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Program Template

“MAKING CHANGE: CREATING NEW NETWORKS FOR OUR NEW ECONOMY”

Monday, November 15, 2004
Sponsored by the SBC Foundation
Ritz-Carlton Cleveland
1515 West Third Street
Cleveland, Ohio 44113

7:30 A.M. – 8:15 A.M. Registration/Breakfast & Networking

8:15 A.M. - 8:30 A.M. Targets
Welcome and target outcomes for the meeting

8:30 A.M. - 9:45 A.M. Learning
Seminar on open source economic development

9:45 A.M. - 10:00 A.M. Break

10:00 A.M. -11:45 A.M. Applications

11:45 A.M. -12:30 P.M. Questions and guidance
Lunch and panel discussion

12:30 P.M. -1:00 P.M. Next steps
Work group reports, wrap-up and next steps

___________________________________________________________________

DETAILED EVENT SCHEDULE (Subject to change)

7:30-8:15 Registration/breakfast/networking - 45 minutes

8:15-8:30 Welcome and target outcomes for the meeting - 15 minutes
Ed Morrison welcomes the attendees, talks briefly about the history of Making Change and describes the outcomes for the meeting.

8:30-9:45 Learning - 1 hour, 15 minutes
Seminar on open source economic development

Ed Morrison - Universities Collaborative
Valdis Krebs – Social Network Mapping
Laszlo Kozmon – Cooperative Processes
June Holley - Civic Entrepreneurial Networks
Jack Ricchiuto - Appreciative Leadership

9:45-10:00 Break - 15 minutes

10:00-11:45 Applications: Creative Arts & Industries, Sustainable Business
Development and Inner City Prosperity
Three break out sessions
Assistant passes out participant folders
Moderator provides small group introductory comments and orientation - 10 minutes

10:10 Group Discussion begins

11:35 Assistants begin Question summary

11:50 Questions to Question Sorter

11:50 Lunch Buffet Line/Questions Sorted - 10 minutes

12:00 – 12:45 Panel Discussion - 45 minutes Moderator: Ed Morrison

12:45-1:00 Next steps - 15 minutes
Work group reports, wrap-up and next steps

1:00 – 2:00 -Close of Seminar - 1 hour
Networking
Moderator & Assistants collect & return completed/SIGNED stipend forms to registration table

________________________________________________________

PRE-EVENT MATERIALS

Issue Briefs

Prior to the meeting attendees will receive an Issue Brief bringing everyone up to speed about three topics:

Creative Arts & Industries
Sustainable Business Development
Inner City Prosperity

Please visit the following link and read about these topics in Issue Briefs we have prepared for you: http://www.edpro.net/mc2a

An I-Op interview determines further registration and attendee self selection process into the particular areas for discussion
All materials are posted to the internet
The program will provide a learning opportunity to build new networks and to learn about new ways of building innovation for individuals and organizations
Offer a platform for civic leaders and their initiatives to advance action through public dialogue and engagement
Provide attendees first hand access to new open source economic development resources: people, tools, maps and guidelines for articulating goals and action steps to make change

_____________________________________________________________________

BREAKOUT GROUPS: RESOURCE LEADERS, MODERATORS, ASSISTANTS, FLOATERS, SCRIBES
To Be Posted Soon...
______________________________________________________________________

MODERATOR TRAINING MATERIALS
We would like to thank By the People: PBS Deliberation Day by MacNeil?/Lehrer Productions for the general framework and directives for this meeting. By the People (BTP) is organized by MacNeil?/Lehrer Productions with primary funding from the William and Flora Hewlett Foundation. BTP’s national partners include the Center for Deliberative Democracy at Stanford University and the Institution for Social and Policy Studies at Yale University.

The Center for Regional Economic Issues would like thank Dan Werner, President of MacNeil?/Lehrer Production's By the People project and the Institution for Social and Policy Studies at Yale University for their permission to use these materials.

Suggested Training Agenda

I. Overview of Making Change: purpose and structure
a. A new form of public consultation
b. A way to promote sustained citizen involvement
c. An opportunity to influence policy

II. The basics of Deliberative Polling
a. Selecting the sample
b. Payment - DNA
c. Background materials
d. Format
e. Surveys - See I-Op formats

III. Role of Moderators/Moderator Dos and Don’ts
a. Not a focus group
b. Different from other group processes such as mediation
c. Getting everyone’s views on the table
d. Dealing with questions of fact
e. Generating questions for the plenary
f. Identifying strategies for dealing with common challenges

IV. Using the background materials to structure the discussion
a. Begin with the questions posed in the materials
b. Discuss solutions and trade-offs
c. Be prepared to focus participants on the materials to answer questions that arise in discussion

