Doug Engelbart, Human Systems, Tribes, and Collective Wisdom

Sunday, December 9 was the 50th anniversary of Doug Engelbart’s The Mother of All Demos. There was a symposium in his honor at The Computer History Museum and much media and Twitter activity throughout.

Among the many things said and written that caught my eye that weekend was a Twitter exchange between Greg Lloyd and Mark Szpakowski. Greg tweeted a quote from this Los Angeles Review of Books article:

“At the very heart of Engelbart’s vision was a recognition of the fact that it is ultimately humans who have to evolve, who have to change, not technology.”

Mark responded:

And yet 99% of the Engelbart tribe work has been on the techie Tool System. http://www.dougengelbart.org/firsts/human-system.html … used to say “coming soon”; now it has disappeared. Time to join up with recent progress on Social Technologies for Complex Adaptive Anticipatory Human Systems?

I agree with Mark, with one caveat: It depends on how you define the “Engelbart tribe.” Let’s explore this caveat first.

Tribes and Movements

There are many folks specializing in process design (what Doug would have categorized as “Human Systems”) who consider Doug a mentor or, at worst, an inspiration. I’m one of them, although I didn’t start (exclusively) from this place when I started working with him in 2000.

Three others in this group have been direct mentors to me: Jeff Conklin, who spent a good amount of time with Doug, and Gail and Matt Taylor, who didn’t, but who knew of him and his work. David Sibbet, the graphic facilitation pioneer, came across Doug’s work in 1972 and worked some with Geoff Ball, who was on Doug’s SRI team doing research on facilitating groups with a shared display. Those four people alone make for an impressive, accomplished, world-changing group.

There are also many, many more folks doing important work in human systems who aren’t familiar with Doug’s work at all or who don’t identify with him for whatever reason. Doug himself thought that lots of what was happening in both open source software development communities and in the Agile Movement were highly relevant, although he had nothing to do with either. At the Symposium celebrating Doug, Christina Engelbart, Doug’s daughter and the keeper of his intellectual legacy, connected the Lean movement to her dad’s work and invited Brant Cooper, the author of The Lean Entrepreneur, to speak.

An effective movement is an inclusive one. What matters more: Seeing Doug’s vision through, or establishing tribal boundaries? If the former, then it’s important to acknowledge and embrace the work of those who may not have the same heroes or conceptual frames of reference.

I don’t think many of us who loved Doug and were inspired by his vision have been very good at this, and unfortunately, our tribalism has extended to technologists too. After the Symposium, I had drinks with my friend, James Cham, who is a long-time fan of Doug’s, but who wasn’t lucky enough to spend much time with him. James told me that Dylan Field (co-founder of Figma Design) was inspired by Doug and that he had hosted his own celebration of the Demo that same Sunday that 300 people attended. Amjad Masad (founder of Repl.it, a tool that Doug would have loved) gave a thoughtful toast about Doug’s work there.

I didn’t know either Dylan or Amjad, and I certainly didn’t know that they tracked Doug’s work and were inspired it. I’m fairly certain that the organizers of the official celebration didn’t either. That’s pretty remarkable, given how small of a place Silicon Valley is. Now that we know, I hope we can start making some fruitful connections.

Capabilities and Collective Wisdom

The movement of folks committed to Doug’s larger vision is much larger than the “official” tribe to which Mark referred in his tweet. But even if we take into account this larger group, I think Mark’s criticism still holds.

Doug sought to make the world collectively smarter. He believed the path to achieving this would be a co-evolutionary process involving both tool and human systems. In other words, new tools would give us new capabilities, assuming we learned how to master them. Those new capabilities would inspire us to create even better tools. Rinse, and repeat.

As my friend, Travis Kriplean, pointed out to me this morning, we can already test this hypothesis. Technology has already evolved exponentially. Have our collective capabilities — or even more importantly, our collective wisdom — evolved with it?

Let’s narrow the question. Our ability to capture, store, and share information has improved by leaps and bounds since Doug’s Demo in 1968. Has our collective memory increased as a result of that?

If you were pinning me down, I would guess, “no.” The mere existence of those tools don’t guarantee that we remember more. Furthermore, the tools have a nasty side effect of overwhelm. But, these tools certainly create the potential for us to remember more — we just have to figure out how.

Right now, my eight- and 14-year old nephews have access to this blog, where they can read many of my innermost thoughts, including stories I wrote about them when they were younger. Right now, they can explore my Flickr, Instagram, and YouTube accounts without even having to ask for permission. If they asked for permission, I would probably let them go through my Google Maps Timeline, which is automatically harvested from my cell phone’s location data and which contains a comprehensive journal of my every day travels over the past few years. They already have access to lots of information about me, including my efforts to distill little bits and pieces of my experience. Most of this is purely the result of technology, with a little bit coming from my occasional discipline of sharing thoughts here and there.

But does any of this help them become wiser? If not, is it because our technology has not evolved enough, or is it because our human practices have not evolved with the technology?

