Identifying Purpose or Intent: 4 Streams of Engagement and Dialogue

Ken Hoffman, PublicEngagement

Designing the right kind of engagement and dialogue process can help people share perspectives and experiences, critically examine trade-offs and options, and build collective insight to be able to make better decisions.  Maybe a group of government employees need help articulating a public policy issue more clearly or members of a health NGO can’t agree on a particular course of action. While everyone may not agree, a successful dialogue session can produce mutual understanding, bringing people together across differences to resolve complex problems.

Public Engagement: Harnessing the Power of Policy Input and Community Mobilization to Create Change

Jacquie Dale, PublicEngagement

83066265

Is the goal of your project to solicit public input into government policy, or is it to engage a community to inspire action? Which practitioners will be most effective at instigating change for this particular scenario – the one who can engage the public in thoughtful discussions on policy or the one who can expertly mobilize a community? Research shows that public engagement practitioners tend to lean towards one of these two inclinations; understanding the characteristics and strengths of these approaches can help you to match the best practitioner to your project.

Each Person Brings Something Different to the Table

Jacquie Dale, ProjectFacilitation, PublicEngagement

When we enter into any meeting, we are bringing with us our life and work experiences, our agendas, our biases, our hopes and our viewpoints about what should happen and how. This can create undercurrents that make it difficult for people to work productively or converse effectively. A goal of facilitation is to acknowledge these dynamics and create a safe space for individuals to exchange thoughts, ideas and learning.

Finding Clarity in Complexity: Edmonton Climate Change Panel Case Study

Jacquie Dale, PublicEngagement

In 2012, the City of Edmonton, the Centre for Public Involvement (C PI), and Alberta Climate Dialogue (A BC D) collaborated to create a citizen dialogue and deliberation process focused on energy vulnerability and climate change. 56 citizens came together every Saturday for 6 weeks to provide advice and guidance to the City. This article is part of a seven-part series exploring some of the lessons learned about deliberative dialogue through the Edmonton Citizens’ Panel. The Energy Transition Strategy that incorporated the Panel’s recommendations was passed unanimously by Edmonton City Council in April 2015.

You can find the full working paper, written by Mary Pat MacKinnon, Jacquie Dale and Deborah Schrader, here: Looking Under the Hood of Citizen Engagement: The Citizens’ Panel on Edmonton’s Energy and Climate Challenges.

The Citizens’ Panel on Edmonton’s Energy and Climate Challenges involved a partnership of government, researchers, and practitioners, and it dealt with complicated technical issues surrounding energy use and climate change. This mix of both structural and content complexity represented a “double whammy” of obstacles that called for some innovative approaches to achieving successful dialogue and deliberation.

A Complex Partnership

The Panel was a complex undertaking for many reasons. It was a partnership of three different organizations, with different organizational cultures, constraints, mandates, expectations and operational requirements. In addition, both Alberta Climate Dialogue and the Centre for Public Involvement are embedded and housed in the University of Alberta, meaning that contracting and research have to adhere to technical university practices.

Robust Support Team Needed To Facilitate Sessions

Deliberative dialogue requires intense conversation. The team required to support weekly, meaningful participant dialogue consisted of two lead facilitators, and a team of more than 30 small-group facilitators, note takers and runners, project support staff, resource people, and academic researchers. In addition, speakers, city staff, observers, and video recorders also had to be supported and managed, including the negotiation of conflicting requests and perspectives Coordinating this number of people added to the challenges of rolling out six full-day sessions with 56 citizens over eight weeks.

Appoint Team Project Managers To Improve Efficiency

Working together as a team of equal players sometimes meant that our decision-making processes were not as efficient as they needed to be. About two-thirds of the way into the sessions, we remedied this by having one of the senior Project Team members assume the role of overall Project Manager.

This role meant that one person could “run interference” as needed so that not all issues came to all team members, while ensuring that all essential components were getting done and that those who needed to be involved in decision-making were involved. This improved our functioning without losing the benefits of a multi-party collaboration. Having a single Project Manager, with authority, play this role from the beginning is highly recommended for complex deliberative dialogue projects.

Ensure Complex Issues Are Understood By The Participants

When it came to getting the Panel up to speed on complex environmental issues we employed a diversity of methods. Good design takes into consideration the practices and principles of adult education and citizen participation (Creighton 2005; Schwartz 2002). One key component of this is to recognize that adults learn differently than adolescents. As designers, it was important to incorporate a range of ways for people to work with and process information.

