Media Coverage

Unconferences Cover article of Convene Magazine

For those of you who have never heard of Convene magazine it is for the “Professional Convention Management Association” The cover says “Lights! Content! Action! : The unconference, the virtually boundless meeting and other scenes from the content revolution p.46” It has a picture of a stylized business man and woman putting lightbulbs into a bigger light bulb – like building the light bulb. It kinda makes sense.

I am quoted several times in The Power of UN article.

Plus, they’re inevitable. It’s simply a given that the increased interactivity of the workplace will show up in the conference space, said Kaliya Hamlin, who in November was named to Fast Company’s list of the 13 most influential women in Web 2.0. Hamlin, “chief process officer” of Process Geeks, has facilitated more than 50 unconferences over the last three years, in high-tech as well as more traditional settings. She expects that interactive methods such as the unconference will disrupt the “groove that meeting planners have been in forever” of scheduling speakers and presentations six to nine months out, and creating meetings where the real work actually gets done during coffee breaks. Hamlin is a critic of traditional conferences – not because she discounts the value of meetings, but because she believes passionately in their potential to solve problems.

“I think there is a lot of uncertainty on the part of conference organizers who feel they have to have a preplanned agenda,” Hamlin said, “so that people will invest their time” in traveling to a conference. But it’s a mistake to think that keynotes are what bring people to a conference. “What is really valuable is the face time for conversations about critical issues and emerging developments,” Hamlin said. “Community is what brings people together. Supporting community interactivity is what gives conferences value.”

Interactive methods will work for anybody, Hamlin said, but they “must map to the way that professional communities interact with each other.” It’s a matter of trusting the facilitator or meeting designer to meet a community where it is culturally, she said.

In instances where Hamlin helps organizations incorporate unconference methods where they are unfamiliar, she often suggests that one traditional day of programming be followed by a day in which participants organize the content. Her clients often love the open-space day and find that experiencing them lessens their appetites for traditional conferences. “They like them a lot less,” Hamlin said, “and consider them to be ineffective.”

Open space is an awesome tool to use to deal with complexity, she said. “Magic happens in terms of collective understanding and breakthoughs.”

What is kind of amazing about this coverage is that I also was highlighted this month in Fast Company as one of the Most Influential Women in Technology for my other career in Identity. I wrote this article for them about the women working in user-centric digital identity with me.

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Marketplace Covers Unconferences

Last night I got several pings from friends who heard me on the last 5 seconds of Marketplace for the piece airing today on unconferences. I was interviewed by a correspondent of theirs during MacWorld in January. I hope they do a good job of covering the phenomena.
The web changes ‘everything’, including traditional conferences. Why would you go across the country to listen to people present papers, talk on panels, visit trade show booths or watch .ppt presentations when you could do all of that ‘online’?

  • Trade Show Booths – Type your industry niche in Google – visit the websites, do your research
  • Papers – read them beforehand
  • Presentations of Paper – watch them on YouTube
  • PPT Presentations – watch them on Slideshare
  • Get a sense of someone – Read their blog and check out their Flickr stream
  • Panel presentations – read a good blog conversation about the subject you are interested in

Face time with other people IS really valuable, rare and expensive. Having meaningful conversations, getting advice from peers and tackling challenging issues is something that is good use of time. Using methods that are structured but leverage the “wisdom of the crowd” gathered are what unconferences are about.

After attending the Internet Retailer Conference and the Online Community Unconference 2007 last week, I’m really seeing the amazing value that Unconferences offer. They have the right people in the room and I’ve found them to be tremendously valuable as a dialogue of sharing rather than the one-way communication of traditional trade events. It’s very much reflective of Web 2.0. If you haven’t been to one before, try one.
-Web 2.0 business by James Key Lim

When I design, facilitate and produce an unconference 80-90% of the time at the event will be spent in open space and the other 10-20% of the time will be spent with other large group participatory processes that help meet the gathered community meet its goals. These include Fishbowls, Spectrograms, cafe dialogue processes, Appreciative Inquiry, Marketplace of Ideas, Value Network Mapping, Polarity Management, Visual Journalism/Graphic Recording, and shared community maps.

