Rereading a 2012 post by Jeff Jarvis, I was struck by the parallels between his take on news organizations’ responsibilities to their platforms and the responsibilities of conferences. Here’s the post in full:
Let’s compare Jeff’s points about media platforms’ responsibilities with my views on the responsibilities of conferences.
Users come first
“A platform without users is nothing. That is why [it] was wrong for Twitter to put a sponsor ahead of users. That is why Twitter is right to fight efforts to hand over data about users to government. That’s why newspapers built church/state walls to try to protect their integrity against accusations of sponsor influence. That is why Yahoo was wrong to hand over an email user to Chinese authorities; who in China would ever use it again? Screw your users, screw yourself.” —Jeff Jarvis
At conferences, the “users” are primarily participants. For decades, I’ve championed responsible conference designs that prioritize participants. This approach benefits everyone—participants, sponsors, and organizers—because when attendees’ wants and needs are met, their satisfaction positively impacts all other event stakeholders.
A platform is defined by its users
“In other words: Hand over control to your users. Give them power. Design in flexibility. That’s not easy for companies to do.” —Jeff Jarvis
Similarly, participant-driven and participation-rich conferences are defined by the participants themselves. They decide the topics and issues to focus on. Participants also learn about their peers in useful ways, enabling them to choose who to connect with from whom to learn.
Platforms collaborate
“Platforms have APIs. They reveal the keys to the kingdom so others can work with them and atop them. Are they open-source? Not necessarily. Though making its underlying platform open is what made WordPress such a success.” —Jeff Jarvis
In the same way, the processes of participant-driven conferences are open. My books and writing share these processes freely, allowing conference organizers to adapt them to their needs. Often, I adopt new ideas and share them with the broader meeting design community, fostering collaboration and growth.
Platforms need principles
“All this can, of course, be summed up in a single, simple principle: Don’t be evil. That’s why Google has that principle: because it’s good business; because if it is evil, its users — we — can call it out quickly and loudly and desert it.” —Jeff Jarvis
In my first book, Conferences That Work, I define the primary goal of the conferences I design:
“The primary goal of a peer conference is to create the best possible conference for each individual attendee.” —Chapter 5, Conferences That Work
All the principles and tools I’ve developed stem from this goal. For instance, I focus on creating safe conference environments, uncovering participants wants and needs, providing structure and support for connection and learning, and maximizing opportunities for reflection and facilitating change.
In contrast, conventional conferences often lack clear guiding principles, as they’re based on outdated broadcast models that cater to whatever principles the event owners prioritize.
A good platform is transparent
Black boxes breed distrust. —Jeff Jarvis
Similarly, peer conference designs are transparent. There are no hidden agendas, and the program is chosen by the participants. The only surprises are those created by the participants themselves.
A good platform enables portability
Knowing I can take my stuff and leave reduces the risk of staying. —Jeff Jarvis
The peer conference process is portable to virtually any topic or community. There is no “secret sauce”. Typically, I design and facilitate one peer conference for a client to address their event issues. Afterward, clients rarely need my help again unless their requirements change.
A good platform is reliable
Oh, that. —Jeff Jarvis
In the 1990s, I began designing and facilitating peer conferences on topics I knew little about. After a decade, I realized that the processes I had developed worked reliably across a broad range of communities. While the tools I use depend on my clients’ specific wants and needs, I’m now confident I can provide a conference that reliably satisfies all stakeholders.
The responsibilities of conferences
I’ve previously written about the parallels between the evolution and missions of journalism and events. It’s not surprising, then, that there are also strong parallels between the responsibilities of conferences and those of journalism platforms.
Since 2009 I’ve maintained an informal calendar of peer conferences (aka unconferences) on this site. It’s informal because I only list events I hear about, a minuscule fraction of the unconferences people hold every day. Even so, the calendar lists hundreds of events.
Currently, I add a few peer conferences a month. For example, as I write this the May 2024 listing includes an online peer conference and in-person events in Vienna, Austria; Raleigh, North Carolina; and two in Nepal.
For fun, I extracted a sampling of geographic locations from the calendar and plotted them on a Google map. Click the image below to view the detailed map.
As you can see, peer conferences take place all over the world!
World map of some major geographic locations of peer conferences listed in the Conferences That Work peer conference calendar. Click on the map for details.
Who holds peer conferences?
Look at the calendar to see the fascinating variety of communities that hold peer conferences. Some groups, like software developers and testers, are big fans and it’s interesting to see how often finance, healthcare, and food industry professionals, as well as religious groups, universities, and small businesses hold unconferences.
It’s also amusing to see groups you might not even know about who hold peer conferences. Associations for casino security, veterinarians, voiceover coaches, independent gardening stores, makers, builders, attorneys, teachers and education, sports commissions, product managers, cybersecurity, transportation, and many other communities of interest are listed. And then there are plenty of unconferences focussed on social and cultural issues, like leadership, DEI, the environment, peace work, political movements, good government, animal welfare, veterans rights—the list goes on!
Why I do this work
The incredible diversity of communities, organizations, and businesses that use participant-driven and participation-rich event formats is astounding. This calendar provides strong evidence that any group with something in common who wants to connect and learn can benefit from peer conference designs. As a perpetually curious person, I love the hundreds of opportunities I’ve had over the last few decades to learn about many kinds of communities, topics, and issues and the people who grapple with them.
Seeing how peer conference designs benefit these folks when they come together warms my heart.
Software testers do peer conferences right! (They even call them a peer conference, rather than unconference, a term I don’t like.) As evidence of software tester conference awesomeness, I offer three examples below. But first…
…a short history of the peer conference
I first designed and convened what I called a “peer conference” in 1992 for a group of IT managers at small schools that eventually became known as edACCESS.
During my 20+ years as an IT consultant and software developer, I got to know a delightful international crowd of software testers: those all-important people responsible for the impossible task of making sure that software works. After I talked about my meeting design work with pioneer tester James Bach at the 2004 Amplifying Your Effectiveness conference, the testing community somehow adopted the term peer conference for their get-togethers.
