OSI Canada News

Vol. 1, No. 3- April 1997 

Published by the Steering Committee

Communications Headquarters: 870 Main St. E., Hamilton, ON. L8M 1L9


OSI Canada hosts OSONOS V in October

The first invitation to Open Space on Open Space V has just been mailed to OSI members and our extended mailing list. For the first time ever, OSI Canada will host the event. Co-sponsors are our sister organization, OSI (Inc.) and H.H. Owen and Co. which inaugurated these annual Open Spare gatherings in Washington, DC, five years ago. We are hoping that 120 or more "right people" will plan to come. 

The site is the Holiday Inn on King in downtown Toronto. The dates are 7 pm, Saturday, October 25 to 5 pm, Monday, October 27. On the Sunday evening, under Jody Orr's influence, a (completely optional!) fun night will happen. 

If you have never been to OSONOS, this is the year to get on board. Old hands at Open Space abound, as do newcomers just starting to facilitate, and even people, who have just heard about it, and decided to investigate. Old friends start in where they left off last year, (or just last week for those on the Open Space internet). And every person there for the first time is a potential new colleague with the insights and experience you may need. 

"Growing" the Open Space training experience is an issue which has surfaced and expanded over the past year. An additional single-focus Open Space on training will be held on Tuesday, October 28 at the came place. Training sponsors, and people who have taken Open Space training are encouraged to share in this important discussion. 


Exploration re OS research commences

Thirteen keen folk "spaced in" at the Clarion Essex Park Hotel in down- town Toronto for a one-day workshop, Doing, Sharing and Publishing Open Space Research, on February 21,1997. The original plan was for a two-day OSI-sponsored event, but registration numbers dictated a more affordable day-long gathering. Two American OS researchers - Marlene Daniel of Baltimore, MD and Marcelle Bastianello of Newton, MA, faxed useful and challenging reports briefly outlining their work and concerns for ongoing research for our consideration. (These are available on request from the OSI Communication Centre with a stamped, self-addressed envelope.) A warm welcome was given to two interesting and talented new OS afficionados - Fran Olsen from Montreal and Gwen McCauley from the Ottawa area. 

Though Larry Peterson opened and closed the space, our small but capable group agreed to hold the space jointly so he could participate fully in the discussions. It was clear to those of us who have not been closely involved in research previously that defining research topics takes time and careful thought. It is also necessary to create tools to gather relevant information which can then be explored. Plans have to be made to use these tools, as well as to assess what this information has to tell us.

Most of the workshop participants were interested in research because they have been doing Open Space facilitation and want to understand what happens better. We now see that we need to work in partnership with researchers if we are to develop a keener awareness of the, processes involved, and greater skill in using Open Space in a variety of different situations. We know Open Space works in many scenarios with different sizes of groups, but we want to hone our insight and ability to assist organizations to enter the unknown future with optimism and excitement as easily as possible. 

How might OS facilitators begin to cooperate with researchers as they carry out the work they are currently doing? A good beginning question was identified.

- Could research attention be applied to ways of identifying the "givens" in organizations that we work with? 
- Could OSI Canada develop a reference list of organizations with which Open Space has been used? 
- What are the barriers to opening ongoing space in organizations following an Open Space, event? 
- Is Open Space more than individual learning? 
- Would an exploration of the lag between intervention and its effect reveal some useful insights for us all? 
- Can Open Space proceedings be used for research purposes? Are there simple things that can make them more user-friendly for research? 

Quantification of other than just financial benefits of Open Space interventions is possible, and could be researched. Creating a publicly-accessible body of knowledge will help create safe space for Open Space and OS facilitators. 

Any members with suggestions of journals or organizations that might be interested in Open Space research are requested to let the Institute know. Accounts of Open Space work done in specialized settings would be appreciated as well. 

Where do we go from here? More ideas may come at the April 16 Open Space workshop on Emerging Issues. Research possibilities will be raised at OSONOS V as well. The more who are involved in focusing on issues, the easier it will be to proceed. 

Joan De New 


OSI (Inc) reports action south of the border 

What is happening in the Open Space Institute (Inc.)? The easy answer can be seen in the, activities that are under way. Much more elusive is the underlying question: How do we sustain a self-organizing organization? 
We are working hard to make the assumptions of how we operate explicit. Who makes decisions? What are the boundaries of the OSI? The questions and answers are both emerging from the work itself and from the conversations happening on-line. It is a learning experience for everyone who wants to play. 

