Six fundamental ways to make a better conference

The other day, a client booked an hour with me to discuss how to make their conference better. Not much time, but enough for us to uncover and for me to suggest plenty of significant improvements.

Thinking about our conversation afterward, I realized that all my recommendations involved six fundamental processes that, when implemented well and appropriately, will make any conference better.

  • Using participant agreements.
  • The Three Questions.
  • Pair/trio share.
  • Fishbowl.
  • A personal introspective.
  • A group spective.

So here’s a brief introduction to each of these core processes. Each section includes suggested links and resources to learn more.

Using participant agreements

better conference

Meeting ground rules, covenants, or agreements. Whatever you call them (I’ve used all three terms), explicitly naming and asking participants to commit to appropriate agreements at the start of a meeting fundamentally improves conference environments.

Participant agreements help to create an intimate and safe conference environment. They set the stage for collaboration and participation because they give people permission and support for sharing with and learning from each other

I’ve used the six pictured above for many years. You can read more about ways to create attendee safety and intimacy via agreements—and the benefits for your meetings—in Chapter 17 of The Power of Participation.

Creating agreements at the start of a meeting takes five minutes!

The Three QuestionsA process for creating a better conference. Whiteboard illustration of The Three Questions: 1. How did I get here? 2. What do I want to have happen? 3. What experience/expertise do I have that others might find helpful? Ultimately, there are three key things that conference attendees want to know about each other. As this post explains, they want to know about:

  • Attendees’ relevant pasts that bring them to the meeting;
  • What people personally want to learn and happen at the meeting; and
  • The valuable experience and expertise that’s available from others in the room.

I’ve covered the value and how to run The Three Questions in all three of my books, but the latest and most up-to-date description is in Chapter 18 of Event Crowdsourcing.

And check out this video (transcript included) where I explain The Three Questions with the help of my friends at Endless Events.

The Three Questions typically takes 60 – 90 minutes. When you add it to a one-day or longer conference it will significantly deepen participant connections made and strengthened during the event that follows.

Pair/trio share

Any conference session that doesn’t regularly use pair share (or trio share) is missing out on the simplest and easiest tool I know to improve learning and connection during the session. (Okay, if you’re running lightning talks, Pecha Kucha, or Ignite, you get a pass.)

The technique is simple: after pairing up participants and providing a short period for individual thinking about an appropriate topic, each pair member takes a minute in turn to share their thoughts with their partner. Read this post to learn why you should use pair share liberally throughout an event. More details can be found in Chapter 38 of The Power of Participation.

Fishbowl

Every good conference includes participant discussions (aka breakouts). The single best way to create a productive discussion that prevents anyone from monopolizing the conversation is the fishbowl format. (Which you can also use online.)

[TIP: You can use fishbowls to great effect in panel discussions too! Here’s how I do it.]

[BONUS TIP: There’s a fishbowl variant, the two sides fishbowl, which is great for exploring opposing viewpoints in a group.]

See this post’s conclusion for one more variant!

Fishbowls are flexible formats that you can adapt to the time available and the number of participants. Learn more about them in Chapter 42 of The Power of Participation.

A personal introspective

better conference Much of the learning that occurs during a traditional conference is wasted because participants don’t have the time or opportunity to consolidate and integrate personal learning into their future life and work. Though a personal introspective takes about an hour to run, it’s the single best way I know to maximize the learning and future outcomes of an event. I recommend you use one at the end of any multi-day conference.

Check out this introduction, or Chapter 57 of The Power of Participation for full details.

A group spective

Every conference I design and facilitate has a final session that I call a group spective. The personal introspective described above allows participants to review what they have personally learned and to determine what they consequently want to change in their lives. A group spective provides a time and a place to make this assessment of the past, present, and potential future collectively.

The design of a group spective depends on the goals and objectives of the preceding event. These days, I invariably start with a beautifully simple technique, Plus/Delta, (see Chapter 56 of The Power of Participation) in which participants first publicly share their positive experiences of the conference. When that’s done, they share any changes they think would improve the event if it were held again.

Plus/Delta is an elegant tool for quickly uncovering a group’s experience of a conference. I’ve run them for hundreds of people in thirty minutes. (Some groups take longer; your experience may vary!) A Plus/Delta usually has an immediate emotional impact, drawing the group together right at the end of the event.

Check out this introduction, or Chapter 58 of The Power of Participation for more details.