My code development days are long gone. I miss hanging out with the folks I got to know at these events. (Though I’m still in touch with some of them.) Regardless, peer conferences in the world of software testing are still alive and thriving!
And now…
Three examples of how software testers do peer conferences right
Here are some illustrative extracts from Lisi’s post.
Keeping participants safe
Feeling safe is an important psychological requirement for people in any situation, and conferences are no exception (1, 2, 3). Lisi shares another participant’s experience:
Step 1 before entering #SoCraTes2022 ✅ Organizers really do make everything to make everybody feel safe. Code of conduct, inclusive language, Conference Buddy,photo policy.. pic.twitter.com/9V1S109OaO
Providing a welcoming and supportive environment for first-time participants
SoCraTes 2022 included a Foundation Day “with fewer people and hence a smaller crowd to get used to. A day that covered fundamental topics without them being too basic, so I learned a lot even with topics I knew about. A day where we had a schedule set in advance, which took away the uncertainty of what would happen. A day to get to know people a bit already.”
Notice how this optional first day used more conventional session formats to make it easier for first-time attendees to integrate into the existing community.
“Over dinner, I realized I was not the only one joining this conference for the first time. Later on, we realized lots of people were new joiners indeed, based on recommendations they chose to give this conference a try. Was really great to see.
In the beginning, things were still a bit new, strange and even stiff; as it often is for me these days when suddenly seeing lots of people in real life. Within a short period of time I could loosen up, though. The more people I got to know, the more I relaxed and felt at ease.”
A participation-rich session format — World Café — was introduced at the end of Foundation Day
The World Café supplied an appropriate introduction and transition to the Open Space format used during the rest of the conference.
“To set the scene, a World Café was hosted by the wonderful Juke, getting all of us connected to SoCraTes and each other. How it worked? We had three rounds, a new question each round. For each group, one stays at the same place while all others look for a new group to join. The one who stays welcomes the new people and shares what the previous group had talked about. Usually this is supported by taking notes and drawing on flip charts or similar means.”
Open Space
SoCraTes 2022 used the participant-driven Open Space format to determine what sessions participants wanted to hold. Though Open Space is just one of the formats you can use to create participant-driven and participation-rich meetings, it’s probably the most well known and is often an appropriate process to use.
“In short: we build the agenda we want to see! And that’s what happened. It’s fascinating how you can really trust in the system. The queues to briefly present the proposed topics were really long, and the emerging schedule looked amazing. So many awesome topics…”
Session leaders used a wide variety of participative formats
Check out Lisi’s post for descriptions of many appropriate innovative session formats, including ask me anything, brainstorming, blind ensemble programming, the pipeline game, exploring feelings while reading code, a Code Retreat, and a retrospective.
Some closing insights
About listening and learning…
Today at #SoCraTes2022 I sat in a session and learned Scratch from a 11yo girl. And I was not the only one. Magic can happen people – you just gotta let it.
Also proves that no matter how junior, you can and will learn something from anyone if you only take the time to listen.
Phew, what an amazing time my first on-site edition of #SoCraTes2022 had been! ✨ So much to digest and follow-up on, lots of inspiration and confidence gained, and best of all: a newfound strong connection with this wonderful welcoming community. Thank you everyone! ❤
“The entire conference felt like a version of the world that could exist. Many small and large customs help people to get along better with each other. It starts with the name tags alone: take off the name tag if you’re too introverted to talk to people right now. A red tape means you don’t want to be photographed. The name tags are magnetic and hold the creative badges that people use to announce their pronouns – with a lot of artistic flair if you like.” —Eric, SoCraTes 2022 — a conference report [translated from German]
Compare the innovation and excitement at SoCraTes 2022 with just about any other conference you’ve attended. Can you see why software testers like Lisi think that peer conferences rock?!
2. The Unexpo Experiment
Here’s another example from a software testing peer conference, TestBash Brighton 2018. The conference designers invented a way to create “highly engaging, interactive, and fun” poster sessions. Check out my post that describes this “excellent example of how to invent, explore, evaluate, and improve new meeting formats”.
3. A free guide to creating peer conferences
Want to create a peer conference, but don’t want to buy any of my excellent books on this topic? (Hey, you can buy all three for just $29.99, but that’s OK 😀.) No problem, the Association for Software Testing published an excellent free introductory guide to creating peer conferences. Learn more about it, and download it here.
Final thoughts
I love and respect the software testing community because its practitioners think carefully and seriously about how to design their conferences. And then they implement and test their innovative designs, discovering what works and what doesn’t while also being open to the joy and excitement of the unexpected. A beautiful mixture of serious exploration, learning, and fun.
That’s the way to improve meetings!
Image attribution: #SoCraTes2022 peer conference photo by Markus Tacker
Part 1 of this series of posts gave an overview of what’s involved in implementing participant-driven breakouts in Zoom, and Part 2 explained how to prepare for The Three Questions.Part 3 describes how to run them using Zoom breakout rooms, and Part 4 covers how to create an optimum conference program. Read them before diving into this post! This post, Part 5, the last in this series, explains how to run your peer conference using Zoom breakout rooms.
Overview
Once you have developed and distributed your conference program, as described in Parts 1 – 4 of this series, it’s time to run it!
You’ll use the same procedure for every conference time slot. First, create breakout rooms for the peer sessions scheduled in the time slot, and then name each room with a number and session topic.
Currently, Zoom has no easy mechanism for participants to move from one session to another. So it’s best to share the conference program with participants in advance, and, for each time slot, ask them to pick the session they want to attend. I’ll describe the simplest (and most common) way to do this below.
Right before each session time slot, participants are assigned to the Zoom breakout room associated with their chosen session. Once this is done, the breakout rooms are opened and the sessions commence.
At the end of each session, participants return to the main Zoom meeting and indicate their choice for the next set of sessions. After renaming breakout rooms with the next set of session topics, the cycle repeats.
