Advocacy Developers Convergence in San Francisco

I enjoyed the Advocacy Developers Convergence last week, where about 40 super-passionate folks — mostly developers of advocacy tools — gathered in the Presidio to discuss ways to collaborate. Among those represented were Advo Kit, CivicSpace, IndyVoter, Groundspring, Identity Commons (one of three hats I was wearing), and many, many others. Aspiration organized and facilitated the event, and Blue Oxen Associates provided the Wiki.    (1JJ)

While the scope of projects represented — most of which were open source — impressed me, I was really taken by the collective energy in the room. These weren’t your average techies. These folks cared about improving the world, and their passion was palpable. Even the most hardened cynic would have walked away from that gathering with at least a smidgen of hope about our future.    (1JK)

I wore three hats. First, I was there to facilitate Wiki usage during the event. In this regard, I basically did nothing. Most of the people there were already highly Wiki-literate, and the rest picked it up quickly. Second, I was there to help Fen Labalme talk about the Identity Commons system and to identify other potential early adopters. Third, as always, I was there both to share what I knew about collaboration and to observe and learn from others. I was particularly interested in watching Gunner’s (Allen Gunn) facilitation technique. Gunner, who recently took over Aspiration along with Katrin Verclas, used to work for Ruckus Society, and has facilitated a number of interesting events, including several international Open Source boot camps.    (1JL)

Mapping the Space; Emergent Goals    (1JM)

One of Aspiration’s stated goals for the event was to begin mapping the space of advocacy tools. That begged the question: What exactly is an advocacy tool? It was a question most of us conveniently avoided. Some tools are clearly and specifically designed for supporting the needs of grassroots advocacy, such as email campaigns, volunteer organizing, and friend-raising. Several (most?) other tools used by advocacy organizations (such as MoveOn) have multiple applications — mailing lists, contact databases, and so forth.    (1JN)

We never reached a collective solution to this problem, but we seemed to be moving in the direction that Blue Oxen has already gone in determining how to map the collaborative tool space: Map functions (or patterns) rather than tools, and show how different tools can be used for different functions.    (1JO)

The other goal for the event was to identify and pursue opportunities for collaboration among the participants.    (1JP)

Aspiration’s stated goal for the event was to begin mapping the space of advocacy tools and to facilitate collaboration among the participants. A number of interesting projects emerged:    (1JQ)

  • Several people expressed interest in incorporating the Identity Commons protocols into their tools for Single Sign-On and Data Sharing (all with user privacy built-in).    (1JR)
  • An Open Source legislative contact database that activist groups could freely use.    (1JS)
  • Face-to-face code (and other) sprints. A small group is planning a VoIP sprint somewhere on the East Coast later this summer.    (1JT)
  • Internationalization working group, basically a support group for folks internationalizing their code. One of the great things about the attendees was that international representation was reasonably good. There were folks from Poland, Uruguay, and Canada, and people dealing with many other countries.    (1JU)
  • Technical outreach to organizations. Connecting these groups with the right tools, and explaining to them the virtues of open source. A group is planning to use a Wiki to generate a Nonprofit Open Source Almanac.    (1JV)

The challenge with events like these is sustaining the energy afterwards. Face-to-face events that go well are often victims of their own success, because they create a level of energy that is simply impossible to match online. That said, there are certain things that can help assure continued collaboration:    (1JW)

  1. Individual commitment to shared goals.    (1JX)
  2. Group memory.    (1JY)
  3. Shared workspace.    (1JZ)

This group has all of the above. People were super action-oriented. Tasks were getting accomplished on the spot. Requests for information were often followed a few seconds later by shouts of, “It’s in the Wiki” — music to my ears. In general, folks who easily acclimate to Wiki usage — as this group did — are already inclined to share knowledge and collaborate.    (1K0)

Facilitation    (1K1)

Gunner is both high-energy and easy-going. He’s got a goofy, infectious grin and is quick to drop gut-busting witticisms. It would be easy to ascribe the effectiveness of his events to his personality, but that would be largely inaccurate. A well-meaning and amiable person can easily kill the energy of a group by under- or over-facilitating. Gunner has a strong fundamental understanding of self-organizing systems and very good instincts for when to sit still and when to perturb.    (1K2)

Every good event I’ve attended with large groups of people followed MGTaylor’s Scan Focus Act model, and this was no exception. The beginning of these events are always about discovery and Shared Language. Discovery (or “scan”) is inherently messy and unsettling, but when done correctly, “action” naturally emerges. Most bad events I’ve attended are bad because they try to skip this first step.    (1K3)

Each day consisted of several breakout sessions with groups of three to five people, followed by report-outs, yet another pattern of effective face-to-face events. The agenda for the later breakouts emerged as the event unfolded.    (1K4)

