ChiliPLoP, Day 3

Last Thursday, my workshop met for a second day. Having agreed on a working definition for collaboration (see Collab:Collaboration), we started working on the Pattern Language. As was the case the previous day, I knew exactly what I wanted to accomplish, and I made that clear when we got started. What differed this day, however, was that Linda Rising, Ofra Homsky, and Joe Yoder — our three experienced Pattern Language authors — led the way in terms of process.    (1CT)

We began by laying out the index cards we had collected the previous day onto a table. The goal was to see what patterns we had and what seemed to be missing. The definition that we had collectively agreed on the day before helped us tremendously with this process. For example, because collaboration — as we defined it — required bounded goals, that meant there were patterns related to the start and end of the collaborative process. There were also patterns related to interaction (meetings for example) and knowledge exchange (Shared Display).    (1CU)

Mapping out our cards also helped us identify gateways to other Pattern Languages, such as Linda and Mary Lynn Manns‘s patterns for introducing new ideas into organizations, Ofra’s patterns for leadership, Jim Coplien and Neil Harrison‘s organizational patterns, and GivingSpace‘s patterns of uplift.    (1CV)

Lots of brainstorming and storytelling happened throughout. My favorite was a story that Joe Yoder told about a factory where he had previously worked, which literally left its financial books open on the factory floor. Anyone who worked at the company could examine the books and suggest improvements. The open books were a form of Think Out Loud that showed that the company treated its operations as a collaborative process involving all of its employees, regardless of position. Tremendously empowering stuff.    (1CW)

Linda, Ofra, and Joe constantly stressed the importance of iteration and cautioned Josh Rai and me about getting too caught up with formality too early in the process. Ever fearful of being berated by Ralph Johnson or Jim Coplien, I would periodically complain, “That name isn’t a noun phrase!” Fortunately, the rest of the group kept me on track. We had plenty of time to weed out and refine our patterns after the brainstorming process.    (1CX)

We ended our brainstorming at lunch, at which point we had 36 cards. After lunch, we picked two patterns — Collab:StoneSoup and Collab:KickOff — and Linda led us through a group pattern writing exercise. (I’ll say more about these two patterns when I describe Day 4.) She gave us a letter-sized piece of paper for each component of the Coplien Form (name, problem, context, forces, solution, rationale, resulting context, known uses, and related patterns). Each of us took one piece of paper, wrote down our ideas, then exchanged it with someone else for another piece of paper. The cycle continued until we all had our say to our satisfaction. Afterwards, we discussed what we had written.    (1CY)

This was the first time Linda had tried this particular exercise, and I think it worked very well. It was particularly good at helping us reach Shared Understanding. We all had slightly different views of both patterns. Actually going through the group writing process helped make these differences explicit, at which point we were able to talk through our differences.    (1CZ)

Because Josh and I were the pattern-writing newbies in the group, we each collected the sheets for one of the patterns and promised to combine, edit, and rewrite them into a readable draft. I chose Collab:StoneSoup; Josh took Collab:KickOff. The plan for Day 4 (which was only a half day) was to workshop our results.    (1D0)

I ended the day with a brief overview of how blogs and Wikis integrated with Backlinks could be used to tie stories with corresponding patterns.    (1D1)

Chili Beer    (1D2)

Since that night was our last in Carefree, I decided to organize a margarita BOF. Earlier, somebody had told us about the Satisfied Frog, a legendary Mexican restaurant and bar that had “a thousand different kinds of margaritas.” This was the obvious place to hold our BOF, so Josh, Jerry Michalski, Gerry Gleason, and I trekked on over.    (1D3)

As with most legends, the facts had been slightly exaggerated. The Satisfied Frog only served one kind of margarita, although in fairness, it did give us the option of frozen versus on-the-rocks and with or without salt.    (1D4)

The restaurant did, however, brew its own special beer — chili beer — which was bottled with a serrano chili pepper. It had a nice kick to it, but it wasn’t overpowering. I recommend it to those with a a penchant for adventure and a bit of a heat tolerance.    (1D5)