Cyberspace linkage and training issues surface as priority issues 

Much of the work is happening through e-mail. What seems to be emerging is the ability for anyone who has a topic that they feel requires face to face contact to convene a gathering. For example, we, currently have a group meeting to rethink OST training delivery. 

The special issue of Berret-Koehler's At Work was published in March. Edited by OSI's Anne Stadler, it contains a dozen stories of Open Space in business, non-profit and government. It should prove to be an excellent re-source for all OS facilitators. 

The first version of the Open Space Institute web site is up. Come visit at: www.tmn.com/openspace. Our thanks to the MetaNet for playing host. We're working on a more interactive version now that will also be more inclusive of what's happening in Canada. If you've ideas on the site, contact Bert Hopkins at: bhopkins@mist.seattleantioch.edu. 

We are planning a mailing in the fall with Berret-Koehler and OSI Canada in conjunction with the publication of Harrison's book. To celebrate the publication of At Work and the creation of the web site, we'll be doing a mailing in April inviting people to join OSI. We began a membership drive to pay for this. To date, we've added 14 new members, and have at least as many pledges to join. We raised over $1200. 

If you want to participate in the on-line discussion, send an e-mail message to: listserve@idbsu.idbsu.edu

Put the following text in the body of the message: 

subscribe oslist 
(your) firstname lastname. 

A group in Seattle, Washington, is rethinking training as the entry point into the Open Space community. The idea is to make the experience more real world and more a beginning involvement among colleagues who provide support and mentoring. 

Wendy Potter has contacted several speakers' bureaus about putting Open Space on their topic list. If you have an interest in being involved, contact Wendy at (206) 62l-4469. 

We've begun to discuss the possibility of bringing people from businesses currently using Open Space together to share their stories. This would be a joint convening by Boeing and OSI (Inc.). If you want to participate in making this happen, contact Paul Glieberman at (206) 237-3607. That's all from "down south" for now. We look forward to seeing you at OSONOS in Toronto in October. 

Peg Holman 
osi@tmn.com                (206) 643-6357 


Triple Bottom Line essential in business 

From January 9-12, thirty-two people met in Open Space in Philadelphia, Pennsylvania, to discuss the pursuit of the "Triple Bottom Line" (financial, social, and ecological) at the second annual Totally Fulfilling Business Conference. Two hoped-for concurrent events in Tampa, Florida, and Kingston, Ontario, lacked the necessary numbers to be financially viable, much to the disappointment of Canadian organizer Eleanor Belfry-Lyttle and those Canadians who had hoped to participate. 

The moving force behind both TFB I and II, Ralph Copleman, reports, however that "the conference itself was a very rich experience, more contemplative and somewhat more serious than TFB I. Perhaps with a smaller number, the realization of what we're truly up to takes deeper hold. Our purpose after all, was nothing short of formulating a new role and responsibility for business in the world. 

What, indeed, were we up to? Perhaps the transformation of everyone's consciousness about business' proper place in our communities. Perhaps a deeper understanding of how difficult it may be for us to bring our energies to bear on such a challenge. 

Open Space makes such realizations possible. It gets everything out of the way so you can concentrate on the work you came to do. Some day we'll be in an Open Space gathering and we'll be so concentrated and effective that we'll never even notice the "structure" or any design aspects whatsoever. Open Space Technology will have given way to Open Space. 

Several people have been in touch with Ralph since the conference, telling him they see they have a lot of work to do. And a number of people have offered to help make a third conference happen because they are convinced that a critical mass of commitment to the triple bottom line idea needs to be built. 

"Enriched community consciousness is the key to achievement of the triple bottom line." 

Ralph has provided a courtesy hard copy of the conference proceedings for the OSI News. For those on internet, it can be accesses at: http://www.tmn.com/tfb 

Not only did local people from Philadelphia and New Jersey attend, but folks came also from Seattle, Oakland, New York, Connecticut, Washington DC, Michigan and Ohio. Many were organizational consultants, but several were employed by large corporations or government agencies. Twenty-one workshop topics were posted. 

In the introduction to the proceedings, Ralph commented that many of the findings seemed self-evident, yet in the context of the group discussion, they had taken on new importance and evoked new commitment to follow through in action at a personal level for himself. That "ordinary things" were reported takes on significance for me if they come up in an Open Space setting. That they were important for the folks there makes me give them more than passing recognition. It may be that follow-up on "ordinary stuff" will lead to the breakthroughs we seek for the future. 


