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web lab’s small group dialogues
retail, cultural, and other uses would be. These agencies recognized the historic nature of the
task, and declared that they would seek public input in their decision making. They engaged
AmericaSpeaks1 to convene “live” meetings with thousands of New York–area residents, and
AmericaSpeaks turned to Web Lab to convene Web-based discussions for people who could not
attend the live meetings.
The project, called Listening to the City (LTC), drew international press coverage when
more than 5,000 people gathered for a daylong consultation on July 20, 2002. The online dialogues began ten days later, picking up where the “live” meetings left off.
A two-week “asynchronous” discussion, LTC Online used Web Lab’s Small Group Dialogue
(SGD) technique to allow 808 participants working in 26 parallel discussion groups (with about
40 members each) to log on at their convenience to read and post messages. Responding to discussion materials and questions provided by the planning agencies, participants posted more
than 10,000 messages and responded to 32 polling questions. While participants in face-to-face
dialogue sessions usually meet only for a short time, LTC Online participants had time to engage
each other thoughtfully over an extended period.
Although the process was not designed to produce consensus, strong majority sentiment
emerged on several key issues and had a direct effect on the next stage of planning and development. In fact, the guidelines for new designs, the invitation to world-class architects to participate
in a design competition, and the final design of the site all reflect many of the citizen recommendations generated during the online dialogues.2
How SGD Works
Web Lab’s Small Group Dialogues (SGD) are a departure from the norms of online chat and bulletin boards. SGD fosters intimate, high-quality exchanges and a sense of community among participants (figure 1). It employs highly customized proprietary software available for license from
Web Lab. By limiting group size and lifespan, SGD emphasizes each member’s value, increases
accountability, and encourages a sense of belonging and an investment in frequent visits. The result
is a structured experience needing little intervention and outcomes unmatched in conventional
online dialogue models. These SGD methodologies help to limit the practice of “flaming”—messages that attack other participants—common in many other online conversations and forums.
The SGD tools and technique were developed and refined over several years, through a
series of extraordinary discussions about a broad range of social, political, and personal issues.
National media organizations, community leaders, activists, government agencies, corporations,
consultants, and academics have successfully used SGD and benefited from archived conversations. The technique creates a structure that encourages thoughtful exchanges between people by
creating groups of limited size that start together and continue for a set time (usually two weeks).
It also encourages participants to start by introducing themselves before launching into discussion about the issues. SGD improves online exchange by making candor more comfortable and
disagreement safer.
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adaptable methods
Illustration by Christine Valenza
Figure 1. Dialogue Creation, Dialogue, Community Building, and Change
SGD Principles
Size—Structure over Clamor
Each participant is assigned to a small group, rather than joining a crowded, anonymous
mass.
Time—Investing, Not Driving By
Limited lifespan of each group promotes commitment and provides closure.
Accountability—Listening Rather than Flaming
Emphasis on member bios and member-promoted content drives visibility, a sense of
belonging, and self-regulation.
Efficiency—Automation Reduces Moderation
Tracking, administration, and notification system for users and hosts allows cost-efficient
community monitoring.
web lab’s small group dialogues
In the summer of 2005, Web Lab was engaged by electronics giant Motorola to develop The
Seamless Exchange, a Small Group Dialogue designed to engage thousands of Motorola’s
employees worldwide in discussions about their company’s vision, values, and strategy. During
one week of each month between October and December 2005, Motorola employees worked in
small groups, discussing the direction, performance, and future success of their company. Their
postings were synthesized and best ideas from the groups were presented to Motorola’s senior
leaders at their annual meeting in January 2006.
Table of Uses
Brief Description
Project Length/Key Events
Number of Participants
Post-9/11 Dialogues on MSNBC
.com
(Launched November 2001)
http://msnbc.weblab.org
MSNBC.com readers shared stories and discussed the political,
economic, and personal issues
facing the nation and the world
after September 11.
Participants joined for onemonth dialogues, extendable by
vote of group. Project ran for
four months.
Robust asynchronous online dialogue with politically diverse participants. No flame wars.
1,400 participants in 20 discussion groups
First Person Plural (FPP)
(Launched June 2004)
http://first-person-plural.org
A voyage of self-discovery. Hundreds of women of all ages and
backgrounds shared stories and
explored what they have learned
from their breast cancer experiences.
Begun as a 2-week discussion,
extended by participant votes for
six weeks, then made ongoing.