This slide presentation shows both Open Space and other formats and goes with a 4 page PDF describing how Open Space is used in the communities I regularly facilitate. There is another presentation on human interaction design and unconferences. I recently wrote a piece called Unconferencing that describes how to ‘prepare’ to be at one.

I consult with organizations, companies, conference producers and community leaders helping them design effective unconferences. Recently I helped the Gates Foundation plan for an upcoming meeting of their Global Libraries Program. I also facilitate events a range of events that both I and others produce (a list of all my past facilitations is in the sidebar).

I specialize in bringing networks together that over time can innovate in complex environments. I have been leading the convening of the user-centric identity community since its inception. We are working on building the next layer of the internet – the identity layer. Our 6th major event coming up in May.

Since I began leading unconferences in the tech world I have expertise in how to use community web tools to complement the processes both before during and after.
I hope you enjoy the site, please contact me if you have questions about unconference or my consulting services. Kaliya (at) mac (dot) com

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She’s Geeky: A Women’s Tech (un)conference


I am working on a great new event this fall. It is for women who work in technology called She’s Geeky. It is October 22-23 in Mountain View CA.

I would encourage you all to let women you know in tech know about the event.

We have three simple goals with the event.

  • Exchange skills and learning from women from diverse fields of technology.
  • Discuss topics about women and technology.
  • Connect the diverse range of women in technology, computing, entrepreneurship, funding, hardware, open source, nonprofit and any other technical geeky fields.

We have aimed to make it affordable and accessible for women costing $125 (until Sept 30).

I have written more about my motivations and hopes over on Identity Woman. We are doing a blog/link campaign today so if you want to blog about the event today is the day to do it.

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Questions about unconferences

The Buzz Bin asks some interesting questions about unconferences.

I haven’t been to an unconference as of this posting and I’m curious to hear your thoughts. Are they really as great as people say? Or is it just hype because it’s something new?

To start off with the format of ‘unconference’ that you are referencing is at Corporate Communications and the Social Media Revolution. It is using a format that is quite challenging to actually do well.

Ragan has recruited Social Media guru Shel Holtz to chair the event and act as one of the discussion leaders. Think of these leaders as researchers who have been given the task of writing a report based on the knowledge in the room.

Let’s take the topic: “How do I get my CEO to write a blog that is personal and honest?”

The discussion leader will immediately call on those in the room who have already done this and ask them to explain. Meanwhile, Ragan will use interactive brainstorming technology to post tips, tactics and strategies on a screen as the day unfolds.

The format of rooms of 50-200 people with a ‘discussion leader’ that is pre-chosen and the topic areas are generated by the audience or that are ‘pre-chosen.’ I personally don’t think they are that different than talking heads conferences, and depending on the style of facilitation, can be more frustrating. If they organize breakout rooms and help people make the agenda in the morning, they can be amazing events.
Unconferences are really great when you have a good invitation – a clear purpose or inspiring reason that is attracting people to the event. Supernova Open Space was good but it wasn’t ‘great’ because the topic was very broad and the organizers did not really promote it as part of the ‘main’ event.

Several people who attended both said they enjoyed the Open Space day more then the talking heads conference part of Supernova. Unconferences are particularly great if you have someone taking care of holding the space well. This is details around the event by ensuring people’s needs are met for food, liquid nourishment and physical comfort.

First of all, the unconference is totally free. Really? OK, what’s the catch? Turns out only the first day is free – then they “hope you stick around” for the $795 conference that follows the next two days. Guess there’s no such thing as a free lunch.

First of all, unconferences are not by default “free.” There are many costs to bringing people together in large groups (venue, food, facilitation, supplies, hotel for the organizers, AV etc.). This can be covered by the participants themselves through a fee (granted this is at A LOT lower cost then traditional conferences, usually 5-15x lower) or by sponsors. Getting sponsors takes a lot of effort on the part of the organizers and can create sponsor fatigue. Just getting participants to pay something can make the model more sustainable. A friend of mine who put on a weekend unconference that he did not charge for ended up $3000 out of pocket. If he had charged something, he would have had a better handle on the number of attendees AND he would have had some money left over to cover unforeseen expenses that sponsors’ money didn’t cover.