Workshop proceedings are "diamonds in the rough" waiting to be cut and polished for use 

I have often referred to the proceedings from events I have facilitated as "diamonds in the rough," hoping by that definition to convey the idea that I consider them very valuable, but also that they may need cutting and polishing before their value can be fully appreciated. 

Once the "diamonds" have been identified, I am not sure that Open Space is necessarily violated by grouping reports according to themes. It really doesn't matter to me so much whether a group met in the morning on day one or at noon on day two. I am more interested in looking at related issues. I wish TFB II's report had had an index for quick repeat reference. 

Even though I had not met most of the participants, I felt disappointed when some reporters failed to mention who had participated in their dialogue. It takes more space to note who contributed key ideas in the discussion, but it could encourage more future dialogue. Having a phone number or email address beside the name of the group leaders could be another user-friendly way of promoting continuing conversations. 

Another advantage to proceedings is that they frequently list further resources - people, programs, books, journals, etc. There are a number of good leads included in this report. Check them out on-line, or send $10 US to:
 

Touchstone Partnership, Ltd. 
44 Titus Ave.
Lawrenceville, NJ
U5A 08648 

Chris Kloth, who participated in TFB I, worked hard to encourage people of colour to attend the second conference and recorded the reasons, those he approached gave for not coming. His own awareness of barriers to participation was sharpened when he was confined to a wheelchair after an accident. He feels that race relations needs to be seen as part of the Triple Bottom Line, and that all need to reach out to visible minorities to encourage their participation in future TFB events. Their needs must be incorporated in planning. 

I am sure that my reading of the proceedings from the Philadelphia conference built on previous rich personal experiences at OSONOS and at OSI workshops, remembering the fantastic and exciting diversity of experience and insight, the positive attitudes, and the evidence of Spirit empowering discussions and leading us on to new insights and awarenesses. Reading the proceedings of TFB II certainly made me want to be involved at a Canadian site for TFB III next year. The spirit Open Space attracts has the power to boost us all to clearer vision, greater effectiveness, deep satisfaction, and real joy. Thanks, Ralph, for sharing the Philadelphia report with OSI Canada. 

Joan De New 


Training combines intellectual and intuitive 

Opening the Space was the title of the OSI-endorsed training offered by Birgitt Bolton and Larry Peterson February 24-20 at Canterbury Hills in Ancaster, ON. Joan De New participated as OSI newsletter editor: the following is her report. 

Of the ten people who registered for the Ancaster training, there were two groups of three, one from a self-help health consumer group, and one from a national church staff. In addition, two human resource people from different government agencies, and two facilitators working with health related organizations attended. 

Monday evening's opening session was complicated by dubious weather and some delayed arrivals, but personal introductions were made, an over-view of the week was presented, and our thinking about leadership was Stimulated. 

The week was organized on the themes of the four directions, as outlined in Angeles Arrien's book, The Four Fold Way. Leadership is North: we began with an exploration of our own leadership styles using a variety of printed tools to help us define what these were. While one day was not long enough for me to thoroughly digest them, my interest in investigating leadership approaches was well stimulated. 

Day two was Vision in the East. After exploring the, characteristics of chaos and our experience of it, we were challenged to view it as an opportunity for transformation. Differences between transformation and reformation were developed through group discussion. We explored the meaning of transformation as a shift in paradigm. We recognized the importance of identifying underlying assumptions, and discussed the conditions necessary for transformative interventions. In small groups, we identified and analysed current decision-making processes in our organizations and then assessed the assumptions revealed by the analysis. 

We were presented with diagrams representing the cycle of change, and asked to draw a picture illustrating where our organization was in the cycle: these were shared with the group. Special attention was given to organizational grief work. We revisited our concepts of leadership, identifying the abilities required of transformational leaders. 

Day Three focused on Community in the South, and led naturally into Day Four's Management theme in the West. Participants had received copies of Harrison Owen's OST manual to read in preparation for the workshop, so just the main features were highlighted in the introduction to a full day and a half of Open Space. 
Participants identified ten different topics of immediate concern, and regular proceedings from the workshop discussions were printed up and distributed before the end of the training Friday afternoon. (A copy of the re- ports is available in the OSI Archives.) 