Moving between breakout rooms
At in-person conferences, participants are normally free to leave a breakout session and move to another one.
At an online conference using the Zoom platform, once participants are in a specific breakout room/session, they can only leave the room and return to the main Zoom meeting. They cannot move themselves to another breakout room unless they have been given co-host status in Zoom.
[UPDATE. Since September 2020, Zoom allows participants to move themselves to another breakout room. Nevertheless, I still strongly recommend having a staff member stationed in the main Zoom room (see below), as some participants may not know how to change their breakout room or have some other concerns that this staff member can address.]
Although one could give all participants co-host status so they could move themselves to different sessions, I don’t recommend it. Co-hosts have a lot of power in a Zoom meeting, and one malicious or careless participant could really mess up your meeting.
One big advantage of peer conferences is that opening with The Three Questions leads to conference programs that are much more likely to reflect participants’ genuine wants and needs. As a result, moving between simultaneous breakouts is relatively rare at in-person events.
Nevertheless, people will occasionally want to move to a different session during a time slot. (The most common reason, in my experience, is that they chose or were assigned to the wrong breakout room by mistake.) As a result, while you’re running sets of peer sessions, you’ll need to keep a staff member stationed in the main Zoom room. This person should have co-host status, so they can reassign participants who return to the main meeting from a breakout room and ask to join a different session.
Preparing participants to choose their desired session
Before each set of sessions begins, one of your staff (a Zoom host or co-host) creates a set of breakout rooms that match the peer sessions about to be held. Since you’re going to assign participants to specific rooms, pick the Manual option when creating the rooms.
While creating breakout rooms, provide participants with a numbered list of the breakout sessions for the time slot (see below). If you’re using Miro, add session room numbers and export or screenshot the relevant portion of the conference program.
To keep everyone in Zoom, I suggest having a host or co-host display the list, using screen sharing in the main Zoom meeting.
Now it’s time for participants to pick the peer session they want to attend. While they’re all present, display the current session choices and explain that to assign them to the correct session they’ll edit their display name to add the breakout room number in front of their name. Give them an example: e.g., “If I want to attend the Data Security session next, I need to change my name from Adrian Segar to 2 Adrian Segar.”
This is a common technique these days, and many people who are familiar with Zoom know how to change their Zoom meeting name while in the meeting. However, since some participants won’t know how to do this, provide instructions like these:
How to change your screen name on a PC during a Zoom meeting
1: Click on Participants in the Zoom toolbar at the bottom of your screen.
2: Hover the mouse pointer above your name until you see the option to select More.
3: Once you see it, click on it and select Rename.
4: Enter your desired name in the text field and click Rename to confirm your selection.
How to change your screen name on a mobile device during a Zoom meeting
1: If the toolbar isn’t visible, tap on the screen to display it. Tap Participants to bring up the list of meeting participants.
2: Find your name on the list and tap on it.
3: Tap Rename, enter your desired new name, and tap Done.
Have participants choose their peer session breakout rooms
Once participants understand how to change their Zoom name to indicate the breakout session they want, have a staff member monitor the name changes on the Zoom Participants list, and assign them to the correct room. Make sure that session leaders are present and assigned to the correct room before proceeding. Sometimes there are a few people who don’t add their room number to their name. Have another staffer contact them by text chat or directly in the Zoom meeting, to check whether they need help. If there’s anyone who can’t figure out how to change their name, ask them which session they want to join. Pass the participant’s name and desired session to the breakout room assigner.
Explain to participants that if they wish to leave the session they’re in, they should click Leave Room. This will bring them back to the main room meeting, where a staffer can move them into another peer session.
Start a set of peer sessions
Before opening the Zoom breakout rooms, check the Breakout Room Options, which should look like this. (You can change the countdown timer setting if desired.)
You’re ready to start the set of peer sessions! Tell participants they are about to be moved to their desired session and click Open All Rooms.
Ending a set of peer sessions
Five or ten minutes before the sessions are scheduled to end, let everyone know how much time is left in the session. Do this by clicking Breakout Rooms in the Zoom toolbar. Then click Broadcast a message to all, enter your message, and click Broadcast.
A minute before the sessions are over, click Breakout Rooms and then click Close All Rooms. In a minute or less, everyone will be back in the main Zoom meeting.
Do it again!
Repeat the above process for each set of peer sessions until all sessions have been run.
To create a fresh set of breakout rooms, click Recreate and then Recreate All Rooms in the Breakout Rooms window.
That’s how you run your peer conference using Zoom!
shown how to run your peer conference using Zoom breakout rooms (this post).
A final point. As you know, peer conferences use the conference arc design, which includes a closing process that’s tailored to the wants and needs of the meeting stakeholders (here’s an example). I haven’t covered this important conference phase in this series, but you should spend time thinking about and designing appropriate closings for your online event. Perhaps I’ll write more about what this might look like, and how it can be implemented online in a future post.
If you’ve been planning to implement participant-driven breakouts in Zoom, I hope this series has been helpful. As always, I welcome your thoughts, questions, and suggestions in the comments below.
Part 1 of this series of posts gave an overview of what’s involved in implementing participant-driven breakouts in Zoom. Part 2 explains how to prepare for The Three Questions, and Part 3 explains how to run them using Zoom breakout rooms. Please read them before diving into this post! In this post (Part 4) I’ll cover Step #2 — how to process the participant information uncovered in Step #1 to create an optimum conference program. Part 5, the last in this series explains how to run your peer conference using Zoom breakout rooms.
Creating and convening your conference program group
By the end of The Three Questions (see Part 3), your scribed Google document contains a rich list of your participants’ desired and needed topics, issues, and current challenges. Now it’s time for a small conference program group of conference leaders and subject matter experts to use participants’ answers to the Second Question to create an optimum conference program. (Part 1 lays out options for your participants while this is going on.)
