SEPG tutorial

Dialog Mapping:We can’t go on meeting like this*: 

Dialog Mapping: We can’t go on meeting like this* Dr. Jeff Conklin Director, CogNexus Institute cognexus.org * Thanks to Stan Rifkin

Purpose of Dialog Mapping: 

Purpose of Dialog Mapping Creating meetings that are coherent and humane Facilitation for non-facilitators – using a shared display Collaborative sense-making among diverse (competing) stakeholders Dialog as Production: making a map of key points, issues, decisions (creates group memory)

Three Elements of Collaborative Display: 

Three Elements of Collaborative Display Dialog Mapping IBIS QuestMap “Issue Based Information System” Horst Rittel … early 70’s Structure, grammar Graphical Software Facilitation Technique

Collaborative Display Systems: 

Collaborative Display Systems Three elements: Capture: Facilitator/technographer Hypertext diagram in shared display Conceptual structure/grammar

Collaborative Display: 

Collaborative Display

Collaborative Display: 

Collaborative Display 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16

Collaborative Display: 

Collaborative Display Human Short Term Memory: 7 ± 2 555 - 4952 X O

Dialog MappingDisplay system for the logic of conversation: 

Dialog Mapping Display system for the logic of conversation How to do it? That way This way Too expensive Take too long Make customer happy + - - Capture Structure Display

The Deep Structure of Conversation: 

The Deep Structure of Conversation The basic elements of design conversations: Questions Possible answers (Ideas) Arguments (for and against Ideas) Today, you will learn a new language! Fluency comes with practice!

How Humans Really Approach Complex Problems: 

How Humans Really Approach Complex Problems Time

How Humans Really Approach Complex Problems: 

Problem solving is Opportunity-Driven How Humans Really Approach Complex Problems

“Wicked Problems”: 

“Wicked Problems” You don’t understand the problem ‘til you have a solution Many stakeholders Changing constraints $$, time, players Run out of resources

Study: How Humans Really Work: 

Study: How Humans Really Work

The Fundamentals of IBIS: 

What should our word processing standard be? The Fundamentals of IBIS Question: A topic or problem to be explored and answered.

Idea: A possible answer or solution to the question: 

Idea: A possible answer or solution to the question What should our word processing standard be?

Argument: A statement for or against an idea (aka Pro or Con, Plus or Minus): 

Argument: A statement for or against an idea (aka Pro or Con, Plus or Minus) What should our word processing standard be? WordPerfect Excel

Finding hidden questions: 

Finding hidden questions What should our word processing standard be? WordPerfect - Excel What should our spreadsheet standard be?

Review: Ideas Respond-to Questions: 

What would be the best pet for my kids? Pony Dog Turtle Review: Ideas Respond-to Questions

Review: Pros Support Ideas, Cons Object-to Ideas: 

Review: Pros Support Ideas, Cons Object-to Ideas What would be the best pet for my kids? Pony Dog Turtle The kids would love me forever We have a small yard Whole family likes dogs Short lifespan

Review: Questions Expand-on or Challenge anything: 

Review: Questions Expand-on or Challenge anything What would be the best pet for my kids? Pony Dog Turtle The kids would love me forever We have a small yard Whole family likes dogs Short lifespan + What’s the best way to buy a pony? What kind of dog? How long do turtles live? What is our price range?

Written Exercises: 

Written Exercises Lunch Location Exercise Saturday Night Exercise Scattered Meeting Exercise

Paired Facilitation Exercise: 

Paired Facilitation Exercise Pair up – Pick who is Facilitator, who is Client Client: Pick a serious problem you’ve been thinking about. Starting describing it. Facilitator: Start writing down, in IBIS, the key elements: Questions, Ideas, Pros and Cons Keep showing your map to the Client, get their OK that you’re getting it right.

Slide23: 

How to Succeed in the New Age Individual Facts The Right Answer GAFI* * Gather data, Analyze it, Formulate solution, Implement it

Types of Questions: 

Types of Questions Deontic Questions “What should we do?” What metrics should we use? What should our process be? What should our next product be? Instrumental Questions “How should we do it?” How should we measure that? How should we reduce defects? What is the best way to get their support?

Types of Questions (2): 

Types of Questions (2) Criterial Questions “What are the criteria?” What are the requirements for this task? What are the goals of this project? Meaning (or Conceptual) Questions “What does ‘X’ mean?” What does “architecture” mean? What does “process improvement” mean?

Types of Questions (3): 

Types of Questions (3) Factual Questions What is X? Is X true? What is the current process? What is the budget for that process? What is the current defect rate? Background Questions What is the background to this meeting? What is the problem? Why do you do it that way?

QuestMap™: 

QuestMap™ Supports IBIS plus Notes, References … Multi-user shared space No limit to size or number of maps Prints maps and outlines Windows, Win95, Win98, NT, XP

QuestMap exercise: 

QuestMap exercise

A few tips …: 

A few tips … Seed the map before the meeting (questions) Write big and clear enough for everyone to see Split your attention between the group and the display Look for (hidden) questions

Getting Started at Work: 

Getting Started at Work Focus on project groups Facilitate for them, or teach them to take turns doing it for each other Computer + Projector … or Whiteboard + Computer Word, QuestMap, MindJet, Inspiration… Capture Action Items, Open Issues Take turns as scribe Capture brainstorms (pick top 3 items) Summarize decisions Downplay Pros & Cons (only used 10%)

Summary: 

Summary Project forces create fragmentation Shared understanding creates coherence How to create Shared Understanding: Listen to and capturing Stakeholder comments Provide a Shared Display of the conversation

Next Steps : 

Next Steps Practice! Practice! Practice! Start with simple problems Practice with your family and friends Practice privately in meetings Take the 2-day Dialog Mapping Workshop Facilitation skills are for everyone! Buy QuestMap ($89 single user) or get free 30-day trial version At CogNexus site follow links: Services & Products, Collaborative Technology

Slide33: 

http://cognexus.org And read the white papers on our web site If you would be interested in a 1- or 2-day workshop on Dialog Mapping, please go to the “Contact Us” section of the site and sign up to be on the mailing list. Indicate your interest.