The dialogue is being edited into
a book, to be published by William Morrow and Company.
800 women in 21 discussion
groups
About the Authors
Marc N. Weiss (mweiss@weblab.org) is the founder and president of Web Lab (WebLab.org), an
online laboratory that develops, supports, and champions innovative uses of the Web. A leader in
the independent film community since the 1970s, Weiss created the celebrated public TV series
P.O.V. in 1986 and was its executive producer until 1995, when he began P.O.V. Interactive. During his tenure at P.O.V., the series won six Peabody Awards, five duPont-Columbia Awards, and
six Emmy Awards.
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Steven N. Pyser, J.D. (steve@thedialogue.net) provides dialogue, conflict management, and synergy services to corporations, nonprofit organizations, and educational institutions. He has
designed many deliberative forums and served Web Lab as an SGD Fellow, facilitator, dialogue
monitor, and report manager/dialogue synthesizer for Motorola’s Seamless Exchange. He is Managing Editor of the Journal of Public Deliberation and Associate Editor for Group Facilitation: A
Research and Applications Journal. Mr. Pyser is a faculty member at the University of Phoenix,
Philadelphia Campus.
Where to Go for More Information
References
Evaluations of the Small Group Dialogue—www.weblab.org/sgd/evaluation.html.
The following references are just a few of the many articles about various dialogues and the
technique (New York Times, Los Angeles Times, Release 1.0, EContent magazine, Washington
Post, NPR, Wired News, etc.) available at www.weblab.org/press/sgd.html.
Pyser, S. N., and Figallo, C. “The Listening to the City Online Dialogues Experience: The Impact
of a Full Value Contract.” Conflict Resolution Quarterly 21, no. 3 (2004).
This case study co-authored by Steven N. Pyser explores how an intentional social agreement,
called a “Full Value Contract,” can help relax skepticism while supporting trust in sustaining
full and conscientious participation and community in a purposeful online dialogue.
Smith, Steve. “Keeping a Civil Tongue: Web Lab’s Plan to Extinguish Flame Wars.” EContent (July
2002), www.weblab.org/press/econtent.
Vox Populi. “Online and Downtown.” New York Times, September 26, 2002, www.weblab.org/
press/092602nytimes.
Organization
Web Lab—www.weblab.org
1. See chapter 41, “The 21st-Century Town Meeting.”
2. The final report, incorporating the results of the face-to-face and online discussions, is available online at
www.listeningtothecity.org.
planning methods
Planning methods help people in communities and organizations shape their future together.
These methods set strategic direction and core identity through activities such as self-analysis,
exploration, visioning, value clarification, goal setting, and action development.
Charrettes
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bill lennertz
Dynamic Planning and the
Power of Charrettes
The foundation of democracy is faith in . . . human intelligence and in the
power of pooled and cooperative experience . . . to generate progressively the
knowledge and wisdom needed to guide collective action. . . . [E]ach individual has something to contribute, whose value can be assessed only as [it]
enters into the final pooled intelligence constituted by the contributions of all.
—John Dewey
Case Study: Transforming a Parking Lot into a
Transit-Oriented Village
Prior to the building of I-680, the Walnut Creek area in Contra Costa County, California, was
predominantly bungalow and ranch homes nestled among orchards. Residents were either associated with the walnut industry or had relocated from the urban San Francisco Bay area. The
arrival of the highway interchange, adjacent to the local Pleasant Hill BART (Bay Area Rapid
Transit) station, began to transform what was once a quiet agricultural valley into a regional
transportation hub.
In the early 1980s, a specific plan for the 140-acre BART station area was adopted by Contra
Costa County, calling for a higher density, mixed-use, transit-oriented community. Since 1986,
more than 2,400 housing units, two hotels, offices with more than 4,000 employees, and more than
$40 million in major public infrastructure improvements had been built within walking distance
of the Pleasant Hill BART station. The accumulation of this development activity increased strain
on the once convenient lifestyle of the single-family ranch home neighborhoods surrounding the
station area, with the greatest impacts felt due to the increase in traffic congestion.
dynamic planning and the power of charrettes
The Charrette
To plan the Pleasant Hill BART project and conduct the charrette process, a consultant
team was selected by a steering committee. The steering committee represented the Contra Costa
County Redevelopment Agency, BART, the designated developer, and the neighborhood.
