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 STORIES 
The Newsletter of the Open Space Institute (US),  
Issue 2, September,1999 
 
Purpose of the Newsletter 
The purpose of the newsletter is to make our stories available to each other 
so that we continue to learn and grow. We hope they will serve you for 
education, examples, connection and pleasure. 
 
This newsletter is intended for the use of friends and members of the 
Open Space Institute (US). It may be reproduced in any useful way with 
acknowledgement. When copying, please include the author/contact/publication 
information at the end of each story. 
 
In This Issue 
1--OST and Transformation 
2--Accountants in OS:  Not So Conservative 
3--Open Space Does IT (Again!) 
4--The Future of Police Training 
 
 
 
 
OST and Transformation 
Suzanne Maxwell, Maxwell and Associates, New Mexico and 
Jonathan Reams, Institute for Transformative Leadership, British Columbia 
 
Our story  concerns an Open Space Technology event convened as  part of the 
Institute for Transformative Leadership's conference, "Awakening to 
Transformation,"  held in Nelson, British Columbia.  The Institute's 
four principles are Jonathan Reams, Jonathan Taylor, Keri Dickie-Clark 
and Patrick Quinn-Young,  The Open Space consultant is Suzanne Maxwell, 
Maxwell & Associates and ProcessWorks, Placitas, New Mexico. 
 
Our story is presented in the form of a Dialogue between Jonathan and 
Suzanne. 
 
Jonathan 
Early last spring, I was searching for someone to add to our list of 
presenters for a conference on business and consciousness, and saw 
Suzanne's smiling face on a web page that also described her as someone 
who did OST. I had read bits and pieces about OST, and was interested in 
talking about new processes that could be used in business. So I called 
her up, and of course we talked about process in general much more than 
anything specific. I asked if she was interested in participating. She 
was, but said to me that it was difficult to talk about OST. It was much 
better to do it. 
 
Suzanne 
There was something about Jonathan's way of talking about what he wanted 
to do that attracted me.  There seemed to be a depth of understanding 
beyond his descriptions of his experience.  He spoke of an Institute, 
newly forming in Nelson, British Columbia, whose birth came about 
following Jonathan and Patrick's involvement with a group that brought 
the community together to address potential Y2K issues. The numbers of 
participants in the Y2K gathering were extraordinary!  In a population 
of only 9000 they had attracted 420 people. As he talked about their 
experience in doing this, and the subsequent formation of the Institute, 
it seemed that they, an organizing group of 4, were following their 
inner voices more than they were driving a process.  They felt called to 
do what they were doing. 
 
Jonathan 
Suzanne presents us in such a good light :-) We also see it as a case of 
fools rush in where angels fear to tread. Our naiveté allowed us to try 
something audacious, and we dreamed no small dreams. Anyway, after some 
conversation with my colleagues, we decided to have the closing day of 
our conference use OST. We rationalized it by saying we couldn't 
possibly know ahead of time all the things people would actually want 
and need to talk about. So we plunged ahead unknowingly, trusting that 
the process would meet our needs. 
 
Suzanne 
When Jonathan first called me, we talked about my doing a keynote 
presentation on Dialogue and one on Open Space Technology.  As all of 
you know, talking about either one of these, simply misses the mark. 
Jonathan and his collaborators took to heart what I said about the doing 
versus the talking. 
 
Jonathan 
As I spoke further with Suzanne, I became aware of how our fledgling 
Institute for Transformative Leadership could use the OST day to ground our future 
activities. We would make the general theme of the OST day "what now" 
for the Institute. We had put out in our flyers that this conference was 
to be the "grand opening" so to speak of the Institute, and that it would in 
some ways set the future direction of our activities. So this broad theme 
was chosen, and left to sit as the press of details and organizing the event 
kept our attention elsewhere. 
 
Suzanne 
As we continued the conversation over the course of the planning 
process, we kept the focus for the Open Space process purposefully 
open-ended.  We did this to allow us to really home in on what was 
unfolding at the conference.  The conference was named "Awakening to 
Transformation - Emerging Consciousness and the New Economy."  Other 
keynoters included such scholarly thinkers, writers, or businessmen as; 
Richard Barrett, former values coordinator for the World Bank,  author 
of Liberating the Corporate Soul, Robert Forman of The Forge Institute, 
author of Grassroots Spirituality - What it is. Why it is here. Where it 
is going. Amit Goswami, a quantum physicist with The Institute of Noetic 
Sciences and author of The Self Aware Universe. How Consciousness 
Creates the Material World,  and Charles Tart, noted researcher of 
altered states of consciousness and author of Waking Up, and Living the 
Mindful Life, not to mention a host of other presenters whose work 
represented cutting edge thinking. With this kind of gathering in the 
room, and with the kind of conference attendees such a gathering was 
bound to attract, to not put such processes as Open Space (and Dialogue) 
to work seemed unthinkable to me. Both are designed to help bring about 
coherence within a system, to assist people in learning from each other, 
and to maximize the blessings of diversity represented by those present. 
 