The first day began with a game called A Strong Wind, which was an excellent way both to build energy and to get a sense of who was there. Following that and at the beginning of the subsequent days were In Or Out exercises, a way to get a sense of everybody’s mood and to build individual commitment to the collaboration that would follow. The first day, Gunner asked people to describe their moods in one word. The second day, he asked for colors that described their mood. The third day, he asked people to describe the most beautiful place they knew, be it a geographical location (e.g. California) or a situation (e.g. time spent with family, friends).    (1K5)

As a way to accomodate a number of demos, Gunner organized a Speed Geeking session on Tuesday morning. I’m not sure yet whether I liked it or not. On the one hand, I enjoyed the interaction and the energy. On the other hand, it was incredibly draining for the people giving demos (including me), who also missed out on the demos happening simultaneously to theirs. I think the Planetwork Forum model of eight demos — four minute presentations (PowerPoint highly discouraged) and two minutes of Q&A — followed by two hours of unstructured socializing/networking is more effective, but I’m not ready to discount Speed Geeking entirely.    (1K6)

Good Folks    (1K7)

The most important prerequisite for good events and good collaboration is having the right mix of people. I really like MGTaylor’s strategy for achieving this: The larger the group, the more likely you are of having that mix. This group was relatively small (40 people), and I suspect that Gunner and Katrin’s people instincts played a huge role in making sure we had a good group.    (1K8)

I hate to single people out, because I really liked and was very impressed by everybody there. Nevertheless, I can’t help but mention two people. First, I was glad to finally meet Kellan Elliott-McCrea, the author of Laughing Meme, in person. Time and again, I meet folks whose blogs I enjoy regularly and whose work I admire, and I constantly walk away even more impressed with their authenticity and their decency. It’s how I felt when I first met Ross Mayfield and when I met Seb Paquet, and I felt it again when I met Kellan.    (1K9)

Second, I was glad to meet Mark Surman, who’s based in Toronto. Mark founded the Commons Group several years ago, which is very similar in spirit to Blue Oxen Associates. I meet a lot of like-minded people, but it’s a rare treat to meet someone doing similar work. Mark and his group are doing great stuff. They’re an organization folks should keep their eyes on.    (1KA)

What I Want To Be When I Grow Up

There were two good posts on careers in the blogosphere recently. Ross Mayfield advises future entrepreneurs in a piece entitled “Budding Entrepreneurship.” I liked all of his points, but my favorites were:    (15C)

  • Change your major.    (15D)
  • Take responsibility beyond your years.    (15E)
  • Have fun with failure.    (15F)
  • Do different.    (15G)
  • Be a businessperson.    (15H)

Alex Pang offers a much different, much more personal take in his essay, “Journeyman: Getting Into and Out of Academe.” Alex’s post resonated strongly with me, but before I talk about his essay, I first have to commemorate this moment. We haven’t actually crossed paths physically before (as far as I know; we both happen to be frequent patrons of Cafe Borrone, so it may have happened), but we’ve crossed paths spiritually in many ways, and this will mark the first time we cross paths online.    (15I)

I studied History of Science in college and have continued to pursue my interests in that field in small ways. One of those was an extension school class at Stanford I took in 1998. The class was on postmodernism, but Tim Lenoir, who taught the class, soon learned of my other interests and showed me a project he was involved with. It was called the MouseSite, and it was an online oral history of the mouse (the device, not the rodent). Alex was also involved with that project, and his name stuck with me because his middle name is Korean.    (15J)

Fast forward five years. I accidentally discovered his blog several months ago via GeoURL, and I’ve been enjoying his entries ever since. (I’ve bookmarked at least two of his past entries with the intention of blogging about them, but never got around to doing so.)    (15K)

I didn’t follow the same career path Alex did, but I did some of the same soul-searching that he describes in his essay. I have always loved scholarship, and to this day, I long for the days I used to spend lost in the stacks at the library, taking pleasure in all of the things I didn’t know. As brilliant and as diverse and as intellectual as the Bay Area is, it still does not come close to the experience I had in college of being immersed in scholarship and surrounded by scholars.    (15L)

The flip-side of this is that I’ve also always been interested in entrepreneurship and social change, neither of which are commonly associated with academia. Resolving this schizophrenia has not been easy. Pang suggests that the institutional language (at least in academia) is so narrow, we don’t even know how to think or talk about careers that deviate at all from the “path.”    (15M)

I chose to work in the “real world” and pursue my scholarly interests on the side. This was possible from the beginning because Jon Erickson — the editor-in-chief at Dr. Dobb’s Journal, my first employer, and a good friend — strongly encouraged this. As a curious side note, one of my responsibilities at DDJ was putting together its special issues on software careers, which included writing editorials. Of the five that I wrote, four were about the importance of spreading your wings and extending your learning outside of your given field. My favorite was a piece entitled, “Reading, ‘Riting, and R-Trees.”    (15N)