The Internet Identity Workshop and the Online Community Unconference both are events that had very strong invitations and communities that they were reaching. They have a reasonable fee (anyone whose job it is to pay attention to or work in those fields has no problem paying the cost to attend). The organizers of both are committed to letting those for whom the cost is an issue attend. They also both had sponsors.

Next, the audience helps prepare the agenda. Two weeks before the event registrants will receive a survey to help shape the agenda and choose topics. Does this really work?

I am not sure what unconferences you are talking about that actually ‘set’ the agenda ahead of time online (perhaps PodCamp?). This makes for a regular talking heads conference without the benefit of organizer curation. What does work really well is attendees or potential attendees putting forward topic ideas ahead of time on the wiki. Then the day of the conference, they make the agenda together in the opening session using Open Space Technology. I use a grid on the wall with times along the side and spaces along the top and then the individuals come forward, write their session topic on a 8×11 paper, their name and then announce to the audience their topic and then post it on the wall.

Finally, it’s promoted as an idea exchange and brainstorming session. No boring lectures. Instead, a question will be posed and the “wisdom of the crowd” will answer it based on their collective knowledge. Sounds utopian. Wouldn’t chaos ensue if “everyone’s a speaker”?

Using open space technology everyone ‘can be’ a speaker, but in practice about 1/4 – 1/3 of attendees put sessions on the agenda. They do a range of things from giving a talk for 1/2 an hour, demoing their product, posing a problem they have and seek answers, or hosting a conversation about a burning question. You can think of these as a peer-to-peer learning environment.

Andrea in the comment asks this question: can this translate to an executive audience?

YES! if you have a facilitator with experience who is working with the conveners to ensure that the space is created in alignment with the cultural norms of the executive. Your production values for space and food must match that audience and therefore the price is not free.

The internet Identity Workshop has top people at Microsoft (Chief Identity Architect), Liberty Alliance (Executive Director), top people from Sun Microsystems, CA, Oracle, AOL, and other companies. It is a working tech conference, however. Recently I flew out to AOL and led an unconference that senior architects participated in. I was at TED 2005 and there was so much amazing brain power in the audience all sitting listening to presentations. I wonder what it would be like if they supported the audience making their own conference. David Hornik is trying an format called “The Lobby” with a $4,000 price point – so if you are attending you are an executive. I am curious what format they are choosing to use besides milling in the lobby.

One downfall, posted by blogger Kaliya Hamlin, is the gender bias she experienced. “I am ‘the woman’ doing the more feminine role of facilitation – a key part of what actually makes an unconference run was made invisible in the [BusinessWeek] article.”

I find it interesting the way my commentary on the Business Week article was put forward as a downfall of the event when it was really just a critique of media coverage of the phenomena, not the phenomena itself and specifically the writer of the Business Week article. The producers of the Online Community Unconference were very grateful for my help and fully ‘saw me’ to the attendees at all of my events. The article had a challenge.

Having said that womens’ attendance at BarCamps and other very geeky unconferences is an issue, I think this is in part because the ‘rules of barcamp‘ are not particularly welcoming and usually those communities don’t emphasize the art and practice of invitation.

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Interview on Unconferences up on Assignment Zero

I was interviewed for the new Wired effort to crowd source articles called Assignment Zero. Appropriately enough the first article is about Crowd Sourcing.

In my Interview “Your Online Identity Defines Your Role in the Crowd: Identity Woman builds networks of trust, face-to-face and through Internet Identity” was just posted last week.