Jonathan and his collaborators said "Yes."  We would intersperse the 
formal presentations with Dialogue and culminate the conference in Open 
Space Technology, all with the intention of finding guidance and 
direction for the fledgling Institute for Transformative Leadership. 
 
By, what I would call, a stroke of genius, our four organizers planned a 
pre conference day for themselves, the keynoters and the presenters to 
get to know one another and perhaps to begin the process of our 
cohering, and making meaning with our presentations and with their 
leadership in the conference structure.  They were looking for a unified 
message rather than a series of "talking heads." 
 
Jonathan 
What Suzanne calls genius was really just our desire to have fun for a 
day! We couldn't have done any of this if we weren't going to have fun doing 
it. 
 
Suzanne 
Play and information and food and dialogue were the soup's ingredients 
for that day.  Coherence was begun.   As the conference proceeded it was 
clear to me at least, that the day together was paying off.  There was a 
unity of what was being said, a synchronicity. 
 
Jonathan 
As the days of the conference arrived, within the unity and community 
forming, I began to feel pressure to bring closure to the openness created 
by the use of OST on the last day. People were uncertain that it was the best 
use of time, especially considering the keynote presenters time. Others 
wanted me to take "leadership" and give people direction for the day. 
The evening before the OST day, a group of us organizers and some of the 
presenters spent a couple hours struggling with how to frame the day in 
a way that would make best use of the potential that we sensed was at 
hand. We came up with an opening of us storytelling to frame the day. 
Meanwhile Suzanne was off preparing herself to hold the space for the 
day, taking the responsibility for that from me so that I could 
participate in a more direct way. 
 
Suzanne 
On the morning we were to enter Open Space, Jonathan and I talked about his 
experience of the night before and he shared his impressions of what he 
and the group wanted to use as the focus question.  The question would be 
"Now What?"from both the perspectives of the participants in thinking as to 
how they would apply what had emerged from them at the conference and also 
how the Institute might play a role and uncover it's next steps. 
 
We used a classic OST process, with the final product being hand-written 
"Session Reports" as we weren't able to access lap-tops.  The focus 
question of "Now What?" was posed after the four organizers set the tone 
for what the Institute hoped for in the process.  Some convenors focused 
on topics of interest to them and some focused on the Institute.  The 
response rate was delightfully higher than I generally experience, more 
than 20% of the total attendance.  We had to quickly make more paper for 
postings and encourage people to be creative with breakout space. Things 
were happening! 
 
Jonathan 
The morning of the day, I was palpably aware of the tensions, 
expectations and energy infusing the event. As I and my colleagues told 
the story of who we were and our struggle to manifest this event, the 
stage was set, and we opened the future of the Institute up for input. 
There was a flurry of activity as Suzanne opened up the marketplace for 
business, and people came forward with ideas for sessions, some around 
their interests, and some focussed specifically on our needs. Then there 
was a period of quiet, as the initial burst of activity waned. For a while 
people came forward one at a time to express their ideas for a session, 
and the tone shifted slightly. Then one person, who had come to play 
music for us and then stayed on participate in the rest of the 
conference, came forward to propose an "Enlightenment University." 
 
As his session was convened, a few of us showed up and waited to see if 
more people would drift in. I went off to another session focussed on 
ways to help the Institute get going, and afterwards, heard tales of 
excitement and vision about this possibility. The group had kept 
growing, attracting bodies and energy from all over the space we were 
meeting in. Enthusiasm had built to quite a high pitch, and people were 
taking this idea seriously. 
 
Being preoccupied with things that were in line with my expectations,  I 
was skeptical of this idea. It appeared to be very idealistic, 
ungrounded and impractical. Yet there it was. It has a life of its own 
in a sense, and our opportunity is to be the mid wives. The seriousness 
of support was made tangible by monetary donations, and the idea has 
caught hold for more and more people, generating more support and 
enthusiasm beyond what we could have imagined. It continues to grow, and 
catch us up in its wake. The possibilities are enormous, and the future 
wide open. 
 