[TIP: A variant, action Plus/Delta, is a great tool for a group to determine and commit to group action outcomes uncovered at a conference.]

Conclusion

It’s best to think of these six core processes as building blocks that can be used in multiple ways. Combining them appropriately allows you to create customized optimum process to meet different goals. A great example is using two pair shares around a fishbowl to create what I call a fishbowl sandwich: an incredibly effective way to create very large group discussions around a meaty topic.

It’s also helpful to see these processes as parts of the conference arc, which is how I envision the overall flow of a participant-driven and participation-rich meeting.

One final point. When appropriately incorporated into a good meeting design, these six core fundamental processes will make any conference better. But for maximum effectiveness, it’s important to use them in a congruent way.

For example, participant agreements are useless, even counterproductive, if conference and session facilitators don’t support them. Similarly, telling attendees they’ll have the opportunity to participate in their learning and then feeding them a diet of broadcast-style lectures will not be well received. In fact, competent facilitation is a prerequisite for these processes to be successful. (Yes, I’m here to help 😀.)

Ask Me Anything—a better alternative to guest lectures

Ask Me Anything

Recently, I’ve been appearing as a guest at college event planning and hospitality courses to talk about meeting design. (I love to do this. Teachers, please contact me, it’s free!) Rather than lecture for an hour, I’ve been using an Ask Me Anything (aka AMA) meeting format.

Here’s why I think Ask Me Anything is almost always a better session format than a lecture.

I’ve written extensively on this blog (1, 2, 3) and in my books about why the meeting lecture is a terrible way to learn. (A one-sentence distillation: learning is a process not an event.)

But suppose a group gets the opportunity to spend time with a content expert who knows a lot more about their field than anyone else present? Isn’t a lecture the best format to use in these circumstances?

Well…sometimes. First, let’s explore the circumstances when a lecture may be the way to go. Then I’ll make a case for why an Ask Me Anything format is usually a better choice.

When a lecture is appropriate

Lectures have one thing going for them. They are very efficient ways to share a lot of information with a group.

Short talks

The problem with broadcasting information is, of course, that the recipients are passive attendees. And they may well not be attending. Research shows that our ability to absorb and retain broadcast information falls rapidly over time. To avoid significant “tuning out” it’s vital to share content in small chunks, typically not more than ten minutes long.

So one scenario where lectures work is when they are short. I’m a big fan of carefully prepared five-minute lightning talks and Pecha Kucha (6 minutes, 40 seconds) and Ignite (5 minutes) formats. The latter are invariably entertaining, which helps people absorb and retain what’s presented.

Brilliant presenters

Some people — but not as many as you might think — are really good at creating effective learning experiences via a lecture format.

However, these folks are rarely the people who get the big bucks for their inspirational keynote speeches. Highly paid speakers are usually good at creating emotional experiences for their audiences. Now, there’s nothing wrong with creating an emotional experience for an audience. In fact, learning is often enhanced. Unfortunately, a great speaker may well provide a more enjoyable and emotionally satisfying presentation—but the learning that results is not significantly better than that provided by a mediocre lecturer!

Sadly, I can count on the fingers of one hand the presenters who taught me, via lecture, things I still retain to this day:

  • My mentor Jerry Weinberg (a genius at telling incredible stories that illustrated the learning he wanted to impart);
  • The molecular biologist John Medina (who always divides his lectures into ten-minute segments, each introduced with a relevant emotional hook); and
  • A few of my high school science teachers who knew the draw of enthusiastically performing exciting experiments in front of us (“What will happen?” “Can you figure it out?“)

Conclusions

So, unless your presenters speak for a short time or are brilliant (and I’m not including motivational speakers in that class), lectures are a lousy way for audiences to learn. We can do better.

Ask Me Anything — a better format for learning

We know that active learning is a superior modality for learning more, learning more accurately, and retaining learning. So, how can we incorporate active learning into a session where the session leader/presenter has far more expertise and knowledge than everyone else present, and time is limited?

An Ask Me Anything format provides a great way to improve session learning. Why? Two reasons.

First, the attendees are not passively sitting listening or watching but are actually interacting with each other (see below) or the presenter. That means that active learning is taking place, with all the benefits that ensue.

Second, an Ask Me Anything responds to what participants actually want and need. Rather than a presenter guessing exactly what their audience wants to learn, an Ask Me Anything ensures that many topics, issues, and questions that are top-of-mind for the audience will be addressed.