I highlighted the differences between *camp ad-hoc way and Open Space Technology and talked about how effective it has been for the Identity commons community. It was a fun interview and I thought it would just be about unconferences however as we got to talking it was clear that user-centric identity played a role in making crowdsourcing really work. I am not a big believer in the power of ‘random groups of people’ solving complex problems. I think persistence of identity over time and context that allows the development of a transaction history or record could really be interesting because it is an architecture that can support the emergence of trust.

It was a pleasure to feel integrated talking about both main themes of my work.

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Where the Next Steve Jobs will be – at an unconference?

I had a great chat Thursday with Chris Taylor, “Futureboy” a senior editor at Business 2.0 Magazine. He has written a good post on the Business 2.0 Blog about unconferences and contrasts them with very high cost events like TED. First off error correction:

As Supernova takes place later this month, a free unconference, organized by Hamlin, will be going on right next door.

The Unconference – Supernova Open Space is being hosted by Supernova as a community space that it is sponsoring and helping create. It costs $25. It is also not at the same time as Supernova but the day before June 19th. So. If you want to come to that it will be great and so will Supernova itself where I will be speaking on Friday on User-Centric Digtial Identity with my Identity Woman Persona.

Back to the great article :) He points out the obvious – you are not going to meet the next “Steve Jobs” at least when he is in the ‘homebrew computer club’ stage of life at an event that costs $8,000 or $2,000. I am excited that he has highlighted an element that I emphasised but has not yet be put forward in the press articles about the “movement” that the INVITATION is a critical element.

“Unconferences are peer-to-peer learning,” says Hamlin. “Invitation is the most important element: Why do you want people to come together, and what do you want to talk about? People who share a passion create the day.”

It is interesting to see how finally Open Space Technology was mentioned but in “quotes” and draws a parrallel between open space and open source (there is more to say on this but I will save it for another post).

Just as programmers are using what they call “open source” to collaboratively build free software like Linux, unconference organizers are using what they call “open space” principles to build low-cost, design-it-yourself confabs.

Supernova will be great – this is the panel that I am on as Identity Woman.

Do You Know Where Your Identity Is?
(John Clippinger, Kaliya Hamlin, Reid Hoffman, Marcien Jenckes, Jyri Engestrom)
As our lives increasingly straddle the physical and the virtual worlds, the management of identity becomes increasingly crucial from both a business and a social standpoint. The future of e-commerce and digital life will require identity mechanisms that are scalable, secure, widely-adopted, user-empowering, and at least as richly textured as their offline equivalents. This session will examine how online identity can foster relationships and deeper value creation.

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Gender Biased Newsweek Article on Unconferences

This week was a great week for unconferences with the publishing of a two page article in Business Week. I was debating weather I would blog about the clear gender bias I felt in reading the article. However since Chris brought it up I thought I could chime in too.

I did want to take issue with his singling me out of “two fellow Web2Open organizers”, and bring some attention to gender blindness in media stories such as this one.

And I’m sure that Scott didn’t intend any malice, but that Ross and Tara, who both stood on those chairs with me went unnamed strikes me as a missed opportunity to highlight not only the hard work that lots of folks have put into building this community, but in particular undermines the credit that Tara deserves for the incredible amount of work that she did to make Web2Open happen. If anyone, she’s the one that really deserves to be called out in the article.

I wrote several well linked e-mails to Scott regarding Open Space and the unconference work I have been doing in identity community including sort of unbelievably at the ITU and in other tech contexts. I also spoke to him for about 45min at Web2.0 Expo regarding this work. He chose to quote Doug Gold extensively and not mention me even though I have facilitated all of the Mass Events Labs unconferences to date. I “the woman” doing the more feminine role of facilitation – a key part of what actually makes an unconference run was made invisible in the article. So there were two women who were closely related to this story Tara and myself and neither are mentioned.

Promoting women when they’re doing great things in the tech community has to become a top priority. Providing and seeking out the women who are serving in backbone roles within our community and bringing the spotlight to them and supporting them must become a shared priority. Working with women’s groups to create both inviting events and interesting opportunities to draw out and inspire the reluctant or hidden female talent is something that conference and *camp organizers alike must attend to.