To this end, there was a range or ways used to provide/utilize information including written material, speakers, videos, and graphics. A lot of work was done visually, some of it with words (e.g. flipcharts or Post-it notes), some of it with images (e.g. the use of graphic recording in Session 5) and some of it with physical activities (e.g. getting panelists to position themselves in a physical space to align with the degree of agreement or disagreement on an issue or statement). Electronic keypads were a key visual tool for taking the pulse of the room anonymously on different issues and recommendations, allowing people to see where common ground was emerging. This transparency was important to maintain strong trust in the process and each other. Through strategic adult learning methods, we were able to ensure that the participants had a good enough understanding of complex issues for productive deliberation.

Finding Clarity In The Complexity

This case study revealed the effectiveness of appointing project managers, and using creative presentation methods to ensure that all participants understand complex topics from the outset. Deliberative-dialogue practitioners need to be flexible in both the design and implementation of their projects in order to meet the demands of both structural and issue complexity.

Benefitting from Practitioner and Researcher Collaboration

Jacquie Dale, PublicEngagement

In 2012, the City of Edmonton, the Centre for Public Involvement (C PI), and Alberta Climate Dialogue (A BC D) collaborated to create a citizen dialogue and deliberation process focused on energy vulnerability and climate change. 56 citizens came together every Saturday for 6 weeks to provide advice and guidance to the City. This article is part of a seven-part series exploring some of the lessons learned about deliberative dialogue through the Edmonton Citizens’ Panel. The Energy Transition Strategy that incorporated the Panel’s recommendations was passed unanimously by Edmonton City Council in April 2015.

You can find the full working paper, written by Mary Pat MacKinnon, Jacquie Dale and Deborah Schrader, here: Looking Under the Hood of Citizen Engagement: The Citizens’ Panel on Edmonton’s Energy and Climate Challenges.

The Edmonton’s Citizens’ Panel on Energy and Climate Challenges was a team effort among three partners: Alberta Climate Dialogue (ABCD), the Centre for Public Involvement (CPI), and the City of Edmonton.

Both ABCD and CPI consist of researchers and practitioners. The researchers are largely embedded in an academic culture – studying and writing about deliberative dialogue, while the practitioners do dialogue work and are often paid (either as a consultant or as a staff) for this task. Researchers and practitioners have differences in culture, expectations, requirements and motivations. For example, researchers are required to undergo formal academic ethics reviews with specific standards and protocols (including consent forms, data collection tools and process evaluation questions, all of which require approval). Practitioners, on the other hand, typically develop evaluation forms that require clients’ approval but not usually legal or research ethics approvals.

Collaboration between these two sets of interests, expertise and organizational cultures and practices was not a given.

Challenges of Researcher–Practitioner Collaboration

For many of the involved researchers, the Edmonton Panel was both their first substantive public deliberative dialogue and their first opportunity to work with practitioners in implementation. Some challenges were concrete. For example, researchers were stretched when, at the close of sessions, the practitioners asked process-evaluation questions that had not been included in the formal surveys. The practitioners felt that these questions were important to quality design, giving panelists an opportunity to respond to the day’s activities, facilitation and agenda. Researchers did not see the merit of the questions and pushed back against conducting the “additional evaluations.”

Practitioners were challenged by moments when details got lost in communication. For example, at several sessions, practitioners were informed just before the panel got underway of the need to administer a particular research tool during that session. This forced practitioners to rework the session design and schedule in order to respect the commitment to finishing on time.

Other challenges were harder to identify. For example, there were differences in terminology and different understandings of what deliberative dialogue was e.g. theory vs practice. And these were highly nuanced differences that sometimes didn’t even become evident until deeper relationships were built.

Benefits Of Researcher–Practitioner Collaboration

Overall though the benefits outweighed the challenges, given the richness that the collaboration brought to the project. 
Speaking from the perspective of a practitioner, I was pleased to work with researchers who contributed important human and intellectual resources. For example, theoretical, reflective thinking around deliberation and what was being learned about climate change psychology challenged and propelled us, as designers, to refine some processes.

As practitioners, we have limited time to conduct research into these types of issues and questions, and we found it helpful to have access to the researchers’ resources.

The research component also proved to have a positive impact on both the City and the citizens on the panel. This reinforced the seriousness of the undertaking, increasing its value and the willingness of citizens to contribute their time, energy and commitment.

We also think practitioners have something valuable to share with researchers. With decades of practical experience, we have expert knowledge of group dynamics and are able to gauge what methods to use to respond to emergent needs.

An example of strengthened process design was our collective reflection on the value of including more ‘holistic’ methods and the resultant decision to use a technique called “soft-shoe shuffle,” in which participants move to a designated space in the room that aligns with their perspective or values. This technique takes the tension away from the expression of divergent opinions.