OK, let’s see how this works.

Warming up an Ask Me Anything with preliminary small group work

I suggest priming the audience with a couple of introductory pair- or trio- shares.

If meeting in person, have people move into small groups with others they don’t know. Online, move people into a set of Zoom’s automatically assigned breakout rooms, or another online platform’s equivalent.

Typically, the first trio share is a “take 90 seconds each to”: a) introduce yourself to the others in your group, or b) “share how you got to be in this class/session/event”.

On returning, ask everyone to think of one issue or question they’d like to discuss with or get answered by the presenter. Emphasize that it can be anything they want to know or hear about.

When working with students, ask the class teacher to pose this exercise a few days before the class and collect and share responses with the entire class and me. This helps the presenter, the teacher, and the class learn about what’s on students’ minds. Before running the next pair share, tell the students they don’t have to stay with what they submitted if something else has come to mind.

Next, run the second pair share, giving each member 90 seconds to share with their partner what they would most like to learn from the presenter. For students, this gives them a chance to prepare for asking the presenter what they want in front of the class.

The Ask Me Anything

Running the Ask Me Anything is straightforward. Have your presenter ask for questions, and enter a dialog with each questioner in turn. If there are a slew of questions, use a fishbowl (in person) or hand raising (online) to control the flow. Remind your presenter that silence before someone speaks is OK; they don’t need to fill it by speaking themselves. Also, make sure that everyone who wants to participate gets the opportunity before allowing more questions from people who have already spoken.

Closing pair share

I strongly recommend closing such sessions with a final pair share on “lessons learned”. This reinforces learning while it’s fresh, making it more likely to be retained, remembered more accurately, and retained longer. For more details, see my post on the fishbowl sandwich, or read the relevant chapter in my second and third books.

That’s it! What do you think of Ask Me Anything as a replacement for lectures in a session? Do you have comments to add or questions to ask? You can Ask Me Anything! Simply share in the comments below.

When trio share works better than pair share

trio share pair share One of the best and simplest ways to build active learning and connection into any meeting is to regularly use pair share. (See Chapter 38 of The Power of Participation, or Chapter 27 of Event Crowdsourcing for full details.) I’ve recently noticed that in some circumstances, trio share — pair share but with three participants — works better.

Advantages of pair share

Pair share has a lot going for it. It’s the most efficient way to ensure that every participant periodically switches into active learning, which, as explained in The Power of Participation, provides:

Pair share duration is minimal. I commonly allow each partner a minute to share their response. Including instructions, a typical pair share might take around three minutes. Getting every participant to actively think and respond to a question or issue in this time pays rich dividends.

Comparing trio share with pair share

A trio share takes longer than a pair share, given the same sharing time per participant. The example above would require at least an extra minute. I say “at least” because it generally takes longer (at least at in-person meetings) to create trios than pairs.

In addition, the conversational directness and intensity may be less in a trio share, since each participant is talking to two people instead of one.

On the other hand, each participant is connecting with two other people, rather than one.

None of these differences is a deal breaker. In the past, I have tended to use pair share, simply because my time with participants is limited and pair shares are quicker.

Since the coronavirus pandemic, however, I’ve noticed something new.

When trio share works better than pair share

Ultimately, you can’t force adult attendee participation. Nevertheless, at in-person meetings it’s rare to have people sit out pair sharing. The reason, of course, is unspoken social pressure. Anyone choosing not to participate is obvious to the people around them.

When the coronavirus pandemic forced meetings online, I began to see more people avoiding session pair shares. I’d allocate pairs into Zoom breakout rooms, and, quite often, one or two people didn’t join their allocated room but stayed in the Zoom lobby.

As the host, I’d gently check in with those remaining behind. Sometimes they hadn’t accepted the breakout room assignment and would do so. But more often than not, it turned out they were absent (it’s hard to tell when their camera’s off).

Their unfortunate partners who went into the breakout room had no one to talk to!

At in-person meetings, this is easy to handle. I ask anyone without a partner to raise their hand, and then pair up isolated people.

Online, this takes too much time, and those without a partner suffer.

Using trio share instead of pair share online

So I’ve started using trio share for online meetings. There are two reasons.

First, trio share reduces the impact on “orphaned” participants. If one person in a trio doesn’t join, the remaining pair can still reap the benefits of pair share.

