

    Harold - this is a tension in the community - how do you make decisions...
    Doug - who ever shows up - bring it to a head. let people make decisions...
    Phelim - now we have to make things happen. Some people have been helping make things happen, 3 weeks creating a logo - people who haven't been a part of that reappear and are very strong in their opinions. Not having worked very much. We need to be moving on making things happen...
    you know something has to be dropped. With a group that doesn't quite trust each other, it's more painful.
    Christine - this is an issue - meme - it is tough to go across all the different memes and there is no way to please everyone. Leadership and the connection between all those things. Your sense of it, this is it and we're moving. It's a leadership role. We can't stay in the question forever.
    Phelim - more support from world community than from local UK community.
    Christine - almost all the folks that jump to do things for that conference, then learned about Appreciative Inquiry. Asked Diana Whitney to support the chapter and the conference. Quite helpful to have someone else to help do that.
    Doug - When doing a big project, beginning, muddle, end. \
    Phelim - optimistic, at the end of the muddle.
    Karen - there's someone still in New York - fascinating to her, listening now to the early WOSonOS's. So simple, weren't those issues. People came together and just did it. Team collaborative, Occupy Wall Street, still trying to do a consensus thing - very much understand what your culture is bringing to the party - the people that might be able to help with this - Kerry should be helpful.
    Phelim - Kerry was helpful, then got feedback, I got really pissed off with that guy and left.
    Christine - blessing and releasing the volunteers that are such a pain in the neck.
    Karen - find ways to piss them off even more.
    Phelim - when feel confident - Seth Godin's thing, if you're not pissing people off, you're not doing your job.
    Doug - Switch the conversation to your first point here, links or chains of invitations. That's kind of neat. Not seen those, and I think that would be a wonderful way to bring people to this.
    Phelim- I was very aware that people were interested for lots of different reasons. Within the invitation process itself. Thought it was a good solution. Will send the link from the DnD website. We created a series of images that were from DnD and we'll do something for WOSonOS, active for a week - instead it keeps the invitation alive and reanimates the first invitation.
    Karen - thinks its a great process.

    Check out
    Phelim - somewhere there is confusion that everyone works on everything - instead OS supports people to follow their passion and take the lead. It causes confusion that it's about everyone agreeing. That misunderstanding can lead to some confusion about stuff.
    Doug - so uplifted - even if we disagree - people who are seeing what's possible in the world with sacred conversations.

  • Meeting Date: 19 Feb 2012
    • Present: Doug, Karen, Harold, Suzanne, Peggy
    • Silence

    • Checkins held

    • Harold will be bin gardener:

      • Haiti partners is done; Suzanne will send another email for completion
      • Meet logo designer is done; Harold might add something to Website from the logo
      • Spiritual evolution is done
    • Annual membership drive:

      • Suzanne drafted one
      • Harold is reworking it today
      • want to have something by the end of the call
      • move the appeal up to first paragraph
      • $20 to 1500—don't set the bar too low.
    • Wikipedia entry:

      • Not much energy to eliminate the banners
      • resistance to cleaning it up—might offend people if clean it up
      • Leave it in the bin, but bring in items around it, e.g., what we are doing as an institute in a very non-institutional world. Contextualizing.
      • Whom do we serve and how best do we serve them?
        • Difference between leadership in a hub and leadership in a hierarchy
        • about invitation, attraction, questions that matter
      • Need a layered approach, so people can find themselves in there.
      • This conversation needs to go to the OSlist
      • Maybe host a separate conversation about this.
      • There is a stewardship issue here: lightly stewarding the community.
      • Question needs to be larger than just cleaning up the Wikipedia entry
      • Recommend to Phelim to do something separate from Wikipedia
    • March 19 next meeting

    • Checkouts held

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