Make sure your small group contains someone from each Three Questions breakout group. These people can identify participants in their group who have the expertise, experience, or interest in leading or facilitating the sessions you choose.
The conference program group can meet in a variety of ways. Perhaps participants are listening to a presentation while your small group meets in a Zoom breakout room. If attendees are taking a meal break, you can use the current Zoom meeting, and restrict attendance to the conference program group. Or you can simply set up a separate Zoom meeting for the small group to hash out the upcoming conference program.
Building your optimum conference program
The small conference program group needs a tool to review and organize the topics that participants have requested and suggested.
Tools for in-person meetings
At in-person meetings, I use the process Post It! for Programs, described in Chapter 22 of my book Event Crowdsourcing. Read Chapter 22 to understand the detailed process I summarize in this post. (You may find Chapter 21, Peer Session Selection and Sign-up useful too.)
The small group starts with a wall of participants’ topics, written on large sticky notes. We clean up, cluster, and consolidate the topics, moving notes around and rewriting them as needed. The small group reviews and rates the results, and chooses the most relevant topics. Finally, we find leaders and/or facilitators for these peer sessions and schedule them into an optimum conference program.
Tools for online meetings
Two tools that provide the above functions for online meetings are Miro and Mural. You can read a useful comparison of their features and user interface here. Miro has a free limited version, and Mural offers a free limited-time introductory plan. It’s worth upgrading to a paid plan for either of these products if you expect to use them regularly.
In this post, I’ll outline how to use Miro to collaborate remotely with your small group. I don’t know Mural as well, but you should be able to use it in a similar fashion. Even though the basic concepts can be quickly grasped, both Miro and Mural provide a rich variety of functionality. So you and your small group members should practice using them. Before the conference, give small group members a link to a “playground” Miro board where they can freely explore Miro’s frames, sticky notes, and tools.
Importing participant topics into Miro
Miro has a simple, though slightly obscure, way to import the topics from your Google doc into separate sticky notes. If you try the obvious approach —bulk copy all the topics and paste them directly into Miro — they’ll end up in a single block of text. Instead, open any spreadsheet program (e.g. Excel, Numbers, or Google Sheets) and paste the topics into the top left-hand cell. They will fill the leftmost column, with one topic per row. Now copy all these cells and paste them into Miro. Each topic will be added to a new sticky note, nicely laid out in a grid.
Here’s an example: the topic list shown in Part 3…
…turned into a set of Miro sticky notes via the above copy-paste-copy-paste process.
Process participant information: cleaning up and clustering topics
Once you’ve created a board of imported topics, copy it to a new board for the small group to work on. (In Miro, click on the name of the board in the top left-hand corner and click “Duplicate”.) This keeps the original topics available for reference if needed.
The next task is to review the topics and check that they’re clearly expressed. If a topic is unclear, rewrite the note or discard it. As you review the notes, notice themes and create a Miro frame for each one, plus a Miscellaneous frame for isolated ideas. Cluster topics by dragging sticky notes out of the original grid into the appropriate frames, as shown below.
The small group should have agreed on conventions for working on the topic board and identifying and collecting sticky notes that eventually become peer session topics. There are many ways to do this. For example, you can:
Use a specific sticky note color to indicate a potential or definite peer session topic. (You can change the color of an existing note from its context menu.)
Create a separate frame for topics that will become peer sessions.
Create frames or a space on the board for topics and frames that have been reviewed and are not going to be incorporated into the conference program.
Process participant information to determine the peer conference program
Use the process described in Chapter 22 of my book Event Crowdsourcing to determine the peer sessions you will offer, pick leaders and/or facilitators for each session, and schedule sessions into your conference program time slots. As you decide on each session, drag its sticky note into a “Peer Sessions” frame, as shown below.
In Miro, you can switch the type of a sticky note to a card. I recommend doing this for your chosen peer session sticky notes, since Miro cards provide you with a structured way to add data, like the names of session leaders, a long description, etc.
Distributing your peer conference schedule
As soon as you’ve created your peer conference schedule, distribute it appropriately to all participants. You could publish the schedule on your conference website, email it as a Google Doc, or supply it as a link in Zoom chat. Remember to also inform session leaders when their sessions will be held, and be available to answer any questions they might have. I also recommend distributing a version of the introductory handouts for peer sessions that are included in two of my books (Appendices 4 & 5 in Conferences That Work, or Appendix 6 in Event Crowdsourcing).
All that remains is to prepare for and run your online peer conference, which I’ll cover in the final post of this series.
Conclusion
First, a big thank you to the super-creative Liz Lathan of Haute Dokimazo for sharing with me how she collects and begins to process participant information online. Liz figured out how to use Mural to do this — the Miro process I’ve described above mirrors hers.
So far, in the first four posts of this series, I’ve:
Part 1 of this series of posts gave an overview of what’s involved in implementing participant-driven breakouts in Zoom. Part 2 explains how to prepare for The Three Questions using Zoom breakout rooms. Read them before diving into this post!
In this post (Part 3) I’ll cover how to run The Three Questions using Zoom breakout rooms.
Preparing staff to run The Three Questions in Zoom
As described in Part 2, each breakout room must be staffed by a facilitator and one or preferably two scribes. Before the breakout sessions of The Three Questions start, the facilitator and scribes need to know what they need to do, and have the necessary tools to do it.
Staff tools
I recommend that facilitators and scribes run Zoom on a personal computer, rather than a mobile device. This will allow them better simultaneous access to both Zoom and additional shared docs — typically a set of directions and a place for scribed participant responses, as described below. (Although less critical, I’d encourage participants to join the meeting on a PC too, if possible.) At the start of the meeting, make the facilitators Zoom co-hosts, so they can manage participants (mainly mute/unmute) in their Three Questions breakout room.
Each facilitator needs a countdown timer with a visual display: usually, a phone timer app — for example, Apple’s Clock. Displaying remaining time on the facilitator’s webcam is a simple way to keep sharing on schedule. (Hopefully, one day, Zoom will provide this functionality in their software.) For participants who join by telephone, the facilitator should give them a verbal “half-time” and “times up” message when needed.