V. Event Logistics
a. Random assignment to groups (no switching groups)- DNA
b. Groups 1-5 discuss national security first; Groups 6-10 discuss jobs first; then switch - DNA
c. Role of small group assistant
d. Taping
e. Timing (arrive by 8 A.M. on event date)
f. Ground rules
g. Observers - DNA
h. Procedure for submitting questions
i. Administration of surveys - DNA
j. Distribution of cash/checks - DNA

Moderator Dos and Don’ts

Do…
• Remain neutral.
• Make sure that the conversation stays focused and on track.
• Guide the participants through key aspects of the question as reflected in the materials.
• Point the group back to the source materials wherever possible.
• Encourage direct exchanges between participants.
• Have an agenda and stick to it. The conversation shouldn’t feel rushed, but should stay on topic and flow smoothly, covering all aspects of the topic in the allotted time.
• Protect differing points of view. It is important that people feel comfortable to share their opinions, however much they differ from the group as a whole.
• Encourage all participants to share their opinions. We want everyone in the group to be heard.

Don’t…
• Don’t give up on any participant.
• Don’t encourage the group to reach a consensus. The purpose of this discussion is to share opinions and experiences, not to persuade people to change their mind or compromise.
• Don’t let any person or any point of view dominate the discussion. • Don’t share your opinions with the group. The moderator is there as an impartial guide to the discussion.
• Don’t sit back and let the discussion take its course. The moderator is responsible for making sure that the different perspectives presented in the discussion guide are addressed and that the strategies are discussed thoroughly.
• Don’t over-manage the discussion and don’t talk too much.
• Don’t read straight from the materials.
• Don’t allow a conversation to develop based on factually incorrect information. Refer participants back to the materials or to the panel if they are unsure of the facts.

Moderator Responsibilities

Moderators for the Citizen Deliberations should:

a. Establish ground rules
b. Provide an overview of the agenda and the deliberative process
c. Introduce the issues and options related to them clearly, but briefly
d. Stay neutral
e. Make sure each option, including pros and cons (and there are always both), gets a full and fair hearing
f. Encourage participants to talk to each other, rather than to the moderator
g. Ask questions to move the discussion along but avoid questions that sound like cross-examinations
h. Help participants work through the hard choices, i.e. invite them to evaluate the trade-offs that every choice involves
i. Make sure that all voices are heard, short of “bullying” the reticent
j. Avoid any “roles” and don’t ask for consensus
k. Encourage participants to develop “why” questions for the panelists, i.e. questions that look for explanations of intent or possibility or consideration of alternatives, rather than matters of fact

What is Public Deliberation?
Moderating for Deliberation

Moderator Guidelines

Suggestions for dealing with the group:
1. Review the Ground Rules
2. Create a positive atmosphere
3. Do:
a. Know when to move on
b. Know what to do when the group gets bogged down
c. Know how to handle silences
d. Know how to deal with a dominating talker
e. Encourage everyone to participate
f. Avoid repetition
g. Keep the discussion positive and constructive
h. Query the introverts, but not in an inquisitive or accusative manner

Small Group Ground Rules for Discussions
(Modified from the MacNeil?/Lehrer convener template for Making Change forums)

The Moderator will guide the discussion, yet remain neutral.

The Moderator will make sure that:

Everyone is encouraged to participate.
No one or two individuals dominate the discussion.
All participants listen carefully to each other and consider all ideas and viewpoints.
A positive and constructive atmosphere for discussion and analysis of alternatives is maintained.
Everyone understands that this is an open forum and there is no right or wrong answer.

Group Assistant Training Materials

All group assistants should arrive 30 minutes prior to beginning of registration.

Senior staff will be located in the sixth floor Ritz-Carlton lobby. Please come to this location with any questions. [Include cell phone number.]

Responsibilities before registration
Set up rooms:

Participant folders
Extra background materials
Large post-it notes with marker for note taking
Observer and participant protocols posted visibly on wall
Chairs arranged in a circle

Set up registration area

Name-tags
Participant list
Registration Surveys

Registration
2 assistants outside to greet folks and direct them to registration area
4 assistants manning registration:
Tables will be divided into A-L, M-Z and one area for observers/guests (the latter will be manned by senior staff at the outset, and by others on and off during the day)
Each table will have a list of all participants
Nametags and registration surveys will be in alphabetical order
When participant comes:
1.Welcome them to the event and ask their name
2.Check off name on list
3.Give them their nametag and group/room number
4.Invite them to help themselves to breakfast and then proceed to their room. More information is in the rooms.
5.At the end of registration, give marked lists to designated staff member Remaining assistants managing traffic, answering questions, helping folks get to their rooms, etc.