For myself, taking part in Open Spaces for the first time as a way to 
launch an Institute was an incredible learning experience. Holding the 
space to resist the tension to bring premature closure was intense, and 
revealed much about human nature. My own interest in consciousness 
studies framed this experience as well, and having a quantum physicist 
present opened up depths of understanding of the mechanics of "holding 
space." One's ability to sustain unknowingness about outcomes 
contributes directly to allowing the waves of potentiality to grow. This 
is not just a nice metaphor, but a quantum mechanical description of how 
our consciousness constructs the space in which our reality manifests. 
It illuminated for me the spiritual nature of this process, as it is our 
heart's ability to be the ground of our being and intentionality in the 
world that can counteract the mind's inherent need to "know" and bring 
closure to reality. It also allows us to surrender our mind's attempts 
to control the universe, and for us to trust that indeed the universe is 
a friendly place. 
 
Suzanne 
Some who attended are still questioning the wisdom of using OST and others 
are praising its virtues. An online conversation among all the 
presenters has ensued  to keep the learning process going. At its core, 
the institute is about fostering profound learning, and the activities 
that support this individually and in community. And so the Institute is 
being born, with a project exceeding  it's expectations, ripe with 
possibility. 
 
Future Events 
The Institute will be hosting Richard Barrett's Corporate Transformation 
Models and Tools workshop November 3-5. January 24-26, we will host 
Suzanne Maxwell doing an OST training session, and in mid August we will 
have our next major conference! 
 
Suzanne Maxwell  maxassoc@aol.com, Jonathan Reams  Jonathan@Reams.com 
for STORIES, the Newsletter of the Open Space Institute (US)  osi@tmn.com 
 
 
 
 
Accountants in OS:  Not So Conservative 
Dee Green, TOP Performers Leadership Center, Australia 
 
Introduction 
Here is a very short story about a recent OS I ran here in OZ.  What I found 
really interesting was that usually accountants over here are very 
conservative, so I was quite surprised when they agreed to squeeze in the OS 
at such an inconvenient time for them. 
 
However they were truly amazed at the info that emerged and also that they 
could introduce new ideas to staff they rarely discuss business matters with 
such as admin staff.  I know they will run with a lot of the actions they 
set up in the strategy session, and hopefully develop rapidly. 
 
The Theme 
What is the future pathway for the company in the new millennium and how can 
we make sure everyone in the company is on the pathway together? 
 
The Process 
Open Space followed by a strategy session - after convergence. 
 
The People 
A young, fast-growing entrepreneurial accountancy - 12 people.  The average 
age of the partners was 32 and the accountants working for them averaged age 
26. 
 
When 
Limited time allowance due to commitments at end of financial year, 
I day only.  Although the company was under pressure to deliver accounts for 
tax purposes all three partners agreed to act with this event within one 
week of briefing. 
 
Where 
Melbourne, Australia 
 
Why 
The Partners wanted new products that would add value and grow the company 
direction, to be seeded and accepted by the staff. Also to have an 
indication of those staff willing to be responsible for pushing the company forward 
with new and innovative ideas. 
 
It was a perfect situation for Open Space Technology.  I convinced them to 
trust the process and they would get their results and more.  I was 
recommended to the company by a previous client, although I had not run an 
Open Space for them. 
 
The Rest of the Story 
The OS was very successful with the usual pattern of people being hesitant 
at first, then really into it by the second session. The data captured was most 
relevant to the topic. Staff enjoyed the process and having their opinions 
valued by the Partners. The Partners participated whole heartedly and were 
able to see the benefits of the information the staff provided. 
 
The new ideas for company development were accepted and ways to introduce 
these into the company were discussed in great detail. 
Through the process the staff and the Partners realised that their 
communications with each other at the workplace was not good. New systems 
were suggested for meetings and workflow. 
 
After convergence, strategies and implementation of the various topics 
arising from OS discussions were developed and recorded. The Partners and 
the staff worked as one group and various people drove the sessions. 
 
The experience was enjoyed and of great benefit to the company. All 
realising that everyone was responsible and accountable through personal committment 
and hard work for the success of the company in the coming millennium. 
 