Thank you for saying this Chris. It is really important that this “allyship” be more common.

I should hope, and moreover expect, that it would be the BarCamp community to take the first worldwide steps towards addressing this critical matter and setting some baseline priorities for how we’re going to improve this situation.

In this spirit of making *camp events welcoming I invite the *camp organizers and community to consider the nature of the ‘rules’ that are currently held up as those that *camp events should be guided by. Perhaps the ‘rule’ that everyone who comes MUST present is intimidating to people and perhaps particularly women who might come but are shy or unsure. In a culture where low self-esteme is so prevalent a more welcoming frame and ‘rules’ might encourage more women to experiment with coming to a *camp event. It may be as simple as including at least a reference on “the rules” page to Open Space and its guiding principles might alow some *camp organizers to experiment with more welcoming ‘rules’ or guidelines for their events.

Perhaps this whole thread can be a topic of conversation face-to-face at the SuperNova OpenSpace Workshop.

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Mashup Camp made the Merc

I am at Mashup Camp facilitating. Yesturday a San Jose Mercury News reporter came to cover they event and today we made the front page of the business section with this title – Plan-as-you-go “unconference” unleashes ideas.

I like the article (it is in its entirety in the next page of this blog post). It gets the reason why unconference really work – cause things move fast in this valley and even deciding the ‘agenda’ 2 months ahead makes for stale presentations.

How do you plan a tech conference agenda in the Age of the Internet, when everyone learns about developments in any given field as soon as they happen?
You don’t.
Instead, you give up on planning and hold an “unconference,” also known as an open space meeting.

Doug Gold is one of the organizers of MashupCamp -

he has organized traditional tech conferences, including the gigantic and now extinct Comdex show in Las Vegas. But those conferences were losing luster with the proliferation of online information.
“It rapidly became apparent that high-visibility speakers didn’t know a whole lot more than the audience.

It does a good job of describing the Open Space process that we went through to create the agenda.

The organizers simply put a big easel at the front of the room, displaying a grid with starting times and room numbers where discussion sessions could be held.
Participants wrote brief descriptions of ideas for proposed sessions on pieces of paper.
Then they lined up at a microphone to very briefly describe their ideas.
Next, they were handed a piece of blue tape and pasted their paper, with the discussion idea, into any vacant spot on the grid.
After about 20 minutes, Mashup Camp had a two-day agenda with 45 sessions.

It also trys to simplify how you “do it” In a way that is unfortunate – missing the skill and art of holding and creating space. This subtle point is hard to see. I am very glad that they do reference Harison Owen and the fact that Open Space is not ‘new’ just new to the valley.

How to hold an `unconference’

Participants decide among themselves what to discuss rather than following a pre-arranged agenda, run on principles taken from the work of management consultant Harrison Owen.

The Law of Two Feet: If you find yourself neither learning nor contributing, it is your responsibility to respectfully use your own two feet to find some place you are learning or contributing.


Also from the front page of the paper: Kaliya Hamlin walks past people putting up their ideas for discussion topics on the white board, the central organizing tool at the Mashup Camp in Mountain View

(more…)

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How to DIY Unconference

The Business 2.0 article in the June issue about unconferences has three steps listed (it is not on their website yet but GutsyPinay blogged it)… it skips over very important elements needed to make a sucessful events.

How to host an unconference – oversimplified version:

  1. Create a wiki
  2. Find sponsors
  3. Post author harrison Owen’s Law of Two Feet: any person neither learning from nor contributing to a group discussion must walk to another one.

Having put on a few unconferences myself (the Internet Identity Workshop that I co-produce and facilitate and MashupCamp that I facilitate) I thought I would outline the simple steps to host a successful DIY event.

I also must say it is disturbing to see the Law of Two Feet decontextualized out of the context of Open Space Technology’s principles and practices. Open Space Technology and the face-to-face process to create the agenda has played a critical role in making the best unconferences so successful.

Here are at least Eleven Crucial Elements to making a Great Unconference:


1) Think of a compelling topic
that could used some focused attention by smart people working in the field.