And second, trio share gently increases social pressure for attendees to participate. Bowing out of pair share affects one other person. Avoiding a trio share affects two.

To conclude

Whatever you do, some people will opt out of small group work. Their reasons are — their reasons. We need to accept that. Switching to trio share for online work is a small tweak that seems to improve participation. And creating a meeting environment where small group work is more likely to occur is always worthwhile.

What’s your experience of using pair share and/or trio share at in-person and online meetings? Please share in the comments!

The best way to hold a discussion online

best way to hold a discussion online: a screenshot of a Zoom participant gallery. Participants currently in the online fishbowl have their cameras on; everyone else's camera is turned off.

What’s the best way to hold a discussion online?

For years I’ve been successfully facilitating in-person group discussions at meetings, using the simple fishbowl and fishbowl sandwich processes. These techniques work because, at any moment, only a small, clearly defined, (but constantly changing) group of people are involved in the discussion. As a result, you can moderate an interesting, orderly discussion with hundreds of people, any of who have an equal opportunity to speak.

Online group discussions bring a new set of challenges.

We have all experienced poorly facilitated online meetings, where people unilaterally turn on their microphones and speak away, colliding aurally with others and monopolizing the conversation. An experienced moderator can minimize this behavior with a starting set of clear agreements that participants will follow during the discussion.

But however good the facilitation, there is far less environmental and body language information available online than in-person. The subtle cues we’ve all learned for moving between listening and speaking in a conversation are largely absent. (Stephen Mugford and Pamela Kinnear go into more detail here.) This makes creating a useful, flowing discussion harder.

Existing solutions and their limitations

Some of the fancier online meeting platforms provide functionality that can support simple fishbowl process quite well. Typically they use the “panel on a stage” model. A moderator moves audience members who raise their hand in some fashion into a panel (speaking) seat. When people have finished speaking, they leave the stage and the moderator can fill their seat with someone else.

Currently, though, such platforms don’t make it easy to move people in and out of pair or trio share groups: a requirement for the “bread” portions of the fishbowl sandwich.

One of the reasons I like to use Zoom for online meetings is its reliable and easy ability to quickly move people into breakout room groups for sharing. Zoom is a great tool for a discussion session’s opening and closing small-group fishbowl sandwich sharing. But how can we moderate discussion amongst a sea of faces during the fishbowl itself?

How to effectively hold a discussion online in Zoom

I’m indebted to Stephen Mugford for suggesting a simple and effective way of moderating fishbowl in Zoom.

In-person fishbowls use “people sitting in the 3 – 5 chairs up front, facing the group” to indicate who can speak at any moment. For a Zoom discussion, the same delineation can be made. Simply ask everyone except the facilitator/moderator to turn off their camera and microphone at the start.

When someone wants to speak, they turn on their camera and microphone. A nice feature of Zoom is that their picture will then jump to the top of Zoom’s speaker or gallery view. This makes them easy to spot.

The moderator guides the order of speaking and discussion with those who are “live” in the usual way. When people have finished sharing for the moment, they turn off their video/microphone and return to listening.

A variation

Sometimes when I run a fishbowl in person many want to speak. I have them queue up in a short line at the side of the chairs. That provides feedback to the folks in the chairs that maybe it’s time to give someone else a turn!

Similarly, you can use Zoom’s text chat to queue up people who wish to enter the fishbowl. This allows:

  • those who are calling in by phone to signal they want to speak; and
  • the facilitator and group to see how many people are waiting to speak.

In practice, I’ve found the suggested live/listening camera/microphone protocol works very well. I only add using text chat as a signaling channel when there are participants who are calling in by phone.

Simple!

This is a simple and successful way to implement fishbowl and fishbowl sandwich discussion process in Zoom. I recommend you try it! And if you have used other platforms to run these processes successfully, please share in the comments below!

How to entwine content and connection during an online conference

content and connection during an online conference: an illustration consisting of the two words "Content" and "Connection" displayed in a closed circle How can we entwine content and connection during an online conference?

During a MeetingsCommunity (MeCo) discussion thread “Networking at conferences” last week, Sharon Fisher posted this.

Sharon’s post

Hi all,

I am coming in very late to this conversation, but figured it’s never too late to share. For the last two years, I have been pondering “why is there such a big separation between content and networking?” Why do we look at those things as two distinctly different offerings? Why are we not blending the two together and looking at holistic ways to accomplish both goals with the same solutions?