I loved my work and the people at DDJ, but I eventually left because it only took me 80 percent of where I wanted to go. The boom made it a great time to explore, which I did as an independent consultant for four years. Then the boom became the bust, and I had to start thinking seriously again about what I wanted to do.    (15O)

I did two things simultaneously: I applied to a few Ph.D. programs in History of Science and I started Blue Oxen Associates. I did the latter with the belief that my (and other academically-oriented people’s) skills and interests were valuable in convergent ways and that there was an opportunity to create something that took advantage of this. I was directly inspired by organizations like Institute for the Future (which currently employs Alex).    (15P)

Last spring, a few weeks before we threw our launch party in San Francisco, I received an acceptance letter from one of the programs to which I applied. I decided not to go back to school, a decision that was more gut-wrenching than most people probably realize. Blue Oxen was progressing the way I had hoped it would progress, and a lot of people at that point had begun to jump on the bandwagon. I couldn’t give up on the vision at that point, and more importantly, I couldn’t give up on the people who supported me and were counting on me.    (15Q)

We’re still progressing, but we’re also still several years away from my larger vision for the company. I probably shouldn’t admit this here, given how I rant about being action-oriented and changing the world, but part of that vision has me sitting happily in a corner of the library, following some obscure and fascinating train of thought, and then joining fellow researchers afterwards for coffee and speculation about the life, the universe, and everything.    (15R)

Sheldon Chang’s SocialWave Blog

Sheldon Chang, a member of our Collaboration Collaboratory, recently announced a new blog: SocialWeaver: Building Real Communities Online. Sheldon has a startup called SocialWave that builds online communities as a way to strengthen communities within neighborhoods. He’s thought quite a bit about community-building in general and has a lot of interesting things to say, which is why I’m very glad to see him join the blogosphere.    (W1)

In his first post, “A Real Model for the Virtual Community,” Sheldon suggests that people must feel comfortable to build their online identities in order for an online community to be successful. This requirement prevents effective online communities from truly scaling.    (W2)

Sheldon’s blog entry generated some discussion in the collaboratory. John Sechrest discussed latent energy in forums, emphasizing the role that lurkers play in the effectiveness of an online community. He also posed and elaborated a theory of group size: The maximum size of a manageable community is 256 people. (Ross Mayfield described a more scientific theory of group size, based on Robin Dunbar’s research, at his talk last November.)    (W3)

Battling Group Think

Geoff Cohen asked:    (PM)

As we build different kinds of groupware/social software, what’s the role of consensus, and how powerful is it? Does software make reaching consensus easier or harder? For purely message-driven systems like email lists or USENET, consensus is much harder to reach than it would be in a real-life meeting. But once consensus is reached, breaking that consensus often brings down the flames of wrath. All of this is somehow invisibly coded in the interstices of the software architecture and human nature.    (PN)

…    (PO)

Could we architect social software that fought groupthink? Or does it just make the gravitational attraction of consensus, even flawed consensus, ever so much more irresistable?    (PP)

Seb Paquet responded:    (PQ)

I think the key to avoiding unhealthy levels of groupthink has to do with designing spaces that consistently exert pull upon outsiders (or social hackers or community straddlers), so as to keep the air fresh.    (PR)

…    (PS)

I think the blogosphere exhibits this kind of “outsider pull” much more than topic-focused forums.    (PT)

…    (PU)

But what about action? A diverse group has fewer blind spots, but on the other hand, agreement in such a group can be harder to establish, so there is a real possibility that the group will go nowhere beyond conversation. Is a core of agreed-upon ideas necessary for group action to take place? I think so. Does this mean that group action requires groupthink? Not necessarily, because some people are able to act upon ideas without believing in them so strongly they can no longer challenge them.    (PV)

Ross Mayfield added:    (PW)

He [Seb] is right that groupthink is avoided by a social network structure that allows a dynamic and diverse periphery to provide new ideas, but the core of the network needs to be tightly bound to be able to take action.    (PX)

That’s the main point of Building Sustainable Communities through Network Building by Valdis Krebs and June Holley.    (PY)

…    (PZ)

The ideal core/periphery structure affords a densely linked core and a dynamic periphery. One pattern for social software that supports this is an intimacy gradient (privacy/openness), to allow the core some privacy for backchanneling. But this requires ridiculously easy group forming, as the more hardened the space the more hard-nosed its occupants become.    (Q0)

Finally, Bill Seitz commented:    (Q1)

I think a shared mission is necessary. Whether that amounts to groupthink is a fair question.    (Q2)

There are a goldmine of ideas here, and the discussion is highly relevant to issues currently faced by the Collaboration Collaboratory. I’ll address them one at a time.    (Q3)

Group Think Versus Group Action    (Q4)