For me, one of the most significant insights was the importance of support for people with Open Space skills and perspectives who are working inside defensive organizations. It was clear how I might have been able to be more effective as president of a national organization if I had sought and received more outside support from people who understood the challenges of chaos and how it can be approached safely and positively. The Dead Moose Society described elsewhere in this newsletter emerged from this important discussion. 

On three evenings, there were optional experiential events designed to give us direct opportunities to deepen our involvement in the four directions from an intuitive approach. I had heard many references to the benefits of drumming, for example, but had never previously had the personal opportunity to experience its power. 
I appreciated the powerful integration of intellectual and intuitive learning opportunities which this training provided. I also enjoyed the interactive learning in both the large group and many small ones. By the end of the workshop, not only had we been able to assimilate the main concepts of Open Space, but also had built a warm, supportive community aware of its common bonds in Spirit. Larry and Birgitt are a powerful teaching team: OSI is fortunate to have their leadership in Open Space training. 

Joan De New 


Dead Moose Society inaugurated April 16 

Attention, all of you in the world of Open Space! A new, specialized subgroup has formed, and we are extending an invitation to all of you to participate. 

At the recent Opening the Space event, we discussed the importance of living our truth, with good heads and good hearts, and extending care and compassion into the world. We then talked about the hazards associated with living this way. What happens when collusion is exposed? What happens when a truth that everyone knows but no one ever talks about is named? What happens when space is opened and unpleasant truth surfaces? 

At first glance, the answer would seem that the air gets cleared and life goes on better than before. Our collective experience has told us, however, that this is not always so. It is more common that the truth teller comes to harm, or is somehow targeted for harm. Or Open Space itself is called into question, with people so angry at having the truth come out that they end up rejecting Open Space as a positive and constructive process. 
So... we identified that all of this is like having a dead moose under the table. Everyone knows it is there. It smells. Maybe it has gathered flies. It's sickening, but no one wants to say the obvious. And we decided that Open Space is to be honoured for "putting the dead moose on the table" so that it can be identified and appropriately dealt with. 

And thus we formed the Dead Moose Society as an adjunct to the Open Space Institutes and all good Open Space work everywhere. The purpose of the Society is to get the Dead Moose on the table wherever we can, and to support each other in efforts to do so. 

A strong support system is vital to "inside" survival 

The principles that govern us are familiar: Whoever comes is the right people, whatever happens is the only thing that could have; whenever it starts is the right time, and when it's over, it's over. Added to these four principles which come thanks to Harrison are four others which come thanks to Angeles Arrien: show up (or choose to be present); pay attention (to what has heart and meaning); tell the truth (without blame or judgement); and be open to outcome (not attached to it). 

You are encouraged to form your own Dead Moose Society with whomever you can interest in this very important work. Members must be people who are willing to take risks, have courage and vision, and enjoy community. They must also be committed to the principles that encourage us to be about our own truth. 

The first meeting of the Society is at the Unionville Arms Pub (northeast of Toronto) on April 16. This will set the tone for where other Society meetings should take place: a good pub. As far as the agenda is concerned, whatever happens is OK, but playfulness is essential. Come with an "abundance mentally" of giving and sharing. Some agenda items that may get included (Who really knows, since this is Open Space?) are: 

1) Where did the Dead Moose come from anyway? 
2) The loudest burp. 
3) If moose(s) extend their mating call, do we try to mate with them? What is the plural of moose? 
4) How do you spell carcass? 

We would like to say there are no fees, but for those of you who try to live your truth and who have tried to name the truth in an organization, you know the price can be very high. Nothing less than your soul, sometimes! 
If you cannot attend in person, Dianne Brown, Parcie Le Masurier and I would appreciate receiving your "Dead Moose" stories to share at future meetings. 

Birgitt Bolton 
55 Ravina Cres. 
Ancaster, ON L9G 2E8 
Fax (905) 648-2262 


Steering Committee deals with full agenda 

The OSI Steering Committee includes all members who are interested in participating. Those attending have included Eleanor Belfry-Lyttle, Birgitt Bolton, Joan De New, Donna Nelham, Jody Orr, Larry Peterson, Ed Roberts, Estelle Vincent-Fleurs, OSI wants to ensure that form precedes structure in the development of the Institute. Openness and flexibility are valued. The agenda is set by those attending. The next Steering Committee meeting will take place during the April 16 Open Space at King View. New committee members are welcome. 