And at the same time we being tasked with making our meetings more engaging, so why are so few of us asking ‘how do we make content/learning more engaging’ – as opposed to looking at those two concepts as different things. We seem to look at engagement as entertainment, décor, seating, venues, etc. (ie: more environmental) but rarely consider other alternatives to making our learning engaging.

Now that we are in the virtual world, I think it’s even more critical to stop looking at networking & engagement as something that happens outside of the sessions, and more as participation and conversation within the sessions. And exploring ways to blend education/learning/content with participation/networking/idea sharing/games so as to make our online learning more engaging.

Would love to hear from planners about how we might better integrate the ‘content designers/speakers’ into the engagement conversation. And to hear what you are doing in this online world to make your meetings more engaging.

Playing on…

Sharon Fisher

As it happened, I’d just completed facilitating an online conference that I think did entwine content and connection. This was my reply to Sharon:

My response

“Hey Sharon,

As you may know, you broach a topic dear to my heart. Why so many continue to relegate content and networking (though I prefer the term connection) to separate activities is related to the human inclination to do things the way we’ve always done them at meetings. Since I just finished running and facilitating a three-day European/Asian online finance conference for senior executives that I designed (and I didn’t have to travel further than the green screen studio in my attic!) I thought it might be helpful to share an outline of how we blended content and connection throughout the event.

Day 1

We ran the event mainly in Zoom, with a couple of other tools that I’ll mention. On the first day, we used a process I call The Three Questions, which I’ve used at in-person events for many years. It allows the participants to learn about each other, current content interests, and expertise and experience in the group. The session provides a mix of content and networking, simultaneously uncovering the content people want to cover and the people in the room who are resources for doing so. We split the participants into three breakout rooms for a more intimate session. We scribed the content choices publicly in a single Google doc, viewable by all three groups. Each session also had a scribe to record the expertise and experience of individual participants. From this data, we built an inventory of the learning resources at the event.

When this session was over, we immediately introduced the attendees to another tool, Gatherly, which simulates an in-person social online in a simple but effective way.

When you enter the Gatherly “room” you see yourself as a named dot on a room map. Other participants appear as named dots. Click on the map to move next to someone and you join each other in video chat. Your dots become a circle on the map, with the number in the circle showing how many people are in the video chat group. Placing your cursor over the circle shows who’s in the chat. Move next to the circle to join the group chat. (You can temporarily “lock” the chat to have a private conversation.)

Gatherly allowed people to meet people they’d heard share in the previous sessions and deepen their connection. We made it available at every break in the conference program.

We took the information gleaned from the opening session and a small group of us used an online whiteboard tool, Miro, to build a conference program for the following day, matching the content wants and needs with the appropriate expert leadership available.

Here’s the initial Miro board containing the topics uncovered by The Three Questions and imported into Miro.
content and connection during an online conference
And here’s the “working” Miro board after the small group had determined the peer sessions to hold.
Day 2

The second day’s sessions were not lectures but interactive discussions and explorations, focused on the actual needs of the participants. At the start of each session, we used a simple design to discover what people wanted to learn. The results shaped the session in the ways participants requested. During the sessions, people discovered peers who had relevant knowledge to share, further increasing relevant connection. Gatherly was again available during the breaks and after the day’s last session.

Day 3

On the final day, I facilitated a session that started with a trio-share.

People were moved into breakout rooms in three’s, where they briefly shared:

  • their takeaways;
  • the aspects of the conference they liked; and
  • those aspects they would change to make it better.

Then I brought them back into the main Zoom room. There they first shared their positive responses to the event, and then their suggestions for improvements. The latter gave us some great ideas for future meetings. The overall sharing during this session creates a public evaluation of the event and increases group social bonding. This makes future meetings more “can’t miss”.

After the usual closing remarks and thanks, we ended with a Gatherly social.

Post-event, the main conference sponsor wrote. “Better than ordinary conferences – we have made more connections with senior people in the industry. When is the next one?”

I hope this example gives a taste of how content and networking can be organically combined throughout an event in ways that improve the meeting for all: participants and sponsors alike.

—Adrian Segar—”


Entwining content and connection during an online conference isn’t hard, and the results are well worth the effort. If you have other suggestions for integrating these two core components of a successful event, please share them in the comment below!