Although the differing perspectives of researchers and practitioners stretched everyone and required multiple panel design iterations, the combination of the practical with the theoretical resulted in stronger designs. Research on deliberative dialogue has great potential to strengthen the work of practitioners and improve the field overall but it does take collaboration to identify critical issues and to translate the research into useable practical knowledge.

Should You Use The Media To Amplify The Impact of Your Deliberative Dialogue?

Jacquie Dale, PublicEngagement

In 2012, the City of Edmonton, the Centre for Public Involvement (C PI), and Alberta Climate Dialogue (A BC D) collaborated to create a citizen dialogue and deliberation process focused on energy vulnerability and climate change. 56 citizens came together every Saturday for 6 weeks to provide advice and guidance to the City. This article is part of a seven-part series exploring some of the lessons learned about deliberative dialogue through the Edmonton Citizens’ Panel. The Energy Transition Strategy that incorporated the Panel’s recommendations was passed unanimously by Edmonton City Council in April 2015.

You can find the full working paper, written by Mary Pat MacKinnon, Jacquie Dale and Deborah Schrader, here: Looking Under the Hood of Citizen Engagement: The Citizens’ Panel on Edmonton’s Energy and Climate Challenges.

There can be an inherent conflict between making public the process and outcomes of consultative deliberations, and respecting the public positions of government stakeholders.

Our experience co-hosting the Citizens’ Panel on Edmonton’s Energy and Climate Challenges revealed the differing opinions for and against media involvement, such as social-media posting and information sharing during deliberative dialogue panels. By presenting this case study we will explore some of the tensions that challenge deliberative dialogue practitioners.

There were three parties co-hosting the Citizen Panel. Alberta Climate Dialogue (ABCD), a community-university research alliance funded by the Social Sciences and Humanities Research Council of Canada. The Centre for Public Involvement (CPI) is a partnership between the City of Edmonton and the University of Alberta providing leadership for citizen participation and deliberation. The third partner, who was also the client, was the City of Edmonton’s Office of Environment.

While all parties respected each other’s perspectives, there remained differences of opinion about communicating the work of the Citizens’ Panel to the broader Edmonton community before and during the Panel sessions. This included whether citizens should be posting and sharing opinions outside the panel or whether it should be restricted for the duration of the deliberative dialogue.

The Case For Media Involvement

ABCD and CPI were both keen to promote the Panel widely in order to attract the interest of other citizens and to increase the legitimacy of the Panel’s work (Dryzik and Goodin 2006).

ABCD and CPI felt that panelists would want to speak to their families, friends and colleagues about their work and, as such, should not be isolated from outside influences. They also felt that, on balance, media coverage would generate more community-level interest, which could be mobilized in the post-Panel period when the recommendations were before the City Council.

The Case Against Media Involvement

The City held a different perspective than ABCD and CPI, being more cautious about promoting the panel through the media. Their primary fear was that media coverage and potential subsequent mobilization by community groups and others could interfere, influence, or bias the work of the Panel. The City was also concerned about the potential fallout of either an ineffective or a rogue Panel—one that moved outside the established scope to weigh in on issues that were considered to be “off the table”.

The Outcome For The Edmonton Conference

It was agreed that there would be no media presence at the sessions, nor media outreach, until the Panel Report was completed.

There was very little promotion or communication except for recognition of the Panel on the City website. As well, ABCD and CPI both maintained their own websites. The Panel was prominent on each, but this did little to expand knowledge beyond those already interested. There was limited use of Twitter and Facebook by participants, as well as by ABCD and CPI.

Implications Of Media Absence

A first implication is that the broader Edmonton public was largely shut out of this process as it unfolded. This represented a missed opportunity to undertake community education and engagement around big decisions on citywide energy and carbon reduction.

A second implication revolves around the issue of power imbalances in policy discourse. Given the array of organized interests with access to more information and power than non-organized citizens, the decision to not involve media tends to perpetuate the information and power imbalance between citizens and organized interests.

Exploring Media Involvement Going Forward

While we understand that government stakeholders are worried about media participation creating a bias (and/or creating a public outcry), we believe that more good than bad can come from shining a public light on deliberative dialogue proceedings. Through our many years of experience facilitating citizen deliberations, we have found that many citizens yearn for an opportunity to think critically about important issues and to do it in a way that allows for informed and deeper thought in dialogue with others. The use of media, whether that be through non-line dialogue platforms, social media, etc. can help bring deliberation to more people.

Our hope is that future deliberative dialogue experiences will continue to grapple with these tensions. Through shared experiences, facilitators and government stakeholders can come to understand each other’s perspectives and strike the right balance for media involvement in citizen dialogues.

Contact Us

One World Inc (OWI)
14-1830 Walkley Rd.
Ottawa, ON
K1H 8K3