Facilitators also need a way to track the time remaining in their breakout room, so they can ensure their room will finish as close as possible to the agreed upon time for all rooms.
Each scribe needs access to a place to scribe the responses to the second of The Three Questions: (the topics, issues, and challenges that participants want and need). Any online shared document can be used for this.
Here’s an example of a topic list created at a technical conference.
Three Questions facilitator training
Ask your facilitators to read Chapter 18 of Event Crowdsourcing or Chapters 31 & 32 of The Power of Participation so they are familiar with running The Three Questions. Decide on the sharing time, typically around 2 minutes, for each participant. Communicate it to the facilitators, so they will all be able to end their session at approximately the same time. Because all Zoom breakout rooms close at the same time, emphasize that time keeping is important, so that all participants get to share and everyone has the same time.
Three Questions scribe training
Explain to the scribes that their job is to record concisely the topics, issues, and challenges that participants share in response to the Second Question only. Introduce each scribe to their session scribing partner, and have them decide who scribes for the first sharer. Give your scribes the link to the shared online document in advance. Ask them to practice entering a few topics before their session starts.
When using a shared Google Doc, editors are assigned arbitrary names, shown in color during editing. It can be helpful for two scribes in the same session to learn each other’s assigned name before the session starts, so they can check on what their partner is writing.
Scribes can be participants too — when there are two scribes per session, one can scribe topics for the other’s sharing. Suggest that scribes alternate scribing for participants: one for the first participant, the other for the second, and so on.
If a topic is mentioned for which one or more participants have expertise and/or experience (the answer to the Third Question) it can be helpful to make a note of their names so they can potentially tapped as leaders or facilitators for the main conference breakout sessions.
It’s likely that some topics will be suggested in more than one of the separate Three Questions breakouts, or by several people in the same session. Since all scribes will be using the same Google Doc, it’s helpful for scribes to keep an eye on all the topics that are appearing during the breakouts. For a repeated topic, scribes can add an “x” at the end of the original topic line each time. Sometimes the topic will be similar but not the same as another topic. In this case it should be entered as a new item.
Running The Three Questions in Zoom Breakout Rooms
Before running The Three Questions, assign facilitators and scribes to specific numbered breakout rooms. Remember that breakout room assignments will be random. The main group facilitator or another designated staffer should, therefore, promptly move facilitators and scribes to the correct number room as soon as the rooms open. (See the section “Preparing breakout rooms” here to learn how to do this.)
At this point you’ll have a set of Zoom Breakout Rooms, each populated by an equal number of participants and a trained facilitator and scribe(s). Have everyone mute their audio except the facilitator and scribes.
Determining who shares next
During seated face-to-face meetings, it’s easy to keep track of who has or hasn’t yet shared by their location in the room. Online, it’s harder to track who hasn’t yet shared without a little help. (Don’t assume that a gallery view of participants will remain unchanged throughout the session; the display changes unpredictably if participants arrive or depart.)
Consequently, the facilitator should choose who shares next. (See this post for more information on “who goes next?” process.) To do this, each Three Questions facilitator must have their participants list visible. They then call on participants in turn, maintaining a written list of those who have shared. If the facilitator has a printer, track people who have shared on a printed screen shot of the attendee list.
Because people may join a session late, the facilitator should always check that everyone has shared.
Individual sharing
As each person shares, the Three Questions facilitator monitors their progress. If they are spending too much time on the First Question, let them know. It’s helpful to let sharers know when half their time is up, at which point they should be well into their answer to the Second Question.
If many people aren’t using their full time, point this out and encourage participants to say a little more. (But don’t insist that anyone share more than they originally offer.)
It’s a facilitator’s job to prevent people sharing too long, ensuring that everyone gets an equal amount of time to contribute.
When sharing in a Three Questions breakout is complete
When everyone in a Three Questions breakout has shared, there should be some free time left in the session. If desired, the session facilitator can solicit additional short expressions of interest in the uncovered topics, and perhaps suggestions of additional topics sparked by what has been heard in the group.
Each Three Questions facilitator should let the meeting facilitator know (typically by private message in Zoom’s text chat) when their session is over. The meeting facilitator can then close the breakout rooms once all breakouts are complete.
Participants will have met a useful number of other participants and learned useful information about each other, namely, details of their association with the meeting topic, their wants and needs for the meeting, and their relevant expertise and experience.
Conference organizers will have a comprehensive list of topics, issues, and challenges that are top-of-mind for attendees, plus identified participants who can facilitate/lead/present on them.
Conclusion
So far, in the first three posts of this series on participant-driven breakouts in Zoom, I’ve:
provided a brief recap of the benefits of peer conferences;
given a big picture overview of how you can hold one online;
explained how to prepare to run The Three Questions online in Zoom; and
covered how to run The Three Questions online in Zoom.
The next post (Part 4) will describe in detail how to carry out step #2 — creating an optimum conference program from the information uncovered in step #1— using Zoom.
Part 1 (an overview of what’s involved in implementing participant-driven breakouts in Zoom) is available here. Part 2 (preparing for The Three Questions) is available here. Parts 4 and 5 are now available.
Check back on this blog for future posts on implementing participant-driven breakouts in Zoom. To ensure you don’t miss the rest of the series, subscribe.
Part 1 of this series of posts gave an overview of what’s involved in implementing participant-driven breakouts in Zoom. Read it before diving into this post! In this post (Part 2) I’ll cover most of Step #1 of the previous post: preparing for The Three Questions using Zoom breakout rooms.
If necessary, get familiar with Zoom, including breakout room functions, before proceeding. I’ve included links to the relevant Zoom tutorials and reference articles, when appropriate, in the following instructions. Once you’ve done that, you’re ready to start creating participant-driven breakouts in Zoom.
What is The Three Questions, and why use it?
