InterTwinkles

Facilitating Online Consensus

Dissertation Proposal Critique, Charlie DeTar. Jan 30, 2013.

http://bit.ly/it-crit

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Committee

Chris Schmandt
Director, Speech + Mobility Group
Sepandar Kamvar
LG Career Development Professor of Media Arts and Sciences
Sasha Costanza-Chock
Assistant Professor of Civic Media

Outline:

  1. Motivation
  2. Background
    • Consensus
    • Group Decision Support Systems
    • Group research methods
    • Contemporary systems
  3. InterTwinkles
    • Methods
    • Design process
    • Walk through of current system
    • Workshops process, analysis, and timeline

Follow along! Presentation: bit.ly/it-crit Prototypes: dev.intertwinkles.org

Motivation

1. The Water Heater

2. Anti-war protests, 2002-2003

3. The board of an Apex Org

Research Questions

  1. What are the design considerations for an online system for consensus decision making?
  2. In what ways and for what reasons is the designed system appropriated, used, or abandoned by real-world groups?
  3. How can consensus-oriented groups do their work better online?

Contributions

  1. Technical: An extensible framework for communication tools that support consensus decision making processes.
  2. Design: Documentation of a participatory and iterative design process for the system.
  3. Analytical: A structurational analysis of the adoption and appropriation (or lack thereof) of the system within real-world groups.

Background

“Consensus”

1. Group Structure

Hierarchical v Horizontal

*Note: Orthogonal to “leadership”.

2. Scale

3. Structure

Informal v Formal

4. Tasks

Consensus

  1. Horizontal
  2. Small scale
  3. Structured
  4. Deliberation
  5. 100% approval?

100%

  • Benefits:
    • Solidarity, ownership
    • Get ideas from the broadest base possible
    • Cultivate leadership
  • Drawbacks:
    • Conservative
    • Insular
    • Selects for stubborn, loud
    • Directs attention inward
    • Slower

Hybrid Model

Why small consensus-
oriented groups?

  • They are everywhere.
  • Adequate tools to meet their needs do not exist.
  • Their meeting practices are a gold standard for efficacy and sophistication.

Consensus Practices

  • Facilitation tools:
    • Stacks
    • Progressive stacks
    • Clarifying questions
    • Points of process
    • Direct responses
    • Proposals
    • Friendly amendments
    • Straw polls
    • Discussion summaries
    • Tabling
  • Meeting phases:
    • Orientation
    • Check-in
    • Announcements
    • Agenda
    • Breaks
    • Check-out
  • Roles:
    • Facilitators
    • Note takers
    • Timekeepers
    • Vibes watchers
    • Shepherds
    • Buddies
  • Hand signals:
    • Twinkles
    • Approval / disapproval
    • Block
    • Wrap-it-up
    • New proposal
    • Point of information
    • Direct response
  • Formats:
    • Icebreakers / fire starters
    • Open stack
    • Go-around
    • Popcorn
    • World cafe
    • Dotstorm
    • Spectrogram
    • Solipsist's meeting
    • Neighbor interviews
    • Break-out groups

Consensus Practices

  • Facilitation tools:
    • Stacks
    • Progressive stacks
    • Clarifying questions
    • Points of process
    • Direct responses
    • Proposals
    • Friendly amendments
    • Straw polls
    • Discussion summaries
    • Tabling
    •    Prototype available
    •    Planned
  • Meeting phases:
    • Orientation
    • Check-in
    • Announcements
    • Agenda
    • Breaks
    • Check-out
  • Roles:
    • Facilitators
    • Note takers
    • Timekeepers
    • Vibes watchers
    • Shepherds
    • Buddies
  • Hand signals:
    • Twinkles
    • Approval / disapproval
    • Block
    • Wrap-it-up
    • New proposal
    • Point of information
    • Direct response
  • Formats:
    • Icebreakers / fire starters
    • Open stack
    • Go-around
    • Popcorn
    • World cafe
    • Dotstorm
    • Spectrogram
    • Solipsist's meeting
    • Neighbor interviews
    • Break-out groups

Group
Decision
Support
Systems

Greenhill & Waterfront, 2002 (Netherlands)
Urgent Grass-roots Distributed

GDSS “levels”

DeSanctis & Gallupe, 1987

  • Level 1: New channels or opportunities
  • Level 2: Structure channels to increase efficacy
  • Level 3: Perform reasoning or contribute content
Groups: Interaction and Performance (McGrath, 1984)