Bill’s comment points to the crux of the matter. What qualifies as Group Think or Group Action? We’ve discussed this question a lot at Blue Oxen Associates. In our upcoming research report, we draw a distinction between bounded and unbounded goals, and individual and collective goals. Generally, having shared unbounded goals is enough to constitute group alignment, but having shared bounded goals is required before you can call an effort “collaboration.”    (Q5)

The larger the group, the harder it is to define a shared, bounded goal that every group member will endorse. A good example of where this happens are elections. In the case of Howard Dean supporters, for example, the community is defined by a universally shared, bounded goal — voting Dean for president in 2004. As we’ve seen in the Dean case, having that universally shared, bounded goal was a galvanizing force for a previously unseen community of progressives in this country.    (Q6)

For large groups, I don’t think it’s necessary to have universally shared, bounded goals, although it’s nice when it happens. It’s enough to have small subgroups sharing different bounded goals, as long as they do not conflict with the unbounded goals, which must be universally shared.    (Q7)

The Intimacy Gradient Pattern    (Q8)

An aside on terminology: Intimacy Gradient is an excellent name for the phenomenon I first tried to describe in a previous blog entry, where I introduced the Think Out Loud and Whine In Private patterns. The problem I had in describing the Whine In Private pattern was that some spaces — blogs being the best example — felt like private forums, but were actually public. So people whining on their blogs are not actually Whining In Private; they just feel like they are.    (Q9)

Ross also used the term Backchannel, which I had also recently noted in my Wiki as a good name to describe this mostly private, but partially public space.    (QA)

Community Boundaries    (QB)

One of the founding principles of the Blue Oxen Collaboratories is that the products of the discussion and interaction should all be freely available to everyone. This is why the mailing list archives are publically available, even if participation is restricted to members.    (QC)

There is an Intimacy Gradient pattern involved here. There is a small barrier to entry to participate in tight-knit discussions, which makes the environment more conducive to parlor-style conversations. On the other hand, anyone can benefit from the resulting knowledge, which is our ultimate goal. Our hope is that the collaboratories act as a substrate for a much larger conversation.    (QD)

This has already begun to happen, and blogs play a key role. Bill Seitz, Chris Dent, Danny Ayers, and I have all blogged about discussions on the Collaboration Collaboratory, which expands the conversation to a larger group. The side effects include countering Group Think, as Seb suggests, and also attracting new members who want to participate more directly in the lower-level interactions. Similarly, we mention these blogs on the mailing lists, so the collaboratory members are aware of the larger conversation, thus completing the circle.    (QE)

Are there hidden costs to these Intimacy Gradients? Absolutely. Examples of blogs being read by the “wrong” audiences abound. Gregory Rawlins became a victim when he made some choice comments about another programmer’s software on a private, but publically archived list. (Sorry, Greg, but I always get a good laugh when I reread this.)    (QF)

Nevertheless, I think the benefits outweigh the downsides. I recently joined Howard Rheingold‘s Brainstorms community, and have wanted to link to some of the discussions there, but couldn’t. It’s unfortunate, because those linkages are lost, but it’s a tradeoff I understand. Finding the right balance is tricky.    (QG)

How Open Should Wikis Be?    (QH)

Our original intention with the Wikis on the Blue Oxen Collaboratories was to treat them the same as the mailing lists — restrict writing to members, but allow anyone to read the content. However, we did not configure our Wikis that way, mainly because we couldn’t — UseModWiki doesn’t have this feature — and it was low on list of things to hack. (See PurpleWiki:RoadMap.)    (QI)

Based on our experiences with this configuration and further examination of other Wikis, I’m reluctant to change this model now. One potential compromise is to require registration to write to the Wikis, but to make registration free. The difference between this and simply allowing anyone to click on “Edit This” is subtle, but significant. I’m still a bit undecided on this issue, although I seem to be leaning in favor of extreme openness. The reason for this is simply that we’ve had some interesting contributions and comments to the Wikis that probably would not have been made if there were even the slightest barriers to entry. Again, it’s a good safeguard against Group Think.    (QJ)

This issue recently cropped up again, because both the PurpleWiki and Collaboration Collaboratory Wikis were vandalized for the first time. Chris Dent discovered the act first and quickly fixed it, noting, “In a way this is sort of a good sign. Infamy is almost as good as fame….” My reaction was, “Good catch, by the way. A good sign of a healthy Wiki is how quickly the community fixes vandalism.” Notable in both of our reactions was that we simply fixed the problem and moved on, instead of rushing to implement access control.    (QK)

John Sechrest, however, suggested that access control was exactly what the Wikis needed, which led to some interesting philosophical debate about the openness of Wikis. My response to John wasn’t very deep, but it does sum up my feelings on the matter: “Wikis are successful because the cost to contribute are zero. There are downsides, but there are also upsides. Get rid of one, you also lose the other.”    (QL)