2) Bounce the idea off some influencers and innovators in that topic area to see if they like the idea of bringing people to talk about it more in depth over a few days. [These are like speakers but not - you can tell others they are coming and others will too]

3) Scout for Venues. Many unconferences happen in companies offices over the weekend. It is good to have a space that has a large open space for all the participants to be together and breakout rooms. Good things to have include

  • Wifi + ethernet (with lots of bandwidth),
  • being allowed to bring food in (the conference industry is full of venues that don’t allow you to bring in outside food – then they charge you $40 for box lunches)
  • White boards – you can improvise with paper if there are none
  • Projectors (you can invite attendees to bring some if the venue can’t supply all you need)

4) Craft an invitation that will inspire a range of people who could benefit from discussing the topic coming. (run it by the first invitees)

5) Put up a wiki for the event. Post the invitation on the front page. The wiki is used to share who is coming, post suggested topics, Sponsors, Directions to the venue, Nearby hotels etc. As the event happens the participants will use the wiki to document the sessions, links to podcasts, links to blog posts about the event.

6) Set up registration. If you are going to ask people to pay a little something up front set up a registration page with paypal. Fees for an unconference should be at the level that involves ‘chiping in to cover costs.’

7) Invite sponsorship to support the event amongst companies who play a role in the topic you are covering. Sponsors get community links, thank you’s and build community good will. It is a good value for the money – traditional conferences sponsorships can run between $10,000 and $100,000. You can buy 100 folks a breakfast at an unconference for $800 or dinner at a restaurant for $3000.
8) Get the word out. Announce it to lists that are related to the topic area. Ping bloggers who write about the subject – invite them ask them to blog about it. Encourage those who are coming to announce that on their own blogs.

9) Figure out the food.

  • Have abundant snacks we bought boxes of fruit from the wholesale market and nuts etc from Trader Joes.
  • We produced breakfast – begals, cream cheese, fruit, yogurt.
  • We bought the drinks for breaks and lunch from costco.
  • Lunch it is good to get catered by family owned restaurants you can budget about $10 per lunch. Asian food is usually good this way or a sandwich buffet.
  • Consider how you will support caffeination – we had a barista come in for about $800 a day.
  • Find a good restaurant near your venue plan a menu and a fixed price per person. We did $20 per person.

10) Sculpt the event. Choose participatory process that will support the group address the topics of concern in the community.

Use the Open Space Technology methodology to create the agenda (it is described in detail below)

Besides open space there are some conversation modalities that could help structure a conversation around critical issues. These include Fishbowl, The World Cafe, Dynamic Facilitation or Appreciative Inquiry.

Support people being able to introduce themselves to one another – they can just stand up and say their name and where they are from or they can play a game like a strong wind blows.

Consider having a structured 1/2 day before the unconference part to orient newbies.

Spectrograms can be a great morning activity in open space to mix things up and let you get a sense for how the community feels about certain issues.

Consider having a visual journalist/graphic recorder or a dialogue mapper to create shared display of the community conversation.

11) Event Day. Create a welcoming inviting space for people.

Have name tags that people write themselves. As a bonus let people identify themselves with stickers from the various communities they belong to.

Create the Agenda using the Open Space Technology methodology. Participants are then invited to come to the front of the room and write the name of there session topic and their name on a 8.5×11 paper. They announce the title of their session to the whole room and then post it on a schedule on the wall. Then once all the sessions have been posted the community standing in front of the schedule wall attendee move sessions around. Sessions are about an hour long with 15 min breaks and an hour for lunch.

The day closes with the all participants gathering in a circle one room and sharing for 20 -30 min the highlights of the day.

Encourage Wikiing of Sessions

Encourage Tagging of Blog posts and photos – Define the tag event initials and then the year is one way.

Encourage Podcasting of sessions and interviews with attendees

Create space for spontaneous interaction
Have a community space that gives people the freedom to meet their needs for connection and interaction

Follow the conversation about the event in the blogosphere by searching for the title of the event and taggs.

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