I. Generating tasks

Planning
Level 1: Large screen display, graphical aids
Level 2: Planning tools (e.g. PERT)
Creativity Level 1: Anonymous input of ideas; pooling and display of ideas; search facilities to identify common ideas, eliminate duplicates
Level 2: NGT, Brainstorming; Dotstorm, Firestarter
DeSanctis & Gallupe, 1987

II. Choosing tasks

Intellective Level 1: Data access and display; global search
Level 2: Aids to finding the correct answer, e.g., forecasting models, multiattribute utility models
Preference Level 1: Preference weighting and ranking with various schemes for determining the most favored alternative; voting schemes
Level 2: Social judgment models; automated Delphi; Resolve app
Level 3 Rule-based discussion emphasizing equal time to present opinion
DeSanctis & Gallupe, 1987

III. Negotiative tasks

Cognitive conflict Level 1: Summary and display of members' opinions; event histories
Level 2: Using social judgment analysis (SJA), each member's judgments are analyzed by the system and then used as feedback to the individual member or the group;
Ten Points, Resolve
Level 3: Automatic mediation; automate Robert's Rules

Mixed Motive Level 1: Voting solicitation and summary
Level 2: Stakeholder analysis; Progressive Clock app
Level 3: Rule base for controlling opinion expression; automatic mediation; automate Parliamentary procedure
DeSanctis & Gallupe, 1987

IV. Executionary tasks

Basecamp, Asana, Wiggio, etc.
Twinklepad

Whither the GDSS?

Lappeenranta Univ. of Technology, Finland


*Consensus Practices
Groups: Interaction and Performance, 1984

A Tautology for
Democratic Systems

If you build it, and they don't come, it's not a democratic system.

Structuration Theory

  • Technologies impart structures (built in by designers).
  • Users appropriate and modify these structures, and adapt them or adapt to them.
  • Groups and technologies emerge changed by the reflexive process.

As an analytical lens:

  • Works with real-world groups
  • Takes into account the collision between existing group structures/practices and technologically imposed ones.
  • Considers adoption, appropriation, diffusion as reflexive process.

Current approaches

1. Forum plus voting

Current approaches

2. Large-scale e-democracy

Barriers to use

  • "It's too hard... they think it's their fault, that they're just not good at technology."
  • "It doesn't work with current policy."
  • "The thought of more email makes me anxious."
  • Security fears
  • Efficacy, stability

InterTwinkles

Research Questions

  1. What are the design considerations for an online system for consensus decision making?
  2. In what ways and for what reasons is the designed system appropriated, used, or abandoned by real-world groups?
  3. How can consensus-oriented groups do their work better online?

Methods

  1. Participatory design => Iterative design
    • Documentation of design sessions and artifacts
    • Prototype stages and rationales
  2. Workshop process for bringing groups on board
    • Descriptive documentation
  3. Structurational analysis of appropriation
    • Interviews and observations to document group structures, policies, and practices
    • Metrics of feature usage
    • Post-interviews to document experiences.

Design

First attempt, 2011

Participatory workshops

Real-time <=> async

Flexible Access Control

Small-group oriented

Extensible

*Consensus Practices

Architected for appropriation
by developers

  • Base system:
    users, groups, search, notifications, events.
  • Apps as plugins:
    Dotstorm, Resolve, Ten Points
  • API for external services.
  • Easy to install on your own server.
    https://github.com/yourcelf/intertwinkles

Scenario

Geographically distributed org

Q: What should we choose as the theme for our conference next year?

Finalize decision

Workshops

  • Teach tools hands on
  • Develop plans for policy integration together
  • Establish methods for reflection and documentation
  • Ensure accessibility to all group members
  • Learn about group needs and iterate designs
  • Find ways to share and rotate roles for facilitation and responsibility
  • Goal: Inspire the same critical creativity to online tools that groups use for offline process.

Structurational Analysis

Orlikowsky, Using Technology and Constituting Structures: A Practice Lens for Studying Technology in Organizations, 2008

Timeline

2011 Early prototypes
2012 Jan-May First participatory design workshops, initial interviews. Standalone app design.
2012 June-2013 Jan Iterating unified design
2013 Feb Usability testing, bug fixing. Recruit additional groups, schedule workshops.
2013 Mar Public launch
2013 Mar-JunWorkshops, design iteration, interviews, documentation.
July-Aug 2013 Analysis, writing.

Contributions

  1. Technical: An extensible framework for communication tools that support consensus decision making.
  2. Design: Documentation of a participatory and iterative design process for the system.
  3. Analytical: A structurational analysis of the adoption and appropriation (or lack thereof) of the system within real-world groups.

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