I developed The Three Questions in 1995 as a fundamental opening process for peer conferences. It’s described and explained in all three of my books. You can find the most detailed implementation in Chapter 18 of my 2019 book, Event Crowdsourcing.
The Three Questions is the most effective way I know to assist a group of people to get to know each other usefully, safely, and authentically. It’s quite different from the common but often artificial and awkward icebreaker approaches used in “team-building” and “getting-to-know-you” activities because it focuses on core information we want to know about the people we’re currently with: why they’re present, what they want to do/learn about/discuss, and what useful resources they possess.
Besides connecting people around their fundamental interests, The Three Questions is one of the best formats for discovering important topics, issues, and questions that were previously unknown to event organizers and a majority of the participants, as well as associated levels of interest.
Zoom’s key tool for effective active learning and connection — Breakout Rooms
Frequent and well-designed small group work is the key to creating active learning and connection at any meeting. Zoom’s tool for small group work is Breakout Rooms.
Zoom allows facilitators to speedily split a meeting into up to 50 separate sessions. Participants can be allocated to these separate sessions automatically or manually.
If you’re not familiar with breakout rooms, take time to review Zoom’s tutorials. Practice using them at small group meetings before employing them for a significant event!
Preparing for The Three Questions in Zoom
Learn about The Three Questions
First, read the detailed instructions on how to run The Three Questions which you’ll find in my books:
Event Crowdsourcing [2019] (Chapter 18) [recommended: most comprehensive and recent information]
The Power of Participation [2015] (Chapters 31 & 32)
Conferences That Work [2009] (Chapter 25, pages 260-265)
Decide on the number and size of your Three Questions breakout groups
Next, decide the number and size of your breakout groups. This will depend on:
the number of attendees;
the duration and scheduling of your conference; and
the time you plan to devote to The Three Questions.
As I’ve written elsewhere, these days, most meetings are small meetings (less than 100 attendees) and that’s a good thing! So the following barebones examples offer suggestions for online conferences with up to 100 attendees. They don’t include a closing session, which I recommend — I’ll make suggestions for appropriate formats in a later post.
With care, more staffing, and a beefier Zoom license, The Three Questions can definitely be run successfully at larger online events.
Example 1: 60 attendees, ~4½ hour event (includes ~75 minutes of breaks), two one-hour breakouts with three simultaneous sessions per slot (six peer sessions)
Suggested schedule:
Five minutes for the welcome.
Fifteen minutes to explain The Three Questions, for attendees to write their answers, and divide attendees into three breakout rooms with 20 people in each.
One hour for each (simultaneous) Breakout Room for The Three Questions; two minutes sharing per person, with a five-minute break after 30 minutes.
Fifty minutes for conference organizers to build the nine-session conference program and set up Breakout Rooms for the resulting sessions. See the Part 1 post for attendee options during this time.
Ten minutes for attendees to review the program and decide which session to attend.
One hour for the first set of peer sessions.
Ten-minute break.
One hour for the second set of peer sessions.
(Optional, but recommended) Closing session; for example some form of Plus/Delta.
Example 2: 100 attendees, ~6½ hour event (includes ~140 minutes of breaks), three one-hour breakouts with four simultaneous sessions per slot (twelve peer sessions)
Suggested schedule:
Five minutes for the welcome.
Fifteen minutes to explain The Three Questions, for attendees to write their answers, and divide attendees into five breakout rooms with 20 people in each.
One hour for each (simultaneous) Breakout Room for The Three Questions; two minutes sharing per person, with a five-minute break after 30 minutes.
Ninety minutes for conference organizers to build the twelve-session conference program and set up Breakout Rooms for the resulting sessions. See the Part 1 post for attendee options during this time.
Fifteen minutes for attendees to review the program and decide which session to attend.
One hour for the first set of peer sessions.
Fifteen-minute break.
One hour for the second set of peer sessions.
Fifteen-minute break.
One hour for the second set of peer sessions.
(Optional, but recommended) Closing session; for example some form of Plus/Delta.
Both of the above examples allow each participant ~2 – 2½ minutes to share their answers to The Three Questions with their groups. As described in my books, when calculating sharing duration add at least ten seconds per participant for the inevitable pauses between shares.
If you want to adjust the time allocated to The Three Questions, you can adjust the size of the breakout groups and/or the sharing time for each participant. But don’t stray too far from the suggested parameters of the above examples. And don’t forget to include breaks!
If at the start of the event, the number of participants turns out to be significantly different from what was expected, facilitators should be ready to collectively adjust sharing time so that the total sharing still fits comfortably into the scheduled Three Questions session length. Each Three Questions breakout should use the same sharing time per participant, so all breakouts can close at the same time.
Staffing an online Zoom peer conference
An experienced practitioner who’s familiar with Zoom can often handle the facilitation and technical support for very small meetings. Online Zoom peer conferences, however, require multiple staffers, who need to be identified and prepared in advance. Typically they will be set up as Zoom co-hosts. I recommend the following staffing:
At least one staffer handling technical issues: user support, muting/unmuting participants appropriately, assigning facilitators to their Three Questions rooms, and pre-assigning attendees to breakouts in Step #2.
A meeting facilitator, who introduces The Three Questions to the entire group. (This person can also be a facilitator for one of the Three Questions Breakout Rooms.)
A facilitator for each Three Questions Breakout Room, who keeps track of sharing time, and ensures the sharing runs smoothly.
One or two scribes for each Three Questions Breakout Room. (Two scribes will have a much easier task than one.) Ideally, scribes should have some conference topic experience so they can summarize attendee responses accurately and concisely. During each Three Questions session, scribes summarize answers to the second question, usually in a shared Google Doc.
A small group of subject matter experts who will review the topics, issues, and challenges uncovered in Step #1, build a responsive peer session program, find leaders for each peer session breakout, and publish the resulting program.
Each peer session will need one or more participants who lead and/or share useful experience or expertise and/or facilitate the session.