Dee Green  tplcdej@sprint.com.au 
for STORIES, the Newsletter of the Open Space Institute  osi@tmn.com 
 
 
 
Open Space Does IT (Again!) 
Christine Roess, Consultant, United States 
 
In response to a client's interest in offering an innovative leadership 
event for his team, I facilitated an Open Space last spring which, typical of Open 
Space, was a great success. 
 
The client is the Chief Information Officer for a billion dollar specialty 
chemicals company in New Jersey.  He was bringing together his 
internationally dispersed team for a three day event to support them in 
their leadership, as well as create team goals and team spirit. He recognized its 
importance  and the difficulty of doing something that really made a 
difference with people who had such little time together. 
 
I told him about Open Space at a  coaching session we had and then I kind of 
forgot about it.  When I returned several weeks later, I truly didn't know 
what he was talking about when he said, "Okay, I want to go ahead with it." 
I said, "Go ahead with what?" 
 
It was a pretty much "by the book" Open Space.  I have facilitated about 10 
or 12 different events and, personally, lean heavily toward Harrison's 
original design.  About the only difference is that I add a "Commitments" 
section to the session reports. 
 
The topic that the client created for this Open Space was "Leveraging the IT 
Investment".  Cost cutting was their very strong current mandate and, while 
I 
always like to go for very "out there" kinds of topics-my client and his 
direct reports were very on-board for this highly relevant subject. 
 
We had 33 participants.  It was held in a hotel just outside of New York 
City.  It occurred over 2 days. 
 
They got the agenda up faster than any group I've ever been involved with. 
My client stood with me and a couple of his senior managers looking at the 
sessions that had been created and agreed that, if they had arranged the 
agenda they would have had about 1/3 as many items and they felt that every 
one posted was extremely pertinent to the topic. 
 
The 2 days floated by in typical relaxed, productive, light-hearted Open 
Space style.  On the morning of the third day, we came together in our 
completion circle.  Person after person said that they had come in highly 
skeptical and left a "believer".  One manager said, with mutters of 
agreement around the room, that usually he was exhausted by the end of the first day 
and dragged through the remaining meetings, but this time he was as fresh 
now, at the conclusion, as he was in the beginning. 
 
The following is a quote from the letter I received from my client about a 
month after the event. 
 
"I would like to compliment you for the excellent facilitation of our Global 
IT Conference.  The "open space" meeting format was the driving force
behind 
our most successful meeting.  The participants were pleased with the 
opportunity to help create the agenda and to participate in the topics that 
added the most value to them.  Attendees of the conference felt as if they 
owned the meeting and its related outcomes. 
 
Thanks again for exposing me to this format which enabled me to empower my 
staff to drive a great meeting." 
 
I was, of course, delighted.  It's so easy for everyone to win in Open 
Space! 
 
Christine Roess  CRoess2000 
for STORIES, the Newsletter of the Open Space Institute (US)  osi@tmn.com 
 
 
 
The Future of Police Training 
Martin Leith, Consultant, United Kingdom 
 
A two day Open Space conference sponsored by National Police Training 
(NPT) and held in Warwick, United Kingdom, on August 23 and 24, 1999. It 
was co-designed and facilitated by Martin Leith 
(http://www.martinleith.com), an innovation consultant who has been 
working with Open Space Technology since the late 1980s. 
 
Background 
 
The Home Office, of which NPT is part, is required to advise the Home 
Secretary on how to respond to the Home Affairs Select Committee report 
on the future of training in the British police service. The publication 
of this report coincided with the publication of a number of other 
reports covering the subject of police training, such as those written 
by Her Majesty's Inspectorate of Constabulary, the Police Federation and 
Sir William Stubbs. NPT decided to hold the conference to solicit the 
views of their customers: the police forces in England and Wales. Police 
officers and civil servants from most police forces took part in the 
conference, together with members of related organisations such as the 
Association of Police Authorities. 
 
The conference used a textbook Open Space process, topped and tailed 
with small group work. There were two one-hour periods of Open Space 
each day. Alogether there were 23 sessions: 15 on the first day and 
eight on day two. 
 
The report of the conference is summarised in a poem which was written 
by WPC Andrea Sakinah Reynolds, one of the 120 participants. She wrote 
it towards the end of the conference and was invited to recite it at the 
end of the closing session. It is reproduced here with her permission. 
 