The best example I know of a human system that evolved with the technology are wikis in general and Wikipedia in particular. Not enough people realize that wikis and Wikipedias aren’t just tools. They are a wonderful marriage of human and tool systems that created fundamentally new collective capabilities, exactly the type of thing that Doug envisioned. They are also 20-year old examples. I think this speaks very much to Mark’s critique.

Perspective

For the past four weeks, I’ve been doing a little experiment as part of a cohort in which I’m participating. Every week, I’ve set aside three hours to write about lessons I’ve learned from different people (Doug Engelbart, Jeff Conklin, Chris Dent, Gail and Matt Taylor, and Kristin Cobble) and projects. I’m doing it primarily as a bottoms-up exercise to surface the core principles of my work, but I’m also curious to see if the stories themselves help people better understand my own story — why I do the work that I do and the core principles underlying my practice.

It’s been challenging and fun. It’s definitely helped me get clear, and I’ve also gotten good feedback from peers. I’ve benefited from decently organized notes over the years, several of which I published on this blog.

At times, I find myself flummoxed by how long I’ve been doing this. I “officially” started focusing on collaboration in 2002 — 15 years ago! — and I started this blog the following year. I’ve been pulling up lots of posts that I wrote a decade ago or longer, and while it’s been fun to revisit work that I was doing and questions I was exploring, it also leaves me wondering where the years have gone.

Then I think about my mentors. Jeff had been doing this work for 20 years when I first met him, Matt and Gail for almost 30, and Doug for 50! One of the many things that all four of these good folks had in common was that they were still curious, still learning. They had strong points of view that they had earned through many years of real practice, but they never let that interfere with their hunger to learn more and from anyone, regardless of age or background.

Compared to my mentors, 15 years still squarely places me in the beginner category, which is good, because that’s about how I feel. Maybe I’m in second grade now. It’s firing me up for what I’ll learn in the next 15 years, at which point maybe I’ll graduate to third grade.

More importantly, it reminds me how lucky I’ve been to have important mentors in my life and how important it is for me to pay it forward.

A Shining Example of Failure, Courage, and Learning

Last year, I co-led a project called the Delta Dialogues, an effort to rebuild trust and shared understanding around critical water issues in the Sacramento-San Joaquin Delta. I’m very proud of that work, and knowing that I would have to let go of this project was one of the things that made leaving Groupaya last year very difficult. However, I also knew that I left the project in the capable hands of Kristin Cobble and Jeff Conklin. Moreover, the success of this project ultimately hinges on the participants themselves, and we had a wonderful core.

From the start, we designed the Dialogues to be a transparent process. We hired my friend, Joe Mathews, to be the storyteller, and we gave him one task: Write what you see. He’s been doing that beautifully from day one, from the monthly blog posts on the Delta Dialogues website to his beautiful narrative in the Phase 1 Final Report.

Tonight, I came across Joe’s latest blog post, a description of last month’s meeting. On the one hand, it was hard to read. It was clearly not a good meeting, and clearly, my old team contributed to that.

On the other hand, I felt very proud. I’m proud of my old team, I’m proud of my old client, the Delta Conservancy, and I’m proud of all of the Delta Dialogues participants for continuing to demonstrate a commitment to transparency. It could not have been easy to experience a meeting like this, and seeing it described in this way for all to see could not have made it feel any better.

However, any attempt to solve a truly meaningful problem is, by nature, complicated and messy. When I see stories like this, I trust that I’m getting an authentic picture of what’s happening, and I also get an opportunity to actually learn from it. That doesn’t happen when you whitewash your story, prioritizing perception over learning. Most of the “failure movement” in the nonprofit and philanthropic sector feels whitewashed to me. We need to see a lot more authentic sharing if we’re going to get better at this kind of work, and I’m proud that my old team is modeling this.

I wrote previously about including a checkbox for failure in your list of success metrics, where I told a story of a failure we had at one of the Delta Dialogues meetings that I facilitated. Honestly, that story is like a badge of honor to me. We failed, because we tried something that was hard, we learned from that experience, and we made things better as a result. I’m betting that this most recent failure will turn out to be the same for the current team.

What can others learn from this particular failure? I’m sure there were a thousand things that could have been better, and I’m sure that Kristin and Jeff have been exhaustive in cataloging all of them. I’m also quite certain that they violated the first rule of Changemaker Bootcamp a thousand times over, and I probably would have done so as well if I were in their shoes. It’s easier to see the bigger picture from the outside. I had two major takeaways.

First, I was struck by the simplicity of Joe’s observation that 40 percent of the participants at this meeting were new. That should have been an immediate red flag, and yet, I can also understand how easy it might have been to miss that.

In Phase One, we brought a wide array of sophisticated tools, and yet, these only contributed in small ways to our success. The vast majority of our success was due to our ability to co-create a safe container with the participants  in which to have a very challenging discussion.

This was less about sophistication and more about effort. We devoted an incredible amount of time discussing this among ourselves and with the participants. We even threw in an additional meeting for free, because we felt it was critical to get right, and we needed more time in order to do so. We spent almost half of our precious time with participants doing site visits, rotating the location of the meetings, and giving participants a chance to viscerally experience each other’s lives and livelihoods. None of these ideas were particularly sophisticated, but the decision to prioritize these things in the face of many other pressures required skill and discipline.