The OSI Steering Committee, has had two meetings since the last issue of the News. Larry Peterson convened one on February 21, following the Open Space Research workshop at the Clarion Essex Park Hotel in Toronto, and Birgitt Bolton hosted one on March 25 in Ancaster. Some items of business have been reported on in separate articles. 

The following highlights are meant to keep all members abreast of relevant information. 

Birgitt, Larry, Jody and Joan have assumed major responsibility for OSI's hosting of OSONOS V. Jody will coordinate social matters, and will be co-opting other members to assist in welcoming our colleagues to Toronto. Joan will handle registrations and information inquiries. Our target for attendance is 120. OSI Inc. is handling the mailing and cost of notices to the American mailing list, while OSI Canada will cover this for Canadians. We will also publicize the event through ACCORD and the Toronto Organizational Development Network. The first mailing has been sent, with a follow-up scheduled for September. Tourist information will be sent to registrants. Costs have been set to cover expected expenses, with excess or losses to be shared by the two OSI's. Birgitt is handling liaison with OSI Inc, while Larry will handle site arrangements. Arrangements for computers and proceedings publication have yet to be made. 

As far as finances are concerned, OSI workshops are breaking even overall. The sale of Harrison's books in Canada has earned us useful dollars. Shipping and handling costs have been raised to $4 per book so that the GST required when UPS ships is covered. A new book by Harrison Owen, Expanding our Now, is due, out shortly. This and Open Space Technology will be sold through retail book-stores, so our sales of these may be limited. Arrangements have been made with the publisher to include cards with OSI Inc. and OSI Canada's contacts in these books. Our share of this cost is not yet definite. OSI Inc. has organized this. 

The Steering Committee affirmed its intention of consulting with OSI Inc. at the planning stage of projects and events. It saw great value in such reciprocal early involvement, since both organizations are likely to be affected by the initiatives of the other. 

OSI membership is now around 70, though some have not renewed for '97. Renewal notices were sent with the first OSONOS invitation. Membership applications were sent to the extended mailing list of around 300 names with the OSONOS invitation. Larry will provide printed labels for OSI mailings. 

OSI will sponsor a day in Open Space on April 16 at King View Conference Centre north of Toronto. Notices were mailed separately to OSI members. Special guest is Fr. Brian Bainbridge of Australia, who has been using Open Space there and in many other countries for many years. (The first meeting of the Dead Moose Society has been rescheduled so he can attend that evening.) News from the Internet will be posted for those not yet on line to receive it directly. 

Jody Orr will open the space on April 16. It was agreed that various OSI members take turns opening space at our events. Volunteers, please offer! 

Birgitt reported that members of OSI Inc. have been discussing training issues, while our focus has been more on research. (See report of the Open Space workshop on research.) 

Many positive comments have been received about the OSI newsletters to date, and negotiations are under way to transform them into international Open Space newsletters with Joan De New as editor. Meantime, it was agreed our newsletter should remain at eight pages, with the next two issues mailed by mid-April and mid-September. Quantity is 125 copies. 

Larry and Birgitt have both contributed articles to an issue of At Work featuring Open Space. Larry has ordered extra copies which will be available through OSI at an appropriate cost. Jody Orr will review the issue for the next newsletter. 

The possibility of stating in advance an OSONOS V workshop topic on research was discussed.  This would allow us to extend special invitations to researchers to attend. Because OSONOS has a history, for many who attend, it becomes "ongoing" Open Space, so some advance bulletin board notices may now be appropriate. OSI members are encouraged to approach researchers they know about possible participation. 

It was agreed that an extended consultation on training for Open Space be planned for Tuesday, October 28 at the Holiday Inn. This will be open to those who sponsor training events, and those who have attended OS training. 

Joan De New 
Recorder 


The Bulletin Board 

My name is Adrian Carter. I work at Nesbitt Burns and was certified as 
an Open Space facilitator in the Spring of 1994. Since then our organization 
has held three Open Space events. While the events were very successful in 
regards to capturing Spirit for the event, we've had more difficulty incorporating the Open Space initiatives with other change initiatives, e.g. Reengineering and business plan initiatives important to our internal client groups. I'd be very interested to discover how others are dealing with similar situations. I'm wondering if this issue might be something for the OSI to explore further? 

Adrian Carter 
Phone (416) 359-5145 
Fax (416) 359-5352