As for any conference, adequate preparation and, if needed, training, for meeting staffers is crucial for a smoothly run event. Until everyone involved is experienced in supporting online meetings, a pre-meeting mock run-through on Zoom is strongly recommended!
Preparing attendees for a peer conference
At in-person meetings, facilitation via verbal directions works well. Because online participants can be more easily distracted or late, I recommend distributing a short preparatory online document for participants to read before the meeting.
Be sure to communicate in advance the importance of being present at the start of The Three Questions. The document should contain a short explanation of the value and format of a peer conference and a schedule. You don’t need to provide detailed information about The Three Questions. You can see some examples here and here.
The facilitator can share this document on-screen while introducing The Three Questions.
Introducing attendees to The Three Questions
One of the advantages of creating a peer conference online with Zoom is that participants don’t need to physically move to separate breakout rooms. At in-person events this takes time. Consequently, it’s simplest to introduce The Three Questions to attendees when they are all together in the main Zoom meeting room. Once the explanations are over, and participants have been given a few minutes to answer The Three Questions in writing, it’s easy to allocate them to their separate breakouts.
At the start of the peer conference, welcome attendees and then cover any housekeeping issues. Ask all attendees to turn on Zoom text chat, which supplies a useful way for facilitators, scribes, and participants to ask questions, and assist with format and technical issues. Also share links via screen share and/or text chat to the conference introductory document, and the online document that will contain participants’ responses to the second of The Three Questions: (the topics, issues, and challenges that participants want and need), as described in Part 3 of this series of posts.
The facilitator who introduces The Three Questions can use the same guidelines and scripts provided in my books, with the following minor variation. At the start of the introduction, ask attendees to have paper and pen available. Instead of passing out printed cards, the facilitator shares their screen, displaying a copy of The Three Questions card, and then introduces the exercise.
Allocating attendees to Zoom Breakout Rooms for The Three Questions
Once The Three Questions has been introduced, give attendees a few minutes of silent time to write down their answers. (As always, emphasize the importance of writing their answers.)
Once you’ve checked that attendees are ready to continue, it’s time to assign them to breakout rooms.
After creating the breakout rooms, click Options and make sure the following (and only the following) options are checked:
Move all participants into breakout rooms automatically.
Allow participants to return to the main session at any time.
Countdown after closing breakout rooms.
As soon as people are randomly allocated to their rooms, find your individual room facilitators and scribes on Zoom’s participant list and move them as needed to their correct room. (See the section “Preparing breakout rooms” here to learn how to do this.)
Congratulations! You’ve completed the major portion of Step #1. You’re well on your way to creating successful participant-driven breakouts in Zoom. Part 3 of this series covers how the breakout room facilitators run their Three Questions session.
Conclusion
So far, in the first two posts of this series, I’ve:
provided a brief recap of the benefits of peer conferences;
given a big-picture overview of how you can hold one online; and
explained how to prepare to run The Three Questions online using Zoom.
The next two posts will describe in detail how to:
run The Three Questions online (Part 3); and
carry out step #2 — creating an optimum conference program from the information uncovered in step #1— using Zoom (Part 4).
Part 1 (an overview of what’s involved in implementing participant-driven breakouts in Zoom) is available here, and Part 3 (how to run The Three Questions) is now available here. Part 4 (how to process participants’ sharing to create an optimum conference program) is now available here, and Part 5 (how to run participant-driven breakouts in Zoom breakout rooms) is now available here.
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Why implement participant-driven breakouts in Zoom?
I’ve been designing and facilitating participant-driven and participation-rich in person meetings — aka peer conferences — for almost thirty years. Why? Because participants love these meetings!
Now the covid-19 pandemic has forced meetings online. Unfortunately, most online events are still using a traditional webinar/broadcast-style approach: presenters speaking for long periods, interspersed with chat-mediated Q&A.
Why Zoom?
Zoom has rapidly become the dominant platform for online meetings. Though there are many features that would make the platform better, it’s popular for good reason. Zoom:
has a well-chosen feature set;
is relatively easy to use; and
has proved very reliable despite the platform’s meteoric growth.
While Zoom is currently missing some functionality that would smooth the process flow, it’s already a viable platform for online peer conferences.
I started using Zoom in 2012, but since the pandemic began I’ve facilitated more Zoom meetings than the last seven years. And I’ve become intrigued with the possibilities of incorporating the peer processes developed for successful face-to-face meetings into online events.
I’ve written three books about why creating participation-rich conferences that deliver effective learning, connection, engagement, and action is so important, and how to do it for in person events. So I won’t repeat myself here; read them for full details!
In person meetings have vanished overnight. It’s time to implement what we’ve learned about great face-to-face meeting design and process into online meetings. Meetings will never be the same. When the pandemic is over, the meeting industry will have much more experience and understanding of what is possible online versus in person.
My mission is to make meetings better for everyone involved. That’s why I’m publishing this series of posts on how to implement participant-driven breakouts in Zoom.
I’ll start with an overview.
The big picture
The core reason why peer conferences work that they become what participants actually want and need. They accomplish this in real-time — during the event — via two essential steps:
At the start of the conference, uncover participants’ wants and needs and the resources in the room.
Develop an optimum conference program that matches the uncovered wants and needs with the resources in the room.
Once the conference program has been developed and scheduled, you’re ready to hold the resulting peer sessions. I’ll explain how to do this in a future post.
As in face-to-face events, I recommend allocating at least ninety minutes for step #1. If you are running an extended event (see below) with multiple sets of breakout sessions, schedule two hours. Note that these times include short breaks, as described in this post.
At the end of step #1:
Participants will have met a useful number of other participants and learned useful information about each other, namely, details of their association with the meeting topic, their wants and needs for the meeting, and their relevant expertise and experience.
Conference organizers will have a comprehensive list of topics, issues, and challenges that are top-of-mind for attendees, plus identified participants who can facilitate/lead/present on them.