In many ways, the current team was a victim of the original team’s success. Once you successfully create a container, people start taking it for granted, and it’s much harder to prioritize. If I were still leading the project, I don’t know if I would have had the skill and discipline to focus on these things in the face of intense pressure to do otherwise.

But, at the end of the day, facts are facts. Seven out of 17 of the participants that day were new. That’s a very large number. In that situation, you either have to commit time to reinforcing the container (either before or during the meeting), or you have to turn participants away.

Second, Jeff clearly had a bad day. I have worked with many great facilitators, and I have seen several of them have bad days. One of the things I learned from Matt and Gail Taylor was the importance of building a great support team and structure around the facilitators to increase the likelihood of their success. Otherwise, the only way a facilitator can be successful — especially when dealing with a wicked problem and a challenging environment — is by being superhuman.

No one is superhuman. Everybody has bad days, even with a great support structure around them. I think a lot of facilitators forget this, and when they have a bad day, they punish themselves relentlessly. Jeff is one of the truly great facilitators in the world. If he can have a bad day, then anyone can. This stuff is hard. It’s important not to lose sight of that.

The Delta Dialogues participants are committed and resilient. They’ll be back, and the process will get back on track.

Delta Dialogues

My biggest project last year was around water issues in the Sacramento-San Joaquin River Delta. That region is critically important to California, as it provides water for 25 of the 38 million people who live here — two-thirds of our population. This water is responsible for an estimated $400 billion of California’s economy — 20 percent of our GDP.

But there is much, much more at stake than that. There are almost a thousand different species of plants and wildlife in the Delta, much of it native, some of it endangered. California’s salmon industry is dependent on sufficient water flow in the Delta.

Then there are the people who make up that community: a half million people, a half million acres of nutrient-rich farmland, a quarter of a million jobs. These numbers barely scratch the surface of the story of that community: the way of life, the beauty of the region, and the wonderful people who live there.

I fell in love with the Delta while working on this project. This was the only thing that could have happened, because I love California, and I don’t see how anyone who loves California could not also love the Delta.

This simple fact was what made our project possible. Everyone involved loves the Delta. With all of the vicious fighting, name-calling, and litigation in that region over the past half century, it can be hard to see this.

Our team at Groupaya along with my friend and mentor, Jeff Conklin of CogNexus Group, spent much of last year designing and facilitating a process to build shared understanding and rebuild trust in the region. We called the process, Delta Dialogues (one of Kristin Cobble’s many brilliant contributions). I previously wrote a guest post about the project on the California Civic Innovations Project blog, where you can read a brief description of what we did and why we did it.

We hired my friend, Joe Mathews, journalist extraordinaire, California editor of Zocalo Public Square, and coauthor of California Crackup, to observe and write about the Delta Dialogues. He blogged regularly at our project website, and he wrote an amazing wrap-up piece, which we just released last Wednesday.

Go read it now. It’s wonderful: full of characters and color and context and learnings.

It’s also no-holds barred. We didn’t put any restrictions on him, other than a ground rule that participants requested, which was the ability to vet quotes before they were published. (Saying “we didn’t put any restrictions on him” suggests that we had the ability to put restrictions on him in the first place. Anyone who knows Joe knows that this would have been impossible anyway, so we didn’t bother trying.)

So Joe’s account is not all roses and candy. There’s some stuff there that isn’t pretty, specifically his descriptions of some disconnects on our team and of a poorly facilitated meeting in July, which was particularly inopportune in many respects.

Because I left Groupaya, I won’t be participating in the second phase of the Delta Dialogues. It’s one of the many things that made my departure so difficult, especially since we have a lot of unfinished business to attend to. However, it does give me an opportunity to do something that I probably would not have done if I hadn’t left: Write an account of why we designed things the way we did, what we learned, what we would have done differently, what we would have done the same. I will definitely be writing more about that July meeting.

Hopefully, people will find this valuable. At minimum, I know I’ll find it cathartic.

Kristin, Rebecca Petzel, and I will also do a live version of this from 3-5pm on Wednesday, February 20 in San Francisco. If you’re interested in attending, RSVP here for now.

While I tee up my new posts, you can read my previous writings on the project on the Groupaya blog:

If you have specific questions or topics you’d like to see me discuss, please leave a comment below.

Blue Oxen Barnstars

I just started a podcast over at the Blue Oxen Associates web site entitled, Blue Oxen Barnstars. The name comes from the Wiki notion of Barnstars, and it’s an opportunity for me to tell the stories of people doing remarkable collaborative work in my community. The first episode is with Jeff Conklin, whom I have mentioned many, many times here. Take a listen!    (N5G)

I had a great time putting the podcast together, and now that I have the basic mechanics of it down, and I plan on doing it often. The tools that are available for this are amazing. I used the Open Source Audacity for the sound editing, and I used Creative Commons music recommended by Paul Youlten.    (N5H)

While you’re over there, I’d encourage you to subscribe to the Blue Oxen blog, as I’m starting to post many of my stories and insights into collaboration over there.    (N5I)