 
OPEN SPACE TECHNOLOGY 
 
By WPC Andrea Sakinah Reynolds 3555 
West Midlands Police and National Black Police Association Executive 
24 August 1999 
 
Yes! The space was 'OPEN' 
Opened really wide 
Faces looked at faces 
Expressions tried to hide 
What on earth was this? 
And who has thought it up? 
Disorientated people 
Disgruntled and abrupt 
 
Open Space technology 
Was certainly diverse 
It was not in tradition 
And could not be reversed 
We really want didactic 
Tell us the answers now 
Does anybody in the room 
Know what, or when, or how? 
 
The future of training hanging 
Death by Mr Stubbs (1) 
Radical undressing 
No handling with kid gloves 
The questions were just pouring 
As debates were introduced 
Was Open Space, the process, 
Adequately used? 
 
There was one thing most obvious 
The answers were all here 
But what was missing was the bus 
To drive them all up there 
To the present Home Secretary 
For actions now to take 
To drive all British 'forces' 
To shake training wide awake! 
 
Can NPT petition? 
No they aren't the one 
Whose argument is accepted 
When all this hard work is done 
There is the Training Council 
With motives of their own 
So they will not be driving 
All our issues home 
 
Then there are associations 
ACPO, APA (2) 
And all the other unknown ones 
We heard of in the day 
The Open Space as process 
Seemed a diverse hell 
But surely all the issues are clear 
We've all done very well! 
 
So my dear Home Secretary 
This you ought to do 
Get a VISION for the Service 
So that Training gets one too 
Think about the standards 
Competence and all 
Think of Structures, open markets 
Keep all 'on the ball'! 
 
Don't say that this is complex Sir 
You have the answers there 
Just be the committed engine 
To drive the change in training here! 
 
References 
 
(1) Sir William Stubbs, an advisor to the Home Secratary 
(2) ACPO (pronounced Ackpoe) is the Association of Chief Police 
Officers. APA is the Association of Police Authorities. 
 
Copyright (c) Andrea Reynolds 1998. All rights reserved. 
No part of this publication may be reproduced without prior consent of 
the publisher. 
The exception being quotations used in analytic reviews and articles. 
The right of Andrea Reynolds to be identified as the author of this work 
has been asserted by her in accordance with the Copyright, Designs and 
Patents Act 1988. 
 
For more information about the planning, design and facilitation of this 
conference, please send an email to Martin Leith: ml@martinleith.com 
 
Martin Leith  ml@martinleith.com 
for STORIES, the Newsletter of the Open Space Institute (US)  osi@tmn.com 
 
 
 
 
Coming Events 
 
Here are the upcoming OS events: 
 
Open Space onOpen Space VII 
Sept. 25 -27 
Chicago, Illinois 
A gathering for experienced OS practitioners. 
Details:  http://www.globalchicago.net/osonos/ 
Contacts:  Sheila Isakson at isakson@juno.com or Michael Herman at 
mherman@mcs.net. 
 
World-wide Open Space 
Sept. 28 
Chicago, Illinois 
Join a discussion on growing the OS organizations around the world 
immediately following OSonOS VII. 
Details at www.globalchicago.net/osonos/ 
 
Growing Our Now, A Journey in Open Space 
Nov. 15-19 
near Birmingham, Alabama 
Beyond Our Times, more details at www.openspaceworld.org 
Contact:  Barry Owen at barryo@bellsouth.net or 615-356-2888 
Facilitators:  Harrison Owen and Barry Owen 
 
 
Here are the upcoming trainings: 
 
Oct 5-9 
Minneapolis, MN 
Contact:  Tom Thiss at 612-474-5172 
Facilitators:  Harrison Owen and Tom Thiss 
 
Nov 3-6 
Toronto, Ontario 
Contact:  Birgitt Bolton at birgitt@worldchat.com or 905-648-5775 
Facilitators:  Harrison Owen and Birgitt Bolton 
 
Dec 6-10 
New York, NY 
Contact:  Karen Davis at kdavis@tmn.com or 212-595-9107 
Facilitators:  Harrison Owen and Karen Davis 
 
Feb 22 - 26, 2000 
Berlin, Germany - Training in German. 
Contact: Michael Pannwitz at www.we-open-spaces.de 
Facilitators: Gabriela Ender and Michael Pannwitz 
 
Oct, 2000 
Chicago, Illinois 
Contact: Michael Herman at mherman@globalchicago.net 
Facilitators: Harrison Owen and Michael Herman 
 
 
STORIES is published online 3-4 times a year by the Open Space Institute 
(US). 
To subscribe, or to join OSI, contact Peggy Holman, osi@tmn.com 
To submit your story, contact Joelle Everett, editor, jleshelton@aol.com 
 
 
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