Step #2
Step #1 generates a large amount of information about attendees’ real-time wants and needs, as well as relevant expertise and experience that can be tapped.
During step #2, conference leaders and subject matter experts use this information to create an optimum conference program. In Part 3 of this post I’ll explain how to do this. What’s important to know is that step #2 takes time!
For a small meeting (e.g., 60 people, two one-hour time slots with three simultaneous sessions per slot ==> 6 peer sessions) creating the program might take 30 – 60 minutes.
For a larger event (e.g., 100 people, three one-hour time slots with five simultaneous sessions per slot ==> 15 peer sessions) choosing a program might take 90 – 150 minutes.
Regardless of the time needed, conference attendees should be otherwise engaged during step #2.
You have (at least) three options at this point.
Allow attendees free time while the conference program is designed
One option is to schedule an attendee break that’s long enough to complete step #2. For example, if your attendees are from the same or contiguous time zones, consider scheduling step #1 so it ends around lunchtime for most of them. Your pre-conference schedule could then include an hour or more break for lunch while the program is developed.
Schedule a presentation for attendees during step #2
While conference leaders and subject matter experts are using step #1 information to choose and schedule peer sessions, the other participants attend a pre-scheduled presentation or session of some kind that’s long enough for step #1 to be completed.
Be sure to include at least a short break between the end of step #1 and the start of the presentation.
One minor drawback of this approach is that step #1 often involves checking the availability of participants who have relevant experience or expertise to lead a peer session, as well as their willingness to do so. Doing this (typically by private message in Zoom text chat) while these participants are involved in another session can be a little disruptive.
Schedule steps #1 and #2 on different days
A third option is to schedule your entire event over two or more days. This gives ample time for step #1 to be completed. For example, you could run step #1 for a couple of hours on Monday morning or afternoon, then complete step #2 and distribute the resulting conference program, and run the resulting peer sessions on Tuesday.
Conclusion
In this post I’ve provided a brief recap of the benefits of peer conferences, and given a big picture overview of how you can hold one online. Future posts will cover detailed descriptions of how to carry out steps #1 and #2 using Zoom.
Check back on this blog for upcoming posts on implementing participant-driven breakouts in Zoom. To ensure you don’t miss them, subscribe.
Today’s meetings need to give meeting-goers many options, not just a few. But this doesn’t mean filling the conference program with every conceivable session topic. To be enjoyable and productive, meetings need white space: free time for attendees to do what they want and need to do.
When we preschedule an entire conference program, each attendee’s only remaining choice becomes which sessions to attend. It’s like how the news industry uses polls, as described by Jeff Jarvis:
“Polls are the news industry’s tool to dump us all into binary buckets: red or blue; black or white; 99% or 1%; urban or rural; pro or anti this or that; religious (read: evangelical extremist) or not; Trumpist or not; for or against impeachment. Polls erase nuance. They take away choices from voters before they get to the real polls, the voting booth. They silence voices.” —Jeff Jarvis, Polls subvert democracy
Predetermined meeting programs silence attendees’ voices in the same way.
So how do we give meeting-goers many options without taxing their stamina and powers of concentration?
Use event crowdsourcing to give attendees the right options!
Event crowdsourcing allows participants to create the sessions that they want and need. Opening techniques such as The Three Questions; Reminders, Sparks, Questions, Puzzles; Peer Session Selection and Sign-up; and Post it! For Programs make it possible to create conference programs at the event that truly reflect participant desires. Every session created this way is virtually guaranteed to be of interest to attendees because they chose them earlier in the event!
Event crowdsourcing thus avoids the two biggest problems endemic to traditional meetings: not including the sessions that attendees actually want and need, and overwhelming attendees with too many choices crammed into an exhausting schedule.
I have been using event crowdsourcing at conferences for decades. The programs that it constructs are invariably well-received and highly rated. Participants love being actively involved in choosing what they want to learn and discuss, and they typically uncover great session topics that were not on anyone’s radar before the event.
So if you want to give meeting-goers many appealing choices, use event crowdsourcing at your meetings. More information on my comprehensive event crowdsourcing manual is available here.
However, meetings have tremendous potential to change lives. Attendees have something in common: a profession, a passion, a shared experience together. They are with people who, in some way, do what they do, speak the same language, and face the same challenges.
What an opportunity to connect with like-minded souls, learn from each other, and, consequently, change one’s life for the better!
Unfortunately, most conferences squander this opportunity. Learning is restricted to broadcast-style lectures, Q&A is often more about status than learning, and attendees have little if any input into the topics and issues discussed.
Peer conferences support change
The peer conferences I’ve been designing and facilitating for 33 years are different. Yes, you can’t make people change. But, as Seth Godin points out, you can create an environment where they choose to!
Peer conferences create an optimal environment for supporting attendees in the difficult work of making changes in their lives.
Peer conferences do this by providing a safe, supportive, and participation-rich environment that includes the freedom to choose what happens.
A safe environment supports attendees taking risks: the risks of thinking about challenges and issues in new ways.
The supportive environment of a peer conference provides process tools that allow attendees to freely explore new possibilities.
A participation-rich environment ensures that attendees are likely to connect with peers who can help them or whom they can help, thus building networks and new capabilities in the future.
The freedom to choose what happens at a peer conference allows attendees to collectively create the meeting that they want and need, rather than be tied to the limited vision of a program committee or the vested interests of conference stakeholders.
These are the core design elements of peer conferences that make them so successful in creating change. Their very design maximizes the likelihood that participants will choose to make useful and productive changes in their lives.
1: Click on Participants in the Zoom toolbar at the bottom of your screen.
3: Tap Rename, enter your desired new name, and tap Done.
You’re ready to start the set of peer sessions! Tell participants they are about to be moved to their desired session and click Open All Rooms.
Part 1
Why implement participant-driven breakouts in Zoom?
Today’s meetings need to give meeting-goers many options, not just a few. But this doesn’t mean filling the conference program with every conceivable session topic. To be enjoyable and productive, meetings need 