The consultant team held an initial public meeting that sought to take one more step
toward reestablishing the trust between the community members and the project sponsors—
Contra Costa County, BART, and the developer. During the meeting, community members
worked with facilitators in small groups to discuss how the project related to the area and what a
vision for the developed site might look like. The consultants then took this input and combined
it with the other critical information such as market demand, financing requirements, and site
constraints to develop alternative concepts for the site.
A month later, the consultant team of architects, planners, engineers, and economists held
a six-day charrette that resulted in a comprehensive plan for the site. Public meetings were held
for anyone who wished to attend, and stakeholder meetings were scheduled with neighbors, a
technical advisory committee, bicycle and pedestrian advocacy groups, and BART representatives, to name a few. The consultant team worked with all of the input from these meetings and
developed alternative concepts. These concepts were brought back to the stakeholders and general public numerous times throughout the week at public meetings and open houses and were
revised according to additional input. The consultant team took the refined plans and synthesized them into one comprehensive plan representing the best of all feasible ideas.
Charrettes
During the 1980s, a handful of developer-driven programs were proposed for the Pleasant
Hill BART station area. These failed attempts were primarily commercial developments with
heavy office or entertainment retail uses. The regional market orientation of these projects raised
the objections of neighbors, who were concerned by the traffic impacts, and the cities, which were
concerned about competition with their own commercial developments. Community members
were given limited opportunities to participate in the development proposals, and when they
were engaged, there were too few options on the table. It looked to the neighborhood participants
as though the heavy commercial and entertainment uses were a foregone conclusion and that
their input had no potential impact on the proposal outcomes.
By the late 1980s, many residents of the surrounding neighborhoods believed that any
additional development, other than service and residential uses, would push the traffic problem over the edge. This produced a very difficult political environment for the development of
the 18 acres of parking immediately adjacent to the station. When the Contra Costa County
Redevelopment Agency undertook planning for this redevelopment, they met public resistance
on all fronts. It wasn’t until they initiated a charrette process that invited local employees, residents, and business owners to help plan the area surrounding the station that any progress was
made.
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planning methods
Charrettes
The Results
Over the course of the six-day charrette, the following were all created and refined: formbased zoning and architectural codes; market and financial feasibility analyses; street and transit
circulation plans; a plan for pedestrian paths and parks; a transit plan for buses, taxis, and kiss
and ride (a designated passenger drop off area); a regulating plan; and illustrative renderings
depicting the future state. In the end, the charrette resulted in a comprehensive and detailed plan
that met the basic requirements of all parties, ending the deadlock.
In 2002, the board of Contra Costa County supervisors unanimously approved the plan
with no attendee speaking in opposition, a rarity for Bay Area development projects. It is notable
that in the five years since the charrette, the results have survived the continued scrutiny of community members, ongoing partnership negotiations between the public and private entities
involved, and the passing on of the project to a new design firm. Projects are often compromised
during the volatile implementation phase, but the plan created during the BART charrette broke
ground in 2005 with its original vision in place.
The Basics
The French word “charrette” means “cart” and is often used to describe the final, intense work
effort expended by art and architecture students to meet a project deadline. This use of the term
is said to originate from the École des Beaux Arts in Paris during the nineteenth century, where
proctors circulated a cart, or “charrette,” to collect final drawings while students frantically put
finishing touches on their work. To quote Andres Duany:
The charrette is about dynamic balances. It is about principles balanced by process;
about the interests of the few balanced by that of the many; about experts being balanced by those who know nothing except how things really should be; about public
benefit and private gain. A proper charrette brings into being a collective intelligence
and it does this with stunning efficiency.
At the National Charrette Institute (NCI), the core principles of a charrette were used to
create the Dynamic Planning process. Dynamic Planning combines the creative, intense work session with stakeholder workshops. It is a collaborative planning process that harnesses the talents
An NCI Dynamic Planning charrette is not:
• A one-day workshop
• A multi-day marathon meeting involving everyone all the time
• A plan authored by a select few that will affect many
• A “brainstorming session” that produces a plan but stops short of feasibility testing
dynamic planning and the power of charrettes
How Does Dynamic Planning Work?
Dynamic Planning is a three-phase, holistic, collaborative planning process during which a
charrette is held as the central transformative event. Dynamic Planning is designed to assure
project success through careful charrette preparation and follow-up.