Small Group Sessions (1 assistant per group)
Assistants are there to help the moderators, record the group’s questions as they emerge in conversation, and listen and learn from the conversation. Key responsibilities:

Keep track of questions that are flagged during conversation on large post-it notes
Notify staff of any problems with the moderator or any observers in the room:
The moderator is unable to keep an observer from participating
The moderator is reading from the materials or regularly offering his or her own opinions
While the moderator does not have to keep to the attached schedule exactly, they seem to be missing the major points
Deliver question submittal forms to designated staff member immediately before panel session. This must be done in a VERY timely fashion, especially after small group discussion #2. The white copy should go to the staff member, the pink should stay with the participant and the yellow to the moderator. It is CRUCIAL that the participant retains a copy of the question.
Guide the participants to the different locations. Make sure that you are familiar with the layout. Know where the major locations and bathrooms are.
Help keep the room clean.
Help with survey administration:
Collect surveys at the end of the day and distribute the stipend receipt form.
Assist participants with the survey, if needed.

Floaters (2 assistants)
Assist senior staff with tasks that arise throughout the day, such as:
•Late registrants
•Delivering messages to the rooms
•Setting up/cleaning up lunch
•Greeting panel members and observers as they arrive
•Help direct participants to various locations
•Delivering mid-point and final surveys to the rooms
•Setting up/staffing check distribution at the end of the day

_____________________________________________________________________

Break Out Sessions

1)8 – 12 people per group
2)Posted Ground Rules
3)Resource provider –
a.Issue Paper/Co-authors: Resource provider and Ed Morrison
i.Vision
ii.Timeline
iii.Next steps
4)Moderator
a.Facilitates group conversation, encourages the group to articulate the issues and questions.
b.Moderators/assistants meet once prior to 11-15 and once on site to discuss the two Topics, meeting process and deliverables.
5)Assistant
a.Scribes visually
b.Keeps time
c.Identifies important issues and questions
6)And, or Data manager
a.Scribes virtually to a shared space for group work reports
b.Template manager
7)Questions for the Panel

___________________________________________________________________

Break-Out Questions

Session 1:
Question: If you were to write the headlines we would read in 2 or 3 years, what would they say? (Provide 2-3 headlines)
[i.e., what’s your vision?]

Session 2:
Question: What can you do to serve the region to accomplish this target?
[i.e., what’s your next step?]

Clarifying principles
There are two kinds of people in the room: 1)people with sources in search of projects and, 2)people with projects in search of resources

Start any network conversation with:
1)What are your dreams?
2)What are the opportunities?
3)What are your strengths?
4)What are the behaviors and organization models needed?

Questions are sorted [Question Sorter] and posed to the panel by the participants for their advice and guidance.
_____________________________________________________________________

POST-EVENT MATERIALS

A Summation Report based on the collective knowledge and vision of the Nov. 15th attendees. Topic summations to be presented in guided sessions for open criticsm and comments at subsequent regional meetings hosted by the Universities Collaborative partners. The meetings will be attended by local business, civic and government leaders January through May 2005 with outcomes presented at the May 26th, 2005 Making Change meeting

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POST-EVENT REGIONAL MEETING SCHEDULE

To Be Posted Soon...
_____________________________________________________________
SPEAKERS

Speakers will present the latest research and findings in open source economic development tools and methods.

ED MORRISON
Economic Development Strategist and Universities Collaborative Member

VALDIS KREBS
Social Network Analysis

LASZLO KOZMON
Collaborative Process

JUNE HOLLEY
Entrepreneurial Network Development

JACK RICCHIUTO
Organizational Development, Collaborative Technologies

_____________________________________________________________

PANELISTS

Panelists will provide first hand insights and relay stories based on work experience in response to participant questions based on the topic specific working discussions.

CONNIE ATKINS, Executive Director, Consortium of African American Organizations (CAAO)

BOB BURFORD, Development Director, WKSU FM Radio

STEVE CENCULA, Partner, FORM

DAN DAHL, Executive Director, EJ Thomas Hall, Akron, Ohio

BILL DOTY, Doty & Miller Architects

ERNEST JOHNSON, Cuyahoga Metropolitan Housing Authority

DAVID MOSS, EDR Media

LAURA ORKIN, President, Beachwood Chamber of Commerce, Envision Radio Networks, Inc.

EILEEN PARMELEE, Principal, Chagrin Falls Middle School

JASON THERRIEN, Thunder::Tech

Ed Morrison, Moderator

_____________________________________________________________
UNIVERSITIES COLLABORATIVE

The Universities Collaborative is a newly formed coalitian of regional Northeast Ohio colleges and universities commited to working togther in an appreciative and collaborative style.

The Universities Collaborative and REI will co-host regional small business meetings subsequent to the Making Change meeting, Nov. 15th in support of the collective ideas and vision created by the meeting participants.

Members include:

Cleveland State University
The University of Akron
Kent State University
Case
Lorain County Community College
Youngstown State University

__________________________________________________________
PRESS AND MEDIA RESOURCES

PRESS RELEASE

Attach:makingchange.pdf

"Making Change: Creating New Networks for our New Economy" Monday, November 15, 2004 7:30 A.M. - 1:00 P.M.