ChiliPLoP, Day 2

Today, my workshop began in earnest. My goal for today was to collectively
develop a working definition of collaboration, and I’m happy to say
that we achieved that (see Collab:Collaboration). Tomorrow, we’ll
start exploring patterns in earnest.    (1BW)

I have a great group of participants:    (1BX)

We began the day by introducing ourselves to each other. I asked each
person to relate their best collaborative experience. Most people
found it a difficult question, which jives with my overall
experience. Nevertheless, we managed to get enough out of the stories
for a barebones definition to emerge.    (1C2)

I then sent the participants off to read Chapter 4 of Michael Schrage’s
No More Teams! while I refactored my Dialog Map, captured using
Compendium.
(I’ll post the final map at the end of the conference.)    (1C3)

After lunch, I showed the participants my Dialog Map for the first
time. From that point forward, the map became part of the
conversation (Shared Display). We walked through several scenarios —
some of which had emerged from the earlier discussion — deciding
whether or not they constituted collaboration and why.    (1C4)

Afterwards, I refactored the map again, and we started refining the
definition. The end result is at Collab:Collaboration. I’ll post
more commentary on the patterns mailing list.    (1C5)

Throughout the day, all of us recorded possible patterns on index
cards. We’ll use those as a starting point for our discussion
tomorrow.    (1C6)

Side Notes    (1C7)

I had made my expectations very clear at the beginning of the day: My
goal for the day was to have a working definition of collaboration.
(A pattern Ofra calls Set The Pegs.) So, having accomplished that at
the end of the day, we all were satisfied.    (1C8)

On the way to dinner, I ran into another workshop participant who
asked me how my workshop went. I said, “Great. We defined
collaboration.” He thought I was joking. We had spent the entire day
defining one term, and I was actually happy about that.    (1C9)

This was very much by design, and to be perfectly frank, I was glad
that we managed to come up with something workable by the end of the
day. I am a strong believer in Shared Understanding as a prerequisite
for effective collaboration. I’ve also been influenced by the
MGTaylor process, which suggests that spending about two-thirds of the
allotted time on Shared Understanding and Shared Language and the rest
on the concrete objective is actually more effective than attempting
to spend all of the time on the concrete objective. The reason is
that you are not capable of effectively attacking the concrete
objective without first developing Shared Understanding. The end
result is that you end up trying to solve both problems simultaneously
(and often unconsciously) and up doing both poorly. Additionally,
because you were not realistic with your expectations up-front,
everyone walks away disappointed.    (1CA)

The proof, of course, is in the pudding. It’ll be interesting to see
how my participants feel about our overall productivity by the end of
the day tomorrow.    (1CB)

Earlier that day, I described Blue Oxen Associates to another attendee,
who wondered, how will we make money if we give our pattern language
away? He was actually trying to tactfully ask how we make money,
period. I don’t think he realistically thought that we could make
money selling a “proprietary” pattern language.    (1CC)

My response: The real value is in the experience, not in the text
itself, which without context is simply more information in the
infoglut. If you can gain value from merely reading our material,
outstanding. We give it away to heighten the potential impact.
However, to truly appreciate the research, you need to experience it
firsthand. I see Blue Oxen Associates as a new type of learning
organization, where members learn by experiencing and participating in
what we study and what we learn. The value is in the experience and
in being part of our community, and that’s what we expect people to
pay for.    (1CD)

Finally, in the evening, Jerry Michalski demonstrated The Brain, a
Personal Knowledge Management tool. Sadly, it was late in the evening,
and only a few people saw the demo; tomorrow, I’m going to suggest
that he do it again. I had seen The Brain before, but Jerry’s demo is
particularly compelling because he’s been adding data to it since
1997.    (1CE)

One thing that really comes through with The Brain is how little
semantic richness you need for a tool to be useful. The Brain supports
typed links, but Jerry doesn’t use them. Instead, he uses topical
nodes to relate other nodes. In essence, it’s a barebones graph model
with a great UI, but its utility is tremendous. We don’t have enough
tools like it.    (1CF)