The Three Phases of Dynamic Planning
Phase One: Research, Education, Charrette Preparation
Phase one of Dynamic Planning establishes the information and people infrastructure for the
project (see figure 1). Establishing the information infrastructure includes the identification, creation, and collection of base data necessary to perform the project planning and design during
the charrette. Creating the people infrastructure includes identifying and engaging all those who
must be involved to produce a feasible outcome that will be supported by the community. This
requires early and ongoing collaboration among the project sponsor, the project management
team (typically comprised of the managers for the affected functions/departments), those who
will be immediately impacted by the project, all relevant decision makers, and potential support-
Figure 1. Dynamic Planning Phases
Charrettes
and energies of all interested parties to create and support a feasible plan capable of transformative organizational or community change.
While most commonly used for land planning and development projects, Dynamic Planning can be used in various business sectors and is used often to facilitate a comprehensive system
change, such as a company reorganization. These projects rank among the most difficult due to
their disparate and sometimes contentious group of stakeholders, working within the context of
a complex design problem. The most common outcomes of a successful Dynamic Planning process are: new policies, plans, and action programs that are created and implemented by a multidisciplinary team.
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Charrettes
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planning methods
ers and blockers. Furthermore, in order to gain their long-term support, these stakeholders must
be treated with respect and assured that their input will have an impact on the outcome. This
phase is about becoming “charrette ready,” the point at which all of the information and the
people are in place. Depending on the project, this preparation process can take anywhere from
six weeks to nine months.
Phase Two: The Charrette
The charrette is the transformative event of the Dynamic Planning process. It is a collaborative
event that, for complex projects such as land development, typically lasts from four to seven days.
Simpler projects take less time. The goal of the charrette is to produce a feasible plan that benefits
from the support of all stakeholders through its implementation. A multidisciplinary charrette
team consisting of a mix of consultants or experts and sponsor staff produces this plan. It takes
place in a charrette studio or meeting place situated in a location central to the project and the
stakeholders. During the charrette, the team first conducts a public meeting to solicit the values,
vision, and needs of the stakeholders. The team then breaks off to create alternative plans, testing
and refining them with the goal of producing a preferred plan. The charrette is organized as a
series of feedback loops through which stakeholders are engaged at critical decision-making
points. These decision-making points occur throughout the charrette in primary stakeholder
meetings and several more public meetings, and possibly an open house. These feedback loops
provide the charrette team with the information necessary to create a feasible plan. Just as important, they allow the stakeholders to become coauthors of the plan so that they are more likely to
support and implement it. Charrette schedules vary in length according to project complexity.
The charrette needs to last at least four days for the simplest of projects, and six to nine days for a
complex project, in order to accommodate at least three feedback loops marked by collaborative
public meetings.
Phase Three: Implementation
Two major processes follow the charrette. The first is product refinement, during which the charrette team tests and refines the final charrette plan to assure its feasibility. The second is based on
a relationship strategy in which the project sponsor continues to work with the stakeholders to
maintain their support of the plan. This is done most effectively by involving the stakeholders in
the testing and refinement process. The Dynamic Planning process concludes with a postcharrette public meeting during which the revised plans are presented for final public review and
input.
dynamic planning and the power of charrettes
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Setting
Brief Description
Length
Key Events
Community Land
Use Plan
Issue: How to accommodate community growth
and land development
Outcome: Widely
supported community development
plans and implementation mechanisms
6–12 months
Ongoing team meetings, including initial
project meeting with
leadership, early meetings with primary stakeholders
3 key events:
• Project visioning
meeting at approximately month 2 in
the process (1 day)
Number of
Participants
All stakeholders
involved at some
point in all 3 key
events. 45–100s of
people.
Stakeholders include: public officials, landowners,
community members
• Charrette midway
through project timeline (3–7 days)
• Public charrette follow-up meeting at
the end of the process (one to two
days)
Land Planning
Policies/Codes
Issue: How to regulate development
so that it reflects a
desired community
vision
Outcome: Community-supported
policies and codes
9–18 months
Ongoing team meetings, including initial
project meeting with
leadership, early meetings with primary stakeholders
3 key events:
• Community values
meeting at approximately month 2 in
the process (1 day)
• Charrette midway
through project timeline (3–7 days)
• Public charrette follow-up meeting at
the end of the process (1–2 days)
All stakeholders
involved at some
point in all 3 key
events. 60–100s of
people.
Stakeholders include: public officials, landowners,
community members
Charrettes
Table of Uses